ConceptONE announces new Head of Business Development

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ConceptONE hires Cary I. Goldstein as Managing Director and Head of Business Development

ConceptONE, LLC, a leading provider of data aggregation, risk management, reporting, and advisory solutions, is pleased to announce that Cary I. Goldstein has joined the firm as Managing Director and Head of Business Development. Mr. Goldstein brings 17 years of industry experience and extensive knowledge of the alternative investment industry, with a particular focus on technology, infrastructure, and regulatory reporting.

At ConceptONE Mr. Goldstein continues a distinguished career in the financial services sector that began as a Systems Analyst building trade execution systems at Cambridge Technology Partners. Most recently, Mr. Goldstein was advising hedge fund clients on operations, technology, and regulatory and risk management as a Director of Bank of America Merrill Lynch Prime Brokerage’s Hedge Fund Consulting team. Mr. Goldstein has also served previously as the Global Head of IT for the Principal Strategies desk at Goldman Sachs and as an Associate Director of Business Development for Newedge USA’s Prime Brokerage group.

“Cary is widely respected by alternative investment managers and service providers and we are delighted to welcome him to ConceptONE,” said Michael Rosen, CEO of ConceptONE. “His extensive hands-on experience and broad network will allow us to continue growing our market share at a rapid pace.”

“Having worked with dozens of hedge fund clients in the past 18 months, it is clear that regulatory and risk reporting is one of the most pressing operational challenges facing investment managers today. I am excited to have the opportunity to help strengthen ConceptONE’s position as the premier provider of risk and reporting solutions to the alternative investment industry,” said Cary I. Goldstein.

Mr. Goldstein earned an M.S. in Information Systems from New York University and a B.S. in Business Administration from Washington University in St. Louis.

About ConceptONE, LLC

ConceptONE, LLC is a uniquely positioned Enterprise Risk Management Organization that specializes in Portfolio Risk Management, Regulatory Reporting and Middle and Back Office Services. The Company offers data aggregation services, advanced analytics, complete daily reconciliation, and other types of reporting for a wide range of fiduciaries. ConceptONE differentiates itself in the market-place by adding an interpretation and advisory layer to all of its reporting services. Reports cover many facets of portfolio management, such as absolute risk, exposure, performance, limit monitoring, VaR, stress tests, and other predictive measures. ConceptONE offers complete solutions for regulatory filings (Form PF, CPO-PQR, AIFMD, ESMA), new transparency reporting standards (OPERA), and can cross purpose aggregated data to ensure consistency across all forms of reporting, including but not limited to, Investor Facing Reporting, Internal and External Risk Reporting and Regulatory Reporting. For further information please visit our website,

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