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Thursday, April 02, 2009

A Variable Annuity Vet Joins Bathon

News summary by MFWire's editors

Neil Bathon just added another executive to his team at FUSE Research Network. On Thursday the asset management consulting firm revealed that Jason Heinhorst, former brand manager of Jackson National's variable annuity business line in Denver, joined up as senior vice president and business development chief.

Bathon, who founded Financial Research Corporation (now owned by Mercatus) more than two decades ago, launched FUSE last year and brought on FRC alums Michael Evans and Sam Campbell as FUSE's president and director of research, respectively (see MFWire, 9/15/2008, 10/6/2008 and 11/21/2008).

"With Jason joining Mike [Evans] and Sam Campbell, FUSE has a solid foundation upon which to build," Bathon stated, praising the trio as "a sharp and aggressive team."

FUSE is a subsidiary of Bathon's holding company, PMR Associates.

Company Press Release

April 2, 2009, Boston, MA –- FUSE Research Network LLC announces the addition of Mr. Jason T. Heinhorst to the management team. Mr. Heinhorst joins FUSE as a Senior Vice President, reporting to Mr. Michael Evans, President, and will lead the firm’s business development effort. FUSE delivers an innovative market intelligence platform to investment managers with the sole purpose of improving the effectiveness of the resources dedicated to sales, marketing, and product management.

The last six months at FUSE were spent making certain that the new firm’s service offering will meet clients’ needs in terms of addressing their critical challenges, providing the highest quality of insight, and delivering an unmatched level of overall value. Mike added, “We are ecstatic to have Jason join us as his skills, experience, and commitment to client service are perfectly aligned with what are building at FUSE.”

As Director of Business Development, Mr. Heinhorst will be responsible for all sales and marketing activities and play a central role in client service. Neil Bathon, founder of FUSE, stated that “With Jason joining Mike and Sam Campbell (Director of Research), FUSE has a solid foundation upon which to build. We have a sharp and aggressive team in place that will ensure that we deliver on our commitments to provide superior insight and service resulting in an unparalleled experience for our clients.”

“I am tremendously excited to be joining a group of professionals that are as committed as I am to delivering a new generation of market intelligence that will help our clients navigate what are sure to be historic changes in the investment management industry,” said Heinhorst.

Prior to joining FUSE Jason served as the brand manager of the variable annuity business line at Jackson National in Denver, CO. Earlier in his career Jason managed the US sales team at Lipper and oversaw a complete restructuring that resulted in record annual revenue and client retention rates. Mr. Heinhorst got his start in the business on the phones at Janus Capital in 1992. Jason is a proud graduate of the University of Iowa with a BBA in Finance and the University of Colorado with a MS in Finance.

About FUSE Research Network LLC

FUSE Research Network was launched with the view that research and consulting support for asset managers has failed to evolve with the changing needs of the client. The competitive environment of the future will demand that clients make important business decisions within shorter and shorter timeframes.

In order to support clients in this setting, FUSE will provide a dynamic research platform that covers our clients’ current and future decision areas (strategic and tactical). Our goal is to become an invaluable business partner through the delivery of highly informed and forward-looking recommendations that are among the critical inputs our clients need to optimize results. The foundation upon which FUSE is built is as follows:
  • Ardent Client Advocacy
  • Absolute Candor & Objectivity
  • Decision Support Research
  • Incisive & Actionable Guidance

    About PMR Associates LLC

    PMR is a holding company whose objective is to link together complimentary service providers in order to deliver superior results for clients. Through organic growth and acquisition, PMR seeks to deliver real synergy to its affiliates by creating a platform for the sharing of marketplace contacts, connections, and insights.  

    Edited by: Neil Anderson, Managing Editor

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