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Meet The 15 Institutional Investors That Matter The Most To Morgan Stanley

Tyler Durden's picture




 

(no, there won't be a slideshow).

The following presentation from November 2009 highlights the top 15 institutional investors that matter more than anyone to Morgan Stanley: essentially the execution and head PM guys who throw MS orders of $100 million and above (all the way to $1 billion and higher). Among the companies listed are BlackRock, Capital Group, Fidelity, Gartmore, GIC, Norges Bank, Wellington, Eton Park, Jabre Capital, James Caird, Meditor, Moore, Och Ziff, and, of course, Paulson. As for the trader envy (as in my G-V is bigger than your Dassault), here are some names to remember Greg Bennett, Nigel Bolton, Philippe Jabre, John Paulson (duh), Greg Coffey and Julian Rifat. Oh wait, did we say Julian Rifat, the same guy that just got busted in the biggest UK insider trading scandal? Hmm: looks like Morgan Stanley sure has an eye for talent. We can't wait to see the metal detectors at Morgan Stanley's Christmas party, as clients demand a bug-free environment. Also, if you didn't make the list - don't despair. Just make sure you front run about $10 billion worth of orders in 2010 and you are golden.

 

As for the order sizes we are taking about (cause for Morgan Stanley size sure matters), without further ado (and by the way: Och Ziff and Perry - only $100-200MM? Come on, time to step up here... Ben pays his favorite sellside research analysts more on an hourly basis to tell the idiot public that financials are going to quadruple over the next 3 months).

Full presentation

Via Bloomberg

 

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Wed, 03/24/2010 - 22:01 | 275243 lsbumblebee
lsbumblebee's picture

Where the fuck is Satancorp? I paid good money to be on this list!

Wed, 03/24/2010 - 23:27 | 275308 Cistercian
Cistercian's picture

 No worries Blackrock is listed.

Wed, 03/24/2010 - 22:26 | 275264 jedwards
jedwards's picture

Have I told you recently how much I love you?  This is great stuff, I would love to know who in MS is blowing their stack right now.  The comment on the metal detectors had me howling.

Wed, 03/24/2010 - 22:35 | 275278 millikan
millikan's picture

there is a mortgage loan to value calculator on the front page of CNBC under the BofA story!  Really?  if you cant figure out loan to value do you even qualify for a mortgage loan?

Wed, 03/24/2010 - 22:46 | 275286 velobabe
velobabe's picture

has anybody heard about these?

our law firm regarding your investment in Auction Rate Securities

Wed, 03/24/2010 - 22:53 | 275290 TimmyM
TimmyM's picture

What do you want to know?

Wed, 03/24/2010 - 23:33 | 275315 Leo Kolivakis
Leo Kolivakis's picture

Canada Pension Plan Investment Board...HELLO!

Thu, 03/25/2010 - 05:37 | 275414 Arm
Arm's picture

For once I agree Leo.  A lot of the biggies are not on this list.  As a former MS alum, I think I know why. 

a) It's either that the desk that wrote this memo was writing about its own potential client base that does not seem to include sovereigns, supranationals or government affiliates.  Seems that way, at first glance I did not see any gov entities or pension funds.

b) They are being arrogant and only listing the firms they consider to be "market movers" both by volume and by visibility within the industry.  In that case, they never seem to learn their lesson. 

Honestly, these sales guys have to start thinking and get their heads out of their asses.  They all chase the EXACT same clients.  Case in point, last year we got a sales rep from custody bank X coming in.  Listened to us, took the time and as a result got a big chunk of our account.  To his surprise, once he got to know us, we basically covered his sales quota for the year.  And really, we don't ask for much we are easy to service.

The other day I had to struggle to get some DCM guys in London to answer one of my emails regarding quoting some SWAP related services.  Yes, I do qualify as "dumb money", yes I'm not a lead manager, and yes I was only quoting, but guess what? I will just go and swap our dumb money with somebody who actually does not put me on the spam filter.  11 digits of transaction amounts merit some sort of love. By all means do go queue outside of Blackrock

 

Thu, 03/25/2010 - 01:47 | 275372 sweet ebony diamond
sweet ebony diamond's picture

and what about Canada's purveyor of poutine?

Caisse de dépôt et placement du Québec.

 

Thu, 03/25/2010 - 06:34 | 275419 aus_punter
aus_punter's picture

i thought Rifat was innocent until proven guilty ?

Thu, 03/25/2010 - 06:47 | 275423 Willzyx
Willzyx's picture

I don't own any ARS.  Do you?

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