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Institutional Direct Inc.




Institutional Direct Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Institutional Direct Inc., a wholly owned subsidiary of Bear, Stearns & Co. Inc., announced that it has hired Michael Gardner as senior managing director and head of Transition Services. In this new role at IDI, Gardner will guide clients through a number of portfolio transition events, including changes in portfolio management and asset strategy shifts.

Before joining IDI, Gardner was the manager of trading implementations at Frank Russell Securities, Inc. in Tacoma, Washington, where he oversaw transition teams responsible for trading, operations, order management systems and connectivity. Gardner was also a manager of mutual fund accounting at Safeco Asset Management and Pioneer Asset Management. Gardner will report to James Valente, Jr., a senior managing director and head of Institutional Direct Inc.

They support their clients in developing and implementing complex investment strategies involving large equity portfolios. Their clients have demanding investment objectives, and rely on their proven effectiveness in identifying Execution Alternatives, Utilizing Flexible Trade Structures with Access to Electronic Liquidity, Transaction Cost Management, Online Trade Management and Execution, and Electronic Reporting and Customized Pre-trade and Post trade Reporting.

IDI’s thorough understanding of your business and strategic objectives serves as a foundation for providing you with their execution and settlement expertise. Their 24 hour global trading desks monitor your trade from start to finish. This empowers you to seize opportunities as they arise, as well as capitalize on their distribution capabilities and order flow to help control and minimize costs.

A team of analysts provides you with diverse services, including portfolio optimization recommendations, cash flow decision implementations, market impact evaluations and economic risk analysis. They can access extensive databases, including real time tick by tick data and closing price information for more than 12,000 securities and 56,000 non-US securities.

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