Our Story & Team

BWG Global Primary Research Platform. 

We bring together channel partners, customers and industry practitioners across 20+ industry sectors​ to deliver actionable real-time insights.

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BWG Global has set the industry standard as the premier provider of industry intelligence to professionals across leading hedge funds, mutual funds, long-only investment firms, family offices and corporations. Supported by a robust compliance structure and anchored in proven research methodology, BWG Global identifies key market inflections and uncovers unique investable ideas. 

BWG Global is built on the success of two research brands, OTR Global and BWG Strategy.

​OTR Global was founded in 1995 as Off The Record Research in San Francisco, CA. OTR pioneered an investigative, interview-based methodology providing channel research to the institutional investment community. It expanded its footprint internationally to conduct live, in-depth interviews in more than 20 countries in North and South America, Europe, and Asia rebranding as OTR Global.

BWG Strategy was founded in New York City in 2013. BWG led the way with the development of moderated group roundtable discussions. The methodology was built around the concept of an interactive group discussion to answer key questions and unearth evolving trends. The business grew to more than 1,200 forums annually conducted virtually, continuing to follow proven methodology.

BWG Global offers products and services through a license subscription to its digital research library and live events, including Primary Intelligence Virtual Forums, Forum Synopses, Channel Intelligence Research Reports, Market Insight Survey Reports and Custom Research.​

Our leadership team

  • Jonathan has spent his career building data and insights businesses that help investment managers and corporations make more informed decisions.
  • Before joining BWG Global, he was Chief Operating Officer at Kafene where he led several business units, including operations, sales and analytics.
  • Previously, he served as Chief Revenue Officer at Cint, a global leader in digital insights and research technology, and Head of Revenue and Sales at Earnest Analytics, which provides alternative data products for investors and corporates
  • Earlier in his career, he was a Senior Researcher at Bridgewater Associates, a global hedge fund, and Vice President at GLG, the world’s leading platform for professional expertise. He received his B.A. from Vanderbilt University. 
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  • ~20 years at GLG, most recently as Head of Client Solutions, Enterprise Public Equities, covering top institutional investors, including the world’s largest hedge funds.
  • Former Associate at Heidrick & Struggles; Former Analyst at S&P Capital IQ.
  • MBA in Marketing; BS in Organic Chemistry from the University of Delhi, India.
  • Lives by the philosophy that great service isn’t optional because it’s the whole game, obsessed with delivering experiences that matter and refusing to settle for “good enough.”
  • Emotionally invested, often irrationally, in the SF 49ers and Golden State Warriors. 100% sure this is our year every year.
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  • Evan was previously Head of Data Strategy and Sourcing at Verition Fund Management, a global multi-asset hedge fund, head of data strategy and sourcing at Quandl, the alternative data arm of Nasdaq, and head of data strategy at BlueMountain Capital Management, another global multi-asset hedge fund. 

  • Prior to that, he worked as a data engineer in the early days of both data engineering and alternative data at Millennium Management, and helped build one of the earliest expert network companies as part of Standard & Poor’s.

  • Evan is a frequent industry speaker on the topics of AI and data at a variety of industry conferences and podcasts.

  • Bachelor’s degree in mathematics from the Massachusetts Institute of Technology.

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  • Breanne is a market strategist and research leader specializing in global equities markets and cross-asset thematic analysis.
  • Before joining BWG Global, she was Head of Thematic Strategy at Bloomberg Intelligence, where she led the development of category-defining investment frameworks and insight that now backs a family of highly differentiated global equities benchmarks.
  • Prior to Bloomberg, she held roles at BlackRock, IHS Markit, Societe Generale, and Wood Mackenzie, providing her the unique opportunity to hone a research and thought leadership style informed by both deep sector expertise in energy and commodities, as well as macro equities strategy and asset allocation.
  • A frequent event speaker and podcast contributor, Breanne thrives in driving discussions that challenge group think and extract the very best perspectives of others to deliver actionable, forward-focused, intelligence for institutional investors.
  • Breanne is a very proud Edmonton Oilers fan, and alum of McGill University in Montréal, Québec.
  • Greg is an engineer by training, and spent 9 year working at SalomonSmithBarney / Citigroup, 8 years at Lucent / Avaya, and founded a SaaS Startup BigTwist. Greg co-founded BWG strategy in 2013, and after a range of roles, Greg has spent the last 7 years leading technology research for the firm. ​
  • Greg lives locally in Westfield NJ with his wife, 2 kids and dogs. Greg is on the board of the Westfield Foundation, that supports local charities and initiatives.​
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  • Olya leads BWG Global’s research organization, overseeing operations across multiple industry sectors and regions.
  • With over 20 years of experience at OTR Global, she has continuously enhanced research processes and products, most recently integrating best practices and sector teams.
  • Earlier in her career, Olya conducted quantitative and qualitative consumer research for Coca-Cola Export Corp. in Moscow, Russia.
  • She holds an MBA from Northern Illinois University and a bachelor’s degree in business from Touro University, Moscow.
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  • With over a decade of dedicated service at BWG Global (formerly OTR Global + BWG Strategy), Thomas has been instrumental in steering the firm’s compliance and operational excellence. His extensive legal expertise, honed over 19 years as a trial lawyer, and his leadership as former President of the City of Stamford Board of Education, underscore his commitment to integrity and strategic vision.
  • Thomas holds a Juris Doctor from the Catholic University Columbus School of Law and a Bachelor of Arts in Political Science from Fordham University
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  • In his role as CTO & CIO at BWG Global, Robert has executed a digital transformation that has brought great efficiency to how the business uses technology, and how our clients and network experience BWG Global’s products.
  • Robert loves to sit at the intersection of Tech and Business, proving the role of technology in achieving highly valued business outcomes.
  • Prior to joining BWG Global, Robert was a VP at SES Satellites where he oversaw a global technical team and drove many global transformation programs focused on improving operations throughout the commercial and technical organizations.
  • Earlier in his Career he worked for CRM and ERP resellers where he managed a development team and led dozens of implementations for clients of multiple sizes, throughout multiple industries.
  • Robert holds a B.S. in CIS from Rider University (USA), and an MBA from Warwick University (UK)
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  • In his role as Head of Finance at BWG Global, Robert leads the company’s financial strategy, corporate accounting, and operational finance functions. With more than a decade of senior‑level experience in corporate finance, Robert plays a key role in guiding BWG Global’s growth, ensuring financial discipline, and supporting the organization’s continued expansion across its global research and intelligence platform.

  • Before joining BWG Global, Robert built a career distinguished by leadership roles across finance and accounting, most recently as Controller at Zelis, a healthcare technology company, where he oversaw the full cycle accounting function for their SaaS business. In these roles he has developed deep expertise in financial planning and analysis, corporate accounting, and organizational performance management. His background includes driving process improvements, strengthening financial controls, and partnering with executive teams to align financial insights with strategic objectives.

  • Robert received his B.A. From the University of Florida and his MBA from Strayer University. He is Certified Public Accountant (CPA) licensed in New Jersey.

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  • Co-Founder & Managing Director of BWG Connect and Host of the Digital Deep Dive Podcast
  • Prior to this, Aaron was Head of Ecommerce Sales and Business Development at Perrigo, a multi-billion-dollar OTC pharmaceutical company where he led their online sales initiatives including Amazon and Direct to Consumer. He began his career as a Scientist at Pfizer formulating synthetic pathways for novel compounds entering Phase I & II clinical trials.  
  • Aaron holds a BS in Chemistry and Biochemistry from The University of Michigan and an MBA from Western Michigan University
  • In his spare time, he enjoys chauffeuring his 4 kids to various sporting practices and games. 
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