Loring

BLUE BOTTLE COFFEE REVIVES THE LEGACY OF 1950S ESPRESSO WITH FIRST ESPRESSO LAUNCH

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火曜日, 3月 12, 2024

OAKLAND, Calif., March 12, 2024 /PRNewswire/ -- Today, Blue Bottle Coffee is releasing a new, limited-edition espresso blend and set - First Espresso - created to pay homage to the iconic espresso culture of the 1950s. With First Espresso, Blue Bottle invites coffee drinkers on a nostalgic journey back in time to experience the essence of the first modern espresso, which fueled the freethinkers and creative tastemakers of the era.

Key Points: 
  • OAKLAND, Calif., March 12, 2024 /PRNewswire/ -- Today, Blue Bottle Coffee is releasing a new, limited-edition espresso blend and set - First Espresso - created to pay homage to the iconic espresso culture of the 1950s.
  • With First Espresso, Blue Bottle invites coffee drinkers on a nostalgic journey back in time to experience the essence of the first modern espresso, which fueled the freethinkers and creative tastemakers of the era.
  • Demonstrating commitment to innovation and widening the accessibility of specialty coffee, Blue Bottle launched Craft Instant Espresso in 2022.
  • To further celebrate the legacy of espresso, Blue Bottle is offering two online courses to help guests master the art and craft of brewing espresso: The Art of Espresso and The Art of Milk.

US SIF “Trends Report” Documents Sustainable Investment Assets of $8.4 Trillion

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火曜日, 12月 13, 2022

The US SIF Foundations 14th edition of the biennial Report on US Sustainable Investing Trends identifies $8.4 trillion in total US sustainable investment assets under management at the beginning of 2022.

Key Points: 
  • The US SIF Foundations 14th edition of the biennial Report on US Sustainable Investing Trends identifies $8.4 trillion in total US sustainable investment assets under management at the beginning of 2022.
  • The report also documents a growing focus on the inclusion of climate change and labor issues in sustainable investing.
  • The research for the 2022 Trends report took place as major regulatory developments occurred that will likely shape sustainable investing for years to come.
  • The 2022 Trends report, like the 13 editions before it, counted two main strategies as sustainable investing: ESG incorporationapplying various ESG criteria in investment decision-making and portfolio constructionand filing shareholder resolutions on ESG issues.

Loring Ward Added to Folio Financial's Third Party Model Manager Exchange

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木曜日, 11月 14, 2019

"The addition of Loring Ward to MMX continues the march towards greater efficiency for advisors to allow them to add value to clients," says Steven Wallman, CEO of Folio Financial.

Key Points: 
  • "The addition of Loring Ward to MMX continues the march towards greater efficiency for advisors to allow them to add value to clients," says Steven Wallman, CEO of Folio Financial.
  • "First, it allows advisors to further scale their practices by letting Loring Ward be the outsourced provider for asset allocation, rebalancing, and market commentary.
  • With over 25 years of evidence-based investing experience, Loring Ward helps advisors manage or administer over $34 billion in assets.
  • All named third party companies are unaffiliated with BAM Advisor Services d/b/a Loring Ward.

Loring Ward Hosts 24th Annual National Education Conference

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火曜日, 10月 23, 2018

SAN JOSE, Calif., Oct. 23, 2018 /PRNewswire/ -- Loring Ward held its annual National Education Conference Sept. 30-Oct. 3 in San Francisco for more than 170 independent advisors.

Key Points: 
  • SAN JOSE, Calif., Oct. 23, 2018 /PRNewswire/ -- Loring Ward held its annual National Education Conference Sept. 30-Oct. 3 in San Francisco for more than 170 independent advisors.
  • One of the highlights of the conference was the opportunity to hear more about the recently announced merger between Loring Ward and The Buckingham Family of Services ("Buckingham").
  • Alex Potts, Loring Ward CEO, and Adam Birenbaum, Buckingham CEO, shared their vision of what the year-end merger (subject to customary conditions) of the two firms could mean for advisors.
  • During the conference, Loring Ward also presented Loring Ward Investment Committee Member Meir Statman with its Heritage Award in recognition of how his perspective and insights have helped shape the firm's investment approach.

Evan Loring Joins the Board of Advisors for KDM Ventures

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月曜日, 7月 9, 2018

NORWELL, Mass., July 9, 2018 /PRNewswire/ -- KDM Ventures LLC today announced that Evan Loring, Global Sales Director of Congruity360 joined the board of advisors for KDM Ventures, a digital strategy and investment firm based out of Norwell, Massachusetts.

Key Points: 
  • NORWELL, Mass., July 9, 2018 /PRNewswire/ -- KDM Ventures LLC today announced that Evan Loring, Global Sales Director of Congruity360 joined the board of advisors for KDM Ventures, a digital strategy and investment firm based out of Norwell, Massachusetts.
  • Evan Loring brings a wealth of knowledge, relationships and skills in sales and business strategy to the company.
  • Evan Loring attended the University of New Hampshire where he earned a Bachelor's degree in Economics and a Masters degree in Business Administration.
  • Evan Loring is a former collegiate athlete, where as an undergraduate he received three Academic All-Colonial Athletic Association selections.