CAIA

Leading Lower Middle-Market Specialist Investment Firm Star Mountain Capital Adds Bryan Johnson as a Managing Director in Los Angeles, Bolstering its Secondaries and Investor Solutions Team

Retrieved on: 
火曜日, 5月 28, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Chemical engineering, CFA Institute, AQR, University, Chartered Alternative Investment Analyst, AQR Capital, Ageing, University of Southern California, MBA, Infineon Technologies, CAIA, Dimensional Fund Advisors, RIA, CFA, RIAS, Arizona State University, FINRA, Multimedia, Star, Financial services

View the full release here: https://www.businesswire.com/news/home/20240528877824/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240528877824/en/
    Bryan Johnson, Star Mountain Capital Managing Director (Photo: Business Wire)
    Bryan Johnson has nearly 20 years of leadership experience advising and consulting on strategic investment solutions to some of the world’s largest and most sophisticated wealth managers, family offices and high-net-worth individuals.
  • “I was also intrigued to learn how large and highly fragmented the lower middle-market is at nearly 50% of the U.S. economy.
  • Mr. Johnson is a Chartered Financial Analyst (CFA) charterholder and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
  • He is a member of the CFA Institute and CFA Society Los Angeles, which he has lectured for since 2011.

Colorado Enacts First Comprehensive U.S. Law Governing Artificial Intelligence Systems

Retrieved on: 
火曜日, 5月 28, 2024
Act, AI, Artificial intelligence, CAIA, Senate, FPF, Colorado Senate, Private investigator

On May 17, Governor Polis signed the Colorado AI Act (CAIA) (SB-205) into law, establishing new individual rights and protections with respect to high-risk artificial intelligence systems. Building off the work of existing best practices and prior legislative efforts, the CAIA is the first comprehensive United States law to explicitly establish guardrails against discriminatory outcomes […]

Key Points: 
  • Colorado Enacts First Comprehensive U.S. Law Governing Artificial Intelligence Systems
    On May 17, Governor Polis signed the Colorado AI Act (CAIA) (SB-205) into law, establishing new individual rights and protections with respect to high-risk artificial intelligence systems.
  • Building off the work of existing best practices and prior legislative efforts, the CAIA is the first comprehensive United States law to explicitly establish guardrails against discriminatory outcomes from the use of AI.
  • The regulation of emerging technologies such as artificial intelligence is a complex issue where effective governance is best achieved by incorporating multiple perspectives and diverse stakeholder input.
  • FPF has released a Two–Page Fact Sheet summarizing the key definitions, consumer rights, and business obligations established by SB-205.

WebBank Announces Ken Laudano named SVP – Head of Credit Structuring & Counterparty Risk

Retrieved on: 
水曜日, 5月 22, 2024
Banking, Professional Services, Finance, Statistics, Credit, Lease, University, Private equity, BNY Mellon, Chartered Alternative Investment Analyst, SVP, Senior, CAIA, Economics, Morgan Stanley, FDP, Research, Credit Suisse, Operation, Management

WebBank today announced the appointment of Ken Laudano as the Senior Vice President – Head of Credit Structuring & Counterparty Risk.

Key Points: 
  • WebBank today announced the appointment of Ken Laudano as the Senior Vice President – Head of Credit Structuring & Counterparty Risk.
  • Ken joined WebBank in May 2024, and in this newly created role he will lead the team responsible for managing the credit risk of WebBank’s asset finance lending portfolio.
  • Ken brings more than 20 years of asset finance industry experience to the role, including extensive credit structuring, cash flow modeling, and portfolio management expertise.
  • Before joining WebBank, Ken worked at East West Bank where he served as SVP / Deputy Chief Credit Officer for Structured Finance and Private Equity.

Bayview Asset Management Adds Craig T. Schorr to Insurance Asset Management Leadership Team

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火曜日, 5月 21, 2024
Asset Management, Professional Services, Insurance, Finance, Economics, Naval Reserve, AB, AlixPartners, University, Certification, Engineering, Boston Consulting Group, MBA, CAIA, AllianceBernstein, United States Navy, Asset management, Culture, CFA, Schorr, Financial adviser

Bayview Asset Management, LLC (“Bayview”), a global investment management firm with a 30-year history investing in mortgage and consumer credit, today announced it has hired Craig T. Schorr, CFA, CAIA, CFP® as a Managing Director in its recently formed Insurance Asset Management division.

Key Points: 
  • Bayview Asset Management, LLC (“Bayview”), a global investment management firm with a 30-year history investing in mortgage and consumer credit, today announced it has hired Craig T. Schorr, CFA, CAIA, CFP® as a Managing Director in its recently formed Insurance Asset Management division.
  • Schorr is joining Bayview from AllianceBernstein (AB) where he was most recently the Global Insurance Practice Leader and the Head of North American Insurance.
  • “We are delighted to welcome Craig to Bayview,” said Nancy Mueller Handal, Head of Bayview’s Insurance Asset Management division.
  • Previously, he was a management consultant with Boston Consulting Group and AlixPartners in Boston, New York, and Zürich.

Virtus Introduces Virtus AlphaSimplex Managed Futures ETF

Retrieved on: 
金曜日, 5月 17, 2024
Banking, Asset Management, Professional Services, Finance, Momentum, ASMF, Index, Virtus Investment Partners, Overalls, ETF, AlphaSimplex Group, CAIA

Virtus Investment Partners, Inc. (NYSE: VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus AlphaSimplex Managed Futures ETF (NYSE: ASMF), the first ETF strategy managed by AlphaSimplex Group, LLC .

Key Points: 
  • Virtus Investment Partners, Inc. (NYSE: VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus AlphaSimplex Managed Futures ETF (NYSE: ASMF), the first ETF strategy managed by AlphaSimplex Group, LLC .
  • The Virtus AlphaSimplex Managed Futures ETF utilizes AlphaSimplex’s proprietary research and dynamic risk management systems to analyze market behavior and adapt to changing market dynamics.
  • The ETF is designed to target the risk/return characteristics of the 20 largest managed futures funds in the world, as measured by the SG CTA Index.
  • “AlphaSimplex has been redefining systematic strategies for 25 years,” said William J. Smalley, executive managing director, Virtus ETF Solutions.

Fei Xue Appointed as Vice President of ABL Wealth at Abacus Life

Retrieved on: 
木曜日, 4月 18, 2024
ABL, RIAS, CNL, Chartered Alternative Investment Analyst, CAIA, Partnership, RIA, Intelligence, JPMorgan Chase, Babson College, CNL Financial Group, Longevity, Registered investment adviser, Growth, Abacus

ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.

Key Points: 
  • ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.
  • In her new role, Ms. Xue will oversee the buildout of ABL Wealth and will report to Abacus Life Chairman and CEO, Jay Jackson.
  • “We are thrilled to have Fei join Abacus in this key leadership role for ABL Wealth.
  • “ABL Wealth’s launch into the independent wealth management space is a key strategic growth area for Abacus Life, and I am excited to be a part of this journey,” said Ms. Xue.

John L. Bowman to Succeed William J. Kelly as CAIA Association CEO on December 31, 2024.

Retrieved on: 
水曜日, 5月 1, 2024
Other Professional Services, Finance, Asset Management, Consulting, Continuing, Professional Services, Education, Training, Chartered Alternative Investment Analyst, CAIA, Partnership, Unifi, Human, Curriculum, Retirement, Professional, Growth

Bowman be appointed Chief Executive Officer following William J. Kelly’s retirement on December 31, 2024.

Key Points: 
  • Bowman be appointed Chief Executive Officer following William J. Kelly’s retirement on December 31, 2024.
  • We owe him a debt of gratitude and thank him for all he has done to further the growth of CAIA.
  • Bowman, “You never feel completely prepared for the weight of stewarding such an important mission as that which defines CAIA.
  • Bowman and Mr. Kelly will continue to work closely in the months leading up to the completion of this CEO succession.

Mesirow Equity Management Named Zephyr's PSN Manager of the Decade

Retrieved on: 
水曜日, 4月 10, 2024
Database, CAIA, Zephyr, PSN, CFA

Award recognizes top performers for the latest ten-year period, ending in 2023

Key Points: 
  • Award recognizes top performers for the latest ten-year period, ending in 2023
    CHICAGO, April 10, 2024 /PRNewswire/ -- Mesirow, an independent employee-owned financial services firm, is pleased to announce that Mesirow Equity Management was awarded Manager of the Decade by Zephyr's PSN manager database.
  • Over the past ten years, Mesirow Equity Management outperformed the standard style benchmark while driving investor benefits, including a smoother return stream.
  • For nearly four decades, PSN has been a top resource for investment professionals and asset managers.
  • The complete list of PSN awards and an overview of the methodology can be read here .

ABR Dynamic Funds Welcomes Fourth Partner in Firm’s History

Retrieved on: 
火曜日, 4月 9, 2024
Certification, Growth, Learning, Mentorship, ABR, Partnership, Business, Knowledge, Female, MBA, CAIA, Management

"Mehar's ascent within our organization exemplifies the values of pleasant persistence and determined excellence that we hold dear at ABR," says Taylor Lukof, CEO.

Key Points: 
  • "Mehar's ascent within our organization exemplifies the values of pleasant persistence and determined excellence that we hold dear at ABR," says Taylor Lukof, CEO.
  • Shah’s elevation to partnership at ABR coincides with her recent completion of the MBA program at NYU Stern School of Business while simultaneously balancing full-time employment at ABR.
  • My journey has been shaped by a lifelong commitment to learning, both from esteemed institutions, like NYU Stern, and from mentors within ABR.
  • ABR maintains its dedication to delivering innovative investment solutions, utilizing proprietary research and quantitative models to maximize risk-adjusted returns.

MissionSquare Retirement Announces Retirement of Chief Investment Officer Wayne Wicker Following Distinguished Financial Services Career

Retrieved on: 
火曜日, 4月 2, 2024
CIO, Health, Retirement, ESG, University, Head, Wicker, MBA, Washington State University, Investment, CFA, CAIA, National university, Financial adviser

Washington D.C., April 02, 2024 (GLOBE NEWSWIRE) -- MissionSquare Retirement , a staunch advocate of retirement security and financial well-being, today announces the retirement of Wayne Wicker, the company’s highly respected Chief Investment Officer (CIO).

Key Points: 
  • Washington D.C., April 02, 2024 (GLOBE NEWSWIRE) -- MissionSquare Retirement , a staunch advocate of retirement security and financial well-being, today announces the retirement of Wayne Wicker, the company’s highly respected Chief Investment Officer (CIO).
  • Karen Chong-Wulff , CFA, CAIA, Head of Fixed Income for MissionSquare Retirement, will succeed Wicker as Acting CIO, effective April 5, 2024, in accordance with the company’s succession plan.
  • “MissionSquare Retirement is grateful for Wayne’s twenty years of service to the company, and we wish him the very best in his well-deserved retirement,” said Deanna J. Santana, Acting CEO & President at MissionSquare Retirement.
  • Prior to joining MissionSquare Retirement in July 2007, Chong-Wulff held senior positions at DuPont Capital Management and Morley Capital Management.