Investment banks

HJ Sims Welcomes Siamac Afshar as Vice President, Investment Banking

Retrieved on: 
Tuesday, April 9, 2019

FAIRFIELD, Conn., April 9, 2019 /PRNewswire/ -- HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce thatSiamac Afshar joins the firm in the Philadelphia, PA office as Vice President, Investment Banking.

Key Points: 
  • FAIRFIELD, Conn., April 9, 2019 /PRNewswire/ -- HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce thatSiamac Afshar joins the firm in the Philadelphia, PA office as Vice President, Investment Banking.
  • "We are excited to welcome Siamac Afshar to the HJ Sims banking team.
  • ABOUT HJ SIMS: Founded in 1935 on Wall Street, HJ Sims is a privately held investment bank and wealth management firm with $2.2 billion of assets under management.
  • The firm is headquartered in Fairfield, Connecticut, with nationwide investment banking, private client wealth management and trading locations.

Former Head of U.S. Corporate Access at RBC Capital Markets Joins Strategic Advisory Firm Rose & Company

Retrieved on: 
Tuesday, April 9, 2019

Mr. Meyers was the founding member of RBC Capital Markets' U.S. corporate access platform and led the team for nine years.

Key Points: 
  • Mr. Meyers was the founding member of RBC Capital Markets' U.S. corporate access platform and led the team for nine years.
  • In that capacity, he was responsible for strategy, content, systems and staffing of a highly-ranked corporate access platform.
  • Mr. Meyers has 25 years of experience across capital markets, investor relations, and corporate finance, most recently with Berenberg Capital Markets, where he was the Head of U.S. Corporate Access.
  • Rose & Company is a strategic advisory firm dedicated to helping clients successfully navigate the global capital markets.

Boston Private Appoints Colleen Graham General Counsel

Retrieved on: 
Tuesday, April 9, 2019

Boston Private , a leading provider of fully integrated wealth management, trust, and commercial and private banking services, today announced the appointment of Colleen Graham as Executive Vice President and General Counsel, effective April 8, 2019.

Key Points: 
  • Boston Private , a leading provider of fully integrated wealth management, trust, and commercial and private banking services, today announced the appointment of Colleen Graham as Executive Vice President and General Counsel, effective April 8, 2019.
  • Headquartered in Boston, Boston Private has offices across the United States, including in Boston, San Francisco, San Jose, Los Angeles, Palm Beach and Naples.
  • Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly-owned subsidiary of Boston Private Bank & Trust Company.
  • Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ:BPFH).

Avidbank Hires 30-year Banking Veteran Joe Wilson

Retrieved on: 
Tuesday, April 9, 2019

Avidbank Holdings, Inc., (OTC Pink: AVBH), a bank holding company and the parent company of Avidbank, announced today that veteran banking executive Joe Wilson has joined the Bank as Senior Vice President, Corporate Banking Division.

Key Points: 
  • Avidbank Holdings, Inc., (OTC Pink: AVBH), a bank holding company and the parent company of Avidbank, announced today that veteran banking executive Joe Wilson has joined the Bank as Senior Vice President, Corporate Banking Division.
  • Joes banking career spans 30 plus years, stated Dori Hamilton, Executive Vice President and Chief Banking Officer.
  • I am extremely excited to join Avidbanks very successful Corporate Banking team in San Jose, stated Mr. Wilson.
  • Avidbank has a strong reputation for exceptional customer service, understanding the intricacies of business banking, and providing customized banking solutions that meet client expectations.

Greenlane Launches Initial Public Offering

Retrieved on: 
Monday, April 8, 2019

Greenlane Holdings, Inc. (Greenlane), a leading distributor of premium vaporization products and consumption accessories, announced today that it has commenced an initial public offering of 5,333,333 shares of its Class A common stock, of which Greenlane will be offering 4,666,666 shares and the selling stockholders will be offering 666,667 shares.

Key Points: 
  • Greenlane Holdings, Inc. (Greenlane), a leading distributor of premium vaporization products and consumption accessories, announced today that it has commenced an initial public offering of 5,333,333 shares of its Class A common stock, of which Greenlane will be offering 4,666,666 shares and the selling stockholders will be offering 666,667 shares.
  • The price range for the initial public offering is currently estimated to be between $14.00 and $16.00 per share.
  • Greenlane has applied to list its Class A common stock on the Nasdaq Global Market under the ticker symbol GNLN.
  • Ladenburg Thalmann & Co. Inc., Roth Capital Partners and Northland Capital Markets will act as co-managers for the proposed offering.

Moelis & Company to Announce First Quarter 2019 Financial Results and Host a Conference Call on April 30, 2019

Retrieved on: 
Monday, April 8, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2019 financial results after the market closes on Tuesday, April 30, 2019.

Key Points: 
  • Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2019 financial results after the market closes on Tuesday, April 30, 2019.
  • Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 30, 2019) to review the financial results.
  • Investors and analysts may participate in the live conference call by dialing 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company First Quarter 2019 Earnings Call.
  • The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com .

FactRight Announces Partnership With Mirae Asset Wealth Management USA

Retrieved on: 
Monday, April 8, 2019

MINNEAPOLIS, April 8, 2019 /PRNewswire-PRWeb/ --FactRight, LLC (FactRight), an expert diligence, support and training solutions service for firms and advisors looking for greater success with alternative investments, announced today that it is partnering with Mirae Asset Wealth Management (USA) Inc. (MAWM), and its sister entity Mirae Asset Securities and Investments, LLC (MASI), part of a prominent global financial institution, to expand their alternative investment platforms.

Key Points: 
  • MINNEAPOLIS, April 8, 2019 /PRNewswire-PRWeb/ --FactRight, LLC (FactRight), an expert diligence, support and training solutions service for firms and advisors looking for greater success with alternative investments, announced today that it is partnering with Mirae Asset Wealth Management (USA) Inc. (MAWM), and its sister entity Mirae Asset Securities and Investments, LLC (MASI), part of a prominent global financial institution, to expand their alternative investment platforms.
  • We are dedicated to providing innovative financial management solutions that are relevant to each individual investor," said Paul Lee, managing director at MAWM.
  • Mirae Asset Wealth Management (USA), Inc.(MAWM), is an institutional investment manager based in Los Angeles, California.
  • Mirae Asset Securities and Investments, LLC (MASI), is a diversified asset manager; both are integral entities of the global financial group Mirae Asset Daewoo, based in South Korea.

Banco Latinoamericano de Comercio Exterior, S.A. (NYSE: BLX) cordially invites you to participate in its First Quarter 2019 Earnings Conference Call

Retrieved on: 
Friday, April 5, 2019

Bladex's First Quarter 2019 Earnings Release will be announced on Wednesday, April 17, 2019 before the market opens and will be available on the Bank's corporate website, along with the webcast presentation.

Key Points: 

Bladex's First Quarter 2019 Earnings Release will be announced on Wednesday, April 17, 2019 before the market opens and will be available on the Bank's corporate website, along with the webcast presentation.

UBS Declares Coupon Payments on 22 ETRACS Exchange Traded Notes

Retrieved on: 
Friday, April 5, 2019

As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.

Key Points: 
  • As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • The applicable offering document for each ETRACS may be obtained by clicking on the name of each ETRACS identified above.
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.

Boutique Mutual Funds Conference Welcomes Berkshire Global Advisors as a Gold Sponsor

Retrieved on: 
Friday, April 5, 2019

The conference is ideal for small to medium-sized mutual fund firms who want new, actionable ideas to help them grow assets.

Key Points: 
  • The conference is ideal for small to medium-sized mutual fund firms who want new, actionable ideas to help them grow assets.
  • Joining Cameron on the panel are Neil Hennessy, CEO Hennessy Advisors and Brad Hearsh, senior advisor, UBS Investment Bank.
  • For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry.
  • Berkshire Global Advisors is headquartered in New York, NY and has offices in London, Sydney, San Francisco and Denver.