Portfolio manager

Canso Select Opportunities Corporation Announces Senior Management Change

Retrieved on: 
Wednesday, November 23, 2022
Portfolio manager, Pi bond, TSX, CSOC, TSX Venture Exchange, BMO Capital Markets, Research, News, Blockchain.com, ABS, Investment, Management, Canso

RICHMOND HILL, Ontario, Nov. 23, 2022 (GLOBE NEWSWIRE) -- Canso Select Opportunities Corporation (TSX Venture: CSOC.A, CSOC.B) (the "Company" or "CSOC") is pleased to announce a new President and Chief Executive Officer of the Company.

Key Points: 
  • The Board of Directors has named Mr. Joe Morin to serve as President and Chief Executive Officer of CSOC.
  • Joe is also a Portfolio Manager at Canso Investment Counsel Ltd. (Canso), the portfolio management arm within the Canso Group of Companies, since 2009.
  • For many years, Joe also held the position of Director of Investment Research at Canso.
  • The addition of Joe as President and CEO strengthens the already deep management team of CSOC.

Eight-Member Wealth Management Team Joins First Republic

Retrieved on: 
Monday, November 14, 2022
Banking, Professional Services, Finance, Regents of the University of California, Wealth, Portfolio manager, University of California, Davis, Trust, Wells Fargo Advisors, Senior, Columbia University School of Professional Studies, Investment, Lucas College and Graduate School of Business, First Republic Bank, Economics, Bellarmine College Preparatory, Trustee, Republic Bank, FRC, NYSE, Insurance, FINANCIAL, Chartered, Personal, California State University, McChesney, Bellarmine University, Investment company, University, Moses Austin, San Jose State University, MBA, First Republic, Curriculum, Morehouse, ICG Enterprise Trust, Business, Management, Biology, Silicon

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that an eight-person team led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang has joined First Republic Investment Management.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that an eight-person team led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang has joined First Republic Investment Management.
  • Based in Palo Alto, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
  • Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, Jessica Huang, and their team share First Republics commitment to exceptional client service, said Bob Thornton, President of First Republic Private Wealth Management.
  • Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management.

Lysander Funds Wins Eight Lipper Awards

Retrieved on: 
Thursday, November 17, 2022
Bond fund, Classification, Prospectus, USD, Refinitiv, Portfolio manager, N/A, Pharmaceutical industry, Financial adviser, Security (finance), Airline, Canso

TORONTO, Nov. 17, 2022 /CNW/ - Lysander Funds Limited ("Lysander") was recognized at the 2022 Canada Refinitiv Lipper Funds Awards today with six individual fund awards and two group awards including Best Overall Fund Family Group Over Three Years.

Key Points: 
  • TORONTO, Nov. 17, 2022 /CNW/ - Lysander Funds Limited ("Lysander") was recognized at the 2022 Canada Refinitiv Lipper Funds Awards today with six individual fund awards and two group awards including Best Overall Fund Family Group Over Three Years.
  • The annual Canada Refinitiv Lipper Awards honour funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
  • Lysander received honours in these categories:
    The individual fund awards and winning funds are:
    Best Global Corporate Fixed Income Fund Over Five Years - Lysander-Canso U.S. Credit Fund (USD) - Series F
    About Refinitiv Lipper Fund Awards For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds.
  • Lysander Funds is a registered trademark of Lysander Funds Limited.

The LDIC North American Small Business Fund Recognized at the 2022 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, November 17, 2022
Growth, Investment fund, WIRE, Bids for the 2022 Commonwealth Games, Hotel manager, Fund, NEWS, FOR, Risk, Portfolio manager, NOT

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES/

Key Points: 
  • /NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES/
    TORONTO, Nov. 17, 2022 /CNW/ - LDIC Inc. (the "Manager"),is pleased to announce the LDIC North American Small Business Fund has been awarded the 2022 Refinitiv Lipper Fund Canada Award for the Best Canadian-Focused Small/Mid Cap Equity Fund Over Five Years.
  • The award was received by Portfolio Managers of the Fund, Michael Decter and Razi Hasan.
  • "We are honoured to once again receive the Refinitiv Lipper Fund Canada Award for the Best Canadian-Focused Small/Mid Cap Equity Fund.
  • For more information on the LDIC North American Small Business Fund, please join Portfolio Manager's Razi Hasan & Michael Decter for a webinar on November 28th at 1:00pm.

Matson Money Launches its "Breakthrough Investing" in Canada in a Strategic Alignment with Origin Wealth, Bringing New Opportunities to Canadian Advisors and Investors

Retrieved on: 
Tuesday, November 15, 2022
Growth, Nobel Prize, Conference, RIA, Environment, City, Modern portfolio theory, Fama–French three-factor model, Economics, Brand, Education, Efficient-market hypothesis, Breakthrough, Human, U.S. Securities and Exchange Commission, Portfolio manager, Securities & Exchange Commission of Pakistan, Financial adviser, Financial services, Pharmaceutical industry

SCOTTSDALE, Ariz., Nov. 15, 2022 /PRNewswire/ -- Matson Money, a U.S.-based wealth management firm, today announced its strategic alignment with Canadian advisory firm Origin Wealth to provide its portfolios and investment principles in Canada. In addition, Matson Money created a version of its signature large-scale coaching event, "The American Dream Experience," named "Breakthrough Investing," targeted specifically for investors around the globe, which is being offered and hosted in Canada by Origin Wealth.

Key Points: 
  • Founded in 1991, Matson Money is a multi-generational, fee-based registered investment advisor (RIA) doing business in all 50 states and Puerto Rico.
  • I started Origin Wealth to align with Matson Money and make these breakthroughs available to Canadian investors."
  • Canadian advisors and investors who are interested in attending the Breakthrough Investing event, can register with Origin Wealth.
  • Since Matson Money's inception in 1991, the firm has helped advisors and their clients rethink investing and transform their relationships with money.

Bellevue Asset Management AG: A promising outlook for the biotech sector

Retrieved on: 
Friday, November 11, 2022
House, CHF, Pfizer, Patisiran, Research, Risk, CNMV, Swiss, AG, Anti-transglutaminase antibodies, Sickle, SIX Swiss Exchange, Biotechnology, Portfolio manager, Cardiomyopathy, Prospectus, SICAV, Lux, Julius Baer Group, Face, RNA, Pressure, Hematologic disease, Schizophrenia, Acquisition, Regeneron Pharmaceuticals, Doctor of Philosophy, TEL, Capital, Annual report, Swiss Federal Institute of Technology, Neurology, Biochemistry, Post office box, Clinical trial, Table, Federal Institute for Drugs and Medical Devices, FDA, USD, Depression, Migraine, Association, D, Haemophilia, NBI, Amyloidosis, Investment, Judgement, Therapy, Fine chemical, Pharmaceutical industry, Vertex, Alnylam Pharmaceuticals

Media release of November 9, 2022

Key Points: 
  • Media release of November 9, 2022
    Judging by the market performance of biotech stocks, the past two years have been difficult for the biotech sector.
  • Nevertheless, the sector outlook is positive, not only for the remainder of the current year, but also for the coming year.
  • The Bellevue Biotech (Lux) Fund is primarily invested in mid-sized biotech companies with strong innovation and growth momentum and that possess a number of positive triggers in expanding pipelines.
  • Lukas Leu has joined Bellevue Asset Management in 2021 and is a Portfolio Manager of the Bellevue Biotech Fund.

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Northeast

Retrieved on: 
Thursday, November 10, 2022
Professional Services, Philanthropy, Other Philanthropy, Finance, Foundation, Banking, National Association of Affordable Housing Lenders, Foundation, FIA, Equal housing lender, Nasdaq, Industrial and organizational psychology, Head Office, Advisory board, J.N.N Arts & Science Women's College, Multimedia, Management, Suffolk University, Solution, Outsourced, FDIC, Investment, Growth, BNY, Industry, The arts, Bank, Portfolio manager, Financial adviser, Northern Trust

Northern Trust announced today that Michael Janko has joined the Foundation & Institutional Advisors (FIA) practice as a Senior Investment Advisor in Boston, where he will support the firms foundation, endowment and institutional nonprofit clients.

Key Points: 
  • Northern Trust announced today that Michael Janko has joined the Foundation & Institutional Advisors (FIA) practice as a Senior Investment Advisor in Boston, where he will support the firms foundation, endowment and institutional nonprofit clients.
  • Northern Trusts Foundation & Institutional Advisors (FIA) group serves nonprofit organizations through sophisticated investment management solutions, strategic insights and world-class resources.
  • More information about Northern Trust Foundation and Institutional Advisors can be found at www.northerntrust.com/FIA .
  • Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S.

Center Creek Capital Group Adds Senior Leadership, as Firm Addresses the Housing Affordability Crisis through Single-Family Rentals

Retrieved on: 
Wednesday, November 2, 2022
Residential Building & Real Estate, Construction & Property, Professional Services, Finance, McConaghy, Ari Magder, Southeastern United States, Portfolio manager, McNulty, Housing, Merrill (company), Asset, Female, Property management, Financial services, Investment

Center Creek Capital Group ("Center Creek"), a mission-oriented housing investment and development firm specializing in affordable single-family rentals, has hired Megan McNulty as Director of Portfolio Management and promoted Akzahara A.K.

Key Points: 
  • Center Creek Capital Group ("Center Creek"), a mission-oriented housing investment and development firm specializing in affordable single-family rentals, has hired Megan McNulty as Director of Portfolio Management and promoted Akzahara A.K.
  • Through its two active Center Creek Housing Funds, the firm is on track to hold and manage more than 500 affordable rental properties by 2023.
  • Center Creek Capital Group is a mission-oriented housing investment and development leader, generating value for our investors and transforming the lives of families in our homes.
  • Founded in 2012, Center Creek operates across the southeastern United States and allocates capital along two primary investment strategies: Affordable Housing Impact Investments & Creative Housing Development.

Anna Yaeger Joins 5AM Ventures as Partner, Head of Public Equities

Retrieved on: 
Wednesday, October 19, 2022
SAN, AstraZeneca, Wharton School of the University of Pennsylvania, Development, Therapy, Wendell Pritchett, Johnson & Johnson, Economics, Danaher Corporation, University, Goldman Sachs, Initial public offering, Point72 Asset Management, Medical Affairs Bureau, MD, Bristol Myers Squibb, Doctor of Philosophy, Industry, Galenica, Cambridge Nanosystems, Astellas Pharma, GLOBE, Lists of companies, Portfolio manager, Leadership, Pharmaceutical industry

SAN FRANCISCO and BOSTON, Oct. 19, 2022 (GLOBE NEWSWIRE) -- 5AM Ventures is pleased to announce the addition of Anna Yaeger as Partner, Head of Public Equities.

Key Points: 
  • SAN FRANCISCO and BOSTON, Oct. 19, 2022 (GLOBE NEWSWIRE) -- 5AM Ventures is pleased to announce the addition of Anna Yaeger as Partner, Head of Public Equities.
  • We are thrilled with the experience and vision that Anna will bring to the management of 5AMs growing publicly-traded portfolio, said Kush Parmar, Managing Partner at 5AM.
  • 5AM enjoys a pre-eminent reputation in biotech investing based on its deep scientific expertise and unparalleled relationships, and I look forward to bringing my public investing expertise to enhance and build our public market capabilities, said Anna Yaeger.
  • Andy Schwab, Managing Partner at 5AM added Anna brings 20 years of strong industry experience in portfolio management and investment banking.

Red Spruce Capital Hires Raymond J. McCaffrey, CFA, as Portfolio Manager

Retrieved on: 
Tuesday, October 18, 2022
Consulting, Professional Services, Finance, Registered investment adviser, Hotel manager, Business administration, CFA, Research, Business, Multimedia, McCaffrey, Industry, Picea rubens, Villanova University, Red, Portfolio manager, Amish, Silviculture, Management, Financial services, Finance, Economics, Science

Red Spruce Capital, a privately held Registered Investment Advisor, announced today the hiring of Raymond J. McCaffrey, CFA, as a Portfolio Manager.

Key Points: 
  • Red Spruce Capital, a privately held Registered Investment Advisor, announced today the hiring of Raymond J. McCaffrey, CFA, as a Portfolio Manager.
  • He joins Red Spruces Portfolio Management team of Amish Desai, Mark Kennedy, Rahul Shah, and Mark Vasquez.
  • View the full release here: https://www.businesswire.com/news/home/20221018005004/en/
    Red Spruce Capital welcomes Raymond J. McCaffrey, CFA (Photo: Business Wire)
    McCaffrey comes to Red Spruce from Cypress Capital Management where he served as Managing Director and Chief Investment Officer overseeing $1.2 billion of discretionary assets under management.
  • Added Mark Vasquez, "Our boutique investment advisory model at Red Spruce relies upon the deep expertise of our Portfolio Managers.