Hedge fund

Global Family Offices Database 2024: Asset Allocation, Investments, Management, and Investment Personnel by Name and Job Title, and Many with Emails - ResearchAndMarkets.com

Retrieved on: 
Thursday, February 29, 2024
Asset Management, Professional Services, Finance, Online, Real estate, Private equity, Radar, KYC, Stock, Investment, AUM, Database, Venture capital, Commercial, UHNW, Family, Microsoft Excel, SFO, Hedge fund, Financial services

Online database with detailed profiles of over 2,500 family offices globally, including KYC background to the family, the investment strategy of the family office, asset allocation, examples of investments, management, and investment personnel by name and job title, and many with emails.

Key Points: 
  • Online database with detailed profiles of over 2,500 family offices globally, including KYC background to the family, the investment strategy of the family office, asset allocation, examples of investments, management, and investment personnel by name and job title, and many with emails.
  • Single family offices manage the investments of the wealthiest families globally.
  • For those wishing to build relationships with single family offices, such as asset managers and private and investment bankers, the difficulty of access to SFOs is well-recognised.
  • Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital

Dominari Securities LLC Continues to Add Depth with Three New Hires

Retrieved on: 
Thursday, March 7, 2024
Senior, Hedge fund, Private equity, Mission, Pre-IPO, Capital market, Lehman Brothers, Investment, Merrill (company), MSRB, FDIC, IPO, SIPC, Software as a service, FINRA, CRS, Goldman Sachs, JPMorgan Chase, Security (finance)

NEW YORK, March 7, 2024 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) (the "Company") today announced its wholly-owned subsidiary, Dominari Securities LLC, has further expanded its practice to include the high-producing private equity investment banking team of Larry Cohen and John Russo and senior manager and director Michael Siek. The three executives join Dominari Securities from AegisStern Ventures.

Key Points: 
  • Mr. Cohen and Mr. Russo will each serve as Managing Director, Private Equity & Capital Markets at Dominari Securities.
  • Mr. Kyle Wool, CEO of Dominari Securities LLC, commented, "We are absolutely committed to positioning Dominari as a full-service, diversified financial services firm with a deep bench of credentialed financial experts.
  • Securities Brokerage and Registered Investment Adviser Services are offered through Dominari Securities LLC, a Member of FINRA, MSRB and SIPC.
  • Information for Dominari Securities LLC and its registered investment professionals as well as its SEC Form CRS may also be found on FINRA's BrokerCheck site.

First Trust Energy Infrastructure Fund Issues Notice Regarding December 2023 Distribution

Retrieved on: 
Friday, December 15, 2023
Professional Services, Finance, Hamas, Terrorism, FTA, MLP, Fund, Notice, Master limited partnership, Risk, Investment, Federal, Internal Revenue Code, Total return swap, Calendar, Uncertainty, AIB (NI), EIP, Hedge fund, COVID-19, FTP, FINRA, London Interbank Bid Rate, Judgement, Infection, ERISA, Federal Reserve, LIBOR, Net asset value, Life insurance, Financial adviser, Bank, Security (finance)

A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."

Key Points: 
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The amounts and sources of distributions reported in this Notice are only estimates and are not being provided for tax reporting purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

First Trust Enhanced Equity Income Fund Declares its Quarterly Distribution of $0.315 Per Share

Retrieved on: 
Monday, December 11, 2023
Professional Services, Finance, Hamas, Terrorism, FTA, NYSE, Policy, Security (finance), Movement, Investment, Risk, Federal, Internal Revenue Code, New York Stock Exchange, Uncertainty, AIB (NI), Hedge fund, COVID-19, FTP, Trustee, FINRA, Judgement, FFA, Infection, Plan, ERISA, Federal Reserve, Life insurance, Financial adviser, Bank, Fund

First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA) has declared the Fund's regularly scheduled quarterly distribution of $0.315 per share.

Key Points: 
  • First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA) has declared the Fund's regularly scheduled quarterly distribution of $0.315 per share.
  • Under the Plan, the Fund intends to pay a quarterly distribution in the amount of $0.315 per share.
  • This distribution will consist of net investment income earned by the Fund and may also consist of return of capital and/or realized capital gains.
  • The Fund seeks to achieve its investment objective by investing in a diversified portfolio of equity securities.

First Trust Energy Infrastructure Fund Declares its Monthly Common Share Distribution of $0.10 Per Share for December

Retrieved on: 
Monday, November 20, 2023
Consulting, Professional Services, Finance, Terrorism, FTA, MLP, NYSE, Policy, Security (finance), Investment, Risk, Federal, Internal Revenue Code, New York Stock Exchange, Uncertainty, AIB (NI), EIP, Petroleum, Hedge fund, COVID-19, Natural gas, FTP, Trustee, FINRA, London Interbank Bid Rate, Judgement, Infection, Plan, ERISA, Federal Reserve, LIBOR, Life insurance, Financial adviser, Bank, Fund

First Trust Energy Infrastructure Fund (the "Fund") (NYSE: FIF) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.10 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.

Key Points: 
  • First Trust Energy Infrastructure Fund (the "Fund") (NYSE: FIF) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.10 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.
  • Under the Plan, the Fund intends to continue to pay a recurring monthly distribution that reflects the distributable cash flow of the Fund.
  • The distribution may consist of net investment income earned by the Fund, net short-term and long-term capital gains and/or tax-deferred return of capital.
  • The Fund seeks to achieve its investment objectives by investing primarily in securities of companies engaged in the energy infrastructure sector.

First Trust High Income Long/Short Fund Declares its Monthly Common Share Distribution of $0.105 Per Share for December

Retrieved on: 
Monday, November 20, 2023
Professional Services, Finance, FSD, FTA, Terrorism, NYSE, Fund, Movement, Investment, Risk, Internal Revenue Code, Federal, Fraud, New York Stock Exchange, Uncertainty, AIB (NI), Hedge fund, COVID-19, FTP, FINRA, London Interbank Bid Rate, Judgement, Infection, Loss, ERISA, Federal Reserve, Government, LIBOR, Life insurance, Security (finance), Financial adviser, Financial services, Bank, Cryptocurrency, Public utility

First Trust High Income Long/Short Fund (the "Fund") (NYSE: FSD) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.105 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.

Key Points: 
  • First Trust High Income Long/Short Fund (the "Fund") (NYSE: FSD) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.105 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

First Trust/abrdn Global Opportunity Income Fund Declares its Monthly Common Share Distribution of $0.06 Per Share for December

Retrieved on: 
Monday, November 20, 2023
Professional Services, Finance, Terrorism, FTA, NYSE, Fund, Movement, Central bank, Investment, Risk, Federal, Fraud, Internal Revenue Code, European, New York Stock Exchange, Uncertainty, FAM, AIB (NI), Organic, Hedge fund, COVID-19, European Central Bank, FTP, FINRA, London Interbank Bid Rate, Judgement, Infection, Loss, ERISA, Federal Reserve, Government, Abrdn, LIBOR, Life insurance, Security (finance), Financial adviser, Bank, Cryptocurrency

First Trust/abrdn Global Opportunity Income Fund (the "Fund") (NYSE: FAM) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.06 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.

Key Points: 
  • First Trust/abrdn Global Opportunity Income Fund (the "Fund") (NYSE: FAM) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.06 per share payable on December 15, 2023, to shareholders of record as of December 4, 2023.
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.
  • Market risk is the risk that a particular security, or shares of a fund in general may fall in value.

First Trust Mortgage Income Fund Increases its Monthly Common Share Distribution to $0.0825 Per Share for December

Retrieved on: 
Monday, November 20, 2023
Professional Services, Finance, Sale, Terrorism, FTA, NYSE, Fund, Investment, Risk, Internal Revenue Code, Federal, New York Stock Exchange, Hedge fund, Uncertainty, AIB (NI), FMY, COVID-19, FTP, FINRA, London Interbank Bid Rate, Judgement, Infection, ERISA, Federal Reserve, Failure, LIBOR, Life insurance, Security (finance), Financial adviser, Bank, Credit

First Trust Mortgage Income Fund (the "Fund") (NYSE: FMY) has increased its regularly scheduled monthly common share distribution to $0.0825 per share from $0.07 per share.

Key Points: 
  • First Trust Mortgage Income Fund (the "Fund") (NYSE: FMY) has increased its regularly scheduled monthly common share distribution to $0.0825 per share from $0.07 per share.
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

First Trust Energy Infrastructure Fund Issues Notice Regarding November 2023 Distribution

Retrieved on: 
Wednesday, November 15, 2023
Professional Services, Finance, Terrorism, FTA, MLP, Fund, Notice, Master limited partnership, Risk, Investment, Federal, Internal Revenue Code, Total return swap, Calendar, Uncertainty, AIB (NI), EIP, Hedge fund, COVID-19, FTP, FINRA, London Interbank Bid Rate, Judgement, Infection, ERISA, Federal Reserve, LIBOR, Net asset value, Life insurance, Cryptocurrency, Financial adviser, Bank, Security (finance)

A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."

Key Points: 
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The amounts and sources of distributions reported in this Notice are only estimates and are not being provided for tax reporting purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund Declares its Quarterly Distribution of $0.20 Per Share

Retrieved on: 
Monday, November 13, 2023
Professional Services, Finance, MAM, Terrorism, FTA, MLP, Acquisition, NYSE, NAV, Fund, Policy, Natural Resources, MFD, Central bank, Capital gain, Investment, Risk, Federal, Macquarie Group, Internal Revenue Code, Weather, Adviser, European, Hedge fund, New York Stock Exchange, Federal Energy Regulatory Commission, Uncertainty, AIB (NI), Debt-to-GDP ratio, COVID-19, European Central Bank, FERC, FTP, Core Component Technical Specification, FINRA, London Interbank Bid Rate, Judgement, Infection, ERISA, Federal Reserve, LIBOR, Life insurance, Security (finance), Financial adviser, Financial services, Bank

Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (the "Fund") (NYSE: MFD) has declared the Fund's regularly scheduled quarterly distribution of $0.20 per share.

Key Points: 
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (the "Fund") (NYSE: MFD) has declared the Fund's regularly scheduled quarterly distribution of $0.20 per share.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.
  • The Fund principally invests in a global portfolio of infrastructure stocks in a range of currencies and senior secured loans.