Institutional Investor

Webber Research Expands Platform with Addition of LNG Industry Veteran Kamran Javed

Retrieved on: 
Monday, January 8, 2024

NEW YORK, Jan. 8, 2024 /PRNewswire/ -- Webber Research & Advisory LLC ("Webber Research"), a leading LNG & Energy Infrastructure research and advisory boutique announces the continued expansion of its platform, with the addition of Kamran Javed to its Houston, TX research team.

Key Points: 
  • NEW YORK, Jan. 8, 2024 /PRNewswire/ -- Webber Research & Advisory LLC ("Webber Research"), a leading LNG & Energy Infrastructure research and advisory boutique announces the continued expansion of its platform, with the addition of Kamran Javed to its Houston, TX research team.
  • Kamran joins the Webber Research team in Houston, TX, leveraging more than two decades of experience in LNG across the Americas, Asia, Europe, and Middle East, to provide significant and differentiated value across our research and consulting practices.
  • Prior to joining Webber Research, Kamran worked in various roles at JERA Energy America, RasGas, Chevron and ConocoPhillips, while also working as an independent consultant focused on strategic planning and trading within the LNG space.
  • Founded by renowned industry analyst Michael Webber, Webber Research teams have been named to Institutional Investor (I.I.)

New Chief Financial Officer Appointed

Retrieved on: 
Wednesday, December 20, 2023

GeoPark is pleased to announce the appointment of Jaime Caballero Uribe to the position of CFO, effective January 15, 2024.

Key Points: 
  • GeoPark is pleased to announce the appointment of Jaime Caballero Uribe to the position of CFO, effective January 15, 2024.
  • Jaime will be responsible for GeoPark’s financial stewardship and associated activities, including capital allocation, business planning, performance management and execution, oil and gas marketing/commercial, capital markets, shareholder value, tax, financial reporting and information technology.
  • During his tenure, he was recognized by the Institutional Investor publication as one of the top three sector CFOs in Latin America.
  • For this reason, certain percentage amounts in this press release may vary from those obtained by performing the same calculations using the figures in the financial statements.

Carlisle Companies Earns “Most Honored Company” Designation from Institutional Investor 2023-24 All-America Executive Team Rankings

Retrieved on: 
Wednesday, November 15, 2023

Carlisle Companies Incorporated (NYSE:CSL), is proud to be recognized among the “Most Honored Companies” in the Institutional Investor’s 2023-24 All-America Executive Team rankings.

Key Points: 
  • Carlisle Companies Incorporated (NYSE:CSL), is proud to be recognized among the “Most Honored Companies” in the Institutional Investor’s 2023-24 All-America Executive Team rankings.
  • Carlisle was awarded first place in the Homebuilding & Building Product industry in seven out of the eight polled categories, including “Best Investor Relations”, “Best CEO”, “Best CFO”, “Best IR Professionals”, “Best IR Team”, “Best Board of Directors” and “Best ESG”.
  • “We thank the investment community for recognizing Carlisle alongside a distinguished group of the Most Honored Companies in America,” commented Chris Koch, Chair, President and Chief Executive Officer.
  • A total of 3,755 members of the investment community voted in this year’s America Executive Team survey, nominating a total of 1,429 companies.

BofA Global Research Calls 2024 "The Year of the Landing"

Retrieved on: 
Monday, November 27, 2023

NEW YORK, Nov. 27, 2023 /PRNewswire/ -- Few have experienced today's macro uncertainty in their lifetime, and investors have underappreciated and underpriced its impact. The recession that many expected in 2023 never arrived.  Inflation rates peaked in the fall of 2022 in many geographies and disinflation continued throughout 2023, despite economies being generally stronger than expected. In their newly released outlook for 2024, BofA Global Research economists and strategists note they expect this disinflation to continue and rate cuts to begin midway through the year from both the Federal Reserve and European Central Bank. Rate hikes seen over the last year and a half should ultimately weaken growth and lead to higher unemployment rates, though our economists are calling for a soft landing rather than a recession.

Key Points: 
  • In their newly released outlook for 2024, BofA Global Research economists and strategists note they expect this disinflation to continue and rate cuts to begin midway through the year from both the Federal Reserve and European Central Bank.
  • "We expect 2024 to be the year when central banks can successfully orchestrate a soft landing, though recognize that downside risks may outnumber the upside ones."
  • The 3Ps = the 3Bs: Chief Investment Strategist Michael Hartnett thinks the bull markets of 2024 will be the "3Bs"... Bonds, Bullion & Breadth.
  • The BofA Global Research franchise covers more than 3,500 stocks and 1,250 credits globally and ranks in the top tier in many external surveys.

Alteryx Named to Institutional Investor's 2023-24 All-America Executive Team

Retrieved on: 
Thursday, November 16, 2023

IRVINE, Calif., Nov. 16, 2023 /PRNewswire/ -- Alteryx, Inc. (NYSE: AYX), the Analytics Cloud Platform company, today announced members of its executive and investor relations leadership were named to Institutional Investor's 2023-24 All-America Executive Team. The Alteryx team ranked first place in all categories across the mid-cap software sector and achieved the 'Most Honored' company distinction. A well-established benchmark of excellence within the investor community over the past fifteen-plus years, the Institutional Investor rankings demonstrate how public companies are perceived by investment analysts and portfolio managers.

Key Points: 
  • IRVINE, Calif., Nov. 16, 2023 /PRNewswire/ -- Alteryx, Inc. (NYSE: AYX), the Analytics Cloud Platform company, today announced members of its executive and investor relations leadership were named to Institutional Investor's 2023-24 All-America Executive Team.
  • The Alteryx team ranked first place in all categories across the mid-cap software sector and achieved the 'Most Honored' company distinction.
  • Institutional Investor is a leading publication for institutional investors, including money managers and pension fund managers.
  • Each year, the publication releases its All-America Executive Team ranking, which reflects extensive polling of investment professionals to name the best CEOs, CFOs, and investor relations teams.

Rebalance Wins Prestigious Industry Award

Retrieved on: 
Wednesday, November 8, 2023

Palo Alto, California & Bethesda, Maryland--(Newsfile Corp. - November 8, 2023) - Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades. The first is the prestigious Forbes Top RIA Firms 2023 award, and in addition to this honor, Rebalance has also been invited to join the esteemed Institutional Investor RIA Institute.

Key Points: 
  • Palo Alto, California & Bethesda, Maryland--(Newsfile Corp. - November 8, 2023) - Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades.
  • The first is the prestigious Forbes Top RIA Firms 2023 award, and in addition to this honor, Rebalance has also been invited to join the esteemed Institutional Investor RIA Institute.
  • "As a firm that is dedicated to providing life-changing financial advice for our clients, we are excited to receive such prestigious recognition."
  • "To receive these highly-respected recognitions is a testament to the foundation of values and principles we have embedded within Rebalance," said Scott Puritz, Rebalance Managing Director.

Marathon Capital Launches Equity Research

Retrieved on: 
Tuesday, November 7, 2023

Marathon Capital, LLC (“Marathon Capital”), a leading financial advisory and investment banking firm to the clean economy, today announced the launch of its Equity Research Group with the addition of Alex Kania, as Lead Analyst.

Key Points: 
  • Marathon Capital, LLC (“Marathon Capital”), a leading financial advisory and investment banking firm to the clean economy, today announced the launch of its Equity Research Group with the addition of Alex Kania, as Lead Analyst.
  • Equity research complements Marathon Capital’s growing Equity Capital Markets business launched in 2022.
  • We’re excited to launch our equity research product over the coming months, and we are pleased to welcome Alex and Chandni to the team,” said Ted Brandt, Chief Executive Officer of Marathon Capital.
  • Alex brings more than twenty years of equity research experience to Marathon Capital.

KBW Ranks No. 1 Across Multiple Categories in 2023 Institutional Investor All-America Survey

Retrieved on: 
Thursday, November 2, 2023

1 firm across multiple categories in the 2023 Institutional Investor (II) All-America survey.

Key Points: 
  • 1 firm across multiple categories in the 2023 Institutional Investor (II) All-America survey.
  • 1 in the II survey, and KBW’s Consumer Finance research team also placed first.
  • 1 in the Financial Institutions Group (FIG) sector, and KBW also had the top-ranked trading/execution team within FIG, in the first such category ever included by II.
  • KBW is the only specialist firm to rank first in any of the sales, trading/execution, and corporate access categories across the II survey, let alone all three.

Evercore ISI Recognized as the Top-Ranked Firm in U.S. Equity Research for the Second Consecutive Year

Retrieved on: 
Tuesday, October 24, 2023

1 among all firms for analysts on a weighted basis in Institutional Investor’s All-America Equity Research survey for the second consecutive year.

Key Points: 
  • 1 among all firms for analysts on a weighted basis in Institutional Investor’s All-America Equity Research survey for the second consecutive year.
  • This overall rank is determined by applying the greatest weight to the highest-ranked individuals in each category.
  • Additionally, six analysts ranked in the top three or as runner-up for the first time in new or additional sectors.
  • We thank our clients for this recognition.”
    “Providing the highest-quality research and independent thinking to our investor clients has always been a pillar of our business,” added Marc Harris, Evercore ISI Director of Research.

Edelman Smithfield Announces Kimberly Greenberger as Senior Advisor

Retrieved on: 
Tuesday, October 10, 2023

Edelman Smithfield, a global financial communications firm that specializes in financial markets and strategic situations, today announced that Kimberly Greenberger has joined the firm as a Senior Advisor.

Key Points: 
  • Edelman Smithfield, a global financial communications firm that specializes in financial markets and strategic situations, today announced that Kimberly Greenberger has joined the firm as a Senior Advisor.
  • As a sell-side analyst with over 25 years of experience in the consumer and retail industries, Greenberger brings a deep understanding of the consumer landscape, and expertise in the evolution of retailing, including emerging and disruptive business models to Edelman Smithfield.
  • Greenberger was frequently ranked among top analysts for coverage of the retail sector by Institutional Investor and The Wall Street Journal.
  • “We are very excited to welcome Kimberly to Edelman Smithfield and believe her over two decades of experience in the consumer and retail space will add invaluable perspective to our clients,” said Lex Suvanto, Edelman Smithfield’s Global CEO.