Financial analyst

Horter Investment Management Achieves Next Level Growth in Financial Services: Horter Appoints Keith Schmidt President.

Retrieved on: 
Monday, December 11, 2023
Zions Bancorporation, HIM, Financial analyst, Financial adviser, Financial services, Management, Horter

CINCINNATI, Dec. 11, 2023 /PRNewswire/ -- Horter Investment Management, LLC (HIM), a registered investment advisory firm with 40 investment advisor representatives and relationships with over 30 independent advisory firms (representing over 50 additional investment advisor representatives), today announced the appointment of established financial industry leader, Keith Schmidt as the President of Horter Investment Management, LLC.

Key Points: 
  • CINCINNATI, Dec. 11, 2023 /PRNewswire/ -- Horter Investment Management, LLC (HIM), a registered investment advisory firm with 40 investment advisor representatives and relationships with over 30 independent advisory firms (representing over 50 additional investment advisor representatives), today announced the appointment of established financial industry leader, Keith Schmidt as the President of Horter Investment Management, LLC.
  • Horter is positioning itself as a powerhouse for advisors and has set the foundation to move into the future.
  • A significant move to position Horter for the future, Mr. Schmidt brings industry-recognized achievements with Zions Bank over his 25-year wealth management background:
    Directed investment services throughout 10 states, developing Advisor profitability
    "We are very excited to add Keith to our expanded management team," said Drew Horter, Horter Investment Management Chairman & CEO.
  • Mr. Schmidt expands the Horter management team, which now includes Drew Horter, CEO and Chairman, Kevin Hetzer, Director of Operations, Hayden Horter, Investment Analyst & Insurance Specialist, and Griffin Horter, Corporate Strategist.

Green Gold - India and Southeast Asia's Climate Tech Sector Projected to Hit $350 Billion by 2030: Report

Retrieved on: 
Wednesday, November 29, 2023
Carbon, Economics, Policy, Essence, Financial analyst, Water, COP28, GDP, Recycling, Cobalt, Silicon, Mining, Eastside Locks, Farmer, Food security, Nickel, Growth, Paris Agreement, Agriculture, Renewable energy, SEA

SINGAPORE, Nov. 29, 2023 /PRNewswire/ -- As the landmark COP28 (28th United Nations Climate Change conference) kicks off this week, the development of climate tech to bring the region closer to the 2015 Paris Agreement targets is in the spotlight. Golden Gate Ventures, a venture capital (VC) fund in Southeast Asia (SEA) founded by Silicon Valley natives, and Venture East, one of India's longest-standing VC firms, have co-authored "The Essence of Climate Tech for India and Southeast Asia" report.

Key Points: 
  • In 2022, over US$70 billion was pumped into climate tech investments, nearly double 2021's record total[1].
  • We are on the threshold of a climate tech boom in SEA and India," said Michael Lints, Partner at Golden Gate Ventures.
  • "This report gives investors and the startup community the 'what' and the 'why' of climate tech.
  • Note: The following is the link to download a copy of "The Essence of Climate Tech for India and Southeast Asia" report: https://drive.google.com/file/d/1tWAph9XKxxTGn5KE2Tt7R-c1MH0tqgkA/view?u...

Copec WIND Ventures Expands Team to provide visionary founders with unfair access to the rapidly growing Latin America region

Retrieved on: 
Friday, September 29, 2023
University, EV, Play, Business, MBA, Fuqua School of Business, Retail, Investment, Engineering, Business analytics, Vehicle registration plates of Nepal, Growth, Plug, Financial analyst, WIND, Electric power, Renewable energy, Copec, LATAM

SAN FRANCISCO, Sept. 29, 2023 /PRNewswire/ -- Copec WIND Ventures, the strategic venture capital arm of Copec, a leader in energy solutions across Latin America, announced the addition of three key hires to its expanding team. The new additions include Mark Dryden as Investor, Francisco Larroando as Strategic Development Manager, and Gracia Lagos as Investment Analyst. These appointments, which bring the team to five, are designed to amplify Copec WIND Ventures' efforts to support global startups and scaleups through its unique value-added platform.

Key Points: 
  • Started in 2020 and backed by Copec, Copec WIND Ventures aims to invest in start-ups and scale-ups across the world, transforming the energy, mobility, and retail sectors and granting entrepreneurs with 'unfair' access to the rapidly growing Latin America (LatAm) region.
  • Now, with a larger team, we can deepen our commitment to providing global startups with unfair access to Latin America."
  • Key Appointments to the Copec WIND Ventures include:
    Mark Dryden is an experienced investor who brings a wealth of expertise in venture capital and strategic investment to Copec WIND Ventures.
  • Gracia Lagos joined Copec WIND Ventures from Copec SA, where she was a Senior Development and Studies Engineer.

Fairway Private Equity & Venture Capital Opportunities Fund Announces Second Quarter Results

Retrieved on: 
Wednesday, August 30, 2023
Software, Banking, Networks, Accounting, Internet, Professional Services, Data Management, Technology, Artificial Intelligence, Other Professional Services, Finance, Consulting, Private equity, GCM Grosvenor, Interview, DLJ, Investment, TD, Net asset value, Geode Capital Management, TD Securities, Wall Street, Investment Company Act of 1940, Goldman Sachs, Boeing, Acquisition, Partner, Corporation, Partnership, KPMG, Merrill (company), Financial analyst, Fund, Cryptocurrency, Security (finance), Financial services, Financial adviser, Fairway

Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 3.72% in the quarter ended June 30, 2023.

Key Points: 
  • Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 3.72% in the quarter ended June 30, 2023.
  • As a ’40 Act fund, Fairway Private Equity & Venture Capital Opportunities Fund offers greater flexibility than a traditional, institutionally oriented private equity investment vehicle.
  • The evergreen structure provides immediate and continuous exposure to high-quality private equity and venture capital investments.
  • The Fairway team includes veteran private equity professionals with total collective experience of 100+ years and deep relationships with many leading private equity and venture capital General Partners.

Sweet Leaf Madison Capital Named ‘Top Lender’ in Cannabis Industry Finance Awards

Retrieved on: 
Wednesday, August 9, 2023
CFO, Investment, Accountant, Innovation, Financial analyst, SLMC, Drug

DENVER, Aug. 09, 2023 (GLOBE NEWSWIRE) -- Sweet Leaf Madison Capital (“SLMC” or “Sweet Leaf Madison”), a nationwide provider of customized debt solutions for the middle-market cannabis industry, was recently named “Top Lender” in the 2023 Green Market Report Cannabis Financial Awards , which recognize exceptional achievements and contributions to the cannabis industry.

Key Points: 
  • DENVER, Aug. 09, 2023 (GLOBE NEWSWIRE) -- Sweet Leaf Madison Capital (“SLMC” or “Sweet Leaf Madison”), a nationwide provider of customized debt solutions for the middle-market cannabis industry, was recently named “Top Lender” in the 2023 Green Market Report Cannabis Financial Awards , which recognize exceptional achievements and contributions to the cannabis industry.
  • The awards honor individuals and companies who play critical roles in navigating the complicated financial world of the cannabis industry.
  • “It is indeed an honor for Sweet Leaf Madison Capital to be recognized in this way, particularly when we know it comes from our peers in the industry,” said Andrew Kaye, Chief Commercial Officer of SLMC.
  • Rather than investing in one business or one market, Sweet Leaf Madison spreads its asset-based debt financing across a wide range of cannabis businesses in all medical and adult-use states.

Specialdocs Consultants Welcomes New Team Members Key to Company’s Continued Growth

Retrieved on: 
Wednesday, August 2, 2023
Data management, Theology, University, SVKM's NMIMS, Florida State University, U.S. Department of Defense Strategy for Operating in Cyberspace, Horizon Therapeutics, Financial analyst, Lean, Consultant, Medicine, Kellogg School, Tandem, Business administration, Continual improvement process, Dream, Patient, Lean project management, Feeding America, CRM, Concierge medicine, Growth, Notre Dame, Master of Business Administration, Salesforce, Northwestern University, WFA, Management, Science

“Eliza, Joe and Justin will play pivotal roles in helping Specialdocs continue to deliver outstanding service and support to our growing network of affiliated physician practices,” says CEO Terry Bauer.

Key Points: 
  • “Eliza, Joe and Justin will play pivotal roles in helping Specialdocs continue to deliver outstanding service and support to our growing network of affiliated physician practices,” says CEO Terry Bauer.
  • "We're delighted to welcome these talented individuals who bring an extensive set of skills and diverse experience to our organization.
  • “I am thrilled to join the outstanding team at Specialdocs and contribute to the company’s continued leadership and growth,” says Ward.
  • “My goal is to fully utilize and integrate the capabilities of this highly effective tool to support the growth trajectory of Specialdocs,” says Pagnusat.

IRA CAPITAL CONTINUES EXPANSION, ADDS THREE NEW HIRES

Retrieved on: 
Thursday, July 20, 2023
Associate, Asset management, Growth, Acquisition, Financial analyst, Grace, IRA, Financial adviser

"We are excited to have Danielle Ball join the team as Director of Investor Relations," said Samir Patel, co-Founder of IRA Capital.

Key Points: 
  • "We are excited to have Danielle Ball join the team as Director of Investor Relations," said Samir Patel, co-Founder of IRA Capital.
  • Grace Wang joins IRA as an Associate within the firm's Asset Management group, where she will support the portfolio management activities of IRA' existing real estate portfolio.
  • "We are excited about these new hires and are delighted to welcome Danielle, Grace, and Shah," said Amer Kasm, co-Founder of IRA Capital.
  • IRA is well-positioned to capitalize on the current market environment, and these latest hires bring strength that further enable IRA to create long-term value for of our stakeholders."

Fairway Private Equity & Venture Capital Opportunities Fund Announces First Quarter Results

Retrieved on: 
Wednesday, June 7, 2023
Personal Finance, Legal, Insurance, Finance, Consulting, Banking, Accounting, Professional Services, Asset Management, Other Professional Services, Private equity, GCM Grosvenor, Interview, DLJ, Investment, TD, Net asset value, Adage Capital Management, TD Securities, Wall Street, Investment Company Act of 1940, Goldman Sachs, Boeing, Acquisition, Partner, Corporation, Partnership, KPMG, Merrill (company), Financial analyst, Fund, Cryptocurrency, Security (finance), Financial adviser, Fairway

Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 4.09% in the quarter ended March 31, 2023.

Key Points: 
  • Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 4.09% in the quarter ended March 31, 2023.
  • As a ’40 Act fund, Fairway Private Equity & Venture Capital Opportunities Fund offers greater flexibility than a traditional, institutionally oriented private equity investment vehicle.
  • The evergreen structure provides immediate and continuous exposure to high-quality private equity and venture capital investments.
  • The Fairway team includes veteran private equity professionals with total collective experience of 100+ years and deep relationships with many leading private equity and venture capital General Partners.

NICE to Host Financial Analyst and Investor Day at Interactions 2023

Retrieved on: 
Wednesday, May 31, 2023
Technology, Finance, Consulting, Security, Professional Services, Software, Networks, Data Analytics, Data Management, Financial analyst, Webcast, AI, Interaction, NICE, Cryptocurrency, Broadcasting

NICE (Nasdaq: NICE) will host its Financial Analyst and Investor Day on Tuesday, June 6, 2023 from 9:00am ET in conjunction with its Interactions annual user conference in New York City.

Key Points: 
  • NICE (Nasdaq: NICE) will host its Financial Analyst and Investor Day on Tuesday, June 6, 2023 from 9:00am ET in conjunction with its Interactions annual user conference in New York City.
  • Financial analysts and investors who would like to register, please e-mail [email protected] .
  • The Company will also be webcasting its Financial Analyst and Investor Day live from New York City.
  • The webcast will take place on Tuesday, June 6th from 11:15 am to 1:00 pm ET.

Fairway Capital PE/VC Fund Available for Custody on Fidelity and Schwab

Retrieved on: 
Thursday, May 4, 2023
Personal Finance, Asset Management, Professional Services, Finance, Private equity, GCM Grosvenor, Interview, DLJ, Investment, TD, Geode Capital Management, TD Securities, Charles Schwab, Wall Street, Investment Company Act of 1940, Private equity fund, Fidelity Investments, Goldman Sachs, Boeing, Partner, Acquisition, Corporation, Partnership, KPMG, Merrill (company), Financial analyst, Fund, Fidelity, Financial services, Financial adviser, Security (finance), Fairway

Fairway Capital Management (“Fairway”), an asset management firm specializing in private equity and venture capital investments, is pleased to announce that the Fairway Private Equity & Venture Capital Opportunities Fund ("the Fund") has been approved for custody at both Fidelity Investments and Charles Schwab & Co.

Key Points: 
  • Fairway Capital Management (“Fairway”), an asset management firm specializing in private equity and venture capital investments, is pleased to announce that the Fairway Private Equity & Venture Capital Opportunities Fund ("the Fund") has been approved for custody at both Fidelity Investments and Charles Schwab & Co.
    “We are very excited to get the approval to have the Fund custodied at both Fidelity and Schwab,” said Fairway Founding Partner Kevin Callahan.
  • “This will make it easier for many investors to access the Fund, most notably Registered Investment Advisors and Family Offices.
  • Historically, it may have been difficult for qualified investors to access high-quality private equity and venture capital investments, particularly in what we believe is a user-friendly structure."
  • As a ’40 Act fund, the Fund offers greater flexibility than a traditional, institutionally oriented private equity investment vehicle.