Chartered Financial Analyst

Kamakura Names Mark Slattery Market Manager for North America

Thursday, September 16, 2021 - 2:00pm

NEW YORK, Sept. 16, 2021 /PRNewswire/ -- Kamakura is pleased to announce that Mark Slattery, who has over 30 years' experience in financial services and specializes in asset liability management, financial modeling and forecasting, risk management, capital optimization and financial investments, has been named Market Manager for North America.

Key Points: 
  • NEW YORK, Sept. 16, 2021 /PRNewswire/ -- Kamakura is pleased to announce that Mark Slattery, who has over 30 years' experience in financial services and specializes in asset liability management, financial modeling and forecasting, risk management, capital optimization and financial investments, has been named Market Manager for North America.
  • Mark joined Kamakura in 2011 as Managing Director for North American Client Services.
  • Since then, he has made significant contributions to the growth Kamakura has experienced in that market.
  • Mark is a proven leader who can help clients navigate these uncertain times," said Kamakura founder and Chairman Dr. Donald R. van Deventer.

STORE Capital Announces Sherry L. Rexroad as New Chief Financial Officer

Wednesday, September 15, 2021 - 9:05pm

STORE Capital Corporation (NYSE: STOR), an internally managed net-lease real estate investment trust (REIT) that invests in Single Tenant Operational Real Estate, today announced the appointment of Sherry L. Rexroad as Chief Financial Officer.

Key Points: 
  • STORE Capital Corporation (NYSE: STOR), an internally managed net-lease real estate investment trust (REIT) that invests in Single Tenant Operational Real Estate, today announced the appointment of Sherry L. Rexroad as Chief Financial Officer.
  • Ms. Rexroad will begin her employment with STORE on October 18, 2021, and will assume the position of Chief Financial Officer on November 8, 2021, in connection with the planned retirement of the Companys current Chief Financial Officer, Catherine Long.
  • View the full release here: https://www.businesswire.com/news/home/20210915006079/en/
    STORE Capital Announces Sherry L. Rexroad as New Chief Financial Officer (Photo: Business Wire)
    Ms. Rexroad brings over 30 years of extensive leadership experience in REITs and real estate, finance, and capital markets.
  • Previously, Ms. Rexroad was BlackRocks Real Asset Securities team Co-Global Chief Investment Officer and Chair of the Investment Committee.

The WestJet Group announces Harry Taylor as interim President and CEO

Wednesday, September 15, 2021 - 4:20pm

CALGARY, AB, Sept. 15, 2021 /CNW/ -The WestJet Group today announced that Harry Taylor will assume the interim role of President and Chief Executive Officer (CEO) with a transition period taking place between late November and mid-December 2021.

Key Points: 
  • CALGARY, AB, Sept. 15, 2021 /CNW/ -The WestJet Group today announced that Harry Taylor will assume the interim role of President and Chief Executive Officer (CEO) with a transition period taking place between late November and mid-December 2021.
  • "I am extremely pleased Harry has agreed to take on this interim role," said the WestJet Group Board Chair Chris Burley.
  • "It is a tremendous honour to be asked to serve as interim CEO for the WestJet Group, and I look forward to leading our organization through this crucial phase of our recovery," said Harry Taylor.
  • While Harry serves as interim CEO, Jennifer Bue, WestJet's current Vice-President, Finance Planning & Analysis will serve as interim CFO.

Cresset Hires Two New Leaders to Build Upon its Multi-Family-Office Platform

Wednesday, September 15, 2021 - 1:00pm

As Deputy Chief Investment Officer for Cresset, Basu is responsible for overseeing the consistent and tailored implementation of investment views across client portfolios.

Key Points: 
  • As Deputy Chief Investment Officer for Cresset, Basu is responsible for overseeing the consistent and tailored implementation of investment views across client portfolios.
  • Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients.
  • Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities.
  • Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

Industry Veteran Joins Principal® to Lead New Global Platforms Unit to Accelerate Growth of Asset Management Business

Friday, September 10, 2021 - 3:00pm

Principal Financial Group announced today that Barbara Wenig has joined its global asset management business, Principal Global Investors , as executive director of global operations and platforms experience.

Key Points: 
  • Principal Financial Group announced today that Barbara Wenig has joined its global asset management business, Principal Global Investors , as executive director of global operations and platforms experience.
  • Principal Global Investors has expanded and shifted its business to meet the growing needs of its clients over the past year.
  • Principal Global Investors leads global asset management at Principal.
  • Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

Pitney Bowes Names Ned Zachar Vice President of Investor Relations

Thursday, September 9, 2021 - 2:00pm

Pitney Bowes Inc. (NYSE:PBI), a global technology company that provides commerce solutions in the areas of ecommerce, shipping, mailing and financial services, today announced that Ned Zachar has joined the Company as Vice President and will be responsible for managing the Investor Relations program.

Key Points: 
  • Pitney Bowes Inc. (NYSE:PBI), a global technology company that provides commerce solutions in the areas of ecommerce, shipping, mailing and financial services, today announced that Ned Zachar has joined the Company as Vice President and will be responsible for managing the Investor Relations program.
  • Mr. Zachar will report to Pitney Bowes Chief Financial Officer Ana Maria Chadwick.
  • Adam David, who previously led the Investor Relations program, will remain with Pitney Bowes to lead Financial Planning and Analysis and take on several high-priority strategic projects.
  • Ned has a wealth of experience managing client portfolios, communicating market trends, and working with financial analysts, said Ana Maria Chadwick, Chief Financial Officer, Pitney Bowes.

Manulife Investment Management fortifies fixed-income capabilities with new head of municipal bond strategies

Wednesday, September 8, 2021 - 10:11pm

The funds share a common fundamental approach, and there are no anticipated changes to the investment or risk management philosophies of the existing investment strategies.

Key Points: 
  • The funds share a common fundamental approach, and there are no anticipated changes to the investment or risk management philosophies of the existing investment strategies.
  • "We're pleased to have Adam's expertise as we build out Manulife Investment Management's municipal bond team.
  • He also has a history in new product idea generation, having created, marketed, and managed multiple municipal bond strategies throughout his career, including total return-oriented municipal bond funds.
  • Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation.

Finch Therapeutics Announces the Appointment of Marc Blaustein as Chief Operating Officer

Wednesday, September 8, 2021 - 12:00pm

SOMERVILLE, Mass., Sept. 08, 2021 (GLOBE NEWSWIRE) -- Finch Therapeutics Group, Inc. (Finch or Finch Therapeutics) (Nasdaq: FNCH), a clinical-stage microbiome therapeutics company leveraging its Human-First Discovery platform to develop a novel class of orally administered biological drugs, today announced the appointment of Marc Blaustein as Chief Operating Officer.

Key Points: 
  • SOMERVILLE, Mass., Sept. 08, 2021 (GLOBE NEWSWIRE) -- Finch Therapeutics Group, Inc. (Finch or Finch Therapeutics) (Nasdaq: FNCH), a clinical-stage microbiome therapeutics company leveraging its Human-First Discovery platform to develop a novel class of orally administered biological drugs, today announced the appointment of Marc Blaustein as Chief Operating Officer.
  • I am delighted to welcome Marc to the Finch team at a time when we are positioned to make significant advancements across our microbiome therapeutics platform, said Mark Smith, PhD, Chief Executive Officer of Finch Therapeutics.
  • Mr. Blaustein most recently consulted as the Head of Business Development for Guide Therapeutics, which was acquired by Beam Therapeutics in 2021.
  • Prior to Guide Therapeutics, Mr. Blaustein was the Chief Executive Officer of NED Biosystems and co-founder and Chief Executive Officer of Akashi Therapeutics.

Houlihan Lokey Further Expands Its Transaction Advisory Services Practice With Technology Sector Leader

Tuesday, September 7, 2021 - 3:00pm

Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Kiran Lulla has joined the firms Financial and Valuation Advisory business as a Managing Director in Transaction Advisory Services (TAS).

Key Points: 
  • Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Kiran Lulla has joined the firms Financial and Valuation Advisory business as a Managing Director in Transaction Advisory Services (TAS).
  • He joins Houlihan Lokey from KPMGs Deal Advisory Group, where he was a Principal and lead partner for some of that firms largest corporate and financial sponsor clients.
  • Mr. Lullas transaction advisory experience includes work for clients in the technology, financial services, industrials, and business services sectors, among others.
  • We are delighted he has joined the firm, said Sean Murphy, Head of Transaction Advisory Services at Houlihan Lokey.

LSB Industries, Inc. Appoints Fred Buonocore as Vice President of Investor Relations

Tuesday, September 7, 2021 - 2:00pm

LSB Industries, Inc. (NYSE:LXU) (LSB or the Company) today announced that Fred Buonocore has joined the Company as Vice President of Investor Relations, effective September 7, 2021.Mr.

Key Points: 
  • LSB Industries, Inc. (NYSE:LXU) (LSB or the Company) today announced that Fred Buonocore has joined the Company as Vice President of Investor Relations, effective September 7, 2021.Mr.
  • Fred has nearly 20 years of experience in investor relations along with 5 years in equity research.
  • Most recently, he was a Senior Vice President with The Equity Group, an investor relations consulting firm, which he joined in 2012.
  • Previously, Fred was Director of Investor Relations & Corporate Communications for K&F Industries, a public Aerospace & Defense company that was acquired by Meggitt, PLC; Investor Relations Manager at Nike; Investor Relations Manager at J.D.