Legg Mason | Jotup

Current and Former Public Company Directors Send Letter to Disney Board In Support of Nelson Peltz and Trian

Retrieved on:

Thursday, March 21, 2024

Janus, University of Georgia, Letter, Growth, The Walt Disney Company, The Home Depot, Henry J. Heinz, Sysco, Synovial joint, Legg Mason, Art, University, Corus Entertainment, Thought, Terry College of Business, Procter & Gamble, Lead, Management

NEW YORK, March 21, 2024 (GLOBE NEWSWIRE) -- Current and former public company directors who have worked with Nelson Peltz and Trian today sent a letter to The Walt Disney Company (NYSE: DIS) Board of Directors detailing their positive experiences working with Trian.

Key Points:

NEW YORK, March 21, 2024 (GLOBE NEWSWIRE) -- Current and former public company directors who have worked with Nelson Peltz and Trian today sent a letter to The Walt Disney Company (NYSE: DIS) Board of Directors detailing their positive experiences working with Trian.
The letter details Trian and Nelson Peltz’s demonstrated ability to work collaboratively and constructively with board members and management teams to drive long-term shareholder value, and its signatories include former directors at H.J.
The companies for which we served as board members alongside Nelson were improved because of his presence on the board.
Others of us asked Nelson to join our boards, and still others of us joined a board after Nelson was already on the board.

Epic Funds Announces Management Company Funding Round, Strategic Hires, and Expansion of Advisory Board

Retrieved on:

Wednesday, February 14, 2024

JPMorgan Chase, Sumitomo Mitsui Banking Corporation, Alec, Brookfield (corporation), Legg Mason, KPMG

The successful fundraise fuels strategic investments in technology infrastructure and bolsters the team with the addition of Valentine Whittaker, John Battipaglia, and Alyssa Kubiak.

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The successful fundraise fuels strategic investments in technology infrastructure and bolsters the team with the addition of Valentine Whittaker, John Battipaglia, and Alyssa Kubiak.
Valentine Whittaker joins as Director of Investor Solutions, bringing with him 20 years of experience in capital formation and investor relations.
His background includes roles at Abbott Capital, Brookfield Asset Management, and JPMorgan Asset Management.
In addition, Jim Hirschmann, CEO of Western Asset Management, one of the world's largest fixed income asset managers, has joined the Epic Funds advisory board.

Aramark Announces Tom Ondrof Plans to Retire as Chief Financial Officer; Jim Tarangelo, SVP Finance & Treasurer, Appointed Successor

Retrieved on:

Monday, December 11, 2023

Aramark (NYSE: ARMK) today announced that Tom Ondrof, Chief Financial Officer, plans to retire from his current position on January 12, 2024, at which time he will serve as a Strategic Advisor through May 2024.

Key Points:

Aramark (NYSE: ARMK) today announced that Tom Ondrof, Chief Financial Officer, plans to retire from his current position on January 12, 2024, at which time he will serve as a Strategic Advisor through May 2024.
Jim Tarangelo, Aramark’s Senior Vice President Finance & Treasurer, has been appointed to succeed Ondrof as Chief Financial Officer, effective January 13.
“Tom leaves a strong legacy that’s both broad and deep,” said John Zillmer, Aramark’s Chief Executive Officer.
We are off to a strong start to the fiscal year and remain confident in our full-year outlook.”

PPM Builds Global Distribution Team

Retrieved on:

Thursday, November 2, 2023

PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.

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PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.
View the full release here: https://www.businesswire.com/news/home/20231102786100/en/
PPM welcomes the addition of Jeff Seaver as the Head of Global Distribution.
His previous roles also include Managing Director positions at Highland Capital Management and Loomis Sayles, where he was responsible for building out and overseeing the EMEA distribution team.
“Based upon their past experience on successful teams, both Jeff and Laura know that PPM has all the pieces necessary to deliver consistent results alongside tremendous client service.”

Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office

Retrieved on:

Tuesday, October 24, 2023

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kenneth J. Kito, CFP® has joined the firm as a wealth director based in the New York office.

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Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kenneth J. Kito, CFP® has joined the firm as a wealth director based in the New York office.
“I became familiar with Fiduciary Trust International and its mission while working at Franklin Templeton,” said Mr. Kito.
Kimberly Rescorla, who is also based in New York, was named director of trust administration at the firm in June 2023 .
In addition, Anne Fitzpatrick Donahue was appointed regional managing director responsible for the New York office in May 2023 .

Western Asset Announces New Partnership with Mischler Financial Group

Retrieved on:

Wednesday, October 18, 2023

Professional Services, Finance, Legg Mason, Mischler Financial Group, Woman, Liquidating distribution, Partnership, Mischler, Security (finance), Cryptocurrency, Western Asset Management Company

Franklin Templeton announced the launch of Mischler Financial Group branded share classes in two Cayman Islands-based institutional money market funds sub-advised by Western Asset Management.

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Franklin Templeton announced the launch of Mischler Financial Group branded share classes in two Cayman Islands-based institutional money market funds sub-advised by Western Asset Management.
The new share classes represent a partnership between Western Asset and Mischler Financial Group that aims to support their mutual corporate clients’ objectives of maximizing their positive social impact through partnering with minority, women and disabled-veteran broker dealers.
The share classes are available for investment by non-U.S.-based institutional shareholders through Mischler Financial Group and its affiliates and are intended as cash management solutions for non-U.S.-based shareholders, including corporate treasury and other qualifying institutional investors.
Matt Jones, Head of Liquidity Distribution at Western Asset, said: “We are excited to have been selected as the exclusive offshore money market fund provider to Mischler Financial Group’s clients.

Summit Financial Recognized as the Fastest Growing RIA in Louisiana for 2023

Retrieved on:

Sunday, October 22, 2023

Partner (business rank), Gulf Coast of the United States, Legg Mason, Citywire, RIA, Summit, Multimedia, Financial adviser

LAFAYETTE, La., Oct. 22, 2023 /PRNewswire-PRWeb/ -- Summit Financial Wealth Advisors ("Summit"), one of the largest independent wealth advisory firms in Louisiana, is proud to announce that CityWire magazine has recognized the firm as the fastest growing registered investment advisor ("RIA") in Louisiana for 2023. David Daniel, founder and Managing Partner, traveled to Austin to accept the award on behalf of the Summit team on September 28th, 2023.

Key Points:

Summit Financial Wealth Advisors, one of the largest independent wealth advisory firms in Louisiana, is proud to announce that CityWire magazine has recognized the firm as the fastest growing registered investment advisor ("RIA") in Louisiana for 2023.
LAFAYETTE, La., Oct. 22, 2023 /PRNewswire-PRWeb/ -- Summit Financial Wealth Advisors ("Summit"), one of the largest independent wealth advisory firms in Louisiana, is proud to announce that CityWire magazine has recognized the firm as the fastest growing registered investment advisor ("RIA") in Louisiana for 2023.
David Daniel, founder and Managing Partner, traveled to Austin to accept the award on behalf of the Summit team on September 28th, 2023.
We believe that we've only scratched the surface of our potential though.

Franklin Templeton Establishes Partnership with Venerable

Retrieved on:

Monday, October 16, 2023

Asset Management, Professional Services, Insurance, Finance, Partnership, Russell Investments, VVIT, Legg Mason, ClearBridge Investments, The Venerable, Franklin Templeton Investments, Financial adviser, Asset management

Franklin Templeton is deepening its asset management leadership in the insurance industry by entering into a partnership with Venerable Holdings, Inc. (“Venerable”).

Key Points:

Franklin Templeton is deepening its asset management leadership in the insurance industry by entering into a partnership with Venerable Holdings, Inc. (“Venerable”).
Venerable today announced that Venerable Investment Advisers, LLC (“Venerable Advisers”), its new wholly-owned subsidiary, intends to engage Franklin Templeton to provide sub-advisory services with respect to certain funds in its newly formed Venerable Variable Insurance Trust (“VVIT”).
This will include discretionary sub-advisory mandates, managed by Franklin Templeton Investment Solutions, partnering with Brandywine Global, ClearBridge Investments, Franklin Equity Group, Franklin Templeton Fixed Income, and Western Asset Management.
The sub-advised strategies referenced are the Venerable Large Cap Strategic Equity Fund, Venerable Strategic Bond Fund and Venerable High Yield Fund.

Berkshire Global Advisors Founder, Bruce McEver, Publishes Audiobook for His Memoir, "Many Paths: A Poet's Journey Through Love, Death, and Wall Street"

Retrieved on:

Tuesday, September 5, 2023

Legg Mason, Heart, One China, Many Paths, Philosophy, Life, Poetry, Face, Big Beautiful Woman, Bache McEvers

Berkshire Capital founder, Bruce McEver's powerful memoir, Many Paths is now available as an audiobook.

Key Points:

Berkshire Capital founder, Bruce McEver's powerful memoir, Many Paths is now available as an audiobook.
Many Paths is a proof, of sorts: kindness & dignity gifted generously & practiced often will uplift the soul & improve our communities.
He took her advice and launched Berkshire Global Advisers, a global firm celebrating its 40th anniversary this fall.
Learn more about Bruce at: https://brucemcever.com/
If you would like to speak with Bruce, please reach out to:

Life Storage Mourns the Sudden Passing of Alexander Gress, Chief Financial Officer

Retrieved on:

Tuesday, July 11, 2023

Life Storage, Inc. (NYSE: LSI) (“the Company”), a self-storage real estate investment trust (REIT), today announced with great sadness that Alexander Gress, the Company’s Chief Financial Officer, passed away unexpectedly on July 9, 2023.

Key Points:

Life Storage, Inc. (NYSE: LSI) (“the Company”), a self-storage real estate investment trust (REIT), today announced with great sadness that Alexander Gress, the Company’s Chief Financial Officer, passed away unexpectedly on July 9, 2023.
“We are shocked by the tragic passing of Alex Gress,” said Joseph Saffire, the Company’s Chief Executive Officer.
The Board has appointed David Dodman, Chief Operating Officer of Life Storage, as Chief Financial Officer, effective immediately.
Prior to joining Life Storage, Mr. Dodman held various corporate strategy, mergers and acquisitions and operational roles at KeyBank, First Niagara Financial Group, Lockheed Martin Corporation, Legg Mason and Stifel Financial.