Legg Mason

Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives

Retrieved on: 
Monday, June 26, 2023
Asset Management, Professional Services, Finance, J. Rich Steers, Inc., CNL, Financial Planning Association of Australia, Legg Mason, Senior, NYSE Arca Major Market Index, RIA, Miami University, Commercial property, GE Capital, Business school, Garten, Nationwide Mutual Insurance Company, Lage, NYSE, Corporate development, University, Capital market, REIT, University of La Verne, Cohen, National accounts, Asset, Growth, Hill, Earl Jones (investment advisor), Apollo Global Management, GE, CCT, Bellevue University, Dickinson, Region, Registered investment adviser, Economics, University of Missouri–St. Louis, TSY, CREW, History and impact of institutional investment in housing in the United States, Jameson, Marketing, Sale, Apollo, Financial adviser, Management, Caliber

Caliber’s new wholesale team will report to Howard Hill, Senior Vice President of Corporate Development and Head of Capital Markets for Caliber.

Key Points: 
  • Caliber’s new wholesale team will report to Howard Hill, Senior Vice President of Corporate Development and Head of Capital Markets for Caliber.
  • Following the sale of Trustreet to GE Capital, he was named Vice President, Mid-Cap Markets for GE.
  • Before Griffin Capital, he held various capital markets positions at Cole Capital, including Senior Vice President of Major Markets in New York City.
  • Mark Dickinson, Vice President of Capital Markets – West, has been with Caliber since 2019 and recently joined this new wholesale team.

Leading Independent Proxy Advisory Firms ISS and Glass Lewis Support WisdomTree’s New Director Nominee Shamla Naidoo and Recommend Against ETFS Capital Chairman Graham Tuckwell

Retrieved on: 
Wednesday, June 7, 2023
Consulting, Banking, Professional Services, Finance, Uncertainty, Operation, Norwest Corporation, Dissident, ALL, Professional, Institutional Shareholder Services, ISS, BofA Securities, Trust, AGM, Legg Mason, National bank, Bankers Trust, Accounting, Glass Lewis, AUM, ETF, Steinberg, Risk, Knowledge, Growth, Ethics, Glass, Merrill (company), NYSE, TSR, Management, Cryptocurrency, Palladium, Financial adviser, WisdomTree Investments, Shareholder

Both ISS and Glass Lewis recommended stockholders “WITHHOLD” on ETFS Capital chairman Graham Tuckwell, and Glass Lewis further recommended that stockholders “WITHHOLD” on ETFS Capital nominee Bruce Aust.

Key Points: 
  • Both ISS and Glass Lewis recommended stockholders “WITHHOLD” on ETFS Capital chairman Graham Tuckwell, and Glass Lewis further recommended that stockholders “WITHHOLD” on ETFS Capital nominee Bruce Aust.
  • Frank Salerno, Chair of the WisdomTree Board of Directors, said, “We are pleased that ISS and Glass Lewis recognize our commitment to Board refreshment and strong corporate governance.
  • We have appointed five new, independent directors over the past two years who bring the fresh perspectives and relevant expertise needed to oversee our strategy.
  • Each of our nominees contributes extremely valuable skills and experience, the benefits of which would be lost to WisdomTree if replaced by any of the unqualified ETFS Capital nominees.

Quant Millburn Hires Irina Bogacheva as Director of Research

Retrieved on: 
Wednesday, March 1, 2023
Data Analytics, Asset Management, Professional Services, Finance, Legg Mason, Columbia University, Moscow State University, University, New Economic School, DWS Group, Doctor of Philosophy, Bogachyov, QS, Om, Goldman Sachs, David G. Booth, Research, Investment, Management, Economics, Mathematics

Millburn Ridgefield Corporation (“Millburn”), the multi-billion AuM quantitative investment firm based in New York, is pleased to announce the addition of Irina Bogacheva as director of research, effective February 27, 2023.

Key Points: 
  • Millburn Ridgefield Corporation (“Millburn”), the multi-billion AuM quantitative investment firm based in New York, is pleased to announce the addition of Irina Bogacheva as director of research, effective February 27, 2023.
  • Bogacheva will report to Michael Soss, deputy chief investment officer, who joined Millburn in early 2022 from Point72 Asset Management.
  • I am looking forward to working with this talented team on expanding the firm’s systematic capabilities,” says Bogacheva.
  • As director of research, Bogacheva will focus on the continuing refinement and broadening of Millburn’s successful systematic research and development functions, including portfolio, modelling, and predictive frameworks and processes.

Siepe Adds to its Board of Directors with the Appointment of Robert Tomicic and Ann Kono

Retrieved on: 
Friday, February 24, 2023
Online, Chris Tomic, JPMorgan Chase, Legg Mason, Data analysis, FIS, Lisp (programming language), Global production network, Risk, Jen Golbeck, Convergent Technologies Operating System, Growth, Ares, CDO, Corporate services, Kono, Management, Bank, Citigroup

DALLAS, Feb. 24, 2023 /PRNewswire/ -- Siepe, a trusted provider of technology, data and analytics, has named Robert Tomicic and Ann Kono to the company's Board of Directors. Tomicic and Kono's arrival will play a significant role in helping Siepe build out its offering while providing guidance on where the Company can extend its services to reach even more market participants.

Key Points: 
  • DALLAS, Feb. 24, 2023 /PRNewswire/ -- Siepe, a trusted provider of technology, data and analytics, has named Robert Tomicic and Ann Kono to the company's Board of Directors.
  • "We're thrilled to welcome Ann and Rob to our board of directors," said Michael Pusateri, CEO and Founder of Siepe.
  • Robert Tomicic has over twenty years of experience in the fixed income, credit, and alternative investment space.
  • In 2005, Tomicic co-founded Virtus Partners LLC, a technology solutions provider for alternative asset managers (acquired by FIS in 2019).

Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board

Retrieved on: 
Monday, January 9, 2023
Asset Management, Professional Services, Finance, Legg Mason, Inc., Securities Analysts Association of China, Institutional Investor, Partner, RIA, Intellectual Asset Management, Entrepreneurship, Council, Bass, GoldenTree Asset Management, Bear Stearns, Goldman Sachs, Intel Corp. Investment Policy Committee v. Sulyma, Super League International Board, Senior, CT, Harvard University, Vice, Economics, Stanford University, Policy, UJA-Federation of New York, Financial services, Management, Research

NewEdge Wealth, LLC , a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
  • The two will also serve alongside internal board members Rob Sechan, CEO, John Straus, President, Cameron Dawson, Chief Investment Officer and Bill Englis, Head of Research.
  • “It is incredible for these two industry icons to join our Investment Advisory Board,” said Rob Sechan, CEO and Co-Founder of NewEdge Wealth.
  • “NewEdge Wealth is building something special, and we expect 2023 to be a great year for us.

Jeffrey Kazen Joins Altrinsic Global Advisors as Head of Operations & Technology

Retrieved on: 
Thursday, December 1, 2022
Harvard University, Head, AB, Multimedia, Legg Mason, Operation, Maintenance, SkyTrain, Operational technology, Risk management, Management

GREENWICH, Conn., Dec. 1, 2022 /PRNewswire/ -- Altrinsic Global Advisors, LLC today announced the appointment of Jeffrey Kazen as Head of Operations & Technology.

Key Points: 
  • GREENWICH, Conn., Dec. 1, 2022 /PRNewswire/ -- Altrinsic Global Advisors, LLC today announced the appointment of Jeffrey Kazen as Head of Operations & Technology.
  • Kazen will oversee all aspects of operations, trading, trade support, technology, and vendor management, as well as be involved in other organizational initiatives.
  • He was previously Head of Operations & Technology at SKY Harbor, responsible for the design and maintenance of the firm's operating and technology environments.
  • Prior to SKY Harbor, he held positions in technology development and investment operations at Legg Mason and Citigroup Asset Management.

Franklin Templeton to Celebrate Its 75th Anniversary with New York Stock Exchange Bell Ringing on November 15, 2022

Retrieved on: 
Thursday, November 24, 2022
Finance, Banking, Professional Services, Asset Management, Fintech, Silicon, NYSE, Risk management, Financial technology, History, National Stock Exchange of India, AUM, Specialization, Incubator, Acquisition, Franklin Templeton Investments, Thought, Lexington Partners, Stock exchange, Legg Mason, BEN, Pharmaceutical industry, Financial services, K2

Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, will ring the opening bell at the New York Stock Exchange on Tuesday, November 15th to mark the 75th anniversary of the company.

Key Points: 
  • Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, will ring the opening bell at the New York Stock Exchange on Tuesday, November 15th to mark the 75th anniversary of the company.
  • President and CEO Jenny Johnson, along with colleagues and board members, will be at the Stock Exchange to commemorate this important milestone.
  • What began as a small U.S. mutual fund company in a nascent industry has grown into a leading global investment manager today.
  • Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries.

Clarion Partners and Blackstone Real Estate Co-Originate Two Senior & Mezzanine Loans for the Brickstone Boulder Student Housing Properties

Retrieved on: 
Wednesday, September 7, 2022
Construction & Property, Finance, Professional Services, University, REIT, Education, Other Construction & Property, Residential Building & Real Estate, Pearl Street Mall, Franklin Templeton Investments, Legg Mason, University, Lodge, Technology, Prospectus, Bed, NYSE, BEN, Research, Walking, Blackstone, SIPC, City, Real estate, Fund, CU, LinkedIn, SEC, REIT, Clarion, Quality of life, Multimedia, Student, Investment, Rocky Mountains, Reward, FCA, Housing, History, LLC, Twitter, Parker, Specialization, Risk, Geography, Acquisition, Mission statement, FINRA, Nature, Gold, Bank, Financial services, Security (finance), Brickstone, University of Colorado Boulder, Facebook

Clarion Partners Real Estate Income Fund Inc. (CPREIF) has provided mezzanine loans subordinate to two senior loans originated by Blackstone Real Estate for the refinance of two student housing assets owned by Brickstone Partners and Daniel Otis in Boulder, CO that were recently valued at more than $180 million.

Key Points: 
  • Clarion Partners Real Estate Income Fund Inc. (CPREIF) has provided mezzanine loans subordinate to two senior loans originated by Blackstone Real Estate for the refinance of two student housing assets owned by Brickstone Partners and Daniel Otis in Boulder, CO that were recently valued at more than $180 million.
  • As a significant investor in Boulder, Clarion Partners believes there are positive long-term tailwinds for the citys student housing market, which has consistently maintained very high occupancy and shows no signs of slowing down.
  • About Clarion Partners Real Estate Income Fund Inc. (CPREIF)
    CPREIF offers individual investors direct access to a portfolio of privately-held, income-producing commercial real estate properties through an innovative investment fund driven by Clarion's deep real estate expertise.
  • Clarion Partners, an SEC registered investment adviser with FCA-authorized and FINRA member affiliates, has been a leading U.S. real estate investment manager for 40 years.

Clarion Partners Real Estate Income Fund Inc. (CPREIF) Acquires Three-Building Industrial Portfolio in the Inland Empire West Area

Retrieved on: 
Thursday, August 25, 2022
Professional Services, Other Professional Services, Other Construction & Property, Commercial Building & Real Estate, Finance, Construction & Property, REIT, Franklin Templeton Investments, Legg Mason, CA, Mission statement, Technology, Prospectus, NYSE, BEN, Ontario International Airport, JLL, SIPC, Solution, Sale, Maintenance, I-10, JLL (company), Fund, LinkedIn, SEC, Clarion, Multimedia, Investment, Partner, Industrial group, FCA, History, LLC, Twitter, Specialization, SR 60, Risk, Acquisition, Transport, FINRA, Nature, Warehouse, Bank, Financial services, Security (finance), Inland Empire, Facebook

Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of three 100% leased warehouse and distribution buildings totaling 109,644 square feet in Chino, CA within the Inland Empire West (IE West) submarket*.

Key Points: 
  • Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of three 100% leased warehouse and distribution buildings totaling 109,644 square feet in Chino, CA within the Inland Empire West (IE West) submarket*.
  • The industrial sector in the Inland Empire continues to experience low vacancy rates amid steady demand.
  • We are thrilled to again work with the professional team at Clarion Partners on the acquisition of this Inland Empire portfolio, said JLL Capital Markets Senior Managing Director and Industrial Group Leader Mark Detmer.
  • About Clarion Partners Real Estate Income Fund Inc. (CPREIF)
    CPREIF offers individual investors direct access to a portfolio of privately-held, income-producing commercial real estate properties through an innovative investment fund driven by Clarion's deep real estate expertise.

Clarion Partners Real Estate Income Fund Inc. (CPREIF) Acquires Two-Building Industrial Distribution Center in El Paso, Texas

Retrieved on: 
Tuesday, August 16, 2022
Commercial Building & Real Estate, Construction & Property, Professional Services, Finance, Movement, Texas State Highway Loop 375, Sport, Fund, U.S. Customs and Border Protection, SEC, Investment, Family, Health, Franklin Templeton Investments, Clarion, Multimedia, FINRA, Risk, BEN, FCA, Technology, ESFR, History, JLL, LED, El Paso Ysleta Port of Entry, Nature, Lamar Hunt, State highway, Senior, FC Dallas, Growth, Prospectus, LLC, JLL (company), El Paso International Airport, Mission statement, Acquisition, Kansas City Chiefs, Specialization, Solution, NYSE, Legg Mason, SIPC, Twitter, Santa Teresa Port of Entry, 2005 Kansas City Chiefs season, LinkedIn, Commercial property, Financial services, Real estate, Bank, Facebook, Chicago Bulls

Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of Rojas East Distribution Center, two fully leased warehouse and distribution buildings totaling 369,310 square feet in El Paso, Texas.

Key Points: 
  • Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of Rojas East Distribution Center, two fully leased warehouse and distribution buildings totaling 369,310 square feet in El Paso, Texas.
  • View the full release here: https://www.businesswire.com/news/home/20220816005276/en/
    Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of Rojas East Distribution Center, two fully leased warehouse and distribution buildings totaling 369,310 square feet in El Paso, Texas.
  • About Clarion Partners Real Estate Income Fund Inc. (CPREIF)
    CPREIF offers individual investors direct access to a portfolio of privately-held, income-producing commercial real estate properties through an innovative investment fund driven by Clarion's deep real estate expertise.
  • Hunt Southwest Real Estate Development is a Dallas-based, full-service real estate development company with a focus on industrial and cold storage development in the Texas market.