Investment strategy

Blair Hagkull Joins QuadReal's Board of Directors

Retrieved on: 
Wednesday, September 11, 2024
Marketplace, Urban Land Institute, University, Founding, Investment strategy, Growth, JLL, BCI, St. Michaels University School, Business, American School, ULI, Tamara Gustavson, Emaar Properties, CAD, Trustee, Partner (business rank), Chairperson, Thought, Management

VANCOUVER, BC, Sept. 11, 2024 /CNW/ - QuadReal Property Group ("QuadReal") is pleased to announce the addition of Blair Hagkull to its Board of Directors.

Key Points: 
  • VANCOUVER, BC, Sept. 11, 2024 /CNW/ - QuadReal Property Group ("QuadReal") is pleased to announce the addition of Blair Hagkull to its Board of Directors.
  • Throughout his career, Blair has managed, developed, advised, and transacted real estate assets in twenty countries.
  • Blair has served in a wide range of board positions in both Canada and the Middle East.
  • For information about QuadReal's Board of Directors visit:

Piva Capital Expands Team with the Appointment of Lee Larson

Retrieved on: 
Wednesday, August 21, 2024
Investment strategy, Yale school, Boston Consulting Group, Wake Forest University, Economics, MBA, Carbon, Transport, AI, SAN, History

SAN FRANCISCO, Aug. 21, 2024 /PRNewswire/ -- Piva Capital , a VC firm on a mission to back visionary founders and emerging technology companies transforming industry, has expanded its investment team with the addition of Lee Larson .

Key Points: 
  • SAN FRANCISCO, Aug. 21, 2024 /PRNewswire/ -- Piva Capital , a VC firm on a mission to back visionary founders and emerging technology companies transforming industry, has expanded its investment team with the addition of Lee Larson .
  • Lee joined Piva Capital's Summer Associates Program in 2023 and returns to Piva as an Investor focusing on carbon removal technologies, quantum computing and AI, and the circular economy.
  • "Lee brings a remarkable blend of passion, expertise, and innovative thinking to Piva," said Ricardo Angel, Managing Partner at Piva Capital.
  • Lee joins Piva Capital after earning his MBA from the Yale School of Management, where he helped launch the Meng Impact Investment Fund and served as its inaugural Head of Investment Strategy.

JOHN HANCOCK ANNOUNCES PORTFOLIO MANAGER CHANGE FOR HEDGED EQUITY & INCOME FUND

Retrieved on: 
Tuesday, July 30, 2024
Wellington Management Company, HEQ, Adviser, Investment strategy, Senior, CFA, Fund, LLP, Financial adviser

BOSTON, July 30, 2024 /PRNewswire/ - John Hancock Investment Management LLC (the "Adviser") today announced changes to the portfolio management team for John Hancock Hedged Equity & Income Fund (NYSE: HEQ).

Key Points: 
  • BOSTON, July 30, 2024 /PRNewswire/ - John Hancock Investment Management LLC (the "Adviser") today announced changes to the portfolio management team for John Hancock Hedged Equity & Income Fund (NYSE: HEQ).
  • Effective July 30, 2024, Gregg Thomas, CFA, Co-Head of Investment Strategy, Wellington Management will no longer serve as a portfolio manager on HEQ.
  • Roberto Isch, CFA, Senior Managing Director, Wellington Management, will continue to serve as portfolio manager on the Fund.
  • Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.

EQS-News: PATRIZIA aims to become a EUR 100bn AUM smart Real Assets player in 2030 with new focused growth strategy and new organisational structure

Retrieved on: 
Friday, July 26, 2024
Executive Committee, Executive, BLT, Standard German phonology, Asset, CFO, EUR, Investment strategy, GEC, New Group, Investment management, Management

PATRIZIA, a leading partner for global real assets, has announced a new mid-term strategy to reach EUR 100 billion AUM within the next five years.

Key Points: 
  • PATRIZIA, a leading partner for global real assets, has announced a new mid-term strategy to reach EUR 100 billion AUM within the next five years.
  • To effectively execute on its new mid-term strategy PATRIZIA has established a new Group Executive Committee (GEC) as part of a larger organisational adjustment.
  • “Our clear ambition is to become the investment manager of choice for smart real asset solutions.
  • The BLT will accelerate PATRIZIA’s investment performance, as well as drive the company’s growth ambition and business strategy execution.

Star Mountain Capital Adds Former Columbia Threadneedle Investments ($650+ bn AUM) Head of North America, Scott Couto, as Senior Advisor

Retrieved on: 
Tuesday, July 2, 2024
Banking, Asset Management, Professional Services, Finance, Risk, Risk management, Senior, Marketing, WFC, AUM, Investment, Wells Fargo, FINRA, Ageing, CFA Institute, Columbia Threadneedle Investments, Evergreen, CFA, Product management, Babson College, Senior advisor, Development, Investment strategy, Fidelity Investments, Starr Mountain, Multimedia, Evergreen Investments, Management

View the full release here: https://www.businesswire.com/news/home/20240701650862/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240701650862/en/
    Scott Couto, Star Mountain Capital Senior Advisor (Photo: Business Wire)
    Scott Couto has over 30 years of experience in the asset management business including executive leadership, risk management, investor reporting, investment strategy, distribution, marketing and investment product development experience.
  • Prior to Columbia Threadneedle investments, Mr. Couto served as President of Fidelity Institutional Asset Management at Fidelity Investments (~$4.9 trillion AUM), where he was responsibility for Fidelity Investments’ U.S.
  • “We are honored to have Scott join Star Mountain as an aligned Senior Advisor bringing extensive strategic leadership, business management, governance, risk management and client relations experience,” said Brett Hickey , Star Mountain Capital Founder & CEO.
  • Prior to Evergreen Investments, Mr. Couto served as Senior Vice President & Director of Investment Strategy at Liberty Funds (now Columbia Threadneedle Investments).

Bryn Mawr Capital Management Announces Jasmine Yu as Senior Vice President and Chief Investment Officer

Retrieved on: 
Wednesday, June 5, 2024
Banking, Asset Management, Professional Services, Finance, Institutional Investor, Information system, Research, Business administration, Bank, Financial management, Doctor of Philosophy, WSFS, Senior, Advisory board, Investment management, EDHEC Business School, Mentorship, Business, Sun Yat-sen University, Investment, Wealth management, Abu Dhabi Investment Council, BNY Mellon, Columbia University, International finance, Investment strategy, BofA Securities, Pace University

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Capital Management, is pleased to announce the hire of Jasmine Yu as Senior Vice President and Chief Investment Officer, reporting to Jamie Hopkins, Senior Vice President, CEO of Bryn Mawr Capital Management and Director of Private Wealth Management for Bryn Mawr Trust.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Capital Management, is pleased to announce the hire of Jasmine Yu as Senior Vice President and Chief Investment Officer, reporting to Jamie Hopkins, Senior Vice President, CEO of Bryn Mawr Capital Management and Director of Private Wealth Management for Bryn Mawr Trust.
  • Yu will lead the Investment Strategy and Solutions team towards delivering exceptional outcomes for clients, driving innovation, and providing cutting-edge thought leadership in the investment landscape.
  • “This marks an exciting chapter in our organization’s journey as we proudly welcome Jasmine to our team.
  • Prior to joining WSFS, Yu was Managing Director, Head of Global Manager Research at Bank of New York Mellon Wealth & Investment Management.

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

Retrieved on: 
Friday, April 12, 2024
Banking, Professional Services, Finance, Goldman Sachs, Harvard Law School, Organization, Mergers & Acquisitions, Wealth, Investment strategy, Research, Operations research, Marketing, Vanderbilt University, Business development, UBS, Business, Trustee, J. P. Morgan, Cornell University, JD, Bank, Trust, Mergers and acquisitions, Tulane University, Wealth management, Industrial, Wesleyan University, Security (finance)

UBS Private Wealth Management today announced that Regina Bronson and Alex Gitomer will be joining the firm as Managing Directors and Private Wealth Advisors in New York City.

Key Points: 
  • UBS Private Wealth Management today announced that Regina Bronson and Alex Gitomer will be joining the firm as Managing Directors and Private Wealth Advisors in New York City.
  • “Regina and Alex are talented advisors that have decades of combined experience advising ultra-high-net-worth clients on the complexities of maintaining and growing wealth through generations,” said Tom Conigatti, Market Director at UBS Private Wealth Management.
  • Alex Gitomer provides customized investment advice and comprehensive wealth management solutions to ultra-high-net-worth families, not-for-profit organizations and certain institutional clients.
  • Previously, Hilary spent nine years with Goldman Sachs and was most recently a Vice President in Private Wealth Management.

Glenmede Appoints Brian Green as New Chief Investment Officer of Private Wealth

Retrieved on: 
Wednesday, April 10, 2024
Consulting, Asset Management, Professional Services, Finance, BNY Mellon, University, JPMorgan Chase, Investment strategy, Policy, Private, Investment management, CFA Institute, Research, Business administration, London Business School, Wealth, Committee, Columbia Business School, Multimedia, CIO, Accounting, Associate, Government, Philosophy, Management

Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of Brian K. Green, CFA®, as Chief Investment Officer (CIO) of Private Wealth, reporting to Thomas P. Melcher, Director of Private Wealth.

Key Points: 
  • Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of Brian K. Green, CFA®, as Chief Investment Officer (CIO) of Private Wealth, reporting to Thomas P. Melcher, Director of Private Wealth.
  • View the full release here: https://www.businesswire.com/news/home/20240410583764/en/
    Mr. Green will co-chair the Private Wealth Investment Policy Committee and oversee the Portfolio Construction Consulting Group, a specialized group of professionals who support portfolio managers in their management of complex relationships.
  • “Glenmede Private Wealth’s mission is to empower the confident pursuit of purpose, passions and legacy through integrated wealth management.
  • Previously, Mr. Green was Glenmede’s Director of Private Wealth Portfolio Management and Associate Director of Investment Management.

Exelon Announces Retirement of Chief Investment Officer Doug Brown

Retrieved on: 
Thursday, February 29, 2024
Professional Services, Other Energy, Utilities, Energy, Finance, Nuclear, Constellation, Multi, Institutional Investor, Woman, Committee, Multimedia, Mentorship, Retirement, MBA, University, Marketplace, EXC, Business, Jan Vansina, Trust, Trustee, Investment strategy, Brown, Economics, Goodman, Management

Exelon (Nasdaq, EXC) announced today the retirement of Doug Brown, senior vice president and chief investment officer.

Key Points: 
  • Exelon (Nasdaq, EXC) announced today the retirement of Doug Brown, senior vice president and chief investment officer.
  • Upon Brown’s retirement on July 1, 2024, Jessica Hart, currently Exelon’s vice president of Investment Strategy and Public Markets, will be promoted to senior vice president and chief investment officer.
  • View the full release here: https://www.businesswire.com/news/home/20240229648188/en/
    Doug Brown, Exelon senior vice president and chief investment officer (Photo: Business Wire)
    Brown joined Exelon in November 2009 as chief investment officer.
  • Prior to his more than a decade of accomplishments with Exelon, Brown was chief investment officer at Chrysler LLC with responsibility for all asset management activities globally, totaling $30 billion.

24th Edition of CFO Leadership Summit: KSA

Retrieved on: 
Monday, February 12, 2024
CFO, Sustainability, Quality, Database, PBC, Learning, Control, Growth, CFOS, Intellectual, Investment strategy, NADEC, Economics, Metrology, Consultant

RIYADH, Feb 12, 2024 - (ACN Newswire) - The 24th edition of the CFO Leadership Summit is set to unite financial luminaries and industry leaders on February 14th, 2024, in Riyadh, Saudi Arabia.

Key Points: 
  • RIYADH, Feb 12, 2024 - (ACN Newswire) - The 24th edition of the CFO Leadership Summit is set to unite financial luminaries and industry leaders on February 14th, 2024, in Riyadh, Saudi Arabia.
  • Beyond thought-provoking conversations and networking opportunities, the 24th CFO Summit will unveil the CFO 50 winners.
  • The CFO Leadership Summit compiles the annual CFO 50 list by considering nominations, direct applications, information from an extensive database, insightful interviews, scrutiny of company websites, and other publicly available sources.
  • Exito Media Concepts, the force behind the CFO Summit, takes pride in facilitating this platform for learning, collaboration, and celebration.