Investment strategy

24th Edition of CFO Leadership Summit: KSA

Retrieved on: 
Monday, February 12, 2024

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.

PPR Capital Management Promotes Taylor Nelson to Director of Non-Performing Loan Investments

Retrieved on: 
Wednesday, January 31, 2024

BERWYN, Pa., Jan. 31, 2024 /PRNewswire/ -- PPR Capital Management, a private equity real estate investment firm, has announced the promotion of Taylor Nelson to Director of Non-Performing Loan Investments. In this role, Nelson will lead PPR's Non-Performing Loan (NPL) business vertical and will be responsible for acquisitions, surveillance and performance of the firm's NPL business line and Joint Venture partnerships. Nelson previously served as the firm's Senior Acquisition and Portfolio Analyst since 2020.

Key Points: 
  • Having Purchased Over $440 Million In the Past Two Years, Nelson Leads the Firm's Expansion of its NPL Business Model
    BERWYN, Pa., Jan. 31, 2024 /PRNewswire/ -- PPR Capital Management , a private equity real estate investment firm, has announced the promotion of Taylor Nelson to Director of Non-Performing Loan Investments.
  • In this role, Nelson will lead PPR's Non-Performing Loan (NPL) business vertical and will be responsible for acquisitions, surveillance and performance of the firm's NPL business line and Joint Venture partnerships.
  • "Taylor has been a champion of PPR's continued expansion into the NPL vertical and a major contributor to the firm's success in this area," said Steve Meyer, CEO of PPR Capital Management.
  • "As Director of NPL Investments I'm excited about the opportunity to maximize PPR's NPL portfolio," said Nelson.

24th Edition of CFO Leadership Summit: KSA

Retrieved on: 
Wednesday, January 24, 2024

Recognizing the vital role that finance leaders play in steering organizations and economies, Exito Media Concepts is organising the CFO Leadership Summit.

Key Points: 
  • Recognizing the vital role that finance leaders play in steering organizations and economies, Exito Media Concepts is organising the CFO Leadership Summit.
  • The summit serves as a beacon for thought leadership, fostering strategic discussions essential to the critical role finance leaders undertake.
  • The CFO Summit is designed with a multi-faceted purpose that seamlessly aligns with Saudi Arabia's broader national objectives.
  • What exciting topics can you Expect to See on the agenda for the CFO Leadership Summit?

T. ROWE PRICE CAPITAL APPRECIATION FUND TIES RECORD FOR LONG-TERM PERFORMANCE

Retrieved on: 
Monday, January 8, 2024

BALTIMORE, Jan. 8, 2024 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm, announced today that the T. Rowe Price Capital Appreciation Fund (Ticker: PRWCX)  managed by David Giroux, CFA®, finished 2023 as having beaten its Morningstar peer group average for 16 consecutive years, tying the record for the most consecutive calendar years a U.S. equity or multi-asset fund has done so under the same portfolio manager. Based on T. Rowe Price's analysis, the only other fund to accomplish this was the Pioneer Fund, managed by the late Philip Carret, who established the record between 1938-1953.1

Key Points: 
  • The T. Rowe Price Capital Appreciation Fund, which has been closed to new investors since June 30, 2014, began operation in 1986 and seeks long-term capital appreciation by investing primarily in a blended portfolio of common and preferred stocks as well as fixed income and other securities to help preserve principal value.
  • The T. Rowe Price Capital Appreciation Fund is one of three vehicles within the Capital Appreciation suite.
  • Giroux also manages the T. Rowe Price Capital Appreciation Equity ETF (Ticker: TCAF), which launched in June 2023, and he co-manages the T. Rowe Price Capital Appreciation and Income Fund (Ticker: PRCFX), which launched in November 2023.
  • "With no other portfolio manager achieving this record in 70 years, David's Capital Appreciation Fund performance is truly remarkable.

State Street Global Advisors’ 2024 Global Market Outlook: uncertainty to persist with bonds taking center stage 

Retrieved on: 
Tuesday, December 5, 2023

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today launched its 2024 Global Market Outlook: Positioning the Pieces outlining a mixed outlook and key investment themes for the year ahead.

Key Points: 
  • State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today launched its 2024 Global Market Outlook: Positioning the Pieces outlining a mixed outlook and key investment themes for the year ahead.
  • 2024 will require agility to respond to market signals and multiple factors within the macroeconomic environment.
  • State Street Global Advisors expects the outlook for equities in 2024 to be challenging.
  • Given the global backdrop, State Street Global Advisors expects emerging markets to remain vulnerable – but with pockets of opportunity – notably, hard currency debt and select emerging market equities.

J.P. Morgan Private Bank releases 2024 Global Investments Outlook

Retrieved on: 
Monday, December 4, 2023

NEW YORK, Dec. 4, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today released its 2024 Global Investments Outlook , After the Rate Reset: Investing Reconfigured, which defines five important considerations for investors as they navigate the dynamics of today's new interest rate environment.

Key Points: 
  • NEW YORK, Dec. 4, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today released its 2024 Global Investments Outlook , After the Rate Reset: Investing Reconfigured, which defines five important considerations for investors as they navigate the dynamics of today's new interest rate environment.
  • "Markets have entered an entirely new interest rate regime," said Grace Peters, Global Head of Investment Strategy at J.P. Morgan Private Bank.
  • To harness the new dynamics of a 5% rate world, J.P. Morgan Private Bank's 2024 Investment Outlook explores five important themes.
  • These companies have emerged leaner and resilient to potential challenges that 2024 could present," noted Christopher Baggini, Global Head of Equity Strategy at J.P. Morgan Private Bank.

T. ROWE PRICE LAUNCHES CAPITAL APPRECIATION AND INCOME FUND

Retrieved on: 
Wednesday, November 29, 2023

BALTIMORE, Nov. 29, 2023 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm, announced today the launch of the Capital Appreciation and Income Fund. The fund is an addition to the Capital Appreciation suite and seeks to generate strong risk-adjusted total returns through a combination of capital appreciation primarily from stocks, income from stock dividends, and interest income from the fund's fixed income holdings.

Key Points: 
  • New mutual fund adds to the T. Rowe Price Capital Appreciation suite and is led by award-winning portfolio manager David Giroux and Farris Shuggi
    BALTIMORE, Nov. 29, 2023 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm, announced today the launch of the Capital Appreciation and Income Fund.
  • The fund is an addition to the Capital Appreciation suite and seeks to generate strong risk-adjusted total returns through a combination of capital appreciation primarily from stocks, income from stock dividends, and interest income from the fund's fixed income holdings.
  • The Capital Appreciation and Income Fund is one of three vehicles within the Capital Appreciation suite, which also includes the Capital Appreciation Fund (Ticker: PRWCX) and the Capital Appreciation Equity ETF (Ticker: TCAF).
  • Compared to the Capital Appreciation Fund, the new fund will have more fixed income securities and fewer equities over time and is expected to be less volatile and generate more current income.

Adams Street Closes 2023 Global Fund Program with $820 Million in Commitments

Retrieved on: 
Wednesday, November 8, 2023

Adams Street Partners , LLC, a private markets investment firm with more than $58 billion in assets under management, has held the final closing of the Adams Street 2023 Global Fund Program with $820 million in committed capital.

Key Points: 
  • Adams Street Partners , LLC, a private markets investment firm with more than $58 billion in assets under management, has held the final closing of the Adams Street 2023 Global Fund Program with $820 million in committed capital.
  • The Global Fund Program is a private markets portfolio designed to provide comprehensive exposure by spanning all of Adams Street’s investment strategies, including primaries, secondaries, co-investments, growth equity, and private credit, across North America, Europe, and Asia.
  • The 2023 Global Fund saw strong representation from both new and returning investors.
  • The Global Fund Program aims to outperform public equity markets by 3-5% through a highly diversified global portfolio that incorporates some of the top-performing ideas across each of Adams Street’s strategies.

R. Scott Hutcheson Joins QuadReal's Board of Directors

Retrieved on: 
Tuesday, September 26, 2023

VANCOUVER, BC, Sept. 26, 2023 /CNW/ - QuadReal Property Group ("QuadReal") welcomes R. Scott Hutcheson to its Board of Directors.

Key Points: 
  • VANCOUVER, BC, Sept. 26, 2023 /CNW/ - QuadReal Property Group ("QuadReal") welcomes R. Scott Hutcheson to its Board of Directors.
  • Scott is currently the Chair of Invest Alberta Corporation and serves on several boards including Own the Podium and Rohit Investments.
  • Scott has also been a board member of REALPAC, Calgary Economic Development, Opportunity Calgary Investment Fund and a meaningful number of arts, education and sports organizations.
  • In addition to his board experience, Scott is the Executive Chair of Aspen Properties, a fully integrated, privately held commercial real estate company based in Calgary.

Allocate Closes $10MM in Strategic Capital and Adds Key Personnel to Modernize Investment in Venture Capital

Retrieved on: 
Thursday, September 21, 2023

SAN FRANCISCO, Sept. 21, 2023 /PRNewswire/ -- Allocate, a platform that provides investors with a streamlined way to invest and manage private investments, announced the closing of $10MM in financing, bringing the total capital raised since the company launched in July 2021 to $33.5MM.

Key Points: 
  • Allocate closes $10MM in strategic capital and adds key personnel to modernize investment in venture capital.
  • "This new capital bolsters our balance sheet to allow us to further accelerate our vision of modernizing investment into venture capital by granting investors a previously unavailable level of curated access and portfolio transparency," said Samir Kaji, CEO & Co-Founder of Allocate.
  • Within alternative investments, venture capital is a unique and growing segment - especially for non-institutional investors.
  • Allocate has built a platform that makes venture investing more accessible, effective, and transparent.