CFA Institute

MDOTM LTD ADDS OPENAI'S CAPABILITIES TO IMPROVE EXPLAINABLE AI FOR ASSET MANAGERS

Retrieved on: 
Wednesday, May 17, 2023
ChatGPT, Risk, CFA Institute, OpenAI, Explainable artificial intelligence, AI, API, Forrester, Software, Cryptocurrency, Fine chemical, Sales, Sphere

LONDON, May 17, 2023 /PRNewswire/ -- MDOTM Ltd, the global provider of AI-driven investment solutions for financial institutions, announces new ChatGPT-powered features in Sphere, its investment platform for institutional investors.

Key Points: 
  • These new features will improve the suite of AI tools available to understand each portfolio's unique risk-return profile, positioning and exposure to risk factors.
  • According to data from the CFA Institute, explainable AI is a top priority among Asset and Wealth Management companies, with over 80% of surveyed investment professionals looking to integrate AI by 2023.
  • Sphere is a no-code platform that leverages MDOTM Ltd's proprietary AI to provide unbiased investment inputs and manage portfolios at scale.
  • Tommaso Migliore, CEO & Co-Founder of MDOTM Ltd, commented:
    "Combining OpenAI ChatGPT's capabilities with our AI platform Sphere is a key step forward to provide portfolio and investment managers with the most sophisticated investment decision-making solution.

LCG Hires Christopher Philips, CFA to Lead OCIO Practice

Retrieved on: 
Monday, May 15, 2023
Marshall College, CFA, Senior, Vanguard, Outsourced, DC, CFA Institute, LCG, Investment, Philips, Principal, The Vanguard Group, Management

ATLANTA, May 15, 2023 /PRNewswire/ -- LCG Associates, Inc., a national investment consulting firm, has hired Christopher Philips, CFA as Senior Vice President and the Firm's Outsourced Chief Investment Officer ("OCIO") Practice Leader.

Key Points: 
  • ATLANTA, May 15, 2023 /PRNewswire/ -- LCG Associates, Inc., a national investment consulting firm, has hired Christopher Philips, CFA as Senior Vice President and the Firm's Outsourced Chief Investment Officer ("OCIO") Practice Leader.
  • Philips will be responsible for implementing OCIO best practices as well as expanding business development.
  • Additionally, Christopher will conduct capital market and asset class research, investment manager due diligence, and special topical studies.
  • Christopher is a CFA Charterholder and is an active member of the CFA Institute and CFA Society of Philadelphia.

Ohio's DayMark Wealth Partners Continues Its Rapid Expansion By Adding the Compass Group With More Than $1.0 Billion in Client Assets

Retrieved on: 
Wednesday, May 10, 2023
Professional Services, Data Management, Technology, Finance, Software, Asset Management, Skidmore College, Compass Group, Kentucky Athletic Hall of Fame, Insurance, CFA, Investment, Wells Fargo Advisors, RIA, Daymark, Chartered, Cleveland Society of Artists, Research, CFA Institute, Fidelity Investments, Business administration, Retirement, Acquisition, Dynasty, First Union, Financial adviser, Financial services, Nursing, Ethics

DayMark Wealth Partners announced today that T. Rodney Twells, Andrew Sikorovsky, and Joseph Schmidt have joined the firm as the Compass Group of DayMark Wealth Partners.

Key Points: 
  • DayMark Wealth Partners announced today that T. Rodney Twells, Andrew Sikorovsky, and Joseph Schmidt have joined the firm as the Compass Group of DayMark Wealth Partners.
  • The Compass Group of DayMark, previously at Wells Fargo Advisors, has combined experience of over 150 years and looks after more than $1.0 billion in client assets.
  • “We are excited to welcome another veteran wealth management team to DayMark Wealth Partners,” comments Dynasty’s CEO, Shirl Penney.
  • In 2003, he partnered with Compass Group of First Union Securities and remained there until leaving to form Compass Group of DayMark.

BentallGreenOak Appoints Ryan Severino as Chief Economist and Head of Research in the U.S.

Retrieved on: 
Tuesday, May 9, 2023
Construction & Property, REIT, Columbia University, American Economic Association, CFA, AEA, BGO, The Wall Street Journal, JLL, Economist, Chartered, Risk management, Business economics, Multimedia, Research, Urban Land Institute, Georgetown University, Severino, Financial Times, CNBC, Starwood Capital Group, NABE, Bloomberg, National Council, The New York Times, CFA Institute, ULI, National Association, Economics, National Association for Business Economics, Real estate, New York University

BentallGreenOak (BGO ), a leading, global real estate investment management advisor and a globally-recognized provider of real estate services, today announced the appointment of Ryan Severino to the newly-created role of Chief Economist and Head of Research for the firm’s U.S. business.

Key Points: 
  • BentallGreenOak (BGO ), a leading, global real estate investment management advisor and a globally-recognized provider of real estate services, today announced the appointment of Ryan Severino to the newly-created role of Chief Economist and Head of Research for the firm’s U.S. business.
  • Severino will focus on global and regional economic research, analysis, and commentary, as well as supporting BGO’s investment and portfolio management teams through property market forecasting.
  • View the full release here: https://www.businesswire.com/news/home/20230509005177/en/
    Severino brings 25 years of economics, real estate, and investment research and analysis to his role at BGO.
  • He joins BGO from JLL where he served as Chief Economist and managed the economics team.

B. Riley Acquires Assets of ABTV, Leading Restructuring Advisory FirmFormerly Known as Anderson Bauman Tourtellot Vos

Retrieved on: 
Tuesday, May 9, 2023
James B. Riley, Emory University, University, College, Association for Corporate Growth, ABI, Carolinas, Business, American Bankruptcy Institute Law Review, CTP, MBA, Bankruptcy, RMA, Economics, Organization, College of William & Mary, Acquisition, Trustee, CFA Institute, American Bankruptcy Institute, LOS, ACG, TMA, Financial adviser, Financial services, Security (finance), Management

LOS ANGELES and CHARLOTTE, N.C., May 9, 2023 /PRNewswire/ -- B. Riley Financial, Inc. (Nasdaq: RILY) ("B. Riley"), a diversified financial services platform, today announced that it has acquired certain assets of ABTV, a leading independent business and financial advisory firm based in Charlotte, North Carolina.

Key Points: 
  • Formerly known as Anderson Bauman Tourtellot Vos, ABTV specializes in improving and restoring performance and maximizing value for distressed and underperforming organizations.
  • In connection with the transaction, senior restructuring advisors Edward J. Sanz and P. Michael Kain have joined B. Riley Advisory Services.
  • The former ABTV headquarters in Charlotte, NC will be re-established as a B. Riley office.
  • Ian Ratner, co-CEO of B. Riley Advisory Services, commented: "ABTV is a well-known entity within the restructuring industry, highly regarded among financial institutions for its decades-long track record of delivering exceptional client service.

Manulife Investment Management appoints Kristie Feinberg head of U.S. and Europe, and president and CEO, John Hancock Investment Management

Retrieved on: 
Wednesday, May 3, 2023
Cloud, Treasury, CFA, Chartered, Head, CFA Institute, Chartered Financial Analyst, Columbia Business School, Retirement, OppenheimerFunds, St. Cloud State University, CFO, Growth, Economics, Cryptocurrency, Financial services, Manulife, Invesco

BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.

Key Points: 
  • BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.
  • Ms. Feinberg was previously Manulife Investment Management's chief financial officer and global head of strategy.
  • Mr. Arnott was appointed head of U.S. and Europe for Manulife Investment Management in 2018 and was president and CEO of John Hancock Investment Management since 2012.
  • Ms. Feinberg is a member of Manulife Investment Management's leadership team and reports to Paul Lorentz, and she's based in Boston.

Jensen Investment Management Appoints New Client Services Director

Retrieved on: 
Tuesday, May 2, 2023
Asset Management, Professional Services, Finance, Charles Schwab, CFA Institute, History, GIPS, Investment management, Jensen Investment Company Building, Growth, ESG, Washington State University, BA

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that it has appointed Crista DesRochers, CIPM®, as its new Client Services Director.

Key Points: 
  • Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that it has appointed Crista DesRochers, CIPM®, as its new Client Services Director.
  • She brings more than 17 years of investment management consulting experience, as well as expertise in ESG-assurance-related services.
  • She got her start in the business at Charles Schwab & Co.
    "We are delighted to welcome Crista to the firm," said Eric H. Schoenstein, managing director, Jensen Investment Management.
  • As director DesRochers will be responsible for managing Client Services as the firm continues to grow its institutional client base both domestically and overseas.

CFA Institute Launches Data Science for Investment Professionals Certificate

Retrieved on: 
Wednesday, April 26, 2023
Learning, CFA, Certificate, Data science, Intelligence, Language, Future, US, Machine learning, CFA Institute, Knowledge, AI, The Center of Applied Data Science, Management, Nursing, Tutoring, Civil engineering, Investment

NEW YORK, April 26, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched its Data Science for Investment Professionals Certificate designed to provide current or aspiring investment professionals with practical knowledge of the fundamentals of artificial intelligence and machine learning techniques and how they are used in the investment process.

Key Points: 
  • NEW YORK, April 26, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched its Data Science for Investment Professionals Certificate designed to provide current or aspiring investment professionals with practical knowledge of the fundamentals of artificial intelligence and machine learning techniques and how they are used in the investment process.
  • The Data Science for Investment Professionals Certificate is suitable for individuals from a variety of backgrounds and requires no prior data science knowledge.
  • For the full Data Science for Investment Professionals Certificate details, visit: https://store.cfainstitute.org/data-science-for-investment-professionals...
    The Data Science for Investment Professionals Certificate registration is priced at US$1,599 for non-members and US$1,399 for CFA members.
  • The Data Science for Investment Professionals Certificate draws on the following CFA Institute research:

Eventide Announces Promotion of Chris Grogan, CFA, to Portfolio Manager

Retrieved on: 
Thursday, April 20, 2023
Portfolio manager, CFA, Gordon College, Chartered, Research, Multimedia, Saint Petersburg State University of Economics and Finance, Chartered Financial Analyst, Financial plan, Risk, CFA Institute, ICG, Financial adviser, Eventide, Economics

BOSTON, April 20, 2023 /PRNewswire/ -- Eventide Asset Management ("Eventide"), is pleased to announce the promotion of Chris Grogan, CFA, Director of Investment Consulting, into a portfolio management position within the firm.

Key Points: 
  • BOSTON, April 20, 2023 /PRNewswire/ -- Eventide Asset Management ("Eventide"), is pleased to announce the promotion of Chris Grogan, CFA, Director of Investment Consulting, into a portfolio management position within the firm.
  • Effective April 1, 2023, Mr. Grogan replaced Dolores Bamford as a Portfolio Manager of the Eventide Limited-Term Bond Fund and the Eventide Core Bond Fund (collectively, the "Funds").
  • Chris exemplifies our core values of excellence and integrity, and I am delighted to welcome him as an Eventide portfolio manager."
  • Prior to joining Eventide in 2019, Mr. Grogan spent five years with Boston Advisors, LLC, most recently as an Associate Portfolio Manager.

Sendero Hires Julie Gerron as General Counsel and Chief Compliance Officer

Retrieved on: 
Thursday, April 20, 2023
Private sector, University, Moses Austin, Attorney General's Office of Indonesia, CFA, General counsel, Bachelor of Business Administration, CFA Institute, Chartered Financial Analyst, Bar association, Business administration, SAN, Growth, State Bar of Texas, Sendero, Gerron Levi

SAN ANTONIO, April 20, 2023 /PRNewswire/ -- Sendero Wealth Management, a private, partner-led wealth management firm in San Antonio has hired Julie Gerron as General Counsel and Chief Compliance Officer. She held similar positions for nearly two decades with Westwood Holdings Group, a publicly traded Dallas-based investment management boutique and wealth management firm.

Key Points: 
  • Gerron joins the executive leadership team, directing regulatory compliance and risk mitigation programs
    SAN ANTONIO, April 20, 2023 /PRNewswire/ -- Sendero Wealth Management, a private, partner-led wealth management firm in San Antonio has hired Julie Gerron as General Counsel and Chief Compliance Officer.
  • "Her knowledge is what Sendero needs as we continue to grow and navigate our future."
  • Crawford said Gerron's compliance experience is vital as clients and colleagues require the latest information in a constantly evolving regulatory landscape.
  • "Joining Sendero is an exciting opportunity to bring my experience and skills to help drive growth and success.