Caia

Victory Capital Launches Crypto Index Fund for U.S. Accredited Investors

Retrieved on: 
Wednesday, August 4, 2021

Victory Capital Holdings, Inc. (NASDAQ: VCTR) (Victory Capital or the Company) today announced that its wholly owned investment adviser, Victory Capital Management Inc., has launched the Victory Hashdex Nasdaq Crypto Index Fund LLC, a private fund that tracks the Nasdaq Crypto Index (NCI).

Key Points: 
  • Victory Capital Holdings, Inc. (NASDAQ: VCTR) (Victory Capital or the Company) today announced that its wholly owned investment adviser, Victory Capital Management Inc., has launched the Victory Hashdex Nasdaq Crypto Index Fund LLC, a private fund that tracks the Nasdaq Crypto Index (NCI).
  • The private fund, developed as part of Victory Capitals previously announced exclusive agreements with renowned index provider Nasdaq and global crypto-focused asset manager Hashdex Ltd. (Hashdex), provides U.S. accredited investors access to digital assets.
  • In conjunction with industry index leader Nasdaq and crypto asset manager Hashdex, were thrilled to offer investors access to the exciting and emerging crypto asset space, said Mannik Dhillon, CFA, CAIA, President of VictoryShares & Solutions.
  • Victory Capital Services, Inc., an affiliate of Victory Capital Management Inc., the Funds investment advisor, will act as placement agent to the Fund.

Oxford Financial Group, Ltd. Announces Formation and Funding of Mayfair Capital Partners (MCP)

Retrieved on: 
Thursday, July 15, 2021

Oxford Financial Group, Ltd. has announced the formation and funding of Mayfair Capital Partners (MCP), an in-house private equity investment team based in Carmel, Indiana and Minneapolis, Minnesota.

Key Points: 
  • Oxford Financial Group, Ltd. has announced the formation and funding of Mayfair Capital Partners (MCP), an in-house private equity investment team based in Carmel, Indiana and Minneapolis, Minnesota.
  • We believe this structure also provides advantages compared to traditional private equity so MCP can be a flexible, patient and supportive capital partner.
  • POLYWOOD is a category-leading outdoor products business that recovers and transforms landfill and ocean-bound plastic into furniture that lasts for generations.
  • Oxford Investment Fellows and Managing Directors Jared Nishida (CFA) and Ryan Shidler (CFA, CAIA), and Oxford Senior Investment Analyst Carl Jackson (MBA, CFA), round out the initial Mayfair Capital Partners senior investment team.

LCG Appoints Chotiner to COO, BOD

Retrieved on: 
Monday, May 17, 2021

b'ATLANTA, May 17, 2021 /PRNewswire/ --LCG Associates, Inc. a national, investment consulting firm, promoted Claire P. Chotiner, CFA, CAIA to Chief Operating Officer.

Key Points: 
  • b'ATLANTA, May 17, 2021 /PRNewswire/ --LCG Associates, Inc. a national, investment consulting firm, promoted Claire P. Chotiner, CFA, CAIA to Chief Operating Officer.
  • She started her career with LCG as an Investment Analyst.\nChotiner was previously with Donaldson & Co. as a Client Service / Marketing Representative.
  • LCG is headquartered in Atlanta, Georgia with offices in Dallas, Texas and Seattle, Washington.
  • For more information on LCG, please visit www.lcgassociates.com .\nView original content to download multimedia: http://www.prnewswire.com/news-releases/lcg-appoints-chotiner-to-coo-bod...\n'

CAIA Association Announces Creation of Independent Diversity, Equity & Inclusion Council, Appointment of New Head of DEI, Scholarship Program to Reach Students From Underserved Communities

Retrieved on: 
Tuesday, April 27, 2021

\xe2\x80\x9cComplacency and episodic outrage are no longer acceptable stands to take, and we needed to bring more voices to our own table.

Key Points: 
  • \xe2\x80\x9cComplacency and episodic outrage are no longer acceptable stands to take, and we needed to bring more voices to our own table.
  • A Member-driven organization representing more than 11,000 professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards.
  • Wall Street Bound trains urban youth ages 16-24 in finance technical skills and the all important corporate professional skills.
  • For more information, please visit www.wallstreetbound.org .\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210427005704/en/\n'

Monroe Capital Adds to Marketing Team by Hiring Jayro Yoo

Retrieved on: 
Thursday, April 15, 2021

b'Monroe Capital LLC today announced Jayro Yoo has joined the firm as Director based in Texas.

Key Points: 
  • b'Monroe Capital LLC today announced Jayro Yoo has joined the firm as Director based in Texas.
  • Jayro will serve on the firm\xe2\x80\x99s Marketing & Investor Relations team.\nPrior to Monroe, Jayro was a Vice President at DWS Asset Management where he focused on raising capital for DWS\xe2\x80\x99s alternative investment platform.
  • Jayro is a Chartered Alternative Investments Analyst (CAIA) charter holder and member of the CAIA Association.\n"We are very excited to add Jayro to the Monroe Capital team," said R. Sean Duff, Managing Director & Partner of Monroe Capital.
  • "Jayro has an accomplished career of over 14 years of experience in the alternative investments business raising capital.

Applied Real Intelligence (“A.R.I.”) Hires Jonathan Easton and Wendell Sammons as Managing Directors, Investments

Retrieved on: 
Tuesday, April 13, 2021

b'Applied Real Intelligence (\xe2\x80\x9cA.R.I.\xe2\x80\x9d) , a venture debt investment firm that provides innovative financing solutions to high-growth, VC-backed companies, announced that Jonathan Easton and Wendell Sammons have joined its investment team as Managing Directors.\nCommenting on the additions, Zack Ellison , MBA, MS, CFA, CAIA, A.R.I.\xe2\x80\x99s Founder and Managing General Partner, stated, \xe2\x80\x9cA.R.I.

Key Points: 
  • b'Applied Real Intelligence (\xe2\x80\x9cA.R.I.\xe2\x80\x9d) , a venture debt investment firm that provides innovative financing solutions to high-growth, VC-backed companies, announced that Jonathan Easton and Wendell Sammons have joined its investment team as Managing Directors.\nCommenting on the additions, Zack Ellison , MBA, MS, CFA, CAIA, A.R.I.\xe2\x80\x99s Founder and Managing General Partner, stated, \xe2\x80\x9cA.R.I.
  • Mr. Easton then moved to Schroders in Tokyo as Senior Fund Manager, where he oversaw $35 billion of assets.
  • He founded his own alternative investment firm in 2001, raising $500 million and winning runner-up \xe2\x80\x9cBest New Fund\xe2\x80\x9d from AsiaHedge magazine.
  • Most recently, Mr. Sammons worked at Capital One, where he was responsible for expanding the bank\xe2\x80\x99s commercial footprint in tech-enabled treasury management.

Applied Real Intelligence (“A.R.I.”) Announces New White Paper for Institutional Investors

Retrieved on: 
Wednesday, February 24, 2021

The new white paper for institutional investors was co-authored by Zack Ellison , A.R.I.s Managing General Partner and Chief Investment Officer, and A.R.I.

Key Points: 
  • The new white paper for institutional investors was co-authored by Zack Ellison , A.R.I.s Managing General Partner and Chief Investment Officer, and A.R.I.
  • U.S. defined benefit pension plans are woefully underfunded and there are few viable near-term solutions other than improving investment performance.
  • white paper coincides with a two-part CAIA Info Series on Pensions, co-hosted with CAIA SoCal, where Mr. Ellison serves as a Board Member.
  • To view A.R.I.s previous white paper Venture Debt: 10 Things to Know click here .

CAIA Association Marks Successful Introduction of Online Proctoring to Its Exam Approach; Welcomes Largest New Class of Charterholders in Its History

Retrieved on: 
Wednesday, December 9, 2020

In addition to rolling out online proctoring, CAIA has also continued to build its network of brick and mortar testing centers around the world.

Key Points: 
  • In addition to rolling out online proctoring, CAIA has also continued to build its network of brick and mortar testing centers around the world.
  • Introducing online proctoring while continuing to add to our network of physical testing centers is all part of building a forward-looking, future-proofed organization.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .

A.R.I.’s Zack Ellison Honored to Serve on Advisory Board and Chair for the Largest Gathering of Buy-Side Fixed Income Leaders

Retrieved on: 
Thursday, December 3, 2020

is thrilled to announce that its Managing General Partner and Chief Investment Officer, Zack Ellison , CFA, CAIA, is serving on the Advisory Board and will act as Chair of day three of WBRs Fixed Income Leaders USA Summit 2020 (FILS).

Key Points: 
  • is thrilled to announce that its Managing General Partner and Chief Investment Officer, Zack Ellison , CFA, CAIA, is serving on the Advisory Board and will act as Chair of day three of WBRs Fixed Income Leaders USA Summit 2020 (FILS).
  • Over 500 buy-side and sell-side heads of fixed income from leading institutions will gather virtually from December 8-10 to learn from, and network with, luminaries from leading global investment managers.
  • Its a privilege to help enhance the Leadership Summit alongside my outstanding peers on the Advisory Board, said Zack Ellison.
  • As A.R.I.s Founder, Zack Ellison leads the firms investment activities, including sourcing, due diligence, structuring, execution, and portfolio management.

CAIA Association Welcomes Elizabeth Burton, CAIA and William Ma, CAIA to its Board of Directors

Retrieved on: 
Thursday, September 10, 2020

She has also held senior positions with William Street Advisory, LLC, Criterion Economics, LLC, and First Annapolis Consulting.

Key Points: 
  • She has also held senior positions with William Street Advisory, LLC, Criterion Economics, LLC, and First Annapolis Consulting.
  • I earned my CAIA Charter in 2007 as soon as I knew I wanted to spend my career in alternative investments.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .