Burgess

Global Yacht Market Outlook 2024-2029: Emerging Players from Asia-Pacific Making Waves as Europe Holds the Dominant Spot - ResearchAndMarkets.com

Retrieved on: 
Monday, March 11, 2024

The yacht market is marked by intense competition among global and regional players, each vying for a share in the lucrative luxury boating industry.

Key Points: 
  • The yacht market is marked by intense competition among global and regional players, each vying for a share in the lucrative luxury boating industry.
  • Europe holds the most prominent share of the global yacht market, accounting for over 35% in 2023.
  • With its vast maritime history, Europe boasts a captivating market defined by its coastlines and inclination for extravagant living standards.
  • Additionally, emerging players in the yacht industry from the Asia-Pacific region are making notable strides, adding a new dimension to the market's competitive dynamics.

Research espionage is a real threat – but a drastic crackdown could stifle vital international collaboration

Retrieved on: 
Thursday, February 15, 2024

The Australian Security Intelligence Organisation (ASIO) has publicly tabled an “awareness” of various attempts to compromise the sector.

Key Points: 
  • The Australian Security Intelligence Organisation (ASIO) has publicly tabled an “awareness” of various attempts to compromise the sector.
  • On the contrary, Australia’s flexible and proportionate response to the threat of foreign interference manages the risks without hampering the international collaboration that is essential to research in the 21st century.

Laggards or leaders?

  • In a submission to a parliamentary inquiry in late 2020, ASIO contended that the research sector does not face a unique level of risk.
  • Australia is generally ahead of the curve when it comes to identifying and managing this risk.

A changing landscape

  • He said they had asked directly whether there was “any hard evidence” that foreign interference in universities was happening.
  • The landscape has changed sharply since then.

A collaborative taskforce

  • In 2019, the Universities Foreign Interference Taskforce was set up as a collaboration between government agencies and research institutions.
  • The taskforce has crafted best-practice guidelines for managing the risks.
  • Two months later, in another Estimates hearing, he commended universities for having been “very cooperative and collaborative working with government”.

A proportionate response

  • The report “confirmed an understanding of the threats posed by foreign interference, and progress in implementing advice in the Guidelines”.
  • The core principle behind the guidelines was to take “a sensible approach that is proportionate to risk”.

Essential collaborations

  • What’s more, it may well have stunted Australia’s capacity for innovation in the process.
  • They should not get in the way of the international collaboration that is essential for research institutions to perform their role.
  • In many sectors where Australia has grand ambitions, such as the extraction and processing of critical minerals, China is the technology leader.


James Laurenceson does not work for, consult, own shares in or receive funding from any company or organisation that would benefit from this article, and has disclosed no relevant affiliations beyond their academic appointment.

LPL Financial Welcomes CoastPoint Financial, LLC

Retrieved on: 
Thursday, February 15, 2024

SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financial, LLC.

Key Points: 
  • SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financial, LLC.
  • The firm reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
  • With increased freedom and flexibility, financial advisors who choose LPL gain more ability to work smarter and on their own terms.
  • We look forward to supporting CoastPoint Financial for years to come.”

Russell Reynolds Associates Welcomes Gemma Burgess as Managing Director

Retrieved on: 
Wednesday, January 31, 2024

CHICAGO, Jan. 31, 2024 /PRNewswire/ -- Global leadership advisory firm Russell Reynolds Associates (RRA) announced today the appointment of Gemma Burgess as a managing director to join Deb Barbanel as co-lead of the global real estate practice. Gemma will be jointly based in RRA's New York and Chicago offices.

Key Points: 
  • CHICAGO, Jan. 31, 2024 /PRNewswire/ -- Global leadership advisory firm Russell Reynolds Associates (RRA) announced today the appointment of Gemma Burgess as a managing director to join Deb Barbanel as co-lead of the global real estate practice.
  • "We welcome Gemma and the experience she brings to the Russell Reynolds team," said Constantine Alexandrakis, CEO, Russell Reynolds Associates.
  • "Having Gemma as part of Russell Reynolds' leadership team brings innovative thinking and well-developed insights to our teammates and clients in the real estate sector and beyond.
  • "I am ready to hit the ground running to help clients navigate the dynamic, challenging real estate environment," said Gemma Burgess.

Wilson & Company Announces New Board Chair and Directors

Retrieved on: 
Thursday, January 25, 2024

Wilson & Company, Inc., Engineers & Architects is excited to announce Justin Klaudt has been selected by the Board of Directors to serve as the next Board Chair.

Key Points: 
  • Wilson & Company, Inc., Engineers & Architects is excited to announce Justin Klaudt has been selected by the Board of Directors to serve as the next Board Chair.
  • Justin Klaudt is a senior vice president of public infrastructure and has more than 25 years of experience with Wilson & Company.
  • Their diverse expertise and strategic vision will enrich our leadership team," said Jim Brady, President and CEO of Wilson & Company.
  • Meet Wilson & Company’s Board of Directors and learn more about the leadership team.

One Call Appoints Jessie Burgess to Board of Directors

Retrieved on: 
Wednesday, January 10, 2024

JACKSONVILLE, Fla., Jan. 10, 2024 /PRNewswire/ -- One Call, a care coordination leader within the workers' compensation industry, today announced that Jessie Burgess has been appointed to the company's board of directors.

Key Points: 
  • JACKSONVILLE, Fla., Jan. 10, 2024 /PRNewswire/ -- One Call, a care coordination leader within the workers' compensation industry, today announced that Jessie Burgess has been appointed to the company's board of directors.
  • His rich experience in information technology will be a major benefit to our company and the clients we serve.
  • Burgess began his executive career after serving in the U.S. Air Force for five years as a communications and computer systems officer.
  • "One Call has such a strong history and presence in the workers' compensation industry, and yet, I see so much untapped, future potential," said Burgess.

Forms Logic Announces Integration with RIA Compliance Technology to Revolutionize Regulatory Compliance for Registered Investment Advisors

Retrieved on: 
Monday, October 23, 2023

Forms Logic , a cloud-based system for companies looking to integrate single data entry across multiple forms, is excited to announce a powerful new integration with RIA Compliance Technology, the groundbreaking software platform helping Registered Investment Advisors (RIAs) more effectively manage and automate regulatory compliance needs.

Key Points: 
  • Forms Logic , a cloud-based system for companies looking to integrate single data entry across multiple forms, is excited to announce a powerful new integration with RIA Compliance Technology, the groundbreaking software platform helping Registered Investment Advisors (RIAs) more effectively manage and automate regulatory compliance needs.
  • In an environment characterized by ever-evolving regulatory requirements, the demand for efficient compliance solutions has never been greater.
  • Together, we aim to revolutionize how advisors approach regulatory compliance."
  • To take advantage of this powerful collaboration, users will need to be licensed with both Forms Logic and RIA Compliance Technology.

Forms Logic Taps Customer Experience Champion Joel Friedman as Chief Operating Officer

Retrieved on: 
Wednesday, October 18, 2023

Forms Logic , a cloud-based system for companies looking to integrate single data entry across multiple forms, announced today that Joel Friedman has been named to the executive team as Chief Operating Officer (COO).

Key Points: 
  • Forms Logic , a cloud-based system for companies looking to integrate single data entry across multiple forms, announced today that Joel Friedman has been named to the executive team as Chief Operating Officer (COO).
  • At Forms Logic, Friedman will leverage his unique blend of deep customer experience insights and fintech software acumen to advance the firm’s operational infrastructure, including guiding the ongoing evolution of the Forms Logic product offering, overseeing day-to-day operations, and continuing to build a team of innovative professionals.
  • “We’re extremely fortunate at Forms Logic to have a client experience and wealth tech legend like Joel [Friedman] joining the team,” said Rick Burgess, CEO and Founder of Forms Logic.
  • Forms Logic harnesses flexible technology to make changes swiftly, ensuring that every client benefits from our innovations promptly.

Grant Thornton survey: M&A professionals predict deal volume increase

Retrieved on: 
Thursday, August 31, 2023

However, M&A professionals are optimistic that deal volume is set to rise thanks to modest improvements in economic conditions.

Key Points: 
  • However, M&A professionals are optimistic that deal volume is set to rise thanks to modest improvements in economic conditions.
  • In fact, the survey showed that 99% of respondents expect deal volume to increase over the next six months, with 11% forecasting a significant increase.
  • Eric Burgess , Transaction Advisory Services partner for Grant Thornton, said people are getting more comfortable with buying in the current climate.
  • “Valuations are down, and corporations are sitting on a lot of cash,” said Elliot Findlay , Transaction Advisory Services national managing principal at Grant Thornton.

Fine Wine Importer Demeine Estates Announces President Philana Bouvier as Wine Enthusiast Future 40 Tastemakers & Innovators of 2023

Retrieved on: 
Wednesday, August 23, 2023

NAPA VALLEY, Calif., Aug. 23, 2023 /PRNewswire/ -- Napa Valley-based Fine Wine Importer Demeine Estates is thrilled to announce that President Philana Bouvier has been named to the Wine Enthusiast's 2023 Future 40 Tastemakers list.

Key Points: 
  • NAPA VALLEY, Calif., Aug. 23, 2023 /PRNewswire/ -- Napa Valley-based Fine Wine Importer Demeine Estates is thrilled to announce that President Philana Bouvier has been named to the Wine Enthusiast's 2023 Future 40 Tastemakers list.
  • Wine Enthusiast's Future 40 award recognizes tastemakers who inspire innovation and are bringing the drinks business into the future.
  • Wine Enthusiast's Future 40 honorees span across many categories in the beverage industry, with one unifying common theme of advocacy – a focus for Bouvier throughout her career.
  • Demeine Estates opened six new international markets for Heitz Cellar, Ink Grade and Burgess including Asia, where Bouvier reports there is great interest.