Lord Abbett

KBRA Releases CREFC January Conference 2024 – Day 2 Recap

Retrieved on: 
Wednesday, January 10, 2024

KBRA releases its Day 2 recap of the CRE Finance Council (CREFC) January Conference 2024.

Key Points: 
  • KBRA releases its Day 2 recap of the CRE Finance Council (CREFC) January Conference 2024.
  • Day 2 of the conference opened with the Servicers and Special Situations Forum, with discussion of topics such as valuation uncertainty, special servicing advances, and reviews of distressed assets.
  • This was followed by additional panels that included three more forums: alternative lenders and high-yield investors, B-piece buyers, and investment-grade bondholders.
  • The day’s luncheon included welcoming remarks from Lisa Pendergast, Executive Director of CREFC, who gave a brief history of CREFC in honor of the organization’s 30th anniversary.

Palisade Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm

Retrieved on: 
Tuesday, January 9, 2024

Dawn Brock joined Palisade in 2013 as a Senior Research Analyst with a focus on the Health Care sector, and she was named a Partner in the firm in 2023.

Key Points: 
  • Dawn Brock joined Palisade in 2013 as a Senior Research Analyst with a focus on the Health Care sector, and she was named a Partner in the firm in 2023.
  • Prior to joining Palisade, Ms. Brock was at Lord Abbett & Co., LLC where she was an Investment Analyst covering Health Care.
  • Dan Veru, Palisade Senior Partner and Chief Investment Officer commented, "These well-earned promotions are a natural progression for both Dawn and Garo.
  • These promotions signify our confidence in both Dawn and Garo and our commitment to the continued growth of our firm."

PPM America Hires Lord Abbett Director To Global Distribution Team

Retrieved on: 
Wednesday, November 29, 2023

PPM America, Inc. (PPM) today announced the continued expansion of its Global Distribution team with the addition of Greg Balewicz as a Senior Managing Director.

Key Points: 
  • PPM America, Inc. (PPM) today announced the continued expansion of its Global Distribution team with the addition of Greg Balewicz as a Senior Managing Director.
  • Prior to Lord Abbett, Balewicz spent 17 years at State Street Global Advisors in various roles, primarily focused on institutional sales.
  • View the full release here: https://www.businesswire.com/news/home/20231129126794/en/
    PPM America continues the expansion of its Global Distribution team with the addition of Greg Balewicz as a Senior Managing Director.
  • “Greg is an excellent addition not only to the Global Distribution team but also PPM as a whole,” Seaver said.

Invictus Capital Partners Announces Chris Ade as Head of Business Development and Investor Relations/Senior Managing Director

Retrieved on: 
Wednesday, September 20, 2023

Invictus Capital Partners , LP, a Washington, D.C.-based alternative investment management firm, today announced that Chris Ade has been appointed Senior Managing Director, Head of Business Development and Investor Relations.

Key Points: 
  • Invictus Capital Partners , LP, a Washington, D.C.-based alternative investment management firm, today announced that Chris Ade has been appointed Senior Managing Director, Head of Business Development and Investor Relations.
  • “Chris will play an instrumental role in taking our firm to the next level of growth.
  • His vast experience, impressive background, and well-developed network will help propel our company forward and position it for a strong future, fostering even stronger business relationships,” said Michael Warden, CEO of Invictus Capital Partners.
  • Ade will be responsible for communicating Invictus’ vision and values with its investors and the financial community.

Coho Partners Expands Its Investment Team

Retrieved on: 
Monday, May 8, 2023

Coho Partners, Ltd. is pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team.

Key Points: 
  • Coho Partners, Ltd. is pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team.
  • We are delighted to welcome him to our team,” said Coho Co-Chief Investment Officer, Chris Leonard.
  • Mr. Carpenter will report to Mr. Leonard and Peter Thompson, Co-Chief Investment Officer.
  • Mr. Thompson added, “Evan’s background and experience will contribute significantly to both our research efforts and our ability to continue to service our clients at a high level.”
    As the newest member of Coho’s Investment Team, Mr. Carpenter is focused on investment research and portfolio management.

Heightened Competition and Consumer Expectations Driving Changes in Banking, Finance and Insurance

Retrieved on: 
Tuesday, November 8, 2022

New approaches are dramatically changing the way banking and financial services firms engage and service customers, offer new products and services and enable new marketplaces.

Key Points: 
  • New approaches are dramatically changing the way banking and financial services firms engage and service customers, offer new products and services and enable new marketplaces.
  • Gress also will share how his company leverages data and analytics for improved customer experience and engagement against legacy competitors.
  • The ISG TechXchange: Banking, Financial Services and Insurance event is sponsored by Cognizant, Datamatics, WNS, [24]7.ai, Hitachi Vantara, LTI, Quinnox, Allganize, Quantiphi, Softtek, UiPath, and Uniphore.
  • ISG (Information Services Group) (Nasdaq: III ) is a leading global technology research and advisory firm.

Charles River and DirectBooks Announce Collaboration to Streamline Primary Issuance in Charles River IMS

Retrieved on: 
Tuesday, November 1, 2022

Recently, Lord Abbett & Company, a mutual client of Charles River and DirectBooks, adopted the combined offering to manage primary issuance across their institutional and private client portfolios.

Key Points: 
  • Recently, Lord Abbett & Company, a mutual client of Charles River and DirectBooks, adopted the combined offering to manage primary issuance across their institutional and private client portfolios.
  • The combination of Charles Rivers IMS capabilities and DirectBooks comprehensive structured data will allow us to best serve our clients by making the most prudent and efficient investment decisions.
  • Our choice to connect with Charles River is an obvious one given their presence in the market, said Rich Kerschner, Chief Executive Officer of DirectBooks.
  • The breadth of underwriters and buy-side firms on the DirectBooks platform underscores the value they provide in transforming the traditionally cumbersome primary issuance process.

SVPGlobal Adds Senior Team Members to Strengthen Investor Relations Efforts

Retrieved on: 
Wednesday, September 21, 2022

GREENWICH, Conn., Sept. 21, 2022 /PRNewswire/ -- Strategic Value Partners, LLC (together with its affiliates, "SVPGlobal"), a global investment firm focused on private credit opportunities with approximately $17 billion of assets under management, today announced several senior appointments to its North American Investor Relations team, including Greg Lawton as Co-Head of Investor Relations, Seth Healy as Managing Director and Liz Bruce as Head of Communications and Brand. SVPGlobal also named Tom Tull as a Senior Advisor. Mr. Lawton, Mr. Healy and Ms. Bruce will serve on SVPGlobal's Management Council. In addition, the firm announced plans to open a new office in Los Angeles to better serve clients and source investment opportunities on the West Coast.

Key Points: 
  • Greg Lawton will lead the Investor Relations team in the U.S. and focus on deepening the firm's engagement with investors across North America.
  • He joins SVPGlobal from Crescent Capital Group, where he was the Co-Head of Investor Relations, leading capital development and fundraising activities as well as managing strategic relationships with institutional investors.
  • As a Senior Advisor, Mr. Tull will work closely with SVPGlobal's Investor Relations team on increasing the firm's connectivity and brand with U.S. based institutional investors and consultants.
  • Their experience and relationships reflect our commitment to maintaining a best-in-class Investor Relations function to serve our clients and develop new relationships globally," said Victor Khosla, Founder and CIO of SVPGlobal.

Thomas J. Neff, Executive Search Pioneer, Joins H2 Clipper’s Advisory Board

Retrieved on: 
Wednesday, June 22, 2022

Neff is chairman of Spencer Stuart US, one of the foremost global executive search and consulting firms, and founded its CEO and Board of Directors Practice.

Key Points: 
  • Neff is chairman of Spencer Stuart US, one of the foremost global executive search and consulting firms, and founded its CEO and Board of Directors Practice.
  • As a member of H2 Clippers advisory board, Tom will focus on building the world-class board and leadership team necessary for the company to fulfill its long-term goals and ambitions.
  • Prior to joining Spencer Stuart, Neff was a principal with Booz Allen & Hamilton in executive search.
  • H2 Clipper recently completed the research and concept design phases on its disruptive modern airships using the Dassault Systmes 3DEXPERIENCE platform.

David Linsen Joins Abner Herrman & Brock Asset Management as Senior Portfolio Manager and Head of Development

Retrieved on: 
Monday, March 28, 2022

David commented, "I am pleased to join AHB.

Key Points: 
  • David commented, "I am pleased to join AHB.
  • I am joining a strong team with a 40-year history of delivering custom investment management solutions with outstanding service to advisors and clients.
  • AHB is anInvestment Management Firm in Jersey City, New Jersey.
  • The AHB Team-based investment decision-making process brings more than 100 years of investing experience to the management of each client portfolio.