Highland Capital Management

PPM Builds Global Distribution Team

Retrieved on: 
Thursday, November 2, 2023

PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.

Key Points: 
  • PPM America, Inc. (PPM) announces the recent additions of Jeff Seaver as the new Head of Global Distribution and Laura Beckner as Head of Consultant Relations, a newly created role.
  • View the full release here: https://www.businesswire.com/news/home/20231102786100/en/
    PPM welcomes the addition of Jeff Seaver as the Head of Global Distribution.
  • His previous roles also include Managing Director positions at Highland Capital Management and Loomis Sayles, where he was responsible for building out and overseeing the EMEA distribution team.
  • “Based upon their past experience on successful teams, both Jeff and Laura know that PPM has all the pieces necessary to deliver consistent results alongside tremendous client service.”

Notice - HIGHLAND CAPITAL MANAGEMENT, L.P. and NEXPOINT HOSPITALITY TRUST, File No. 2023-25

Retrieved on: 
Friday, October 20, 2023

TORONTO, Oct. 20, 2023 /CNW/ - The Applicant, Highland Capital Management, L.P. filed a Notice of Withdrawal in the above named matter.

Key Points: 

TORONTO, Oct. 20, 2023 /CNW/ - The Applicant, Highland Capital Management, L.P. filed a Notice of Withdrawal in the above named matter.
A copy of the Notice of Withdrawal dated October 20, 2023 is available at capitalmarketstribunal.ca

Notice - HIGHLAND CAPITAL MANAGEMENT, L.P. and NEXPOINT HOSPITALITY TRUST, File No. 2023-25

Retrieved on: 
Tuesday, October 3, 2023

TORONTO, Oct. 3, 2023 /CNW/ - On October 3, 2023, the Tribunal issued a Notice of Hearing pursuant to Section 127 of the Securities Act, R.S.O.

Key Points: 
  • TORONTO, Oct. 3, 2023 /CNW/ - On October 3, 2023, the Tribunal issued a Notice of Hearing pursuant to Section 127 of the Securities Act, R.S.O.
  • 1990, c. S.5, to consider the Application filed by Highland Capital Management, L.P. dated October 2, 2023, requesting an order that postpones NexPoint Hospitality Trust's annual and special meeting of shareholders scheduled for October 12, 2023 and amends the related information circular, amongst other relief.
  • A preliminary attendance will be held on October 4, 2023 at 8:30 a.m.
    A copy of the Notice of Hearing dated October 3, 2023 and the Application dated October 2, 2023 are available at capitalmarketstribunal.ca

The True Life Companies Expands Capital Group with Two Highly Tenured Appointments

Retrieved on: 
Tuesday, August 8, 2023

SAN FRANCISCO, Aug. 8, 2023 /PRNewswire/ -- The True Life Companies (TTLC) , a real estate investment firm focused on repurposing underutilized property to create new attainable housing options in high-need U.S. markets, announced that it has added two senior professionals to its wholesale operation, The True Life Capital Group.

Key Points: 
  • SAN FRANCISCO, Aug. 8, 2023 /PRNewswire/ -- The True Life Companies (TTLC) , a real estate investment firm focused on repurposing underutilized property to create new attainable housing options in high-need U.S. markets, announced that it has added two senior professionals to its wholesale operation, The True Life Capital Group.
  • Scott Clark, CEO of The True Life Companies stated, "We are extremely pleased to add two well-respected professionals known for their consultative approaches to help the team inform broker-dealers and registered financial advisors on investment solutions."
  • Matt Peoples will serve as senior vice president of national accounts for The True Life Capital Group and will be responsible for continuing to secure relationships with independent broker-dealers, RIAs and wealth management firms and supporting the firm's internal and external teams.
  • Prior to joining The True Life Capital Group, he held managing director roles with Bluerock Capital Markets Preferred Capital Securities and Highland Capital Management.

Colbeck Capital Sponsors Children’s Tumor Foundation in 2023 TD Five Boro Bike Tour to Increase Awareness of and Fundraising for Foundation to End Neurofibromatosis

Retrieved on: 
Monday, May 1, 2023

Colbeck Capital Management (“Colbeck”) today announced its continued support of the Children’s Tumor Foundation (“CTF” or the “Foundation”) through its sponsorship of the NF Endurance Team in the upcoming TD Five Boro Bike Tour, presented by Bike New York.

Key Points: 
  • Colbeck Capital Management (“Colbeck”) today announced its continued support of the Children’s Tumor Foundation (“CTF” or the “Foundation”) through its sponsorship of the NF Endurance Team in the upcoming TD Five Boro Bike Tour, presented by Bike New York.
  • CTF is committed to events like TD Five Boro Bike Tour to promote awareness of and fundraising for its mission to end NF, a group of genetic conditions that causes tumors to form throughout the nervous system.
  • The tour also brings awareness to the need for safer biking accommodations throughout the city and promotes safe cycling practices for participants.
  • The 45th annual event requires preregistration to attend, and a portion of the registration cost is tax deductible as a charitable donation.

Middleburg Communities Hires Experienced Finance Professional Brooks Honeycutt as Principal and Vice President of Capital Markets

Retrieved on: 
Thursday, April 13, 2023

Middleburg Communities (“Middleburg”) today announced it has hired Brooks Honeycutt as Principal and Vice President of Capital Markets.

Key Points: 
  • Middleburg Communities (“Middleburg”) today announced it has hired Brooks Honeycutt as Principal and Vice President of Capital Markets.
  • At Middleburg, Honeycutt will be responsible for overseeing capital markets activities and client relationships for the organization’s discretionary offerings (as well as direct investments related to private capital).
  • “Brooks is a highly accomplished capital markets professional, and we are thrilled to have him join us at Middleburg,” said Geans.
  • Honeycutt also held senior-level capital markets positions at prominent financial institutions iCapital Network, Invesco and Highland Capital Management, LP.

RiverNorth Core Opportunity Fund Wins 2023 Lipper Fund Award

Retrieved on: 
Friday, March 24, 2023

RiverNorth Capital Management, LLC (“RiverNorth”), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund (NASDAQ: RNCOX) (the “Fund”), won the 2023 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2022.

Key Points: 
  • RiverNorth Capital Management, LLC (“RiverNorth”), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund (NASDAQ: RNCOX) (the “Fund”), won the 2023 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2022.
  • This marks the sixth time the Fund has earned the award^.
  • The Refinitiv Lipper Fund Awards honor funds that have excelled in providing consistently strong risk-adjusted performance relative to similar funds, based on Lipper's quantitative, proprietary methodology.
  • “We are honored that the RiverNorth Core Opportunity Fund has again been chosen to receive the Refinitiv Lipper Fund Award for its strong 10-year performance record,” said Patrick Galley, Chief Executive Officer and Chief Investment Officer at RiverNorth.

Donaldson Capital Management Cornerstone® Fund Receives Five-Star Overall Morningstar Rating™

Retrieved on: 
Friday, February 3, 2023

Donaldson Capital Management (DCM ), an independently owned investment advisory and financial planning firm with more than $2.3B in assets under management, has received a five-star Overall Morningstar Rating™ for their Rising Dividend® Cornerstone® fund.

Key Points: 
  • Donaldson Capital Management (DCM ), an independently owned investment advisory and financial planning firm with more than $2.3B in assets under management, has received a five-star Overall Morningstar Rating™ for their Rising Dividend® Cornerstone® fund.
  • View the full release here: https://www.businesswire.com/news/home/20230203005311/en/
    Donaldson Capital Management Cornerstone® Fund Receives Five-Star Overall Morningstar Rating™ (Graphic: Morningstar, Inc.)
    The Rising Dividend Cornerstone fund received a five-star Overall Morningstar Rating™ out of 466 funds in the Large Value Morningstar Category as of December 31, 2022.
  • "We are honored to continue to earn Morningstar’s highest overall rating from the first date we were eligible to do so,” says Kyle Markle, CFP®, Chief Investment Officer.
  • This rating highlights the dedication to service shown by each team member at DCM, including the past and present members of our Investment Policy Committee.”

Carter Funds Expands National Accounts Team with Addition of Carla Martin, Senior Vice President, National Accounts

Retrieved on: 
Monday, December 19, 2022

TAMPA, Fla., Dec. 19, 2022 /PRNewswire/ -- Carter Funds, a full-service real estate acquisition and investment management firm, today announced the expansion of its National Accounts team with the appointment of Carla Martin to senior vice president. Along with senior vice president, Bill Shea, Martin will focus on the continued growth of the firm's broker-dealer relationships.  

Key Points: 
  • TAMPA, Fla., Dec. 19, 2022 /PRNewswire/ -- Carter Funds , a full-service real estate acquisition and investment management firm, today announced the expansion of its National Accounts team with the appointment of Carla Martin to senior vice president.
  • Along with senior vice president, Bill Shea, Martin will focus on the continued growth of the firm's broker-dealer relationships.
  • Martin brings a vast background of financial experience in national accounts and broker-dealer relationships to the company.
  • Carey, senior vice president of national accounts for Cole Real Estate Investments, and director of broker-dealer relations for Wells Real Estate Funds.

etf.com Announces the Return of Its Awards in 2023

Retrieved on: 
Thursday, December 15, 2022

After a brief hiatus, etf.com announces the continuation of the etf.com Awards 2023.

Key Points: 
  • After a brief hiatus, etf.com announces the continuation of the etf.com Awards 2023.
  • The etf.com Awards will return in April 2023, just in time to mark the 30th year of the first U.S.-listed exchange-traded fund.
  • The Awards will honor the most influential, innovative and impactful players in the ETF ecosystem.
  • The etf.com Awards will be held in person in New York City in April 2023.