CFA

Essential Properties Realty Trust, Inc. Announces Executive Promotions

Retrieved on: 
Monday, February 26, 2024
REIT, Finance, Professional Services, Commercial Building & Real Estate, Construction & Property, Sentinel, EVP, SVP, Asset management, Army, CFA, AJ, Head, Credit, Operation

Today, Essential Properties Realty Trust, Inc. (NYSE: EPRT) (the “Company” or “EPRT”) announced the promotion of two executives.

Key Points: 
  • Today, Essential Properties Realty Trust, Inc. (NYSE: EPRT) (the “Company” or “EPRT”) announced the promotion of two executives.
  • Pete Mavoides, the Company’s President and Chief Executive Officer, said, “These promotions highlight the impressive performance of two of our senior leaders and serve as recognition for their contributions over their many years with the Company.
  • Prior to joining EPRT, Mr. Peil served as the SVP and Head of Credit for Spirit Realty Capital, a publicly-traded net lease REIT.
  • Mr. Peil also worked within the investment division of Spirit Realty, sourcing and underwriting transactions in excess of $2 billion.

Graham Holdings Company Reports 2023 and Fourth Quarter Earnings

Retrieved on: 
Friday, February 23, 2024
Other Professional Services, Professional Services, Finance, Acquisition, Toyota, Architecture, Television, Real estate, CSI, Holding company, Education, Investment, Class, Dekko, Health, Growth, Graham Holdings, CFA, MCAT, Saatchi Art, GHG, Health care, BSD licenses, Engineering, SIP, CFP, Kaplan International Languages, CDJR, Jeep, Leaf Group, Purdue University Global, Security (finance), WGB, Pathway, Video game

Graham Holdings Company (NYSE: GHC) today reported its financial results for the fourth quarter and full year of 2023.

Key Points: 
  • Graham Holdings Company (NYSE: GHC) today reported its financial results for the fourth quarter and full year of 2023.
  • The Company reported adjusted operating cash flow (non-GAAP) for the fourth quarter of 2023 of $83.0 million, compared to $119.2 million in 2022.
  • Kaplan reported operating income for the fourth quarter of 2023 of $21.5 million, compared to $25.2 million in the fourth quarter of 2022.
  • Adjusted operating cash flow (non-GAAP) at GHG increased to $12.7 million in the fourth quarter of 2023, from $10.5 million in the fourth quarter of 2022.

Star Mountain Capital Bolsters its Secondaries and Client Services Team Adding Warren DeKinder as a Managing Director Based in Dallas

Retrieved on: 
Thursday, February 22, 2024
Asset Management, Professional Services, Finance, Janus, Philosophy, Senior, ING Group, Research, Janus Henderson, University of Oklahoma, Star, AUM, NN Group, CFA Institute, CFA, Consultant, Starr Mountain, University, FINRA, Intech, RIAS, Financial adviser

Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide.

Key Points: 
  • Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide.
  • View the full release here: https://www.businesswire.com/news/home/20240222525972/en/
    Star Mountain Capital Managing Director, Warren DeKinder, CFA (Photo: Business Wire)
    Warren DeKinder has 30+ years of leadership experience advising and recommending strategic investment solutions to some of the world’s largest and most sophisticated institutions and private clients.
  • “We are excited for Warren to join other Dallas based senior team members Managing Director Chris Goodwin and Senior Advisors Rob Kaplan and Tom Tull .
  • Mr. DeKinder is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute, as well as the Dallas Society of Financial Analysts.

M&K Legacy Wealth Brings $1 Billion in Client Assets to Sanctuary Wealth

Retrieved on: 
Friday, March 8, 2024
Freedom, Sanctuary, Stifel, Culture, CRPC, Retirement, CFA, APMA, Partner, Financial adviser

INDIANAPOLIS, March 8, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes M&K Legacy Wealth (M&K) the latest breakaway to launch their own firm with Sanctuary's Partnered Independence platform. With $1 billion in total client assets, Indianapolis-based M&K was formerly known as Tanner Wealth Management Group and employed by Stifel.

Key Points: 
  • INDIANAPOLIS, March 8, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes M&K Legacy Wealth (M&K) the latest breakaway to launch their own firm with Sanctuary's Partnered Independence platform.
  • With $1 billion in total client assets, Indianapolis-based M&K was formerly known as Tanner Wealth Management Group and employed by Stifel.
  • Vince Fertitta, President, Sanctuary Wealth said, "Being introduced to great teams like M&K by our existing Partner Firms is the best compliment Sanctuary can receive.
  • Adam Malamed, CEO, Sanctuary Wealth, concluded, "J.,Chad and their entire team are the perfect fit for our business model and culture, and we are thrilled to welcome them to the Sanctuary Wealth family.

Hedgeye Hires Industry Veteran Fernando Valle to Lead Its Energy Research Platform

Retrieved on: 
Thursday, March 7, 2024
Marketing, College, Bloomberg, Research fellow, Risk management, CFA, Energy, Citigroup, Transport, Research, Hydrocarbon, Cryptocurrency

STAMFORD, Conn., March 7, 2024 /PRNewswire/ -- Hedgeye Risk Management, a premier independent financial research and media company, announced today the appointment of Fernando Valle, CFA, as Energy research Sector Head.

Key Points: 
  • STAMFORD, Conn., March 7, 2024 /PRNewswire/ -- Hedgeye Risk Management, a premier independent financial research and media company, announced today the appointment of Fernando Valle, CFA, as Energy research Sector Head.
  • Valle brings with him 17 years of energy research, global capital markets, and structured finance expertise.
  • "I am deeply honored to join Hedgeye and excited to contribute to the firm's legacy of excellence in financial analysis and research," Valle said.
  • For further information about Hedgeye Risk Management and its research offerings, please visit Hedgeye .

Joe Hoffman, CEO of Mesirow Currency Management, Appointed Chair of FXPA

Retrieved on: 
Thursday, March 7, 2024
Sound, Education, Risk, Human, Research, CFA, Environment, FX, Policy

CHICAGO, March 7, 2024 /PRNewswire/ -- Mesirow, an independent employee-owned financial services firm, is pleased to announce that Joe Hoffman , CFA, CEO of Mesirow Currency Management has been elected Chair of the FXPA as the organization marks its 10th anniversary.

Key Points: 
  • CHICAGO, March 7, 2024 /PRNewswire/ -- Mesirow, an independent employee-owned financial services firm, is pleased to announce that Joe Hoffman , CFA, CEO of Mesirow Currency Management has been elected Chair of the FXPA as the organization marks its 10th anniversary.
  • With more than 25 years of experience in the foreign exchange industry, Joe brings a wealth of expertise and deep-rooted relationships to this new industry role.
  • "The opportunity to serve as Chair of the FXPA is truly an honor, and I am committed to upholding the exceptional work of this highly-regarded group," affirms Joe Hoffman , CEO of Mesirow Currency Management.
  • Since 2014, the FXPA has established itself as a respected industry thought leader and resource for the industry, media and global policymakers.

BetterInvesting™ Magazine Update on Motorola Solutions Inc. and Darling Ingredients Inc.

Retrieved on: 
Wednesday, March 6, 2024
DAR, Motorola Solutions, National Association, Committee, MSI, Undervalued stock, CFA, Security (finance)

"Our magazine and website remind investors to use the Stock Selection Guide to evaluate fundamentals and determine if individual equities are selling at a reasonable price."

Key Points: 
  • "Our magazine and website remind investors to use the Stock Selection Guide to evaluate fundamentals and determine if individual equities are selling at a reasonable price."
  • Check the May 2024 issue of BetterInvesting Magazine for more details about the latest stocks.
  • Non-members can utilize the limited, trial version of the BetterInvesting online stock selection and analysis tools to study the investment potential of Motorola Solutions Inc. and Darling Ingredients Inc. by viewing their fundamental data and applying judgments.
  • As stated, the BetterInvesting committee's Stock to Study and Undervalued Stock choices are for the informational and educational uses of investors.

Manulife Investment Management Announces Close of $752 Million Manulife Capital Partners VII, L.P.

Retrieved on: 
Tuesday, March 5, 2024
Builders hardware, Investment, Growth, Defense, CFA, MCP, Industrial, Fund, Corporate services

BOSTON, March 5, 2024 /PRNewswire/ - Manulife Investment Management announced today the final close of Manulife Capital Partners VII, L.P. (MCP VII or the "Fund"), a US$752 million private credit fund.

Key Points: 
  • BOSTON, March 5, 2024 /PRNewswire/ - Manulife Investment Management announced today the final close of Manulife Capital Partners VII, L.P. (MCP VII or the "Fund"), a US$752 million private credit fund.
  • The Fund seeks to invest junior credit capital in U.S. middle market companies to target high yield with equity upside, providing contractual cash coupons and capital appreciation for investors.
  • MCP VII is backed by a global investor base of institutional and private capital investors including a capital commitment from Manulife.
  • Since 1998 Manulife Investment Management has selectively made junior credit investments in market leading North American middle market companies by leveraging its private equity sponsor relationships for high-quality deal flow.

ETF Portfolio Partners Appoints Nicholas M. Romey, CFA as Chief Investment Officer

Retrieved on: 
Tuesday, March 5, 2024
ETF, CIO, Romey, CFA, Research, Policy

LEAWOOD, Kan., March 5, 2024 /PRNewswire-PRWeb/ -- As CIO, Mr. Romey will lead the investment team with responsibility for the oversight of all investment-related functions including investment policy, portfolio management, ETF selection, and capital markets research. Commenting on his appointment, Nick said, "I'm excited about the opportunity to lead the portfolio management team and build on the foundation of our asset allocation-based approach." Mr. Romey joined ETF Portfolio Partners in 2017 and has been an important part of the portfolio management team.

Key Points: 
  • ETF Portfolio Partners, Inc., one of the nation's first investment advisers to focus exclusively on offering managed portfolios comprised entirely of exchange-traded funds (ETFs), announced the appointment of Nicholas M. Romey, CFA, as Chief Investment Officer (CIO).
  • LEAWOOD, Kan., March 5, 2024 /PRNewswire-PRWeb/ -- As CIO, Mr. Romey will lead the investment team with responsibility for the oversight of all investment-related functions including investment policy, portfolio management, ETF selection, and capital markets research.
  • Mr. Romey joined ETF Portfolio Partners in 2017 and has been an important part of the portfolio management team.
  • "We're excited to have Nick take over responsibilities of CIO and lead the investment team.

CFP Board Unveils New Scholarship for Women Seeking CFP® Certification

Retrieved on: 
Tuesday, March 5, 2024
Interface (computing), CAE, Woman, CFA, Work, Partnership, Nursing

WASHINGTON, March 5, 2024 /PRNewswire/ -- CFP Board today announced the launch of the Peggy Ruhlin Wealth Is Women's Work CFP® Exam Scholarship .

Key Points: 
  • WASHINGTON, March 5, 2024 /PRNewswire/ -- CFP Board today announced the launch of the Peggy Ruhlin Wealth Is Women's Work CFP® Exam Scholarship .
  • This scholarship, created by Peggy Ruhlin, CFA (retired), CFP®, aims to empower women pursuing CFP® certification.
  • Now, in partnership with CFP Board, she aims to support other women on the path to CFP® certification.
  • "It's an honor to partner with CFP Board in establishing this scholarship to empower women on their journey to CFP® certification, ensuring that more women have the opportunity to shape the future of financial planning."