Thornburg Investment Management, Inc.

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Retrieved on: 
Thursday, October 5, 2023
Thornburg Investment Management, Inc., TAMP, New York Life Investments, ADR, ESG, PALM, Financial services

WEST PALM BEACH, Fla., Oct. 5, 2023 /PRNewswire/ -- SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed income asset classes. The platform currently features 1,277 strategies from 300 asset management firms.

Key Points: 
  • WEST PALM BEACH, Fla., Oct. 5, 2023 /PRNewswire/ -- SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms joined the SMArtX TAMP manager marketplace.
  • Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed income asset classes.
  • "The SMArtX TAMP continues to be a centralized hub where advisors, asset managers, and technology converge to deliver a superior managed accounts solution," remarked Brad Haag, Executive Vice President, Asset Manager Solutions at SMArtX Advisory Solutions.
  • "SMArtX has expanded its marketplace every month for over 3 years – evidence of interest in the platform continuing to grow."

Thornburg Investment Management Announces Mark Zinkula as Chief Executive Officer

Retrieved on: 
Friday, September 29, 2023
Thornburg, Generation Investment Management, Growth, Thornburg Investment Management, Inc., FTSE, Legal & General, Management

SANTA FE, N.M., Sept. 29, 2023 /PRNewswire/ -- Thornburg Investment Management, Inc. ("Thornburg"), a global investment firm that oversees $42 billion in client assets1, today announced that its Board of Directors has appointed Mark Zinkula as its new President & Chief Executive Officer effective immediately, following an extensive global search process.

Key Points: 
  • SANTA FE, N.M., Sept. 29, 2023 /PRNewswire/ -- Thornburg Investment Management, Inc. ("Thornburg"), a global investment firm that oversees $42 billion in client assets1, today announced that its Board of Directors has appointed Mark Zinkula as its new President & Chief Executive Officer effective immediately, following an extensive global search process.
  • Mr. Zinkula was formerly the Chief Executive Officer of Legal & General Investment Management, a global investment manager with $1.4 trillion in assets under management.
  • Thornburg Chairman Garrett Thornburg said: "We are delighted to welcome Mark as our new President & Chief Executive Officer.
  • He has a deep understanding of investment management and an excellent record of driving organic business growth across client channels and asset classes.

Conestoga Capital Advisors LLC Promotes Ted Chang to Partner

Retrieved on: 
Thursday, September 21, 2023
Conestoga, Partnership, University, CFA, Business, MBA, Research, Social Security Government Pension Offset, Committee, USC Marshall School of Business, Investment, Marshall School, Thornburg Investment Management, Inc., University of Southern California academics, Biophysical environment, Entrepreneurship, ESG, Social, Cryptocurrency, Bank

WAYNE, Pa., Sept. 21, 2023 /PRNewswire/ -- Conestoga Capital Advisors, LLC has promoted Ted Chang to Partner.

Key Points: 
  • WAYNE, Pa., Sept. 21, 2023 /PRNewswire/ -- Conestoga Capital Advisors, LLC has promoted Ted Chang to Partner.
  • Prior to Conestoga, Ted was employed by Thornburg Investment Management and 300 North Capital.
  • The Mid Cap Growth strategy has been co-managed by Ted Chang and Derek Johnston since the beginning of 2021.
  • Our Mid Cap Growth strategy is a natural extension of Conestoga's Micro Cap Growth, Small Cap Growth and SMid Cap Growth offerings."

New Project Aims to Set a Precedent for the Next Generation of Development Along El Cajon Blvd

Retrieved on: 
Wednesday, August 23, 2023
Yoga, Real estate investing, Fashion Valley Mall, Maintenance, BBQ, Housing, Investment, Urban Land Institute, George Taylor Field, Quality of life, 30th Street, Ridesharing, Urban Land, El Cajon Boulevard, Pacific Ocean, Yatala Pie Shop, Boulevard, San Diegan (train), Walking, QR, Malik (name), Parkline, Idaho, Car, Restaurant, SAN, Thornburg Investment Management, Inc., Thornburg, Walk Score, Air conditioning, Coffee, Weather, San Diego International Airport, Principal, Transport, Howard Avenue, Relaxation, River Road-Mead Avenue Historic District, San Diego State University, Road, Commercial property, Hotel, Titan

SAN DIEGO and SANTA FE, N.M., Aug. 23, 2023 /PRNewswire/ -- Titan Development ("Titan"), Malick Infill Development ("Malick"), and Thornburg Real Estate Ventures ("Thornburg") are pleased to announce the completion of The Parkline, an approximately 80,000 square-foot, Class-A multifamily building in San Diego, California. A grand opening celebration is scheduled for Saturday, August 26, from 9:00 am to 6:00 pm at 4250 Oregon Street. Guests will be invited to tour the building and take advantage of move-in specials, which can include one month of free rent or an e-bike (certain terms and conditions apply). Construction on The Parkline began in January 2022 and was completed on schedule.

Key Points: 
  • The Parkline, which partially fronts El Cajon Blvd, historic Highway 80, is located in one of the most walkable neighborhoods in San Diego.
  • This project represents our commitment to creating projects that elevate the quality of life for both our residents and the neighborhood."
  • He is a long-time champion for El Cajon Boulevard and in 2014 organized a bus tour with the Urban Land Institute to spark reinvestment along the road.
  • The project also features three commercially addressed loft spaces that front El Cajon Blvd.

Frances D’Alessio and William Yeskel Join PanAgora Asset Management

Retrieved on: 
Wednesday, August 23, 2023
Asset Management, Professional Services, Finance, Thunderbird School of Global Management, Senior, CFA, In-product communication, Harvard University, Outsourced, BlackRock, Global distribution system, Consultant, PanAgora Asset Management, Bachelor of Arts, Science, Business administration, Drew University, Investment, Thornburg Investment Management, Inc., Distribution, William Paterson University, Management, Master of Business Administration, Bard College, Thunderbird, Art

PanAgora Asset Management ("PanAgora" or the "Firm"), one of the world's leading systematic quantitative investment firms, today announced that Frances D’Alessio and William Yeskel have joined the Firm.

Key Points: 
  • PanAgora Asset Management ("PanAgora" or the "Firm"), one of the world's leading systematic quantitative investment firms, today announced that Frances D’Alessio and William Yeskel have joined the Firm.
  • Ms. D’Alessio brings deep knowledge of clients and consultants in the institutional asset management business to PanAgora.
  • Mr. Yeskel joins as Senior Manager, Product Communications and Management and will be working with the Distribution and Investment teams on content to bring PanAgora investment products, solutions, and insights to market.
  • Before joining PanAgora, Mr. Yeskel was the Chief Operating Officer of Zentific Investment Management, an alternative investments firm focused on Asia Emerging Markets.

Thornburg Plans Leadership Transition

Retrieved on: 
Saturday, May 6, 2023
Growth, Thornburg Investment Management, Inc., Management

SANTA FE, N.M., May 5, 2023 /PRNewswire/ -- Thornburg Investment Management ("Thornburg"), a global investment firm that oversees $42 billion in assets1, today announced that Jason Brady intends to step down later this year from his role as president & CEO and portfolio manager, as well as from the Board of Directors of Thornburg, and depart the firm.

Key Points: 
  • SANTA FE, N.M., May 5, 2023 /PRNewswire/ -- Thornburg Investment Management ("Thornburg"), a global investment firm that oversees $42 billion in assets1, today announced that Jason Brady intends to step down later this year from his role as president & CEO and portfolio manager, as well as from the Board of Directors of Thornburg, and depart the firm.
  • Mr. Brady will continue in his role to allow for a smooth transition while Thornburg's Board of Directors undertakes a search for his successor.
  • "I thank Jason for delivering strong results across our business and notably assembling an experienced group of world-class leaders at the organization," said Chairman Garrett Thornburg.
  • "Our 41-year foundation leaves us well positioned to make the next phase of our growth the most exciting in our company's history."

Thornburg Wins Three 2023 Refinitiv Lipper Fund Awards

Retrieved on: 
Friday, March 24, 2023
International, USI, Reward, Lipper, LTI, BWI, Philosophy, Thornburg Investment Management, Inc., Thornburg, ESG, Security (finance)

SANTA FE, N.M., March 24, 2023 /PRNewswire/ -- Thornburg Investment Management ("Thornburg"), a global investment firm that oversees $41 billion in assets1, today announced that Thornburg Limited Term Income Fund, Class I (ticker: THIIX), Thornburg Better World International Fund, Class I (ticker: TBWIX), and Thornburg Ultra Short Income Fund, Class I (ticker: TLDIX),  were named Refinitiv Lipper Fund Awards United States 2023 winners.

Key Points: 
  • SANTA FE, N.M., March 24, 2023 /PRNewswire/ -- Thornburg Investment Management ("Thornburg"), a global investment firm that oversees $41 billion in assets1, today announced that Thornburg Limited Term Income Fund, Class I (ticker: THIIX), Thornburg Better World International Fund, Class I (ticker: TBWIX), and Thornburg Ultra Short Income Fund, Class I (ticker: TLDIX),  were named Refinitiv Lipper Fund Awards United States 2023 winners.
  • Thornburg Limited Term Income Fund (LTI) was named best Short-Intermediate Investment Grade Debt Fund over the ten-year period out of 32 funds.
  • Thornburg Better World International Fund (BWI) was named best International Large-Cap Growth Fund over the three-year period out of 72 funds.
  • Thornburg Ultra Short Income Fund (USI) was named best Ultra-Short Obligations Fund over the three-year period out of 49 funds.

Elate Raises $4.9M in Series A Funding, Strengthens Investment in its Industry-Leading Strategic Planning Platform

Retrieved on: 
Tuesday, March 14, 2023
Strategic planning, Organization, Thornburg Investment Management, Inc., Seismology, Hyde Park Angels, HPA, OKR, M25, Management, Phoenix (plant)

INDIANAPOLIS, March 14, 2023 /PRNewswire/ -- Elate, a cloud-based strategic planning software, today announced its oversubscribed Series A funding round of $4.9 million led by enterprise startup investor WestWave Capital. Co-founded by Chief Executive Officer Brooks Busch and Chief Operating Officer Abby Parker and loved by world-class Strategy and Operations Leaders at companies like Seismic, Buildertrend and Thornburg, Elate enables companies to connect long-term vision with tactical execution in a simple, intuitive way.

Key Points: 
  • "Elate is redefining the way companies go about strategic planning by simplifying the experience for employees and surfacing insights for strategy and operations leaders that show results in a measurable way," said Brooks Busch, Chief Executive Officer at Elate.
  • "With this investment and the team we have in place, I am more confident than ever Elate has the ability to become the most dynamic and comprehensive platform to drive the future of strategic planning forward."
  • Elate's strategic planning solution and all-in-one platform helps businesses define strategies and track execution across disparate teams.
  • "We view Elate's solution as a long-term investment for much-needed change in the strategic planning space," said Matt Tyner, Partner at Elevate Ventures.

First Phosphate Announces Listing on the Canadian Securities Exchange (CSE)

Retrieved on: 
Wednesday, February 22, 2023
Lithium, Marketing, Social media, Proactivity, Price action trading, CSE, Lutsch House, Mango, Lithium iron phosphate, Canadian Securities Exchange, Saguenay, MI3, Phosphate, AZ, Supercharger, Thornburg Investment Management, Inc., Communication, LFP, Rare-earth element

"Publicly traded shares of First Phosphate offer global investors a means of gaining exposure to pure-play, clean phosphate development focused on the Lithium Iron Phosphate (LFP) battery on-shore in North America," said Peter Kent, President of First Phosphate.

Key Points: 
  • "Publicly traded shares of First Phosphate offer global investors a means of gaining exposure to pure-play, clean phosphate development focused on the Lithium Iron Phosphate (LFP) battery on-shore in North America," said Peter Kent, President of First Phosphate.
  • "We are happy to have been able to deliver to shareholders the public listing of the Company's shares on schedule and as promised.
  • km of total land claims in igneous phosphate bearing anorthosite in the Saguenay-Lac-St-Jean Region of Quebec, Canada that it is actively developing to produce battery grade phosphate.
  • First Phosphate is fully focused on integrating its phosphate material directly into the supply chain of major battery and electric vehicle producers in North America.

Allego Celebrates Record-Breaking Year of Customer Growth and Industry Recognition

Retrieved on: 
Tuesday, February 14, 2023
Organization, Katalon Studio, Brooke Group Ltd. v. Brown & Williamson Tobacco Corp., JamesEdition, Jane Wilson-Howarth, Wireless, Growth, Nursing, Volunteering, Thornburg Investment Management, Inc., Sales, Tutoring, Child

WALTHAM, Mass., Feb. 14, 2023 /PRNewswire/ -- Allego, the leading sales enablement platform provider, today announced a record Q4 2022, celebrating new customers, industry recognition, and platform innovation. With a strong renewal, 75% expansion growth in Q4 2022 alone, and over 40% increase in users on the platform, Allego continues to see demand for its platform from leading organizations across industries and geographies, including users from 40 different countries in Europe.

Key Points: 
  • WALTHAM, Mass., Feb. 14, 2023 /PRNewswire/ -- Allego , the leading sales enablement platform provider, today announced a record Q4 2022, celebrating new customers, industry recognition, and platform innovation.
  • "Companies that choose a comprehensive sales enablement platform have an on-ramp for future growth with lower overhead.
  • "As a global nonprofit, Children's HeartLink is using Allego to actively engage nurses, doctors and healthcare providers worldwide.
  • In June, Allego launched the latest generation of its product – Allego 7 , introducing a complete sales enablement platform.