Oklahoma Teachers' Retirement System

SWK Holdings Names Jody Staggs Chief Executive Officer and Appoints Laurie Dotter as Chair of the Board

Retrieved on: 
Tuesday, January 3, 2023
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DALLAS, Jan. 3, 2023 /PRNewswire/ -- SWK Holdings Corporation (Nasdaq: SWKH) ("SWK" or the "Company"), a life science focused specialty finance company catering to small- and mid-sized commercial-stage companies, today announced that Jody Staggs has been named the company's Chief Executive Officer.  In September 2022, Mr. Staggs was promoted to the position of President and interim Chief Executive Officer.  Effective January 1, 2023, Mr. Staggs holds the titles of President and Chief Executive Officer of SWK Holdings.

Key Points: 
  • In September 2022, Mr. Staggs was promoted to the position of President and interim Chief Executive Officer.
  • Effective January 1, 2023, Mr. Staggs holds the titles of President and Chief Executive Officer of SWK Holdings.
  • Additionally, SWK has appointed Laurie Dotter as Chair of the Board of Directors.
  • "Officially elevating Jody to Chief Executive Officer of SWK is a reflection of his strong leadership following his promotion to president and interim CEO in September 2022," said Ms. Dotter.

Marble Wealth Joins Sanctuary Wealth as First Partner Firm in Alabama

Retrieved on: 
Friday, August 12, 2022
Certified Financial Planner, University of Alabama, CFA, FINRA, University, CEO, Senior, Face, Technology, SEC, The, Business, LLC, Chartered financial consultant, Adam, Financial services, Founder, Broker-dealer, Auburn University, Mark (given name), Company, CFP, Wealth management, Retirement, CPA, Oklahoma Teachers' Retirement System, Morgan Stanley, Certified Public Accountant, Culture, MBA, Freedom, CEPA, UBS, BS, Solution, Time, NFL Live, Retirement Systems of Alabama, Financial adviser, Management, Finance, Accounting

INDIANAPOLIS, Aug. 12, 2022 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, welcomes Marble Wealth, its first team in Alabama. Based in Montgomery, the four-person team had more than $770 million in client assets under management as of July 31, 2022. The firm includes Chief Executive Officer, Partner Matthew Murphy, CFP® and Chief Operating Officer, Partner Rebecca Baker, CFP®, who previously operated as Longleaf Wealth Management at UBS, and Chief Investment Officer, Partner Adam Rogers, previously Portfolio Manager at The Retirement Systems of Alabama.

Key Points: 
  • INDIANAPOLIS, Aug. 12, 2022 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, welcomes Marble Wealth, its first team in Alabama.
  • "We're pleased to welcome Marble Wealth as our first partners in Alabama, but what's really important is what this team represents," said Jim Dickson, CEO and Founder of Sanctuary Wealth.
  • Currently, the Sanctuary Wealth network includes partner firms in 27 states across the country with approximately $25 billion in assets under advisement.
  • Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

Joyce Chow, Former Texas Teachers Director, Joins GI Partners Real Estate

Retrieved on: 
Wednesday, April 27, 2022
Growth, Technology, Teacher Retirement System of Texas, Industry, Oklahoma Teachers' Retirement System, Real estate, GI Partners, SAN, Financial services

GI Partners Real Estate's current portfolio comprises $18 billion across a broad spectrum of specialized property sectors.

Key Points: 
  • GI Partners Real Estate's current portfolio comprises $18 billion across a broad spectrum of specialized property sectors.
  • "At a time when the real estate industry is undergoing extensive transformation to a more operator-focused model, I am excited to be at GI Partners, which has an impressive track record of building world-class real estate operating companies.
  • "We are delighted to welcome Joyce to the firm and continue to expand and invest in our Real Estate team," said John Saer, Managing Director and Head of Real Estate at GI Partners.
  • The real estate team focuses primarily on technology and life sciences properties as well as other specialized real estate sectors and strategies.

Venturi Private Wealth Embarks On Next Phase Of Growth With Strategic Investment From Bravura Capital

Retrieved on: 
Thursday, November 18, 2021
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As part of this investment, Bravura Capital the private investment vehicle of 25-year private equity industry leader Kent Weldon will deliver strategic relationships, growth expertise and additional capital to the leadership team of Venturi Private Wealth.

Key Points: 
  • As part of this investment, Bravura Capital the private investment vehicle of 25-year private equity industry leader Kent Weldon will deliver strategic relationships, growth expertise and additional capital to the leadership team of Venturi Private Wealth.
  • Russ Norwood, CEO and Founder of Venturi Private Wealth, said, "We formed Venturi Private Wealth after many years as successful financial advisors at Merrill Lynch PBIG.
  • Commenting on the strategic investment from Bravura Capital, Mr. Norwood said, "Finding a collaborative strategic partner was much more important to our team than merely accessing growth capital.
  • Bravura Capital is the private investment vehicle of Kent Weldon, a 25-year veteran leader in the private equity space.

Agenda Set for Context Flagship Alternative Investments Conference

Retrieved on: 
Wednesday, November 17, 2021
Astronaut, Bitcoin, Carbon, CAIA, Citco, ESG, FINRA, Investment, Golf, Milwaukee Bucks, Barclays, CNBC, TD Securities, Cambridge Associates, Forbes, CEO, TD, StoneX Group Inc., Sport, JW Marriott Miami Turnberry Resort & Spa, Market share, TNT, Context, Digital, COO, Illinois, NBA, Family, COVID-19, Algorithm, Avenue Capital Group, Galaxy Digital, Entrepreneurship, CFO, Real assets, Safety, Technology, Fast Money, Industry, Oklahoma Teachers' Retirement System, CAGR, Chamber of Digital Commerce, Shark Tank, Foundation, TIDE, Culture, Sustainability, CIO, Hotel, Management, Cryptocurrency, Financial adviser, Financial services

NEW YORK, Nov. 17, 2021 /PRNewswire/ --Context'sflagship Miami 2022 conference will focus on new frontiers in alternative investments.

Key Points: 
  • NEW YORK, Nov. 17, 2021 /PRNewswire/ --Context'sflagship Miami 2022 conference will focus on new frontiers in alternative investments.
  • The Context 365 platform allows buyers and sellers to connect on alternative investments throughout the year.
  • Before the conference, attendees will use the platform to connect and set up face-to-face meetings.
  • We jokingly call this 'alternative investments speed dating' but it is actually very serious business," commented Eric Noll, Context CEO.

Stratus Properties Inc. Announces Appointment of Laurie L. Dotter to Its Board of Directors

Retrieved on: 
Thursday, August 12, 2021
Commercial Building & Real Estate, Construction & Property, Lodging, Travel, General Entertainment, Other Construction & Property, Entertainment, Residential Building & Real Estate, Employees Retirement System of Texas, Financial compensation, Multimedia, Forward-looking statement, Trust, Audit committee, NASDAQ, U.S. Securities and Exchange Commission, II, Busch Properties, Inc., Pennsylvania Public School Employees' Retirement System, Texas A&M University, Oklahoma Teachers' Retirement System, Teacher Retirement System of Texas, Corporate Property Investors, COVID-19, Investment, Real estate investment trust, Acquisition, PricewaterhouseCoopers, Annual report, Board, Audit, CPA, III, Sale, Board of directors, Association, STRS, Software as a service, Parkway Properties, Industry, Business administration, Property management, Management

Stratus Properties Inc. (NASDAQ: STRS) (Stratus or the Company) today announced the appointment of Laurie L. Dotter to its Board of Directors (Board).

Key Points: 
  • Stratus Properties Inc. (NASDAQ: STRS) (Stratus or the Company) today announced the appointment of Laurie L. Dotter to its Board of Directors (Board).
  • View the full release here: https://www.businesswire.com/news/home/20210812005859/en/
    Laurie L. Dotter Appointed to Stratus Board (Photo: Business Wire)
    William H. Armstrong III, Chairman of the Board and Chief Executive Officer of Stratus, stated, We are pleased to welcome Laurie L. Dotter to our Board.
  • Following the appointment of Ms. Dotter, Stratus Board comprises eight members, including seven independent directors.
  • Ms. Dotter stated, I am very excited to join Stratus Board and look forward to working with Stratus management team and other directors.