Strategic Investment Group

STRATEGIC INVESTMENT GROUP ANNOUNCES A NEW PUBLICATION EXPLORING THE CORE FUNCTIONS AND COSTS OF AN INTERNAL INVESTMENT OFFICE

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星期三, 二月 21, 2024

This publication is part of Strategic's Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.

Key Points: 
  • This publication is part of Strategic's Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.
  • Building Blocks and Costs of an Internal Investment Office examines three illustrative cases that analyze the active management of multi-asset class portfolios with varying asset sizes.
  • The cases explore portfolios with $500 million, $2 billion, and $10 billion in assets, focusing on recurrent costs while excluding direct and opportunity costs related to setting up an investment office.
  • The paper provides valuable insights into the core functions and costs associated with operating an investment office.

Mirador Rolls Out Latest Upgrade to its “RELI” Alternative Investment Data Management Offering

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星期三, 十一月 29, 2023

The addition of Alkymi to Mirador’s proprietary alternative investment data processing platform called RELI (Retrieve, Extract, Label, Ingest) bolsters both the quality and speed at which Mirador can process alternative investment statements.

Key Points: 
  • The addition of Alkymi to Mirador’s proprietary alternative investment data processing platform called RELI (Retrieve, Extract, Label, Ingest) bolsters both the quality and speed at which Mirador can process alternative investment statements.
  • Combined with its human-centric approach, Mirador’s RELI delivers capabilities to accurately and efficiently process significant volumes of alternative investment documents for some of the largest financial institutions.
  • “We are excited to work with Mirador as they continue to enhance their RELI offering to their clients,” says Harald Collet, CEO of Alkymi.
  • Services include consolidated financial reporting, private investment support, offline and alternative investment data management, K-1 document management, and compensation management for wealth management firms.

Concentric Educational Solutions Announces Expansion to Leadership Team

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星期二, 十月 24, 2023

BALTIMORE, Oct. 24, 2023 /PRNewswire/ -- Concentric Educational Solutions (CES), the leader in student support services that partners with urban school districts to address barriers to student success including chronic absenteeism, a sense of belonging, and unfinished learning, today announced several new members to the leadership team including seasoned industry executives Karlo Young as Chief Operating Officer, Alvin Crawford as Chief Revenue Officer, and Max Altmark as Chief Financial Officer.

Key Points: 
  • Concentric recently received $5 million in new funding from New Markets Venture Partners .
  • "As Concentric Educational Solutions helps more and more students, families and schools, we are excited to invest in our people to ensure that we are continuously improving our services to eliminate barriers for all learners," said Dr. David Heiber, CEO of Concentric Educational Solutions.
  • Concentric offers strong efficacy and a scalable model that can be replicated across the country."
  • For more information about Concentric Educational Services, please visit concentriced.org .

EQS-News: The Grounds Real Estate Development AG: H.I.G. Realty Moves ahead with Strategic Investment in The Grounds

Retrieved on: 
星期二, 十月 17, 2023

Realty Moves ahead with Strategic Investment in The Grounds

Key Points: 
  • Realty Moves ahead with Strategic Investment in The Grounds
    The issuer is solely responsible for the content of this announcement.
  • Capital (“H.I.G.”), has made funding in the amount of EUR 10 million available to The Grounds Real Estate Development AG (“The Grounds” / ISIN: DE000A2GSVV5) by acquiring a bond that was issued by The Grounds.
  • The transaction was structured as a senior secured bond on the level of The Grounds as parent company and is earmarked for financing investments in ongoing development projects of The Grounds.
  • Jacopo Mingazzini, CEO of The Grounds, said: “The collaboration with an equity-rich and experienced strategic investment partner like H.I.G.

Mitsubishi Corporation Announces New Participation in the Marimaca Copper Project in Chile

Retrieved on: 
星期四, 六月 22, 2023

TOKYO, June 22, 2023 - (JCN Newswire) - Mitsubishi Corporation ("MC") is pleased to announce that it has entered into a share subscription agreement with Marimaca Copper Corp. ("Marimaca" or the "Company").

Key Points: 
  • TOKYO, June 22, 2023 - (JCN Newswire) - Mitsubishi Corporation ("MC") is pleased to announce that it has entered into a share subscription agreement with Marimaca Copper Corp. ("Marimaca" or the "Company").
  • Marimaca is a publicly-listed Canadian company focused on the development of the Marimaca Copper Project (the "Project") located in Chile.
  • The Project is located in the Antofagasta region of northern Chile.
  • Beyond this Strategic Investment, MC remains committed to further securing a stable and sustainable supply of copper resources.

Northstar Announces 2023 Agsm Results and Appointment of TAMKO Nominee to Board of Directors

Retrieved on: 
星期五, 八月 11, 2023

Furthermore, following the Meeting, the board of directors of the Company (the "Board") agreed to increase the size of the Board from six (6) to seven (7) directors and appointed a new director, Mr. Jeffrey D. (Jeff) Beyer to the Board.

Key Points: 
  • Furthermore, following the Meeting, the board of directors of the Company (the "Board") agreed to increase the size of the Board from six (6) to seven (7) directors and appointed a new director, Mr. Jeffrey D. (Jeff) Beyer to the Board.
  • The Board resolved to increase the number of directors in connection with the strategic investment (the "Strategic Investment") by Allmine Paving LLC, a subsidiary of TAMKO Building Products LLC ("TAMKO"), as previously announced on July 31, 2023.
  • Prior to TAMKO, Mr. Beyer was the CFO of Strategic Materials, Inc., a leading glass and plastics recycler.
  • Mr. Aidan Mills, President & CEO and Director of Northstar, stated "We are excited to welcome Jeff to Northstar's Board.

Patriot Battery Metals Announces a C$109 Million Strategic Investment and Memorandum of Understanding with Albemarle Corporation

Retrieved on: 
星期二, 八月 1, 2023

VANCOUVER, British Columbia and SYDNEY, Australia, July 31, 2023 (GLOBE NEWSWIRE) -- Patriot Battery Metals Inc. (the “Company” or “Patriot”) (TSX.V: PMET | ASX: PMT | OTCQX: PMETF | FSE: R9GA) is pleased to announce that it has entered into a subscription agreement with respect to a private placement of approximately C$109 million (the “Strategic Investment”) in Patriot by Albemarle Corporation (“Albemarle”) (NYSE: ALB).

Key Points: 
  • Upon closing of the Strategic Investment, Albemarle will own approximately 4.9% of Patriot’s issued and outstanding Common Shares on a fully-diluted in-the-money basis, or 6.4% on a non-diluted, issued and outstanding basis.
  • The proceeds from the Strategic Investment will be used to accelerate the development activities at the Company’s Corvette Lithium Project (the “Property”) and for general corporate purposes.
  • Blair Way, Company President and CEO, commented: “We could not be more pleased to have welcomed Albemarle to invest in Patriot.
  • Macquarie Capital is acting as financial advisor to Patriot and will receive an advisory fee equal to 3% of the gross proceeds of the Strategic Investment.

World Cell and Gene Therapy Market Analysis Report 2023: Financings, Partnering, Mergers and Acquisitions, Tech Transfers, IPOs, and Other Deals - ResearchAndMarkets.com

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星期五, 七月 7, 2023

The "Cell and Gene Therapy Market and Deals Analysis, 2023: Financings, Partnering, Mergers and Acquisitions, Tech Transfers, IPOs, and Other Deals" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Cell and Gene Therapy Market and Deals Analysis, 2023: Financings, Partnering, Mergers and Acquisitions, Tech Transfers, IPOs, and Other Deals" report has been added to ResearchAndMarkets.com's offering.
  • This report tracks the dealmaking and market opportunity for cell and gene therapy companies.
  • A lot of attention is being given to the areas related to cell and gene therapy (CGT) recently.
  • While the concepts of gene therapy and cell therapy have been investigated for decades, there were major challenges in the early years.

Delfin Enters Strategic Investment Agreement with Mitsui O.S.K. Lines

Retrieved on: 
星期四, 六月 8, 2023

HOUSTON, June 08, 2023 (GLOBE NEWSWIRE) -- Delfin Midstream Inc. (“Delfin”) announced today that it has entered into a strategic investment agreement with Mitsui O.S.K. Lines, Ltd. (“MOL”) that accelerates growth and drives future expansion, enabling Delfin to accelerate clean low-cost LNG exports from North America to customers around the world. As part of the agreement, MOL will make an investment in Delfin and a MOL representative will join Delfin’s Board of Directors.

Key Points: 
  • Lines to Make a Strategic Investment in Delfin, Join Board of Directors
    HOUSTON, June 08, 2023 (GLOBE NEWSWIRE) -- Delfin Midstream Inc. (“Delfin”) announced today that it has entered into a strategic investment agreement with Mitsui O.S.K.
  • Lines, Ltd. (“MOL”) that accelerates growth and drives future expansion, enabling Delfin to accelerate clean low-cost LNG exports from North America to customers around the world.
  • As part of the agreement, MOL will make an investment in Delfin and a MOL representative will join Delfin’s Board of Directors.
  • Through this investment agreement, MOL and Delfin aims to solidify their continuing commitment to the success of the Delfin LNG project and set the stage for a promising future in the LNG industry.

Amelia Announces $175 Million Investment from BuildGroup and Monroe Capital

Retrieved on: 
星期二, 三月 7, 2023

NEW YORK, March 7, 2023 /PRNewswire/ -- Amelia, the enterprise leader in Trusted AI, today announced a $175 Million Strategic Investment from BuildGroup and Monroe Capital that will provide financial capital and business leadership. Goldman Sachs & Co LLC and TD Cowen advised the Company on its raise.

Key Points: 
  • NEW YORK, March 7, 2023 /PRNewswire/ -- Amelia, the enterprise leader in Trusted AI, today announced a $175 Million Strategic Investment from BuildGroup and Monroe Capital that will provide financial capital and business leadership.
  • This investment comes at a critical time as many companies are considering how to navigate the OpenAI-enabled chatbot market frenzy without getting cut by bleeding-edge technology.
  • This investment by our new partners will bring Amelia into a new era of growth driven by our Trusted AI solutions.
  • We are grateful to BuildGroup and Monroe Capital for joining us on this journey."