Sentences with phrase «based investment management business»

I built up an internet based investment management business to sustain myself while on the road, so I read and study best practices from those like you.

Not exact matches

• Hayfin Capital Management, London - based business lender, agreed to acquire Kingsland Capital Management, a New York - based investment manager specialising in CLOs and leveraged credit.

He will advise Terry Laughlin, Bank of America vice chairman and head of Global Wealth and Investment Management, as well as the Bank of America and GWIM leadership teams on business integration, goals - based wealth management and regulatorManagement, as well as the Bank of America and GWIM leadership teams on business integration, goals - based wealth management and regulatormanagement and regulatory matters.

It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.

DALLAS, August 20, 2014 — Highland Capital Management, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint CapiManagement, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capital, Inc..

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

The Maryland attorney general's office ordered Towson - based High Point Wealth Management to halt a business it runs from the former offices of a financial management company that faced penalties last year for fraudulently misrepresenting investmenManagement to halt a business it runs from the former offices of a financial management company that faced penalties last year for fraudulently misrepresenting investmenmanagement company that faced penalties last year for fraudulently misrepresenting investment risks...

Aquiline Capital Partners, founded in 2005, is a private equity firm based in New York investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services.

Oaktree Capital Management, a Los Angeles - based investment firm that owns 14.8 percent of Tribune Publishing, sent a letter to the board Wednesday expressing a lack of confidence in Chairman Michael Ferro's digital transformation plans for the company, which has faced years of revenue declines in its legacy print business.

But Amazon is really doing it to support their core business,» stated the chief investment officer of Seattle - based investment firm Smead Capital Management, Bill Smead.

But Amazon is really doing it to support their core business,» said Bill Smead, chief investment officer of Seattle - based investment firm Smead Capital Management.

Pennsylvania - based Vanguard Group is one of theworld's largest investment management companies.The group manages over $ 1.7 trillion U.S. in 170mutual funds.Vanguard, which went into business in 1975, offers low - fee index mutual funds.

(TORONTO — April 4, 2012)-- Portfolio Management Association of Canada (PMAC) today announced that David Baines, a business columnist with the Vancouver Sun has been awarded the inaugural PMAC Award for Excellence in Investment Journalism for his article «Securities Regulation is Based on Presumptions, Misconceptions and Often Outright Myth» that appeared in the Vancouver Sun on May 18, 2011.

With the value based investment, the fund's management tries to identify «companies that it believes have discounted stock prices compared to the companies» true business values.»

The Fund's investments are selected using a strong valuation discipline based on industry specific metrics, to purchase what the Fund manager believes are well - positioned, cash - generating businesses run by shareholder - oriented management teams.

For this, you get a colossal 51 % discount on its $ 22.5 mio in cash / investments, zero debt, a profitable business (on an underlying basis), and an additional / significant intangible value for the fund management business in the event of a sale.

Since 1975, Southeastern Asset Management's investment philosophy has been to consistently employ our time - tested value approach to long - only equity investing based on owning strong businesses with good people at deeply discounted prices.

Mr. Breslin has over 20 years of business experience in the investment management and brokerage business and possesses a strong understanding of the regulatory framework under which investment companies must operate based, in part, upon his years of service as an officer and / or Trustee to other registered investment companies.

To accomplish this goal, we use a unique combination of financial tools and investment strategies based around key life events such as retirement and business succession, to assist you with the accumulation, growth, management, preservation and transfer of your wealth.

Based in San Francisco, the firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios.

Alex joined Woodsford from Rembrandt IP Management, LLC, a Philadelphia - based investment firm, where he served as Corporate Counsel and Secretary with responsibility for all corporate governance and legal matters affecting the litigation funding business.

Our investment management attorneys work collaboratively with our clients through the fund formation process by tailoring our services to their business goals, ranging from the needs of an established manager that is expanding its existing platform to add strategies or grow its investor base through the needs of an emerging manager launching its first fund.

Pozen was formerly chairman of Boston - based mutual fund company MFS Investment Management, and is currently a senior lecturer at the Harvard Business School.

Tags for this Online Resume: Compensation, Alternative Investments, Asset Management, Financial, Financial Analysis, Management, Business Development, Investment Management, Mutual Funds, sales, base salary

In the decades since, we've made significant investments in technology - based, human capital management solutions that empower organizations from large enterprises to agile, fast - growing businesses to quickly identify, engage with, hire, and develop the right talent.

I bring quantitative and knowledgeable expertise in the ability to oversee all investment and credit / loan management initiatives, with broad based business acumen and client relations expertise that garners customer loyalty.

Develop compelling and innovative customized wealth management products and services that include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objBusiness Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objbusiness goals and objectives.

Efficiently performed financial analysis and business segment reporting, developing recommendations and potential portfolio investment solutions based on analyses to senior management on direction of products and services.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out oManagement / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out omanagement including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out omanagement of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Operations Manager — Duties & Responsibilities Prepare complex technical standard operating procedures for organizational implementation Oversee organizational ethics and compliance training administration at facility level Develop and implement training to ensure workforce peak performance Perform safety management studies and approve / disapprove proposed procedures Administer employee appraisals and increase employee motivation and organizational citizenship Manage multi-million dollar air traffic control contracts Effectively lead culturally diverse workforce in domestic and international settings Develop and implement air traffic control flow procedures saving cliental thousands of dollars on a daily basis Serve as liaison with cliental customers and mediate solutions resulting in increased customer investments Develop and administer varied software solutions for clients including KPMG, USAF, and the Chicago Board of Trade Oversee software projects through the various facets of developmental lifecycle Develop software applications using Visual Basic and SQL Server increasing business operation efficiency Create safety management systems which track aircraft incidents and trends Network and manage numerous air traffic control systems decreasing system downtime Develop an employee management system increasing operational efficiency Represent company brand with poise, integrity, and positivity

Santa Barbara, Calif. - based Yardi Systems founded in 1984 provides investment, asset and property management software for more than 15,000 businesses, corporations and government agencies around the world.

Prior to joining Urdang in 2008, he was Chief Investment Officer of Brandywine Construction & Management, Inc., a Philadelphia - based developer and owner / operator of apartments and mixed - use properties, where he was involved in all aspects of the business, including acquisitions, asset management, financings and disManagement, Inc., a Philadelphia - based developer and owner / operator of apartments and mixed - use properties, where he was involved in all aspects of the business, including acquisitions, asset management, financings and dismanagement, financings and dispositions.

When Mark Rose took over as CEO of Grubb & Ellis in March 2005, it became clear to him that the large service provider based in Northbrook, Ill., needed to jump into the investment management business to grow and compete.

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