Sentences with phrase «bond management firm»

The inglorious exit of Bill Gross from PIMCO, the firm he founded and built into the largest bond management firm in the world, prompts reflection.

Not exact matches

NEW YORK (Reuters)- Wary of brokers who make their money by «riding the calendar» of new stock and bond issues rather than patiently building the firm's wealth management business, Morgan Stanley is cracking down where it hurts the most: compensation.

Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7management (over $ 1.7 billion).

In addition to over 25 years of portfolio management and equity research experience with Leith Wheeler, Bill spent five years as trader of the firm's bond portfolios.

Although the deal was priced off the municipal bond desk in the Public Finance division, sales teams in corporate investment grade, wealth management capital markets and the firm's Investing with Impact Financial Advisor group were all used to build the order book.

Bond, an Everett - based construction management firm whose specialties include academic projects, said that it recently held a topping - off ceremony for the 15,000 square - foot renovation and 5,000 square - foot vertical expansion of Longfellow Hall at the Harvard Graduate School of Education.

Traditional bond issues, state and federal grants, utility rebate programs, and commercial energy - management contracting firms are potential sources to tap for funding.

The ramifications of changing the bonds and tax credits could be huge, said Brian Colon, manager of the charter group at Robert W. Baird, a financial management firm in Denver.

Prior to joining the firm in 2014, Loren was a corporate bond portfolio manager and investment - grade corporate trader at Goldman Sachs Asset Management (2010 — 2014).

The global investment firm is one of the world's largest by assets under management, and is known for its bond funds, among other things.

«In our view this is probably a generational opportunity for high quality corporate bonds and provincials and federal agency bonds,» says Scott Lamont, head of fixed income at Phillips, Hager & North Investment Management Ltd., and manager of the firm's bond fund, a top - rated performer on the MoneySense Best Mutual Funds Honor Roll.

He is responsible for buy and sell decisions, portfolio construction and risk management for th e firm's tax - advantaged bond strategies.

He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's tax - advantaged bond strategies.

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activitBond Operating Committee, which oversees municipal bond portfolio management, research and trading activitbond portfolio management, research and trading activities.

Pulitzer Prize winning author, Liaquat Ahamed was a bond manager, Chief Investment Office and CEO of a fixed income management firm long before he wrote Lords of Finance: The Bankers Who Broke the World.

These firms, the Carlyle Group, Apollo Global Management and Oaktree Capital Management among them, have been raising billions of dollars during Europe's sovereign debt crisis to buy loan portfolios, corporate bonds and other holdings from troubled financial institutions on the Continent.

Newly merged Bond Dickinson is planning to revamp its partnership into a single two - tier structure as the firm's management pushes ahead with the integration of legacy firms Bond Pearce and Dickinson Dees.

Formerly head of legal at Triton Global, Neil has also held several senior management positions at Bond Pearce including head of dispute resolution and was founding partner of the firm's London office.

David is a member of the global Womble Bond Dickinson Board and the US Firm's Management Committee, and he serves as the Managing Partner and founder of the Baltimore office.

Henry has served on the Firm Management and Executive Committees and was previously the Managing Director for 18 years of Buist Moore Smythe & McGee, P.A., which merged with Womble Bond Dickinson in 2011.

Provide extensive research on quality of municipal / corporate bond issues and frequently speak with money management firms to acquire views on market events and forecasts.

Our portfolio includes Adapt (previously called Bond AdaptUX) recruitment software for fast - growing firms, and TempBuddy, award - winning workforce management platform.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

In recent weeks, firms such as Alder Hill Management — an outfit started by protégés of hedge - fund billionaire David Tepper — have ramped up wagers against the bonds, which have held up far better than the shares of beaten - down retailers.

Bayview Asset Management LLC, a Coral Gables, Florida - based investment firm backed by Blackstone Group LP; bond pioneer Lewis Ranieri's Houston - based Selene Finance; and Lone Star are among the firms that have sold securities backed by delinquent loans this year.

Moreover, Canadian asset manager Brookfield Asset Management Inc. owns about $ 1 billion and Bruce Berkowitz, president of securities investment firm Fairholme, purchased $ 500 million of the company's unsecured debt, including $ 394 million in convertible bonds, a $ 110 million tranche loan and $ 94 million in Rouse bonds.