Sentences with phrase «equity sectors managed»

Not exact matches

Jason Goldberg, managing director and senior equity analyst at Barclays, and Stephen Scouten, managing director of equity research at Sandler O'Neill, discuss the financial sector and if regional banks are a better bet.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

Mr. Chai, a CFA charterholder, joined Fidelity in 1997 as an equity research analyst, and he has managed multiple technology - related sector and industry portfolios since 2003.

ATG is a fund managed by Aquiline Capital Partners, a private equity firm investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services.

She previously worked as a Private Equity Investor at Emerging Capital Partners in Washington DC and at Reliant Equity in Chicago where she executed and managed buyout and growth capital investments across a wide range of sectors.

The Small - Cap and SMid - Cap Equity strategies are concentrated strategies that are not managed to a benchmark, so there are material differences in characteristics, such as the number of holdings and sector and industry weightings.

This includes utilizing a combination of globally diversified ETFs; active long - only managers focusing on delivering alpha; risk - managed and alternative sectors including those who utilize pair trades, arbitrage, option overlays; and finally direct investment, private equity and venture capital.

WHEREAS millions of dollars that teachers, public employees, unionists and others in the not - for - profit sector contribute to their pensions and retirement funds are now being invested in private equity funds established and managed by Steven Klinsky, providing profits to the founder and leader of the union - busting Victory, Inc.; and

WHEREAS the private equity funds established and managed by Steven Klinsky, preeminently New Mountain Capital, solicit major investments from teacher retirement and pension funds, public employee retirement and pension funds, union retirement and pension funds and other retirement and pension funds from the not - for - profit sector; and

In 2016, Frances Messano (Managing Partner - NewSchools Venture Fund) and the authors, Xiomara Padamsee (CEO - Promise54) and Becky Crowe (Senior Adviser - Bellwether Education Partners), brought together a group of education funders to underwrite a rigorous study of the state of diversity, equity, and inclusion in the sector.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in commercial real estate space across the US economy with exposure to all investment and property sectors.

With the addition of these two ETFs, investors now have access to 93 commission - free ETFs, including the full suite of eight domestic and international factor ETFs, three Fidelity actively - managed bond ETFs, 11 Fidelity passive equity sector ETFs, Fidelity ONEQ, and 70 passive iShares ETFs.

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.

It is important to note that we manage our Global and Non-U.S. Equity portfolios from a bottom - up stock selection perspective and do not make top - down decisions to overweight or underweight any one sector or region in response to macroeconomic events.

Most recently, he served as an equity research analyst covering the utilities sector, while also managing Fidelity Select Environment and Alternative Energy Portfolio (FSLEX), a fund he will continue to manage.

«There's a lot of money flowing into energy and Texas right now,» says Stephen Coats, a managing partner and general counsel at New York City - based Riverstone Holdings, a private equity firm with more than $ 22 billion in investments in the energy sector, including several billion in Texas.

Rosanna Bryant's practice sits in the cross-section of finance and corporate work, while managing associate James Tatro handles a variety of work including M&A, disposals, joint ventures and private equity in the retail sector.

«Not only does Jim bring deep knowledge of U.S. and foreign tax issues, he brings expertise in the energy and private equity sectors: two of the fastest growing legal markets in Texas,» said Mark Bayer, managing partner of Barnes & Thornburg's Dallas office.

Dr. Meslin is Senior Managing Director and a founder of CSP Associates, Inc., the leading global provider of commercial diligence advisory services to private equity sponsors active in the aerospace, defence, and government services sectors.

ATG is a fund managed by Aquiline Capital Partners, a private equity firm investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services.

«As active as the market is with the product that we have today, we are looking at the tip of the iceberg in terms of boomers hitting retirement age,» says Scott Stewart, a managing partner at Capitol Seniors Housing, a private equity - backed real estate acquisition, development and investment management firm based in Washington, D.C. «The fast - paced growth of that population in that sector is going to make today's discussion of overbuilding obsolete, because there just aren't enough places for everybody today,» he says.