Sentences with phrase «firms as fund managers»

If companies trading in that market were to be listed on MSCI's index, that would attract more foreign investment to the Chinese firms as fund managers rebalance their portfolios.

Not exact matches

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

He also works with a small group of elite hedge fund managers and executives as the managing director of macroeconomic and geopolitical advisory firm, Greenmantle.

Investors should stick to larger companies at least until the end of June, as the enforcement of stronger supervision against the financial markets could raise their wariness for high - flying smaller firms, according to Wu Kan, a fund manager at Shanshan Finance.

Financial firms are particularly vulnerable, which is why the Bank of England in April called on hundreds of them, including insurers and fund managers, to submit Brexit contingency plans in July as the central bank plans for «all eventualities.»

These include managers of retail funds, institutional funds management firms as well as superannuation funds.

The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.

As unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you hoAs unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you hoas it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you how.

The firm provides pricing data to more than 5,000 customers including many of the firms that use ICE's markets and services, such as asset managers, hedge funds, banks and insurance companies.

John represents alternative investment funds and their managers, as well as broker - dealers and investment advisory firms.

He has hired Bedford Grove, a national fund - raising firm, to manage his money operations, and has brought in Jesse Campoamor, a former 1199 SEIU and campaign operative for Mayor Bill de Blasio, as his campaign manager.

Bethesda, MD, February 12, 2009 — ProFunds Group, the world's largest manager of short and leveraged funds, 1 announced today that Joanne M. Hill has joined the firm as head of investment strategy.

And of course, the $ 30 million dollars a year is part of a shell - game that is played so that trustees of fund organizations see perhaps a $ 5 million dollar compensation number for the manager, with other amounts categorized as «ownership interest in the firm» or «long - term compensation pool» etc., etc..

Of course, they probably should have called the fund manager first, since most large fund management firms, such as Vanguard, correctly see this sort of paper as in appropriate for a money market fund.

As an added kicker for me, the municipal fund I chose was one of the funds coming under a standstill agreement between Bulldog Investors (Phil Goldstein's management firm) and the fund's manager.

Vanguard Group, the fastest - growing U.S. investment manager in recent years, has green - lighted blockchain - based experiments to more efficiently update the firm's index funds as underlying stock prices change.

The best fund firms — such as Dodge & Cox, T. Rowe Price and Vanguard, all of which sell no - load funds directly to customers, and the broker - sold American funds — can hire managers from among the cream of the crop because the companies treat their people well.

On the one hand, the manager (described on the firm's Linked - In page as «an industry visionary») is a good steward: almost all of the money in the fund is his own (over $ 1 million of $ 1.8 million), he doesn't get paid to manage it, his Simply Distribute Foundation helps fund children's hospitals and build orphanages.

That's not the case at firms such as the American funds, Dodge & Cox, and T. Rowe Price, where managers tend to stay for long periods and where grooming eventual successors is part of the job.

Large, mainstream asset managers such as BlackRock, Pimco, Standard Life, and Schroders have recently met the «hedge fund firms» in the middle with absolute return and risk premia products, for example.

It will be primarily a large cap domestic equity fund whose manager has a particular interest in «special situations» such as spin - offs or reorganizations and on firms whose share prices might have cratered.

It is also interesting to note that Turner was until recently, a trustee of the World Wildlife Fund (WWF) and a member of the Advisory Board of Climate Change Capital, a firm offering services as an «investment manager and advisor specialising in the opportunities created by the transition to the low carbon economy».

Investment Management: The firm advises sponsors and investors on the structuring, formation, taxation and regulation of all types of funds, clubs and joint ventures investing in all asset classes, and advises on the spin out, establishment and operation of asset managers as well as the latest regulatory, tax and market developments relevant to the asset management industry.

On top of advising the firm's global clients such as Blackstone on a $ 5bn (# 4.1 bn) Asia real estate fund last year, the New York - based firm has also regularly advised locally based fund managers across Asia.

in 2000, Noah worked as the Compliance Manager for a mortgage investment firm - Treasury Funds Management Limited until his return to the United States in April of 2001.

Morgan Lewis represents many of the largest financial services firms in the United States and around the world, as well as some of the most important investment managers, private investment funds, broker - dealers, corporate trustees, auditors, accounting firms, and insurance companies in all aspects of litigation and dispute resolution.

In addition, David advises on general commercial litigation, and in particular on disputes involving hedge fund managers as leader of the firm's Hedge Defence team.

The company has just raised $ 4.5 million USD in funding led by investment firms such as Upfront Ventures, and well - known music industry managers like Scooter Braun.

How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: [phone] Cell Phone: [phone] Fax: [phone] E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

Over his tenure at PCCP, Mr. Thornton has headed asset management, served as fund manager on several equity investment vehicles, and has worked on all aspects of underwriting, due diligence, structuring and asset management of the firm's debt and equity investments.

Join us and network with the real estate industry's largest investors, as well as senior - level representatives from private equity firms, real estate asset managers, hedge funds, investment banks, distressed debt firms, lawyers, investment consultants, owners and developers.

As one of the nation's most exclusive Summit series, the event will once again gather the industry «s largest institutional investors, asset managers, hedge funds, private equity firms, investment banks, and real estate investors.