Sentences with phrase «investment officers who»

The central management board would be run by an independent, full - time staff and overseen by a new chief investment officer who would be paid on a level similar to private investment managers, Bloomberg said.

Not exact matches

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

Mortimer J. «Tim» Buckley, Vanguard's chief investment officer, who is leading the latest wave of passive investing that got started under Vanguard's founder and former CEO Jack Bogle, joined CNBC PRO for an educational interview on money management and the evolution of investing.

Trump had targeted both the tech industry and Wall Street during his presidential campaign, but once elected, he tapped former investment bankers, hedge fund managers and private equity investors to join his administration — most notably Goldman Sachs's long - time chief operating officer Gary Cohn, who will now head the National Economics Council.

The portfolio managers constantly butted heads with O'Brien, who also served as chief investment officer.

Nope, according to Chief Operating Officer Barney Harford, who told CNBC: ``... Going forward we have no interest in doing transactions for minority stakes... the markets that we remain in today are core markets for us, we are doubling down on our investment and we are very committed to these markets.»

Speaking at the Sohn Investment Conference in New York, the closely - watched DoubleLine Capital LP chief executive officer recommended a trade of shorting, or betting against, Facebook while betting on gains in an exchange - traded fund that tracks oil and gas explorers and producers who could benefit from rising inflation.

«Most people will tell you Goldman makes almost all its money on trading - I hear it all the time,» said Rick Scott, who trades in Goldman shares as chief investment officer at L&S Advisors, an investment firm with $ 500 million in assets under management.

It all started on a seemingly normal drive, which saw Rieder — who's responsible for $ 1.8 trillion as BlackRock's chief investment officer of fixed income — fire up his trusty Waze app in an attempt to avoid the usual congestion.

«For now, fear of missing out is prompting investors who've stayed on the sidelines to jump in, as people say, «we missed the rally last year, we're not going to miss on it again,»» Walter Todd, chief investment officer at advisory firm Greenwood Capital, told Bloomberg.

«This is just a bit of a pullback because we've had a good run over the last few days, and there has been some nervousness that the Greece situation may not get resolved soon,» said Bill Schultz, who oversees $ 1.2 billion as chief investment officer at McQueen, Ball & Associates Inc. in Bethlehem, Pennsylvania.

Pimco said Friday that Paul McCulley has stepped down as chief economist and as a managing director, a role he had assumed in May at the request of Bill Gross, who was the investment firm's chief investment officer at the time.

Saumyajit Guha, former chief operating officer at Calcutta Angels who single - handedly closed seven startup investments in just...

Sam Peters, who was said to be Miller's heir apparent when he was promoted to co-manager of the fund last year, will become the sole manager of the $ 2.8 billion fund as well as chief investment officer for Legg Mason Capital Management as a whole, the Baltimore - based company said in a statement released Thursday.

«Small investors don't always have access to active management with a higher yield and a higher total return,» said Gross, who is co-chief investment officer at PIMCO.

THE NEW RULES OF INCLUSION AND EQUALITY Rethinking the routes to equality in the workplace Ideas That Change the World Track hosted by Salesforce Jess Lee, Partner, Investments, Sequoia Capital Cindy Robbins, President and Chief People Officer, salesforce.com Sandra Phillips Rogers, Group Vice President, Chief Legal Officer and General Counsel, Toyota Motor North America Reshma Saujani, Founder and CEO, Girls Who Code Moderator: Ellen McGirt, Senior Editor, Fortune

«Everyone expected the worst, and the contagion fears were brought back to fruition, but as the day has gone on those fears have abated a bit,» Bill Schultz, who oversees $ 1.2 billion as chief investment officer at McQueen, Ball & Associates in Bethlehem, Pennsylvania, said in a phone interview.

Paul Bloom, who was an executive at IBM for 16 years, including chief technology officer for telecom research before leaving in 2013, is among the optimists who argue that venture capital and other alternative channels of R&D investment will take up some of the slack, supporting innovation and economic growth.

The complaint also outlines Gross» view of his ouster, a plan he said was «hatched» by Daniel Ivascyn, who succeeded him as Pimco's group chief investment officer and allegedly helped recruit others to the cause.

Over the past several months, the three had met formally — along with Todd Combs, an investment officer at Berkshire Hathaway who is also on JPMorgan's board — to discuss the idea, according to a person familiar with Mr. Buffett's thinking.

Jones, who started out as a cotton trader, is Tudor's chief investment officer and largest risk taker.

For those who may be nervous about the market highs, Peter Mallouk, president and chief investment officer of Creative Planning, noted that «an all - time high by itself is nothing to be scared about.»

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Gundlach Optimistic About Gold Jeffrey Gundlach who is the chief investment officer at DoubleLine Capital, is bullish on gold SPDR Gold Trust (ETF)(NYSEARCA: GLD) and has added to his position...

Our U.S. Chief Investment Officer, Bob Levy — who is retiring at year - end — chairs our weekly Stock Selection Group meetings and is the external face to Harris Associates clients.

By LEWIS JOHNSON — Co-Chief Investment Officer November 17, 2016 The story of the Gordian knot was related by Plutarch, a biographer and historian who lived in the first century AD.

Yahoo! Chief Executive Officer Marissa Mayer is among six directors who plan to leave the board of the investment company that will be left after the closing of the proposed sale of Yahoo's main internet properties to Verizon Communications.

As the Oakmark International Fund celebrates its 25th anniversary, Portfolio Manager and Chief Investment Officer - International Equity David Herro reflects on the Fund's performance, thanks shareholders for their support and recognizes those who have contributed to its success.

Russ discusses how those facing retirement — and those who are already retired — can think of themselves as their own «retirement Chief Investment Officer», a huge shift from the pension fund world of previous generations.

As suggested by a reader, we evaluate here stock market forecasts of John Buckingham, Chief Investment Officer of Al Frank Asset Management, who emphasizes careful stock selection, broad diversification and a long investing horizon.

(Corrects third paragraph of column published March 20 to cite Douglas Ramsey, chief investment officer of Leuthold Weeden, not Steven Leuthold, who has retired.)

Dr. McGann, who was instrumental in the formation of Medea, Inc., will become MEDEA's Chief Investment Officer focusing on raising capital and partnerships.

Di Carlo, who works as the chief compliance officer for Advanced Equities Services Corp, a Wall Street investment firm, is indeed very conservative.

For example, former OSC Chief Investment Officer David Loglisci, who pleaded guilty in March for his role in the pension fund scam, didn't resign from the office until July 2007 — about five months after DiNapoli took over the office.

Rattner was identified as helping to arrange a business deal on a movie developed by Steve Loglisci, the brother of Hevesi's former chief investment officer, who pleaded guilty and cooperated with the probe.

The zeroing out of funds in the Council's discretionary budget for fiscal 2017 follows last week's arrest of Simon Wiesenthal Center board member Murray Huberfeld, who was accused of paying a bribe to land a $ 20 million investment from the city correction officers» union for his hedge fund.

«Our investment is also in the youth who grow up here, who live in Washington Heights, Inwood and Marble Hill, who attend school here, and who volunteer to improve others» lives,» said Isabella's President and Chief Executive Officer Mark Kator.

They include Jim Barksdale, the former chief operating officer of Netscape, who gave $ 100 million to establish an institute to improve reading instruction in Mississippi; Eli Broad, the home builder and retirement investment titan, whose foundation works on a range of management, governance, and leadership issues; Michael Dell, the founder of Dell Computers, whose family foundation is valued at $ 1.2 billion and is a major supporter of a program that boosts college going among students of potential but middling accomplishment; financier and buyout specialist Theodore J. Forstmann, who gave $ 50 million of his own money to help poor kids attend private schools; David Packard, a former classics professor who also is a scion of one of the founders of Hewlett - Packard and has given $ 75 million to help California school districts improve reading instruction; and the Walton Family Foundation, which benefits from the fortune of the founder of Wal - Mart, and which is the nation's largest supporter of charter schools and private school scholarships (see «A Tribute to John Walton,»).

Stephen R. Hardis, who took over as chairman and chief executive officer in January after serving as vice chairman and chief financial officer since 1986, says the targeted growth will be accomplished through a combination of tactics: increased capital investments, higher research and development outlays targeted more directly toward truly new products, acquisitions and expansion in five key developing markets: China, Korea, India, Brazil and Mexico, with China emerging as Eaton's biggest single opportunity.

The ProShares are managed by a team headed by Chief Investment Officer Gus Fleites, an ETF industry veteran who also leads the firm's overall ETF initiatives.

Russ discusses how those facing retirement — and those who are already retired — can think of themselves as their own «retirement Chief Investment Officer», a huge shift from the pension fund world of previous generations.

The team is lead by our Chief Investment Officer Sanjoy Ghosh, PhD, who previously served as Director of Investments for PanAgora Asset Management and worked for Putnam Investments.

In 2013 Walter Investment fired its interim chief financial operating officer, who must've been pretty upset, because he went to the U.S. Department of Justice with a doozy of a story: He said Reverse Mortgage Solutions and other lenders under the Walter umbrella had for years submitted false insurance claims to HUD.

The Acquirer's Multiple ® was developed by Tobias Carlisle who is the founder and Chief Investment Officer of Carbon Beach Asset Management LLC.

Several Sphere executives come from the mutual fund industry, including president and chief investment officer Keith McLean, who used to be with Investors Group.

They ultimately exist to make money, and the officers and board members have a fiduciary responsibility to make a positive return on investment for the shareholders who've entrusted them with their money.

«People who are well - heeled and don't really need a mortgage can do well with an ARM, because they still get a tax write - off,» says Joseph Rinaldi, president and chief investment officer for Quantum Financial Advisors.

Gross, who co-founded Pimco in 1971 and built it into one of the nation's largest money managers, left after deputies including now - group Chief Investment Officer Daniel Ivascyn said they would quit and management debated his ouster, according to people familiar with the matter.

Carswell, who is president and chief investment officer at Canso Investment Counsel, doesn't buy the popular view that there's a bond «bubble» in tinvestment officer at Canso Investment Counsel, doesn't buy the popular view that there's a bond «bubble» in tInvestment Counsel, doesn't buy the popular view that there's a bond «bubble» in the making.

Gross, who co-founded Pimco in 1971 and built it into a $ 1.87 trillion money manager, left after deputies including now - group Chief Investment Officer Daniel Ivascyn said they would quit and management debated his ouster, according to people familiar with the matter.