Sentences with phrase «investment officers working»

Advisers and chief investment officers working for the world's wealthiest investors forecast that volatility will remain a key theme in 2016.

Many family office chief investment officers worked on either side of the investment industry either by actively investing and managing a portfolio or by evaluating investments for an institutional investment fund like a pension or endowment fund as its chief investment officer.

Our Institutional Investment Officers work closely with clients, investment strategists, and portfolio managers.

Not exact matches

No - one at the Treasury was immediately able to break down the 3 billion pounds committed by Hammond, but obvious calls on the public purse include investment in new customs points and officers, increased staffing to handle migration issues, and new regulatory agencies to do the work currently done at EU level.

The elder Oelschlager still works in the firm as co-chief investment officer and manages the White Oak Select Growth Fund (WOGSX), which is rated four stars at Morningstar.

His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.

As Japan Chief Investment Officer, he worked closely with local regulators and was responsible for IT Risk and Control.

Before starting his own firm in 2009, Bernstein worked for Merrill Lynch for two decades, reaching the pinnacle of Chief Investment Officer.

He worked with Bankers Trust Company as an associate (1993 - 1995), Korfez Securities (Garanti Bank) as Co-Head of Research (1995 - 1997), UB Ulusal Securities (formerly SAMBA Saudi American Bank) as Managing Director for research and asset management (1997 - 2000), Kent Securities as Deputy General Manager responsible for the asset management department (2000 — 2001), and ABN AMRO Asset Management as Chief Investment Officer in Istanbul (2001 - 2004).

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity pinvestment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity pInvestment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

As Robert Michaud, chief investment officer of ETF strategist New Frontier Advisors, remarked to Bloomberg: «There have always been cleverly designed investment strategies that assume they'll always have the liquidity they need to work, but that can be dangerous.

Prior to joining TPG - Axon, Mr. Jiwan spent several years working for Soros Fund Management LLC, reporting directly to its Chief Investment Officer.

Our services cover all areas of financial consulting including expert witness work, employee training and facilitation, corporate advisory work, and outsourced chief investment officer (OCIO) work.

Ray Dalio, chairman and chief investment officer of Bridgewater Associates, discusses meaningful work and meaningful relationships through radical truth and radical transparency.

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

Ray Halbritter, Oneida Nation Representative and Nation Enterprises chief executive officer, said this new investment in Central New York «will continue the success we have had in working hand - in - hand with the local community to create good jobs and generate public revenues.

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,»).

As the Council of Chief States School Officers» report Opportunities and Options: Making Career Preparation Work for Students recommended, states and districts need a «demand - driven» system for determining which educational programs and pathways warrant continued development and investment, and which should be scaled down or phased out.

This spring, 24 states and the District of Columbia will receive grants from the Council of Chief State School Officers to advance this work, thanks to an investment by the JPMorgan Chase Foundation.

Will Ethridge, chief executive officer of Pearson North America, said: «With this investment we have entered into a commercial agreement with NOOK Media that will allow our two companies to work closely together in order to create a more seamless and effective experience for students.

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.

Morningstar Investment Management is indirectly using the results in its management of $ 169 billion under management, Idzorek says, while Ibbotson is putting them to work at Zebra Capital Management, where he is chairman and chief investmenInvestment Management is indirectly using the results in its management of $ 169 billion under management, Idzorek says, while Ibbotson is putting them to work at Zebra Capital Management, where he is chairman and chief investmentinvestment officer.

PTFs are a real game changer for the Canadian mutual fund industry, providing an agile solution to adapt to industry trends,» says Karl Ottywill (pictured), Chief Operating Officer, Aequitas Technology Services Inc. «With our innovative technology in place, Aequitas Connect is extremely proud to work with fund companies and dealers leading the way in making actively - managed mutual funds available to all investment advisors and their clients in a low cost, highly efficient manner.»

The summer intern will work closely with the Chief Investment Officer to help implement a long - term intrinsic value investmenInvestment Officer to help implement a long - term intrinsic value investmentinvestment process.

After studying forestry Kenneth worked for his father and subsequently started his own company, Fisher Investments, in 1979 at the age of 29 where he is CEO and Co-Chief Investment Officer.

In The Equity Q Ratio: How Overvaluation Leads To Low Returns and Extreme Losses I examined Universa Chief Investment Officer Mark Spitznagel's June 2011 working paper The Dao of Corporate Finance, Q Ratios, and Stock Market Crashes -LRB-.

Universa Chief Investment Officer Mark Spitznagel's June 2011 working paper The Dao of Corporate Finance, Q Ratios, and Stock Market Crashes -LRB-.

We accept nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations.

Rachesky, 49, spent six years working for Icahn, including serving as a senior investment officer and chief investment advisor for his last three years at Icahn Holding Corporation.

-LSB-...] Tails: How The Equity Q Ratio Anticipates Stock Market Crashes and The Equity Q Ratio: How Overvaluation Leads To Low Returns and Extreme Losses I examined Universa Chief Investment Officer Mark Spitznagel's June 2011 working paper The Dao -LSB-...]

Prior to joining the Company, he worked as an Investment Officer and Investment Analyst at The Atlantic Philanthropies and as a Money Markets Executive at Barclays Capital.

FundX Chief Investment Officer Jason Browne talked about what's working so far in 2013 and what to do about the possibility of rising interest rates on Chuck Jaffe's MoneyLife radio show on Friday February 8th.

Family Finance asked Benoit Poliquin, chief investment officer of Exponent Investment Management Inc. in Ottawa, to work with tinvestment officer of Exponent Investment Management Inc. in Ottawa, to work with tInvestment Management Inc. in Ottawa, to work with the couple.

Explaining her institution's role, Caroline Angoorly, Chief Operating Officer of NY Green Bank, notes: «NY Green Bank is positioned at the near - frontier of clean energy financing markets,» working to address market barriers and financing gaps in clean energy investment.

We are working on roles including that of an HR Director, needed to play a pivotal role in a firm's organisational development as it invests «across a variety of transformation projects»; a Head of Client and Sectors needed to support a refreshed BD strategy aimed at international opportunities; and a Chief Information Officer who can help fulfil a firm's potential through development and investment in ever - evolving technology.

«We have enjoyed a long and successful working relationship with Harcus Sinclair across a number of cases and are delighted to initiate this new portfolio funding model with them which is the first arrangement of its kind» says Neil Purslow, founder and chief investment officer of Therium.

Christopher Finn, managing director and chief operating officer of corporate private equity, highlights «the innovative approach taken by the in - house legal team in London in working closely with and counselling our investment teams, and ultimately our investment committees», something he says has made «a significant contribution to helping Carlyle find value through investments others have shied from and facilitated the turnaround of underperforming investments.»

Formerly a development officer with the Cape Breton Development Corporation, she has worked with the Canada Development Investment Corporation and Imasco, Ltd., before co-founding Michaels in Canada.

Litigation partner Roberto Gonzalez will speak on a panel at the American Investment Council's (AIC) Chief Compliance Officers Working Group Meeting.

Previously, Augur co-founder and cryptocurrency venture capital firm chief investment officer Joey Krug publicly expressed his concerns regarding the lack of developers and open - source projects working on scaling solutions to enhance the Ethereum network.

Investment banking officers are required to spend long hours at bank and work closely with the managing director to examine industry research data, and build financial valuation models to determine profitable strategies.

They work with trust officers and assist in customizing the investment plans as per clients» needs.

PROFESSIONAL SUMMARY Senior financial officer with experience working for Broker / Dealers, Alternative Investment firms and as a Certified Public Accountant in the Financial Services industry.

He was a Senior Credit Officer and Managing Director for relationship banking with the fund management sector in UK and Europe and previously worked in corporate banking in Bahrain and Pakistan.Yusuf is a Fellow of the Society of Investment Professionals, a Chartered Financial Analyst (CFA) and a CAIA (Chartered Alternative Investment Analyst (CAIA).

«Nobody has completely figured out risk retention in regard to CMBS coming through, but it should open up once lawyers figure out how to make deals work,» said Jake Bisenius, chief investment officer at property management firm AMCAP Inc. «What seems to work,» he added, «is holding a vertical stack.»

A six - year officer in the U.S. Navy, the investment vet joined Cornerstone in 2010, and previously worked at its affiliate Babson Capital Management for five years.

Prior to joining RBS, Mr. Lancaster spent 8 years at Wachovia Capital Markets LLC where he worked as Head of Structured Products Research for 6 years before being promoted to the role of Chief Investment Officer, Real Estate Division.