We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by
leading institutional asset managers.
Not exact matches
Delivering Alpha continues to be an incomparable who's who of the investor community with
leading asset manager and
institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.
About ISS Founded in 1985 as
Institutional Shareholder Services Inc., ISS is the world's
leading provider of corporate governance and responsible investment (RI) solutions for
asset owners,
asset managers, hedge funds, and
asset service providers.
She
leads an investment team of portfolio
managers and analysts responsible for the design, implementation and management of investment solutions for individual and
institutional clients in several
asset classes from traditional to alternative investments.
The event will provide the opportunity to meet and network with 150 + senior - level executives from
leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs, investment banks,
institutional investors,
asset managers, and high - net - worth individuals.
T. Rowe Price Group (TROW - $ 79) With more than $ 730 billion of
assets under management, T. Rowe Price is a
leading global investment
manager that offers a broad array of mutual funds, sub-advisory services and separate account management for individual and
institutional investors.
FXall is a
leading foreign exchange platform and trading execution partner serving more than 1,300
institutional clients, including
asset managers, active traders, corporations, banks, brokerages and hedge funds.
Institutional Investors are entrusting a smaller portion of
assets to
leading broad
managers, according to a report released by Cogent Research.
Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio
Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value,
leading a three - person staff in the advisement of resource allocation to
assets • Negotiate and effectively communicate loan re-payment and
asset liquidation strategies to interested parties, including attorneys,
institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities
The event bring together the best minds in the emerging markets arena —
leading institutional & private equity investors, hedge funds, portfolio &
asset managers, economists & policymakers — to weigh in on these issues and present best practice strategies.