Sentences with phrase «with institutional money managers»

As the company meets one - on - one with institutional money managers, their tentative commitments to buy given numbers of shares — known as «indications of interest» — are jotted down in the book.

Not exact matches

The company, Allison Street Advisors, based in Washington, D.C., is selling an investment vehicle called a wrap account, which gives customers with $ 250,000 in assets access to big - name institutional money managers.

Variant Perception is a leading independent investment research provider that equips money managers, both institutional and individual, with actionable investment advice.

Our global sales function connects Morgan Stanley's resources with our institutional clients, such as banks, insurance companies, hedge funds, money managers, pension funds and mutual funds.

At the center of this asset class, Consensus: Invest brings 600 + institutional investors, hedge funds, money managers, banks, and family offices together and offers attendees the chance to get connected with how to invest, store, trade and judge value in this new asset class.

Gundlach was to later explain that in trade, Institutional gatekeepers avoided doing business with money managers in controversy and especially legal suits.

In addition, mergers and acquisitions within the financial services sector, relaxation of regulations to permit a wide range of «specialized» exchanges (including some which are set up to allow computers to trade with each other), and systems allowing big institutional investors like banks, mutual funds, pension funds and money managers to exchange shares directly have pretty much eliminated the differences between the exchanges.

This money tool is for fee - only money managers (that have disclosed to their clients in writing in advance that they will be using market timing techniques on their SEC ADV), stockbrokers and stock pickers that do their own modeling, market timers, mutual fund managers, individual investors with too much money to play with, arbitragers, institutional money managers, hedge fund managers, etc..

We have created partnerships with a number of investment companies who want their individual investors to have access to top institutional money managers.

It may be that institutional money managers» compensation schemes promote risk - taking with large bonuses for excess returns.

But I have felt the cold appraisals from institutional managers over the last five years, with the implicit complaint — «you have done well, but you don't manage enough money, so we are not going to invest with you.»

On Thursday September 18, 2008, institutional money managers sought to redeem another $ 500 billion, but Secretary Paulson intervened directly with these managers to dissuade them from demanding redemptions.

Faber also is affiliated with AlphaClone which allows investors to easily track and create portfolios of some of the top institutional money managers and hedge funds.

If you're uncertain about where to start, whether you want to become an introducing broker, money manager, white label or combination of any of these partnership types, simply get in touch with our institutional sales team.

Results - focused professional with over 15 years of experience directing day - to - day operations, managing personal book of business and working with institutional and retail high net - worth money managers independent broker dealer, CFP's and stock brokers.

In addition, the industry may see more institutional money going toward funds that target opportunistic investments, as long as those funds are managed by asset managers with a long track record in delivering promised returns, says Cooper.

On the other hand, Berkshire Investment Advisors, a Boston - based institutional money manager, will be less aggressive with regard to multifamily, especially with pension plans.