Jeffrey Gundlach

RiverNorth Opportunities Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. and RiverNorth Capital and Income Fund, Inc. Announce Preferred Dividends

Retrieved on:

Friday, April 19, 2024

Consulting, Asset Management, Professional Services, Finance, Prospectus, Investment, AUM, Fund, Jeffrey Gundlach, Life insurance

RiverNorth Capital and Income Fund, Inc.

Key Points:

RiverNorth Capital and Income Fund, Inc.
RiverNorth Capital Management, LLC is an investment management firm founded in 2000.
RiverNorth is an institutional investment manager to registered funds, private funds and separately managed accounts.
Distributions may be paid from sources of income other than ordinary income, such as net realized short-term capital gains, net realized long-term capital gains and return of capital.
RiverNorth is not a tax advisor and investors should consult a tax professional for guidance regarding their specific tax situation.

Seth Coulson, CFA, Joins DoubleLine as Institutional Relationship Manager in Central U.S.

Retrieved on:

Friday, March 1, 2024

Jeffrey Gundlach, PIMCO, Agency, CFA, State Street, University, Business administration, University of Wisconsin–La Crosse, Midwestern United States

TAMPA, Fla., March 1, 2024 /PRNewswire/ -- Seth Coulson, CFA, has joined DoubleLine Capital as a Relationship Manager for institutional investors and investment consulting firms in the Midwestern United States.

Key Points:

TAMPA, Fla., March 1, 2024 /PRNewswire/ -- Seth Coulson, CFA, has joined DoubleLine Capital as a Relationship Manager for institutional investors and investment consulting firms in the Midwestern United States.
Mr. Coulson is based at DoubleLine's Los Angeles offices and reports to Ryan Hart, Director, Institutional, Global Relationship Management.
Prior to PIMCO, Mr. Coulson worked at State Street IMS in Irvine, Calif., where he led the allocations process for PIMCO's Agency mortgage-backed securities trades.
Mr. Coulson holds a Master of Business Administration, University of Southern California Marshall School of Business, Los Angeles, and a Bachelor of Science in Business Administration, Finance Major/Spanish Minor, University of Wisconsin-La Crosse.

DoubleLine Update on Commercial Real Estate and CRE Debt

Retrieved on:

Thursday, February 8, 2024

Commercial property, Jeffrey Gundlach, Federal Reserve, CRE, Commercial, Dawn, CMBS, Research, Real estate

TAMPA, Fla., Feb. 8, 2024 /PRNewswire/ -- The end of the Federal Reserve's rate-hiking campaign and increased transaction activity will make 2024 a year of improved transparency and credit access for commercial real estate in the U.S., according to a new research paper by Morris Chen, Director of DoubleLine Capital's Commercial Mortgage-Backed Securities and Commercial Real Estate Debt team, and Product Specialist Phil Gioia.

Key Points:

TAMPA, Fla., Feb. 8, 2024 /PRNewswire/ -- The end of the Federal Reserve's rate-hiking campaign and increased transaction activity will make 2024 a year of improved transparency and credit access for commercial real estate in the U.S., according to a new research paper by Morris Chen, Director of DoubleLine Capital's Commercial Mortgage-Backed Securities and Commercial Real Estate Debt team, and Product Specialist Phil Gioia.
DoubleLine's Commercial Mortgage-Backed Securities and Commercial Real Estate Debt team favors "senior-rated, seasoned conduit bonds that have de-levered over time, exhibit limited extension risk and benefit from well-located nonoffice properties with strong cash flow and sponsorship as well as low refinancing risk."
DoubleLine's Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate (CRE) Debt team, led by Director and Portfolio Manager Morris Chen, manages $7.2 billion in CMBS and other CRE debt in CRE-dedicated and multi-sector investment strategies and portfolios.
The team directly participates in CRE debt workouts and direct originations through the DoubleLine platform as well as its strategic partners.

Income Research + Management Hires Head of Wealth Management

Retrieved on:

Monday, February 5, 2024

Finance, Consulting, Business, Banking, Professional Services, Multimedia, Officer, RIA, Head, Jeffrey Gundlach, ETF, BlackRock, Pennsylvania State University, Family office

Income Research + Management (“Income Research” or “IR+M”) is pleased to announce the appointment of Graham Hopper as the Head of Wealth Management.

Key Points:

Income Research + Management (“Income Research” or “IR+M”) is pleased to announce the appointment of Graham Hopper as the Head of Wealth Management.
View the full release here: https://www.businesswire.com/news/home/20240205168219/en/
Graham Hopper, Head of Wealth Management at Income Research + Management (Photo: Business Wire)
"We are thrilled to welcome Graham to IR+M as the Head of Wealth Management,” said Sue Brengle.
“His extensive wealth management experience and leadership will strengthen our team as we continue to grow and enhance our private wealth offerings.”
Graham joins IR+M with nearly 20 years of experience in the financial services industry, primarily covering private wealth management distribution efforts.
“I look forward to building on the firm’s strong foundation in fixed income, delivering a first-class investment experience for our clients, and driving strategic growth in the wealth management sector."

RiverNorth Opportunities Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. and RiverNorth Capital and Income Fund, Inc. Announce Preferred Dividends

Retrieved on:

Friday, January 19, 2024

Asset Management, Professional Services, Finance, Prospectus, Fund, Investment, Jeffrey Gundlach, AUM, Life insurance

RiverNorth Capital and Income Fund, Inc.

Key Points:

RiverNorth Capital and Income Fund, Inc.
RiverNorth Capital Management, LLC is an investment management firm founded in 2000.
RiverNorth is an institutional investment manager to registered funds, private funds and separately managed accounts.
Distributions may be paid from sources of income other than ordinary income, such as net realized short-term capital gains, net realized long-term capital gains and return of capital.
RiverNorth is not a tax advisor and investors should consult a tax professional for guidance regarding their specific tax situation.

DoubleLine Paper: The Misunderstood Housing Market, a Rate Paradox and a Magic Number

Retrieved on:

Thursday, December 21, 2023

Magic, RMBS, Research, Jeffrey Gundlach, Housing, Total return, MBS, CFA, Real estate

However, given supply and demand conditions in housing today, DoubleLine Portfolio Manager Ken Shinoda argues in a research paper that home "prices could soften in the future if borrowing costs fall to borrower behavior-changing levels."

Key Points:

However, given supply and demand conditions in housing today, DoubleLine Portfolio Manager Ken Shinoda argues in a research paper that home "prices could soften in the future if borrowing costs fall to borrower behavior-changing levels."
To read the paper, titled "The Misunderstood Housing Market, a Rate Paradox and a Magic Number," please click on the following link: https://doubleline.com/wp-content/uploads/Misunderstood-Housing-Market__...
Ken Shinoda, CFA, joined DoubleLine Capital at the firm's inception in 2009.
He is a permanent member of the Fixed Income Asset Allocation Committee and participates on the Global Asset Allocation Committee.
Mr. Shinoda also hosts DoubleLine's "Channel 11 News" (X @DLineChannel11, [email protected] ), a webcast series that provides market and macroeconomic insights.

RiverNorth Opportunities Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. and RiverNorth Capital and Income Fund, Inc.* Announce Preferred Dividends

Retrieved on:

Friday, October 20, 2023

Asset Management, Professional Services, Finance, Jeffrey Gundlach, AUM, Prospectus, Fund, Investment, Security (finance), Financial adviser, Life insurance, ALPS

RiverNorth Capital and Income Fund, Inc.

Key Points:

RiverNorth Capital and Income Fund, Inc.
*Formerly known as RiverNorth Specialty Finance Corporation.
Effective December 7, 2022, the Fund changed its name to RiverNorth Capital and Income Fund, Inc.
RiverNorth Capital Management, LLC is an investment management firm founded in 2000.
RiverNorth is an institutional investment manager to registered funds, private funds and separately managed accounts.
Distributions may be paid from sources of income other than ordinary income, such as net realized short-term capital gains, net realized long-term capital gains and return of capital.

Rudy Garza Joins DoubleLine as Institutional Relationship Manager in the Western U.S.

Retrieved on:

Monday, June 26, 2023

Polar Capital Technology Trust, United Kingdom, PIMCO, Royce Investment Partners, CFA, Jeffrey Gundlach, Wilshire Associates, Cryptocurrency

TAMPA, Fla., June 26, 2023 /PRNewswire/ -- Rudy Garza, CFA, who has a strong record of providing business development and institutional investor relations for several asset managers, has joined DoubleLine Capital as a Relationship Manager for institutional investors in the Western United States.

Key Points:

TAMPA, Fla., June 26, 2023 /PRNewswire/ -- Rudy Garza, CFA, who has a strong record of providing business development and institutional investor relations for several asset managers, has joined DoubleLine Capital as a Relationship Manager for institutional investors in the Western United States.
Mr. Garza is based at DoubleLine's Los Angeles offices and reports to Ryan Hart, Director, Institutional, Global Relationship Management.
"Rudy brings a great depth of experience working with institutional clients across a wide variety of investment strategies," Mr. Hart said.
"All of us at DoubleLine are excited to have him onboard to help expand our institutional client base."

RiverNorth Opportunities Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. and RiverNorth Capital and Income Fund, Inc.* Announce Preferred Dividends

Retrieved on:

Thursday, April 20, 2023

Banking, Asset Management, Professional Services, Finance, Prospectus, AUM, Investment, Fund, Jeffrey Gundlach, Security (finance), Financial adviser, Life insurance, ALPS

RiverNorth Capital and Income Fund, Inc.

Key Points:

RiverNorth Capital and Income Fund, Inc.
*Formerly known as RiverNorth Specialty Finance Corporation.
Effective December 7, 2022 the Fund changed its name to RiverNorth Capital and Income Fund, Inc.
RiverNorth Capital Management, LLC is an investment management firm founded in 2000.
RiverNorth is an institutional investment manager to registered funds, private funds and separately managed accounts.
Distributions may be paid from sources of income other than ordinary income, such as net realized short-term capital gains, net realized long-term capital gains and return of capital.

Barbara Ziegler and Tim Quagliarello Join Franklin Templeton as Client Advisors, US Institutional

Retrieved on:

Tuesday, March 7, 2023

Franklin Templeton today announced the appointment of Barbara Ziegler and Tim Quagliarello as Senior Vice President, Client Advisors, US Institutional .

Key Points:

Franklin Templeton today announced the appointment of Barbara Ziegler and Tim Quagliarello as Senior Vice President, Client Advisors, US Institutional .
“Barbara and Tim bring a wealth of expertise and experience in helping institutional investors, and we are excited to welcome them to our growing team.
Franklin Templeton offers institutional investors an increasingly robust set of investment capabilities, spanning both traditional and alternative asset classes, to better help them achieve their objectives.
Ziegler has over 30 years of financial industry experience, most recently serving as an Institutional Relationship Manager at DoubleLine Capital since 2016.