Portfolio management

The UEP Group Launched to Pursue Nationwide Growth in Commercial Heating, Cooling, and Venting Industries

Retrieved on: 
Tuesday, January 16, 2024
Risk management, UEP, Partnership, Portfolio management, Marketing

CROFTON, Md., Jan. 16, 2024 /PRNewswire/ -- The UEP Group, a portfolio of commercial heating, cooling, and venting companies, is proud to announce its formation to lead its nationwide expansion from two Mid-Atlantic-based heating, cooling, and venting solutions companies into a national company. The leadership team recognized a unique opportunity to build a portfolio of like-minded, industry-leading firms looking to reach their full potential and is actively looking for expansion opportunities. 

Key Points: 
  • Plans Acquisition and Launch of Growth-Minded Commercial Heating, Cooling, and Venting Companies
    CROFTON, Md., Jan. 16, 2024 /PRNewswire/ -- The UEP Group , a portfolio of commercial heating, cooling, and venting companies, is proud to announce its formation to lead its nationwide expansion from two Mid-Atlantic-based heating, cooling, and venting solutions companies into a national company.
  • The leadership team recognized a unique opportunity to build a portfolio of like-minded, industry-leading firms looking to reach their full potential and is actively looking for expansion opportunities.
  • Today the reach of The UEP Group extends nationwide, from California to Florida, and includes industry leaders in marketing, selling, and delivering best-in-class commercial heating, cooling, and venting solutions.
  • Currently united under The UEP Group are the following five market-leading companies: UEP , Chimney Works , Pacific Venting Solutions , Atlantic Venting Solutions , and Lone Star Venting Solutions .

Angel Oak Capital Advisors Names Namit Sinha as Chief Investment Officer

Retrieved on: 
Friday, January 12, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, ETF, CARY, CFA, RMBS, Portfolio management, Angel Oak, CIO, Growth, Namets!

Angel Oak Capital Advisors, LLC (“Angel Oak”), announces that Namit Sinha, who served as co-CIO overseeing the firm’s private strategies, has been named CIO of Angel Oak Capital where he will lead the firm’s public and private investment strategies alongside Angel Oak Capital Co-CEO and Group CIO Sreeni Prabhu.

Key Points: 
  • Angel Oak Capital Advisors, LLC (“Angel Oak”), announces that Namit Sinha, who served as co-CIO overseeing the firm’s private strategies, has been named CIO of Angel Oak Capital where he will lead the firm’s public and private investment strategies alongside Angel Oak Capital Co-CEO and Group CIO Sreeni Prabhu.
  • Mr. Sinha has served as the Chief Investment Officer of the firm’s private strategies division since February 2020 and has more than 20 years of experience in fixed income products, specifically mortgage and structured credit.
  • “Namit will serve as an excellent CIO for Angel Oak Capital Advisors and brings valuable insight from the private strategies side that will be instrumental in leading the full investment management team and charting the investment landscape for 2024 and beyond,” said Prabhu.
  • “We’re extremely appreciative of Sam’s and Colin’s dedication to growing Angel Oak for more than a decade, as they’ve helped turn Angel Oak into a global leader in structured credit solutions,” said Prabhu.

Ten Oaks Group Announces New Leadership Promotions

Retrieved on: 
Friday, January 12, 2024
General counsel, Partner, Operating partner, Portfolio management, Acquisition, Partner (business rank), Growth, Management

Curtis Griner has served Ten Oaks Group as General Counsel for the past three years, during which he has demonstrated exceptional legal acumen, visionary strategic ability, and outstanding leadership skills.

Key Points: 
  • Curtis Griner has served Ten Oaks Group as General Counsel for the past three years, during which he has demonstrated exceptional legal acumen, visionary strategic ability, and outstanding leadership skills.
  • Kendall Thurlow, who joined Ten Oaks Group as Operating Partner two years ago, has exemplified outstanding leadership, innovation, and dedication during her tenure with the firm.
  • Their promotions to Executive Operating Partners are a testament to their valuable contributions and dedication to Ten Oaks Group.
  • These promotions coincide with an exciting period for Ten Oaks Group as it continues to strengthen its solution-oriented approach in the carve-out industry and expand its global presence.

Guggenheim Investments Appoints Steve Brown Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management

Retrieved on: 
Friday, December 22, 2023
CFA Institute, Bank, Guggenheim Partners, Chartered, Business, Research, Bank of America, CIO, Investment, Portfolio management, TRPM, ABN AMRO, Portfolio manager, Total return, ABN, Kelley School of Business

NEW YORK, Dec. 22, 2023 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced the appointment of Steve Brown as Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management (GPIM).

Key Points: 
  • NEW YORK, Dec. 22, 2023 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced the appointment of Steve Brown as Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management (GPIM).
  • Mr. Brown was most recently Chief Investment Officer for Total Return and Macro Strategies.
  • Mr. Brown joined Guggenheim Investments in 2010 as a member of GPIM’s asset-backed securities group before moving to the Total Return Portfolio Management (TRPM) team as a Portfolio Manager in 2012.
  • “We are delighted to appoint Steve Brown as CIO, Fixed Income for GPIM.

Wellesley Asset Management, Inc. Announces New Portfolio Manager to Join its Investment Team

Retrieved on: 
Tuesday, December 19, 2023
Bryant University, Risk, Phoenix, Convertible arbitrage, Loss, Johns Hopkins University, Climate, Aviva Investors, Portfolio management, Policy, CFA, Security (finance)

PORTSMOUTH, N.H., Dec. 19, 2023 /PRNewswire/ -- Wellesley Asset Management ("Wellesley"), an asset manager specializing in convertible bonds, is pleased to announce the recent addition of David Clott, CFA, to its Portfolio Management team.

Key Points: 
  • PORTSMOUTH, N.H., Dec. 19, 2023 /PRNewswire/ -- Wellesley Asset Management ("Wellesley"), an asset manager specializing in convertible bonds, is pleased to announce the recent addition of David Clott, CFA, to its Portfolio Management team.
  • A highly respected investment professional with 30 years of experience, David's convertible bond investing experience began in the mid 1990's as an analyst at Phoenix Investments.
  • David joined Aviva Investors in 1999 as a US convertible bond portfolio manager and in 2002 David founded the Aviva Investors Global Convertible Bond Strategy, launching a European based long only convertible mutual fund.
  • "We are thrilled to have such a seasoned professional join our convertible bond team," said Michael Miller, President and Chief Investment Officer.

FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.

Retrieved on: 
Wednesday, December 20, 2023
Digital asset, Investment, Goldman Sachs, Harvard Business School, Research, Source Code Capital, AG, Fidelity, FICA, Portfolio management, Fidelity Investments, Partnership, MBA, Growth

FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.

Key Points: 
  • FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.
  • Zug, Switzerland — 19 December 2023 — FiCAS AG is thrilled to announce the addition of Harlan Carere to their team.
  • At Fidelity, Harlan held a number of Portfolio Management positions with a focus on technology and growth equities.
  • Harlan states, “I am enthusiastic to join the highly skilled team here at FiCAS AG.

cQuant.io Launches Portfolio Management as a Service (PMaaS)

Retrieved on: 
Wednesday, November 15, 2023
Organization, Risk management, EAP, Uncertainty, PMAA, Doctor of Philosophy, Portfolio management, Business, Failure, Consultant, Asset management

DENVER, Nov. 15, 2023 /PRNewswire/ -- cQuant.io ("cQuant"), an industry leader in analytics for portfolio management and asset optimization announced today their newest offering called Portfolio Management as a Service or PMaaS. The PMaaS service was specifically created for companies that want to forecast their risk position or optimize their portfolio but have not yet built the expertise in-house.

Key Points: 
  • cQuant.io is now providing a new service for companies that want to utilize portfolio analytics but have not yet built the expertise in-house.
  • DENVER, Nov. 15, 2023 /PRNewswire/ -- cQuant.io ("cQuant"), an industry leader in analytics for portfolio management and asset optimization announced today their newest offering called Portfolio Management as a Service or PMaaS.
  • The PMaaS service was specifically created for companies that want to forecast their risk position or optimize their portfolio but have not yet built the expertise in-house.
  • cQuant's Energy Analytics Platform (EAP) simulates future outcomes of any energy asset or contract and the entire energy portfolio.

Phillips Edison & Company Announces Devin Murphy to Step Down as President; Bob Myers Promoted to President; Joe Schlosser Promoted to Chief Operating Officer

Retrieved on: 
Tuesday, October 31, 2023
Phillips Edison & Company, Growth, Portfolio management, Investment management, Retirement, PECO, Management

Effective January 1, 2024, Bob Myers, currently the Company’s Chief Operating Officer and Executive Vice President, will become President, and Joe Schlosser, currently the Company’s Senior Vice President of Portfolio Management, will become Chief Operating Officer and Executive Vice President.

Key Points: 
  • Effective January 1, 2024, Bob Myers, currently the Company’s Chief Operating Officer and Executive Vice President, will become President, and Joe Schlosser, currently the Company’s Senior Vice President of Portfolio Management, will become Chief Operating Officer and Executive Vice President.
  • In addition, Bob and Joe are extremely talented, proven leaders and team players who have been critical to the consistent strength of our operating performance.
  • He will work closely with PECO’s senior leadership team through the transition date to ensure a seamless handoff of his current responsibilities.
  • In addition, Mr. Murphy is in discussions with the Nominating and Governance Committee about joining PECO’s Board of Directors following his retirement.

BMC Recognized as a Leader in Enterprise Service Management and AIOps

Retrieved on: 
Monday, November 6, 2023
Research, Intelligence, BMC, ESM, Forrester, Portfolio management, Organization, GPT, Human resources, Helix, Government Digital Service, Forrester Research, Customer service, ML, Investment, Service, ITSM, Bottled water, Music, Cassette tape, Artificial Intelligence for IT Operations

HOUSTON, Nov. 6, 2023 /PRNewswire/ -- BMC, a global leader in software solutions for the Autonomous Digital Enterprise, today announced that its BMC Helix Enterprise Service Management solution has been designated a leader in The Forrester Wave™: Enterprise Service Management, Q4 2023 report. The BMC Helix Enterprise Service Management solution received the highest possible score in 16 criteria, including vision, roadmap, and partner ecosystem, BMC believes this recognition complements the company's innovation across the BMC Helix Operations Management solution and recognized strength in AIOps.

Key Points: 
  • HOUSTON, Nov. 6, 2023 /PRNewswire/ -- BMC , a global leader in software solutions for the Autonomous Digital Enterprise, today announced that its BMC Helix Enterprise Service Management solution has been designated a leader in The Forrester Wave™: Enterprise Service Management, Q4 2023 report.
  • The BMC Helix Enterprise Service Management solution received the highest possible score in 16 criteria, including vision, roadmap, and partner ecosystem, BMC believes this recognition complements the company's innovation across the BMC Helix Operations Management solution and recognized strength in AIOps.
  • "We are pleased to see that the significant advancements we've made in elevating ITSM and extending BMC Helix Enterprise Service Management capabilities beyond IT to purpose-built, out-of-the-box solutions for Human Resources, Customer Service and Workplace Service Management, plus Portfolio Management are being recognized," said Margaret Lee, senior vice president and general manager of Digital Service and Operations Management at BMC.
  • Download The Forrester Wave™: Enterprise Service Management, Q4 2023 report
    Read this ebook to learn more about how the BMC Helix Enterprise Service Management solution simplifies complexity, integrates intelligence, and fuels productivity across the modern enterprise

Counsel Launches Two New Pools Aimed at Mass Affluent Investors; Adds Leading Money Managers to Roster

Retrieved on: 
Thursday, November 2, 2023
Visio, Portfolio management, Pool, Research, ETF, Counsel, Insurance, Financial services

TORONTO, Nov. 2, 2023 /CNW/ - Counsel Portfolio Services (Counsel) today announced the launch of two new investment solutions under its IPC Private Wealth Visio Pools offering.

Key Points: 
  • TORONTO, Nov. 2, 2023 /CNW/ - Counsel Portfolio Services (Counsel) today announced the launch of two new investment solutions under its IPC Private Wealth Visio Pools offering.
  • Rounding out its asset allocation are a laddered bond strategy for income and stability, and selected ETFs for added diversification.
  • "The asset allocation for IPC Private Wealth Visio Pools replicates a strategy often used by the ultra-wealthy, said Sam Febbraro, President & CEO, Counsel Portfolio Services.
  • Counsel U.S. Growth Equity will be an underlying fund in the following turnkey portfolios: