Lovell Minnick Partners

Defiance Suite of Daily Options (0DTE) Income ETFs, $QQQY, $JEPY & $IWMY Surpass $400M AUM

Retrieved on: 
Tuesday, December 19, 2023
Asset Management, Professional Services, Finance, NAV, Fund, Risk, Pandemic, Sale, Capital gain, Lovell Minnick Partners, ETF, Uncertainty, Trust, Funding, Prospectus, Investment, History, Adviser, Life insurance

Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.

Key Points: 
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future.
  • Some securities held by the Fund, including options contracts, may be difficult to sell or be illiquid, particularly during times of market turmoil.
  • This risks greater for the Fund as it will hold options contracts on a single security, and not a broader range of options contracts.

John Hancock Investment Management Launches New Active International Equity ETF Subadvised by Boston Partners

Retrieved on: 
Wednesday, December 20, 2023
NAV, Exercise, Philosophy, BANK, Sale, FDIC, Rotation, NOT, Lovell Minnick Partners, ETF, United, Dimensional Fund Advisors, Investment, Growth, Prospectus, CFA, Security (finance)

BOSTON, Dec. 20, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch John Hancock Disciplined Value International Select ETF (NYSE Arca: JDVI).

Key Points: 
  • BOSTON, Dec. 20, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch John Hancock Disciplined Value International Select ETF (NYSE Arca: JDVI).
  • "We are excited to launch a new active international equity ETF with one of our long-term subadvisors who is familiar to our financial professionals and their clients," said Kristie Feinberg, Head of U.S. and Europe, Manulife Investment Management, and President and Chief Executive Officer, John Hancock Investment Management.
  • John Hancock Investment Management's ETF suite now totals 13 funds with over $5 billion in assets under management as of 9/30/2023, including preferred income, mortgage-back securities, corporate bond, municipal bond, U.S. and international equity portfolios.
  • Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Manulife Investment Management (US) LLC, Boston Partners, or Dimensional Fund Advisors LP.

CHAI, the First Israel Bond ETF, Launches Today on the New York Stock Exchange (NYSE)

Retrieved on: 
Wednesday, December 13, 2023
Professional Services, Finance, ETF, Funding, Distribution, ILS, NAV, Fund, Capital gain, Investment, Risk, USD, 7-day SEC yield, CHAI, Prospectus, Trust, Adviser, MCM, Loss, Government, Lovell Minnick Partners, Financial adviser, Security (finance), Insurance, Defiance, Index

The goal of the Israel Bond ETF is to provide liquid access to Israel government and corporate bonds.

Key Points: 
  • The goal of the Israel Bond ETF is to provide liquid access to Israel government and corporate bonds.
  • CHAI, the Defiance Israel Bond ETF , will track the MCM (Migdal Capital Markets) BlueStar Israel Bond Index.
  • The Defiance Israel Bond ETF (the “Fund” or the “Israel Bond ETF”) seeks to track the total return performance, before fees and expenses, of the BlueStar® USD Israel Bonds Index (the “Index”).
  • The BlueStar® USD Israel Bonds Index is predominantly composed of investment grade, U.S. dollar (“USD”)-denominated Israel Bonds.

WisdomTree Announces Changes to ETF Family

Retrieved on: 
Tuesday, December 12, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, ETF, Investment, NAV, Fund, Prospectus, Lovell Minnick Partners, Security (finance)

Additional information can be found in the WisdomTree Fund Changes: FAQ document here .

Key Points: 
  • Additional information can be found in the WisdomTree Fund Changes: FAQ document here .
  • Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing.
  • To obtain a prospectus containing this and other important information, please call 866.909.9473 or visit WisdomTree.com/investments to view or download a prospectus.
  • WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC.

Defiance Suite of Daily Options (0DTE) Income ETFs, $QQQY, $JEPY, & $IWMY Surpass $300M AUM

Retrieved on: 
Thursday, November 30, 2023
Asset Management, Professional Services, Finance, ETF, Pandemic, Sale, Funding, NAV, Fund, Capital gain, Investment, Risk, History, 7-day SEC yield, Uncertainty, Prospectus, Trust, Adviser, Lovell Minnick Partners, Life insurance, Security (finance), Asset management, Manufacturing, Cryptocurrency, Financial adviser, Index

Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.

Key Points: 
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future.
  • Some securities held by the Fund, including options contracts, may be difficult to sell or be illiquid, particularly during times of market turmoil.
  • This risks greater for the Fund as it will hold options contracts on a single security, and not a broader range of options contracts.

Net at Work Names Channel Veteran Nancy Teixeira as Executive Vice President Corporate Development

Retrieved on: 
Thursday, November 30, 2023
Channel, Acquisition, Woman, Love, Investment, Sage, Consultant, Culture, CRN, Ecosystem, Luigi, Marketing, Work, Growth, Microsoft, Lovell Minnick Partners, Information, Construction, Management

NEW YORK, Nov. 30, 2023 /PRNewswire/ -- Net at Work, North America's largest provider of next-generation, digital operations platform technology solutions for small-to-medium-sized businesses (SMBs), today announced that industry leader Nancy Teixeira has joined the company as executive vice president corporate development. In this newly formed role, Teixeira will oversee mergers and acquisitions, as well as lend her expertise to the expansion of the Net at Work Partner Alliance Program.

Key Points: 
  • Teixeira, a former Microsoft and Sage Channel executive, will oversee mergers and acquisitions and expansion of Net at Work's industry-leading Partner Alliance Program.
  • NEW YORK, Nov. 30, 2023 /PRNewswire/ -- Net at Work , North America's largest provider of next-generation, digital operations platform technology solutions for small-to-medium-sized businesses (SMBs), today announced that industry leader Nancy Teixeira has joined the company as executive vice president corporate development.
  • In this newly formed role, Teixeira will oversee mergers and acquisitions, as well as lend her expertise to the expansion of the Net at Work Partner Alliance Program .
  • Former Channel executive, will oversee M&A and expansion of Net at Work's industry-leading Partner Alliance Program.

ATTOM APPOINTS NEW CHAIRMAN OF THE BOARD AND PROMOTES TWO EXECUTIVES TO CHIEF LEADERSHIP ROLES

Retrieved on: 
Tuesday, November 21, 2023
Scient, Lovell Minnick Partners, Stringham, AQuantive, SBI Group, Culture, MarchFirst, Partner, Marketing, Lante, Growth, SBI, Management, Razorfish

IRVINE, Calif., Nov. 21, 2023 /PRNewswire/ -- ATTOM, a leading curator of land, property and real estate data, is pleased to announce the appointment of Ned Stringham, to its Board of Directors, as Chairman of the Board, effective immediately. We are also delighted to share that Ana Flor has been promoted to Chief People Officer and Kara Taylor has been promoted to Chief Marketing Officer.

Key Points: 
  • We are also delighted to share that Ana Flor has been promoted to Chief People Officer and Kara Taylor has been promoted to Chief Marketing Officer.
  • "We are pleased to welcome Ned Stringham to our Board and eagerly anticipate the valuable insights and contributions he will bring," said Rob Barber, CEO of ATTOM.
  • Stringham is managing partner at 42 Ventures and is a recognized entrepreneur, business strategist and technology investor.
  • "I am looking forward to serving on the ATTOM Board of Directors," said Ned Stringham.

Academy Asset Management to Celebrate the VETZ ETF and Veterans Day at the New York Stock Exchange

Retrieved on: 
Wednesday, November 8, 2023
White House, Federal Government, Other Professional Services, Legal, Human Resources, Finance, Consulting, Small Business, Banking, Accounting, Professional Services, Philanthropy, Defense, Public Policy, Government, Asset Management, Foundation, Veterans, Risk, Survivor, Unitary state, Service-Disabled Veteran-Owned Small Business, MBS, ETF, Freddie Mac, Veteran, Virtu Financial, State Farm, Lovell Minnick Partners, NYSE Arca, Falmouth Foreside, Maine, Prospectus, Fund, TBA, Fannie Mae, Veterans Day, Financial adviser, Real estate, Security (finance), VETZ

In honor of the Veterans Day holiday, the leadership of Academy Asset Management will join representatives from these corporations in ringing the closing bell at the New York Stock Exchange on Wednesday, November 8, 2023.

Key Points: 
  • In honor of the Veterans Day holiday, the leadership of Academy Asset Management will join representatives from these corporations in ringing the closing bell at the New York Stock Exchange on Wednesday, November 8, 2023.
  • Academy Asset Management serves as the fund’s sub-adviser, is Veteran owned and operated, and is committed to providing opportunities for veterans.
  • Not only will VETZ impact veterans through lending, but it will also enable Academy Asset Management to support the firm’s mission to mentor, hire, and train veterans for careers in financial services.
  • Academy Asset Management is a preeminent disabled veteran-owned SEC registered investment adviser focused on fixed-income funds and separately managed accounts.

YieldMax™ ETFs Announces Monthly Distributions on AMDY (65.22%), CONY (58.23%), TSLY (57.79%), DISO (42.66%), PYPY (38.82%) and Others

Retrieved on: 
Tuesday, November 7, 2023
ARK, COIN, SQ, NVDA, Funding, Investment, MRNA, Risk, NAV, Capital gain, Sale, Unitary state, GOOGL, TSLA, AMD, GOOY, Lovell Minnick Partners, Trust, META, JPM, Government, PYPL, AAPL, History, AMZN, MSFT, Adviser, XOM, AND, Option contract, O'Hara, U.S. Treasury, NFLX, ETF, TRUST, 7-day SEC yield, Falmouth Foreside, Maine, Prospectus, DIS, Life insurance, Security (finance), Telescopic sight, Financial adviser, Fund

The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.

Key Points: 
  • The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

Lovell Minnick Partners Appoints Don Weinstein to Advisory Council

Retrieved on: 
Tuesday, October 31, 2023
Professional Services, Finance, Digital, Chief technology officer, LMP, ADP, Lovell Minnick Partners, Advisory Council, Partnership, Multimedia, Digital transformation, Financial services, Fine chemical

Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, today announced the appointment of Don Weinstein to its Advisory Council.

Key Points: 
  • Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, today announced the appointment of Don Weinstein to its Advisory Council.
  • View the full release here: https://www.businesswire.com/news/home/20231031648785/en/
    Throughout his distinguished career, Don Weinstein has demonstrated a remarkable ability to drive innovation, launch new products, and foster top-line revenue growth.
  • "We are thrilled to welcome Don Weinstein to our Advisory Council,” says Steve Pierson, Managing Partner at LMP.
  • LMP’s Advisory Council members are independent contractors that serve as advisors to the firm as well as its portfolio companies.