Columbia Threadneedle Investments

William H. Reinhardt Elected Vice President – Research, Adams Diversified Equity Fund

Retrieved on: 
Friday, April 19, 2024
Knowledge, ADX, Fund, Citigroup, Columbia Threadneedle Investments, Kenyon College, Research, Lazard Capital Markets, CFA

BALTIMORE, Md., April 18, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund (NYSE: ADX) announced that William H. Reinhardt has been elected Vice President-Research, effective April 18, 2024.

Key Points: 
  • BALTIMORE, Md., April 18, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund (NYSE: ADX) announced that William H. Reinhardt has been elected Vice President-Research, effective April 18, 2024.
  • Mr. Reinhardt joined Adams Diversified Equity Fund in February 2023 as a senior equity analyst covering the Industrials sector.
  • Prior to joining the Fund, Mr. Reinhardt worked at Monarch Partners and before that, at Columbia Threadneedle, as a senior equity analyst covering Industrials, Materials, and Energy.
  • Mr. Reinhardt holds a Bachelor of Arts degree in Political Science from Kenyon College and he is a CFA Charter holder.

Dream Exchange Partners with the University of Wisconsin-Milwaukee to Empower Future Business Leaders

Retrieved on: 
Tuesday, April 30, 2024
Education, University, Mentorship, Student, UWM, Columbia Threadneedle Investments, Research, Jan Vansina, CFA, Management

Dr. Conrad, a seasoned professional with over a decade of experience in portfolio management, has been teaching undergraduate and graduate courses in finance.

Key Points: 
  • Dr. Conrad, a seasoned professional with over a decade of experience in portfolio management, has been teaching undergraduate and graduate courses in finance.
  • With his appointment as the Dream Exchange Director of Finance at UWM, Dr. Conrad advises and mentors graduate students, builds relationships with the business community, and organizes career-readiness events and guest lectures, helping to teach financial analysis to the next generation of business leaders.
  • "By investing in the education of future business leaders, we are laying the foundation for a more accessible, diverse, and dynamic financial ecosystem.
  • We are proud to be a part of this momentous occasion," said Joe Cecala, Founder and CEO of Dream Exchange.

Pipedrive Appoints Seasoned Tech Executive Tom Burnet to Board of Directors

Retrieved on: 
Wednesday, April 10, 2024
Data Management, Professional Services, Small Business, Technology, Software, Black Watch, University, Kainos, Investment, Leisure, B2B, Black, Multimedia, Vista Equity Partners, MBA, CRM, Columbia Threadneedle Investments, Growth, Management

Pipedrive , the easy and effective sales CRM for small businesses, today announced the appointment of a seasoned tech executive, Tom Burnet, to its Board of Directors.

Key Points: 
  • Pipedrive , the easy and effective sales CRM for small businesses, today announced the appointment of a seasoned tech executive, Tom Burnet, to its Board of Directors.
  • View the full release here: https://www.businesswire.com/news/home/20240410057819/en/
    Pipedrive welcomes a seasoned tech executive, Tom Burnet, to its Board of Directors.
  • We're delighted to welcome him aboard the Pipedrive Board of Directors," stated Dominic Allon, CEO of Pipedrive.
  • Burnet has an extensive background in providing counsel as Non-Executive Chairman to some of today’s leading technology and financial companies.

Columbia Ultra Short Term Bond Fund Celebrates 20-Year Anniversary

Retrieved on: 
Tuesday, March 12, 2024
Asset Management, Professional Services, Finance, Anomaly, Research, NAV, Columbia Threadneedle Investments, Security (finance)

Columbia Threadneedle Investments today announced that the Columbia Ultra Short Term Bond Fund is celebrating its 20-year anniversary.

Key Points: 
  • Columbia Threadneedle Investments today announced that the Columbia Ultra Short Term Bond Fund is celebrating its 20-year anniversary.
  • Since inception, the fund has generated consistent long-term performance and provided daily NAV stability with minimal total return volatility.1
    Ron Stahl, head of Columbia Threadneedle’s $8.4 billion short duration and stable value team, has been co-portfolio manager of the fund since 2015, while Gregory Liechty has been co-manager since 2016.
  • The team helps inform bottom-up security selection, with a focus on credits that stand to benefit from multiple economic outcomes.
  • “While cash can offer relative stability and capital preservation, bonds have the potential for price appreciation while cash does not,” said Stahl.

Tri-Continental Corporation Declares First Quarter Distribution

Retrieved on: 
Friday, March 1, 2024
Asset Management, Professional Services, Finance, Prospectus, Columbia Threadneedle Investments, Investment, Common stock, Ameriprise Financial, FDIC, Risk, Columbia, NCUA, Policy, Security (finance), Bank

Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a first quarter ordinary income distribution of $0.2560 per share of Common Stock and $0.6250 per share of Preferred Stock.

Key Points: 
  • Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a first quarter ordinary income distribution of $0.2560 per share of Common Stock and $0.6250 per share of Preferred Stock.
  • The $0.2560 per share ordinary income distribution on the Common Stock is in accordance with the Corporation’s distribution policy.
  • The Corporation’s current distributions (as estimated by the Corporation based on current information) are from the earnings and profits of the Corporation.
  • No amount of the Corporation’s current distribution consists of a return of capital (i.e., a return of some or all of your original investment in the Corporation).

Columbia Threadneedle Enters CLO Equity Investment Agreement with Jefferies-led Consortium

Retrieved on: 
Monday, February 26, 2024
Asset Management, Professional Services, Finance, Ameriprise Financial, CLO, Research, Consortium, Columbia Threadneedle Investments, Lisp (programming language), Security (finance)

Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.

Key Points: 
  • Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.
  • The Consortium will commit equity capital that will support the issuance of multiple CLOs over the next several years.
  • The agreement builds on an established relationship between Jefferies and Columbia Threadneedle’s CLO platform and will support a model for CLO formation designed to establish Columbia Threadneedle as a serial CLO issuer and further grow its fixed income franchise.
  • Columbia Threadneedle manages over $238 billion in fixed income assets across a range of single and multi-sector strategies.

Columbia Seligman Premium Technology Growth Fund Announces a First Quarter Distribution: 9.25% Annual Rate for IPO Investors

Retrieved on: 
Friday, February 9, 2024
Professional Services, Finance, Regulation, Policy, NAV, Investment, Sale, NCUA, Calendar, Security (finance), FDIC, Movement, Risk, Total, Table, Columbia Threadneedle Investments, IPO, Columbia, Life insurance

Average annual total return of a share of the Fund’s common stock at NAV for the period since inception of Fund investment operations through the period noted includes the 4.50% sales load assessed to IPO investors.

Key Points: 
  • Average annual total return of a share of the Fund’s common stock at NAV for the period since inception of Fund investment operations through the period noted includes the 4.50% sales load assessed to IPO investors.
  • As portfolio and market conditions change, the rate of distributions on the shares and the Fund’s distribution policy could change.
  • Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
  • Columbia Seligman Premium Technology Growth Fund is managed by Columbia Management Investment Advisers, LLC.

Nebo Launches "Nebo Wealth" - A Turnkey Asset Allocation and Portfolio Design Platform

Retrieved on: 
Monday, January 22, 2024
RIA, Research, Heart, RIAS, Dynamics, Investment, GMO, Conference, Columbia Threadneedle Investments, Registered investment adviser, Growth, Financial adviser

BOSTON, Jan. 22, 2024 /PRNewswire-PRWeb/ -- Nebo, the award-winning asset allocation and portfolio design platform from the global asset manager Grantham, Mayo, Van Otterloo & Co, LLC (GMO), announced today the launch of Nebo Wealth – a turnkey, end-to-end platform that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale.

Key Points: 
  • Given the importance of this development, going forward, Nebo will take the Nebo Wealth name as its company-wide brand.
  • "Before Nebo, we customized client portfolios around five proprietary model allocations," said Brandon Kramer, Portfolio Manager at Heximer Investment Management**.
  • Nebo Wealth offers a robust open architecture platform, providing integrated trading, rebalancing, client reporting, and back-office support.
  • Prior to joining Nebo Wealth, Scully-Power served in various senior executive roles at Columbia Threadneedle Investments for over 20 years.

PPM America Continues Global Distribution Team Expansion

Retrieved on: 
Monday, January 8, 2024
Other Professional Services, Asset Management, Professional Services, Finance, Columbia Threadneedle Investments, Bond credit rating, Multimedia, Sale, Private equity, DNA, DWS, PPM, Senior

PPM America, Inc. (PPM) is pleased to announce the addition of Bob Meikleham to the Global Distribution team as Managing Director, Insurance.

Key Points: 
  • PPM America, Inc. (PPM) is pleased to announce the addition of Bob Meikleham to the Global Distribution team as Managing Director, Insurance.
  • Meikleham comes to PPM from DWS, where he was responsible for the sale and distribution of their alternative and traditional investment solutions to insurance clients and prospects.
  • View the full release here: https://www.businesswire.com/news/home/20240108953249/en/
    Bob Meikleham joins PPM America’s growing Global Distribution team as Managing Director, Insurance.
  • He is based out of Boston and reports to Jeff Seaver, Head of Global Distribution.

Amundi US Appoints Head of US Intermediary and International Distribution

Retrieved on: 
Friday, January 5, 2024
Banking, Asset Management, Professional Services, Finance, Business, Ameriprise Financial, Columbia Threadneedle Investments, MBA, Research, Investment, University, Fidelity Investments, Columbia Business School, National accounts, Economics, Senior

Amundi US today announced the appointment of Jason Xanthakis as Senior Managing Director, Head of US Intermediary and International Distribution, effective January 1, 2024.

Key Points: 
  • Amundi US today announced the appointment of Jason Xanthakis as Senior Managing Director, Head of US Intermediary and International Distribution, effective January 1, 2024.
  • Jason has been a member of the Amundi US Intermediary Distribution team since December 2009, most recently as Senior Managing Director, Head of US Intermediary Strategy, Partnerships & National Accounts.
  • In his expanded US role, Jason will lead Amundi US’s Intermediary Distribution Team in the US, while continuing to lead the distribution of US-managed investment solutions in the International Retail and US Offshore/Retail Latin American channels.
  • Upon his return to the US, Jason was appointed Senior Managing Director, Head of International Retail Business & US Intermediary Strategy, Partnerships, and National Accounts.