The Palm Beach Hedge Fund Association Announces Strategic Partnership with First Republic Bank

The Palm Beach Hedge Fund Association is thrilled to announce an official partnership with leading hedge fund and business bank, First Republic. - July 17, 2018 - Palm Beach Hedge Fund Association

Kipley Lytel & Montecito Capital Management Awarded by Wealth & Money Management for Best Wealth Management Practice in 2018

Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018 - Montecito Capital Management Group

Sherman Wealth Management to Host "Beers with Brad"

Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management

Brad Sherman Named Investopedia Top 100 Financial Advisors

Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth... - June 18, 2018 - Sherman Wealth Management

Explosive Growth of Crypto Funds Continues in 2018

Despite Falling Prices and Regulatory Hurdles, Hedge Funds & Venture Capital Launch Cryptocurrency Investment Funds at Record Pace - April 27, 2018 - Crypto Fund Research

TaaS Launches the Updated Cryptographic Audit, Cornerstone of Its Declaration of Transparency

TaaS Launches the Updated Cryptographic Audit, Cornerstone of Its Declaration of Transparency

Token-as-a-Service (TaaS), the first-ever tokenized closed-end fund dedicated to blockchain assets, announces the public release of its next-generation Cryptographic Audit. - March 28, 2018 - TaaS

NEXT.exchange is Burning More Than 95 Million of Its Tokens

NEXT.exchange is Burning More Than 95 Million of Its Tokens

The hybrid decentralized and community-driven crypto exchange, NEXT (https://next.exchange), is going to destroy millions of tokens. There will be 75% fewer tokens on the market than what was initially expected. - March 26, 2018 - NEXT.exchange

Mark Shore Joins Coquest Advisors as Director of Educational Research

Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and... - February 22, 2018 - Coquest Inc.

PD Wealth Solutions Forecasts 2018 Will be a Golden Year for Biotech M&A

After a relatively quiet year for mergers and acquisitions in 2017, PD Wealth Solutions' Paul Graham predicts this year will produce a bumper harvest of deals between "Big Pharma" and Biotech. - February 19, 2018 - PD Wealth Solutions

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group

PD Wealth Solutions Forecasts More Disruption in Consumer Staples in 2018

Robert Marsh, Senior U.S. Equities specialist at PD Wealth Solutions discusses the evolution of the consumer staples industry in his recently published 2018 Investment Outlook. - January 29, 2018 - PD Wealth Solutions

Sector Arc Advisors Wins Coquest's 2017 CTA Challenge

In a year-long contest, Sector Arc Advisors, a Chicago-based commodity trading advisor, won first in Coquest's CTA Challenge, beating out 35 other CTAs. - January 21, 2018 - Coquest Inc.

Brilliant Erdenes Gold Mining Group and Finamatrix Enter Crypto Market Raising $200 Million Blockchain A.I. Fund

The Brilliant group of companies and Finamatrix have collaborated to create a regulated Blockchain A.I. Fund, called FIX Fund, classified as a diversified, stable-growth, and value investment fund, which mirrors the FIX Index, a portfolio of high-quality Blockchain, high-tech projects, and other... - December 28, 2017 - Finamatrix

Seamans Capital Management Hires Operations Professional

Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management

Seamans Capital Management Hires Portfolio Manager Expanding the Firm’s Investment Team

Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month. Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also... - December 17, 2017 - Seamans Capital Management

NEXT.exchange Offers First Decentralized Social Crypto-Currency Trading Platform

The crypto-currency market is booming like never before. In just a few months the bitcoin price smashed record after record, reaching a new all-time high of $10.000. Next.Exchange, one of the leading decentralized stock exchange platforms in cryptocurrencies, welcomed today another milestone of reaching more than 25.000 traders and that in just one week after their Initial Coin Offering (ICO). - November 30, 2017 - NEXT.exchange

Zarvic Brothers Meets with Struggling Asset Manager Manning & Napier Inc.

Zarvic Brothers Meets with Struggling Asset Manager Manning & Napier Inc.

Zarvic Brothers met with Manning & Napier Inc.'s top executives with concerns of company performance, leadership, and fiduciary duties to shareholders. - October 02, 2017 - ZarVic Brothers LLC

AQMetrics Attains ISO 27001 Certification

RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics

Jacob Wohl Releases Hedge Fund Business Plan

Jacob Wohl has announced the public release of his Hedge Fund Business Plan, through his personal website. - July 29, 2017 - Montgomery Assets

Warrington Asset Management Wins Pinnacle Award’s 5-Year Best Options Strategy

Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management

Montecito Capital Management Group & Founder, Kipley Lytel, Recognized as Top 20 Financial Advisors in Los Angeles, California

Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017 - Montecito Capital Management Group

Jenny Hammond Joins Asset TV

Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer. Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a... - April 24, 2017 - Asset TV UK

Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund

Zarvic Brothers Offers Diversified Exposure to Private Equity with Innovative Vero Fund

Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC

Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex

Zarvic Brothers Facilitates the Sale of a $6.2 Million Apartment Complex

Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in... - November 18, 2016 - ZarVic Brothers LLC

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh - Notre Dame All American - Joins Greywolf Execution Partners

Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners

Zarvic Brothers Announces Formation of Shareholder Committee to Review Strategic Alternatives for GEI Global

Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC

PrivCap Acquires 104 Units in Dallas, TX

PrivCap Holdings acquired Wynnewood Apartments. - June 19, 2016 - PrivCap Companies

PrivCap Sells 196 Units in Columbus; Investors Net 41% IRR

PrivCap Holdings, a subsidiary of Boca Raton based PrivCap Companies, successfully sold Aspen Place Apartments in Columbus, OH (PrivCap Buckeyes) yesterday, netting investors a 41% IRR over 22 months. PrivCap Holdings continues to generate high yielding multifamily investment opportunities for... - June 17, 2016 - PrivCap Companies

ECU Football Camp Sponsorship Continues JP Capital Management Commitment to Youth Development

JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management

IASG Alternatives Appoints Stephen Klawitter as Vice-President

IASG Alternatives Appoints Stephen Klawitter as Vice-President

IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC

IASG Launches Broker Dealer to Serve an Expanding Audience for Managed Futures

IASG Launches Broker Dealer to Serve an Expanding Audience for Managed Futures

IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC

Nick Fortune on the Secrets of the Wealthy | Fortune DNA

Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA

Coquest Advisors Launched to Tap Best-in-Class Trading Managers

Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.

Meridian Capital Management Finds Opportunity in Declining Energy Prices

Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Suggests Key Investment Strategies for Better Earnings

With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back... - August 23, 2015 - Meridian Capital Management

Meridian Capital Management Recommends Volatility Funds to Protect Portfolios

Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management

CTA Challenge Participants in Final Stretch of 2015 Competition

The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.

Meridian Capital Management’s Steven Haines to be the Key Speaker at Hong Kong’s Small Business Forum

Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management

Team of Experienced Market Analysts to Join Meridian Capital Management

Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management

Meridian Capital Management Celebrates Anniversary with Introduction of Global Macro Hedge Fund

Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management

Meridian Capital Management to Take Part in Emerging Markets Forum 2015

Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management

New Survey Shows Expected Growth in the Financial Markets

A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Announce the Hiring of More Than 20 FSA’s

Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Introduces Two New Algorithm’s for Its Futures Trading Arm

Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set... - August 15, 2015 - Meridian Capital Management

Meridian Capital Management Names Timothy Bass Chief Data Officer

Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management

13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™

13,000 TiE Global Entrepreneurs to be Linked Through a Mobile Solution by TrueFinancial™

TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies

Ryan Hart Joins Coquest Inc. as Director of Research, Portfolio Manager

Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.

Coral Gables Asset Management Appoints Ms. Elizabeth Fugler as Director of Business Development and Client Service

Coral Gables Asset Management Appoints Ms. Elizabeth Fugler as Director of Business Development and Client Service

Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in... - July 02, 2015 - Coral Gables Asset Management

TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps

TrueFinancial Technologies Emerges from Stealth Mode with Full Suite of Investor Relations and Business Communications Mobile Apps

TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies

Warrington Asset Management Expands Beyond Morgan Stanley Legacy

Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management

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