Recent Headlines
Within Hedge Fund Management
Coral Gables Asset Management Launches New Long-Short Hedge Fund
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management
Fixed Income and Commodity ETFs/ETPs Globally Both Have 3rd Best Month Gathering Net Inflows in January 2015, According to New Research by ETFGI
ETFGI’s new research finds overall net new asset (NNA) flows in January were US$12.2 Bn. Net inflows of US$13.3 Bn into fixed income products and US$5.2 Bn of net inflows into commodity ETFs/ETPs globally ranked as the third largest months on record for both asset classes, while equity... - February 27, 2015 - ETFGI
Move Over ETFs - Quantitative Finance Model Cracks Open Emerging Markets
Haugen Systems has produced and tested its first Emerging Markets version of the Haugen Expected Return Factor Model covering Central Asia, which includes China, India and Taiwan. Backtests of 7046 companies in the Central Asian region show returns of 45.8% in excess of the regional benchmark and 45.4% in excess of the S&P for the 15 year period ending December 31, 2014. - February 10, 2015 - Haugen Custom Financial Systems
JP Capital Fuels Manufacturing Growth and Job Creation
JP Capital Management is pleased to announce the recent investment into the expansion of one of their key holdings, Vista Window Company. This investment enables the opening of Vista’s Swainsboro, GA based manufacturing facility, a 57,000 square foot location that will house the fabrication and assembly of the company’s primary line of vinyl replacement windows. - February 01, 2015 - JP Capital Management
FTF Announces the Sixth Annual Technology Innovation Awards
Awards Gala to be held at the Rainbow Room of 30 Rockefeller Plaza - January 23, 2015 - Financial Technologies Forum
Conrex Adds Two Senior Professionals
Connorex-Lucinda, LLC an institutional aggregator of single family rentals has brought on two senior professionals. Conrad Langenegger, Managing Director and Chief Operating Officer and John Halasz, Managing Director and Head of Capital Formation, Marketing and Investor Relations as it continues to expand its core business. - January 12, 2015 - Connorex Lucinda, LLC
JP Capital Group Continues to Reinvest Into Properties and Clients
According to JP Capital Management, successful asset growth often means reinvesting in a project, holistically. Such is the case with their recent investment into Summerfield Commons in Pittsburgh, PA. - January 07, 2015 - JP Capital Management
ZarVic Brothers LLC to Issue 8% Senior Secured Notes
ZarVic Brothers LLC will privately offer senior secured notes 8% due 2020 to qualified institutional and private investors. - November 12, 2014 - ZarVic Brothers LLC
2014 Global Custodian Hedge Fund Administration Survey Scores Increased Rankings for Conifer
Bucking the Trend of Declining Industry Scores for Single Strategy Managers is stalwart Conifer Financial Services. - August 14, 2014 - Conifer Financial Services
A Merger of Equals: Conifer Group and Vastardis Capital Services Holdings Join to Form Conifer Financial Services, LLC
A Merger of Equals. The Conifer Group and Vastardis Capital Services Holdings join to form Conifer Financial Services, LLC, a powerful new asset services company with over $100B of Assets Under Administration. - July 02, 2014 - Conifer Financial Services
e5 Solutions Group’s Bank Management Suite5™ Achieves SAP Certification as Powered by SAP NetWeaver®
e5 Solutions Group LLC is a leading provider of solution design, implementation services and add-on software programs related to the SAP ERP Financials solution and treasury applications from SAP AG. - June 13, 2014 - e5 Solutions Group
SIX Financial Information Enhances Evaluated Pricing Service with Auction Rate Securities Valuations from Pluris
Since the collapse of the auction rate securities market in the US in 2008, holders of these now illiquid instruments have struggled to find reliable secondary market quotes and price clarity. Now, with best-of-breed evaluated pricing from Pluris Valuation Advisors LLC, SIX Financial Information’s clients can value their auction rate securities with confidence. - March 05, 2014 - Pluris Valuation Advisors LLC
UK’s Asholt Investments Joins Laureate Advisory Board
Laureate has entered into a Referral Fee partnership with London based investment firm. - February 18, 2014 - Laureate Trust
Waterway Wealth Management Opens New Branch Office in Albuquerque
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy
Laureate Trust Launches Referral Partner Fee Program
According to CEO Peter Tasca, “We have one of the best performing funds in the world and this new program will allow advisors and professionals to receive commissions for referring new clients.” - January 26, 2014 - Laureate Trust
Pluris Valuation Advisors Forms Real Estate Appraisal Group
New Service Complements Firm Experience Valuing Illiquid Assets - January 18, 2014 - Pluris Valuation Advisors LLC
Pluris Valuation Advisors Names Henry Vice President
Brings Firm Experience Valuing Complex Real Estate - January 15, 2014 - Pluris Valuation Advisors LLC
Convergence Announces Launch of New Website
Convergence, an advisory formed to work with alternative and traditional asset managers to achieve optimal performance across their infrastructure platforms announced the launch of a new website. - September 18, 2013 - Convergence LLC
Capricorn Wins Number 1 Spot in Awards from Elevator Magazine
Capricorn Strategies is awarded its 4th industry award this year, raising eyebrows from industry peers. - June 05, 2013 - Capricorn Strategies
Capricorn Wins Intl Hedge Fund Award
Capricorn wins Award for Best Danish CTA of the Year after a year of adverse trading condition which seen investors within Capricorns funds coming out on top. - May 29, 2013 - Capricorn Strategies
Capricorn Wins 2nd Place for "Best Nordic CTA" Award
Capricorn Strategies (www.capricornfx.com) comes in strong again within the financial industry awards, with second place awarded as to then for best Nordic CTA. - May 21, 2013 - Capricorn Strategies
Capricorn Strategies Trumps Other Hedge Funds to Win Investors Choice Award "Best Emerging CTA"
Capricorn Strategies, winner of 10 industry awards before 2013 continues its trend by winning the Investors Choice Award for "Best Emerging CTA" but this is not the first of industry awards this year. - May 16, 2013 - Capricorn Strategies
Coral Portfolio Announces Joint Initiative with The Fund Aid Foundation
Coral Portfolio are delighted to announce a joint initiative alongside The Fund Aid Foundation, a non-profit making charitable platform focused on raising significant donations from the Financial Services and Fund Management industries for children's charities. - May 09, 2013 - Coral Portfolio
Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest
The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a... - April 30, 2013 - Appropriate Balance Financial Services, Inc.
RiXtrema Inc. Adds Drs. Yaacov Kopeliovich and Barry Schachter to the Research Team
RiXtrema, Inc. (www.rixtrema.com), a leading risk management modeling and software provider to the investment management industry, is pleased to announce today the addition of Dr. Yaacov Kopeliovich and Dr. Barry Schachter to the research team. Dr. Kopeliovich, who joins RiXtrema as a Director of... - March 26, 2013 - RiXtrema
Nine Lives Media Names Abacus Group to Top 50 of MSPmentor 501 Global Edition
Private cloud services provider for hedge funds ranked #38 MSP in North America. - March 15, 2013 - Abacus Group LLC
MultiWealth - New Generation's Investment Platform
MultiWealth – Online Investment Adviser provides money management services which are based on the modern portfolio theory, also taking into account the individual risk tolerance. In addition, the company offers analytical content. The cornerstone of MultiWealth Investment Adviser is the... - January 25, 2013 - MultiWealth
Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project
Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.
Enquirica Research Poll: Federal Infrastructure Spending Proposals Not Consistent with the Priorities of Albertans
Albertans would prefer to see federal infrastructure dollars spent on Highway 63, the critical gateway to oil sands projects. - November 08, 2012 - Enquirica Research
Enquirica Research – Alberta Public Opinion Survey
Albertans support private sector participation in infrastructure; oppose federal spending on Detroit-Windsor bridge. - October 26, 2012 - Enquirica Research
Why do Investment Books Have to be so Boring? With His New E-Book "Investilosophy," Ofir Hirsh Wants to Break That Stigma.
“Investilosophy: Investment Lessons Wrapped in a Story,” by Ofir Hirsh. Finally, an Entertaining And Unconventional Investment Book. A Blend of Fiction, the Real Investment World, and the Wild Beauty of Kauai. - August 14, 2012 - Ofir Hirsh
Coral Student Fund Backs Round Hill's Acquisition of Nido Portfolio
Coral Student Portfolio, the unique student accommodation fund of funds, has recently participated in one the UK's largest real estate transactions of 2012. Adding further diversification to their portfolio, Coral augments their mix with exposure to premium student housing in the UK's premier market, London. - July 19, 2012 - Coral Portfolio
Appropriate Balance Financial Services Announces Expansion Into 401(k) Pension Planning
Appropriate Balance Financial Services, Inc. (ABFS) announced today that it will leverage its extensive investment management experience by expanding into 401(k) and 403(b) pension planning services. “This is a very natural extension of the investment management and financial planning... - June 19, 2012 - Appropriate Balance Financial Services, Inc.
RiXtrema Launches a Series of Webinars with Focus on Stress Testing and Liability Driven Investing
RiXtrema is launching a series of Tail Risk dedicated webinars for institutional asset managers, which will blend existing risk theory, new research, and real world examples in a 40-minute presentation. You will gain unique insights to help you manage risk in these turbulent times. - June 05, 2012 - RiXtrema
Industry Pros Continue Migration to WallachBeth Capital; More New Hires for Go-To Execution Experts
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, announced its further expansion with the recent hiring of Jennica Ross, who will oversee strategic client relationships, and options and merger... - May 17, 2012 - Mischler Financial Group, Inc.
Market Volatility Trims Healthy First Quarter Gain – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. - April 24, 2012 - Ascenta International
US Recovery Drives 10% Rise in January – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of January 2012. - March 02, 2012 - Ascenta International
Enquirica is Pleased to Announce the Release of a Detailed New Report on Investing in Farmland with a Particular Focus on Canada and the Prairie Markets
Enquirica is pleased to announce the release of a detailed new report on investing in farmland with a particular focus on Canada and the prairie markets. Canadian farmland continues to receive favorable attention from alternative investors. They believe it stems from some unique and increasingly sought after characteristics - low volatility, low correlations to traditional asset classes, high correlation to inflation, superior risk adjusted returns, linkage to emerging market growth. - February 03, 2012 - Enquirica Research
HEDGEAnswers' Thermometer Gauges "Subjects That Matter" to Wall Street’s Smart Money
Just released: HEDGEAnswers Quarterly Survey of Global Hedge Fund Managers - January 20, 2012 - HEDGEAnswers
WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.
Enquirica Research Paper Discusses Farmland as a Portfolio Allocation
Enquirica Research is pleased to release its research on the factors driving Canadian farmland values and western Canadian prices in particular. The report also deals with the role of farmland in a diversified portfolio - volatility, cross correlations and historical return profiles. Farmland... - November 10, 2011 - Enquirica Research
Enquirica Research is Pleased to Announce the Release of Its Third Series on the Canadian Alternative Investment Market
Enquirica Research is pleased to announce the release of its third series on the Canadian alternative investment market. Series three focuses on hard asset investing and the nexus between sovereign debt, money supply, commodities and growth in China. - October 24, 2011 - Enquirica Research
Enquirica Research is Pleased to Announce the Launch of Enquirica TV
Enquirica Research is pleased to announce the launch of Enquirica TV. Enquirica TV interviews news makers and entrepreneurs about their perspective on the economy and their sectors with the view to providing unique and timely information from a non-mainstream perspective. Enquirica TV has just completed its ground-breaking first series on exempt offerings in Canada with "Questions with Product Issuers." - October 24, 2011 - Enquirica Research
Enquirica Research Continues to Believe That Saskatchewan Farm Land Remains Undervalued in Relation to Global Market
Enquirica Research Believes that Saskatchewan Farm Land Remains Undervalued in Relation to Global Market. “Birth of a Boom: Saskatchewan’s Dawning Age” author calls for farm land ownership liberalization and believes the regulatory barriers may have been a cause of lower prices. - October 23, 2011 - Enquirica Research
Bad Month for the Bulls – Better Times Beckon
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of September 2011. - October 21, 2011 - Ascenta International
Ascenta Asset Management Upgrades Website Structure and Content Management System
Awareness for the Ascenta Special Situations Resource Fund increases with the upgraded Ascenta Asset Management Website and Content Management System - October 19, 2011 - Ascenta International
Neo Group Launches "Global Supply Risk Monitor" for Proactive Global Sourcing Risk Management
Global Supply Risk Monitor proactively monitors, predicts and manages risks affecting the global services and outsourcing industry. - September 16, 2011 - Neo Group Inc.
Steve Elliott Senior VP Sales Western Canada for Mineral Fields to Present at the Alternative Investment Conference
Steve Elliott Senior VP Sales Western Canada for Mineral Fields/Pathway Asset Management and Energy Fields will be speaking at the Alternative Investment Conference this Saturday in Calgary. Steve will discuss the benefits of Flow-Through shares. - September 15, 2011 - Enquirica Research
Kohler Commodities Announces Enhancements to Its Trading Software and Customer Service
Kohler Commodities, has announced a number of enhancements to its range and to its customer support. - September 12, 2011 - Kohler Commodities
Demography is Destiny: Why America Will Remain the Most Successful Nation on Earth
While pundits are busy forecasting the decline of America, author Joel Kotkin believes the demographic trajectory of the United States will secure her standing as the “most affluent, culturally rich and successful nation in human history.” In his book The Next Hundred Million: America... - September 11, 2011 - Enquirica Research