Search Results for: Portfolio Managers

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Trading

LiquidityBook Taps Cash Lafferty to Head Business Development on West Coast

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced the hire of Cash Lafferty as Head of Business Development – West Coast. Based in California, Mr. Lafferty will oversee all sales activities in major West Coast markets including San Francisco and Los Angeles. With 20......
Business News

European Private Equity Activity Drops Sharply in Q2 2020 Amid COVID-19 Uncertainty

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, today released its Q2 2020 European Private Equity Breakdown, which found European private equity (PE) deals and fundraising sharply declined through the first half of the year. As the COVID-19 crisis unfolded, lenders concentrated on existing loans, sellers tabled......
Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running
Artificial Intelligence Fintech News

Qontigo Selected by NYSE to Power Actively Managed, Semi-Transparent ETF Offering

Fintech News Desk
by Fintech News Desk0
Two Actively Managed ETFs from American Century Launched Today on NYSE Arca Qontigo announced today that the New York Stock Exchange (NYSE) has deployed Qontigo’s best-in-class proxy portfolio solution to enable the launch of the first actively managed, semi-transparent ETFs on NYSE Arca. The NYSE’s Actively Managed Solution (NYSE AMS)......
Phoenix American Releases White Paper on the Impacts of the COVID-19 Pandemic Crisis on Venture Capital and 2020 Outlook for the Industry
Fintech Fintech Funding Investment Services News

Phoenix American Releases White Paper on the Impacts of the COVID-19 Pandemic Crisis on Venture Capital and 2020 Outlook for the Industry

Fintech News Desk
by Fintech News Desk0
Report Provides Insights and Data on Fundraising, Investment Opportunities and Considerations for VCs and Startups Going Forward  Phoenix American, a full-service fund administration provider for alternative investment funds, has published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19:......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Business Fintech Fintech Funding

Qualis Capital Announces Strategic Partnership With WealthShield And Wealth Advisor Growth Network

Fintech News Desk
by Fintech News Desk0
Qualis Capital LLC today announced their strategic partnership to be the exclusive alternative investment solution for both WealthShield and Wealth Advisor Growth Network (WAGN).  With technology being a key component in every day business, and the need for access to quality alternative investments in the High Net Worth community on......
US Private Equity Activity Slows in Q2 2020 As Global Economies Struggle Through COVID-19 Pandemic
Fintech Fintech Funding News

US Private Equity Activity Slows in Q2 2020 As Global Economies Struggle Through COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, today released its 2Q 2020 US Private Equity Breakdown, which found the velocity of US PE investment activity further diminished in Q2 2020 as dealmakers felt the impact of the coronavirus pandemic. In fact, many GPs sought to pull......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech Investment Services News

DC Capital Partners Makes Strategic Investment in Revenue Solutions, Inc.

Fintech News Desk
by Fintech News Desk0
Revenue Solutions, a leading provider of technology-enabled public sector tax processing and compliance software solutions, announced a significant strategic investment by an affiliate of DC Capital Partners Management, LP (“DC Capital”), a private equity investment firm focused on Government and Technology related investments. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
by Fintech News Desk0
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
LiquidityBook Hires Chris Junge to Lead Client Support Team
Fintech News Trading

LiquidityBook Hires Chris Junge to Lead Client Support Team

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced the hire of Chris Junge as Vice President of Customer Success. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync Mr. Junge will oversee all aspects of the customer support process, working closely with the product......
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