Tag : Investment Management

Arena Investors And Kai Investments Announce $100 Million Joint Venture
Investments News

Arena Investors And Kai Investments Announce $100 Million Joint Venture

Fintech News Desk
Arena Investors, LP (“Arena”), a $2.6 billion institutional asset manager, and Kai Investment Management (“Kai”), a specialist private debt investment firm based in Singapore, announced that they have established a joint venture with initial capacity to deploy up to $100 million in South East Asian corporate credit special situation opportunities. The strategic partnership between......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Chesapeake Utilities Corporation Appoints Noah Russell Assistant Vice President and Assistant Treasurer
Fintech Investments News

Chesapeake Utilities Corporation Appoints Noah Russell Assistant Vice President and Assistant Treasurer

Fintech News Desk
Thomas Mahn to Retire as Vice President and Treasurer Chesapeake Utilities Corporation announces the appointment of Noah Russell, CPA, as assistant vice president and assistant treasurer. This appointment follows the retirement announcement of Thomas Mahn, current vice president and treasurer, effective Dec. 31. Russell has almost two decades of leadership experience across multiple areas......
dv01 Expands Data Transparency in US Residential Mortgage Loans via New Partnership with Invictus Capital Partners
Fintech Investments Mortgage News

dv01 Expands Data Transparency in US Residential Mortgage Loans via New Partnership with Invictus Capital Partners

Fintech News Desk
– dv01 has signed Invictus Capital Partners as Loan Data Agent client – 19 VERUS Securitization Trust transactions, totaling $8.6 billion, are now available on the dv01 platform  dv01, a leading capital markets fintech company driving technological innovation and loan-level transparency in structured finance, announced a strategic partnership with Invictus......
North Rock Capital Personalizes Digital Office with Glue42
Investments News

North Rock Capital Personalizes Digital Office with Glue42

Fintech News Desk
Global, multi-manager firm’s blueprint for next-generation trading and portfolio management platform will see improved and simplified user experience, further priming its portfolio managers for industry renaissance North Rock Capital, an investment management firm built upon a global multi-manager investment platform, has selected Glue42, the company that delivers integrated desktop experiences to financial......
Krissy Davis Named Leader of Deloitte's US Investment Management Sector
Investments News Risk Management

Krissy Davis Named Leader of Deloitte’s US Investment Management Sector

Fintech News Desk
Davis, a 24-year Deloitte veteran, is the first woman to lead this key sector serving more than 90% of global Fortune 500 financial services companies Deloitte announced that Krissy Davis has been named the leader of its U.S. investment management sector, a key strategic area that serves nine out of 10......
Chris Shepler Joins FTC as VP & Investment Officer
Finance Investments News

Chris Shepler Joins FTC as VP & Investment Officer

Fintech News Desk
Fiduciary Trust Company, an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler, CFA, as a Vice President & Investment Officer. “We are very pleased to have Chris join our team at Fiduciary Trust” Shepler brings over 25 years......
American Equity to Partner with World-Class Investment Managers For Core Fixed Income Investing
Investments News

American Equity to Partner with World-Class Investment Managers For Core Fixed Income Investing

Fintech News Desk
Decision Allows Company to Focus on Private Asset Investments American Equity Investment Life Holding Company announced it will partner with BlackRock and Conning, two world-class leaders for core fixed income and syndicated private placement investments. The transitions to these two managers will be initiated in the fourth quarter. “We look......
Guggenheim Securities Expands Technology Investment Banking Practice With the Addition of Tyler Dewing in Boston
Banking Investments News

Guggenheim Securities Expands Technology Investment Banking Practice With the Addition of Tyler Dewing in Boston

Fintech News Desk
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that it has expanded its Technology Investment Banking Practice with the addition of Tyler Dewing in Boston. Mr. Dewing joins the firm as a Senior Managing Director with a focus on covering growing software, payments, and data......