The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

Investment 64

Investment Investors Asset Management Sale 64

Global Newswire by Notified: M&A

JANUARY 30, 2025

Combined Entity Will be Managed by Sierra Crest Investment Management, LLC, an Affiliate of BC Partners Advisors L.P. Companies to Host a Joint Conference.

Finance 40

Finance Finance Corporation Investment Manager 40

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. Mike was building an investment team and process focused on idea generation and creative structuring. What does your role involve?

Funds 59

Funds Capital Capital Market S&P 59

Global Banking & Finance

AUGUST 8, 2024

Ardhendu Sekhar Nanda is a renowned Fintech expert in Treasury data services, Treasury management and Market data, boasting two decades of extensive experience in the financial services and technology sectors. He has played a pivotal role in global corporations in successfully implementing Fintech solutions across various banking verticals.

Investment Manager 40

Investment Manager Management Financial Services Trading 40

The TRADE

SEPTEMBER 10, 2024

The development has enabled six investors to follow-on from their original investment and four additional investors to join the group of firms with a stake in FINBOURNE. FINBOURNE provides investment management solutions and a cloud-native data management platform.

Funds 64

Funds Financial Services Investors Investment Banking 64

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee. MILWAUKEE, WI. – Griffin Oleszczuk, J.D., Noah holds a B.B.A

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Global Newswire by Notified: M&A

JULY 30, 2024

TORONTO and LAVAL, Quebec, July 30, 2024 (GLOBE NEWSWIRE) -- Global diversified professional services and investment management company, Colliers (NASDAQ, TSX: CIGI), announced today it has completed its previously announced acquisition of a controlling interest of Englobe Corporation (“Englobe”), a leading Canadian multi-discipline engineering, environmental (..)

Acquisitions 45

Acquisitions Professional Services Engineering Investment Manager 45

Global Newswire by Notified: M&A

JULY 30, 2024

VICTORIA (BC), LONDON & NEW YORK, July 30, 2024 (GLOBE NEWSWIRE) -- British Columbia Investment Management Corporation (“BCI”), one of Canada’s largest institutional investors, today announced it has entered into a definitive agreement with Arctos Partners (“Arctos”), a private investment firm, to sell its majority stake in Hayfin Capital Management (..)

Asset Management 40

Asset Management Investment Manager Management Funds 40

Benchmark International

AUGUST 4, 2023

Family offices is a private wealth management firm established by an ultra-high-net-worth family. They provide that family personalized services, including investment management, financial planning, estate and tax planning, and more.

Investment Manager 52

Investment Manager Management Investment Mergers and Acquisitions 52

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The move comes as Franklin seeks to increase its assets under management and expand on its presence in other sectors. stake in the company.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. It accounts for three major business activities in which cash is exchanged, i.e., operating, investing, and financing. The operating activities include everyday business cash transactions.

Accountant 98

Accountant Finance Finance Profitability 98

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

FEBRUARY 6, 2024

ICE TMC offers execution of: mortgage-backed securities; certificates of deposit; and corporate, government, municipal, and agency bonds. Tigress is the industry’s only certified disabled and women-owned financial services firm with a network of dealers and investment managers.

Financial Services 59

Financial Services Trading Investment Manager Investment 59

The TRADE

JANUARY 31, 2024

It’s the non-cleared flow, the bilateral settlement piece, where there are still challenges, Wotton said.

Trading 59

Trading Broker Investment Manager Investment 59

The TRADE

JULY 4, 2023

Brazilian investment fund manager Ace Capital has selected Bloomberg Vault to help it archive and monitor its electronic communications. The offering from Bloomberg allows firms to capture all relevant messages from Bloomberg Messages (MSG) and Instant Bloomberg (IB) as well as corporate email, social media and chat platforms.

Electronics 64

Electronics Capital Trading Management 64

The TRADE

SEPTEMBER 27, 2023

Brian Steele has been appointed president of clearing and securities services at the Depositary Trust and Clearing Corporation (DTCC), set to leverage his two decades of experience in clearance, settlement and middle office operations.

Securities 69

Securities Management Trading Investment Manager 69

The TRADE

SEPTEMBER 20, 2023

Earlier this week, The Depository Trust & Clearing Corporation (DTCC) revealed that 350 investment managers are now leveraging CTM’s automated trade affirmation capabilities to accelerate the post-trade lifecycle, as firms prepare for the US move to T+1 trade settlement.

Trading 59

Trading Investment Manager Broker Management 59

The TRADE

SEPTEMBER 19, 2023

The D epository Trust & Clearing Corporation (DTCC) has revealed that 350 Investment managers are now leveraging CTM’s automated trade affirmation capabilities to accelerate the post-trade lifecycle, as firms prepare for the US move to T+1 trade settlement.

Trading 59

Trading Broker Investment Manager Management 59

The TRADE

JULY 7, 2023

Cathay Life is expected to own a minority share of 16.75% of the share capital of Generali Investments Holding at closing, subject to customary closing adjustments. In the same week, hedge fund Lansdowne Partners announced its plan to acquire UK equity investment manager, Crux Asset Management, dependent on regulatory approval.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

The TRADE

JUNE 20, 2023

The treasury offering adds to Bloomberg’s existing D&I dealer programme, which was introduced in 2017 with boutique investment bank CastleOak Securities. The launch CastleOak’s US corporate bond electronic trading platform, DirectPool, which provides all-to-all services for clients, was supported by Bloomberg.

Broker 64

Broker Trading Electronics Boutique 64

The TRADE

FEBRUARY 14, 2024

Goldman Sachs has achieved improvements in enhancing trade settlement efficiency through the use of Depository Trust and Clearing Corporation (DTCC)’s Central Trade Matching (CTM)’s Match to Instruct (M2i) workflow. M2i is core to this objective.”

Trading 52

Trading Investment Manager Management Financial Services 52

The TRADE

JUNE 19, 2023

As part of the new system-wide exploratory scenario (SWES) exercise, participants including major banks, hedge funds, asset managers and pension funds will be asked to evaluate the impact of “severe but plausible” stress including what actions they might individually take in that scenario, with a focus on the UK markets.

Banking 52

Banking Bank Asset Management Funds 52

The TRADE

JULY 12, 2023

Broadridge Financial Solutions subsidiary LTX has integrated with BlackRock’s end-to-end investment management and operations platform Aladdin as part of the next phase of the pair’s multi-year partnership.

Trading 52

Trading Investment Manager Corporation Management 52

The Risk Arbitrage Report

OCTOBER 16, 2022

Taylor Maritime Investments Limited to acquire Grindrod Shipping Holdings Ltd Com (GRIN). Closed Deals: • Elliott Investment Management & Brookfield Business Partners completes acquisition of Nielsen Hldgs Plc Csh Mrg $28.00/Sh Nikola Corporation Com (NKLA) completes acquisition of Romeo Power Inc Com (RMO). .

Acquisitions 40

Acquisitions Medical Investment Manager Corporation 40

The New York Times: Banking

FEBRUARY 19, 2024

Financial giants were already trimming their climate pledges amid Republican attacks. Then came concerns about legal risks.

Investment Manager 145

Investment Manager Financial Institution Corporation Management 145

The Risk Arbitrage Report

OCTOBER 2, 2022

. • Vista Equity Partners & Elliott Investment Management completes acquisition of Citrix Systems Inc Csh Mrg @$104/Sh 9/30/22 (CTXS). Prologis Inc Com Usd0.01 (PLD) completes acquisition of Duke Realty Corporation.475:1 Cbtx Inc Com (CBTX) completes acquisition of Allegiance Bancsha 1.4184:1 Exc 10/3/22 12481V104 (ABTX).

Private Equity 40

Private Equity Acquisitions Investment Manager Food 40

Growth Business

JUNE 29, 2023

Keep information at the absolute minimum level that is sufficient to make an impact,” Alastair Moore, an investment manager at Par Equity says. They do not start thinking about the company pitching for their investment. Numbers are particularly easy to confuse and critical to any investment decision. This is time wasted.

Business 98

Business Investors IT Investment 98

The TRADE

OCTOBER 27, 2023

Broadridge, LTX Broadridge Financial Solutions subsidiary LTX has made strides over the last 12 months in its mission is to further electronify the corporate bond market. In July, LTX integrated with BlackRock’s end-to-end investment management and operations platform Aladdin as part of the next phase of the pair’s multi-year partnership.

Trading 59

Trading Management Book-building Electronics 59

Peak Frameworks

AUGUST 24, 2023

There are different types of brokerages, each offering varying levels of service: Full-service brokerages provide a range of services including investment advice, research, and retirement planning, such as Merrill Lynch. Variety of investment options. Discount brokerages offer fewer services but at a lower cost.

IT 52

IT Trading Accountant Investors 52

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.

Trading 52

Trading Asset Management Equities Management 52

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

Cooley M&A

JANUARY 20, 2022

With ever-increasing pressure to protect data in remote work environments, acquirers urgently invested in cybersecurity solutions. In August 2021, litigation was filed in federal court claiming that SPACs are “investment companies” that should be registered under the Investment Advisers Act of 1940. Greener pastures ahead?

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

JD Supra: Mergers

FEBRUARY 5, 2025

Updated Principles of Remuneration - On the 9 October 2024, the Investment Association (IA), a trade body for UK investment managers, published the Principles of Remuneration (the Principles). IA members are significant investors in UK listed companies and are as investors, responsible for 9.1trillion assets under management.

Government 177

Government Corporation Investment Manager Investors 177

The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

NOVEMBER 20, 2024

Elsewhere within the buy-side category, Balyasny Asset Management took home the award for Trading Desk of the Year, while T. Rounding up the buy-side awards, Glenmede Investment Management’s Melissa Hinmon, was honoured with the Buy-Side Market Structure Expert of the Year award. We look forward to future years!

Trading 64

Trading Asset Management Capital Market Capital 64