09/16/2019
Generational Group a Finalist for Multiple 2019 M&A Advisor Awards
“It is an honor to once again be a finalist in so many categories,” said Brenen Hofstadter, Chief M&A Officer, Generational Group.
Alternative Investments
09/16/2019
Latin America told to sort out pensions for the emerging middle class or risk unrest
The paper also suggests that without reform, a big section of the middle class could be plunged back into poverty in retirement and the societies concerned are even risking political unrest.
09/13/2019
CarVal Investors partnership to buy firm from Cargill
The three are responsible for strategic direction, investments and operations globally.
09/13/2019
Lazard Reports August 2019 Assets Under Management
The month’s AUM included market depreciation of $3.8 billion; foreign exchange depreciation of $1.8 billion and net outflows of $0.4 billion.
09/13/2019
Venture capital investment once again shows strong year-over-year growth in H1 2019
A review of the increasing trends in the Canadian market reveals that VC investment in Canada is very robust and showing virtually no signs of slowing down.
09/12/2019
Blackstone Announces $20.5 Billion Final Close for Latest Global Real Estate Fund
We are grateful to our investors for their ongoing support and look forward to putting this capital to work on their behalf.
09/11/2019
Austin Investment Property and Wealth Management Startup Raises $6M
The additional capital allows us to expand the Realized platform to serve more families, planning-centric investment advisors, CPAs, and attorneys seeking to deliver value to their clients considering 1031 exchanges.
09/11/2019
Ongoing War for Talent Drove Three Quarters of U.S. Employers to Increase Pay and More than Half to Enhance Medical Benefits
Employer goals for employee communications include ensuring the workforce understands their benefits and how to use them
09/11/2019
Lincoln Financial Group’s Will Fuller Named Industry Champion
The award honors individuals who work to enhance retirement security in the United States through advocacy, communication, education and other initiatives that help Americans plan for and protect their income in retirement.
09/09/2019
Arthur J. Gallagher & Co. acquires insurance agency
Pete, Martha and their associates will continue to operate from their current location under the direction of Jeff Saunders, head of Gallagher's U.S. personal lines operations.
09/05/2019
Capital Counsel Awarded Top Guns Designation in Seven Categories
Capital Counsel manages concentrated portfolios of large-cap and mid-cap companies based in the U.S., or with large U.S. operations.
09/05/2019
Waratah Capital Launches Liquid Alternative Mutual Fund
The Waratah Alternative Equity Income Fund is a long biased actively managed portfolio of North American equities, with a focus on Canada.
09/05/2019
Arthur J. Gallagher & Co. Acquires RGA Group
Founded in 2001, the companies comprising RGA Group specialize in coverages for private and professional landlords and real estate portfolio owners
09/05/2019
Nuveen courts global investors as US multifamily fund reaches $840m
The intention was, he said, for the fund to be included in the NFI-ODCE, an index that tracks large, open-ended core real estate funds in the US.
09/05/2019
Kudu makes minority investment in alternatives manager EJF Capital
Kudu's investment in EJF will not affect the firm's day-to-day operations or its investment and decision-making processes, the news release said.
09/05/2019
GCM Grosvenor Receives Top Rating from PRI
The PRI assessed GCM Grosvenor based on questionnaire responses on a range of ESG and responsible investing topics.
09/05/2019
Kestra Financial Welcomes Moore Wealth Management and Abundance
Recruitment momentum continues with latest firms to join Kestra Financial
09/05/2019
Wealth Management Firm Royal Harbor Partners Launches in Houston, Texas
Industry veterans and Texas natives combine forces to provide financial and advisory services to local families and business owners
09/03/2019
How a More than $50 Billion Bet Boosted CalPERS Returns
A large move into equity factor investing was key for largest US pension.
09/03/2019
Investcorp Finalizes Majority Interest Acquisition of CM Investment Partners
The transaction was first announced in June 2019