EVENT FEATURES KEYNOTE BY CRAIG SHEPHERD, SENIOR MD, BLACKSTONE LIFE SCIENCES ROYALTY AND CREDIT FUND H.C. Wainwright & Co., LLC, a full-service investment bank dedicated to providing corporate finance, strategic advisory, and equity research coverage to public and private companies…
Charles Schwab today kicked off the second annual National Investing Day, bringing together organizations from the financial industry and nonprofit community to participate in the day dedicated to investor education and empowerment. National Investing Day is grounded in a simple…
KBRA announced a companywide policy prohibiting employee participation in prediction markets and event contracts, citing the regulatory, compliance, and reputational risks associated with these rapidly evolving platforms. KBRA employees are prohibited from participating in prediction markets and event contracts, including…
Appointees bring decades of experience leading fintech and enterprise software companies and serving community financial institutions Following its recent acquisition by Centerbridge Partners and Silversmith Partners, MeridianLink, Inc., a leading provider of digital lending and data-driven decisioning solutions, has announced the appointment of six…
Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO). “GFO is dedicated to supporting families who have worked diligently to create lasting legacies, and they deserve an investment strategy that matches their…
The merger of Nuveen Missouri Quality Municipal Income Fund (NYSE:NOM), Nuveen New Jersey Quality Municipal Income Fund (NYSE: NXJ) and Nuveen Pennsylvania Quality Municipal Income Fund (NYSE: NQP) into Nuveen Municipal High Income Opportunity Fund (NYSE: NMZ) was successfully completed…
Acquisition expands First Eagle’s footprint in traditional fixed income while complementing existing equity franchises. First Eagle Investments (“First Eagle”) today announced that it has completed the previously announced acquisition of Diamond Hill Investment Group, Inc. (Nasdaq: DHIL) (“Diamond Hill” or…
BTIG announced today that Doug Harter has joined the firm as a Managing Director and Mortgage and Specialty Finance Analyst within BTIG’s Research and Strategy team. Most recently, Mr. Harter was an Executive Director covering the Mortgage Finance and Business Development…
Soteris Private Wealth has launched an independent advisory firm focused on delivering disciplined planning and objective advice to help individuals and families preserve wealth, live with confidence, and shape an enduring legacy. The name “Soteris” – derived from an ancient…
NFTYDoor, an end-to-end platform for unlocking the $21 trillion in tappable home equity, announced that it is now operating as a fully independent company. This transition enables NFTYDoor to better serve its core partner channels through a significant expansion of…
Marathon Asset Management, a leading global credit manager, today announced that Murad Khaled has joined the firm as a Managing Director, where he will serve as a lead originator across ABL and DL in Europe, reporting to Alex Howell, Head…
BTG Pactual Global Alternatives, a US$10.9 billion division of BTG Pactual focused on specialized alternative investments across the U.S. and Latin America, has announced the appointments of Vincent Ingato as Senior Portfolio Manager and Brian O’Leary as Co-Head of Research…
