Representative Clients and Media Results
WTB&A represents portfolio managers, analysts and executives who are thought leaders in their industries and provide articulate and insightful commentary. Products span mutual funds, institutional products and alternative investment vehicles including global macro strategies, hedge funds and funds of hedge funds. Asset classes include global equity and global fixed income, derivatives, futures, CBOs and REITs.
Although our core specialization is financial services firms, we also work with emerging growth companies and Fortune 500 corporations. Additionally, we have experience with representation of authors and book publicity.
Please see below for a summary of recent media highlights and placements for WTB&A's clients.
The head of emering markets equities at a global asset management firm was quoted in an a Bloomberg article regarding South Korean equities.
The managing director for global equtiies at a global investment firm offering equities, fixed income, and private market strategies for institutional investors, was quoted in a Pensions & Investments article regarding value-driven investments.
The portfolio manager of an all cap dividend strategy was quoted in a Barron's feature article.
The managing director for fixed income at an asset management firm was quoted about the high yield market in a GlobalCapital article.
The managing director of private markets for an asset management firm spoke to Pensions & Investments about the outlook for private equity.
The CEO of an independent investment management firm specializing in mortgage securities and other asset-backed investments was quoted in The Wall Street Journal.
The portfolio manager for an emerging markets debt strategy was quoted in a Bloomberg article about investor sentiment.
The portfolio manager for a diversified equity strategy was quoted in a Bloomberg article about the impact of the tax bill on the markets.
The managing director of global equities at an asset management firm was featured in a Pensions & Investments video regarding factor investing.
The portfolio manager for an emerging markets equities strategy was quoted in a Bloomberg article.
The managing director of private markets for an asset management firm spoke to Pensions & Investments about sales models.
The sector specialist for a firm specializing in mortgage backed securities was quoted in a Financial Times article about the retail sector and CMBS.
The managing director for fixed income at an asset management firm participated in a Bloomberg survey regarding global investment opportunity.
The senior portfolio manager for emerging markets debt of an asset management firm was quoted in The Wall Street Journal regarding Venezuelan bonds. His comments were subsequently picked up by Vanity Fair.
The director of equities at a large asset management firm was quoted in USA Today regarding earnings performance.
The CEO of an investment management firm specializing in MBS and ABS investments was featured on CNBC's Futures Now.
The portfolio manager of a dividend stock strategy was featured in Barron's regarding his unique approach to dividend stock selection.
The director of equities at an asset management firm was quoted in the Wall Street Journal regarding US economic data.
A portfolio manager for a large cap strategy was quoted in CNNMoney about the stock market rally.
A fixed income portfolio manager was quoted in Bloomberg story regarding a Microsoft bond deal.
The managing director of a private equity team was quoted regarding the outlook for private equity.
A trader at an investment management firm specializing in MBS and ABS investments was quoted in the Financial Times.
A portfolio manager focused on emering market debt, was quoted in the Wall Street Journal.
The CIO of a family of equity and bond funds was quoted in Investor's Business Daily.
The head of an independent investment management firm specializing in MBS and ABS investments, appeared on CNBC's Halftime Report.
The head of fixed income for an independent active investment management firm was featured in a Barron's article.
The chief investment officer of an asset management firm was quoted in a Bloomberg story.
The CEO of an independent investment management firm specializing in mortgage securities and other asset-backed investments appeared on CNBC's Squawk on the Street.
The CEO of a firm specializing in in residential and commercial mortgage-backed securities was quoted in Pensions & Investments.
The Chief Economist of an independent active investment management firm that manages long-only equity and fixed income strategies, as well as single hedge funds and funds of hedge funds appeared on Bloomberg GO.
A large cap portfolio manager at an asset manager firm spoke to Barron's.
The fund manager of a global markets mutual fund was quoted in a MarketWatch article.
The CEO of an investment management firm specializing in residential and commercial mortgage-backed securities was quoted in Barron's.
A senior portfolio manager of an emerging market debt portfolio was featured in the Wall Street Journal.
The portfolio manager of a real estate strategy at an asset management firm was quoted in a Pensions & Investments article regarding REITs.
A large cap portfolio manager of an institutional asset management firm offering both equity and fixed income solutions, was interviewed by the BBC regarding "cord cutting" and the downturn in media stocks.
The chief investment officer of an asset management firm was interviewed live in two segments on Bloomberg TV's "Market Makers" program.
http://bloom.bg/1ORstjz and http://bloom.bg/1MAdCvI
The chief market strategist of an independent investment advisory consulting firm and a portfolio manager of a global equities fund were quoted in a CNNMoney article regarding investing abroad.
Institutional Investor's Alpha magazine quoted a portfolio manager responsible for event driven and US equity investments in a piece regarding investing in long-short equities.
Hedge Fund Intelligence's Absolute Return, quoted a portfolio manager of alternative investments in an article regarding 1st Quarter 2015 hedge fund performance.
The chief investment officer of an asset management firm was quoted in Newsweek regarding the difference between the Nasdaq highs of today versus those of 2000.
The chief market strategist of an institutional advisory firm was quoted in a CNNMoney article regarding China's investment in Latin America.
The portfolio manager of an unconstrained bond strategy was quoted in a Bloomberg article regarding demand for higher-yielding assets.
The author of a personal finance book and Wall Street Journal columnist appeared on CNBC's Closing Bell.
The Chief Investment Officer of a suite of mutual funds was quoted in The New York Times regarding Q4 2014 earnings.
A small-cap portfolio manager at an asset management firm was quoted in USA Today in an article looking back at small-cap performance in 2014 and expectations for small-caps looking ahead.
A portoflio manager and chief investment officer of a mutual funds manager was an exclusive guest on MarketWatch’s "MoneyLife with Chuck Jaffe" broadcast radio show.
The portfolio manager of an Unconstrained Bond Strategy was quoted in The Wall Street Journal regarding government bonds.
The chief investment officer and portfolio manager of an asset management firm was quoted in Barron's regarding his market outlook.
The portfolio manager of a technology-focused fund was interviewed on CNBC's "Closing Bell" program regarding Facebook's 2nd Quarter earnings.
An investment director and fixed income portfolio manager was quoted in two separate Pensions & Investments articles, including a feature piece on "Alternatives to Fixed Income."
A fixed income portfolio manager was quoted and his Treasury Fund was mentioned in two separate MarketWatch articles following the monthly FOMC Minutes announcement.
The chief investment officer and portfolio manager of an asset management firm was quoted in an Investor's Business Daily article quarterly mutual fund wrap and outlook feature.
Results of a co-branded defined contributions survey developed by an independent investment advisory firm were featured in Pensions & Investments. The firm was also quoted in two companion articles featured with the survey.
A portfolio manager was quoted regarding convertible bonds and the firm's investment strategy was mentioned in a Wall Street Journal article regarding Treasurys and investing in a rising rate environment.
A partner and head of manager research at an investment advisory firm was quoted in a FTSE Global Markets article about the bounce back of hedge funds and interest among institutional investors.
An independent, active asset management firm's managing director and portfolio managers were quoted and the firm's Unconstrained Bond Fund was featured in an Opalesque article regarding the case for unconstrained funds.
Executives from an investment advisory firm were quoted and an infographic developed by the firm was prominently featured in a special issue of aiCIO Magazine focused on Liability Driven Investments (LDI).
An investment director specializing in investing in the technology sector was quoted in a Reuters story regarding the Twitter IPO.
The CEO and the director of allocation research at an investment advisory firm were quoted in a Pensions & Investments article regarding pension buyouts.
An independent, active asset manager's portfolio manager and the firm's drawdown parity strategy were featured in a profile in Institutional Investor.
The CEO and partner of an investment advisory firm was featured among the top 25 consulting industry professionals in aiCIO’s "The Knowledge Brokers: Movers and Shakers Edition."
A portfolio manager and head of custom portfolio solutions for alternative investments was featured with his photo in a “Spotlight” Q&A feature in Bloomberg BRIEF – Europe Hedge Funds.
MarketWatch included comments from the portfolio manager of an Unconstrained Bond Strategy regarding his outlook for Treasurys.
A lead portfolio manager was quoted and the firm's fund was featured in a Financial Advisor Magazine article regarding dividend funds.
Reuters TV interviewed the President and Chief Investment Officer of an issuer of commodities ETFs in a feature on investing in corn and other agricultural commodities.
The CEO of an investment advisory firm was quoted in a Pensions & Investments story about consultants expanding into Asia.
A financial advisor and market strategist participated in a broadcast interview for a market outlook segment on BNN.
The introduction of a "corn clock" by the first company to introduce single agricultural commodity ETPs was featured in an article on MarketWatch.com.
A portfolio manager of a global investment firm was quoted by the print and online version of the Wall Street Journal.
A CIO of a one of the largest independent global investment firms was quoted by the AP. The story was picked up by many outlets, including Yahoo Finance.
A portfolio manager of a fund of hedge funds was featured in a 2013 Outlook feature in Hedge Funds Review.
The flagship fun of the first company to introduce single agricultural commodity ETPs was featued in an article on best commodities plays in The Wall Street Journal.
Coverage of an invesment advisory consulting firm's white paper on liability-driven investment strategies ran in PlanSponsor.
A Raymond James top 50 advisor appeared on Fox Business to give his stock picks.
An investment manager and tech sector expert for a fund of funds appeared on CNBC to discuss the Facebook IPO.
Fox Business and Bloomberg TV quoted the CIO of a series of pure play single agricultural commodity second-generation ETFs regarding the USDA's reprojected yields, given the on-going drought.
A portfolio manager of a fund of hedge funds was quoted by Reuters about the ideal entry point for Facebook shares.
Pensions & Investments and Investment News quoted a partner at an institutional investment firm about how equity managers are re-inventing themselves.
A co-branded survey which WTB&A participated in developing, was featured in Pensions & Investments.
The CEO of an investment advisory consulting firm spoke with Institutional Investor'sFran Denmark.
A co-founder of the first company to introduce single agricultural commodity ETPs was featued on TheStreet.com to discuss the firm's new product.
The CEO of an institutional investment consulting firm spoke with Pensions & Investments about the decision to launch its discretionary consulting business.
Pensions & Investments also quoted a partner at an investment consulting firm about global tactical asset allocation changes over the last decade.
Business Week quoted an Investment Manager at an alternative asset management firm was quoted about investing in Chinese bonds.
Bloomberg News quoted the Managing Director of a series of pure play single agricultural commodity second-generation ETFs regarding the USDA's projections for US acreage.
A co-head of equity research at an institutional consulting firm was featured in a February 2012 Plan Sponsor article about investing in emerging market equities.
Pensions & Investments quoted the Head of Asset Alloacation Research at an Institutional Consulting firm about "dynamic beta management."
An investment manager at an alternative investment asset manager was quoted in The Financial Times about the outlook for hedge fund strategies for 2012.
The Chief Investment Officer of a sponsor of a family of second-generation single commodity ETPs appeared on Business News Network's (BNN) "The Street" program for a special report about investing in agricultural commodities.
The Chief Executive of a leading inter-dealer brokerage firm was quoted about the Euro-Zone crisis in Barron's.
Executives from an Institutional Consulting firm were prominently featured and named "Best In Class" in Liability Driven Investments (LDI) in a special issue of AiCIO Magazine.
A Director of of Fixed Income Investments at an Institutional Asset Manager was quoted in The Wall Street Journal about junk rated bonds of European companies.
The Wholesale Markets Brokers' Association, Americas (WMBAA), an organization made up the world's leading inter-dealer brokers held its second annual confernece in NYC, entitled, "Swap Execution Facility Conference" (SEFCON II), in which Commodities Futures Trading Commission (CFTC) Chairman, Gary Gensler, was interviewed by CNBC about regulatory reform.
A lead manager of a series of pure play single agricultural commodity second-generation ETFs was featued in a video interview on TheStreet.com discussing his firm's products.
CNBC's "Street Signs" interviewed the lead manager of a series of pure play single commodity second-generation ETFs about the lauch of recent products.
A municipal bond manger at an asset management firm was quoted in an article in The Bond Buyer about lower rated municipal credits.
A CIO of fixed income at an institutional asset management firm was quoted by Bloomberg News regarding how the treasury market was affected by the July jobs report.
The head of manager research at an institutional consulting firm was quoted in a Plan Sponsor Magazine article about growth style investing in the institutional portfolio.
FTSE Global Markets Magazine quoted a fixed income investment manager at a fund of hedge funds company about the U.S. debt ceiling crisis and global debt.
A partner at an institutional consulting firm was quoted in FundFire about concolidations and changes among consulting firms.
A business professional from a hedge fund of funds was quoted in a Hedge Fund Review article about due diligience practices
A partner at an institutional consulting firm was quoted in a Pensions & Investments article about consolidation in consulting industry.
A fixed income manager at an institutional asset management firm was quoted by Reuters about investing in China.
A Managing Director at a hedge fund of funds was quoted in an Institutional Investor article about trenfs in the fund of hedge funds industy to go along with an annual survey of the "50 largest fund of hedge funds."
A lead manager of a single commodity second-generation ETF was quoted in SmartMoney article about options for investors to invest in commodities.
A female equity portfolio manager was featuted in a streaming video on TheStreet.com about investing in mid-cap stocks.
A fixed income portfolio manager was quoted about the municipal bonds market on CNNMoney.com
An alterntive investment executive an an inter-dealer brokers was quoted in a Hedge Fund Alert article about managers unloading illiquid assets.
A hedge fund client's business executive was featured in an AR article about handling investor demands.
A municipal bond investment professional was quoted by CNNMoney.com about municipal bond fears.
The lead manager of a single-commodity ETF was featured in an article about investing in commodities in CityWire.
The lead manager of a single commodity ETF was quoted in a Wall Street Journal article about "contango" in commodities markets.
A hedge fund client was featurd in Hedge Funds Review as the recipient of the "Fund of Hedge Fund of the Decade" award.
An investment manager at a hedge fund was also featured in Hedge Funds Review article about hedge fund strategies that will be of note in 2011.
A co-portfolio manager of an asset management firm was quoted in a WashingtonPost.com article about his outlook for the markets and stock market activity.
A managing director of an asset management firm's fixed income program was featured in a Research Magazine and AdvisorOne.com article about generating income in a retirement income portfolio in a low income environment.
The lead manager of a single commodity ETF was featured in a Street.com streaming video interivews from the Schwab Impact Conference.
A managing director of an asset management firm's fixed income program appeared on Bloomberg TV's "Taking Stock" program to talk about the fixed income markets.
A mutual fund manager was quoted in Investor's Business Daily's "Monthly Mutual Fund Review" for August 2010.
Two investment managers at a global fund of hedge funds firm were featured in two separate Hedge Funds Review articles discussing global macro and event driven strategies for hedge funds.
The lead manager of a single commodity ETF was quoted Bloomberg News about projected corn stock inventories.
A fixed income investment manager was quoted by Fortune.com about the negative turn in bond market activity.
News of a a hedge fund client's mandate win is featured in Pensions & Investments.
A hedge fund client's investment manager was featured in a July 2010 Absolute Return article about the topic of seeding a start up hedge fund.
News of a new risk-arbitrage trading team at an inter-dealer broker was featured in Traders Magazine.
A client's director of fixed income was featured in an AOL Daily Finance article about credit ratings.
A managing director at a hedge fund of funds particapted in a Q&A with FINAlternatives about the future of the business.
See full article from DailyFinance: http://srph.it/dgL9mP
See full article from DailyFinance: http://srph.it/dgL9mP
A client's small cap growth and small cap value fund mangers are both featured in Dow Jones Newswires articles.
Launch of a risk arbitrage trading desk at the world's second largest inter-dealer broker was picked up by Wall Street & Technology.
The managing director of fixed income investments is featured in a 15-minute podcast with TheStreet.com.
A managing director of fixed income was quoted in The Wall Street Journal about the corporate bond market.
The head of electronic broking for an inter-dealer broker was interviewed by Bloomberg TV about proposed regulation on trading and its effect on the derivatives industry at an industry conference on Friday, April 22.
An computer hardware research analyst at a leading independent financial advisory group was quoted in Barron's.com about IBM.
A fixed income investment manager appeared on Bloomberg TV's "Taking Stock" program live to dicuss the bond market market activity on Tuesday, March 9.
The New York Times' "Deal Book" column quoted a U.S. Banks analyst regarding E*Trade.
A mid-cap growth portfolio manager provided his market oulook comments in an Associated Press article.
Traders Magazine profiled an investment advisory firm regarding the expansion of its brokerage and trading capabilities.
Hedge Funds Review quoted an Investment Manager for the multi-manager team of global financial advisory firm regarding systematic trading.
The Los Angeles Times and Investor's Business Daily quoted a U.S. Banks analyst regarding Goldman Sachs 4th Quarter 2009 earnings amid the announcement of President Obama's proposed regulatory bank plan.
A Media research analyst was interviewed by BBC Television and quoted by The New York Times regarding Time Warner Cable.
The Wall Street Journal quoted a small-cap portfolio manager regarding recent M&A activity in the small-cap sector.
A senior healthcare services research analyst participated in a live television interview regarding his outlook for the healthcare services sector and the pending healthcare legislation on Fox Business Network's "FOX Business Daytime" program with anchors, Brian Sullivan and Dagan McDowell.
The managing director of a fixed income portfolio was quoted in a WSJ.com article regarding his outlook for the bond market at year-end.
BusinessWeek Magazine quoted a senior media research analyst regarding DirecTV.
The Co-Chief Operating Officer of an asset management firm was featured in a Q&A profile in Global Investment Technology.
Barron's featured a profile of a mid-cap stock fund portfolio manager highlighting the manager's investment strategy and the outstanding performance of the fund.
The head of Alternative Investments for a leading interdealer broker was featured in Pensions & Investments in an article regarding the secondary hedge fund market.
The portfolio manager of a small-cap growth fund was interviewed by Pimm Fox on Bloomberg TV's "Taking Stock" program regarding his outlook for the small-cap investment space.
Investor's Business Daily quoted the portfolio manager of an absolute return mutual fund in a monthly mutual fund wrap-up column.
A senior vice president of institutional sales at a leading global asset management firm was quoted by Total Alternatives regarding the firm's launch of a new distressed fund of funds.
The Financial Times quoted the portfolio manager of a large-cap core mutual fund regarding his investment outlook and consumer retail stocks.
An asset management firm specializing in domestic and international aggressive growth investing received coverage in Global Money Management regarding the announcement of the firm's absolute return fund.
The executive director of an organization representing investment adviser firms was quoted by Compliance Reporter regarding industry performance standards.
News announcing a newly hired U.S. Banks research analyst at an independent financial advisory firm was covered by the Telegraph in London, among other top-tier news publiciations.
Comments from an executive director of an investment advisory professional association were included in an Investment News article regarding pending regulatory reform legislation.
A senior vice president of institutional sales at an asset management firm specializing in equity and fixed income products for retail and institutional investors was quoted in an Institutional Investor Magazine article regarding transition management services.
A research analyst from a leading independent financial advisoy group was quoted in a MarketWatch article about the possibility of Palm Inc. developing new technology devices.
A research analyst from a leading independent financial advisory group was interviewed by CNBC regarding Google.
A Technology reseach analyst from a leading independent financial advisory group participated in an interview with Bloomberg TV regarding Intel.
Managing Director for a global investment management firm specializing in alternative strategies was interviewed by FINalternatives for a "Q&A" about the firm's strict due diligence process and their avoidance of investing with Bernard Madoff. Please see below for a link to the article which discussed the firm's extensive due diligence process.
An Internet research analyst was interviewed by NPR: National Public Radio on the outlet's "Marketplace" program regarding eBay's March investor conference.
Money Magazine quoted the portfolio manager of a Fixed Income Program regarding investing in bonds.
A portfolio manager at an asset management firm specializing in equity and fixed income products for retail and institutional investors was quoted in Financial Advisor Magazine about the outlook for the mutual fund industry in 2009.
An investment manager at a global asset management firm was quoted in a profile piece on capital management firm in Absolute Return.
A Media research analyst participated in a radio interview with the BBC regarding Time Warner Cable.
Market outlook comments from the portfolio manager of a Small Cap Core Value Fund were featured in three unique articles which ran on Dow Jones Newswires and in the online and print editions of The Wall Street Journal.
A G7 Economist at an inter-dealer broker was quoted in Fortune about the global economic crisis and pending economic stimulus plans.
An analyst at a leading independent investment bank was quoted in The New York Times about Intel and the outlook for the computer hardware industry.
BusinessWeek.com and MSNBC.com quoted an assistant portfolio manager of Small and Mid Cap Growth Funds in an article regarding the potential impact of pending bankruptcies on the stock market.
A portfolio manager at an asset management firm speciallizing in equity and fixed income products for retail and institutional investors was quoted by SmartMoney.com about his outlook for the markets and reaction to the previous month's jobless claims.
An investment manager at a global investment management firm specializing in alternative strategies was quoted in Alpha Magazine's annual "Fund of Funds 50" article discussing the curent status and future of the hedge fund of funds industry.
November 24, 2008
A portfolio manager at an asset management firm for retail and institutional investors was featured in a "Manager Profile" in Investment Management Weekly about the firm's fixed income program strategy.
The Managing Director of a quant-active equity asset management firm for institutional investors was quoted in an article in The Wall Street Journal about the markets and the firm's outlook regarding the financial crisis.
A number of research analysts at a leading independent investment bank were quoted in Barrons.com's "Tech Trader Daily Blog" regarding the Internet/Technology, Computer Hardware, and Alternative Energy industries.
The Managing Director of a quant-active equity asset management firm for institutional investors was featured in an article in Pensions & Investments about unconstrained investing.
An Assistant Portfolio Manager of a Large Cap Value fund was featured in SmartMoney Magazine’s September 2008 issue in the “Face Off” column regarding Motorola.
A research analyst at a leading independent investment banking group was quoted throughout the month of August in The Wall Street Journal about the media and communications sector.
The CIO of a global macro investment advisory firm was quoted in the Financial Times about U.S. market activity and economic data.
The CIO of a global macro investment advisory firm was interviewed live on Bloomberg TV's "Final Word" program regarding his outlook for the markets.
A financial author and former Wall Street securities analyst was quoted in an article in The Washington Post about interpreting research analyst ratings.
A quant-active equity asset management firm for institutional investors was featured in an article in Plan Sponsor highlighting the firm's launch of an All Cap Core Opportunistic Strategy.
The CIO of a global macro investment advisory firm appeared on CNBC's "Closing Bell" program to dicuss the day's market drivers and activity.
The CEO of an investment advisory firm was quoted in a Pensions & Investments story about outlook for pension buyouts.
Executives from an investment advisory firm were quoted and an infographic developed by the firm was featured prominently in a special issue of aiCIO Magazine focused on Liability Driven Investments (LDI).