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.

 

April

The CEO of an investment management firm specializing in MBS and ABS investments was featured on CNBC's Futures Now

http://cnb.cx/2pcZQY5

 

The portfolio manager of a dividend stock strategy was featured in Barron's regarding his unique approach to dividend stock selection.  

http://bit.ly/2p0WQ4f

 

March

The director of equities at an asset management firm was quoted in the Wall Street Journal regarding US economic data.

http://on.wsj.com/2oJvTRM

 

February

A portfolio manager for a large cap strategy was quoted in CNNMoney about the stock market rally.

http://cnnmon.ie/2oFlZB6

 

January

A fixed income portfolio manager was quoted in Bloomberg story regarding a Microsoft bond deal.  

http://bloom.bg/2kataMF

 

December

The managing director of a private equity team was quoted regarding the outlook for private equity.  

http://bit.ly/2hgOyN4

 

November

A trader at an investment management firm specializing in MBS and ABS investments was quoted in the Financial Times.

http://on.ft.com/2f9L26Y

 

October 2016

A portfolio manager focused on emering market debt, was quoted in the Wall Street Journal

http://on.wsj.com/2dLDwOz

 

September 2016

The CIO of a family of equity and bond funds was quoted in Investor's Business Daily.  

http://bit.ly/2dWrLau

 

August 2016

The head of an independent investment management firm specializing in MBS and ABS investments, appeared on CNBC's Halftime Report.

cnb.cx/2ctapQn

 

July 2016

​The head of fixed income for an independent active investment management firm was featured in a Barron's article.

http://on.barrons.com/2bN4Ofm

 

June 2016

The chief investment officer of an asset management firm was quoted in a Bloomberg story.  

http://bloom.bg/2bgKoCs

May 2016

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.​

http://cnb.cx/2bePkYt

 

April 2016

The CEO  of a firm specializing in  in residential and commercial mortgage-backed securities was quoted in Pensions & Investments

http://bit.ly/1VxV8AQ

 

March 2016

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.

http://bloom.bg/1Tt8Dyb

 

February 2016

A large cap portfolio manager at an asset manager firm spoke to Barron's.

http://bit.ly/231oAhD

 

January 2016

The fund manager of a global markets mutual fund was quoted in a MarketWatch article.

http://on.mktw.net/1l3o9nt

 

December 2015

The CEO of an investment management firm specializing in residential and commercial mortgage-backed securities was quoted in Barron's.

http://bit.ly/1mZOftx

 

November 2015

A senior portfolio manager of an emerging market debt portfolio was featured in the Wall Street Journal.

http://on.wsj.com/1OrA1IC 

 

September 2015

 

The portfolio manager of a real estate strategy at an asset management firm was quoted in a Pensions & Investments article regarding REITs.  

http://bit.ly/1l7hh8G

August 2015

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.  

http://bbc.in/1Zv9vZe


July 2015

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


June 2015

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.

http://cnnmon.ie/1K1Nyap


 

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.

http://bit.ly/1focY6X

 

May 2015

Hedge Fund Intelligence's Absolute Return, quoted a portfolio manager of alternative investments in an article regarding 1st Quarter 2015 hedge fund performance. 

http://bit.ly/1HZTaNM

 

April 2015

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.

http://bit.ly/1OINWyS

 

March 2015

The chief market strategist of an institutional advisory firm was quoted in a CNNMoney article regarding China's investment in Latin America. 

http://cnnmon.ie/1Nj56z2

 

February 2015


The portfolio manager of an unconstrained bond strategy was quoted in a Bloomberg article regarding demand for higher-yielding assets.

http://bloom.bg/1EJ6EvQ 

 

January 2015

The author of a personal finance book and Wall Street Journal columnist appeared on CNBC's Closing Bell.

http://nbcnews.to/18Co0BS

 

NYTLogo

The Chief Investment Officer of a suite of mutual funds was quoted in The New York Times regarding Q4 2014 earnings.

http://nyti.ms/1Al1F7D
 

December 2014

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.

http://usat.ly/1CTr1c7  

November 2014

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. 

http://bit.ly/1zyHDoK  


October 2014

 

September 2014

The portfolio manager of an Unconstrained Bond Strategy was quoted in The Wall Street Journal regarding government bonds.

 

August 2014
 

The chief investment officer and portfolio manager of an asset management firm was quoted in Barron's regarding his market outlook.

 

July 2014



June 2014

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."

 

May 2014

A fixed income portfolio manager was quoted and his Treasury Fund was mentioned in two separate MarketWatch articles following the monthly FOMC Minutes announcement.

 

April 2014


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.

http://bit.ly/1jHB6kC

 

March 2014

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.

http://bit.ly/1i8pz83


February 2014

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.

 http://on.wsj.com/1bSKQWe

January 2014

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.

http://bit.ly/1fe4F60

 

December 2013
 

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.

http://bit.ly/1iYGkov

 

November 2013

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).

http://bit.ly/1f7JqEE

 

An investment director specializing in investing in the technology sector was quoted in a Reuters story regarding the Twitter IPO.

http://reut.rs/1cBwZkJ



October 2013



The CEO and the director of allocation research at an investment advisory firm were quoted in a Pensions & Investments article regarding pension buyouts.

http://bit.ly/1eOqxtC

 

September 2013

An independent, active asset manager's portfolio manager and the firm's drawdown parity strategy were featured in a profile in Institutional Investor.

http://bit.ly/1cvGFPo

 

 

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."

 

August 2013

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.

http://on.mktw.net/17EA018


July 2013

A lead portfolio manager was quoted and the firm's fund was featured in a Financial Advisor Magazine article regarding dividend funds.

http://bit.ly/17LFNPb

June 2013

 

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.

http://reut.rs/16NKNFR


May 2013

The CEO of an investment advisory firm was quoted in a Pensions & Investments story about consultants expanding into Asia.

 

April 2013

A financial advisor and market strategist participated in a broadcast interview for a market outlook segment on BNN.

http://bit.ly/Z0rAgZ

 

March 2013

The introduction of a "corn clock" by the first company to introduce single agricultural commodity ETPs was featured in an article on MarketWatch.com.

http://on.mktw.net/Zt0aNJ

 

February 2013

 

A portfolio manager of a global investment firm was quoted by the print and online version of the Wall Street Journal.

http://on.wsj.com/YqeQN8

 

January 2013

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.

http://yhoo.it/ZsVG9C

 

December 2012

 A portfolio manager of a fund of hedge funds was featured in a 2013 Outlook feature in Hedge Funds Review.

http://bit.ly/13IYfZV



November 2012

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.

 http://on.wsj.com/13JaULt

October 2012

Coverage of an invesment advisory consulting firm's white paper on liability-driven investment strategies ran in PlanSponsor. 

http://bit.ly/VscX3H

 

September 2012

A Raymond James top 50 advisor appeared on Fox Business to give his stock picks. 

http://bit.ly/R1qJFw

 

August 2012

An investment manager and tech sector expert for a fund of funds appeared on CNBC to discuss the Facebook IPO.

http://bit.ly/WLSNDz

July 2012

 

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.

http://bit.ly/SF4LKI

 

June 2012

 

A portfolio manager of a fund of hedge funds was quoted by Reuters about the ideal entry point for Facebook shares.   

bit.ly/Lqu1C2

May 2012 

 

Pensions & Investments and Investment News quoted a partner at an institutional investment firm about how equity managers are re-inventing themselves. 

http://bit.ly/Jm5ICC

http://bit.ly/Jrr5RV

 
April 2012

A co-branded survey which WTB&A participated in developing, was featured in Pensions & Investments

http://bit.ly/HWbPwI

 

The CEO of an investment advisory consulting firm spoke with Institutional Investor'sFran Denmark.

http://bit.ly/HuNqCD

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.

http://bit.ly/H9Wwnb

 

March 2012

The CEO of an institutional investment consulting firm spoke with Pensions & Investments about the decision to launch its discretionary consulting business.

http://bit.ly/HaeaIA

Pensions & Investments also quoted a partner at an investment consulting firm about global tactical asset allocation changes over the last decade.

http://bit.ly/H4qHsL

 

Business Week quoted an Investment Manager at an alternative asset management firm was quoted about investing in Chinese bonds.

http://buswk.co/zKKdoK

 

February 2012

Bloomberg

 

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. 

http://bloom.bg/zGNC51

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.

http://bit.ly/wFwkRt

January 2012

Pensions & Investments quoted the Head of Asset Alloacation Research at an Institutional Consulting firm about "dynamic beta management."

http://bit.ly/wSgC8x

 

An investment manager at an alternative investment asset manager was quoted in The Financial Times about the outlook for hedge fund strategies for 2012.

http://on.ft.com/wRo7GV

 

December 2011

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.

http://watch.bnn.ca/#clip584106

The Chief Executive of a leading inter-dealer brokerage firm was quoted about the Euro-Zone crisis in Barron's.

http://on.barrons.com/xN0R5z

November 2011

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.

http://bit.ly/z3wDcl

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.

http://on.wsj.com/zJxLZL

October 2011

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.

http://video.cnbc.com/gallery/?video=3000049051

September 2011

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.

http://bit.ly/w505dK

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.

http://video.cnbc.com/gallery/?video=3000046710

August 2011

A municipal bond manger at an asset management firm was quoted in an article in The Bond Buyer about lower rated municipal credits.

http://www.bondbuyer.com/

 

Bloomberg

 

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.

July 2011

plansponsor.com

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.

http://www.ftse.com/index.jsp

June 2011

FundFire Logo

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

 

May 2011

A partner at an institutional consulting firm was quoted in a Pensions & Investments article about consolidation in consulting industry.

http://www.pionline.com/article/20110530/PRINTSUB/305309975&crit=Rocaton

 

A fixed income manager at an institutional asset management firm was quoted by Reuters about investing in China.

http://reut.rs/yZxQRC

 April 2011

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."

http://bit.ly/wunW9K 

A lead manager of a single commodity second-generation ETF was quoted in SmartMoney article about options for investors to invest in commodities.

http://sm.wsj.com/AzHOCt

March 2011

A female equity portfolio manager was featuted in a streaming video on TheStreet.com about investing in mid-cap stocks. 

http://bit.ly/x6HDAP

A fixed income portfolio manager was quoted about the municipal bonds market on CNNMoney.com

http://cnnmon.ie/AaSLQX

February 2011

An alterntive investment executive an an inter-dealer brokers was quoted in a Hedge Fund Alert article about managers unloading illiquid assets.

Absolute Return + Alpha

A hedge fund client's business executive was featured in an AR article about handling investor demands.

http://bit.ly/x6LUiL

January 2011

CNNMoney

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.

http://bit.ly/yR68lP

December 2010

The lead manager of a single commodity ETF was quoted in a Wall Street Journal article about "contango" in commodities markets.

http://on.wsj.com/yahsYQ

A hedge fund client was featurd in Hedge Funds Review as the recipient of the "Fund of Hedge Fund of the Decade" award.

http://www.hedgefundsreview.com/hedge-funds-review/news/1900526/winners-revealed-ninth-european-fund-hedge-funds-award-2010

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.

http://www.hedgefundsreview.com/hedge-funds-review/feature/1928590/emerging-markets-distressed-securities-list-strategies-watch-2011

November 2010

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.

http://wapo.st/yzJO0a

October 2010

 

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. 

http://bit.ly/wznd4f

The lead manager of a single commodity ETF was featured in a Street.com streaming video interivews from the Schwab Impact Conference.

http://bit.ly/y3642E

September 2010

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.

http://bit.ly/adug1M

http://www.bloomberg.com/video/63329946/

A mutual fund manager was quoted in Investor's Business Daily's "Monthly Mutual Fund Review" for August 2010.

http://www.investors.com/

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.

http://www.hedgefundsreview.com/search?query=%22GAM%22&source=&select_option=MM&select_option_1=YYYY&from_date=&select_option_3=MM&select_option_4=YYYY&to_date=&full_category=&type=&author=&per_page=20&sort=recent&site_short_name=hfr

 

Bloomberg

 

The lead manager of a single commodity ETF was quoted Bloomberg News about projected corn stock inventories.

 

August 2010

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

 

July 2010

Absolute Return + Alpha

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.

 

Traders Magazine

News of a new risk-arbitrage trading team at an inter-dealer broker was featured in Traders Magazine.

 

June 2010

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

 May 2010

See full size image

 

 

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.

 

April 2010 

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. 

http://www.youtube.com/watch?v=CC_pklV5vx0

 

An computer hardware research analyst at a leading independent financial advisory group was quoted in Barron's.com about IBM. 

 

March 2010 

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.

 http://bit.ly/9GuCVS

The New York Times

The New York Times' "Deal Book" column  quoted a U.S. Banks analyst regarding E*Trade.

 


February 2010

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.



January 2010


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.

 

December 2009

The New York Times

A Media research analyst was interviewed by BBC Television and quoted by The New York Times regarding Time Warner Cable.


December 2009

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.

 

November 2009

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.

September 2009

 

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.

August 2009
 

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.
 

July 2009



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.

 

June 2009

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.

 

May 2009

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.

April 2009

A research analyst from a leading independent financial advisory group was interviewed by CNBC regarding Google. 

http://www.cnbc.com/id/15840232?video=1095565049&play=1
 

Bloomberg

 

A Technology reseach analyst from a leading independent financial advisory group participated in an interview with Bloomberg TV regarding Intel. 

March 2009

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.

 http://www.finalternatives.com/node/7297




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.

 

February 2009

FA logo

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.

 

January 2009

 

A G7 Economist at an inter-dealer broker was quoted in Fortune about the global economic crisis and pending economic stimulus plans.

The New York Times

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.

December 2008

 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. 


November 2008

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

Investment Management Weekly

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. 

 

October  2008

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.

 

Barron's Online

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. 

 

September 2008

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.

 

August 2008

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.



July 2008

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.


February 2008

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. 
http://www.cnbc.com/id/15840232?video=640881874&play=1

 

 

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).

http://bit.ly/1f7JqEE