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Within Investment Banking
Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets
Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets
Savingforcollege.com Releases Q4 529 Plan Performance Rankings
529 plans managed by Calvert Investments, USAA, and T. Rowe Price performed well through December 31, 2013 according to the just-released Quarterly 529 Plan Performance Rankings from Savingforcollege.com. - February 27, 2014 - Savingforcollege.com LLC
Liquid Investments Presents at The Mexico City Roundtable: Hotel Marriott Reforma, 24th February 2014
Liquid Investments, the emerging market alternative assets specialists, cordially invite you to a Roundtable at the Mexico City Mariott Reforma Hotel, Mexico DF on Feb 24, 2014 at 10:30am. - February 21, 2014 - Liquid Investments
Vertical White Paper Explains Benefits of an Evolving Asset Class: Residential Whole Mortgage Notes
White paper explains alternative asset that is non-correlated with stocks and bonds. - February 13, 2014 - Vertical Capital Markets Group
Liquid Investments Presents at The Global Financial Summit, Bahamas, February 6th – 7th 2014
Liquid Investments, a Sponsor at The Global Financial Summit, Bahamas, will be presenting at the event on 'The Best Investment Of Our Time - Diversifying into Agriculture to Safeguard and Build Wealth. - February 08, 2014 - Liquid Investments
Liquid Investments Presents at the California Investment Conference 2014
Liquid Investments will be presenting on "Diversifying Into Mankinds Primal Need." - February 08, 2014 - Liquid Investments
Solomon Exam Prep Launches “Series 52 MSRB Municipal Securities Representative Qualification Exam” Study Program
Solomon Exam Prep is excited to announce the launch of the Solomon Exam Prep study program for the Municipal Securities Rulemaking Board's Series 52 Municipal Securities Representative Qualification Exam (https://solomonexamprep.com/series52/). Individuals who pass the Series 52 exam qualify to be... - February 05, 2014 - Solomon Exam Prep
Financial Policy Council Re-Elects Ziad Abdelnour to Three Year Term
Ziad Abdelnour, Founder and President of the Financial Policy Council, has been re-elected by the board of directors to another three year term based on his outstanding track record. - January 26, 2014 - Financial Policy Council
VisionQuest Wealth Management Welcomes Steve Laska to the Firm
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr. Laska is a proven financial services professional and leader... - January 23, 2014 - VisionQuest Wealth Management
Sana Securities Launches an Online Finance Education Magazine
For years, the domain of financial advisory was controlled by big fund houses and brokerage companies. The internet has leveled the playing field to highlight how high quality advice is often found away from the crowd. Retail investors are increasingly subscribing with financial advisory firms which offer high quality research, and whose revenue is not dependent upon commission. - January 16, 2014 - Sana Securities
Campus for Finance Panel: Can the Financial System Ever be Stabilized?
For the 14th time the 'WHU New Year’s Conference' takes place in Koblenz, Germany. Discussing the stability of financial systems, Matthias Nester (Head of Sparkasse Kobelenz), Georg Fahrenschon (Head of Finance of Beveria), Dirk Notheis (Former Head of Morgan Stanley Germany), Stefan Jentzsch and Professor Henrik Muller (ManagerMagazin), came together in a panel dealing with the question "Stability vs. Growth - Can the Financial System Ever be Stabilized?" - January 10, 2014 - Campus for Finance e.V.
Investment Grade Collector Vehicle Fund - a New Asset Class; Coach House Capital Announces Fund Launch
Investors dream about markets with expanding global demand, finite supply, little or no competition, and returns that are uncorrelated with traditional financial assets. Coach House Capital, a Vermont based private equity firm specializing in the investment grade collector vehicle market, is out to... - January 07, 2014 - Coach House Capital Corporation
Darwin Alpha Warns Global Investors Against Bitcoin Investing
Darwin Alpha considers investment in Bitcoin to be extremely risky due to its lack of transparency. - January 06, 2014 - Darwin Alpha Ltd.
Affordable Community Living (ACL) a 501(C)(3) Non-Profit to Put 10 Veterans Into Homes This New Year
The Veterans Affordable Housing Program, a charity program created by Veterans For Veterans, has partnered with the new socially conscious crowdfunding site, Funder Way, to assist 10 veterans and their families move into their own homes this New Year. - January 04, 2014 - Funder Way
Boutique Wealth Management Firm Plays Santa
VisionQuest, a Raleigh NC based boutique wealth management firm, recently held its Annual Holiday Party and Toy Drive. - January 04, 2014 - VisionQuest Wealth Management
Public Startup Company Receives Informal Inquiry Notice from Securities and Exchange Commission to Verify Compliance with SEC Rule 506(c) in JOBS Act General Solicitation
Public Startup Company, Inc., a Nevada Corporation formed in 2012 to build Internet technology and services relating to the JOBS Act, including crowdfunding and public, peer-to-peer cyber finance using forensic social media, has received a notice from the Securities and Exchange Commission that the SEC is conducting an informal inquiry into possible violations of federal securities law by the company or its Co-Founder, Jason Coombs. The company is cooperating with the inquiry. - December 10, 2013 - Public Startup Company, Inc.
Sana Securities, a Specialist Financial Advisory and Research Firm Has Seen Incredible Growth Over the Last 2 Years Despite Difficult Economic Environment
There seems to be some genuine interest in independent financial advisory firms with more and more investors relying on well researched information to help them make their investment decisions. - November 29, 2013 - Sana Securities
VisionQuest Horses Around with Duke
VisionQuest Wealth Management of Raleigh North Carolina was a recent sponsor of charity horse show. - November 17, 2013 - VisionQuest Wealth Management
Liquid Investments Issue Investment Report on Commodity Based Alternative Asset Investing in Brazil
Published in early November 2013, the report highlights the issues that will lead investors to shift greater attention and more funds into alternative assets, specifically those providing the most primal of needs, food and health. - November 10, 2013 - Liquid Investments
U.S. Recession Leads to Rental Boom! New Micro Documentary: Renter Nation Just Released by FutureMoneyTrends.com
Renter Nation: How America's Depression is becoming a Rental Boom. - November 08, 2013 - Future Money Trends LLC
Certified 401(k) Plan Specialist Designation Program; The Key to a Successful Employer Sponsored Retirement Plan is Concentrated Continued Education
Adjunct Lecturer Robert Langan and industry leading panelists are presenting a Plan Sponsor University (TPSU) educational program hosted at the Dixon University Center on November 14th, 2013. “Mr. Langan has embraced the concepts associated with Behavioral Finance and has become skilled in... - November 08, 2013 - The Plan Sponsor University
Primofar Development Limited Discuss Acquisition Issues
Primofar Development Limited acquires Paraguay-based real estate agency. According to PR department of the company, negotiations are to be conducted in fourth quarter of 2012. - November 01, 2013 - Primofar Development Limited
Closing Circle Jobs: A New Job Board for Private Equity, M&A and Corporate Finance in Europe
Closing Circle launches online recruitment service for jobs and internships in a changing sector Closing Circle, the European Private Equity and M&A Social Network, is pleased to announce the launch of Closing Circle Jobs (http://jobs.closingcircle.com/), a job board and recruitment solution... - October 27, 2013 - Closing Circle
Savingforcollege.com Survey Results Indicate Self-Reliant Parents
A recent survey conducted by Savingforcollege.com revealed that 86% of parents expect to pay for their children's college costs themselves instead of utilizing other sources of funds, including the help of grandparents or other relatives. - October 23, 2013 - Savingforcollege.com LLC
Dramatic Increase in Middle Market M&A Prompts Monarch Bay to Add Seasoned M&A Pro’s
Middle market M&A deal value is up 40% so far in 2013 vs. 2012 according to Mergermarket and Monarch Bay Securities adds two veteran M&A professionals to keep pace. - October 22, 2013 - Monarch Bay Securities
Ziad Abdelnour and the Financial Policy Council - Private Regulation as an Alternative to Government Regulation
Ziad Abdelnour, Founder and President of the Financial Policy Council, is holding an event that will focus on Private Regulation as an alternative to Government Regulation. The event will also feature Dr. Edward Stringham as the guest speaker. The event is Monday, 18 November 2013 6:00 - 9:00 pm at The Graduate Center / CUNY at 365 Fifth Avenue at The Elebash Recital Hall. - October 19, 2013 - Financial Policy Council
Ron Eiger of Empire Investors Group Offers Complimentary Investment Workshops
Ron Eiger offers complimentary client investor workshops that focus on ways to save for retirement. - October 12, 2013 - J.P. Turner & Company, LLC
Ron Eiger of Empire Investors Group is Up to Bat
Ron Eiger is assistant coach for his son’s little league baseball team this Fall. - October 10, 2013 - J.P. Turner & Company, LLC
Ronald Eiger of Empire Investors Group Redefines Family Time
Ronald Eiger of Empire Investors Group volunteers his time as assistant coach for his son’s soccer team. - September 21, 2013 - J.P. Turner & Company, LLC
Savingforcollege.com Covers College Savings Month Promotions from Across the Country
September is a month widely recognized as College Savings Month, and is used by many states as a time to offer giveaways and host educational events to increase awareness and participation in their 529 college savings programs. - September 20, 2013 - Savingforcollege.com LLC
Liquid Investments to Present at Live and Invest’s "Annual Retire Overseas Conference" Being Held at The Embassy Suites, San Antonio, TX on 4-6 September
Liquid Investments, the emerging market alternative assets specialists based in London, UK cordially invite you to attend a presentation they will give on Wednesday 4th September at 3:10 pm in the Embassy Suites in San Antonio, TX. Note to Editors: Founded in 2006, Liquid Investments is a British... - September 05, 2013 - Liquid Investments
J.P. Turner Employees Volunteer in Support of Back on My Feet Atlanta
J.P. Turner employees showed their support of Back on My Feet’s Second Annual Meaningful Miles 5K this past Saturday. - September 01, 2013 - J.P. Turner & Company, LLC
Savingforcollege.com Releases Q2 529 Plan Performance Rankings
529 plans from District of Columbia, Alaska, and Nevada garnered top spots in Savingforcollege.com’s Quarterly 529 Plan Performance rankings for investment performance through June 30, 2013. - August 28, 2013 - Savingforcollege.com LLC
“The Solomon Exam Prep Guide: Series 82 FINRA Limited Representative Private Securities Offerings Qualification Examination” Study Manual Now Available
Solomon Exam Prep has published a concise study guide for professionals seeking their Series 82 license. - August 25, 2013 - Solomon Exam Prep
Lightspeed Announces Integration of Five New Order Routes
Lightspeed adds access to five new order routes, Lightspeed Trader now offers Professional Traders more than 100 User Selectable Order Routes. - August 24, 2013 - Lightspeed Financial
J.P. Turner Welcomes Three New Employees to the Firm
J.P. Turner & Company, LLC recently appointed Austen Shuey as New Accounts Specialist, Xavia Phillips as Administrative Clerk and Trent Brox as Software Engineer. - August 23, 2013 - J.P. Turner & Company, LLC
Former Apple CIO Launches Los Angeles Investment Management Firm
Steve Johnson, CFA brings to Adherence Capital Management the same conservative investment philosophies used while Apple's investment subsidiary, Braeburn Capital, Inc., grew over $100 billion in just five years. - August 22, 2013 - Adherence Capital Management
Celebrating 25 Years as Merchant Bankers to the World, Broad Street Capital Group Announces Developing and Financing Projects Abroad Conference on October 16th in NYC
This full-day, invitation-only event will feature a candid and detailed look at the development and financing of twelve exclusive international project and trade case studies, ranging from $30 million to over $450 million in value. The opportunities featured at the conference will span multiple countries and industries. Presenters will include project developers, financial and legal professionals involved, international experts, as well as representatives of the U.S. Government agencies. - August 19, 2013 - Broad Street Capital Group
Cascade Asia Launches Free Reports Tracking Investable Sectors in Myanmar
Cascade Asia Advisors launched the first issue of its complementary reports covering Myanmar today. The Myanmar Market Pulse provides a regular “pulse” of the dynamics and developments within sectors Cascade Asia considers investable. The reports also include analysis of political and economic risks that impact the selected sectors. - August 17, 2013 - Cascade Asia Advisors
Lightspeed Expands Professional Trading Tools Through Strategic Alliance with True Quote
Active professional traders now have access to True Quote’s options market data and trading activity scanners. - August 01, 2013 - Lightspeed Financial
J.P. Turner Employees Provide Backpacks and School Supplies to Atlanta Children in Need
J.P. Turner employees raised enough money to donate book bags and school supplies to nearly half of the children served by HOPE Atlanta. - July 31, 2013 - J.P. Turner & Company, LLC
Independent Investment Firm, J.P. Turner, Launches Employee Volunteer Program
The management team and employees at J.P. Turner believe in giving back to the community. Spearheaded by Herman Mannings III, a 10 year J.P. Turner employee, J.P. Turner Connects is a formal firm initiative launched in June that puts their employees into action in the Atlanta community. - July 28, 2013 - J.P. Turner & Company, LLC
Saving Now Beats Borrowing Later When It Comes to College Costs
In light of the current student debt crisis, 529 college savings plans are emerging as a cost-reducing alternative. - July 22, 2013 - Savingforcollege.com LLC
J.P. Turner Launches Mobile Websites and Web Apps
J.P. Turner & Company, LLC announced the release of their mobile websites and web apps for www.jpturner.com, www.joinjpturner.com and www.jpturnercm.com at the beginning of July. - July 11, 2013 - J.P. Turner & Company, LLC
Fluent in Foreign Business™ and Franchising Agency of Kazakhstan to Cooperate on Franchising in Central Asia
Fluent in Foreign Business (www.fluentinforeign.com), a New York City based organization that helps companies grow, finance and protect their business internationally, has announced that it signed a strategic partnership memorandum with the Franchising and Licensing Agency of Kazakhstan. The... - July 01, 2013 - Broad Street Capital Group
New 2013 Fi3F Index™ Ranks Appeal of 180 Nations for International Franchise Expansion Opportunities
Second annual edition of the Fi3F™ index, - proprietary and forward-looking indicator that measures the attractiveness of 180-nations for franchisors seeking to expand internationally - is being introduced today by Fluent in Foreign™ LLC, a New York City advisory group that guides companies, as they seek to establish or expand their franchise business abroad. - June 28, 2013 - Broad Street Capital Group
Distributed Generating Company, LLC Selects Broad Street Capital Group to Advise on $220 Million Distributed Energy Generation Utility Project
Distributed Generating Company, LLC of Samara, Russia (“DGC LLC”) announced today that it selected Broad Street Capital Group as its exclusive financing advisor for the development of a state-of-the-art distributed power generation utility in the Russian Federation. The proposed $220 million project will launch in July with financing being arranged through owner's equity, U.S. Ex-Im Bank and commercial banks. - June 25, 2013 - Broad Street Capital Group
Financial Architect® “The Fastest Way to Legally Raise Capital – Guaranteed!”
If you are serious about raising capital for your start-up or early stage company, this resource was made for you. "The Secrets of Wall Street…” will open your eyes to the truth on how the world of capital works. - June 14, 2013 - Commonwealth Capital Advisors
Worldwide Investor Network’s Highly-Anticipated Third "Funding the Best in Global Innovation" Mentoring and Demo Event
WIN’s conference set for May 16 in NYC, to accelerate funding for innovative global startups; Divya Narendra, co-founder and CEO of SumZero’ to lead distinguished panel of featured guest speakers. - May 13, 2013 - Worldwide Investor Network
Crowdfunding Group Turns Up the Heat on First Project
CrowdfunderCoop.com is launching its first crowdfunding campaign with an offering of high-tech Fireproof Storage Boxes. Funders can help the company move from completed R&D into full scale production by purchasing the initial run of the product. - May 03, 2013 - CrowdfunderCoop.com, Inc.