Introduction Concentric's principals have distinguished track records as operators and professional investors in a
|
|
|
- Drusilla Brooks
- 10 years ago
- Views:
Transcription
1 Concentric Equity Partners is a private investment firm based in Chicago, IL. We provide capital and strategic support to exceptional service companies pursuing rapid growth. Our approach is to support entrepreneurs with capital, operating expertise and industry knowledge. Introduction Concentric's principals have distinguished track records as operators and professional investors in a variety of growth oriented middle market companies. Concentric is the direct investing arm of Financial Investments Corporation ("FIC"), a private asset management firm with over $1 billion in private equity commitments under management.
2 Concentric Equity Partners Investment Criteria We look for the following characteristics in our investments: An accomplished management team willing to make a financial commitment to the future success of their business High base of recurring revenues Low capital expenditure requirements for growth Opportunity to generate operating leverage through scale and density Superior value proposition for customers Business where service is a differentiator even if the service requires some level of manufacturing, fabrication, assembly or installation History of highly ethical business practices Minimal exposure to technological or strategic business obsolescence A history of profitability Concentric typically invests between $10 - $30 million of equity per project. However, our historical equity investments have ranged in size from $5 - $100 million for a single investment. Our objective is to invest in industries where we see the potential for significant growth including: Business Services Consumer Services Financial Services Technology-enabled Services We are organized to have flexibility in timing, structure and the size of each investment. Historically we have invested capital into the following types of situations: Management led buyouts Leveraged buyouts Growth equity investments / later stage venture capital Majority and minority investment structures Concentric backs entrepreneurial business leaders with the following traits: Character Work Ethic Abilities Concentric is opportunistic when presented with investments having attractive characteristics. However, we do not invest in turnarounds, start-ups or businesses with substantial technology risk. Concentric will consider companies outside of these parameters if they possess high growth characteristics or create a strategic fit with a current investment. 2
3 Concentric Equity Partners Representative Investments Energy Distribution Partners actively acquires and operates residential and commercial propane and natural gas distributors as well as wholesale and midstream energy distribution operations. Chicago, IL Environmental Pest Service provides pest control and lawn care maintenance services to residential and commercial customers in the southeastern United States. Sarasota, FL MB Financial Bank is nationally focused commercial bank headquartered in Chicago. Chciago, IL Microsystems provides software and services that drive document quality and production efficiency in heavily regulated industries including legal and life sciences. Downers Grove, IL Mortgage Contracting Services is a national field services company. Its services include property inspections, property preservation, REO services and appraisals. Tampa, FL ProVest provides national legal document delivery (service of process) with a specialty in default law and more specifically foreclosure proceedings. Tampa, FL Tricoci University is a leading provider of education in cosmetology and esthetics. Chicago, IL UCI Construction Services specializes in the construction and installation of wireless transmission equipment on cell towers, rooftops and other structures. Tampa, FL UsAmeriBank* is a commercial bank that services the needs of individuals and businesses in western Florida and Alabama. Tampa, FL Vision Integrated Graphics Group is a complete end-to-end marketing services and commercial printing firm, providing design, printing, fulfillment, and distributions services to its customers. Chicago, IL Note: * Bank investments made by a group of accredited investors led by FIC 3
4 Investment Team Kenneth D. Hooten, Partner Concentric Equity Partners and responsible for the firm's activities. Ken founded the firm in 2003 and is responsible for the overall performance of Concentric Equity Partners I, L.P.. Prior to founding Concentric, Ken was affiliated with ServiceMaster in a variety of capacities. He founded ServiceMaster Ventures, led M&A and Corporate Development, and served as the President and Founder of ServiceMaster Home Services Center, a joint venture between ServiceMaster and Kleiner Perkins Caufield & Byers. Ken has been active on the boards of both public and private service companies. He received a B.S. from the University of Illinois and an M.B.A. from The Kellogg School of Management at Northwestern University. Jennifer W. Steans, Partner Jennifer is a Partner with Concentric Equity Partners and responsible for the firm's activities. From 1989 through 1993, she served as a consultant for the management-consulting arm of Deloitte & Touche. Ms. Steans then served as Treasurer of Prime Graphics, Inc. until founding Financial Investments Corporation ("FIC") in As President of FIC she oversees private equity investments and the Steans family office operations. In 2000, she joined the Board of Directors of PCB Bancorp, Inc. Upon its sale to Colonial BancGroup, Inc. in 2004, Ms. Steans served on the Advisory Board of the Florida West Coast region of Colonial Bank. In addition to her responsibilities at CEP and FIC, Ms. Steans serves as a Director of Chicago Deferred Exchange Corp. and Prime Graphics, Inc., and she serves as an Advisory Board Member of Resource Land Fund III, LP and Siena Capital Partners. She received a B.A. from Davidson College and an M.B.A. from The Kellogg School of Management at Northwestern University. 4
5 Investment Team Joseph D. Finney, Operating Partner Joe Finney has successfully served in executive leadership roles in the Service and Automotive industries for over 25 years. Most recently he was the President of the Sears Automotive Group with responsibility for 14,000 employees and annual sales of $1.6B across 843 Sears Auto Center and 1,200 Kmart locations. Prior to joining Sears he was President and CEO of Tire Centers LLC, a fully owned Michelin Subsidiary offering tire related services and products across 40 states. During that time he helped Michelin improve US market access while professionalizing the business and leading the expansion of the Distribution Division. Previously Joe was a Senior Executive of the ServiceMaster Company for 16 years where he led several turnaround and growth initiatives including an overseas assignment based in the UK. Roles included positions at four different ServiceMaster companies, including President of Terminix Europe, Senior Vice President of American Residential Services, Division Vice President for Terminix. He received a B.S. from Slippery Rock University of Pennsylvania and an MBA equivalent through an internal MBA program provided by ServiceMaster. Ian G. Ross, Partner Ian is a Partner with Concentric Equity Partners and joined the firm in He is responsible for originating new investment opportunities, executing new investments and working with portfolio companies. Prior to joining Concentric, he was with the Edgewater Funds where he focused on sourcing new investments and working with portfolio companies with an industry focus on business services and healthcare services. Prior to joining Edgewater, Ian spent five years with Lincoln International, an investment banking firm based in Chicago. Prior to Lincoln, Ian spent two years with GE Capital Corporation in the corporate lending department. Ian also worked for a joint venture between GE Capital and The Goldman Sachs Group, Inc. in Bangkok, Thailand. He received his B.A. in finance, with honors, from Michigan State University and his M.B.A. degree from the University of Chicago Booth School of Business. Ian is a member of the steering committee for the Chicago Private Equity Network (CPEN) and a board member of the Financial Markets Institute at Michigan State University. 5
6 Frank A. Reppenhagen, Partner Frank is a Partner with Concentric Equity Partners and originally joined the firm in He is responsible for originating new investment opportunities, executing new investments and working with portfolio companies. In 2012, with backing from FIC and other investors he established Community BanCapital (CBC). CBC is a community bank- focused investment fund which was designed to take advantage of a temporary market opportunity. Beginning in 2015, following the successful investing period of CBC, Frank returned to CEP and splits his responsibilities between managing CBC, originating new investment opportunities on behalf of CEP, and working with portfolio companies. For new investments, he focuses primarily on opportunities in Colorado, Pacific Northwest, and in the financial services industry (nationally). Frank earned a B.S. in Industrial Engineering from SUNY Buffalo and his M.B.A. from the University of Chicago Booth School of Business. Nicholas W. Sayers, Principal Nick is a Principal with Concentric Equity Partners and joined the firm in He is responsible for originating new investment opportunities, executing new investments and working with portfolio companies. Prior to joining Concentric, he was with CIVC Partners, a Chicago- based private equity firm, where he focused on business services and financial services companies. Prior to joining CIVC, Nick spent two and half years with Lincoln International, an investment banking firm based in Chicago. In addition to his portfolio company responsibilities, Nick serves on the board of the Florida Venture Forum and Foundations College Prep. He received a Bachelor of Science degree in Business Administration from Washington and Lee University, where he graduated magna cum laude and was elected Phi Beta Kappa and Beta Gamma Sigma, and a Master of Business Administration from the University of Chicago Booth School of Business. 6
7 Investment Team Jeremy Werner, Associate Jeremy is an Associate with Concentric Equity Partners and joined the firm in He is responsible for originating new investment opportunities, executing new investments and working with portfolio companies. Prior to joining Concentric, Jeremy spent two years at Credit Suisse, an investment banking firm based in Chicago. While there he focused on M&A, debt and equity products in the global industrials and diversified services industries. Prior to Credit Suisse, Jeremy received a Bachelor of Business Administration from the University of Michigan Ross School of Business where he graduated with honors. 7
8 Concentric Equity Partners Contact Us Ken Hooten Partner (312) Jennifer Steans Partner (312) Joseph D. Finney Operating Partner (312) Ian Ross Partner (312) Frank A Reppenhagen Partner [email protected] (312) Nick Sayers Principal [email protected] (312) Jack H. Dickens Vice President [email protected] (312) Jeremy Werner Associate [email protected] (312) East Washington Street Suite 400 Chicago, IL Phone: (312) Fax: (312)
9 Providing capital and experience to profitable growth businesses run by outstanding management teams. Concentric Equity Partners an FIC Company 50 East Washington Street Chicago, IL
FINANCIAL SERVICES TEAM
FINANCIAL SERVICES TEAM William Spiegel Managing Director, Head of Financial Services Mr. Spiegel is a founding partner and a managing director responsible for managing Pine Brook s financial services
Rebecca Gruss Partner, Deloitte & Touche LLP [email protected]
JOSEPH J. BOEHM, III Senior Vice President Retail Leasing 1026 Terminal Tower 50 Public Square Cleveland, OH 44113 Tele (216) 416-3430 Fax (216) 263-6210 E-mail: [email protected] Joseph J. Boehm,
Rock Gate Partners. Overview. Private Equity. Industry Sectors
Overview Rock Gate Partners, LLC ( RGP ) is a merchant banking firm that acquires and makes later stage growth capital investments in lower middle market companies. Private Equity RGP invests in lower
Keith Banks President U.S. Trust, Bank of America Private Wealth Management
Keith Banks President KEITH BANKS is president of, which provides integrated investment, trust, banking and lending services to wealthy and ultra-wealthy clients. He also oversees Global Wealth & Investment
LNC provides its partners with flexible capital solutions and the strategic support to drive value creation for all stakeholders
LNC provides its partners with flexible capital solutions and the strategic support to drive value creation for all stakeholders LNC Partners is a Northern Virginia based investment firm with over $235
JESSICA LOCHMANN ALLEN
JESSICA LOCHMANN ALLEN PARTNER [email protected] 777 E WISCONSIN AVENUE MILWAUKEE, WI 53202-5306 414.297.5817 Jessica Lochmann Allen is a partner with Foley & Lardner LLP, and is a member of the firm
Curriculum Vitae David A. Altounian Ph.D. Austin, Texas
Curriculum Vitae David A. Altounian Ph.D. Austin, Texas Professional Profile: Accomplished career in the technology industry focused on marketing and executive strategy. Strong entrepreneurial experience
BAML Capital Access Funds Management, LLC Team
The seasoned professionals at BAML Capital Access Funds Management, LLC (CAF) understand the longterm strategies required to invest successfully in private equity, and the special needs of our investors.
OUR SPONSORS. South Florida Hedge Funds 2011 Industry Outlook. The Miami Finance Forum. Presents A Panel Discussion on.
OUR SPONSORS The Miami Finance Forum Presents A Panel Discussion on South Florida Hedge Funds 2011 Industry Outlook Our Panelists: About the Miami Finance Forum The Miami Finance Forum is a non-for-profit
Wealth Management Built on Integrity and Experience
Wealth Management Built on Integrity and Experience How Successful Portfolios Can Help You Prepared March 1, 2011 www.successfulportfolios.com 300 South Duncan Avenue, Suite 166 Clearwater, FL 33755 (800)
Audit committee forum*
Ashok Bakhru Chairman of the Board Goldman Sachs Group of Mutual Funds Ashok Bakhru is President of ABN Associates, a management and financial consulting firm working with mid-size firms. Ashok served
David Finley Managing Director 617.695.0201 [email protected]
David Finley Managing Director 617.695.0201 [email protected] Mr. Finley is a Managing Director in Sverica's Boston office, having joined the firm in October 2006. Mr. Finley leads Sverica s investments
2. Placement Agent Information:
2. Placement Agent Information: (a) (b) The name of the Placement Agent is: The name of the Placement Agent is: Private Fund Group of Credit Suisse Securities (USA) LLC ( CS or the Placement Agent ). Attached
K. Gunnar Bjorklund Managing Director 415.249.4902 [email protected]
K. Gunnar Bjorklund 415.249.4902 [email protected] Mr. Bjorklund is a co-founder of Sverica International and is based in the San Francisco office. He serves on the board of several of Sverica s portfolio
Board of Directors Recruitment Strategies
AzBA CEO & Directors College Board of Directors Recruitment Strategies October 30, 2014 Brian J. Burt (602) 382-6317 [email protected] Barbara J. Dawson (602) 382-6235 [email protected] Erica J. Stutman
AN INTRODUCTION TO PACIFIC LIFE THE VALUES THAT DEFINE US
AN INTRODUCTION TO PACIFIC LIFE THE VALUES THAT DEFINE US PEOPLE ACCOUNTABILITY CUSTOMER FOCUS INTEGRITY FINANCIAL STRENGTH INNOVATION COMMUNITY 2013 FINANCIAL SUMMARY Pacific Mutual Holding Company DOLLARS
Capital Hotel Management, LLC Company Overview
Capital Hotel Management, LLC Company Overview Aspire. Aim. Achieve. Atlanta Boston Detroit Honolulu Miami ABOUT CHM OVERVIEW Unparalleled Hotel Investment Advisory Services Out-of-the box strategic thinking,
Value-Added Financial Solutions for Growing Health Care Companies Specializing in the Following Sectors:
Long-Term Creative Health Capital is a merchant bank focusing exclusively on the health care industry. Our mission is to advise and partner with health care provider, health care facility and health care
Stephen G. Morrissette, Ph.D.
Stephen G. Morrissette, Ph.D. 500 Wilcox Joliet Illinois 60435 (815) 263-4933 [email protected] 5807 South Woodlawn Avenue, Chicago, Illinois 60637 773-455-3352 [email protected]
Introducing Wells Fargo Advantage Alternative Strategies Fund
May 1, 2014 Introducing Wells Fargo Advantage Alternative Strategies Fund Effective May 1, 2014, Wells Fargo Advantage Funds added a multistrategy alternative to its lineup of mutual funds. Created to
Partnervest Financial Group
Partnervest Financial Group COMPANY PROFILE We help Advisors and their clients navigate change in a complex environment 888-991-9969 www.partnervest.com COMPANY PROFILE Partnervest creates strong client
US & India Aerospace, Defense and Security Advisory. A hybrid US/India focused investment advisory, consulting, and private equity fund
US & India Aerospace, Defense and Security Advisory A hybrid US/India focused investment advisory, consulting, and private equity fund 1 About Us Tzar Investment Group, LLC is a global investment advisory,
The Samuelson Company LLC 210 Interstate North Parkway, Suite 150 Atlanta, Georgia 30339
Larry R. Samuelson The Samuelson Company LLC 210 Interstate North Parkway, Suite 150 Atlanta, Georgia 30339 Profile LARRY R. SAMUELSON Executive Coach and Trusted Advisor Mid-Market Business and Leadership
Catherine C. Gryczan
Catherine C. Gryczan Partner [email protected] Contact Numbers T: +1 312 356 5098 F: +1 312 212 6501 311 S. Wacker Drive, Suite 4300 Chicago, Illinois 60606 Governance Emerging Companies &
IR Leadership Mastering Trust, Integrity & Credibility Speaker Biographies (In Order of Appearance)
IR Leadership Mastering Trust, Integrity & Credibility Speaker Biographies (In Order of Appearance) Ben Boyd, President, Practices, Sectors & Offerings, Edelman Ben Boyd has worked in corporate communications
EarlyShares Welcome to the Future of Investing
EarlyShares Welcome to the Future of Investing October 2014 The Future of Investing For the first time in 80 years, Accredited Investors can directly access the private investment market. EarlyShares makes
ApprenNet, Inc. (NSF-funded edtech company offering an online skills training platform) Board Chair (2015 present) Founder & CEO (2011 2015)
Karl S. Okamoto Thomas R. Kline School of Law Drexel University 3320 Market Street, Suite 416 Philadelphia, PA 19104 (267) 934-1391 [email protected] Academic Positions Drexel University Thomas R.
RETAINED EXECUTIVE SEARCH FIRM SPECIALIZING IN THE PROFESSIONAL AND FINANCIAL SERVICES INDUSTRIES
EXECUTIVE SEARCH RETAINED EXECUTIVE SEARCH FIRM SPECIALIZING IN THE PROFESSIONAL AND FINANCIAL SERVICES INDUSTRIES OPPORTUNITIES 's Retained Executive Search practice is a boutique practice specializing
Paramount Equity Financial Corp. 37 Sandiford Dr, Suite 400 Stouffville, ON L4A 7X5 Canada www.paramountequity.ca
PARAMOUNT EQUITY FINANCIAL CORPORATION Paramount Equity Financial Corporation (PEFC) is a real estate investment firm and Mortgage Administrator that specializes in the origination and administration of
The Fight for the Last Mile
Northwestern University The Fight for the Last Mile Tuesday, October 29, 2013 2:00-4:45pm James L. Allen Center - Tribune Foundation Auditorium Northwestern University 2169 Campus Drive, Evanston, IL About
INVESTMENT PROPERTIES SELF STORAGE CAPABILITIES OVERVIEW
INVESTMENT PROPERTIES SELF STORAGE CAPABILITIES OVERVIEW OUR PROFESSIONALS PROVEN TRACK RECORD With more than $513 million in consideration and 8.8 million square feet sold since 2009, this self storage
END TO END HEALTHCARE SOLUTIONS
END TO END HEALTHCARE SOLUTIONS FRANKLIN SQUARE HOSPITAL CENTER EMERGENCY DEPARTMENT & PATIENT TOWER EXPANSION, BALTIMORE, MD FOCUSED ON HEALTH Lend Lease is one of the world s leading fully integrated
WA Insolvency Forum Bankers and Financiers Panel
WA Insolvency Forum Bankers and Financiers Panel Andrew Clarke NAB Andrew has been involved with Commercial Banking for over 25 years, concentrating on relationship banking and managing sales teams within
D3 Financial Counselors LLC. 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998
D3 Financial Counselors LLC 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998 111 N. Wabash Ave Suite 800, Chicago, IL 60602 Telephone: (312) 526-3680 Fax:
Tian (Lori) Tang Assistant Professor of Finance University of Louisville
Tian (Lori) Tang Assistant Professor of Finance University of Louisville University of Louisville Department of Finance College of Business, Room 274 Louisville, KY, 40292 Tel: (502) 852-4819 (Office)
Project Financing for Small Volume Home Builders
Project Financing for Small Volume Home Builders Thursday, January 22 10:00-11:00 AM Location: South 221 Moderator: Tom Farrell, Director Landmark Capital Advisors Panelists: Bruce Beck, Senior Vice President
Edward L. Owens. Goizueta Business School, Emory University 2014- Assistant Professor of Accounting
Edward L. Owens Goizueta Business School Office: 404-727-6642 Emory University Fax: 404-727-6313 1300 Clifton Road [email protected] Atlanta, GA 30322 EMPLOYMENT Goizueta Business School, Emory University
Charter One Hotels & Resorts was rated in the Top 100 Management Companies by Hotel Business Magazine in April 2005 2008.
Overview Headquartered in Sarasota, Florida, Charter One provides management services to the hotel industry. We provide on-site management, renovation, turnaround and development consulting, food and beverage
American University s Washington College of Law. Lawyering to Social Entrepreneurs Spring 2014 Thursdays 3:00 5:50pm Room 527
American University s Washington College of Law Lawyering to Social Entrepreneurs Spring 2014 Thursdays 3:00 5:50pm Room 527 Course Description: This course is designed to introduce law students to the
D3 Financial Counselors LLC. 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998
D3 Financial Counselors LLC 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998 111 N. Wabash Ave Suite 800, Chicago, IL 60602 Telephone: (312) 526-3680 Fax:
FINC 940 A Financial Modeling for Leveraged Buyout Transactions
FINC 940 A Financial Modeling for Leveraged Buyout Transactions Chirag Saraiya Spring 2012 E-mail: [email protected] & [email protected] Telephone: 678-362-9229 Course
BRIAN R. KORB, PhD, CFA, CFP
BRIAN R. KORB, PhD, CFA, CFP ACADEMIC POSITIONS: 2002 Present TRINITY WESTERN UNIVERSITY, School of Business, Langley, BC Assistant Professor of Finance Direct the finance curriculum for the largest Christian
2012 Capital Insight. Federal Perspective. Day Two Friday, November 16. The Hay-Adams One Lafayette Square at 16th and H Streets Washington, DC
2012 Capital Insight Federal Perspective Day Two Friday, November 16 The Hay-Adams One Lafayette Square at 16th and H Streets Washington, DC Day Two Friday, November 16, 2012 Federal Perspective 7:30 am
EXPERTISE. Business Description
N x t S t a r V e n t u r e s, L L C NxtStar grounds its advice in experience, not fads. Business Description NxtStar Ventures, LLC is a consulting and venture company. Our partners are all former CEOs
GE: Positioned for Growth*
GE Capital GE: Positioned for Growth* GE Energy Infra $37.5B GE Tech Infra $37.9B GE Capital $47.0B Energy Healthcare $16.9B Oil & Gas Aviation $17.6B Home & Business Solutions, Media $25.5B Power & Water
BARRY T. ROSS e-mail: [email protected] PROFESSIONAL EXPERIENCE
BARRY T. ROSS e-mail: [email protected] PROFESSIONAL EXPERIENCE University of Pittsburgh, Graduate School of Public Health, 2010- Present Health Policy & Management Department, Pittsburgh, PA Adjunct
Darren T. Roulstone. Analyst Following and Market Liquidity (Contemporary Accounting Research, Volume 20 No. 3, 551-578)
Darren T. Roulstone Fisher College of Business [email protected] The Ohio State University http://fisher.osu.edu/~roulstone_1 2100 Neil Avenue, Columbus, OH 43210 (614) 292-1822 Fax: (614) 292-2118 EDUCATION
Welcome To Elite Dental Partners
Welcome To Elite Dental Partners We assist dental practices that are facing non-clinical challenges by providing them with industry proven non-clinical business support services Business support services
Russell Funds Russell Commodity Strategies Fund Money Manager and Russell Investments Overview June 2016. Russell Investments approach
Money Manager and Russell Investments Overview June 206 Russell Investments approach Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and ongoing
COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS
COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS Leah R. Bennett, CFA, CIC Managing Director and CIO King Investment Advisors Leah R. Bennett is a portfolio manager and investment analyst
Russell Funds Russell Tax Exempt Bond Fund Money Manager and Russell Overview September 2015
Money Manager and Russell Overview September 2015 Russell s investment approach Russell uses a multi-asset approach to investing, combining asset allocation, manager selection and ongoing portfolio management
2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 16, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
S P E A K E R B I O G R A P H I E S
Jamie Dimon, Chairman and Chief Executive Officer Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase & Co., a global financial services firm with assets of $2.6 trillion
Loyalty Programs: Customers Love Them, But Do They Create Value For the Enterprise
Loyalty Programs: Customers Love Them, But Do They Create Value For the Enterprise The Boston Consulting Group Allan Hickok Tom Lutz Dylan Bolden Allan Hickok Senior Advisor The Boston Consulting Group
How To Teach At The C.T.Bauer College Of Business
Here is a breakdown of the event s agenda with bios for each panelist and speaker. Dr. Latha Ramchand Dean, C. T. Bauer College of Business Latha Ramchand is Dean and Professor of Finance at the C. T.
TRADITIONAL VALUES. INVESTMENT INSIGHT.
History Organized by the Partners of Alex. Brown & Sons. ABR was established in 1972 to originate real estate investments for the partners and clients of Alex. Brown & Sons (formerly the oldest investment
Megan F. Hess, Ph.D. Williams School of Commerce, Economics, and Politics Washington and Lee University Lexington, VA 24450 hessm@wlu.
Megan F. Hess, Ph.D. Williams School of Commerce, Economics, and Politics Washington and Lee University Lexington, VA 24450 [email protected] Professor Hess research focuses on financial statement fraud and
Biographies. Blair Anderson. Paul Catt-Camfield FINANCIAL ADVISER SERVICES
FINANCIAL ADVISER SERVICES Blair Anderson Senior Associate Blair is part of Dimensional s financial adviser services business in Europe. In his role as senior associate, Blair works closely with regional
Morgan Stanley. R & R Partners. 522 Fifth Avenue, 15th Floor New York, NY 10036 (212)-296-1031. www.morganstanleyfa.com/rudowramos
R & R Partners 522 Fifth Avenue, 15th Floor New York, NY 10036 (212)-296-1031 www.morganstanleyfa.com/rudowramos 0 Table of Contents Our Mission Page 2 Wealth Management Page 3 Why R and R Partners? Page
KBB Wealth Management
KBB Wealth Management KBB Wealth Management Todd C. Kelly, CFP, CIMA Senior Vice President Sr. Investment Management Consultant Matt J. Bridge, CFP Senior Vice President Sr. Investment Management Consultant
EMAIL [email protected] BIOGRAPHICAL SUMMARY
CHRISTOPHER E. PRESS, FACHE MORGAN HEALTHCARE CONSULTING, LLC, SUITE 200, 5555 GLENRIDGE CONNECTOR, ATLANTA, GEORGIA 30342 OFFICE: 770-698-0415 DIRECT TO DESK: 770-399-9704 FAX: 770-698-9112 EMAIL [email protected]
WTAS Valuation Services Group
WTAS Valuation Services Group Information & Overview March 2014 Presented to 1 Table of Contents I. WTAS Valuation Services Overview II. WTAS Overview III. Services Offering IV. Approach V. Professionals
Russell Funds Russell Tax Exempt High Yield Bond Fund Money Manager and Russell Overview November 2015
Russell Tax Exempt High Yield Bond Fund Money Manager and Russell Overview November 2015 Russell s investment approach Russell uses a multi-asset approach to investing, combining asset allocation, manager
JOHN C. RICH PUBLICATIONS
JOHN C. RICH [email protected] School of Business Emporia State University Emporia, KS 66801-5087 (620) 341-5345 (O) (620) 794-3131 (C) (620) 341-5892 (F) DEGREES AND CERTIFICATIONS Ph.D. in Accounting,
The ESOP Association Midwest Conference
The ESOP Association Midwest Conference September 11, 2015 Alternative Forms of Capital for Mature ESOP Companies Presented by: Elizabeth Perdue Peter Pricco John Solimine Agenda I. Mature ESOP Capital
Industry Presentation 14 th Annual Factoring Conference San Diego, CA. Milestone Advisors, LLC. Commercial Finance Industry Overview.
Industry Presentation 14 th Annual Factoring Conference San Diego, CA April 9 12, 2008 MERGERS & ACQUISITIONS CORPORATE FINANCE MERCHANT BANKING Milestone Advisors, LLC Milestone Advisors, LLC ( Milestone
Araceli M. Sibley 21 Years Experience Western Asset Management Company Research Analyst, 1992 Cal Poly Pomona, B.Sc.
Bank Loan Team Brendan Bowman 9 Years Experience Western Asset Management Company Client Service Analyst, 2005 Robert Half International Staff Accountant, 2004 2005 University of California, Riverside,
Guild Mortgage Depth and Breadth of Skills, Experience Define the Management Team
FOR IMMEDIATE RELEASE October 17, 2012 Guild Mortgage Depth and Breadth of Skills, Experience Define the Management Team Leadership Team Backgrounder Guild Mortgage s leadership team sets the tone for
ENGAGEMENT POWERED CONSUMER FINANCE
Click Click to edit to edit Master Master title style title style Click to edit Master title style ENGAGEMENT POWERED CONSUMER FINANCE October 2015 TSXV:DLS Michael A. Hilmer Chief Executive Officer [email protected]
Alfa Business Advisors Company Profile
Alfa Business Advisors Company Profile Project Finance M&A Renewable Energy Infrastructure February 2014 www.alfaba.com 8300 Greensboro Drive, Suite 800, McLean, VA 22102 About Us Alfa Business Advisors,
BROCHURE SUPPLEMENTS (ADV PART 2)
BROCHURE SUPPLEMENTS 2015332 1 BROCHURE SUPPLEMENT BRADFORD A. EVANS This brochure supplement provides information about Bradford A. Evans that supplements the Heartland Advisors, Inc. Brochure (ADV Part
Sprott Bridging Income Fund LP Sprott Bridging Income RSP Fund
Sprott Bridging Income Fund LP Sprott Bridging Income RSP Fund Investment Objective The investment objective of the Partnership is to achieve superior risk-adjusted returns with minimal volatility and
CURRICULUM VITAE MARK C. HIGGINS, ASA
Established 1980 CURRICULUM VITAE MARK C. HIGGINS, ASA, is President of Higgins, Marcus & Lovett, Inc., a business valuation firm based in Los Angeles, California. The firm conducts valuation studies of
How To Run An International Financial Company
FINANCING SOLUTIONS FOR THE NEXT CENTURY We re committed to you Since our founding in 1977, ATEL Capital Group committed itself to fulfilling the mission we set decades ago; care for our investors and
Thomas M. Brunner, Ph.D. Founder and Director Center for Character Strength Investment (CSI) Tucson, Arizona
Thomas M. Brunner, Ph.D. Founder and Director Center for Character Strength Investment (CSI) Tucson, Arizona President: Dr. Brunner and Associates Clinical, Forensic, and Consulting Psychology Licensed
Industry Ventures Partnership Holdings III-C, L.P. Investing in small venture capital funds
Industry Ventures Partnership Holdings III-C, L.P. Investing in small venture capital funds Employees Retirement System of Rhode Island State Investment Commission Meeting January 28, 2015 0 Overview of
Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Business Law
MIAMI-LUKEN SEPTEMBER 20 21, 2014 GREAT WOLF LODGE - Cincinnati/Mason Donnie Sullivan, RPh, PhD Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Law Dr. Sullivan is a professor
Research Publications and Submissions
Richard P. Will, Ph.D. University of South Florida College of Business Administration Information Systems and Decision Sciences 4202 E Fowler Ave., CIS1040 Tampa, FL 33620 [email protected] Education
2012 IRC ORAL PANEL INVESTMENT RESEARCH CHALLENGE TEXAS
2012 IRC ORAL PANEL INVESTMENT RESEARCH CHALLENGE TEXAS. Donald W. Hultgren CFA Sterne Agee Donald W. Hultgren is affiliated with the Sterne Agee investment banking firm in Birmingham Alabama. He offices
Business Developments in the Americas
Business Developments in the Americas Mizuho Corporate Bank To Our Clients Mizuho Corporate Bank ("Mizuho" or "MHCB") continues to strengthen its network and services across the Americas, despite difficult
PROJECT EXPERIENCE Development/Transaction Support United States MANAGING DIRECTOR
Peter Abt Mr. Abt is a Managing Director in Black & Veatch s Management Consulting Division. He leads the division s Oil & Gas Strategy practice and holds primary responsibility for client management and
Family Office Services Trust and Estate Planning Retirement Plans for both Individuals and Corporations Tax Preparation and Record Keeping Services
HUDSON ADVISOR SERVICES, INC. OVERVIEW Hudson Advisor Services, Inc. provides investment advisory and family office services to individuals, families, and institutions. William N. Hudson, Jr., CEO, founded
