Securing Your Tomorrows WELCOME 1 to the Robert Aguallo, Jr. General Manager LACERS 2005 INVESTMENT MANAGER & EMERGING BROKERAGE FIRMS FORUM.

Slides:



Advertisements
Similar presentations
Organization Chart: Investment Management & Research
Advertisements

Money Management. Definition The process of budgeting, saving, investing, spending or otherwise in overseeing the cash usage of an individual or group.
Chris Argyrople, CFA, 38 Finance Experience: Delta Partners LLC, Partner & co- Founder, present Long/Short Equity Fund PAR Capital Management Inc.,
Enron – Shareholders Aaron Palmer Seyoung Park. Shareholders Common shareholders - saw their holdings dwindle to almost nothing Employees - lost 401(k)
Copyright ©2005 Ibbotson Associates, Inc. Portfolio Performance Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, 1300 S. Clinton.
The Sale of Bear Stearns to J.P. Morgan Chase Zach Dickson, Anna Reid Fonville, Grant Harrison, Trevor Glenn 9/23/08.
Chapter 1 - An Introduction to Financial Management Chapter 1 - An Introduction to Financial Management  2005, Pearson Prentice Hall.
Financial Services Assistant: We are seeking a highly motivated, proactive and client service oriented individual to grow our professional team. If you.
Copyright ©2005 Ibbotson Associates, Inc. Decades of Performance Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, 1300 S.
Wall Street 101 UMBS Investment Association September 2002.
ISLAMIC FINANCE: THE UNITED STATES AND UNITED KINGDOM EXPERIENCES
Copyright © 2004 by Thomson Southwestern All rights reserved Investment Banks Securities Firms Venture Capitalists Management and Ethical Issues.
PRESENTED BY TARO NAKANO Treasury Auctions and the Secondary Treasury Markets.
Copyright ©2005 Ibbotson Associates, Inc. Global Investing Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, 1300 S. Clinton.
EUROPEIZACION DE BASES MILITARES Mapa publicado en el Documento oficial del Parlamento Europeo de la instalaciones militares de los Estados miembros de.
1 Investment Companies Chapter 3 Jones, Investments: Analysis and Management.
The Goldman Sachs Group, Inc.
Presentation for National Press Foundation Teh-Hsiu Fu CEO Everbright Pramerica Fund Management Company Shanghai China June 8, 2007.
JORDAN WAREHAM Bank of America. A Brief History The Bank of Italy was founded in San Francisco by Amadeo Giannini in 1904 March 7, 1927, Giannini consolidated.
Copyright ©2005 Ibbotson Associates, Inc. Taxes and Investment Performance Securities offered through Lincoln Financial Advisors Corp., a broker/dealer,
EdgeTech Analytics ASSET MANAGEMENT SOFTWARE: 2008.
Investing Continued.  A stock is a share of a stock  It entitles the buyer to a certain part of the future profits and assets of a corporation selling.
FRANKLIN TEMPLETON INVESTMENTS 1 Mohieddine Kronfol Chief Investment Officer Global Sukuk and MENA Fixed Income Franklin Templeton Investments (ME)
Investment Management
Strategy Overview: Our strategy manages capital through a disciplined and systematic-based approach to achieve consistent investment returns through all.
Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, member FINRA/SIPC. For use with financial professionals only. Maximizing.
Your Wealth Advisor Identify Goals, Establish Expectations Determine Investment Time Horizon and Risk Tolerance Develop Customized Wealth Management Solutions.
The Stock Market West Morris Central Mrs. Pollison.
Stock Market Analysis and Personal Finance Mr. Bernstein Investment Banks May 23, 2013.
Copyright ©2005 Ibbotson Associates, Inc. Risk and Volatility Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, 1300 S. Clinton.
1 Jonathan Shapiro - Partner, Chief Financial Officer at Ropart Asset Management Jonathan is currently a partner at Ropart Asset Management, a private.
Financial ManagementFinancial Markets & InstitutionsInvestments Financial management is the study and practice.
Copyright ©2005 Ibbotson Associates, Inc. Long-Term Investment Performance Securities offered through Lincoln Financial Advisors Corp., a broker/dealer,
Copyright ©2005 Ibbotson Associates, Inc. Principles of Investing Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, 1300 S.
NFI Aggressive Short Premium. Strategy Overview: The investment philosophy of NFI Aggressive Short Premium is predicated upon statistical probabilities.
Case Study: SRI within a Japanese Financial Institution Tadashi Hayami Asahi Life Asset Management Co., Ltd. at KATOOMBA V November 6th, 2002.
The Role of a Financial Manager Corporations Roles and Titles of Financial Managers Principal-Agent Problems Presentation – Dennis Spice.
Irwin/McGraw-Hill 1 Securities Firms and Investment Banks Chapter 3 Financial Institutions Management, 3/e By Anthony Saunders.
Chapter 1 Investments - Background and Issues McGraw-Hill/Irwin © 2004 The McGraw-Hill Companies, Inc., All Rights Reserved. Investments & Financial.
Q. Why has Lehman Brothers collapsed. It was one of the most exposed banks to the US sub-prime mortgage market. It did not give out mortgages to ordinary.
FMR (Fidelity Investments): A Leading Mutual Fund Company, Discount Brokerage Firm, Retirement Plan Provider, Custodian, & Clearing Broker Tiburon Research.
Ms. Palmer Pollard HS THE STOCK MARKET. Definitions  Stock: A share (or a piece) of a public company.  Stock Market: Where the actual buying and selling.
How Big Can This Get?. Supply & Demand Curve for Financial Services P* Q* Price Quantity Supply Demand.
Mystery Career Field Functions, Titles and Positions Security Sales and Trading Corporate Finance Broker/ Trader Research Analyst Raise capital for companies.
HAYNES BARKER INVESTMENT MANAGEMENT, LLC Portfolio Management & Analysis, Financial Planning, & Wealth Transfer Strategies 233 D Oil Well Road Jackson,
Chapter 2 Fundamentals of Corporate Finance Fifth Edition Slides by Matthew Will McGraw-Hill/Irwin Copyright © 2007 by The McGraw-Hill Companies, Inc.
Corporate Overview. 2 Our History is Anchored in Tradition  A new vision and a new beginning.  Greater than the sum of its parts — The combination of.
Global Financial Regulatory Framework Regulating International Capital Market Masters in Accountancy (MACC508)
Global Financial Regulatory Framework Regulating International Capital Market Masters in Accountancy (MACC508)
Mirae Asset Securities (USA) Inc.
ADD Picture John Kirby Partner and Co-founder
The Investment Environment
Who Owns Accenture Stock
Fundamentals of Corporate Finance
The Bank of New York Mellon Corporation Direct Holders shaded in Gray
The Bank of New York Mellon Corporation Direct Holders shaded in Gray
Chapter 3 Jones, Investments: Analysis and Management
Chapter 1 - An Introduction to Financial Management
UWM LUBAR SCHOOL OF BUSINESS
Richard Klitzberg – Klitzberg Associates / McDaniel College
Rising Momentum Trumps Policy Uncertainty
The Latin American Corporate Governance Roundtable
2006 Year-End IPO Update Charts
WELCOME XCLUSIVE HOMES.
Financial Market Theory
Religare Health Insurance Company Limited
Stocks: The Basics.
Chapter 1 - An Introduction to Financial Management
50 Largest US Mutual Fund Families
Cayman Investment Forum 2014 "Navigating Global Markets"
Presentation transcript:

Securing Your Tomorrows WELCOME 1 to the Robert Aguallo, Jr. General Manager LACERS 2005 INVESTMENT MANAGER & EMERGING BROKERAGE FIRMS FORUM

Securing Your Tomorrows 2 Investment Managers Bonds  Lehman Brothers Asset Management, LLC  LM Capital Group, LLC  Loomis Sayles & Company, Inc.  Robert W. Baird & Company, Inc.

Securing Your Tomorrows 3 Investment Managers  Alliance Capital Management  Aronson + Johnson + Ortiz, LP  Barclays Global Investors  Fiduciary Trust Company International  Oak Associates, Ltd.  Pacific Financial Research, Inc.  Rhumbline Advisers  SIT Investment Associates, Inc.  Thomson, Horstmann & Bryant, Inc. Equity/Domestic

Securing Your Tomorrows 4 Investment Managers  Capital Guardian Trust Company (Europe)  Daiwa SB Investments (USA) Ltd.  Marvin & Palmer  State Street Global Advisors  Templeton International (Pacific Basin)  The Boston Company Asset Management, LLC  TT Int’l Investment Management Equity/Non-U.S.

Securing Your Tomorrows Investment Broker/Dealers  Acento Securities, LLC  Backstorm McCartney Berry & Co.  Blaylock & Partners, LP  Bley Investment Group, Inc.  BOE Securities  Cabrera Capital Markets, Inc.  Capital Institutional Services, Inc. (CAPIS)  Capital Management Group  Cathay Financial, Inc.  Divine Capital

Securing Your Tomorrows Investment Broker/Dealers  Doley Securities  East/West Securities  E.J. De La Rosa & Co., Inc.  Finacorp Securities  Great Pacific Securities, Inc.  GRW Capital Corporation  Harvest Capital Investments  Harvestons Securities  Ivy Securities, Inc.  Jackson Securities, LLC

Securing Your Tomorrows Investment Broker/Dealers  Lambright Financial Solutions, LLC  Loop Capital Markets  Magna Securities Corp.  Melvin Securities, Inc.  Mischler Financial Group  M. Ramsey King Securities, Inc.  M.R. Beal & Co.  Montrose Securities International  Multi Trade Securities, LLC  Pacific American Securities, LLC

Securing Your Tomorrows Investment Broker/Dealers  Popular Securities, Inc.  Ramirez & Comapny, Inc.  Robert Van Securities, Inc.  Rumfolo & Associates Securities  SBK Brooks  Siebert Capital Markets  Sturdivant & Co.  The Williams Capital Group  Walton Johnson & Company