Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. So it’s fortunate that we have someone who makes the world of employee benefits legitimately interesting and exciting and relevant to your business.

Insurance

The TRADE

JUNE 10, 2025

By embedding GenAI directly into our trading and investing workflows, our new capability will allow traders to make faster, more confident decisions.”

Trading

CNBC: Investing

JUNE 27, 2025

More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. Here’s his winning investment strategy Michelle Fox Now is the time to nab solid yields in these tax-free bonds.

Securities

CNBC: Investing

JULY 25, 2025

More In Pro Stock Picks Best Stocks: A unique financial stock riding the options boom with a chart sent from heaven Josh Brown Alphabet, Amazon are buys ahead of earnings results, portfolio manager says Sarah Min Why the manager of a $2 billion fund is cooling off his European defense investments Chloe Taylor Read More Subscribe to CNBC PRO Subscribe (..)

Investors

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

The TRADE

JULY 10, 2025

She has also worked as a portfolio management trading assistant at the firm, based out of Philadelphia. Read more – Goldman Sachs and FlexTrade enhance algo offering with API order status updates Khoury confirmed her new position in an announcement on social media.

Equities

The TRADE

JUNE 16, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco.   The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025.   Sheridan will be based out of Los Angeles in his new role.  

Capital Market

CNBC: Investing

JULY 12, 2025

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. Tripadvisor is owned in the fund.

Media

CNBC: Investing

JULY 19, 2025

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments.

Shares

The TRADE

JULY 22, 2025

Read more: Rising Stars of Trading and Execution 2025 nominations now open Previously in his career, Diallo has served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.

Trading

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager

The TRADE

JULY 14, 2025

Barclays Barclays has appointed Joseph Lee as head of high touch sales trading, Asia Pacific, as part of the firm’s efforts to bolster and diversify its APAC equities business.

Investment Manager

The TRADE

JUNE 12, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco. Prior to this, Sheridan spent more than five years at State Street in Massachusetts, where he worked as a FX middle office specialist, as well as an operations specialist.

Portfolio Management

The TRADE

JULY 23, 2025

Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future.

Asset Management

CNBC: Investing

JULY 24, 2025

For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. The lack of volatility has given the stock a beta of 0.43 compared to the overall market's beta of 1.0, which means CBOE has about half the volatility of the S & P 500.

Stock

CNBC: Investing

JUNE 6, 2025

securitized products and a portfolio manager at Janus. Some $4 billion has moved into the fund so far this year, according to FactSet. "With CLOs, you're getting a decent return," said John Kerschner, head of U.S. "You're not taking outsized risk."

Portfolio

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. Bastiaan Berendsen was promoted to head trader at Robeco, based in Rotterdam.

Portfolio Management

CNBC: Investing

JULY 22, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital.

Investment

CNBC: Investing

JULY 1, 2025

"The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. McFee is also portfolio manager on Vanguard's Core Tax-Exempt Bond ETF (VCRM) , which has an average stated maturity of 14.4

Portfolio Management

CNBC: Investing

JUNE 17, 2025

The former Neuberger Berman senior portfolio manager said it's extremely hard to predict how these high-stakes trade negotiations would unfold.

Portfolio Management

CNBC: Investing

JUNE 21, 2025

" Jed Ellerbroek, portfolio manager at Argent Capital Management Echoing Woods, Jed Ellerbroek cited Nvidia as a potential second-half winner due to the upcoming release of its Blackwell Ultra chip, which is expected to meet with "exceptionally high demand."

Investors

Razorpay

JUNE 11, 2025

Over time, Scripbox evolved into a holistic wealth management platform, expanding its offerings beyond mutual funds to include Portfolio Management Services, Alternative Investment Funds, bonds, and fixed deposits, catering to a broader set of financial needs.

Management

CNBC: Investing

JUNE 13, 2025

Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. In addition to Nvidia and AMD, T. "I think Nvidia would be the most standard way that the world will build on.

Investment

CNBC: Investing

JULY 22, 2025

Keith Gangl, portfolio manager at Gradient Investments, joined CNBC's "Power Lunch" to offer his takes on the companies.

Portfolio Management

CNBC: Investing

JULY 15, 2025

In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above.

Stock

CNBC: Investing

JUNE 10, 2025

The breakout in the IBIT chart is around $64 and with the increased position size I would not want to see price move back below $58, which I'll use for a risk-reduction level We offer active portfolio management and regular subscriber updates like the idea presented above.

S&P

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure.

Portfolio

CNBC: Investing

JANUARY 12, 2024

More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.

Portfolio Management

CNBC: Investing

AUGUST 18, 2023

Neuberger Berman senior portfolio manager Sandy Pomeroy lays out her argument for dividend stocks and names opportunities ahead.

Portfolio Management

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management

CNBC: Investing

SEPTEMBER 4, 2024

Needham's portfolio manager Chris Retzler believes the economy will continue to slow, but he is bullish on a few names insulated from the macro uncertainty.

Portfolio Management

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management

CNBC: Investing

SEPTEMBER 2, 2024

This aerospace stock should triumph as ongoing manufacturing troubles plague Boeing, Artisan Partners' Chris Smith says.

Portfolio Management

CNBC: Investing

DECEMBER 29, 2023

Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1 1 spot for a winning stock fund in 2023, according to Morningstar.

Portfolio Management

CNBC: Investing

AUGUST 2, 2024

Nvidia shares can double from these levels, according to portfolio manager Dan Niles.

Portfolio Management