Portfolio Manager

 
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Waddell & Reed Financial, Inc. (NYSE: WDR) and its affiliate Ivy Funds today named two veteran managers to its Asset Strategy portfolios, which include mutual funds and institutional accounts.
Sign-up for Waddell & Reed, Ivy Funds Add Portfolio Managers to Asset Strategy Team investment picks
2014/9/3
Third Avenue Management LLC (“Third Avenue”), an investment adviser to private and institutional clients, today announced that Robert “Chip” Rewey, III, CFA, currently Lead Portfolio Manager of Third Avenue’s flagship Value strategy (TAVFX, TVFVX) and Co-Lead Portfolio Manager of Third Avenue’s Small-Cap strategy (TASCX, TVSVX), will assume sole lead management responsibility for the Small-Cap strategy upon the departure of Curtis Jensen, Co-Lead Portfolio Manager of the Small-Cap strategy, at the end of September 2014.
Sign-up for Robert “Chip” Rewey Named Lead Portfolio Manager of Third Avenue’s Small-Cap Strategy investment picks
More RIAs Are Leveraging Portfolio Management Solution to Engage Their Clients Online and Differentiate From Robo-Advisors CHICAGO , Aug.
Sign-up for Advisor View™ by Envestnet | Tamarac™ Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs investment picks
Waddell & Reed Financial, Inc. (NYSE: WDR) announced today that William Nelson, portfolio manager of its high income mutual funds — Ivy High Income Fund, Waddell & Reed Advisors High Income Fund, Ivy Variable Insurance Portfolio High Income, and the closed-end Ivy High Income Opportunities Fund (NYSE: IVH) — has been terminated for “cause” as set forth in his employment agreement.
Sign-up for Waddell & Reed Names New Portfolio Manager for its High Income Funds investment picks
2014/9/15
Prudential Real Estate Investors has named James Glen a principal and portfolio manager for its core U.S. real estate fund, the company announced today.
Sign-up for PREI® hires James Glen as portfolio manager for core US real estate fund investment picks
Lazard Asset Management LLC (LAM) today announced the expansion of its US equity capabilities with the addition of Frank Sustersic, Director and Portfolio Manager.
Sign-up for Lazard Asset Management Hires Frank Sustersic as Portfolio Manager, Small Cap Growth Equities investment picks
2014/7/28
On July 28, 2014, at a meeting of the Board of Directors of DSM and LEO, the Board approved the appointment of Jeffrey B.
Sign-up for DMF, DSM and LEO Announce Portfolio Manager Changes investment picks
2014/8/22
Please replace the release dated August 18, 2014 with the following corrected version due to multiple revisions in the telephone replay section.
Sign-up for CORRECTING and REPLACING First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust Specialty Finance and Financial Opportunities Fund investment picks
2014/9/15
NEW YORK , Sept.
Sign-up for Neuberger Berman MLP Income Fund Announces Portfolio Manager Conference Call September 23, 2014 investment picks
2014/9/2
The Korea Fund, Inc. (NYSE:KF) announced today a semi-annual portfolio manager conference call, to be held at 10:00 a.m. EDT, on September 17, 2014.
Sign-up for The Korea Fund, Inc. Announces Semi-Annual Portfolio Manager Conference Call investment picks
2014/9/17
Trimark Investments Announces Portfolio Manager Promotions Canada NewsWire TORONTO , Sept.
Sign-up for Trimark Investments Announces Portfolio Manager Promotions investment picks
First Trust Advisors L.P. (“FTA”) announced today that First Trust Intermediate Duration Preferred & Income Fund (NYSE: FPF) (the “Fund”) intends to host a conference call with Stonebridge Advisors LLC (“Stonebridge”), the Fund’s investment sub-advisor, on Wednesday, July 16, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust Intermediate Duration Preferred & Income Fund investment picks
First Trust Advisors L.P. (“FTA”) announced today that its Leveraged Finance Investment Team, portfolio manager for the First Trust Senior Floating Rate Income Fund II (NYSE: FCT) (the “Fund”), intends to host a conference call on Tuesday, August 12, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust Senior Floating Rate Income Fund II investment picks
First Trust Advisors L.P. (“FTA”) announced today that Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (NYSE: MFD) (the “Fund”) intends to host a conference call with Macquarie Capital Investment Management, LLC and Four Corners Capital Management, LLC, the Fund’s investment sub-advisors, on Wednesday, August 6, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund investment picks
First Trust Advisors L.P. (“FTA”) announced today that First Trust/Aberdeen Global Opportunity Income Fund (NYSE: FAM) and First Trust/Aberdeen Emerging Opportunity Fund (NYSE: FEO) (each a “Fund” or collectively, the “Funds”) intend to host a conference call with Aberdeen Asset Management, Inc. (“Aberdeen”), the Funds’ investment sub-advisor, on Monday, September 15, 2014, at 10:15 A.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust/Aberdeen Global Opportunity Income Fund and First Trust/Aberdeen Emerging Opportunity Fund investment picks
First Trust Advisors L.P. (“FTA”) announced today that First Trust Enhanced Equity Income Fund (NYSE: FFA) (the “Fund”) intends to host a conference call with Chartwell Investment Partners, Inc. (“Chartwell”), the Fund’s investment sub-advisor, on Wednesday, September 10, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust Enhanced Equity Income Fund investment picks
2014/7/25
The Portfolio Manager commentary for the DMB, DMF, DSM and LEO, which discusses recent events in Puerto Rico and each fund’s exposure to select Puerto Rico bond issuers as of June 30, 2014, can be found on www.dreyfus.com in the “Holdings” section of the Fund’s Closed-End Funds page: https://public.dreyfus.com/products-performance/closed-end.html To order a hard copy of this information, call 1-800-334-6899.
Sign-up for Dreyfus Closed-End Municipal Bond Funds Provide Portfolio Manager Commentary on Puerto Rico Debt investment picks
First Trust Advisors L.P. (“FTA”) announced today that First Trust Dividend and Income Fund (NYSE: FAV) (the “Fund”) intends to host a conference call with the Leveraged Finance Team of FTA and Chartwell Investment Partners, Inc. (“Chartwell”), the Fund’s investment sub-advisor, on Wednesday, August 13, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Dividend and Income Fund investment picks
http://at.marketwire.com/accesstracking/AccessTrackingLogServlet?docid=0970083001&sourceType=1 http://www.ccnmatthews.com/logos/20051006-BMO170.jpg TORONTO, ONTARIO --
Sign-up for BMO Investments Inc. Announces Changes to Portfolio Managers investment picks
First Trust Advisors L.P. (“FTA”) announced today that First Trust Strategic High Income Fund II (NYSE: FHY) intends to host a conference call with Brookfield Investment Management, Inc. (“Brookfield”), the Fund’s investment sub-advisor, on Wednesday, July 23, 2014, at 3:15 P.M. Central Time .
Sign-up for First Trust Advisors L.P. Announces Portfolio Manager Conference Call for First Trust Strategic High Income Fund II investment picks

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