Equitable announces new leadership appointments
March 29, 20246 min
Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management
Moomoo announces the establishing of the Moomoo Foundation
March 29, 20244 min
Moomoo, the intuitive investment and trading platform is thrilled to announce that it has established Moomoo Foundation, a foundation dedicated to furthering moomoo’s commitment to advancing financial literacy, promoting economic egalitarianism, and nurturing technological innovation among burgeoning fintech startups that share Moomoo Foundation’s ideals. Moomoo Foundation’s inaugural financial literacy initiative will be held on April 1, 2024. Moomoo Foundation and New York University’s Economics Society will host the “Invest your financial feature with moomoo” at NYU’s Leslie e-Lab. Justin Zacks, VP of...
FusionIQ launches FIQ Market One
March 28, 20245 min
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals
Portal announced the launch of RAFA
March 27, 20246 min
RAFA’s AI Agents work in tandem to generate financial intelligence that was once only accessible by Wall Street’s elite
FundGuard closes $100M Series C Funding Round
March 27, 20245 min
Round Led by Key1 Capital, with Euclidean Capital and Hamilton Lane Joining Previous Investors to Accelerate New Product Capabilities and Further Expand Company’s Market Reach
Laidlaw & Co. Managing Partner James Ahern has been named one of Crain’s New York’s Notable Leaders in Finance for 2024. Mr. Ahern has been at Laidlaw for fourteen years and is credited with the firm’s strategic investments in some of the most promising and cutting-edge healthcare advancements to date. Mr. Ahern’s main responsibilities at the firm are centered around venture capital investments, where approximately $300 million has been deployed, creating billions in public market value. “Jimmy is one of the brightest, most...
Sun Life names Timothy Deacon as Chief Financial Officer
March 26, 20244 min
Sun Life Financial Inc. is pleased to announce the appointment of Timothy (Tim) Deacon as Executive Vice-President and Chief Financial Officer, reporting to Kevin Strain, President and CEO, Sun Life, effective April 8, 2024. Mr. Deacon will become a member of Sun Life’s global Executive Team. He succeeds Manjit Singh, who is now President of Sun Life Asia. Mr. Singh will continue in his role as President of Sun Life Asia and as CFO until Mr. Deacon assumes his...
CDPQ appoints Rana Ghorayeb as EVP and Head of Real Estate
March 22, 20247 min
CDPQ announced the appointment of Rana Ghorayeb as Executive Vice-President and Head of Real Estate. In her new role, she will be responsible for leading the overall Ivanhoé Cambridge portfolio and investment team, which has assets of over $77 billion. Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. Before joining CDPQ in 2012, Rana Ghorayeb already had an impressive track record in real estate in...
BGL welcomes Jason Myler as a Managing Director in Technology
March 21, 20244 min
Myler's addition to the firm continues BGL's momentum in expanding its capabilities in Technology
Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, announced that Archie Hughes has joined the company as senior regional vice president. Hughes will be responsible for furthering the sales efforts of Trilogy’s platform of investment offerings in the eastern US region. “Financial intermediaries continue to seek options that lessen the impacts market turbulence has on clients’ portfolios,” said Matt Leiter, chief financial officer for Trilogy Real Estate Group. “Archie has developed a reputation...