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U.S. Equity

Morgan Dempsey Changes Hands

March 8, 2010 - David Durham and Brian Rafn have been named principals at Morgan Dempsey Capital Management (MDCM), in addition to becoming owners of the firm. Dempsey, who is director of sales and marketing, and Rafn, a portfolio ...

Todd-Veredus Hires Public Funds Marketer

March 2, 2010 - Eddie Vandiver has taken on the role of Director of Public Pensions Marketing at Todd-Veredus Asset Management (TVAM). Vandiver brings more than 35-years of public pension plan experience to the role. His ...

Canaccord Taps Buell for Research Efforts

March 2, 2010 - Vancouver-based Canaccord Adams has added former Piper Jaffray Investment Research Head Stephen Buell to lead its U.S. equity research team. The new managing director and head of Canaccord’s research piece ...

Toronto Firms Combine to form Navina Asset Management

March 1, 2010 - With the acquisition of Navina Capital Corp.’s outstanding shares at the start of the year, Lawrence Asset Management announced today that both firms would become Navina Asset Management. While the release states the ...

BTIG Hires Duo from Pali Capital

March 1, 2010 - Institutional broker dealer BTIG has appointed another group of former Pali Capital veterans to bolster its client offering. The additions are expected to lead its newly created fundamental equity research group. Last week, BTIG appointed ...

Ohio Highway Patrol Launches Searches

March 1, 2010 - The $650 million Ohio Highway Patrol Retirement System (HPRS) Board of Trustees approved two new searches totaling $65 million, Dan Weiss, retirement system executive director and CIO, told IMW. Collectively, $50 million will ...

First Eagle Makes Addition to Portfolio Management Team

March 1, 2010 - Kimball Brooker has been named an associate portfolio manager at First Eagle Investment Management for the firm’s international value strategy. A company statement announcing the promotion said Brooker joined First Eagle ...

BTIG Continues Expansion with U.S. Hires

February 24, 2010 - Brad Berk and Michael Stamberger have joined BTIG from Pali Capital as managing directors and senior sales traders for the institutional equities division. At Pali Capital, Berk and Stamberger were both senior sales traders...

Collins Stewart Names Head for Capital Markets Group

February 16, 2010 - Henry Erbe has joined Collins Stewart where he will be responsible for the origination, structuring and execution of capital markets transactions managed by the firm’s U.S.-based operations, an announcement issued today ...

Jefferies Adds Event Driven Team

February 16, 2010 - As one its latest attempts to expand global sales and trading in equities and fixed-income, securities and investment banking firm Jefferies has added a new equities focused European event driven desk to its team. The new group, ...

Collins Stewart Carves Out Equity Strategist Role

February 9, 2010 - Anthony Dwyer has joined financial advisory group Collins Stewart to fill the newly created position of managing director and chief equity strategist in the U.S. In a press release today, CEO of Collin Stewart’s North American operations ...

Castor Asset Management Opens its Doors

February 9, 2010 - Castor Asset Management, a new Toronto-based investment firm, is looking to offer “access to Canada in the global arena,” Harold Kent, president and CEO told IMW today. The new firm, which was granted registration by the ...

Toronto Manager Hires Equity Pro

February 8, 2010 - JovInvestment Management has added a 25-year and extremely decorated veteran to lead its equity team, as the Toronto-based firm’s continues to expand its “growing presence in Canada,” firm President Steven Hawkins, ...

Atlanta Life Makes Additions

February 5, 2010 - Atlanta Life Investment Advisors (ALIA) made two new additions to its team last month, the firm told IMW today. S. Dawn Swift joined the firm as its marketing and client services coordinator, where she will be the contact ...

Quotient Investors Introduces ESG Product

February 4, 2010 - Quotient Investors has unveiled a new strategy aimed to provide “significant exposure to environmental, social and governance (ESG) factors,” the New York-based institutional equity manager announced today. The “Quotient Sustainable Alpha” ...