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Business Wire
35 minutes ago
- Business
- Business Wire
Meketa Investment Group Welcomes New Shareholder
BOSTON--(BUSINESS WIRE)--Meketa Investment Group ('Meketa'), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include one new shareholder. Matt Curran, CFA, CAIA, has joined the firm's ownership group, recognizing his significant contributions to Meketa's research and consulting work. With employee ownership of over 70 shareholders, Meketa continues its growth trajectory. Curran is a Research Consultant on Meketa's Public Markets Manager Research team, where he plays a key role in the evaluation and selection of equity investment managers. He joined Meketa in 2017 and has since supported the firm's consultants in delivering manager research insights to clients. Matt holds a Bachelor of Arts in Biology from the College of the Holy Cross and is both a Chartered Financial Analyst® (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder. 'Two of our values focus on growth and culture,' said Peter Woolley, Managing Principal and Co-Chief Executive Officer at Meketa. 'Matt becoming a shareholder reinforces both these critical values, as we support the growth of resources and foster an environment in which employees thrive.' 'Matt's elevation to shareholder reflects the dedication and insight he brings to our manager research platform,' said Hayley Tran, CFA, CAIA, Head of Global Equity Research. 'His thoughtful approach to equity manager selection has helped strengthen our recommendations and, ultimately, our client portfolios.' Meketa remains committed to providing independent advice and customized investment solutions for clients across the public and private sectors, endowments and foundations, and other institutional investors. Meketa serves as a true partner, fostering deep relationships to understand each client's distinct mission and goals, and delivering best-in-class advice, support, and execution to help them achieve their investment objectives. About Meketa Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, the firm serves institutional investors in nondiscretionary and discretionary capacities. Meketa's collective client assets under advisement represent approximately $2.3 trillion as of December 31, 2024. For more information, please visit
Yahoo
2 days ago
- Business
- Yahoo
CFA Society Toronto Closes the Market
Toronto, Ontario--(Newsfile Corp. - June 3, 2025) - Fred Pinto, CFA, ICD.D, Chief Executive Officer, CFA Society Toronto along with other Board members, volunteers, and newly awarded Chartered Financial Analyst (CFA®) Charterholders, joined Omar Khafagy, Head, Client Success, Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV), to close the market and celebrate the new cohort of CFA Charterholders. Cannot view this video? Visit: The CFA Charter is one of the most respected and recognized designations in the global investment industry, symbolizing unwavering commitment to ethical integrity, rigorous analytical proficiency, and a global perspective. To earn the CFA Charter, candidates must sequentially pass three comprehensive four-and-a-half-hour exams, demonstrate 4,000 hours of investment decision-making work experience over a minimum of 36 months, and uphold the CFA Institute Code of Ethics and Standards of Professional Conduct. This year, over 600 CFA Program graduates were recognized at CFA Society Toronto's annual Charter Recognition Ceremony held on May 30. CFA Society Toronto is the world's largest Societies of CFA® Charterholders, dedicated to supporting the professional and business development of more than 11,500 members. With a focus on education, networking, and thought leadership, CFA Society Toronto empowers finance professionals to excel in a dynamic and competitive global market. For more information visit MEDIA CONTACT:Akanksha PatilAccount ManagerPUNCH Canada To view the source version of this press release, please visit
Business Wire
6 days ago
- Business
- Business Wire
Virtus Total Return Fund Inc. Bolsters Strategy with Portfolio Manager
HARTFORD, Conn.--(BUSINESS WIRE)-- Virtus Total Return Fund Inc. (NYSE: ZTR) today announced that Newfleet Asset Management's Benjamin Caron, CFA, senior managing director and portfolio manager, has been added as a portfolio manager on the Fund, which is managed by Newfleet and Duff & Phelps Investment Management Co. Caron, with over 25 years of experience in the investment industry, is a member of Newfleet's multi-sector portfolio management team that manages several multi-sector fixed income open-end and closed-end mutual funds, ETFs, and off-shore vehicles, including Global Multi-Sector Income, Low Duration Core Plus Bond, Short Duration Core Plus Bond ETF, and Multi-Sector Bond ETF. 'As an industry veteran, Ben continues to be an invaluable resource as his background and expertise supports our focus of building out our strategies to meet our clients' needs,' said David L. Albrycht, CFA, Newfleet's president and chief investment officer, who also manages the Fund with Steven Wittwer, CFA, executive managing director and senior portfolio manager, and Rodney Clayton, CFA, managing director, portfolio manager, and senior research analyst, both of Duff & Phelps. Caron was also added as a portfolio manager to the GF Multi-Sector Income, Multi-Sector Intermediate Bond, and Multi-Sector Intermediate Bond Series. He earned a B.A. from Syracuse University and an M.B.A. from Suffolk University and is a Chartered Financial Analyst (CFA®) charterholder. With Caron's addition, Connie Luecke, CFA, senior managing director and senior portfolio manager at Duff & Phelps, will step down as portfolio manager to the Fund effective today. Luecke remains a portfolio manager to DNP Select Income Fund Inc., a closed-end fund advised by Duff & Phelps. About the Fund Virtus Total Return Fund Inc. is a diversified closed-end fund. Its investment objective is capital appreciation, with income as a secondary objective. Virtus Investment Advisers, LLC, a registered investment adviser and an affiliate of Virtus Investment Partners, Inc., is the investment adviser and Duff & Phelps Investment Management Co. and Newfleet Asset Management are the subadvisers to the Fund. For more information on the Fund, contact shareholder services at (866) 270-7788, by email at closedendfunds@ or through the Closed-End Funds section of Fund Risks An investment in a fund is subject to risk, including the risk of possible loss of principal. A fund's shares may be worth less upon their sale than what an investor paid for them. Shares of closed-end funds may trade at a premium or discount to their NAV. For more information about the Fund's investment objective and risks, please see the Fund's annual report. A copy of the Fund's most recent annual report may be obtained free of charge by contacting 'Shareholder Services' as set forth at the bottom of this press release. About Duff & Phelps Investment Management Co. Duff & Phelps Investment Management Co. pursues investment strategies with exceptional depth of resources and expertise. With more than 35 years of experience managing investment portfolios, Duff & Phelps has earned a reputation as a leader in investing in global listed infrastructure, global listed real estate, clean energy, and diversified real assets in institutional separate accounts and open- and closed-end funds. For more information, visit About Newfleet Asset Management Newfleet Asset Management provides comprehensive fixed income portfolio management in multiple strategies. The Newfleet Multi-Sector Strategies team that manages the Virtus Total Return Fund Inc. employs active sector rotation and disciplined risk management in portfolio construction, avoiding interest rate bets, and remaining duration neutral to each strategy's stated benchmark. Newfleet Asset Management is a division of Virtus Fixed Income Advisers, LLC, which is a registered investment adviser affiliated with Virtus Investment Partners. For more information, visit About Virtus Investment Partners, Inc. Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment management products and services from our investment managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at There can be no assurance that the portfolio will achieve its investment objectives. An investment in the portfolio is subject to the risk of loss of principal; shares may decrease in value.
Malaysian Reserve
7 days ago
- Business
- Malaysian Reserve
Callan Promotes Uvan Tseng to Lead Its West Coast Consulting Team
SAN FRANCISCO, May 29, 2025 /PRNewswire/ — Callan, a leading institutional investment consulting firm, announced today that Uvan Tseng, CFA, has been promoted to manager of Callan's West Coast Consulting team. Uvan will report to Greg DeForrest, CFA, who continues to lead the firm's overall client consulting group and has also managed the West Coast team since 2014. 'Uvan has been an invaluable member of the West Coast team since he joined the firm almost 17 years ago,' said Mr. DeForrest. 'He has a distinguished track record of both partnering with clients and leading coworkers.' In his role as a senior vice president and manager of the West Coast consulting team, Mr. Tseng will continue to work with a variety of clients while managing a team of 11 consultants. He is also a member of Callan's Management Committee and Defined Contribution Committee, and is a shareholder of the firm. He is based in Callan's San Francisco headquarters. 'Callan is a truly special place to develop a career in investment consulting,' said Mr. Tseng, whose team comprises consultants in California and the Pacific Northwest. 'Since joining the firm, I have enjoyed collaborating with long-tenured colleagues to build successful investment programs for Callan's clients. I look forward to continuing helping my team and clients navigate challenges and seize the opportunities presented in this dynamic industry.' Mr. Tseng earned an MBA in finance from Santa Clara University and a BA in business economics from the University of California, Santa Barbara. Uvan has earned the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has six offices throughout the U.S. Learn more at Media Contact: Elizabeth Anathan mediarelations@ 415-274-3020
Observer
08-05-2025
- Business
- Observer
What is Mu'tamad programme? How can it help jobseekers?
Muscat: The Oman Investment Authority (OIA) has recently launched the third edition of the Mu'tamad programme, an initiative designed to enhance the employability of Omani graduates in high-demand sectors including finance, accounting, and cybersecurity. The programme, which opened for registration on April 28 and runs until May 15, targets Omani jobseekers holding bachelor's degrees in related disciplines with a minimum GPA of 2.7. Participants selected through written assessments and interviews will undergo intensive training and professional development aimed at securing globally recognised certifications such as the Chartered Financial Analyst (CFA) and ACCA qualifications. In a notable expansion this year, the third edition introduces a dedicated cybersecurity track, reflecting the growing demand for digital security professionals in both public and private sectors. The inclusion of this track aligns with national priorities in digital transformation and cybersecurity readiness. The Mu'tamad Programme is part of OIA's broader commitment to supporting Omanisation and preparing local talent for leadership roles within strategic sectors. According to OIA, 50 graduates have successfully completed the programme in its first two editions, all obtaining international certifications and advancing into the workforce.
