April 11, 2025 webinar speaker along with Hedge Connection’s Lisa Vioni and Lucidity’s Tom Zucosky. April 2025 workshop: Fueling Success 30 Minutes and Beyond. We provided actionable presentation tips for…
[Press release] Montreal – October 21, 2024 (Business Wire) – Mad Science Group, global leader of children’s science education and creative arts, today announced the appointment of Marco Holstvoogd as the…
Joined Lisa Vioni and Tom Zucosky for FUEL’s Summer Workshop: Fueling Success 30 Minutes and Beyond. We provided actionable presentation tips for virtual cap intro meetings, investor follow-up, and relationship…
Co-hosted with Lisa Vioni – presentation workshop for investment managers organized by Fuel. Our workshop provided actionable presentation tips for virtual cap intro meetings, cap intro follow-up, relationship development topics…
October 24, 2023 via Business Wire: –Mad Science Group, world leader of interactive science enrichment for children, announced a Corporate Social Responsibility (“CSR”) program to deliver Science, Technology, Engineering and…
Southport, CT – October 2, 2023 (via Business Wire) – Shadmoor Advisors, a leading operational due diligence (“ODD”) consulting firm for the alternative investment community, today announced the appointment of…
Thought leadership article, served in editorial capacity and sourced distribution channel for client Appomattox. Read full article published by Crain Currency (August 15, 2023). Note: registration required for full access.
Thought leadership article: ghost wrote/co-authored with client Appomattox. Read full article published by Alternatives Watch (July 6, 2023)
Client Appomattox Advisory, Inc. featured by Alternatives Watch, CEO Susan Webb interviewed for CIO Talks. Read the article.
New York, NY – January 4, 2023 – Dinosaur Financial Group (“Dinosaur”), a New York based institutional brokerage firm, today announced the appointment of Kirk Sauer to Managing Director, Emerging…
Caroline Lovelace has joined $1.6 billion outsourced CIO firm Appomattox Advisory, following two decades within the multi-asset/multi-manager private equity and alternative investment industry. (Alternatives Watch’s Susan Barreto, December 7, 2022)
New York, NY – December 5, 2022 – Appomattox Advisory, Inc. (“Appomattox”), a New York based Outsourced Chief Investment Officer [“OCIO”] firm founded in 2005, announced the appointment of Caroline…
