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…
Alternatives Watch – article published August 26, 2022 – New York-based institutional brokerage Dinosaur Financial Group has expanded in the area of credit, offering support to clients active in overall…
New York, NY – June 14, 2022 (via Business Wire) – Dinosaur Financial Group (“Dinosaur”), a New York-based institutional brokerage firm, announced that Mitchell Harris, an accomplished Wall Street executive,…
PARIS, FRANCE – May 16, 2022 – Varenne Capital Partners (“Varenne Capital”), the Paris, France-based investment firm managing $3.9 Billion at the end of the first quarter 2022, announces recent…
