Corporations walk a tightrope on tax-inversion comms Financial communications experts say Burger King has responded well to the political and social media uproar over its decision to move its corporate[Continue Reading]
All News, Zito Partners   ,

August 20, 2014

Quad in FinAlternatives

Q&A: Quad Advisors’ Borish Is Looking For Real Traders, Not Index Huggers Peter Borish, who served as founding partner and director of research at Tudor Investment Corp., has become the[Continue Reading]
All News, Client News   , , ,

August 18, 2014

Tortoise in Fundfire

Energy Boom, Income Demand Boost Interest in MLPs Managers with separately managed accounts (SMAs) and funds of master limited partnerships (MLPs) have been raking in high-net-worth assets, a trend that[Continue Reading]
All News, Client News   ,

August 18, 2014

STA in Tabb Forum

Good Luck, Chair White: Advisory Committees and Roundtables in the 21st Century Among SEC Chair Mary Jo White’s equity market structure agenda is a plan to create an advisory committee.[Continue Reading]
All News, Client News   , ,
Tortoise Capital Advisors Managing Director and Portfolio Manager Matthew Sallee and colleagues will visit the New York Stock Exchange (NYSE) and ring The Closing Bell® to commemorate the 10th anniversary[Continue Reading]
All News, Client News   ,

August 15, 2014

Tortoise on CNBC

Washington focusing on MLPs Discussing Kinder Morgan’s consolidation deal and the advantage of master limited partnerships, with Matthew Sallee, Tortoise Capital Advisors.[Continue Reading]
All News, Client News   , ,

August 14, 2014

Franklin Square in Forbes

Franklin Square Capital Chats With LCD About BDCs, Record Leverage Levels S&P Capital IQ LCD recently chatted with Michael Gerber, managing director, and Zach Klehr, executive vice president, at alternative[Continue Reading]
All News, Client News   ,
Quad Advisors Debuts Hedge Fund Incubator and Accelerator NEW YORK, Aug. 6, 2014 — Quad Advisors, a hedge fund incubator and accelerator, announced it has signed two growing hedge funds[Continue Reading]
All News, Client News   , , ,

August 6, 2014

Quad hits CNN Money

Market jitters return. Dow drops 140 points Geopolitical risk reared its ugly head once again, sending stocks down, down, down Tuesday. Read more here.[Continue Reading]
All News, Client News   ,
As a network of companies that drives the world’s greatest economic and innovation engine, and as a nation, we simply are not prepared for cyber-attacks. Understanding the methodology, motivation, and[Continue Reading]
All News, Client News   , , , , ,

July 31, 2014

CMS on food safety

How do you ensure food safety with tight margins and changing demand? Poultry processing plants are not just talking about food safety: they are proactively looking to enhance measures throughout[Continue Reading]
All News, Client News   , , , ,
Hedge Funds Face Compliance Hurdles of AIFMD Alternative funds selling to European investors must meet ESMA’s strict guidelines for trader reporting, risk controls, and valuations — similar to SEC’s Form[Continue Reading]
All News, Client News   ,

July 31, 2014

DMS in Risk.net

Fatca legislation pierces corporate veil, says DMS Implications of the IGA regulations in Cayman for fund fiduciaries The US Foreign Account Tax Compliance Act (Fatca) has officially arrived in the[Continue Reading]
All News, Client News   , ,

July 30, 2014

DMS in Tabb Forum

Breaking Up Because of Basel III: It Was Good While It Lasted Across the global financial sector, Basel III’s capital and liquidity requirements are forcing banks to forego low-return capital[Continue Reading]
All News, Client News   ,
The NFL Alumni Association on Tuesday announced a partnership with Juvent Regenerative Technologies Corp. that makes it the official provider of dynamic motion therapy equipment for pro football retirees. The[Continue Reading]
All News, Client News   , , , , , ,

July 23, 2014

DMS in FinOps

GATCA: Brace for FATCA on Steroids The US Internal Revenue Service didn’t make any friends among financial firms abroad when it imposed the Foreign Account Tax Compliance Act (FATCA) to[Continue Reading]
All News, Client News   , ,

July 17, 2014

DMS in Fundweb

Fund groups ‘not proactive enough’ as AIFMD deadline looms Many alternative investment managers have left their AIFMD applications to the last minute with less than 100 fully accredited for the[Continue Reading]
All News, Client News   , ,

July 16, 2014

Tortoise in Barron’s

5 MLP Plays for Growth as Well as Big Payouts H. Kevin Birzer of the Tortoise MLP & Pipeline Fund has averaged 24% annual returns over the past three yrs.[Continue Reading]
All News, Client News   , , , ,

July 14, 2014

DMS in Law360

US Fund Managers: Are You Cleared To Access EU Investors? The clock is ticking on the one-year transitional period for the European Union’s Alternative Investment Fund Managers Directive, meaning U.S.[Continue Reading]
All News, Client News   , , ,

June 30, 2014

DMS on Fox

Watch the latest video at video.foxbusiness.com[Continue Reading]
All News, Client News   , ,
Featured Article: Don’t Win The GIIN Battle But Lose The FATCA War by Kathleen Celoria, Executive Director, DMS Offshore Investment Services[Continue Reading]
All News, Client News   , ,
root9B, a Premier Alliance Company, Names Dick Grasso to Advisory Board Former NYSE Chairman and CEO Joins cybersecurity panel NEW YORK, June 25, 2014 /PRNewswire/ — root9B, a Premier Alliance[Continue Reading]
All News, Client News   , , , , , ,
There are people in my life who give me…and our team…great guidance and inspiration. Our Board of Advisors is a group of people who do just that. I encourage you[Continue Reading]
All News, Bob's Blog   , , , ,

June 20, 2014

DMS in TABB Forum

Hedge Funds Face Main Street Governance Hedge funds, which have trillions of dollars under management, are not generally subject to the same level of regulation as mutual funds. But as[Continue Reading]
All News, Client News   ,