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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www .putnam .com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of ...

  3. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life.

  4. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On December 3, 2003, the SEC proposed new rules to stop after-hours trading in mutual funds. [9] [10] On December 18, 2003, the SEC “announced an enforcement action against Alliance Capital Management L.P. (Alliance Capital) for defrauding mutual fund investors. The SEC ordered Alliance Capital to pay $250 million.

  5. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

  6. Marsh McLennan - Wikipedia

    en.wikipedia.org/wiki/Marsh_McLennan

    Marsh & McLennan Companies, Inc. Marsh & McLennan Headquarters at 1166 6th Avenue in New York City Company type Public Traded as NYSE: MMC S&P 500 component Industry Insurance brokers Professional services Founded 1905 ; 119 years ago (1905), in Chicago, Illinois, U.S. Headquarters 1166 Avenue of the Americas, New York City, New York, U.S. Key people H. Edward Hanway (Chairman) Dominick Burke ...

  7. Lado Gurgenidze - Wikipedia

    en.wikipedia.org/wiki/Lado_Gurgenidze

    In September 2009, Gurgenidze established, together with Dinu Patriciu, Liberty Investments, an investment company focusing on financial services institutions in frontier markets with low corruption, low taxes and open economies. In the same month, Liberty Investments announced the acquisition of 91.2% equity interest in Liberty Bank, which has ...

  8. Edward E. Ayer - Wikipedia

    en.wikipedia.org/wiki/Edward_E._Ayer

    Edward Everett Ayer (November 16, 1841 – May 3, 1927) was an American business magnate, best remembered for the endowments of his substantial collections of books and original manuscripts from Native American and colonial-era history and ethnology, which were donated to the Newberry Library and Field Museum of Natural History in Chicago.

  9. George Putnam III - Wikipedia

    en.wikipedia.org/wiki/George_Putnam_III

    George Putnam III is the editor and founder of The Turnaround Letter, a newsletter published by New Generation Research, Inc. which deals with investment opportunities related to distressed securities, bankruptcies and turnarounds. [1] He is also president of New Generation Advisers, Inc., which manages a hedge fund which invests in distressed ...

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