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Recent Activities

Activities between Nov. 15, 2024, 7:19 p.m. and Nov. 22, 2024, 7:19 p.m. from: Exchange Traded Fund Etf Analytics And Data Company.

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Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Clients will gain access to a branded mobile application, giving them insights into their finances through an easy and intuitive user experience. The adaptability of OneVest's platform allows Westwood Wealth Management to tailor features and functionality that align with its client - focused service model, reinforcing the firm's dedication to innovation and customization. " We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience ," said Brian Casey, President & CEO of Westwood Wealth Management and CEO of Westwood Holdings Group, Wealth Management's parent company. " This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available ," he continued. Amar Ahluwalia, CEO of OneVest, expressed his enthusiasm for the new partnership.
Document Source: https://www.businesswire.com/news/home/20241118534697/en/Westwood-Wealth-Management-Partners-with-OneVest-to-Elevate-Client-and-Advisor-Experience (archive.org page / archive.org listing)


Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience. OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its wealth management software provider. This strategic move underscores Westwood Wealth Management's commitment to delivering an exceptional client and advisor experience by integrating OneVest's cutting-edge, highly configurable platform. The adoption of OneVest's configurable advisor platform will benefit Westwood Wealth Management's private wealth advisors through a superior digital experience that streamlines operations, enabling them to focus less on administrative work, and more on serving their clients. With OneVest's advanced technology, Westwood Wealth Management will also enhance the overall client journey through a modern client portal.
Document Source: https://www.businesswire.com/news/home/20241118534697/en/Westwood-Wealth-Management-Partners-with-OneVest-to-Elevate-Client-and-Advisor-Experience (archive.org page / archive.org listing)


With $500 Million Total Allocation from CalPERS, Nuveen Underscores Commitment to Preserve Affordable Housing and Build Resilient Communities

Document Date: Nov. 20, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: United States
Provided_By: Partnership: Awarded: Document Extract: NEW YORK, Nov. 20, 2024 /PRNewswire/ - Nuveen, the investment manager of TIAA, announced today that CalPERS, California's public sector pension and health benefits agency, is expanding its commitment to Nuveen Real Estate's affordable housing strategy with an additional $ 400 million allocation. This second allocation of $ 400 million is made to a separately managed account (SMA) focused on affordable housing and follows the June 2024 announcement of CalPERS' $ 100 million investment in the Nuveen Real Estate U.S. Affordable Housing Fund, bringing CalPERS' total commitment to the strategy to $ 500 million. " The lack of affordable housing has been a multi-decade crisis in the U.S. We are grateful for CalPERS' continued commitment to our affordable housing strategy as we seek to support a broad range of social benefits for communities and to generate steady, accretive returns ," said Pamela West, Portfolio Manager for Impact Investing, Nuveen Real Estate. " This investment will preserve access to safe and deeply affordable housing while making environmentally sustainable improvements ."
Document Source: https://www.prnewswire.com/news-releases/with-500-million-total-allocation-from-calpers-nuveen-underscores-commitment-to-preserve-affordable-housing-and-build-resilient-communities-302310903.html (archive.org page / archive.org listing)


With $500 Million Total Allocation from CalPERS, Nuveen Underscores Commitment to Preserve Affordable Housing and Build Resilient Communities

Document Date: Nov. 20, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Awarded: Document Extract: With $ 500 Million Total Allocation from CalPERS, Nuveen Underscores Commitment to Preserve Affordable Housing and Build Resilient Communities. NEW YORK, Nov. 20, 2024 /PRNewswire/ - Nuveen, the investment manager of TIAA, announced today that CalPERS, California's public sector pension and health benefits agency, is expanding its commitment to Nuveen Real Estate's affordable housing strategy with an additional $ 400 million allocation. This second allocation of $ 400 million is made to a separately managed account (SMA) focused on affordable housing and follows the June 2024 announcement of CalPERS' $ 100 million investment in the Nuveen Real Estate U.S. Affordable Housing Fund, bringing CalPERS' total commitment to the strategy to $ 500 million. " The lack of affordable housing has been a multi-decade crisis in the U.S. We are grateful for CalPERS' continued commitment to our affordable housing strategy as we seek to support a broad range of social benefits for communities and to generate steady, accretive returns ," said Pamela West, Portfolio Manager for Impact Investing, Nuveen Real Estate.
Document Source: https://www.prnewswire.com/news-releases/with-500-million-total-allocation-from-calpers-nuveen-underscores-commitment-to-preserve-affordable-housing-and-build-resilient-communities-302310903.html (archive.org page / archive.org listing)


Pitney Bowes Announces Significant Progress on Deleveraging Initiative with Paydown of $100M of Oaktree Notes

Document Date: Nov. 19, 2024, 1 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Investment
Target: Document Extract: Pitney Bowes Inc. (NYSE: PBI) ("Pitney Bowes" or the "Company") , a technology-driven company that provides SaaS shipping solutions, mailing innovation, and financial services to clients around the world, today announced that it has repaid $ 100 million of the $ 275 million in senior secured notes ("2028 Notes") issued by Oaktree Capital Management, L.P. ("Oaktree") , the balance of which was $ 272 million as of September 30, 2024.
Document Source: https://www.businesswire.com/news/home/20241119569103/en/Pitney-Bowes-Announces-Significant-Progress-on-Deleveraging-Initiative-with-Paydown-of-100M-of-Oaktree-Notes (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo") . At the closing, B. Riley received total consideration consisting of approximately $ 203 million in cash, subject to certain purchase price adjustments, Class B Preferred Units of Great American NewCo with an initial aggregate liquidation preference of approximately $ 183 million, and Class A Common Units of Great American NewCo representing approximately 47 % of the total outstanding common units. B. Riley expects to record a gain on its investment in GA Group of approximately $ 235 million in its fourth quarter 2024 financial results. Bryant Riley, Chairman and Co-Chief Executive Officer of B. Riley, said, "We are excited about this new partnership with Oaktree, which has the scale and expertise in alternative investments to power GA Group's next chapter of growth and success.
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The Great American Group to Leverage 30-Year Track Record to Provide Industry-Leading Valuation, Appraisal, Asset Disposition and Real Estate Services. B. Riley to Recognize Gain of Approximately $ 235 Million on Transaction in Fourth Quarter 2024 Results. LOS ANGELES, Nov. 18, 2024 /PRNewswire/ - B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley" or the "Company") , a diversified financial services company, and funds managed by Oaktree Capital Management, L.P. ("Oaktree") , today announced the launch of a partnership between B. Riley and Oaktree in the Great American ("GA") Group, an industry-leading provider of valuation, appraisal, asset disposition and real estate services. The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo").
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Document Date: Nov. 19, 2024, 12:35 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates. State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) , announced today that it is joining forces with Bridgewater Associates, LP, one of the world's preeminent asset managers, seeking to widen access to core alternative investment strategies. " Bridgewater is known for its 40-year history of delivering resilient, diversified portfolios and insights to many sophisticated institutional global investors, including innovative approaches to strategic asset allocation. We are excited that this strategic relationship will now bring that portfolio construction expertise to retail investors as well ," said Anna Paglia, chief business officer at State Street Global Advisors. State Street Global Advisors pioneered the ETF industry in 1993 and has a history of providing investors with access to liquid and transparent solutions to meet essential goals, including income generation, diversification, and wealth accumulation.
Document Source: https://www.businesswire.com/news/home/20241118278354/en/State-Street-Global-Advisors-Forms-Strategic-Relationship-With-Bridgewater-Associates (archive.org page / archive.org listing)


State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Document Date: Nov. 19, 2024, 12:35 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) , announced today that it is joining forces with Bridgewater Associates, LP, one of the world's preeminent asset managers, seeking to widen access to core alternative investment strategies. " Bridgewater is known for its 40-year history of delivering resilient, diversified portfolios and insights to many sophisticated institutional global investors, including innovative approaches to strategic asset allocation. We are excited that this strategic relationship will now bring that portfolio construction expertise to retail investors as well ," said Anna Paglia, chief business officer at State Street Global Advisors. State Street Global Advisors pioneered the ETF industry in 1993 and has a history of providing investors with access to liquid and transparent solutions to meet essential goals, including income generation, diversification, and wealth accumulation. Since 1975, Bridgewater Associates has been building a deep understanding of markets and economies that has allowed the firm to innovate in multiple areas of portfolio construction.
Document Source: https://www.businesswire.com/news/home/20241118278354/en/State-Street-Global-Advisors-Forms-Strategic-Relationship-With-Bridgewater-Associates (archive.org page / archive.org listing)


AEA Investors and Battery Ventures Complete Sale of Process Sensing Technologies

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United Kingdom of Great Britain and Northern Ireland
Vendor: Buyer: Target: Document Extract: NEW YORK, BOSTON, and ELY, United Kingdom, Nov. 21, 2024 /PRNewswire/ - AEA Investors' ("AEA") Middle Market Private Equity team ("AEA MMPE") and Battery Ventures ("Battery") today announced they have completed the sale of Process Sensing Technologies ("PST" or the "Company") to DwyerOmega, a global manufacturer and provider of innovative sensors and instrumentation solutions.
Document Source: https://www.prnewswire.com/news-releases/aea-investors-and-battery-ventures-complete-sale-of-process-sensing-technologies-302312972.html (archive.org page / archive.org listing)


AEA Investors and Battery Ventures Complete Sale of Process Sensing Technologies

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United Kingdom of Great Britain and Northern Ireland
Vendor: Buyer: Target: Document Extract: NEW YORK, BOSTON, and ELY, United Kingdom, Nov. 21, 2024 /PRNewswire/ - AEA Investors' ("AEA") Middle Market Private Equity team ("AEA MMPE") and Battery Ventures ("Battery") today announced they have completed the sale of Process Sensing Technologies ("PST" or the "Company") to DwyerOmega, a global manufacturer and provider of innovative sensors and instrumentation solutions.
Document Source: https://www.prnewswire.com/news-releases/aea-investors-and-battery-ventures-complete-sale-of-process-sensing-technologies-302313010.html (archive.org page / archive.org listing)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Target: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Morgan Stanley Capital Partners Acquires FoodScience

Document Date: Nov. 19, 2024, 2 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Williston
Vendor: Buyer: Target: Document Extract: Morgan Stanley Capital Partners Acquires FoodScience.
Document Source: https://www.businesswire.com/news/home/20241118822513/en/Morgan-Stanley-Capital-Partners-Acquires-FoodScience (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Moving To
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)

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