| Name | Title | Contact Details |
|---|---|---|
Melissa Wishnia |
Assistant Vice President, Talent Acquisition | Profile |
Michael McDonald |
Chief Financial Officer | Profile |
Ray Lam |
VP Executive Support and End User Experience | Profile |
Alan George |
Managing Director, Structured Products | Profile |
Stephanie Ungashick |
Assistant Vice President, Human Resources | Profile |
Kayne Anderson Capital Advisors, L.P., is a leading alternative investment firm that manages investments across multiple asset classes including energy, real estate, credit and growth equity. The firm was founded in 1984 on the same principles that still hold strong today – a disciplined investment approach, employing high-quality people, partnering with the highest standards of excellence and aligning our interests with those of our investors and partners and translating that into attractive investment growth. We are focused on sourcing unique opportunities within the areas in which we invest and pride ourselves in going where other firms can`t and don`t. Our approach is rooted in the pursuit of niches —narrowly focused market segments whose size or complexity serve as a barrier to entry for other investment firms. By developing both knowledge and sourcing advantages, we are able to own and exploit these niches to deliver above average, risk-adjusted investment returns. We currently manage $24.5 billion in assets (as of 9/30/2017) for both high net worth and institutional investors. Through our integrated investment approach, when you partner with Kayne, you benefit from the breadth and expertise of 300 professionals in nine offices across the United States to fulfill your investment needs.
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Huntingdon Real Estate Investment Trust is a Winnipeg, MB-based company in the Financial Services sector.
Maxim Group is a leading investment banking, securities and investment management firm. The Firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products, and global institutional equity, fixed-income and derivative sales & trading to a diverse range of corporate clients, institutional investors and high net worth individuals. Maxim Group is registered as a broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: Financial Industry Regulatory Authority (FINRA); Municipal Securities Rulemaking Board (MSRB); Securities Insurance Protection Corporation (SIPC); International Securities Exchange (ISE); NASDAQ Stock Market; and NYSE Arca, Inc.
Knowledge Leaders Capital identified the Knowledge Effect and created the first investment methodology designed to capture the excess returns of highly innovative companies. Knowledge Leaders Capital is creator and designer of the Knowledge Leaders Strategy, with products including indexes, mutual funds, ETFs and separately managed accounts.