Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Coming in June: Invesco and Gundlach Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 1, 2010

Coming in June: Invesco and Gundlach

Reported by Armie Margaret Lee

Nearly seven months after his messy split from TCW, Jeff Gundlach will take the stage at the Morningstar conference later this month. Gundlach, the 2005 Morningstar Fixed Income Manager of the Year and a finalist in the Chicago firm's Manager of the Decade award, will address advisors and fellow fundsters on June 23. Vanguard chairman, president and CEO Bill McNabb will be the keynote speaker the next day. The conference, Morningstar's 22nd annual, will be held June 23-25 at McCormick Place Convention Chicago.

Below is a roundup of other happenings in the fund industry this month.

M&A
  • Invesco is set to finish its purchase of Morgan Stanley's retail asset management business today.

    Product Launch
  • Invesco PowerShares plans to list the PowerShares International Corporate Bond Portfolio on the NYSE Arca on June 3.

    People Moves
  • Jeffrey Cerutti, most recently managing director and head of third-party sales at UBS Global Asset Management joins Virtus Investment Partners today as head of retail distribution. UBS is looking for a replacement.

  • Nancy Curtiss, executive vice president of operations at Virtus, will retire from the Hartford, Connecticut-based firm on June 30.

  • Frank Ryan is leaving his post as chief financial officer at Russell Investments this month.

  • Gary Rolle will step down from his roles as CEO, CIO and chairman of Transamerica Investment Management at the end of the month.

    Closing Shop
  • Rigel Capital is liquidating its sole mutual fund, the $14.4 million Rigel U.S. Equity Large Cap Growth Fund, on June 11. The Seattle-based company itself is reportedly shutting down at the end of the month.

    Conferences
  • Pershing will stage its Insite 2010 Financial Solutions Conference June 9-11 at The Westin Diplomat in Hollywood, Florida. Former treasury secretary Hank Paulson leads the roster of speakers.

  • Avi Nachmany and co. will host the Strategic Insight National Conference June 28-29 at Chelsea Piers in New York City. This year's confab is anchored on the theme "Evolving Opportunities in Fund Distribution, Product Innovation & Retirement Markets." 

    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2025: Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF Director Discussion Series - Open Forum via Zoom, June 24
    2. WE SoCal - Tariffs, Taxes, & Tapas, June 24
    3. WE Chicago - Pre-Morningstar Conference Happy Hour, June 24
    4. Morningstar Investment Conference 2025, Jun 25-26
    5. IDC Director Segment Meeting - Compliance Oversight Peer Group, June 25
    6. WE South - TopGolf Showdown Tennessee, June 26
    7. WE South - TopGolf Showdown Mississippi, June 26
    8. WE South - TopGolf Showdown Florida, June 26
    9. WE South - TopGolf Showdown Georgia, June 26
    10. IMEA webinar - Global Branding: the Appeal and the Challenges, June 26
    11. MFDF In Focus webinar - Strategic Preparation for Director Turnover, June 26
    12. MFDF Director Discussion Series - Open Forum, July 9
    13. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
    14. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
    15. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
    16. MFDF webinar - M&A and Consolidation in Asset Management, July 16
    17. MFDF webinar - ETF Conversions, July 17
    18. MFDF Director Discussion Series - Open Forum (New York), July 22
    19. MFDF Ask Anything webinar - AI Edition, July 24
    20. MFDF webinar - Use of Derivatives by RICs, July 29
    21. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    22. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    23. ICI ETF Conference, Sep 8-10
    24. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    25. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    26. MFDF webinar - Latest in Closed-End Funds Litigations, September 23




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use