Corporate Profiles
Public Pensions Online has relationships with many professional service providers who provide high-quality products to institutional investors. We invite you to browse the list below and click on the company names to view their Web sites.
Advanced Investment Partners
Advanced Investment Partners (AIP) is an investment management boutique focusing on active U.S. equity strategies featuring a comprehensive investment process with consistent risk management disciplines.
AIP’s value-added stock selection is a multi-perspective analysis that detects and adapts to evolving opportunities within the marketplace. Each of our strategies is systematically engineered and rigorously risk-managed to deliver more consistent excess returns throughout varying market conditions.
Located in Safety Harbor, just minutes west of downtown Tampa, AIP manages U.S. equity portfolios in tax exempt and tax aware accounts for both institutional and private clients.
Our Core Strategies
MaxCap - This strategy invests in major, blue chip stocks that represent some of the largest companies in the U.S. investment universe, as measured by market capitalization. The strategy’s objective is to exceed the return of the S&P 100® Index, whose members tend to be the largest and most established companies from the S&P 500® Index.
LargeCap - This strategy invests in larger market capitalization stocks and typically represents a core, long-term holding within a client’s U.S. equity investment. The strategy’s objective is to generate returns in excess of the widely followed S&P 500® Index, a recognized bellwether for the U.S. stock market.
SMidCap - This strategy invests in smaller market capitalization stocks and typically represents a core, long-term holding within a client’s investment in small-to-mid capitalization U.S. stocks. The strategy’s objective is to exceed the return of the Russell 2500® and Russell 2000® Indexes, which measure the performance of the smaller capitalization segments of the U.S. stock market.
AllCap - This strategy invests in the most compelling stocks across the full range of market capitalization within the U.S. stock market. The strategy’s objective is to exceed the return of the Russell 3000® Index, which measures the performance of the broad U.S. stock market.
Our Specialized ESG Strategies
Sustainable Responsible LargeCap and SMidCap
AIP is the only firm to offer a complete suite of values-based investment solutions. We construct portfolios which incorporate U.S. companies’ environmental, social and governance (ESG) ratings, and combine their ESG scores with a measure of investment attractiveness. This means our clients’ investment goals can now align with their environmental, religious, and social justice principles and practices. AIP’s rigorous approach to stock selection seeks to deliver consistent excess returns, and our careful portfolio construction means no style surprises. Return potential is further enhanced by our commitment to continuous research into market behavior and factor effectiveness. HEADQUARTERS:
100 Main Street
Suite 301
Safety Harbor, Florida 34695
CONTACT:
William O. Bell
Director, Institutional Sales
Telephone: 850.894.1885
Laurie Watson
Telephone: 727.799.3671
Toll-free888.248.8324
Fax:727.799.1232
Laurie@aipllc.com
www.aipllc.com
American Realty Advisors
AMERICAN REALTY ADVISORS has provided innovative real estate investment solutions to institutional investors for over 23 years, and continues to be one of the largest privately-held real estate investment management firms in the United States. American is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended, and has continuously qualified as a Qualified Professional Asset Manager and investment manager and fiduciary under the Employee Retirement Income Security Act of 1974, as amended.
For more information, please contact:
Jay Butterfield
818-409-3243
E-mail
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Artio Global Investors Inc.
Artio Global Investors Inc. became a publicly traded company on the New York Stock Exchange in September 2009 under the ticker symbol "ART". Its indirect subsidiary, Artio Global Management LLC ("Artio Global"), is a registered investment adviser committed to providing investment management expertise in asset classes where we believe we can add value over the long term. Since 1995, we have built a successful track record by taking an unconventional approach to actively investing in global equity and fixed income markets. The strong portfolio management culture we adhere to gives our investment professionals a solid foundation and focus.
Artio Global serves both institutional and intermediary clients including some of the world's leading corporations, public and private pension funds, endowments and foundations and major financial institutions.
Artio Global is headquartered in New York City with offices in Los Angeles, Toronto and London.
Please visit our website at www.artioglobal.com for more information.
Headquarters
330 Madison Avenue
New York, NY 10017
(212) 297-3600
E-mail
Kessler Topaz Meltzer & Check, LLP
Kessler Topaz Meltzer & Check, LLP, with over 100 attorneys, is one of the largest firms specializing in the prosecution of complex class action litigation. Since the Firm’s founding, Kessler Topaz has developed a worldwide reputation for excellence in the areas of shareholder, ERISA, consumer and antitrust litigation. The Firm proudly notes that it has recovered billions of dollars on behalf of its clients and the classes they represent.
Kessler Topaz’s shareholder litigation practice focuses on the prosecution of securities fraud claims brought against public companies as well as their officers, directors, and advisors. With a large and sophisticated client base —including public and multi-employer pension funds, mutual fund managers, investment advisors, insurance companies, hedge funds and other large investors from around the world — Kessler Topaz has been at the forefront of successfully representing investors, and in particular, institutional investors, as plaintiffs in various types of securities actions. In addition, Kessler Topaz has been a leader in implementing important corporate governance reforms designed to protect shareholder rights, improve shareholder value and prevent corporate mismanagement.
Kessler Topaz also dedicates a large portion of its practice to complex litigation on behalf of consumers as well as public and private entities, including municipalities, state agencies, and multi-employer welfare funds. Kessler Topaz’s consumer protection efforts are nationwide in scope and include consumer fraud and antitrust practice groups. The Firm’s attorneys in these departments are trial-tested and have extensive experience in prosecuting federal and state cases on behalf of consumers and purchasers. The Firm is committed to the highest quality of representation and counsels its clients on how best to maximize recovery for losses sustained as a result of fraud and anticompetitive behavior.
Kessler Topaz currently works with clients from the United States, Canada, United Kingdom, The Netherlands, Ireland, Sweden, Denmark, Norway, Finland, Germany, Austria, Italy, and France, as well as South America and Asia.
Kessler Topaz Meltzer & Check, LLP PENNSYLVANIA OFFICE
280 King of Prussia Road
Radnor, PA 19087
Telephone: (610) 667.7706
Facsimile: (610) 667.7056
CALIFORNIA OFFICE
580 California Street, Suite 1750
San Francisco, CA 94104
Telephone: (415) 400-3000
Facsimile: (415) 400-3001
E-mail
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Benefits-USA
Benefits USA provides professional third party administration of public pension plans. Our experienced staff will work with you in every aspect of pension administration. We provide Trustee meeting coordination, oversee all financial matters, coordination with actuary, coordination with plan sponsors and support for participants.
Benefits USA
3810 Inverrary Blvd, Suite 208
Lauderhill, FL. 33319
Phone: (954)730-2068
E-mail
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Buck Consultants
From its modest beginning with two employees, Buck Consultants has developed into a full-service human resources consulting powerhouse. George Buck’s founding principles — unwavering dedication to clients, innovation, and high standards — sparked the successful growth. In 1999, PENSIONS & INVESTMENTS honored George Buck as one of its “Men of the Century.” He was cited for pioneering the application of sound actuarial principles to retirement plans. In addition, the award recognized Buck as the first consulting firm to specialize in the establishment and valuation of pension plans.
Buck Consultants
14911 Quorum Drive
Suite 200
Dallas, TX 75254
Phone: 972-628-6832
Fax: 972-628-6801
E-mail
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Burgess Chambers and Associates
BCA, Inc. is an independent Florida corporation founded in 1988 that is a nationally recognized firm specializing in institutional asset management consulting. BCA has operated continuously for the past 18 years with headquarters in Winter Park, Florida. With approximately 40 institutional clients, BCA has grown carefully, emphasizing performance and client service. All of the firm's revenue is derived from investment advisory services. BCA is paid only by its clients and receives no referral fees or soft-dollars. The firm focuses upon directing risk controlled investment programs for operating funds, pension assets, endowments and foundations, and wealth management. We have a flexible and collaborative team of talented individuals with the industry leading tools to serve our client base with in-depth and accurate assessments of the current market place, management firms and investment opportunities.
601 North New York Ave.
Suite 200
Winter Park, FL 32789
Phone: (407)644-0111
E-mail
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CapTrust Advisors, LLC
CapTrust Advisors, LLC provides investment consulting and fiduciary services to plan sponsors in the public, private, non-profit and higher education sectors of the retirement plan market. Our consultants serve both Defined Benefit and Defined Contribution plans.
Services offered to our retirement plan clients include, but are not limited to, the following:
- Assist in creating specific and measurable goals with a focus of limiting downside risk
- Develop appropriate spending policies for current and future needs
- Conduct probability modeling to test potential outcomes under varying market conditions
- Draft customized Investment Policy Statements
- Research and model appropriate asset allocation for client goals
- Search and recommend money managers tailored to risk tolerance and perform on-going due diligence
- Present quarterly reviews of market trends and provide analysis
- Detail total portfolio performance quarterly, as well as discuss attribution for each manager’s results individually, based on objective benchmarks, peer groups and client goals
- Conduct qualitative and quantitative risk assessment
- Negotiate manager/custodian fees to assist reduction of total investment costs and expenses
Please contact John Griffith:
102 W. Whiting Street
Suite 400
Tampa, FL 33062
813/218-5005
E-mail
For more information, please visit our website at www.captrustadv.com
Cavanaugh Macdonald Consulting, LLC
Senior consultants with an average of more than 25 years of experience serving the public sector. That's the CMC difference. We're innovative and independent, seasoned, creative and technically proficient. We believe governmental clients deserve thought leaders who also are dedicated to client service. That’s the CMC promise: providing you the advice to help your benefit plans thrive.
We are the retained actuary and health care consultant for statewide and municipal retirement systems and health care plans. In fact, we work only for state and local government pension and benefit plans.
Cavanaugh Macdonald Consulting, LLC
200 Main Street, Suite 201H
Hilton Head Island, SC 29926
Telephone: (843)686-3088
E-mail
Chaldon Associates
Chaldon Associates LLC is a business development firm dedicated to marketing quality investment-related products and services to public pension funds. Chaldon’s clients consist of investment firms with expertise in fixed income, equities and alternative investments. Fixed Income Offerings: Core-Plus, High Yield, Enhanced Short-Term Cash, Treasury Inflation Protection Securities and Convertible Securities. Equity Offerings: Mid-cap Value and Small-cap Core-to-Value. Alternative Investments consist of a Private Equity Special Situations Fund and Timberland Investment Management. Our full service law firm client provides Securities/Shareholder Rights Litigation, Portfolio Monitoring and Settlement Claims Monitoring services. In addition, we offer group membership for Identity Theft Insurance to unions and other employee groups.
325 West 38th St.
Suite 908
New York, NY 10018-2915
Phone: 212-631-0453
Fax: 212-631-0456
E-mail
Cornerstone Real Estate Advisers LLC Cornerstone is one of the world’s largest investment managers dedicated exclusively to real estate debt and equity in public and private markets across a global platform. Offices in the US, Europe and Asia provide Cornerstone with a global reach executed through a local market presence. Cornerstone is equipped to offer creative, tailored investment solutions to an international clientele.
Founded in 1994, Cornerstone has grown to become one of the world’s largest real estate advisers. Including the operations of its global network of subsidiary companies, Cornerstone offers its investment services through open and closed end private funds, separate accounts, co-investment programs, joint ventures, and mutual funds. An indirect subsidiary of the Massachusetts Mutual Life Insurance Company (“MassMutual”), Cornerstone is registered with the United States Securities and Exchange Commission as an Investment Adviser.
Cornerstone Real Estate Advisers
One Commercial Plaza
Hartford, CT 06103
Telephone: 860-509-2200
Fax: 860-509-2222
Cypen & Cypen
Cypen & Cypen is a general civil practice firm that has served Miami Beach and Florida for over 60 years. Founded by former Miami-Dade circuit judge Irving Cypen, the firm is "AV" rated in Martindale-Hubbell. Among the wide range of areas in which the firm practices are probate, estate planning, wills and trusts, real estate, condominium law, general civil and probate litigation, appeals, municipal and governmental law, administrative law and pension law. The firm is general counsel to over 30 local government employee (including Police and/or Firefighter) pension funds across the State of Florida, and publishes a monthly newsletter reporting on developments in pension and related law.
777 Arthur Godfrey Road
Suite 320
Miami Beach, Florida 33140
Telephone 305.532.3200
Telecopier 305.535.0050
E-mail
Dana Investment Advisors
For over 24 years, Dana Investment Advisors has achieved success by being able to provide above market returns with our lower than average risk in all of our investment strategies. Our philosophy is built around the fact that the markets are not 100 percent efficient and that value can be found in the marketplace.
15800 W. Bluemound Road
Suite 250
Brookfield, WI 53005
Phone: (800) 765-0157
Fax: (262) 782-0581
E-mail
Danna McKitrick, P.C.
Danna McKitrick is a team of savvy lawyers with the experience and finesse to skillfully address legal matters. Whether your particular situation concerns benefits, personnel, administrative, municipal, statutory, or environmental issues, we are the team you’ll want on your side.
And when it comes to employees, from your very first hire through extreme growth, our Employment & Labor Group is distinguished in handling issues throughout the employment cycle. We counsel businesses on their rights and choices under employment laws in order to guide them in avoiding future legal entanglements. And we teach clients about various employment documents from performance warnings and non-competition agreements, to benefits and stock option contracts.
Our attorneys know that responsive service, healthy client relationships, and quality legal services are key to both living up to our firm’s reputation for excellence and contributing to the likelihood of obtaining favorable outcomes.
Danna McKitrick is a mid-sized, multi-service law firm that delivers outstanding legal representation and a broad service variety to businesses, insurers, and individuals. Whether litigating, transacting day-to-day business, or addressing special circumstances, our attorneys skillfully handle matters that fall within the broad legal practice categories of: administrative law, antitrust, bankruptcy, business torts, contracts, domestic relations, employment and labor, environmental, estate and tax, intellectual property and technology, real estate, and securities.
Clayton
150 North Meramec Avenue, Suite 450
St. Louis, MO 63105
P: 314.726.1000
F: 314.725.6592
St. Charles (by appointment only)
136 North Main Street, Suite 2E
St. Charles, MO 63301
P: 636.946.2203
EnTrust Capital
EnTrust is an investment management firm headquartered in New York City, with additional offices in Boston, Chicago, London, Singapore and Washington, DC. EnTrust was founded in 1997 following the partners’ extensive careers at Goldman Sachs & Co., where they operated as a team.
Today the firm manages in excess of $7 billion in a suite of fund of hedge funds portfolios, as well as customized solutions. Approximately 90% of our investors are institutions such as public/government pension funds, corporations, Taft Hartley plans, endowments and foundations.
Please visit our website at www.entrustcapitalfof.com for more information, or contact us directly:
Mark A. Guariglia
Managing Director
Entrust Capital
375 Park Avenue 24TH Floor
New York, NY 10152
TEL 212.224.5501 FAX 646.282.1401
TOLL FREE 888.812.5100
E-mail
Kevin Manning
Managing Director
Entrust Capital
375 Park Avenue 24TH Floor
New York, NY 10152
TEL 212.224.5502 FAX 646.282.1402
TOLL FREE 888.812.5100
E-mail
FTI Consulting, Inc.
FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations and institutional investors such as pension plans protect and enhance enterprise value in an increasingly complex legal, regulatory and economic environment. With more than 3,800 employees located in 24 countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business and investment challenges in areas such as investigations, due diligence of asset managers, fraud detection, fee analyses, litigation, regulatory issues, reputation management, valuation, risk management and restructuring. The company generated $1.56 billion in revenues during fiscal year 2011. More information can be found at www.fticonsulting.com.
Susan Mangiero, PhD, CFA, FRM
Managing Director
FTI Consulting
3 Times Square
14th Floor
New York, NY 10036
+011.646.453.1241 (direct)
Email
Gabriel, Roeder, Smith & Company
Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting services leader for the public sector. Since its inception in 1938, GRS has placed special emphasis on services to the public sector. Our services include pension, health & welfare, OPEB, and benefit plan technology services. GRS is headquartered in Southfield, Michigan and we have offices in Colorado, Florida, Illinois, and Texas.
A trusted partner to its clients, GRS brings innovative, practical solutions to the challenges faced by benefit plans and plan sponsors. If you’re looking for a firm with an exceptional reputation for quality work and commitment to the public sector, look to GRS.
Gabriel, Roeder, Smith & Company
One Towne Square
Suite 800
Southfield, Michigan 48076-3723
Contact Form
Garcia Hamilton & Associates
Garcia Hamilton & Associates, L.P. was founded in 1988 and is located in Houston, Texas. GH&A is a SEC registered investment advisor offering high quality fixed income, growth equity, and balanced strategies for both institutional and individual investors. Its diversified client base includes public funds, universities and endowments, Taft-Hartley plans, religious organizations and corporations. The Firm is a limited partnership and is100% employee owned by six internal partners with 75% owned by women and ethnic minority partners.
Five Houston Center
1401 McKinney, Suite 1600
Houston, TX 77010
Tel: (713) 853-2322
Fax: (713) 853-2300
E-mail
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ICC Capital Management
ICC Capital Management, Inc. is a registered investment advisor providing portfolio management services for a select group of Public Pension Funds, Taft-Hartley Pension Plans, Endowments and Foundations. We are headquartered in Orlando, FL, with offices in Austin, TX and New York, NY. We manage over $2.4 billion in institutional assets, representing 140 client relationships. ICC Capital Management has been dedicated to a strategy of carefully controlled growth in order to maintain the integrity among our existing client base as a firm committed to superior client servicing and thoughtful investment management. We offer five investment products to our existing and future clients: Multi-Cap Equity, Core Value Equity, Large-Cap Growth Equity, Core Fixed Income and International ADR.
390 North Orange Ave.
Suite 2700
Orlando, FL 32801
Phone: (800) 480-6445
Fax: (407) 841-2814
E-mail
Invesco
Invesco: Helping Investors Worldwide Achieve Their Financial Objectives
With more than 600 dedicated investment professionals worldwide and an operational network spanning 20 countries, Invesco has the global capability to deliver our best ideas to investors around the world.
Institutional Expertise
Invesco provides investment solutions to institutional clients around the globe with an established and growing presence in the U.S., Canada, U.K., Continental Europe and Asia-Pacific regions. Our focus on investment quality and our institutional market expertise allow us to provide the highest level of service to our clients and consultant partners in more than 100 countries around the world.
To learn more, please visit our website or contact:
Keri Hepburn
Senior Director – Sales and Service
Telephone: 617 345 8308
E-mail
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JKMilne
Our philosophy is to actively manage the key components of bond risk to produce higher relative returns at volatility below that of the market. By the very nature of the fixed-income asset class, investors generally seek stability with a known exposure to the risk variables of returns. The components of risk in the market are relative duration to the benchmark, credit quality spread and basis risk.
JKMilne Asset Management
Landmarks Building - Suite 225
100 W. Station Square Drive
Pittsburgh, PA 15219-1122
Phone: 412-560-0241
Fax: 412-560-0250
E-mail
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Kennedy Capital Management
Kennedy Capital Management, Inc. (KCM) is an employee-owned registered investment adviser specializing in the small to mid cap asset classes; 100% of company revenue comes from providing investment advisory services. KCM is headquartered in St. Louis, Missouri.
KCM’s overall investment approach is labor-intensive and bottom-up, based on identifying inefficiencies or trends in the marketplace that other investors may have overlooked. Once the universe is narrowed, the firm performs extensive fundamental analysis – focusing on companies it thinks are generating superior returns on invested capital.
Kennedy Capital Management, Inc. was established in 1980 by Gerald Kennedy and Richard Sinise. KCM has been continuously registered as an investment adviser since its inception.
In 1993, a program was initiated to market the KCM philosophy to institutional investors. At present, KCM’s marketed portfolios include: Micro Cap, Small Cap Value I, Small Cap Core, Small Cap Growth, Extended Small Cap, Small Cap Select (core style, tax-sensitive, marketed to high-net-worth individuals and family offices), Small Cap Select - Socially Responsible Investing (SRI), SMID Cap Value, SMID Cap Growth, Mid Cap Value, Mid Cap Growth and All Cap Value.
Kennedy Capital Management
10829 Olive Blvd. Suite 100
St. Louis, MO 63141
Telephone: (314)432-0400
L.R. Wechsler
Founded in 1981, L. R. Wechsler, Ltd., a Virginia corporation, is a mid-sized consulting practice headquartered in the Washington, D.C., area focusing on supporting the management and technology consulting needs of Public Employees' and Teachers' Retirement Systems. Our clients range across the size spectrum from small to large municipal, county, state and federal government retirement agencies.
10394 Democracy Lane
Fairfax, VA 22030
Phone: (703) 385-3440
Fax: (703) 385-4491
E-mail
Lee Munder Capital Group
Founded in 2000, Lee Munder Capital Group manages over $4.6 billion* for a select group of corporations, municipalities, Taft-Hartley, endowments, foundations, and taxable financial institutions and individual’s plans. We offer a variety of investment strategies, including small-cap growth, small/mid-cap growth, concentrated growth, small- and mid-cap value, global balanced, large-cap core, international small cap equities, international large cap, emerging markets, global market neutral equity and fixed income. On average the firm’s portfolio managers have more than 20 years of investment experience combined with over 25 years of experience of that of our executive management team. Our entrepreneurial philosophy and diverse investment approach allow our portfolio management teams the ability to align common interest in delivering competitive performance. Lee Munder Capital Group leverages a unique combination of experience, insight, and skill to deliver powerful investment solutions to help meet client needs for performance, consistency, stability, and service.
*Assets under management and advisement as of September 30, 2010
Lee Munder Capital Group, LLC
200 Clarendon Street, 28th floor
Boston, MA 02116
Phone: (617)380-5600
Fax: (617)380-5601
JPMorgan Asset Management
J.P. Morgan Asset Management is a global leader in asset management services.
Our global strategic objective is not to be the largest but to be the most respected asset management firm. We strive to deliver exceptional risk-adjusted investment performance, an innovative range of investment and wealth management solutions, and to provide the highest quality service through local management of client relationships. We serve over 3,000 institutional clients worldwide including corporate plans, public funds, endowments, foundations, insurance companies, Taft-Hartley plans and other institutional clients.
Our asset management capabilities total nearly $1.3 trillion over 210 different strategies for equity, multi-asset, fixed income, currency, real assets, hedge funds and private equity assets.
- Largest U.S. based Hedge Fund Manager• (Pensions & Investments, March 2010)
- #4 Largest U.S. Money Manager • (Institutional Investor’s 300, July 2010)
- U.S. Large Cap Core Portfolio Manager Tom Luddy named “Money Manager of the Year” (Institutional Investor, March 2010)
- Institutional Hedge Fund Manager of the Year, Highbridge Capital Management (Institutional Investor, June 2010)
- #1 Most Respected U.S. Private Bank • (Fundfire, February 2010)
- #4 Mutual Funds Family • (Barron’s, February 2010)
- #1 U.S. Real Estate Equity Money Manager • (Pensions & Investments, May 2010)
- #1 U.S. Infrastructure Money Manager
Headquarters
JPMorgan Asset Management
270 Park Avenue, Floor 15
New York, NY 10017
Regional Office
220 Ross Avenue, Floor 10
Dallas, TX 75201
10 South Dearborn, Floor 43
Chicago, IL 60603
560 Mission Street, Floor 3
San Francisco, CA 94105
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Milberg, LLP
Milberg LLP is the largest New York City-based law firm representing investors in class actions seeking recovery of financial losses resulting from corporate securities fraud.
The firm's 76 lawyers work from its main office in New York City and its regional offices in California, Florida, and Michigan. Supported by an unparalleled professional staff of investigators, forensic accountants, financial analysts, economic modeling experts, and paralegals, Milberg has an unmatched capability to investigate claims, conduct discovery, and obtain optimal results for investors through trial or settlement.
Milberg has been active in prosecuting securities class actions since this type of litigation began in the late 1960s, and in particular has represented hundreds of institutional clients in these cases since the enactment of the Private Securities Litigation Reform Act in 1995. Significant securities fraud cases that have been or are being litigated by the firm include: In re Tyco International Securities Litigation (USD 3 billion settlement approved in 2007); In re Vivendi Universal Securities Litigation (jury verdict in favor of an international class of defrauded investors); In re Xerox Securities Litigation (USD 750 million settlement in 2009); In re IPO Securities Litigation (USD 586 million cash settlement in 2009); In re Nortel Securities Litigation (USD 1.142 billion settlement in cash and company stock in 2006); In re Sears, Roebuck and Company (USD 215 million cash settlement in 2006); In re Raytheon Co. Securities Litigation (USD 410 million settlement in 2004); and In re Lucent Technologies Inc. Securities Litigation (USD 517 million settlement in 2003), among many other cases.
The firm is also deeply involved in corporate governance, derivative, and transactional litigation and serves as lead counsel to shareholder plaintiffs in derivative and transactional cases throughout the United States.
The firm offers a sophisticated and secure no-cost portfolio monitoring service to provide investor clients with prompt information about securities fraud situations as they emerge, in order to analyze losses and plan proactive strategies for asset recovery and corporate governance reform.
Milberg LLP
One Pennsylvania Plaza
49th Floor
New York, NY 10119-0165
Telephone: (212) 594-5300
Fax: (212) 868-1229
Mutual of America Capital Management Corporation
Capital Management is a diversified asset management organization with approximately $11 billion in assets under management. We believe consistent, risk-adjusted excess returns can be captured through outstanding security selection and rigorous risk management. Our highly-skilled investment professionals employ a disciplined, fundamental research process enhanced by proprietary quantitative models, which we believe adds consistency and predictability to client portfolios.
Today, Capital Management, an indirect wholly-owned subsidiary of Mutual of America Life Insurance Company, offers institutional investors actively and passively managed domestic equities and domestic fixed income strategies
Contact information:
Kevin Walsh
Senior Vice President, Chief Marketing Officer
Direct Phone: 212.224.1924
Email
Patrick Sullivan
Vice President, Marketing
Direct Phone: 212.224.1964
Email
Mutual of America Capital Management Corporation
320 Park Avenue
New York, NY 10022
Phone: 212.224.1900
Fax: 212.224.2411
www.capitalmanagementcorp.com
PERAC
The Public Employee Retirement Administration Commission (PERAC) was created for and is dedicated to the oversight, guidance, monitoring, and regulation of the Massachusetts Public Pension Systems. The professional, prudent, and efficient administration of these systems is the public trust of PERAC and each of the 106 public pension systems for the mutual benefit of the public employees, public employers, and citizens of Massachusetts. The stewardship of the Trust Funds for the sole purpose of providing the benefits guaranteed to the public employees qualifying under the plans is the fulfillment of the obligation of the people of the Commonwealth to those who have dedicated their professional careers to the service of the people of the Commonwealth.
5 Middlesex Ave.
Somerville, MA 02145
(617) 666-4446
Fax: (617) 628 4002
E-mail
RBC Global Asset Management (U.S.) Inc.
RBC Global Asset Management (U.S.) Inc. is a registered investment adviser headquartered in Minneapolis, Minnesota, with offices in Boston and Chicago. We offer a range of investment capabilities to institutions in both separate accounts and RBC Funds. Our disciplined, team-oriented approach to investment management and our culture of risk management and service excellence are the cornerstone of our investment process. We believe that a long-term view on the markets combined with fundamental, research-driven investment processes are the keys to identifying value in the marketplace.
About RBC Global Asset Management (U.S.) Inc.
- Founded in 1983
- Approximately $40 billion in total firm assets under management
- Part of RBC Global Asset Management with more than $250 billion in assets under management and offices in the United States, Canada, Europe and Asia
JP Farrar
Managing Director, Consultant Relations
312-857-9517
jp.farrar@rbc.com
Michael Schantz
Institutional Portfolio Manager
617-722-4716
Michael.schantz@rbc.com
RBC Global Asset Management (U.S.) Inc.
100 South Fifth Street, Suite 2300
Minneapolis, MN 55402-2143
Phone 800.553.2143
www.rbcgam.us
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Saxena White
Saxena White P.A. ("Saxena White") is a boutique firm focusing on securities and complex litigation, with offices in Boca Raton, San Francisco and Boston. The firm's focus enables it to skillfully and efficiently prosecute corporate wrongdoing on behalf of shareholders, including public institutions and individual investors.
Saxena White is active in major litigations in federal and state courts throughout the nation. Many of Saxena White’s attorneys came to the firm from other major class action firms, state government agencies or major defense firms. The attorneys at Saxena White bring with them significant experience in successfully litigating major securities fraud cases and obtaining sizeable settlements on behalf of investors.
Saxena White
2424 North Federal Highway
Suite 257
Boca Raton, FL 33431
Tel. 561.394.3399
Fax. 561.394.3382
Wells Fargo Institutional Retirement and Trust
Wells Fargo Institutional Retirement and Trust is a national leader in providing total retirement management, investment management, benefits consulting, and trust and custody solutions tailored to meet the needs of institutional clients. Since 1852, Wells Fargo has been helping customers meet their financial needs. We work with organizations to prepare their participants for a financially secure retirement with defined contribution, defined benefit, and nonqualified plans, as well as private-labeled retirement outsourcing through our WySTAR® recordkeeping system.
As a national leader in the retirement industry, we serve more than 8,400 retirement plans, 3.7 million participants and $194.1 billion in retirement plan assets. Our 2,300 retirement team members are dedicated to providing exceptional services, and our breadth of financial products and services can help employers and employees reach financial success.
Regional Office
Patrick P. Laratta, III
Vice President
Wells Fargo Institutional Retirement and Trust
MAC Z0307-092
100 S. Ashley Drive
Tampa, FL 33602
Direct Phone: 813-240-6214
E-mail
www.wellsfargo.com
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