Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of Investments at Oppenheimer & Co. Mr. Calhoun holds the Series 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) securities licenses. He has previously taken and passed the Series 7 (General Securities R ...

Octopus Titan VCT plc Submission of Circular Further to the announcement of the conclusion of the Strategic Review and issuance of a Circular containing the notice of a general meeting to consider the proposal for an amended investment policy, the Circular has been submitted to the Financial Conduct Authority's Electronic Submission System and is available for inspection at https://data.fca.org.uk/#/nsm/nationalstoragemechanism For further information please contact: Rachel PeatOctopus Company Secretarial ...

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交易概述 - Admiral Markets AS 同意出售其全资子公司 Admiral Markets AS (Jordan) Ltd 该子公司为持牌投资公司 [1] - 交易预计于2025年第四季度完成 需满足标准交割条件 [2] 战略动机 - 此次出售是集团优化地域布局战略的一部分 旨在使运营与长期优先事项保持一致 [1] - 交易将简化集团结构 强化战略聚焦 突显公司通过资源配置到增长和运营效率前景最强市场来创造价值的承诺 [2] 财务影响 - 公司预计该出售交易将有助于增加净利润 [2]

服务内容 - 提供封闭式基金和交易所交易基金的投资组合管理 目标为安全可靠的8%收益率 [1][2] - 服务包括可操作的收入和套利策略建议 以及封闭式基金和交易所交易基金的深度分析 [2] - 拥有超过1000名会员的友好社区 致力于寻找最佳收入投资方案 [2] 投资策略 - 投资组合主要配置按月派息产品 有利于加速复利增长和稳定收入流 [2] - 策略同时适用于主动型和被动型投资者 [2] - 通过专业级研究帮助会员从封闭式基金和交易所交易基金的收益及套利策略中获益 [2] 团队背景 - 分析师团队包括Stanford Chemist、Juan de la Hoz和Dividend Seeker等专业人士 [2] - 团队成员Nick Ackerman为前金融顾问 持有Series 7和Series 66执照 拥有超过14年个人投资经验 [3]

公司背景 - NEOS Enhanced Income Credit Select ETF（HYBI）由共同基金重组为交易所交易基金 由NEOS管理 [1] - Binary Tree Analytics（BTA）专注于资本市场工具和交易的分析与透明度提升 拥有投资银行现金及衍生品交易背景 [1] - BTA投资领域涵盖封闭式基金 交易所交易基金及特殊情境投资 追求低波动率下的高年化回报 [1] - BTA团队拥有超过20年投资经验 团队成员毕业于顶尖大学金融专业 [1] 业务范围 - 分析服务覆盖资本市场的工具与交易 [1] - 主要关注CEFs和ETFs等投资产品 [1]

Sep 5, 2025 9:25 AM Eastern Daylight Time First Trust Changes Investment Strategies, Name and Other Related Matters for First Trust EIP Carbon Impact ETF Share WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("FTA†) announces the First Trust EIP Carbon Impact ETF (NYSE Arca: ECLN) (the "Fund†), a series of First Trust Exchange-Traded Fund IV (the "Trust†), changed its investment strategies, name and other related matters, effective September 5, 2025. The Fund's new name is the First Trust EI ...

公司动态 - Horizon Kinetics Holding Corporation从OTCID Basic Market升级至OTCQX Best Market开始交易 股票代码为HKHC [1][2] - 公司需满足高财务标准 遵循最佳公司治理实践 并证明符合美国证券法才能获得OTCQX资格 [3][4] - 公司首席执行官Murray Stahl表示此次升级是上市一周年重要里程碑 有助于提升在美国投资者中的可见度 [4] 业务概况 - Horizon Kinetics Holding Corporation通过子公司Horizon Kinetics Asset Management LLC提供投资顾问服务 [5] - 公司专注于提供独立专有研究及投资顾问服务 涵盖多头和另类价值投资策略 [5] 市场运营 - OTC Markets Group运营着包含12,000只美国和国际证券的受监管市场 [1][6] - OTCQX市场为投资者提供优质美国公开市场 具备实时二级报价和当前财务披露信息 [2][3] - 公司运营多个市场层级：OTCQX Best Market、OTCQB Venture Market、OTCID Basic Market和Pink Limited Market [6]

公司服务 - 提供100%风险免费试用 允许用户体验其已验证的投资方法而无需承担市场学习成本[1] - 通过动态资产配置提供高收入和高增长解决方案 同时隔离风险 模型组合包括短期生存/提取组合和激进长期增长组合[2] - 服务功能包括通过聊天直接访问讨论投资想法 每月更新所有持仓情况 税务讨论以及按请求提供个股分析[2] 分析师背景 - 分析师拥有经济学博士学位 专攻金融经济学领域 具备定量建模专业能力[3] - 过去十年专注于抵押贷款市场 商业市场和银行业研究[3] - 研究领域涵盖资产配置和ETF 特别关注整体市场 债券 银行与金融板块以及住房市场相关ETF[3]