As adviser to its own proprietary mutual funds and manager of individual client accounts, AFAM may purchase, sell or hold positions in the securities that appear in this presentation.
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As advisor to its own proprietary mutual funds and manager of individual client accounts, AFAM may purchase, sell or hold positions in the securities that appear in this presentation.
We made some adjustments to her marketing and networking, and a few weeks later, she got an offer to be the main relationship manager for a financial services client of a digital strategy firm.
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If you're a manager, you know how important it is to make sure the client is always pleased with the service or product you're selling.
Privacy, according to general manager Jessica Davis, is the biggest benefit for the client, while for the hotel, the buyout ensures occupancy is at 100%.
There's a shortage of senior accountants right now, and the recession has actually provided a chance for them to revive client relationships, believes Mark Koziel, senior manager of firm practice management at the American Institute of Certified Public Accountants.
Connolly's manager of some 24 years, Steven Brown, still struggles to comprehend his client's enduring appeal.
When performance is good, funds are reluctant to terminate a manager that has been problematic in other areas such as client servicing.
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Once the matter has become the subject of a confidentiality agreement, the money manager will usually withhold it from regulators and law enforcement pursuant to the attorney-client privilege.
No additional income would be generated for what the manager earned from the weighted elements of the index would simply become a monetary transfer to the client.
"With today's announcements, it's clear SanDisk is going all out in its commitment to delivering industry-leading SSD technology to our customers, " said Kevin Conley, senior vice president and general manager, client storage solutions.
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The more sophisticated the fund manager appears to be, and the more complex his model, the harder it is for the client to tell whether the strategy will produce skewed returns.
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"Lenovo was one of the first to embrace convertible design coupled with touch interaction in a big way and the Yoga 13 and ThinkPad Twist are both remarkable devices that are sure to wow consumers, " said Kirk Skaugen, corporate vice president and general manager, PC Client Group, Intel.
By opposing disclosure of the risks to investors personal trading by portfolio managers poses, as well as disclosure of portfolio manager personal trading records and, when all else fails, invoking the attorney-client privilege to prevent investors from learning of illegal personal trading, the mutual fund industry has been able to maintain the illusion that such trading is rare and investors are not being harmed.
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The greater the commission rate the pension client approves, the more the broker gets paid and the more money the manager has to spread around to accomplish his multiple objectives.
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As for that UBS tipping case, 12 of the defendants have settled or pleaded guilty, including Mitchel Guttenberg, the former institutional client manager of UBS's research department who was accused of selling upcoming downgrade tips to hedge fund clients in a scheme hatched with a friend at New York's Oyster Bar.
Berent even had one client, a female manager who had survived ovarian cancer, say she would rather go back to chemotherapy than speak in front of a group.
Mitchel Guttenberg, 41, an institutional client manager at UBS Securities, was charged with passing material--nonpublic information--to traders Erik Franklin, 39, formerly of Bear Stearns, and David Tavdy, 38, formerly of Assent, a New York broker-dealer.
So I tuned in yesterday to an Intel Webinar with David Buchholz, director of consumerization and John Mahvi, business client product line manager at the company as they discussed the new hardware.
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