Representative Clients & Media Results

WTB&A represents portfolio managers, analysts and executives who are thought leaders in their industries and provide articulate and insightful commentary. Products span mutual funds, institutional products and alternative investment vehicles including global macro strategies, hedge funds and funds of hedge funds. Asset classes include global equity and global fixed income, derivatives, futures, CBOs and REITs.

Although our core specialization is financial services firms, we also work with emerging growth companies and Fortune 500 corporations. Additionally, we have experience with representation of authors and book publicity.

Please see below for a summary of recent media highlights and placements for WTB&A's clients.

February 2010

A mid-cap growth portfolio manager provided his market oulook comments in an Associated Press article.

February 2010

Traders Magazine profiled an investment advisory firm regarding the expansion of its brokerage and trading capabilities.



January 2010

Hedge Funds Review quoted an Investment Manager for the multi-manager team of global financial advisory firm regarding systematic trading. 

January 2010

The Los Angeles Times and Investor's Business Daily quoted a U.S. Banks analyst regarding Goldman Sachs 4th Quarter 2009 earnings amid the announcement of President Obama's proposed regulatory bank plan.

December 2009

A Media research analyst was interviewed by BBC Television and quoted by The New York Times regarding Time Warner Cable.

December 2009

The Wall Street Journal quoted a small-cap portfolio manager regarding recent M&A activity in the small-cap sector.

 December 2009

A senior healthcare services research analyst participated in a live television interview regarding his outlook for the healthcare services sector and the pending healthcare legislation on Fox Business Network's "FOX Business Daytime" program with anchors, Brian Sullivan and Dagan McDowell.

November 2009

The managing director of a fixed income portfolio was quoted in a WSJ.com article regarding his outlook for the bond market at year-end.

November 2009

BusinessWeek Magazine quoted a senior media research analyst regarding DirecTV.

November 2009

The Co-Chief Operating Officer of an asset management firm was featured in a Q&A profile in Global Investment Technology.

October 2009

Barron's featured a profile of a mid-cap stock fund portfolio manager highlighting the manager's investment strategy and the outstanding performance of the fund.

October 2009

The head of Alternative Investments for a leading interdealer broker was featured in Pensions & Investments in an article regarding the secondary hedge fund market.

September 2009

The portfolio manager of a small-cap growth fund was interviewed by Pimm Fox on Bloomberg TV's "Taking Stock" program regarding his outlook for the small-cap investment space.

September 2009

Investor's Business Daily quoted the portfolio manager of an absolute return mutual fund in a monthly mutual fund wrap-up column.

August 2009

A senior vice president of institutional sales at a leading global asset management firm was quoted by Total Alternatives regarding the firm's launch of a new distressed fund of funds.

August 2009

The Financial Times quoted the portfolio manager of a large-cap core mutual fund regarding his investment outlook and consumer retail stocks.

July 2009

An asset management firm specializing in domestic and international aggressive growth investing received coverage in Global Money Management regarding the announcement of the firm's absolute return fund.

July 2009

The executive director of an organization representing investment adviser firms was quoted by Compliance Reporter regarding industry performance standards.

June 2009

News announcing a newly hired U.S. Banks research analyst at an independent financial advisory firm was covered by the Telegraph in London, among other top-tier news publiciations.

June 2009

Comments from an executive director of an investment advisory professional association were included in an Investment News article regarding pending regulatory reform legislation.

May 2009

A senior vice president of institutional sales at an asset management firm specializing in equity and fixed income products for retail and institutional investors was quoted in an Institutional Investor Magazine article regarding transition management services.

May 5, 2009

A research analyst from a leading independent financial advisoy group was quoted in a MarketWatch  article about the possibility of Palm Inc. developing new technology devices.

April 16, 2009

A research analyst from a leading independent financial advisory group was interviewed by CNBC regarding Google. 

http://www.cnbc.com/id/15840232?video=1095565049&play=1

April 2009

A Technology reseach analyst from a leading independent financial advisory group participated in an interview with Bloomberg TV regarding Intel. 

March 2009

Managing Director for a global investment management firm specializing in alternative strategies was interviewed by FINalternatives for a "Q&A" about the firm's strict due diligence process and their avoidance of investing with Bernard Madoff.  Please see below for a link to the article which discussed the firm's extensive due diligence process.

 http://www.finalternatives.com/node/7297




March 2009

An Internet research analyst was interviewed by NPR: National Public Radio on the outlet's "Marketplace" program regarding eBay's March investor conference.

March 2009

Money Magazine quoted the portfolio manager of a Fixed Income Program regarding investing in bonds.

February 2009

A portfolio manager at an asset management firm specializing in equity and fixed income products for retail and institutional investors was quoted in Financial Advisor Magazine about the outlook for the mutual fund industry in 2009.




February 2009

An investment manager at a global asset management firm was quoted in a profile piece on capital management firm in Absolute Return.



February 2009

A Media research analyst participated in a radio interview with the BBC regarding Time Warner Cable.

February 2009

Market outlook comments from the portfolio manager of a Small Cap Core Value Fund were featured in three unique articles which ran on Dow Jones Newswires and in the online and print editions of The Wall Street Journal.

January 16, 2009

A G7 Economist at an inter-dealer broker was quoted in Fortune about the global economic crisis and pending economic stimulus plans.

January 8, 2009

An analyst at a leading independent investment bank was quoted in The New York Times about Intel and the outlook for the computer hardware industry. 


      

January 8, 2009

BusinessWeek.com and MSNBC.com quoted an assistant portfolio manager of Small and Mid Cap Growth Funds in an article regarding the potential impact of pending bankruptcies on the stock market.

 December 5, 2008

A portfolio manager at an asset management firm speciallizing in equity and fixed income products for retail and institutional investors was quoted by SmartMoney.com about his outlook for the markets and reaction to the previous month's jobless claims. 

November 2008

An investment manager at a global investment management firm specializing in alternative strategies was quoted in Alpha Magazine's annual "Fund of Funds 50" article discussing the curent status and future of the hedge fund of funds industry. 

November 24, 2008

A portfolio manager at an asset management firm for retail and institutional investors was featured in a "Manager Profile"  in Investment Management Weekly about the firm's fixed income program strategy. 

October 17,  2008