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WT Blase & Associates: Clients | |
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Representative Clients & Media ResultsWTB&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. Please see below for a summary of recent media highlights and placements for WTB&A's clients.
September 2010 A mutual fund manager was quoted in Investor's Business Daily's "Monthly Mutual Fund Review" for August 2010. June 2010 A client's director of fixed income was featured in an AOL Daily Finance article about credit ratings. http://www.finalternatives.com/ A managing director at a hedge fund of funds particapted in a Q&A with FINAlternatives about the future of the business. May 2010
A client's small cap growth and small cap value fund mangers are both featured in Dow Jones Newswires articles.
Launch of a risk arbitrage trading desk at the world's second largest inter-dealer broker was picked up by Wall Street & Technology.
The managing director of fixed income investments is featured in a 15-minute podcast with TheStreet.com.
A managing director of fixed income was quoted in The Wall Street Journal about the corporate bond market. April 2010 The head of electronic broking for an inter-dealer broker was interviewed by Bloomberg TV about proposed regulation on trading and its effect on the derivatives industry at an industry conference on Friday, April 22. http://www.youtube.com/watch?v=CC_pklV5vx0
An computer hardware research analyst at a leading independent financial advisory group was quoted in Barron's.com about IBM. March 2010
The New York Times' "Deal Book" column quoted a U.S. Banks analyst regarding E*Trade.
January 2010
December 2009 A Media research analyst was interviewed by BBC Television and quoted by The New York Times regarding Time Warner Cable.
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
November 2009
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.
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 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
July 2009 The executive director of an organization representing investment adviser firms was quoted by Compliance Reporter regarding industry performance standards.
June 2009
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 An Internet research analyst was interviewed by NPR: National Public Radio on the outlet's "Marketplace" program regarding eBay's March investor conference.
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 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
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 The Managing Director of a quant-active equity asset management firm for institutional investors was quoted in an article in The Wall Street Journal about the markets and the firm's outlook regarding the financial crisis.
October 2008 A number of research analysts at a leading independent investment bank were quoted in Barrons.com's "Tech Trader Daily Blog" regarding the Internet/Technology, Computer Hardware, and Alternative Energy industries.
September 1, 2008 The Managing Director of a quant-active equity asset management firm for institutional investors was featured in an article in Pensions & Investments about unconstrained investing.
August 2008
August 15, 2008
February 6, 2008 The CIO of a global macro investment advisory firm appeared on CNBC's "Closing Bell" program to dicuss the day's market drivers and activity.
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