Westwood holdings dallas

    • [PDF File]Markit EDM: Westwood case study

      https://info.5y1.org/westwood-holdings-dallas_1_ca1200.html

      The success of the Markit EDM project was also a factor in Westwood’s decision to adopt IHS Markit’s managed corporate actions service. Customer overview Westwood Holdings Group Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries, and manages $20.9 billion in

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    • [PDF File]CFA Society of Dallas-Fort Worth

      https://info.5y1.org/westwood-holdings-dallas_1_54cf77.html

      Brian McManus, CFA, VP - Research, Westwood Holdings Group Inc. Emmett M. Murphy, CFA, Paradigm Capital Corporation John Muse, CFA, Chairman, HM Capital John Peavy, CFA Bill Quinn, CFA, American Beacon Steve Smith, CFA, Smith Asset Management Jeff Williams, CFA, JP Morgan Distinguished Member Award - CFA Society of Dallas/Fort Worth

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    • [PDF File]Journey case study Removing complexity, supporting growth.

      https://info.5y1.org/westwood-holdings-dallas_1_86e52c.html

      Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston. Each office represents a relatively recent acquisition made when the firm

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    • Dear Stockholder

      Dear Stockholder: You are cordially invited to attend the 2019 Annual Meeting of Stockholders of Westwood Holdings Group, Inc., which will be held on Wednesday, April 24, 2019, at 10:00 a.m., Central Time, at The Crescent Club, 200 Crescent Court, Suite 1700, Dallas, Texas

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    • [PDF File]Alternative Asset Class Exposures: Gaining Objectives ...

      https://info.5y1.org/westwood-holdings-dallas_1_c324e8.html

      Alternative Asset Class Exposures: Gaining Objectives-Based Efficiency for Insurers. ... Analyst at Westwood Holdings Group in Dallas, and a ... ‐Michael McGuire, CFO, Endurance Specialty Holdings (9/5/12) “[What] we have been doing is diversifying our portfolio [and] allocating a smaller, modest portion of our portfolio to equity ...

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    • [PDF File]Smaller Finance Firms 3-28-12 - Rosenthal Retirement Planning

      https://info.5y1.org/westwood-holdings-dallas_1_a8e005.html

      strategist for Westwood Holdings. Smaller finance firms lure talent Some professionals find the culture and red tape of big employers stifling 12:24 PM CST on Sunday, November 6, 2005 By ANDREW D. SMITH/ Special Contributor to The Dallas Morning News Ask David Spika what distinguishes the culture at large and small investment companies, and

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    • Westwood Holdings Group, Inc. Reports Fourth Quarter and ...

      Westwood Holdings Group, Inc. Reports Fourth Quarter and Fiscal Year 2019 Results February 5, 2020 Strong Investment Performance Across the Board DALLAS , Feb. 05, 2020 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported fourth quarter earnings. Highlights

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    • [PDF File]WESTWOOD CASH MATCHING GIFT PROGRAM

      https://info.5y1.org/westwood-holdings-dallas_1_a6fb6e.html

      Westwood Holdings Group, Inc. Matching Gift Program 200 Crescent Court Suite 1200 Dallas, Texas 75201 Eligible charitable organizations are those with Department of Treasury 501(c)(3) public charity status. Westwood does not match gifts to religious organizations unless the gifts are designated to an ongoing secular community services

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    • [PDF File]Investment Adviser Brochure - Westwood Group

      https://info.5y1.org/westwood-holdings-dallas_1_105ada.html

      Westwood Management Corp. (“Westwood”) is an investment advisory firm that has been in business since 1983. Westwood is a wholly owned subsidiary of Westwood Holdings Group, Inc. (“WHG”), a publicly held company listed on the New York Stock Exchange since July 1, 2002.

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    • [PDF File]Your Influence Your Legacy

      https://info.5y1.org/westwood-holdings-dallas_1_d329fb.html

      Westwood is a global investment and wealth management firm. Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital advice platform.

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