J.T. Mullen joined Fairport Asset Management in 2011 as Chief Investment Strategist, bringing over 30 years of investment experience. Previously, he was Chief Financial Officer of the Cleveland Foundation for 23 years and grew their endowment from $400 million to $1.8 billion. He has extensive nonprofit experience through board service and committees. John Silvis serves as Director of Investments at Fairport and oversees the investment research team and asset allocation, with over 15 years of experience. Richard D'Amico is Manager of Investments and oversees fixed income and alternative investments.
THOMAS HULING - CERTIFIED FINANCIAL ADVISORThomas Huling
Thomas Huling is a Certified Financial Adviser. He held many Commercial and Residential Mortgage Brokerage licenses in the states of Rhode Island, Massachusetts, Connecticut, Florida, Maine, and Vermont.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
Todd B. Richter's Generous Contributions to Kelley School of Business.pdfTodd Richter
Following his establishment of a $5 million fund to benefit students and faculty within Indiana University's Kelley School of Business, Todd B. Richter has garnered praise and accolades from his colleagues at the esteemed Midwest institution. Richter's recent creation of the Todd B. Richter Fund, backed by a significant estate commitment, supports five endowments tailored to financial education.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
THOMAS HULING - CERTIFIED FINANCIAL ADVISORThomas Huling
Thomas Huling is a Certified Financial Adviser. He held many Commercial and Residential Mortgage Brokerage licenses in the states of Rhode Island, Massachusetts, Connecticut, Florida, Maine, and Vermont.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
Todd B. Richter's Generous Contributions to Kelley School of Business.pdfTodd Richter
Following his establishment of a $5 million fund to benefit students and faculty within Indiana University's Kelley School of Business, Todd B. Richter has garnered praise and accolades from his colleagues at the esteemed Midwest institution. Richter's recent creation of the Todd B. Richter Fund, backed by a significant estate commitment, supports five endowments tailored to financial education.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
5 Tips for Creating Standard Financial ReportsEasyReports
Well-crafted financial reports serve as vital tools for decision-making and transparency within an organization. By following the undermentioned tips, you can create standardized financial reports that effectively communicate your company's financial health and performance to stakeholders.
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
Under the leadership of Abhay Bhutada, Poonawalla Fincorp has achieved record-low Non-Performing Assets (NPA) and witnessed unprecedented growth. Bhutada's strategic vision and effective management have significantly enhanced the company's financial health, showcasing a robust performance in the financial sector. This achievement underscores the company's resilience and ability to thrive in a competitive market, setting a new benchmark for operational excellence in the industry.
how to sell pi coins in South Korea profitably.DOT TECH
Yes. You can sell your pi network coins in South Korea or any other country, by finding a verified pi merchant
What is a verified pi merchant?
Since pi network is not launched yet on any exchange, the only way you can sell pi coins is by selling to a verified pi merchant, and this is because pi network is not launched yet on any exchange and no pre-sale or ico offerings Is done on pi.
Since there is no pre-sale, the only way exchanges can get pi is by buying from miners. So a pi merchant facilitates these transactions by acting as a bridge for both transactions.
How can i find a pi vendor/merchant?
Well for those who haven't traded with a pi merchant or who don't already have one. I will leave the telegram id of my personal pi merchant who i trade pi with.
Tele gram: @Pi_vendor_247
#pi #sell #nigeria #pinetwork #picoins #sellpi #Nigerian #tradepi #pinetworkcoins #sellmypi
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
2. J.T. Mullen
Chief Investment Strategist
J. T. Mullen joined Fairport Asset Management in 2011, bringing more than 30 years
of experience as a highly regarded investment and finance professional. As Chief
Investment Strategist, J.T. provides leadership and strategic oversight to Fairport’s
Investment Committee.
J.T. is widely known in the investment community as a creative problem solver,
superb listener and effective leader. Among other accolades, he was named ‘Chief
Financial Officer of the Year’ in 2007 for charitable organizations by Crain’s Cleveland
Business.
Prior to joining Fairport, J.T. was Senior Vice President and Chief Financial Officer at
The Cleveland Foundation, the second largest community foundation in the country.
During his 23 year tenure, he crafted an investment philosophy that led to
substantial growth of the foundation's endowment – from $400 million to $1.8
billion. As Chief Financial Officer, he was responsible for managing both the
Foundation's investments and its internal financial function. J.T. joined the
Cleveland Foundation in 1987 as Controller and was named Chief Financial Officer
five years later. He retired from the Foundation in 2010.
Earlier in his career, J.T. was a manager with Arthur Young & Company and also with
the Cuyahoga County Board of Commissioners. He holds a B.S. in Business
Administration from Cleveland State University.
Throughout his career, J.T. has been actively involved as an advisor, board member
and volunteer for local and national nonprofit organizations. He served on several
highly visible national committees addressing community foundation issues, such as
investment practices, accounting standards, and alliances with the marketing,
technology and financial services industries. He currently serves on the investment
committees of United Way of Greater Cleveland, the Catholic Diocese of Cleveland
Foundation and CSA Health Systems.
J.T. and his wife, Mary, are the proud parents of five children and four
grandchildren. An avid sports fan, J.T. follows many teams and players with a
statistical acumen that is impressive. He also enjoys playing golf and reading.
3. John M. Silvis, CFA
Director of Investments
John Silvis, a CFA charterholder, serves as Fairport Asset Management’s Director of Investments. As such,
John oversees the research of the Investment Team, determines the asset allocation of Fairport’s model
portfolios and directs investment decisions and implementation on a day-to-day basis. John provides clients,
prospects and internal staff with guidance about Fairport’s investment philosophy, process and performance.
John brings over 15 years of experience to the Investment Team and has been with the firm since 2000.
Prior to Fairport, he was a Portfolio Manager at National City Bank. John began his career at Mellon Bank.
John obtained his B.A. in Economics at Penn State and his MBA at Baldwin Wallace College. He belongs to the
CFA Institute, as well as the CFA Society of Cleveland where he serves as Treasurer. He is a member of the
Benjamin Rose Institute Investment Committee.
John lives in Strongsville with his wife Lori and has three children.
Richard D’Amico, CFA
Manager of Investments
Richard D’Amico, a CFA charterholder, serves as Fairport Asset Management’s Manager of Investments. In
this role, he oversees the implementation of the firm’s fixed income models and is responsible for the review
and oversight of Fairport’s alternative investments and strategies.
Rick brings over 10 years of experience to the Investment Team and has been with the firm since the summer
of 2009. Rick most recently served as a market risk review analyst at KeyBank. Prior to KeyBank, he worked
as a licensed equity research analyst at Great Lakes Capital Partners, LTD, covering regional bank and thrift
companies.
He is a graduate of Mount Union College where he obtained his B.A. in Business Administration with a
Finance concentration. He is also a member of the CFA Institute, as well as the CFA Society of Cleveland.
Rick lives in Rocky River with his wife Shannon and son. In his free time, he enjoys playing baseball and
spending time outdoors.
10. Source: (Top) Standard & Poors, FRB, Bloomberg, FactSet, J.P. Morgan
Securities, J.P. Morgan Asset Management. (Bottom) Standard & Poors,
Compustat, FactSet, J.P. Morgan Asset Management. “Guide to the Markets –
US.”
Data are as of 9/30/13.
18. Disclosures
This Fairport in Fifteen presentation is for informational purposes only and should
not be relied upon as research or investment advice. It should not be considered as
a solicitation or recommendation by Fairport to buy, sell or continue to hold
securities or other investments. Past performance is not a guarantee of future
results, and is not indicative of any specific investment. It should not be assumed
that the investment process and strategy discussed herein has been or will prove to
be profitable. Diversification and strategic asset allocation do not assure profit or
protect against loss in declining markets.
Audio recorded on October 17, 2013.
19.
20. Fairport Partners
Paul Abbey
Heather Ettinger
Ken Coleman
Chris Isabella, CPA/PFS,
CGMA
Andrew Connors, CFP®
Pete DeVito, CPA, CFP®
Emily Drake, CFP®
Tom Seifert, CPA/PFS
Emily Shacklett, CPA/PFS