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Putnam Investments is a subsidiary of Franklin Templeton Investments that offers mutual funds, retirement plans and 401 (k)s. It was founded in 1937 by George Putnam and faced several controversies and lawsuits over improper trading and asset management.
Thomas H. Lee Partners is a private equity firm based in Boston, founded in 1974 by Thomas H. Lee. The firm invests in middle market growth companies across various sectors, such as financial technology, services, healthcare, and business solutions.
Doug Putman is a Canadian billionaire businessman who owns several retail chains in North America and Europe. He is the CEO of Sunrise Records, the owner of Toys "R" Us Canada, and the founder of Rooms + Spaces.
On January 3, 2006, the SEC announced “that it filed charges against six former officers of Putnam Fiduciary Trust Company (PFTC), a Boston-based registered transfer agent, for engaging in a scheme beginning in January 2001 by which the defendants defrauded a defined contribution plan client and group of Putnam mutual funds of approximately ...
Franklin Templeton is a global investment firm founded in 1947 and named after Benjamin Franklin. It offers various products under different brands, such as Franklin, Templeton, Mutual Series and Fiduciary, and has over $1 trillion in assets under management.
Haldeman was a managing partner and director at the investment firm Cooke and Bieler Inc. from 1974 to 1998, President and COO of United Asset Management Corporation from 1998 to 2000, and CEO of Delaware Investments from 2000 to 2002. He then joined Putnam Investments as co-lead of the investment division. [5]
Empower is a subsidiary of Great-West Lifeco that offers retirement plan services to individuals and organizations. It was created in 2014 by combining the record-keeping businesses of Great-West Life, JPMorgan Chase, and Putnam Investments.
PanAgora is an American investment management firm that uses quantitative analysis and behavioral economics. It is a subsidiary of Great-West Lifeco and was founded in 1989 by Richard A. Crowell, a pioneer of quantitative investing.