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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www.putnam.com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of ...

  3. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    In July 2020, THL Credit changed its name to First Eagle Alternative Capital BDC, Inc. [32] TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 ...

  4. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    In a later settlement, Baxter and Pilgrim agreed to “pay $80 million – $60 million in disgorgement and $20 million in civil penalties.”. On December 18, 2003, the SEC “announced an enforcement action against Alliance Capital Management L.P. (Alliance Capital) for defrauding mutual fund investors. The SEC ordered Alliance Capital to pay ...

  5. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. [12] In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. [13] In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life. [14]

  6. Financial District, Boston - Wikipedia

    en.wikipedia.org/wiki/Financial_District,_Boston

    The Financial District of Boston is located in Downtown Boston, near Government Center and Chinatown . Like many areas within Boston, the Financial District has no official definition. It is roughly bounded by Atlantic Avenue, State Street, and Devonshire Street. Parts of the Financial District are in various USPS postal ZIP Codes, including ...

  7. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin ...

  8. Michael Larson (businessman) - Wikipedia

    en.wikipedia.org/wiki/Michael_Larson_(businessman)

    October 1959 (age 64) Sacramento, California, US. Academic career. Alma mater. Claremont McKenna College (BA) University of Chicago (MBA) Michael Larson (born October 1959) is an American businessman and investor. The founder and chief investment officer of Cascade Investment, he oversees all investment activities of the Bill & Melinda Gates ...

  9. Lowell family - Wikipedia

    en.wikipedia.org/wiki/Lowell_family

    The Lowell family is one of the Boston Brahmin families of New England, known for both intellectual and commercial achievements. The family had emigrated to Boston from England in 1639, led by the patriarch Percival Lowle (c. 1570–1664/1665). The surname was spelt in many ways until it was standardised as Lowell from about 1721, apparently by ...