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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    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]

  3. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On December 3, 2003, the SEC proposed new rules to stop after-hours trading in mutual funds. [9] [10] 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 $250 million.

  4. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    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 million in more than 43 companies since the firm's formation in 1999.

  5. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

  6. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    PanAgora Asset Management, Inc. PanAgora Asset Management (PanAgora) is an American investment management firm based in Boston. The firm is noted for its usage of quantitative analysis in its approach to investing. [2] [3] [4] It is a direct subsidiary of Great-West Lifeco and its ultimate parent is Power Financial. [5]

  7. Michael Larson (businessman) - Wikipedia

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

    After a few years, Larson moved to Boston to work for Putnam Investments managing bond funds. After two years, Larson left Putnam to run his own fund. Cascade Investment. While trying to buy a Chicago-based money management firm, Larson received a call from a head hunter to work for Bill Gates. The head hunter had heard of Larson from a few ...

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