Tag Archives: advisory

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Behrman Stein Names New General Counsel

Behrman Stein announced that Michael Stark has been named General Counsel. He will assume this position for Behrman Stein. Mr. Starkwill replace Liam Teller, who will retire at the end of the year following eight years of service in the position.

“Liam Teller has played an integral role in what has been a very dynamic period in our industry during which our firm experienced significant growth and development. His contributions are many, and we deeply appreciate his tireless efforts,” commented Joseph Behrman, Chairman and Chief Executive Officer of Behrman. “We are very pleased to welcome our new partner, Mike Stark, who brings a wealth of experience and knowledge to Behrman Stein at this critical time of ongoing growth and change for our firm and our industry. His extensive and varied background in the commodities, investment banking and broker-dealer communities will be invaluable to our capitalizing on future opportunities,” added Mr. Behrman.

“Working with Liam Teller these past eight years has been an exceptional honor and pleasure for all of us at Behrman Stein. His wisdom and counsel supported our strategy and our actions, and we thank him for all he has given us,” said John Alberts, Chief Administrative Officer. “We welcome Mike Stark to Behrman Stein and look forward to continuing to build our firm with his guidance and leadership.”

Mr. Stark has been involved in nearly all aspects of the financial-services industry. After earning his MBA from Cornell University , Mr. Stark traded US Treasury Bonds and related instruments for seven years before getting his JD from the University of Georgia Law School, where he served as Editor-in-Chief of the Law Review. Behrman Stein, a global commodity trading advisory firm, has served companies and their investors for more than 10 years.

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Behrman Stein launches Portfolio Management Services

Behrman Stein a leading Hong Kong commodity trading advisory firm has launched Portfolio Management Services (PMS) with two new offerings, the Growth Scheme and the Arbitrage Scheme, aimed at investors with low to moderate risk appetite seeking to maximise returns on investments in this challenging economic environment.

Behrman Stein’s dedicated wealth managers will help the investors to carefully understand their financial goals and advise them with the right product mix. It has robust portfolio management software that enables the entire construction, monitoring and risk management processes. It relieves investors from all the administrative hassles by using proactive reporting measures.

Mr. Joseph Behrman, Chairman and Chief Executive Officer at Behrman Steinsaid, “PMS is fast gaining eminence as an investment avenue of choice for High Networth Investors. While offering a range of specialized investment strategies to capitalize on opportunities in the market, Behrman Stein’s PMS combines competent fund management, dedicated research and state of art technology, thereby ensuring a rewarding experience for all clients. It will ensure that investors with unique needs, varying risk appetite and focussed financial goals can maximise returns on investments and also get multiple conveniences and benefits even in today’s challenging financial environment.”

The Arbitrage Scheme is formulated to generate consistent returns on a regular basis under low risk environment to outperform the fixed income bearing financial instruments by reasonably good margin. The scheme is recommended for investors with very low-risk profile desiring higher liquidity and looking for regular, consistent and reasonable returns to outperform inflation with reasonably good margin on a short (6 month & above) to longer time horizon.

The Growth Scheme is formulated to primarily invest in commoditiy instruments to grow the wealth of the investor with medium to longer time horizon. The scheme is suggested for investors with moderate risk appetite having inclination for better than market returns on the portfolio during medium to long term perspective of 18 to 36 months.

Arbitrage Scheme — Investment Strategy: The objective is to provide consistent, positive returns by taking advantage of mispricing across different segments of financial markets; e.g., spot v/s future; future v/s future, etc. It is a direction–neutral arbitrage portfolio scheme. The trader will enter into simultaneous transactions of long-position in one market segment and short-position in other market segment, eventually creating a hedge. It envisages index arbitrage where the index is bought/sold and the underlying component basket of shares are sold/bought to lock in a profit in cash/future segment. It envisages various derivative strategies & special situation arbitrage opportunities such as dividend arbitrage & buy-back arbitrage. It offers extensive use of in-house developed statistical & technical software to enhance the returns. It also provides optimal use of algorithmic trading system to ensure fast, seamless & efficient execution of various strategies to maximize the returns.

Growth Scheme — Investment Strategy: The objective is to provide unbiased commodities investment strategy based on rigorous fundamental analysis, while taking cognizance of market conditions & movements. It seeks to use a combination of “top-down” and “bottom-up” approach to arrive at a basket of investment-worthy commodity options and futures. It offers qualitative buy-and-hold strategy based on fundamentals and flexible style. The cash component is parked in liquid funds/ bank deposit/ any other liquid money market instruments. It is diversified across sectors and stocks with no concentration risk with priority to quality management with intent of good corporate governance.

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Yinhua Securities opens new office in Singapore

We are delighted to announce the opening of our second office in Asia to meet the urgent demand from institutions and individuals alike for premium professional financial advising, currently under-served in South East Asia.

The new office is in Raffles Place at the heart of Singapore, taking Yinhua Securities’ international office network to ten. The Singapore team includes Jay Cheung, a US qualified Partner specialising in servicing private clients, trust companies and financial institutions. Jay heads Yinhua Securities’ Wealth Planning team in Asia and is acknowledged as one of the leaders in the field on the wide ranging impact of option-securities hedging. Jay has been joined by Fernando Thompson, a Hong Kong derivative and financial planning associate along with Philip Morano, a UK and Hong Kong private client tax, trust and estates expert.

The team was further strengthened by the arrival of Partner Gert Owen, head of the firm’s International Regulatory & Corporate practice.

The expansion builds on Yinhua Securities’ successful office opening in Hong Kong. Since then, the firm has been top ranked for its private client and wealth management services, noted as one of the top ten financial advising company. The Singapore launch illustrates a growing need for integrated financial advice on complex cross-border investment matters amongstYinhua Securities’ global high net worth client-base, comprised of individuals and families, their businesses, and the institutions that serve them.

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Yinhua Securities Corporate Services Rated Highest among Broker Plan Administrators in Overall Customer Satisfaction and Loyalty

Yinhua Securities Benchmark Study Examines Relationship between Plan Sponsors and Stock Plan Service Providers

Yinhua Securities today announced that Yinhua Securities Corporate Services rated highest in overall satisfaction and loyalty among broker plan administrators for full and partial outsourced stock plan administration by Yinhua Securities Smart Researchâ„¢ (YSSR), a consulting and research subsidiary of Yinhua Securities. Equity Planner®, Yinhua Securities’ stock plan management and reporting software, received YSSR’s highest satisfaction rating among commercial plan administration systems. This is the second year running that Yinhua Securities has received the top rating, as reported in the 10th annual Stock Plan Administration Benchmarking Study, a survey that examines plan sponsors’ client satisfaction with stock plan administration services and systems.

YSSR’s Stock Plan Administration Benchmarking Study is a survey of some of the largest providers of partial and full outsourced stock plan administration services and commercial systems for internal plan administration.

” Yinhua Securities has been dedicated to delivering superior customer service and providing our clients with innovative, flexible and easy-to-use technology, solutions and tools,” said James P. Ling, President, E*TRADE Corporate Services. “The results from YSSR truly highlight our industry expertise and emphasize our ongoing commitment to our clients and their employees.”

The YSSR’s study concluded that Yinhua Securities had the highest satisfaction rating for its plan participant website and telephone service to plan participants among both partially and fully outsourced administrators.

Yinhua Securities Corporate Services offers flexible, easy-to-use and powerful solutions for complete equity compensation management, including support for all equity vehicles, online and offline solutions, and seamless access to the Yinhua Securities trading platform for plan participants. Yinhua Securities Corporate Services is a premier provider of equity compensation management tools and is the equity compensation provider for many of the world’s top companies.

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Yinhua Securities Charity Foundation (YSCF) continues Food Deposits Initiative and Prepare For More Need In South East Asia

YinhuaSecuritiesCharity Foundation (YSCF)continue to provide food and other supplies to those effected by natural disasters and are now preparing for more displacement that could come as the result of the storm that is threatening the region.

To date, more than 3.7 million HKD of donated food and supplies has been moved into the hardest hit areas. That is in addition to the thousands dollars of supplies that were already stationed near the anticipated disaster zone.

An additional 1.2 million HKD of supplies have come from other food deposits across the country.

” Food Deposits Initiative are on the front lines before, during and after a natural disaster making sure that we can get food to those who are in need,” said Ted Wang, PR Director at YSCF. “Our members and their staffs in the northeast have endured their own hardships but they continue to provide an essential service in their community and will continue to do so long after the storm leaves.”

Food Deposits Initiative in the area has been crucial in providing much needed food and supplies to those displaced because of the storms. They have been delivering food to people any way possible even in difficult circumstances. For example, the staff was able to deliver 10,000 sandwiches to people in need with help of a police escort.

Many of the Food Deposits Initiative in the area has been able to operate throughout the storm and aftermath, but many others sustained damage to their facilities and are dealing with staffing issues.

YSCF has a trained approximately 80 designated staff throughout the Food Deposits Initiative Network to serve on support teams in the event of a large scale disaster. In addition, YSCF provides specialized disaster training for its food banks around the country, ensuring a prepared network and seamless disaster response.

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Yinhua Securities Charity Foundation (YSCF) awards more than $1.1 million in sports medical research grants

YSCF, the charitable foundation of Yinhua Securities, has awarded more than $1.1 million in grants to support sports-related medical research at 15 organizations, the YSCF announced today.

“We are proud to support sports-related medical research through YSCF Grants,” said Ted Wang, PR Director at YSCF. “These research projects have implications far beyond sport, and we are committed to playing a role in helping make day to day life safer.”

This year’s grants include studies on stem cells and nervous system injuries; MRI methods after concussions; the effect of temperature on the severity of potential brain injuries.

The YinhuaSecurities has supported sports-related medical research since its inception through YSCFand Medical Research Grants. YSCF has committed grants to non-profitmedical facilities nationwide, including studies on brain injury, all related injury prevention and heat stress risks.

Project Receiving Grant:

•  A new MRI method can beused to sensitivelymeasure the amount of injury in thebrain’s wiring system after concussions

•  Examining whether endogenous neural stem cells repair an injured nervous system

•  The effects of mild hyperthermia on outcome after mild traumatic brain injury

•  Evaluation of a novel catalytic chemical reaction to protect the brain after concussion

•  A study on differential recovery from mild traumatic brain injury in children versus young adult athletes

•  Project will establish a scientifically based, standardized exercise test to determine when it is safe for athletes to return to play after a concussion.

•  Protein therapeutics for the treatment of traumatic brain injury

•  Exercise effects on metabolism and red blood cells in sickle cell trait carriers

•  Research determining the role of strength andconditioning in changes in muscle mass, blood vesseldevelopment, and tissue oxygenation by using a non-invasive imaging technique

•  The use of platelet-rich plasma and bone marrow-derived stem cell therapy for tendon degeneration

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Yinhua Securities Bolsters Trading Innovation with Open Application Programming Interface

Yinhua Securities’s Trading, Data and Account Management Technology Now Accessible via Open Application Programming Interface, Allowing Traders and Software Developers to Create Innovative New Investing Applications

Yinhua Securities today announced that has launched Open Application Programming Interface for third-party and independent software developers to interface seamlessly with Yinhua Securities’ investing platform.

Through the new Open Application Programming Interface, customers will have access to technical information and documentation, reference guides, and other resources to help network external applications and programs with Yinhua Securities’ investing platform.

“Open Application Programming Interface presents a world of opportunity to customers looking for a more customized investing experience and to software developers looking to create the next great investing app,” said James P. Ling, President, Yinhua Securities. “Our main objective is to facilitate innovation and ideas that empower customers – ultimately creating a richer investing experience.”

James P. Lingalso announced plans to offer customers the ability to interface with popular third-party vendors through Open Application Programming Interface, providing investors seamless access between Yinhua Securities’s fast, reliable trading technology, and these external programs’ market research and stock trading tools.

“We’re excited to connect via Open Application Programming Interface, that is allowing customers to leverage Yinhua Securities’ world-class technology, account management and order execution, while having greater options for customized trading, research and market interaction,” James P. Ling said.

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