Sun Life Financial’s CEO Tells Investors He’s Bullish on Asia

Dean Connor, CEO and President of Sun Life Financial, wanted to communicate his confidence in the Asian market to investors.

Aerospace and Defense Firm Struggles to Integrate Acquisition

A large aerospace and defense contractor acquired a highly innovative small business technology company. The company wanted to quickly integrate its new company to see the financial benefits of the acquisition, but the introduction of new processes and senior management was threatening the acquired company’s technical talent and culture of innovation.

Standard Life Investments Launched Global Absolute Return Strategies

Standard Life Investments (now Aberdeen Standard Investments) developed a new strategy, Global Absolute Return Strategies (GARS), which was architected by Euan Munro, head of multi-asset investing and fixed income, who later became the CEO of Aviva Investors.

However, with no peer group, no standard benchmark, and a product comprised of over 20 separate cross-asset strategies, the Edinburgh-based asset manager found it challenging to gain traction in the market. The higher level of complexity – and the additional fees that came with it – made it difficult to convince institutional consultants of the underlying investment benefits.

Pantheon Ventures Engages with DC Plans and HNWIs

Pantheon Ventures, a private equity firm that invests in infrastructure and real assets, sought to build awareness for an initiative to offer private equity to defined-contribution pension plans and high net worth investors via financial advisors. They faced a complex fundraising environment combined with the need to educate new markets about the value of private equity.

AIM-Listed Leisure Company Seeks Acquisitions

The new CEO of a global leisure and entertainment company listed on the AIM in London wanted to make acquisitions but didn’t have the buy-in of his senior management team who were skeptical of changes to the company structure.

Itaú BBA Raises Its Profile in the US and UK

Brazil’s largest investment bank, Itaù BBA, wanted to raise its profile in the U.S. and U.K./European media markets focusing on its M&A advisory capabilities, corporate banking services and asset management.

Macro Research Firms Want A Global Media Presence

BCA Research and Ned Davis Research are two of the world’s leading independent global macro research firms. They produce complex, differentiated investment research on the markets and economy.

Norway’s Largest Bank Raises International Media Profile

DNB, Norway’s largest bank, was relatively unknown in the media outside of Norway. Our task was to raise its global profile as a leading corporate, commercial and investment bank and asset manager in the healthcare, shipping and energy industries.

Real Assets Investor Establishes A Transatlantic Foothold

MPC Capital, a European real asset investment manager, sought to raise its profile in the Caribbean, U.S. and European media markets among asset owners, family offices, high-net-worth individuals and institutional investors. They had a specific focus on investing in emerging markets renewable energy infrastructure, European real estate, and shipping.