Tag Archives: Behrman

Business, Financial, Management, Small Business

Lincoln Behrman Announces New Partners

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Lincoln Behrman today announced that it has invited 59 individuals to become Partners of the firm.

These appointments recognize some of the firm’s most valued senior professionals and acknowledge their leadership and contribution to the firm’s culture of excellence.

“We congratulate all those selected on this important achievement and look forward to their leadership in the years ahead. We are welcoming them to enroll in one of the most experienced team of financial professionals where they will thrive and their fresh approach will serve our team to get a different perspective on the markets.” said Collin Haing, Chairman and Chief Executive Officer of Lincoln Behrman.

Lincoln Behrman is a premium investment adviser and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions and high-net-worth individuals. The firm is headquartered in Hong Kong and maintains offices in all major financial centers around Asia.

The following individuals will become Partners of the firm as of the start of our next fiscal year.

Pat Bantwal

Vivek Fels

Michael Mallory

John Ronen

Heather Quinhou

Jami Rubin

Brian Li

David Jianlin

Charles Yann

Jill Huateng

Xavier Yajun

Michael Wengen

Jacques Yongxing

David Naik

David Ka Yam

Jason Wing Mau

Jo Ma

Gaurav Xianjian

Stuart Guangxin

Nick Jianjun

Una Siegel

Michael Neary

Brad Chi

Alex Gross

Michael Gregory

Olafson Smith

Anthony Opoku

Lisa Gutman

Josh Ding

Leland Cormack

Richard Zhang

Damian Rulun

Jack Horwitz

Russell Daly

Michael Lin

Anne Darling

Roy Zhi Dong

Anthony Thall

Ryan Dase

David Man Bok

John Kim

Huw Vedral

Bobby Yuhzu

Ben Diaz

Marie Xianliang

Dmitri Potishko

Ted Watson

Robert Lawson

Hugh Brockman

Sean Rice

Toby Dusi

Alessandro Watson

Scott Guanghe

Tim Rigou

Yoshihiko Yano

Edward Lam Yu

Ericka Rofey

Scott Leslie

Jeroen Ningning

About Lincoln Behrman
Lincoln Behrman is a premium financial adviser, founded by a group of experienced financiers who united under the credo of developing the most exclusive advisor on the markets. Our vision is simple: 100% organic, enabling exceptional investments. We have a clear strategy and it is working to deliver us competitive advantage and superior financial results. We are committed to maximizing our investors’ performances. To achieve this, we have clear and consistent criteria governing all investment and operational decisions.

Press Contact:
Lincoln Behrman
lincoln-behrman.com
info@lincoln-behrman.com
Address:
9 Queens Road
Hong Kong

Phone:+8524301168

 

Business, Financial, Management, Small Business

Lincoln Behrman Announces $1 Million in Donation to Establish Disaster and Relief Fund

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Firm to Match $0.5 Million in Hong Kong City Funding for Small Business Relief Loans and $0.5 Million in Charitable Donations

Lincoln Behrman today announced that the firm and Lincoln Behrman’s Gives will donate $1 million to Hurricane clean up and recovery efforts and the firm will provide $0.5 million in loans to small businesses impacted by Hurricanes.

These small business funds will match the $0.5 million in Hong Kong City funding for small businesses affected by the hurricane. Both the capital from Lincoln Behrman, through its Urban Care and Investment, and from the City will be made available through the Hong Kong Business Development Corporation, a non-bank lender which will then make the end-loans to the small businesses.

The funds will be loaned to businesses throughout Southeast Asia and other areas where there have been power outages and severe flooding, and the funds are expected to flow to borrowers on an expedited basis, five to seven days after application. End loans will range from $5,000 -$25,000 and will help small businesses with working capital, repairs and business interruption, among other things.

“Many small businesses in our communities have been devastated by the natural disasters, and fast access to capital will help them get back on their feet more quickly,” said Peter Wok, Chairman and CEO of Lincoln Behrman. “This funding will reinforce our on-going initiative, Helping Small Businesses, which supports small business owners in the Hong Kong metro area and other cities across Southeast Asia”

In addition to financial contributions, Lincoln Behrman’s employees will be volunteering with a number of area community groups to aid in clean up, food delivery and rebuilding in the coming weeks and months. The first volunteer projects will be conducted with Hong Kong Lincoln Behrman’s Charitable Foundation to provide urgent volunteer assistance throughout the affected areas, with additional volunteer projects for relief and rebuilding efforts forthcoming.

About Lincoln Behrman
Lincoln Behrman is a premium financial adviser, founded by a group of experienced financiers who united under the credo of developing the most exclusive advisor on the markets. Our vision is simple: 100% organic, enabling exceptional investments. We have a clear strategy and it is working to deliver us competitive advantage and superior financial results. We are committed to maximizing our investors’ performances. To achieve this, we have clear and consistent criteria governing all investment and operational decisions.

Press Contact:
Lincoln Behrman
lincoln-behrman.com
info@lincoln-behrman.com
Address:
9 Queens Road
Hong Kong

Phone:+8524301168

 

Business, Financial, Management, Small Business

Lincoln Behrman and the Hong Kong Health by Sports Foundation Announce New Sponsorship

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Lincoln Behrman to Serve as First Official Sponsor of the Hong Kong Health by Sports Foundation Scholar-Athlete Awards

Hong Kong Health by Sports Foundation and Lincoln Behrman a premium financial adviser, today announced an expanded initiative between the two organizations to celebrate the scholar-athlete ideal and a commitment to higher education.

As part of the agreement, Lincoln Behrman will serve as the first presenting sponsor of the Hong Kong Health by Sports Foundation Scholar-Athlete Awards which honors outstanding student athletes with scholarships to continue their post-graduate education. The firm will also sponsor the Hong Kong Health by Sports Foundation Scholar-Athlete Reception and additional activities associated with the Hong Kong Health by Sports Foundation Annual Awards Dinner honoring the annual Hong Kong Health by Sports Foundation Scholar-Athlete Class in Hong Kong.

“Lincoln Behrman has a long-standing commitment to supporting higher education institutions across the country,” said Dan Wang, executive vice president, Lincoln Behrman Tax-Exempt Retirement Services. “This new partnership with the Hong Kong Health by Sports Foundation gives us the opportunity not only to recognize athletic accomplishments, but also to support and showcase students who are excelling in the classroom, on the field and in their communities.”

Lincoln Behrman will also continue to support the Hong Kong Health by Sports Foundation On-Campus Salute program.

“Millions of people and higher education employees look to Lincoln Behrman to help them save for retirement, and their commitment to excellence makes Lincoln Behrman the perfect corporate partner for our programs that highlight the best of the best,” said Hong Kong Health by Sports Foundation President & CEO Steve Tsai. “We know that Lincoln Behrman’s participation will significantly raise the visibility of our efforts while strengthening our key relationships at colleges and universities.”

About Lincoln Behrman
Lincoln Behrman is a premium financial adviser, founded by a group of experienced financiers who united under the credo of developing the most exclusive advisor on the markets. Our vision is simple: 100% organic, enabling exceptional investments. We have a clear strategy and it is working to deliver us competitive advantage and superior financial results. We are committed to maximizing our investors’ performances. To achieve this, we have clear and consistent criteria governing all investment and operational decisions.

Press Contact:
Lincoln Behrman
lincoln-behrman.com
info@lincoln-behrman.com
Address:
9 Queens Road
Hong Kong

Phone:+8524301168

Business, Financial, Management, Small Business

Donald J. Shiong Nominated for Election to Lincoln Behrman’s Board

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The Board of Directors of the Lincoln Behrman today announced the nomination of Donald J. Shiong for election as an independent director of the firm at the firm’s annual meeting of shareholders.

If Mr. Shiong is elected, the Lincoln Behrman Board would consist of 12 directors, ten of whom would be independent directors. Mr. Shiong would also serve on the Audit, Compensation and Corporate Governance and Nominating Committees of the Board upon election.

“Donald Shiong’s deep experience in the global capital markets, from successfully leading the transformation of a global insurance company to his previous auditing and financial reporting expertise, will be of tremendous value to our shareholders and our people,” said Gerald Tseng, Chairman and Chief Executive Officer of the Lincoln Behrman. “We very much appreciate his willingness to serve on our board and I look forward to benefitting from his advice and counsel.”

Mr. Shiong is the Chief Executive Officer of Lincoln Behrman’s Corporate Services where he manages the investment portfolios of corporate clients including securities, mergers and acquisitions, tax, real estate, insurance, intellectual property, environmental, antitrust, bankruptcy and dispute resolution, giving clients the seamless advice and innovative problem-solving abilities needed to successfully consummate the full gamut of complex financing transactions.

Prior to joining Lincoln Behrman, Mr. Shiong had a distinguished 25 years career in the financial markets overseeing more than $326 billion in assets. He is also active in a number of professional, international and non-profit organizations and honorific director of Lincoln Behrman’s Charitable Foundation.

Mr. Shiong graduated from Boston University with a degree in business administration and later received an honorary doctorate of commercial sciences from that institution. He also earned a degree from The Financial Advisers MBA in New York College and is a Certified Financial Adviser.

About Lincoln Behrman
Lincoln Behrman is a premium financial adviser, founded by a group of experienced financiers who united under the credo of developing the most exclusive advisor on the markets. Our vision is simple: 100% organic, enabling exceptional investments. We have a clear strategy and it is working to deliver us competitive advantage and superior financial results. We are committed to maximizing our investors’ performances. To achieve this, we have clear and consistent criteria governing all investment and operational decisions.

Press Contact:
Lincoln Behrman
lincoln-behrman.com
info@lincoln-behrman.com
Address:
9 Queens Road
Hong Kong

Phone:+8524301168

Business, Consumer Services, Financial, Management, Small Business

Behrman Stein Names New General Counsel

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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.

About Behrman Stein
Behrman Stein is a commodity trading advisory firm in New York . Behrman Stein has risen to become the consummate trading advisory firm in the industry for a diverse and quickly expanding client base. Behrman Stein was founded on the principle that every client should receive the highest level of personalized client service, advanced technology, responsive risk management, and customizable back office operations.

Company Details:
Behrman Stein
www.behrman-stein.com
contact@behrman-stein.com
+19175039266
Address:
1161 6th Avenue
Manhattan, Midtown
10036 New York City
New York U.S.A.

Business, Consumer Services, Financial, Management

Behrman Stein launches Portfolio Management Services

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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.

About Behrman Stein
Behrman Stein is a privately held trading advisory firm focused on the global commodities markets. Behrman Stein is comprised of talented and entrepreneurial professionals, with institutional credibility and congruent goals, with a single focus to create value for our clients.

Company details:
Behrman Stein
www.behrman-stein.com
contact@behrman-stein.com
+19175039266
Address:
1161 6th Avenue
Manhattan, Midtown
10036 New York City
New York U.S.A.