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Oaktree is a leader among global investment managers specializing in alternative investments, with $172 billion in assets under management as of March 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,100 employees and offices in 20 cities worldwide.
The goal of all investors, companies and organizations is to achieve a monetizing event, such as the ability to raise capital, perform meaningful research and development, license or commercialize products, reach profitability or execute a strategic transaction. The people who work at Bloom Burton have deep knowledge in medicine, science, patent and corporate law, finance and healthcare invention, development and commercialization. The Bloom Burton team has been dedicated exclusively to the healthcare investment industry for more than a decade and, as a result of our deep expertise and experience, our clients achieve a faster path to their monetizing events.
Morgan Joseph's Equity Sales and Trading team provides institutional clients access to the firm's differentiated research product and extensive execution capabilities.
William O`Neil + Company, Incorporated is a Registered Investment Advisor that helps the world`s leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O`Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY® provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O`Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.
Tompkins Financial Advisors is a Pittsford, NY-based company in the Financial Services sector.