Howard Needle

Provides brokerage services

Acuity Capital Management seeks to achieve superior risk-adjusted total returns by investing and trading in instruments which are rated investment grade, below investment grade or unrated, including senior and subordinated debt, bank loans, trade claims and all other types of fixed-income obligations, as well as investments in the securities of distressed companies. Equity securities related or unrelated to debt positions may also be acquired as part of hedging strategies or otherwise to further the strategy. The firm's investment strategy focuses primarily on undervalued or overvalued debt securities and dislocations in the new issue calendar. They seek to identify significantly undervalued and overvalued debt securities utilizing a bottom-up approach which is based on extensive fundamental analysis focusing on industry and operating trends, free cash flow generation under normal and stressed situations, capital structures, competitive positioning and sponsor involvement.

Functions as a College/University

Functions as a College/University

WAM aims to maximize returns and protect client’s principal. The firm deploys absolute return strategies and invests predominantly in convertible bonds, synthetic convertible notes, convertible bond and corporate bond mutual funds and other convertible securities. They use fundamental analysis for their investment decisions.

Brokerage

Alpine Global's investment philosophy centers on identifying repeatable trading opportunities, driven by specific market catalysts that they can identify by researching and understanding market dislocations. Their strategies are global in nature, spanning across all regions and over 40 different countries. They focus on global arbitrage opportunities, generating alpha through the identification of disparate market pricing between Futures/ETFs/Indices.