Thomas Morgan

BPV currently manages assets for SMAs using three distinct but related strategies, the the Short Duration Government Mortgage Backed Securities (MBS) Strategy, the Systematic Global Macro Strategy and the Systematic Global Equity Strategy. All of BPV’s strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed and are managed to meet each client's specific investment objectives and risk tolerance. The Short Duration Government MBS Strategy invests in high quality, interest bearing-securities in the US fixed and variable interest rate markets, generally US Treasury, Agency and Agency MBS (including CMOs). BPV's Systematic Global Macro Strategy uses a risk-based allocation methodology to determine exposures in global investment markets, including equity, credit, nominal bond, inflation linked bond, commodity and foreign currency. BPV's Systematic Global Equity Strategy uses a risk-based allocation methodology to determine exposures in global equity markets. The strategy seeks to capture a significant proportion of upside equity returns while avoiding a significant proportion of downside equity returns, thus reducing the volatility of returns relative to the MSCI All Country World Index. The BPV Core Diversification Fund seeks to achieve long-term capital appreciation and is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives. The BPV Wealth Preservation Fund and the BPV Low Volatility Fund seek to achieve long-term capital preservation while generating long-term capital appreciation through investments in both equity and fixed income securities that generate dividend or interest income (long positions), while also hedging a substantial portion of the long positions using options. The BPV Large Cap Value Fund seeks long-term capital appreciation by investing primarily in equity securities of large companies. The fund seeks to outperform the Russell 1000 Value Index by using a quantitative process to construct a diversified portfolio. The BPV Income Opportunities Fund seeks to provide current income and, secondarily, capital appreciation. The fund applies a flexible strategy that seeks to capitalize on opportunities in a wide variety of income-producing securities.

Functions as a College/University

Provides business development services in florida

Distributes office equipment and other related products

The private company is based in Tampa, FL. Its mission is to improve quality of life and economic well-being in Florida by addressing significant challenges through business-driven advice, research, and public-private partnerships. The council focuses on areas such as economic competitiveness, health, housing, resilience, talent, and water sustainability, conducting research and publishing reports on issues like housing affordability, healthcare access, water management, and resilience to severe weather. It advocates for scalable workforce housing solutions, supports legislative initiatives, emphasizes improving healthcare access, promotes water sustainability through regulatory reforms, and urges modernization of building codes to mitigate losses from hurricanes and flooding. The council provides regional economic overviews, identifies key industry clusters, and supports strategies to sustain quality of life, attract higher-wage jobs, and enhance economic resilience. The Florida Council of 100 is a nonprofit organization founded in 1961, comprising over 200 CEOs from companies employing 1.3 million Floridians. It tracks business sentiment through its CEO index and convenes leaders from business, academia, and government to develop policy solutions and economic growth.

Operates as a organization which operates clubs and programs for children & collects donations

Functions as a College/University

Provides information technology and cybersecurity services

Nationally chartered commercial bank

Engages in the production of fibers and specialty chemicals