New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

New York Life Investments today announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market.

ETF Industry Pioneers Jennifer Grancio and Jim Wiandt Join m+ funds Advisory Board

m+ funds, a leading defined outcome investment manager, announced today the additions of Jennifer Grancio and Jim Wiandt to the firm’s advisory board. In this capacity, Ms. Grancio and Mr. Wiandt will help guide the firm’s rapid expansion, as a large universe of investors continue to seek passive portfolio strategies that provide defined outcomes.

Brad Berggren Joins m+ funds as Chief Operating Officer

m+ funds, a leading defined outcome investment manager, today announced the appointment of Brad Berggren as its Chief Operating Officer. Brad brings over three decades of leadership experience at prominent asset management and investment banking firms and will be leveraging this expertise at m+ funds as the firm continues its rapid expansion.

Alaia Capital Expands Leadership Team

DARIEN, Conn., May 10, 2017 /PRNewswire/ — Following the launch of its first-to-market platform offering registered funds with defined payouts, Alaia Capital has recently expanded its management team. These senior executives bring extensive leadership experience spanning both structured and alternatives investments within the wealth management and institutional marketplace.

Alaia Capital Launches Novel Fund Platform to Deliver Outcome-Driven Investments

DARIEN, Conn., Jan. 5, 2017 /PRNewswire/ — Alaia Capital recently launched the Alaia Market Linked Trust: an innovative platform offering outcome-driven structured solutions via unit investment trusts (UITs). The Trust issues UIT series that deliver defined payoffs at maturity linked to particular ETFs, tailoring the risk-return of beta through increased upside capture and/or partial downside protection.