Ill. Agency Eyes Adviser

Shields, Yvette
March 2006
Bond Buyer;3/6/2006, Vol. 355 Issue 32332, p1
Trade Publication
The article reports that the Illinois Student Assistance Commission was expected to formally hire financial advisers Morgan Stanley and Co. Inc. after rejecting other firms as advisers on a potential asset sale because of concerns raised over their political and business connections. The company's reason for selecting Morgan is that it offered several alternatives and did not assume an outright sale of assets as a foregone conclusion.


Related Articles

  • Ira Mark, 39. Olsen, Pat // On Wall Street;Dec2008, Vol. 18 Issue 12, p41 

    The article features financial advisor Ira Mark of New York-based Morgan Stanley. Mark ranked 15th in the list of the 2008 top 40 advisors below the age of 40. He manages a total assets of $1.0 billion. He focuses on fixed income, with emphasis on muni bonds. Mark mentions that he learned to...

  • Morgan aiding brokers. Messina, Judith // Crain's New York Business;12/2/2002, Vol. 18 Issue 48, p39 

    Reports that Morgan Stanley & Co. has bet $i billion on a system that collects all client accounting information about assets at the firm and display it in real time. Benefits gain from the system; Emphasis of the firm for the training of financial planning; Business areas of the company.

  • At Deadline.  // Pensions & Investments;3/21/2011, Vol. 39 Issue 6, p1 

    The article offers news briefs related to pensions and investments. Florida State Board of Administration has terminated four core-plus fixed-income managers that ran a combined 9.4 billion dollars. The Texas Teacher Retirement System would be allowed to invest up to 10 percent of its assets in...

  • Sean Kelly, 39. Conrad, Lee // On Wall Street;Dec2009, Vol. 19 Issue 12, p38 

    The article profiles financial advisor Sean Kelly of Morgan Stanley in Atlanta, Georgia. Kelly said that interest in liquidity and risk management is the biggest change in his team's clients over the past year. He added that his team went through the process of making sure they understood the...

  • Shelley Bergman: Financial Advisory Is a Lifestyle. French, Kristen // Registered Rep;Sep2011, Vol. 35 Issue 9, p42 

    The article profiles Shelley Bergman, financial advisor of Morgan Stanley & Co. Inc., who focuses on high-net-worth entrepreneurs and handles the best team in the business.

  • The ABCs of CFPs. Sarch, Danny // Financial-planning.com;7/ 1/2014, p12 

    A personal narrative is presented of the conversation between the author and a business owner dealing with topics such as advertisements of brokerage firms like Morgan Stanley and Fidelity Investments, wirehouses and financial advisor.

  • Mulling ISAC Asset Sale. Shields, Yvette // Bond Buyer;4/5/2006, Vol. 356 Issue 32354, p31 

    The article reports on the lack of plan of Illinois Student Assistance Commission to settle on a plan to sell a portion of its 3.5 billion dollars in a loan asset, according to a testimony from commission officials at a legislative hearing. The agency is planning to launch a request for...

  • Morgan Stanley joins new chase for property billions. Bourke, Chris // EG: Estates Gazette;4/5/2008, Issue 813, p47 

    The article reports on the effort of Morgan Stanley's property arm to raise funds for Morgan Stanley Real Estate Fund (MSREF) VII, the follow-up to MSREF VI, which raised $8 billion (bn) worth of equity in 2007. As with Blackstone's fund, Morgan Stanley's seventh opportunity fund is understood...

  • TOP 50 MANAGERS OF INDEXED ASSETS.  // Pensions & Investments;12/23/2002, Vol. 30 Issue 26, p18 

    Presents rankings of 50 business enterprises managing indexed assets as of June 30, 2000. Basis of the ranking; Amount of domestic equity of Goldman Sachs and Co.; International equity of the company Morgan Stanley.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics