Greg M. Kobrick

Provides investment banking services

Atalanta Sosnoff Management (ASM) considers investment services in the context of each client's unique investment objectives, income needs and risk tolerance. Once suitable strategies are identified, Atalanta Sosnoff Capital's (ASC) Investment Committee implements the appropriate asset allocation of equities, fixed income and/or balanced portfolio. Investments generally include common and preferred equities, U.S. Government and government agency debt securities, corporate debt securities and money market instruments, including U.S. Treasury Bills and other fixed income securities. ASM performs security analysis in an effort to identify primarily large- to mid-cap securities.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Glazer Capital seeks to consistently achieve positive absolute returns, with low volatility, which are uncorrelated to the equity and fixed income markets. Strong emphasis is placed on the mitigation of downside risk through a disciplined approach to securities selection and position sizing. The firm primarily manages three main strategies: a Merger Arbitrage Strategy, a SPAC Arbitrage Strategy, and an Event-Driven Fixed Income Strategy.

Provides investment research

Functions as a College/University

Functions as a College/University