• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names Bill Dwyer Advisory Council Chairman

    12/3/20 6:00:00 AM ET
    $TCPC
    $MS
    Finance/Investors Services
    Finance
    Investment Bankers/Brokers/Service
    Finance
    Get the next $TCPC alert in real time by email

    SAN DIEGO, Dec. 3, 2020 /PRNewswire/ -- AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the expansion of its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates, as well as Erik Rannala, Founder and Managing Partner of Mucker Capital, a leading venture capital firm.

    The AlphaTrAI Advisory Council is a select panel of technology, institutional investing, asset management and wealth management experts that provide strategic guidance to the company's executive leadership team as it seeks to modernize classic approaches to asset management to be more dynamic, responsive and precise. In a related development, AlphaTrAI also announced the appointment of wealth management industry leader Bill Dwyer, the former President of LPL Financial and a member of the AlphaTrAI Board of Directors, to the role of Chairman of the Advisory Council.

    The AlphaTrAI Advisory Council is a separate body from the company's Board of Directors and represents a truly diverse cross-section of personal and professional backgrounds, in keeping with the company's transformational vision for the asset management space.

    AlphaTrAI CEO Andreas Roell said, "The launch of our Domestic Performance Fund earlier this year was just the first step in bringing our algorithms to market, and with the guidance of our Advisory Council, we will continue to leverage our unique approach to innovate new products that more effectively and efficiently balance risk and return. The expansion of our Advisory Council with the addition of such widely-recognized leaders in their respective fields underscores the continued momentum behind AlphaTrAI and our shared vision for elevating the entire asset management space with the latest advances in data science and analytics. We look forward to benefiting from the unique insights and counsel available to us with our expanded Advisory Council and continuing to leverage AI and machine learning technologies to benefit asset management."

    In addition to Mr. Kreuter, Mr. Rannala and Mr. Dwyer – who is also a key investor in AlphaTrAI – the other members of the Advisory Council are:

    • Karyn Williams, Ph.D., AlphaTrAI Chief Advisor: Founder, Hightree Advisors LLC; Independent Director, BlackRock TCP Capital Corp.; former Head of Client Solutions, Two Sigma Advisers and Chief Investment Officer, Farmers Group, Inc.
    • John Cooper, Advisor: A former Managing Director, Head of U.S. Distribution and President at Morgan Stanley Distribution, Inc.
    • Michael Rosen, Advisor and Investor: Principal, Context Capital Management LLC; Board Trustee, Reality Shares, Inc.

    Mr. Dwyer, Chairman of the Advisory Council, said, "The expansion of our Advisory Council further positions AlphaTrAI for accelerated success, by delivering to our Board of Directors access to multiple areas of expertise that are crucial to driving sustained growth.  Encompassing an exceptional level of talent across operations, compliance, legal, human capital, product distribution, asset management and technology, our Advisory Council will help further position AlphaTrAI as the leader in leveraging advanced scientific and mathematical capabilities to modernize classic approaches to asset management. There has never been a more important time for re-imagining asset management to make the entire space more dynamic, responsive and precise, while rising above emotional bias to achieve smoother and superior results. I look forward to working closely with the members of our Advisory Council as we move forward with the next stage of our strategic vision for the company."

    Mr. Kreuter said, "With its sophisticated, cutting-edge technology and deep subject-matter  expertise, AlphaTrAI is in an ideal position to tap into the sea change occurring in financial services, particularly in asset management, which it is leveraging artificial intelligence and machine learning to disrupt entrenched paradigms. As a group, this newly expanded Advisory Council looks forward to providing sound advice that will help AlphaTrAI reach its full potential."

    Mr. Rannala, who is an investor in the AlphaTrAI Domestic Performance Fund, concluded, "As an entrepreneur and technology investor, I'm much more interested in portfolio managers like AlphaTrAI who leverage cutting edge technologies like AI and machine learning to consistently generate outsized returns. AlphaTrAI is in a prime position to change the way asset management is done. I commend them on their progress thus far and look forward to their future growth and success."

    About AlphaTrAI

    AlphaTrAI is a San Diego-based portfolio company of the VC firm Analytics Ventures.

    The firm's AI-enabled automated trading platform incorporates an orchestrated set of strategies that continually monitor and forecast risk and reward balance and makes dynamic adjustments to ensure optimized performance under diverse market conditions.

    For more information, please visit www.alphatrai.com.

    Media Contacts

    Joseph Kuo / Michael Dugan
    Haven Tower Group LLC
    424 317 4851 or 424 317 4852
    [email protected] or [email protected]

    SOURCE AlphaTrAI

    Related Links

    http://www.alphatrai.com

    Get the next $TCPC alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $TCPC
    $MS

    CompanyDatePrice TargetRatingAnalyst
    Morgan Stanley
    $MS
    7/9/2025$160.00Mkt Perform → Outperform
    Keefe Bruyette
    Morgan Stanley
    $MS
    11/26/2024Buy → Hold
    HSBC Securities
    Morgan Stanley
    $MS
    11/15/2024$142.00Underweight → Equal Weight
    Wells Fargo
    Morgan Stanley
    $MS
    10/4/2024$118.00Hold → Buy
    HSBC Securities
    Morgan Stanley
    $MS
    9/11/2024Buy → Neutral
    Goldman
    BlackRock TCP Capital Corp.
    $TCPC
    8/26/2024$8.50 → $8.00Equal Weight → Underweight
    Wells Fargo
    BlackRock TCP Capital Corp.
    $TCPC
    8/8/2024Buy → Neutral
    Ladenburg Thalmann
    Morgan Stanley
    $MS
    8/2/2024$99.00 → $95.00Equal Weight → Underweight
    Wells Fargo
    More analyst ratings

    $TCPC
    $MS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Morgan Stanley Wealth Management Delivers New Tool to Help Clients Tackle Single Stock Risk

      Morgan Stanley Wealth Management's Global Investment Office (GIO) has launched the Equity Vulnerability Score, a proprietary tool that can help clients and the Financial Advisors who serve them measure and rank the susceptibility of US stocks to potential future drops in value. As a risk management tool, this can help provide important insights for investors—especially those who hold concentrated equity positions, which Morgan Stanley defines as five or fewer stocks making up more than 30% of the risk in a portfolio. Concentrated equity positions often occur naturally for company founders, those who receive equity compensation, and early investors. As these positions grow over time, they

      7/24/25 10:30:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • E*TRADE from Morgan Stanley Raises the Bar for Active Trader Experience with New Desktop Platform: Power E*TRADE Pro

      Power E*TRADE Pro delivers industry-leading customization features for multi-monitor traders, boasting robust views of market depth, over 120 technical studies, and window linking to analyze symbols across multiple charts at once. The new desktop platform adds to E*TRADE's suite of web and mobile-based trading platforms, including etrade.com, Power E*TRADE web, and the E*TRADE and Power E*TRADE mobile apps. E*TRADE from Morgan Stanley today announced the launch of Power E*TRADE Pro. The new desktop platform is designed to meet the discerning needs of active traders, offering a high level of customization, along with sophisticated tools powered by an advanced modern architecture. This p

      7/21/25 9:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Long-Term Incentive Plans on the Rise: Morgan Stanley 2025 Single Family Office Compensation Report

      Morgan Stanley's Single Family Office Advisory today released its biennial compensation report. The 2025 report, created in collaboration with Botoff Consulting, offers critical benchmarks and trend analysis to empower family office leaders to make informed staffing and compensation decisions. Findings spotlight how investment-focused single family offices diverge from broader single family office trends, particularly in terms of compensation. Investment-focused single family offices are prioritizing the alignment of compensation practices with organizational strategy and AUM, especially through executive compensation and structured long-term incentive (LTI) plans. LTIs are increasingly b

      7/17/25 10:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    SEC Filings

    See more
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/25/25 4:54:28 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/25/25 2:56:55 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/25/25 2:55:49 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Chief Financial Officer Yeshaya Sharon sold $3,576,706 worth of shares (25,583 units at $139.81) (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      7/18/25 4:13:37 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Chief Risk Officer Smith Charles A sold $2,805,918 worth of shares (20,000 units at $140.30), decreasing direct ownership by 14% to 119,239 units (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      7/18/25 4:12:10 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Co-President Simkowitz Daniel A sold $4,092,628 worth of shares (29,000 units at $141.13) and gifted 7,559 shares, decreasing direct ownership by 9% to 391,546 units (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      7/18/25 4:11:24 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Morgan Stanley upgraded by Keefe Bruyette with a new price target

      Keefe Bruyette upgraded Morgan Stanley from Mkt Perform to Outperform and set a new price target of $160.00

      7/9/25 8:15:27 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley downgraded by HSBC Securities

      HSBC Securities downgraded Morgan Stanley from Buy to Hold

      11/26/24 7:38:24 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley upgraded by Wells Fargo with a new price target

      Wells Fargo upgraded Morgan Stanley from Underweight to Equal Weight and set a new price target of $142.00

      11/15/24 8:38:28 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Leets Karen L bought $24,915 worth of shares (3,300 units at $7.55), increasing direct ownership by 75% to 7,680 units (SEC Form 4)

      4 - BlackRock TCP Capital Corp. (0001370755) (Issuer)

      5/13/25 5:02:52 PM ET
      $TCPC
      Finance/Investors Services
      Finance
    • Director and CEO Tseng Philip M bought $77,400 worth of shares (10,000 units at $7.74), increasing direct ownership by 35% to 38,587 units (SEC Form 4)

      4 - BlackRock TCP Capital Corp. (0001370755) (Issuer)

      3/21/25 6:55:17 PM ET
      $TCPC
      Finance/Investors Services
      Finance
    • Chief Operating Officer Wolfe Patrick bought $49,508 worth of shares (6,100 units at $8.12), increasing direct ownership by 321% to 8,003 units (SEC Form 4)

      4 - BlackRock TCP Capital Corp. (0001370755) (Issuer)

      3/17/25 6:50:27 PM ET
      $TCPC
      Finance/Investors Services
      Finance

    $TCPC
    $MS
    Financials

    Live finance-specific insights

    See more
    • Morgan Stanley Reports Second Quarter 2025 Earnings Results

      Morgan Stanley (NYSE:MS) today announced its second quarter 2025 financial results. The financial results are now available on the Firm's Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases and will be available on a Form 8-K filed with the Securities and Exchange Commission (SEC) on July 16, 2025, and available on the SEC's website at www.sec.gov. A conference call to discuss the results will be held today at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-866-431-2040 (domestic) and 1-929-477-0541 (international); the passcode is 400700. Playback will be available via webcast on our website. Morgan Stanley is a leading

      7/16/25 7:27:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • BlackRock TCP Capital Corp. to Report Second Quarter Ended June 30, 2025 Financial Results on August 7, 2025

      BlackRock TCP Capital Corp. (NASDAQ:TCPC) announced today that it will report its financial results for the second quarter ended June 30, 2025 on Thursday, August 7, 2025, prior to the opening of the financial markets. BlackRock TCP Capital Corp. will also host a conference call at 12:00 p.m. Eastern Time (9:00 a.m. Pacific Time) on Thursday, August 7, 2025, to discuss its financial results. All interested parties are invited to participate in the conference call by dialing (833) 470-1428; international callers should dial (404) 975-4839. All participants should reference the access code 311460. The conference call will be webcast simultaneously in the investor relations section of TCPC

      7/10/25 8:05:00 AM ET
      $TCPC
      Finance/Investors Services
      Finance
    • Morgan Stanley Announces 7.5 Cents Dividend Increase and Authorization of a Renewed $20 Billion Multi-Year Common Equity Share Repurchase Program

      Morgan Stanley (NYSE:MS) announced that it will increase its quarterly common stock dividend to $1.00 per share from the current $0.925 per share, beginning with the common stock dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2025. In addition, the Firm's Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2025. The share repurchases will be exercised from time to time at prices the Firm deems appropriate, subject to various considerations, including current market conditions, the Firm's capital position and future economic and e

      7/1/25 4:36:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    Leadership Updates

    Live Leadership Updates

    See more
    • Morgan Stanley Appoints 173 New Managing Directors

      Morgan Stanley has announced the appointment of 173 Managing Directors. The new Managing Directors are: Andrea Alberti Jon LeBoutillier Andrew Arena Ben L. Lee Emma Atkins Dick Lee Mona Benisi Jason Lees Maria Berezhkova Benjamin Liberos Alison Bilger Uri Lichtenfeld Priya Bindra Daniel J. Lingeza Nathan Bishop Fan Liu Peter Boehm Sarah Lloyd-Johns Dan Bray Elly Lukenskaite Katalin Broz Mayank Maheshwari Shinya Bukawa Richard Mancusi Edward Bury Koren Maranca Ryuk Byun Lesley A. Matthews James Carroll Helen Mbugua-Kahuki Matt Cashia Mandy McClung Kendal Cehanowicz Felipe M

      1/10/25 9:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Investment Management's 1GT Participates in €115 Million Investment in XOCEAN

      Funding to help accelerate growth of its ocean data services platform Morgan Stanley Investment Management (MSIM) announced today that the 1GT private climate equity strategy (1GT) participated in a €115 million fundraise for XOCEAN (company), a leading provider of ocean data to the offshore energy and civil hydrography sectors. 1GT participated in an investor consortium that includes S2G Ventures (S2G), Climate Investment (CI), and Crown Family's CC Industries (CCI). The investor consortium brings fit-for-purpose capital, diverse operational experience across the offshore value chain, and the strategic connectivity to accelerate the growth of XOCEAN's platform to meet the rapidly growi

      1/9/25 2:32:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Expansion Capital acquires stake in global payments fintech Sokin

      Strategic investment is expected to accelerate Sokin's product growth plans and further global expansion Additional investors include Gary Marino, former CCO at PayPal who will join the Board, Mark Britto, former CPO at PayPal, and Aurum Partners, the investment fund affiliated with the owners of the San Francisco 49ers and other strategic LPs Existing investors include Rio Ferdinand, former England and Manchester United defender Investment funds managed by Morgan Stanley Expansion Capital have acquired a stake in UK headquartered payments business Sokin, marking an exciting new chapter for the fast-expanding fintech firm. The acquisition will provide significant capital and accel

      7/24/24 8:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $TCPC
    $MS
    Insider purchases explained

    Analytical look into recent insider purchases

    See more
    • Stock Movement: Insider Purchase at BlackRock TCP Capital Corp. on Jun 7

      Recent insider activity at BlackRock TCP Capital Corp. has been quite intriguing, with multiple transactions taking place over the past few months. On June 7, 2024, Petro Andrea made a significant purchase of $57,450 worth of shares, acquiring 5,000 units at $11.49. This purchase boosted Petro Andrea's direct ownership by 73% to 11,823 units, as disclosed in the SEC Form 4. Looking back, on March 20, 2024, several notable transactions occurred. Usifer Maureen K filed an SEC Form 3 as a new insider, while Baron John R and Usifer Maureen K were granted 8,404 and 20,997 shares, respectively. Around the same time, Vig Rajneesh returned 38,680 shares to the company, reducing direct ownership by

      6/10/24 12:39:52 AM ET
      $TCPC
      Finance/Investors Services
      Finance

    $TCPC
    $MS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Morgan Stanley

      SC 13G - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 4:15:51 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Amendment: SEC Form SC 13G/A filed by Morgan Stanley

      SC 13G/A - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 3:57:21 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G filed by Morgan Stanley

      SC 13G - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 3:39:51 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance