Newsroom

Media Contact

Laura Cooper
info@nfsi.org

Centre for Neuro Skills (CNS), a leader in traumatic brain injury and stroke rehabilitation services, today announced the appointment of Jamie Mason, J.D., as general counsel.

“Jamie has extensive in-house counsel experience and a strong background in healthcare,” says Nicholas Ashley, chief governance officer of Centre for Neuro Skills. “She is a fast learner and quickly integrated herself with the team. We are fortunate to have her in the company to keep us moving forward.”

Mason joined CNS as assistant general counsel in March 2023. As general counsel, she will oversee all aspects of the organization’s legal, risk management and regulatory performance efforts. Mason will provide oversight across all seven CNS clinics throughout California and Texas.

Mason received her Juris Doctor degree from Southwestern Law School and has more than 10 years of experience as a trial attorney, primarily representing hospitals, medical groups, physicians and attorneys.

The CNS Bakersfield clinic is the company’s flagship location, established in 1980. CNS has two other clinics across California in Los Angeles and San Francisco, as well as four Texas clinics in Dallas, Fort Worth, Houston and Austin. Through inpatient, outpatient, day treatment and residential rehabilitation programs, CNS’ facilities provide tailored neurorehabilitation therapy to patients.

“Centre for Neuro Skills is not only an industry leader in post-acute neurorehabilitation services but also a pioneer in healthcare with unmatched passion, innovation and growth,” said Mason. “It is an honor and privilege to serve as general counsel for CNS, and contribute to making a positive impact on our patients’ lives.”

About Centre for Neuro Skills

Centre for Neuro Skills is an experienced and respected world leader in providing intensive rehabilitation and medical programs for those recovering from all types of brain injury. CNS covers a full spectrum of advanced care from residential and assisted living to outpatient/day treatment. Founded by Dr. Mark Ashley in 1980, CNS has seven locations in California and Texas. For more information about Centre for Neuro Skills, visit neuroskills.com, Facebook, Twitter, LinkedIn, YouTube. For a video overview of CNS, visit our YouTube channel.

Media Contact

Robin Carr

+1 415-766-0927

CNS@landispr.com

Media Contact

Robin Carr
CNS@landispr.com

indiGO Auto Group, the country’s premier boutique automotive retailer with 26 luxury dealerships throughout Texas, California, Missouri and soon-to-be Arkansas, has opened its newest location, Porsche Sugar Land, at 13426 Southwest Freeway in Sugar Land, Texas. The new Porsche Center is adjacent to some of the city’s most popular retail outlets and attractions. Excitement is already building for a community-wide Grand Opening celebration slated for this coming April.

The 150,000-square-foot Porsche Center was built from the ground up utilizing low-carbon technology. It boasts an array of state-of-the-art, energy efficient design features, further demonstrating indiGO Auto Group’s dedication to sustainability across the value chain of the vehicle.

“indiGO Auto Group is committed to building with maximum sustainable features,” said General Manager Bram Zeegers, who previously held the same position at Porsche Palm Springs in Southern California. “Since opening in December, our goal has been to create a fully immersive, experiential ownership journey that exceeds all expectations for our customers.”

Porsche Sugar Land currently employs approximately 50 full-time team members—ranging from sales to service—and is projected to be important economic driver for the City of Sugar Land and the larger Houston metro area. Additional open positions are listed at www.indigoautogroup.com/careers.

indiGO Auto Group acquired its first Texas store, Porsche North Houston, in 2010. The company now boasts 26 franchised stores in six U.S. markets, including the recently added Porsche San Francisco and will be opening Porsche Little Rock this spring, making it one of the largest franchisees of Porsche Centers in the country.

“We’re thrilled to bring indiGO Auto Group’s concierge style, white-glove service to the Sugar Land community,” said indiGO Auto Group CEO Kelly Wolf, a native Texan who has been profiled in numerous publications, including The Houston Business Journal and Automotive News, where he also was named one of the elite 40 under 40 in the automotive industry. He currently serves on the Board of Regents for Porsche Cars North America and has been a board member since 2020.

indiGO Auto Group stands for a level of expertise beyond traditional dealerships, combining intimate factory knowledge with an authentic automotive passion that is displayed by every team member. The company is wholly owned by Netherlands-based Pon Holdings B.V., a global business of mobility products, services, and solutions.

For more information visit www.porschesugarland.com

About indiGO Auto Group

indiGO Auto Group is the destination for everyone who shares a passion for automobiles, providing unique access to brands we dream to drive, with experiences, insights, and connections for fellow enthusiasts that inspire and reward owners. indiGO Auto Group represents 26 franchised dealerships in seven United States markets, including Houston and Sugar Land, Texas, Little Rock, Arkansas, and St. Louis, Missouri, plus San Francisco, Palm Springs, Rancho Mirage, Riverside, Marin, and Redwood City, California. Dealership destinations include Porsche and Rolls-Royce Motor Cars North Houston; Lamborghini and McLaren Houston; Cavallino Rosso St. Louis; Porsche St. Louis; indiGO Classic Cars; Porsche, Audi, and Volkswagen Marin; Ferrari Silicon Valley; Jaguar and Land Rover Riverside; BMW and Porsche Palm Springs; Bentley, Rolls-Royce Motor Cars, Aston Martin, McLaren, Lamborghini, Jaguar, Land Rover, Audi and Rimac of Rancho Mirage. For more information visit www.indigoautogroup.com

Media Contact

Michael Felci

760-834-8599

mfelci@cordmedia.com

Media Contact

Michael Felci
mfelci@cordmedia.com

NAFA Fleet Management Association (NAFA) proudly announces that certified speaking professional, esteemed author and leadership consultant Richard Hadden will take center stage as the opening keynote speaker for the upcoming NAFA 2024 Institute & Expo. This premier event, which is the industry’s largest gathering of fleet and mobility professionals, is scheduled to take place from April 22–24, 2024, in San Antonio, TX.

"We are delighted to have Richard Hadden, a seasoned expert in leadership and management, share his insights at NAFA 2024 Institute & Expo," said Bill Schankel, CAE, CEO of NAFA. “His expertise aligns perfectly with our commitment to providing valuable knowledge and actionable takeaways for our attendees. For those seeking to connect directly with industry experts and gain insights into the evolving landscape of fleet management, Richard's keynote will be an invaluable opportunity.”

In his keynote session titled Recruiting and Retention in the New World of Work, Hadden will delve into the profound changes in the world of work, offering insights and strategies for attracting, retaining and engaging a dynamic workforce in 2024 and beyond. Attendees can expect an exploration of the evolving mindset of today's workers and practical keys to building high-performing teams in the current employment landscape.

Hadden will also be leading the I&E Pre-Conference Leadership Development Institute Program on Sunday, April 21. Attendees will learn how to create an engaged—and more profitable—workforce throughout Hadden’s practical, interactive, content-packed and entertaining presentation. Interested participants can learn more about the program and secure their seat here.

Hadden, co-author of the acclaimed Contented Cows leadership book series and the book Rebooting Leadership, brings a wealth of experience from his roles in the Financial Services and Information Technology sectors. As the Director of Product Development for a software company in North Florida and the founder of his technology consulting business in 1986, Hadden seamlessly transitioned his focus from Information Technology to Human Resources, Leadership and Management.

I&E attracts thousands of fleet professionals from a variety of fields, including corporate, government, public safety, utility, education, and more. The three day conference offers a blend of education, impactful conversations, networking opportunities, and products and services from the industry’s leading suppliers. More information about the I&E schedule can be found here.

Prospective exhibitors are encouraged to secure their space early to ensure prime placement in the I&E Expo Hall. For more information about reserving an exhibit booth, please visit NAFA’s website. Sponsorship opportunities can be secured here. This year’s current sponsors include Bestpass Inc., FASTER Asset Solutions, Geotab, Holman, Legend Fleet Solutions, Merchants Fleet, Motive, Samsara, Stellantis, U.S. Bank Voyager, WEX and Wheels, Inc.

NAFA Fleet Management Association is the membership organization for professionals who manage the mobility requirements of vehicle fleets that include commercial, public safety, trucks, and buses of all types and sizes, and a wide range of military and off-road equipment for corporations, governments, universities, utility fleets, and law enforcement in North America and across the globe. NAFA’s members are responsible for the specification, acquisition, maintenance, repair, fueling, risk management, and remarketing of more than 4.8 million vehicles that drive an estimated 84 billion miles each year. NAFA’s members control assets and services well above $122 billion each year.For more information, please visit www.nafa.org, and communicate with NAFA on LinkedIn, Facebook, and X.

Media Contact

Keaveny Hewitt

919-622-5276

khewitt@onwrdupwrd.com

Media Contact

Keaveny Hewitt
khewitt@onwrdupwrd.com

Stanton Chase, a top executive search firm which includes expertise in the Engineering, Construction, and Building Materials sector, is pleased to announce the placement of Rick Lambert as President of Troy Forming Concrete, Inc. (TFC). Parent company, Noverra Group of Companies near Vancouver in British Columbia, Canada, engaged Stanton Chase in this critical leadership assignment.

The search was led by a team from Stanton Chase's Industrial Practice Group, including Managing Directors Peter Deragon and Bill Brewer, Director Jill Leibowitz, and Research Director Suzanne Carroll.

"We're thrilled to have identified such a strong fit for this critical leadership role at TFC," said Peter Deragon. "Rick brings over 15 years of relevant industry experience and a proven track record of operational excellence."

"We were impressed by Rick's depth of knowledge of the home building sector having worked for several leading builders," commented Bill Brewer. "Combined with his purchasing background and passion for efficiency, he has the right skillset to optimize costs and drive profitability for Troy Forming Concrete moving forward."

"I'm confident Rick has the strategic vision and business acumen to guide TFC into its next chapter of growth and innovation," stated Jill Leibowitz.

As President, Rick will lead TFC's employees and oversee its annual revenue growth. He will be responsible for setting strategic direction, improving profitability, driving business development, and fostering an engaged, high-performing workforce.

Rick joins TFC from McStain Neighborhoods, where he served the organization for over seven years with his final role as Vice President of Operations. He previously held senior purchasing roles at Dream Finders Homes, Thrive Home Builders, and MDC Holdings. Early in his career, Rick worked as a Superintendent for US Roads. He has also served on the Board of Directors for Homebuilders Association of Metro Denver. Rick earned a Bachelor of Science in Business Administration, Finance/Real Estate and Economics from the University of Denver.

About Stanton Chase

Established in 1990, Stanton Chase is a leading global executive search firm with over 70 offices in 45 countries. The company operates through focused industry practice groups, each led by a global practice team leader. Stanton Chase consultants offer unparalleled expertise via three core services: executive search, executive assessment, and board services. The company's Los Angeles & San Franscisco offices has an established track record of delivering executive search excellence to its clients in the financial services, consumer products and services, industrial, aerospace, media/entertainment, private equity, education, nonprofit, and government contracting sectors. The Los Angeles & San Franscisco offices services clients throughout the Pacific states. Click here for information about the Los Angeles & San Franscisco offices.

About Troy Forming Concrete

Troy Forming Concrete is a Colorado foundation company, serving the Denver Metro and surrounding areas. We are a multi-trade contractor, providing excavation, foundation, and water/sewer lateral installation services for production homebuilders and custom homebuilders.

About Noverra Group of Companies

Noverra Group of Companies is a growing family of industrial and construction services companies operating in Western Canada and the Western United States. Noverra focuses on actively supporting our independently operated companies; and, proactively developing all of our people. We have an indefinite investment horizon and finance our growth without outside passive equity capital. We are continuously looking for new businesses to add to our family of companies.

Media Contact

Justin Brackett

843-284-6594

justin@digifora.com

Media Contact

Justin Brackett
justin@digifora.com

Media Contact

Jen Wirt
jen@joincoralcare.com

ATFX is excited to announce the completion of the Change of Name for Securities Australia Pty Ltd. From now on, the entity will be known as AT Global Markets (Australia) Pty Ltd, with the brand name “ATFX” to continue serving retail clients and the brand “ATFX Connect” to serve institutional clients in APAC.

This strategic move reflects ATFX’s commitment to streamlining and consolidating its global brand presence. Since its establishment, ATFX has been recognized globally for its innovative technology, comprehensive product range, and regulatory compliance. The company has exciting plans ahead in Q2 this year, as it moves to a bigger new office in Sydney, signalling its growth and commitment to providing an exceptional trading experience. Additionally, ATFX is proud to announce its confirmation of sponsoring the prestigious Finance Magnates Pacific Summit in August, to showcase the group’s technology and customised liquidity solutions of its institutional brand ATFX Connect, reiterating ATFX’s dedication to fostering collaboration and driving innovation within the industry.

Not stopping there, ATFX is also focused on enhancing its services for clients. The company is investing in the upgrade of its client portal and server, and introducing the automatic KYC clients onboarding system, ensuring a seamless and efficient trading environment for users. This upgrade will enable clients to access a wide range of trading tools, educational resources, and customer support, further solidifying ATFX’s commitment to delivering exceptional customer experience.

With such exciting branding activities and projects on the horizon, ATFX continues to demonstrate its strong position as a key player in the financial industry, offering cutting-edge technology like AI-driven projects, comprehensive product offerings, and unwavering regulatory compliance.

ATFX Chairman Joe Li expressed enthusiasm for this milestone, stating, “The Change of Name represents a significant step forward for our operations in Australia and underscores our dedication to offering unparalleled trading services to our clients. By leveraging the strong reputation and global brand recognition of ATFX, we are confident that AT Global Markets (Australia) will continue to thrive and uphold the highest industry standards.”

About ATFX

ATFX is a globally leading fintech broker, holding licenses in multiple countries, including the UK's FCA, Cyprus's CySEC, UAE's SCA, Australia's ASIC, and South Africa's FSCA. With a strong presence in Europe, Southeast Asia, the Middle East, Latin America, APAC, and South Africa, ATFX is committed to delivering exceptional trading experiences to clients worldwide. The company prioritizes customer satisfaction, innovative technology, and strict regulatory compliance, positioning it as one of the top choices for traders seeking reliable and sophisticated trading solutions.

For further information on ATFX, please visit: https://www.atfx.com

Contact Details

Weems Chan

sales.uk@atfx.com

Media Contact

Weems Chan
sales.uk@atfx.com

The New York County Dental Society is holding its American Dental Association award-winning Give Kids A Smile NYC event on Friday, February 2, 2024. District 4 East Harlem schools are eager to have the event back in their schools after holding virtual programs during the height of the pandemic. This major event will occur at six school sites, reflecting the participation of nine schools. It is estimated that 2,400 lower, middle, and upper children will receive much-needed oral hygiene education. An overwhelming majority of those students will also obtain free dental screenings, cavity-preventing fluoride, oral hygiene instructions, and dietary guidance all in a fun and festive atmosphere. The need will be great as many students may have not seen an oral-health professional during the pandemic. 

Give Kids A Smile NYC, now in its 9th year, has greatly influenced oral healthcare with the policymakers in our area including former City Council Speaker Corey Johnson, Manhattan Borough President Mark Levine,State Senator Robert Rodriguez and Congressman Adriano Espaillat, who have all supported our program.Come see for yourself the quality of this community contribution from the New York County Dental Society!

Give Kids A Smile is held annually to raise awareness of the epidemic of untreated dental disease occurring locally and nationally and to create local public-private partnerships to increase access to oral health care to solve this crisis. This year’s program will be held at the following sites from 8:30 a.m. – 12:00 p.m.:

• PS 83, PS 182 at 219 East 109th St.​​​ (between Second Ave. and Third Ave.)
• T.A.G. 240 at East 109th St.​​​ (between Second Ave. and Third Ave.)
• Central Park East 1 at 1573 Madison Ave. ​(between 106 St. and 107 St.)
• PS 146, D75 at 421 East 106th St.​​​ (between FDR and First Ave.)
• Mosaic Prep at 141 East 111th St.​​​ (between Park Ave. and Third Ave.)
• PS/MS 7 at 160 East 120th St.​​​(between Second Ave. and Third Ave.)

For more information about Give Kids A Smile NYC visit: Give Kids A Smile (nycdentalsociety.org)

Media Contact

Allyson Stone

561-706-0192

allyson@stoneshineventures.com

Media Contact

Allyson Stone
allyson@stoneshineventures.com

• Education: Providing tailored educational programs to equip founders with the skills and knowledge essential for success in the business world.
• Mentorship: Offering mentorship opportunities from experienced entrepreneurs and industry leaders to guide and inspire the next generation of founders.
• Access to Funding: Facilitating increased access to funding by connecting founders with investors, philanthropic organizations, and other funding sources.

Media Contact

Jaclynn Brennan
press@ayana.org

Trust & Will, the leading digital estate planning and settlement platform in the U.S., today announced that it has made a number of new executive hires amid significant revenue and member growth and future market opportunities.

These notable hires include:

• Dale Sperling joins the company as Chief Marketing Officer, bringing a unique blend of leadership, creativity, and deep knowledge of brand and marketing to the new role. Dale has been a persistent force in the marketing world, most recently serving as CMO at Stash, a financial investing app, and previously held senior marketing roles at Walt Disney Internet Group and AOL.
  
  
• Doug Luftman joins the company as Chief Legal Officer to lead the legal, government affairs, and people operations groups and further elevate such functions as strategic business resources. Over his 25-year career, Doug has served in strategic roles spanning from General Counsel at startups to senior legal executive positions at companies such as DocuSign, CBS & Palm, Inc.
  
  
• Stephany Bader joins the company as VP of Product, to lead the product management and design organization, bringing over 15 years of product management experience to the role. She is responsible for setting the company’s product strategy and roadmap, as well as overseeing product execution and user experience design. Previously she led the investing product at Wealthfront, and held senior product leadership roles at Intuit, Eventbrite, and Google.
  
  
• Michael Jones joins the company as VP of Engineering to lead our engineering practice, bringing over 20 years of engineering leadership experience across fintech, startups, and communities. He has been accountable for building efficient teams from scratch and maturing organizations to scale across multiple engineering disciplines and cross-functional accountabilities. He most recently held senior engineering roles at Fundrise, Acorns, and Capital One.
  
  
• David Weisman was promoted to VP of Sales & Partnerships. He brings over 13 years of experience in partnerships and sales strategy and execution to his role. Previously, David held roles as Head of Business Development at Scoop Technologies and as Global Product Expert at Google, demonstrating expertise in B2B development, market analysis, and driving sustainable revenue growth.
  
  

After recently announcing brand ambassadors Matthew and Kelly Stafford, along with becoming a Certified B Corporation, the startup is uniquely poised to help every family leave a legacy.

"Empowering families to leave a lasting legacy is our mission. With top-tier talent joining our executive team, we're primed to reach the 60% of Americans without an estate plan through our affordable platform. As we gear up for explosive growth in 2024, their expertise and leadership align seamlessly with our vision. I'm confident their contributions will shape Trust & Will's future success," said Cody Barbo, Founder and CEO of Trust & Will.

With more than 700,000 members, the digital platform has a 1300% growth rate according to Deloitte, and will reach even more families in 2024 to help with estate planning and probate. Squarely in hyper-growth mode, Trust & Will’s newly enhanced executive team will help propel the company through this next growth phase to serve hundreds of thousands of new members.

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we've helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice.

Media Contact

Danielle Nuzzo

631-807-7772

danielle@trustandwill.com

Media Contact

Danielle Nuzzo
danielle@trustandwill.com

This week, NEWHD Radio is thrilled to announce the launch of a groundbreaking feature, "Ultimate Led Zeppelin," hosted exclusively by Jimmy Rodgers. Available on NEWHD Radio in New York and Los Angeles, listeners can tune into this exceptional show via the NEWHD Radio App.

"Ultimate Led Zeppelin" is set to present an immersive journey through the history and music of the iconic band, Led Zeppelin. The show will air every day of the week at 1 AM, 7 AM, 12 PM, 4 PM, and 8 PM, ensuring fans can indulge in the legendary sounds at their convenience.

Zach Martin, the founder of Sophia’s Mission and NEWHD, expressed his enthusiasm for this latest addition to the NEWHD lineup. “Creating a new and exciting way of sharing the music of Led Zeppelin has been my lifelong radio dream. Dreams do come true!” said Martin. He also shared his excitement about Jimmy Rodgers joining the NEWHD team. “I also love Jimmy as the latest addition to the NEWHD. He hails from London and now resides in New York City, near the Physical Graffiti building on 8th street by Thompson Park! Can you imagine that?"

Jimmy Rodgers, known for his deep knowledge and passion for Led Zeppelin, brings an authentic and engaging perspective to the show. His London roots and current New York residency add a unique flavor to the storytelling and presentation of Led Zeppelin's music.

NEWHD Media, a pioneer in radio broadcasting, continues to innovate and provide listeners with unique and engaging content. For more information about NEWHD Media and its diverse offerings, please visit https://www.newhdmedia.com

"Ultimate Led Zeppelin" is more than just a radio show; it's an experience, a tribute to the enduring legacy of one of the greatest rock bands in history. Join us on this musical journey, exclusively on NEWHD Radio.

The collaboration between Saint Sophia's Mission and NEWHD Media focuses on creating job opportunities for individuals with special needs and disabilities. Using broadcasting technology, they offer roles in various fields such as radio, podcasting, and digital marketing, enabling remote work. This partnership is key in promoting inclusivity and diversity in the workforce.

Sophia's Mission: https://sophiasmissionus.org

NEWHD Media: https://plato.newhdmedia.com

Media Contact

Zach Martin

zach@newhdmedia.com

Media Contact

Zach Martin
zach@newhdmedia.com

The Investments & Wealth Institute (IWI) has announced the lineup of keynote speakers for its 35th annual conference, Investments & Wealth Experience, which will be held at the Wynn Las Vegas April 7–10, 2024. The conference will host an estimated attendance of 1,000 investment and wealth management practitioners. The three-and-a-half-day event will feature the following keynote presentations:

• Ian Bremmer, President & Founder, Eurasia Group & GZERO Media. A renowned political scientist and analyst who provides unparalleled insights into geopolitical risks and their impact on financial markets.
  
  
• Michael Sandel, Professor of Government, Harvard University. World-Renowned philosopher, ethicist, and professor, Dr. Sandel will offering insights on how societies can identify shared values and work toward “the common good.”
  
  
• Betsy Myers, Warren Bennis Leadership Institute at the University of Cincinnati. An expert on emerging leadership trends who helps organizations retain top talent and achieve meaningful business results.
  
  
• David Wu, Head of AI & Knowledge Management, Morgan Stanley Wealth Management. Business and technology expert charged with harnessing generative AI capabilities for one of the largest wealth management firms in the world.
  
  
• Danielle DiMartino Booth, CEO and Chief Strategist, QI Research. An economist and former Federal Reserve advisor to share global economic trends and monetary policy.
  
  
• Timothy D. Hauser, Department of Labor Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA), will discuss the new DOL Retirement Security Rule.

"The quality of this lineup reflects what elite advisors expect from Institute events: the inclusion of thought-provoking industry leaders who engage attendees and make them part of the discussion," said Anuj Gupta, CIMA®, CPWA® Principal Director, Wealth Products, Business Solutions at Envestnet, who is also a member of IWI’s Board as well as co-chair of its Annual Conference Program Planning Committee.

The keynote speakers scheduled throughout the three-and-a-half-day event are just part of the newly rebranded Investments & Wealth Experience, which includes more than 40 educational sessions—including extended, interactive workshops, breakout sessions, and shorter-styled “EdTalks”—with more than 60 speakers presenting in total. The breakout sessions fall into one of four program tracks: tax planning and wealth preservation, public and private markets, legacy and intergenerational wealth planning, and client and practice management.

Investments & Wealth Experience will also include an opening night reception at the Sphere, a marvel of contemporary architecture and the hottest new venue in Las Vegas. The Sphere Experience will include private VIP suites hosted by sponsors, interactive robots, holographic art installations, and a multi-sensory film on the world's largest hi-def screen.

“Experience is the premier conference for advisors, developed by advisors,” said Frances Pascua, CIMA®, CPFA®, Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, and co-chair of IWI’s Annual Conference Program Planning Committee. “We understand that attendees want to learn best practices—not only from the lineup of speakers but also from one another—as to how to continue to stay competitive and provide excellent service to their affluent clients.”

Registration for the conference is now open. Preferred pricing for registration is $1,295 USD until March 8, 2024.

Historically, Investments & Wealth Experience has been the largest association gathering for advanced investment and wealth management practitioners in the industry, with an estimated $400B of AUM under one roof. Attendees may earn up to more than 20 Continuing Education (CE) credits by attending the conference.

About the Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications — Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) — the Institute delivers Ivy league-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

Media Contact

Allison Edmondson

303-850-3207

aedmondson@i-w.org

Media Contact

Allison Edmondson
aedmondson@i-w.org

Trader Vic’s, the legendary tropical-themed empire, is poised to celebrate a momentous 90 years of culinary innovation, unparalleled ambiance, and the creation of their iconic ‘Mai Tai’ cocktail. Originating from a modest Oakland, California bar named ‘Hinky Dinks’, Trader Vic's has transformed into a global brand captivating audiences worldwide.

In tandem with Trader Vic's 90th anniversary, 2024 also marks significant milestones, with the ‘Mai Tai’ cocktail reaching its 80th anniversary, and noteworthy anniversaries for Trader Vic's locations in Dubai (30th year) and Tokyo (50th year), adding layers of celebration.

Trader Vic's roots trace back to 1934 when founder Victor Bergeron transformed ‘Hinky Dinks’ into an island paradise, laying the foundation for a culinary empire. Pioneering exhibition cookery, Bergeron introduced Chinese wood-fired ovens, grazing menus, and multi-ethnic fusion cuisine. The brand, the first of its kind, introduced once-exotic ingredients like Morel mushrooms, Malagasy green peppercorns, and kiwi fruit. In honor of the 90 years, each Trader Vic’s flagship worldwide will feature special celebratory menus, offering nostalgic nods to signature cocktails from each decade.

Eve Bergeron, instrumental partner and granddaughter of Trader Vic, expresses, “As we celebrate Trader Vic's remarkable 90-year journey, we honor not just my grandfather Victor Bergeron but also the guests and enthusiasts integral to this incredible story. Trader Vic's stands as a beacon of culinary innovation and a global ambassador of tropical ambiance, where multiple generations have created lasting memories. We look forward to embracing the past and the exciting future ahead.”

Rhett Rosen, CEO of Trader Vic’s, reflects, “Commemorating 90 years is a momentous occasion to reflect on the brand's enduring legacy and global impact. Trader Vic's has not only pioneered in the culinary world but symbolizes cultural fusion and unparalleled hospitality.”

In conjunction with the milestone celebrations, Trader Vic's highlights the remarkable growth of its e-commerce platform, the ‘Trading Post’. Launched in 2014, the Trading Post has evolved into a thriving online hub, offering a wide array of Trader Vic's products that ship nationwide in the United States. As part of the 90th-anniversary festivities, the Trading Post will feature exclusive promotions and limited-edition offerings.

With its unique charm, Trader Vic’s spans the globe, boasting the most extensive selection of rum-based cocktails worldwide. The brand's overseas journey began in 1963 in London at the Hilton on Park Lane, followed by notable establishments in Tokyo and Dubai. Global expansion not only showcases Trader Vic's commitment to authenticity but also its ability to thrive in diverse cultural landscapes.

Rosen adds, “Looking ahead, we are excited about the next chapter, committed to delivering exceptional experiences and expanding the Trader Vic's legacy globally. As the brand looks towards the future, it continues to innovate and evolve, with plans for further expansion and the introduction of new concepts under the Trader Vic's Hospitality Group umbrella.”

For the latest updates on Trader Vic’s 90th Anniversary celebrations, events, and news, visit: Trader Vic's Website. To purchase the 90th Anniversary limited edition glass and more, visit the Trading Post store website: Trading Post Store.

About Trader Vic’s

With 19 global locations in the United States, Middle East, and Asia, Trader Vic’s is renowned for its authentic island ambiance and world-famous Tiki cocktails. Home of the Original Mai Tai®, created in 1944 by Victor “The Trader” Bergeron, the legendary cocktail has become the most replicated tropical drink of all time. Offering innovative multi-ethnic fusion cuisine in a paradise escape, Trader Vic’s is a must-visit destination for happy hour, brunch, a leisurely supper, or any other occasion. Visit Trader Vic’s website for more information, and connect with Trader Vic’s on Facebook, Instagram, and TikTok.

Media Contact

EMC Brands

Dianne Quirante

dianne@emcbrands.com

Media Contact

Dianne Quirante
dianne@emcbrands.com

Media Contact

Susan Assadi
s.assadi2@gmail.com

Trust & Will, the leading digital estate planning and settlement platform, is proud to announce a strategic investment from Erie Strategic Ventures, the venture capital arm of Erie Insurance (ERIE) in partnership with Touchdown Ventures.

This financing builds on previous investments, with more than $50 million raised since Trust & Will’s founding in 2017. The new capital will be used to further integrate Trust & Will's award-winning platform with leading financial institutions and insurance providers.  

“We are honored to partner with Erie Strategic Ventures and Touchdown Ventures to help more families leave a legacy,” said Cody Barbo, founder and CEO of Trust & Will. “With this strategic investment and ERIE’s reputation as a leading auto, home, business and life insurance company, we can bring our innovative digital solutions to people who may otherwise think they can’t afford or don’t need an estate plan.”

Nearly 60% of American adults do not have an estate plan. Trust & Will provides an easy and secure way to create estate plans and settle estates online, with the ability to customize legal documents that adhere to individual state and county guidelines. The fintech company recently achieved B Corporation certification, becoming the first in their industry to do so. 

“Trust & Will has made it easy and affordable for anyone to proactively get their estate in order and we’re pleased to partner with this leader in online estate planning and settlement,” said Keith Kennedy, senior vice president for Next Level Innovation at Erie Insurance. “Similar to the flexible and affordable life insurance that we offer through Erie Family Life, estate planning is an essential part of protecting your family and helping loved ones when they'll need it most.”

About Erie Strategic Ventures

Erie Strategic Ventures is the venture capital arm of Erie Insurance (ERIE), a Fortune 500 auto, home, business and life insurance company that generated $8.6 billion in direct written premium in 2022. Founded in 1925, ERIE is the nation’s 12th largest homeowners insurer, 12th largest automobile insurer and 13th largest commercial lines insurer based on direct premiums written. ERIE is rated A+ (Superior) by A.M. Best and has more than six million policies in force and a network of over 13,000 independent agents across 12 states and Washington D.C. Learn more about Erie Strategic Ventures at www.erieinsurance.com/ventures.

About Touchdown Ventures

Touchdown Ventures partners with corporations to manage their venture capital programs. Touchdown works closely with each corporation to help achieve the financial and strategic benefits from venture capital investments. The firm maintains offices in Los Angeles, Philadelphia, and San Francisco. More information on Touchdown can be found at www.touchdownvc.com.

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we've helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice.

Media Contact

Danielle Nuzzo

631-807-7772

danielle@trustandwill.com

Media Contact

Danielle Nuzzo
danielle@trustandwill.com

Siebert Williams Shank & Co. (SWS) announced the formation of a new Quantitative Solutions Group to be headed by Giles Nicholson, a public finance industry veteran who has developed and executed complex financing structures for major investment banking institutions. The addition highlights Siebert Williams Shank’s steadfast and growing commitment to expand its public finance practice in 2024.

Nicholson comes to SWS with over 34 years of experience in municipal finance, most recently as Head of the Quantitative Strategies Group at UBS. In that capacity, he coordinated the firm’s quantitative ideas generation and modeling techniques, which were integral to obtaining and executing lead managed transactions.

Based in Siebert Williams Shank’s New York office, the Nicholson-led group will coordinate ideas generation and execution across the entire public finance client base, with a focus on products and strategies that are tailored to specific client needs and market conditions.

With a team of five people reporting to him from offices across the country, Nicholson will target three major goals as the firm’s newest Managing Director and Head of the Quantitative Solutions Group: provide clients with the best ideas possible in turbulent market conditions; allow the firm to share best practices from a central repository; and enhance training and development opportunities for the firm’s junior bankers.

“I am delighted that Siebert Williams Shank continues to attract high quality talent to our growing firm,” said Suzanne Shank, President and CEO of Siebert Williams Shank. “Hiring Giles along with other senior and experienced hires over the last year demonstrates our deep commitment to public finance at a time when our competitors are laying off in droves or retrenching from the sector entirely.”

“We are eager to leverage Giles’ deep expertise and experience to provide our muni issuer clients with the best and brightest ideas to achieve their financial objectives,” said Gary Hall, President of Infrastructure & Public Finance at the firm. “I know he will contribute greatly to SWS being a perennial leader in the public finance industry.”

Prior to his six-year tenure at UBS, Nicholson held senior leadership and analytical roles at JPMorgan, Lehman Brothers, Barclays Capital, and Wells Fargo. He earned his BA at Harvard College, where he studied Economics.

“I am very excited to join the Siebert Williams Shank and Co. team,” Nicholson said. “The firm is deeply committed to the success of its clients and provides the highest quality of service to them with innovative and actionable ideas.”

Nicholson was instrumental in the New York Metropolitan Transportation Authority’s 2002 debt restructuring and its subsequent refinancing in 2012. He also provided extensive quantitative support and ideas generation for the 2023 Chicago Sales Tax Securitization and tender, which earned The Bond Buyer’s prestigious Deal of the Year award in December. In addition, he helped facilitate the State of Oregon’s 2023 Higher Education General Obligation transaction.

Nicholson has developed and participated in debt financings for the Dormitory Authority of the State of New York, the New York Municipal Water Finance Authority, the Port Authority of New York and New Jersey, the Texas Water Development Board, and the University of California, among others throughout his career. His specialties include tenders, pooled loans, restructurings, defeasances, and energy prepays.

About Siebert Williams Shank

Dually headquartered in New York, NY and Oakland, CA, SWS is an independent non-bank financial services firm that offers investment banking, sales and trading, research, and advisory services. Its mission is to exceed expectations through value-added results and leave a lasting impact on the sectors, corporations, and communities they serve. SWS counts 74 Fortune 100 companies among its clients.

Media Contact

Tom Butler

646-213-1802

TButler@ButlerPR.com

Nick Eilerson

646-205-7627

NEilerson@ButlerPR.com

Media Contact

Tom Butler
TButler@ButlerPR.com

“The world of influencer marketing is dynamic and constantly evolving,” said Mandy Anderson, Senior Vice President of Client Relationships at Dynamik Influence. “Our relaunch reflects our commitment to staying ahead of the curve, providing brands with the latest strategies and tools to navigate this powerful marketing channel effectively.”

• 86% of women say they use social media for purchasing advice
• 88% of consumers have purchased something due to a creator’s content in the last six months
• Among 18- to 34-year-olds, who seem glued to their mobile devices, influencer marketing outranks TV advertising, digital advertising, radio advertising and billboards for 85% of the respondents

Media Contact

Jaimee Davis
jaimee.davis@4media-group.com

• WonderWire Front-Close Posture Back Bra: Received unprecedented praise during wear tests and hailed as the most well-received new bra in Glamorise's history. The bra combines seamless comfort with posture support and Glamorise’s cushioned underwire technology.
• WonderWire Minimizer Bra: Fulfills customers’ most searched-for bra that Glamorise had not made, until now. 
• MagicLift Seamless Everyday Bra: Inspired by the bra maker’s best-selling sports bra after learning many women wore this sports bra daily outside the gym. This t-shirt bra version blends the support and active features consumers know with an everyday, seamless style.

Media Contact

Michelle Songy
michelle@presshook.com

Media Contact

Lasley Steever
lasley@ibumovement.org

The Association of Pickleball Players (APP) unveiled plans for a permanent home at The Fort in Fort Lauderdale, Fla., making the APP the first pickleball organization ever to establish an official headquarters and training center. The state-of-the-art facility, featuring 43 courts and the world’s first pickleball stadium, will further support the APP’s mission in developing the sport’s talent and growing pickleball at all levels.

“Our new headquarters and training facility provides the Association of Pickleball Players an incredible opportunity to grow beyond hosting world-class events,” said APP Founder Ken Herrmann. “The Fort will set the bar for pickleball facilities worldwide and will allow us to further develop the APP into the leading global pickleball organization. We cannot wait to officially call South Florida—the epicenter of pickleball action—our home.”

Co-Founders Brad Tuckman and Rich Campillo envision The Fort as more than a pickleball club; it's a community hub where pickleballers discover a home away from home and experience the essence of South Florida living.

“Aligning with the APP was a natural choice, as their vision mirrors our own—to elevate the game while honoring its inclusive roots as a sport for everyone, whether for social play or professional ambition. With the APP playing a central role in our training and development initiatives, we're now even better positioned to establish The Fort as the premier pickleball destination, providing a perfect blend of competition and unparalleled entertainment for everyone,” said Tuckman.

The APP and The Fort share a mutual vision to support the growth of pickleball and develop the sport’s talent at its core. This builds on the APP’s reputation as the first and original USA Pickleball-sanctioned tour by now establishing a regular wide range of year-round programming opportunities tailored to pickleball players of all skill levels and ages. The APP’s current plans for growth are highlighted by:

• Holding world-class, international pickleball tournaments and events for elite pros and amateurs
• Junior player development for U.S. and international students
• Programs for high-performance touring pros seeking structured, year-round training
• Opportunities for aspiring pickleball players from around the world to train, engage with other players and enjoy a vast array of resources at their disposal
• Serving as the official training home for the APP Next Gen National Team

The Fort will deliver an unmatched pickleball experience. The heart of The Fort is its pickleball club accompanied by:

• 43 professional courts and the world’s first dedicated pickleball stadium
• 14 weatherproof courts for play rain or shine
• Open and reserved play, clinics, leagues and tournaments for casual and competitive players
• Pro shop, locker rooms and fitness recovery center
• 4,000 square foot event center, and food and beverage options offering a blend of social and culinary delights that embody the South Florida lifestyle

Located within the 93-acre Snyder Park and adjacent to the Fort Lauderdale-Hollywood International Airport, The Fort is scheduled to have its grand opening later this year, in time to welcome pickleball players to the APP’s final Major of the 2024 season. To learn more about The Fort, visit playthefort.com and follow @PlayTheFort on Instagram and Facebook.

The APP’s new headquarters in Fort Lauderdale enables the organization to embed itself in one of the strongest pickleball communities in the world. In addition to being the home of The Fort, the Miami-Fort Lauderdale metropolitan area represents the single largest concentration of pickleball players in Florida, with 20 percent of the state’s pickleball-playing population residing in the area. According to the APP’s 2023 player participation research data, the Miami-Fort Lauderdale metropolitan area is the fourth largest pickleball market in the nation, with 3.1 percent of their population having played the sport at least once in the past twelve months.

The APP is currently welcoming more than 1,200 pickleball players to Southwest Florida with the APP Punta Gorda Open now through Sunday, January 21. More information about how to compete at an upcoming APP event—including Tour dates, registration and ticket information—is available on theapp.global.

About the APP

The Association of Pickleball Players (APP) provides opportunities for pickleball players of all ages and skill levels—professionals, amateurs and recreational—to compete in world-class pickleball events for the opportunity to win prize money and be seen on internationally televised broadcasts. The APP was founded in 2019 and operates the first and only tour fully and officially sanctioned by USA Pickleball. In 2023, it held 19 events across the country and supported five international tournaments. The APP prides itself on developing the next generation of pickleball champions through its APP Next Gen Series, the APP Next Gen National Team and other youth initiatives. The 2024 schedule, recent news and additional information about the APP are available at theapp.global and on Instagram, X, Threads, TikTok, Facebook and LinkedIn.

About The Fort

The Fort, a public private partnership with the City of Fort Lauderdale, is a lively hub for pickleball and sports enthusiasts, nestled next to the FLL airport in Snyder Park's 93 acres. Catering to all skill levels, the Fort features 43 pickleball courts, including 14 weatherproof covered, and the first-ever pickleball stadium. Beyond pickleball, The Fort offers a variety of activities like golf simulators, a dart room, beach tennis, paddle boarding on a scenic 7-acre lake, bocce, and live music with lakeside dining. The Fort is more than a venue for games; it's an immersive experience for dining, socializing, and entertainment, making it a symbol of community and good old fashion fun.

Media Contact

Daniel Sagerman

847-800-8182

dsagerman@theapp.global

Media Contact

Daniel Sagerman
dsagerman@theapp.global