Strategic additions to executive team to drive next phase of company’s growth.
Business Wire
2 July 2008
Rogerscasey, a globally-diversified consulting and financial services firm based in Darien, Connecticut, has acquired a Canadian investment consulting firm, Perimeter Capital Management Inc. (PCMI). PCMI will now be known as Rogerscasey Canada, Inc. They are based in Toronto, Canada, providing investment manager research and portfolio construction services, using proprietary technology, to financial institutions and institutionalinvestors throughout Canada.
“Perimeter Capital has a terrific investment research capability that complements Rogerscasey’s deep manager research platform, experienced investment people, and a fine reputation throughout Canada. We are delighted to establish a permanent footprint in Canada,” noted Tim Barron, Rogerscasey’s President and CEO who will become CEO of Rogerscasey Canada.
“We could not be happier. Rogerscasey has long been considered a preeminent investment consulting and technology firm in the United States. Personally, I have a long history with the firm and am proud and very excited to lead Rogerscasey Canada,” mentioned Bob Mitchell, who becomes President of the Canadian entity. “Most important,” Mitchell said, “Our clients will benefit substantially from the addition of Rogerscasey resources.” Mitchell, along with partners Bill Hutchison and Heather Cooke and their analyst team, is looking forward to becoming Rogerscasey Canada early this summer.
About Rogerscasey
Innovators in investment research since 1968, Rogerscasey is among the nation’s leading providers of comprehensive investment solutions for a broad spectrum of pension and retirement plans, endowments, foundations, and high-net worth individuals across the world. Rogerscasey has over 100 employees operating in five offices across the United States and one in Dublin, Ireland, including 23 senior investment consultants and 30 research professionals. www.rogerscasey.com
About Perimeter Capital Management Inc.
Perimeter Capital Management Inc. is registered across Canada as an Investment Counseling/Portfolio Manager. Led by an experienced team of investment professionals equipped with proprietary analytical tools, PCMI partners with their clients to design and manage superior investment programs. www.pfin.ca
CONTACT: Rogerscasey, T. Patrick Mulvey, 203-656-6731, Managing Director, Head of Global Sales & Marketing, pat.mulvey@rogerscasey.com
