Category Archives: Financial Services

Michael Burwell An Experienced Officer at Willis Towers Watson

Willis Towers Watson is a worldwide advisory, multi-service firm. The company is a leader in offering companies of all sizes, investment risk programs, broking services, benefit solutions, insurance brokerage services, actuarial solutions, reinsurance solutions, human resource capital, and much more. Willis Towers Watson continues to operate today in the same way that it began in 1828. Willis Towers Watson carries a reputation for trustworthiness in all their client dealings. They are known to produce excellent business service plans, well-defined analytical skills, and sound advice all wrapped around unique technology IT software programs.


Not only does Willis Towers Watson continue to grow exponentially with offices in over 40 countries, the company is always attracting the best in managerial talents. Currently, Willis Towers Watson is growing and serving their clients under the leadership of John Haley, the Director and Chief Executive Officer. Mr. Haley knows the insights and direction of Willis Towers Watson because he came up in the company through many successful managerial roles and mergers since 1977.


One of the new 2017 Willis Towers Watson promotions is Michael Burwell who assumed the role of Chief Financial Officer. Mike is not a neophyte to the operations of Willis Towers Watson. He joined this global giant in 2012 overseeing a company division that handled human capital, finance, technology ventures and globally adept business sourcing. At the same time, Mike served as a senior partner overseeing national and international client relationships. In Michael Burwell’s earlier careers, he received years of experience working with the preeminent Pricewaterhouse Coopers LLP. Refer to This Article for more information.


Michael Burwell rose quickly within Pricewaterhouse Coopers having acquired the title of partner in the company’s Detroit department on transaction services practices. Michael was also appointed Pricewaterhouse Cooper’s Chief Financial Officer and within a year the company’s Chief Operating Officer for its United States business practices. Michael Burwell joined Willis Towers Watson with over 31 years of professional financial/auditing services. Mike Burwell received the new appointment because the prior Chief Financial Officer retired in October 2017.


Mr. Haley stated that he knows that Mr. Burwell is bringing key leadership skills that will continue to grow Willis Towers Watson’s global clients with the company’s multi-financial services. Michael also has an educational background that any company would benefit from. He graduated from Michigan State University with a Bachelor of Arts degree in Business Administration. Michigan State University honored Mike with an Alumnus of the Year award in 2010. Mike also pursued and received a certification as a CPA.



Michael Burwell Is Respected in His Field

Michael Burwell is a very respected businessman who has had a very long career where he has achieved many things. He is working for Willis Towers Watson right now in the in the position of Chief Financial Officer. he has worked in a number of different departments which has helped him to gain a lot of experience that other executives his age do not have. This added experience has put him in a great position to get promotions that other people int he company are simply not qualified for. He spent more than 30 years of his career working for the auditing company PwC. It was during this time that Michael Burwell was able to gain a reputation for being an excellent executive who always pays attention to detail.


He also served as the Chief Financial Officer for part of his tenure at PwC. However, he started at the bottom and worked his way up. It took him many years to ascend to this position. He often dealt with many of the problems that were begin experienced by clients of the company. PwC has its international headquarters in London, England. However, Michael Burwell worked at the Detroit office for most of his time with the company. This is because he is a native of Michigan and he was comfortable living in that area. The cold winters did not bother him.


Michael always received top marks while he was in school. This led to many different colleges offering him admittance. He was also given several scholarship opportunities. He eventually settled on Michigan State University because he wanted to stay close to his family while he was attending school. His mother was in poor health at the time. Therefore, he did not want to be in a different state if she had a medical emergency. Get Additional Information Here.


Michael decided to major in business administration. He believed that having this particular degree would open many doors for him. He turned out to be right. There are many different career paths that a person with a business administration degree can take. PwC recruited him right out of college. Michael never intended to stay with the company for so many years. However, he was comfortable and he was making very good money. Therefore, there was no reason for him to seek employment elsewhere. Mike attributes all of his success to always being prepared and being surrounded by great people.


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Equities First – The Importance of Funding for Business

Regardless of how well your business is getting along, you need to get ready for blustery days and even tempests. Business and financial cycles bring dim mists you cannot foresee. That is the reason savvy organizations make financial arrangements for downturns. Good credit, cash savings, favorable supply and smart arrangements can keep the business functioning and sustain momentum when the business atmosphere is no longer favorable. However, no business has ever survived without finance support. And for startups or company that seeks to develop, stock-based loans from Equities First Holdings offer the best option in today’s hard economic times.


Business success can bring companies to difficult crossroads. At times, to go up on business activities and accomplish more prominent achievement, an organization needs noteworthy financial investment to procure new capital, staff or stock. At the point when business supervisors hit this crossroads, they need to wade via their financial choices, which incorporate infusions of equity capitals – maybe from investors. Each circumstance is distinctive, yet smart managers give attention to the price of success and the alternatives of getting development financing.


There is nothing that spells imminent death compared to company that is not able to pay its workers. Indeed, even the most devoted staff won’t stick around for long in case the paychecks stop. The bigger the business of the company, the bigger the costs. Most importantly, organizations need to guarantee they have enough payroll money with them that can go for a minimum of two cycles if not more. Planning of finances to guarantee your finance records are fit as a fiddle are fundamental to the integrity and life span of your organization. With the financial help of Equities First Holdings, no company should go for a month without paying its employees – that is after the company explores different means of financing its business activities. for more.

Equities First Provides Unique Financing Options to US Citizens

During the recent credit crisis and national recession, getting a personal loan in the United States became harder than ever before. Even people that were able to meet the income and credit requirements, getting a loan with an affordable interest rate was practically impossible. This was even the case for high-net worth individuals.

For those that are looking for a personal loan, another option would be to take out a loan from Equities First. Equities First is a specialty finance company that specializes in providing a unique financing option to consumers. The company typically provides consumers with stock-secured loans, which can then be used for any purpose that the borrower wants.

With a stock-secured loan, a borrower will pledge a stock portfolio to Equities First as collateral. If the borrower ends up falling behind on their loan payments, the company will then have the ability to liquidate the stock portfolio to either make a loan payment or pay off the loan entirely. In many cases, the company is able to offer these loans with very low fees and interest.

While it may seem counterintuitive to pay interest on a loan that could be paid off by selling stock, taking out a stock secured loan can come with a number of different benefits. One of the main benefits is that it allows a borrower to liquidate their stock without actually selling it. Over a longer period of time, stocks tends to increase in value at rates higher than the interest rate of loan. Furthermore, many stocks pay out additional dividends, which can act as a good source of income. Because of this, it can make far more sense to wait to sell the stock and take out a loan instead and pay off the balance over time.

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Highland Capital Management Success Journey

Highland Capital Management, LC is SEC registered, global investment advisor managing over $18 billion worth of assets. The company is one of the largest and most experienced alternatives for credit managers globally.

Company History

The company was founded in 1990 as a joint venture between James Dondero and Mark Okada. It stated as Protective Life Insurance Corporation, and over the years it has gone through a lot of changes.In 1993, for instance, Protective Life Insurance Corporation evolved to form Protective Asset Management Company (PAMACO). With the new name, it was SEC registered and continued to offer investment advice to clients. 60 percent shareholder was the Protective Life while the other40 percent was owned the founding members.

On May 1997, James and Mark bought PAMACO and changed its name to Rangers Asset Management, LP. Rangers was SEC-registered and was offering advisory services. In 1998, the company made its final name change to today, Highland Capital Management, LP

Services Offered by Highland Capital Management, LP

Highland Capital Management deals with asset management services globally. Among the services offered here are; alternative investments which range from emerging markets, natural resources and long and short term Equities First. Highland Capital also involves in credit strategies services including credit hedge funds, separate accounts distressed and special situation private equity, long only accounts, and collateralize loan obligation (CLO’s).

Clientele and Locations

The company has a large global clientele who include high net worth individuals, public pension plans, governments, foundations, fund of funds, endowments, financial institutions, and corporations.Highland Capital Management have their headquarters in Dallas, Texas. However, they have maintained other offices in New York, Singapore, Sao Paolo and Seoul.


Under the leadership of David and Mark, Highland Capital Management has realized lots of success throughout the years. In 2000, the company opened their first commingled bank loan fund and also started the alternative investment 40 Act Platform.They have entered a lot of mutual fund business with the aim of expansion. For instance, in 2004, they were able to sign such an agreement with a Columbian Asset Management. The Singapore and Seoul offices which were opened in 2008 and 2011 were as a result of the company’s expansion.


Equities First Holdings, Providing Excellent Liquidity Solutions

Equities First Holding is a stock-based lending organization that is focused on developing loan options that are fast and efficient. They provide their excellent services to businesses and individuals with high net-worth looking for non-purpose capital. Equities First Holdings aims to be a global securities-based lender. The company also acts as an investment and advisory firm. Its lending solutions also include margin loans and financial shareholding.

Equities first Holdings have seven offices across the globe serving clients from Asia, Australia, Europe and the United States. They offer liquidity at attractive rates against publicly traded shares to businesses, individual investors as well as public companies’ executives. Equities First Holding was established in 2002 by Al Christy, Jr., who is the serving president. Headquartered in Indianapolis, Equities First provides clients with fast access to liquidity, boasting to have completed over a thousand transactions for global clients successfully.

Equities First Holdings have an excellent focus which enables them to deal with customers on a deal-by-deal basis. Their straight for wardness in offering solutions that are specially customized to meet the unique needs of the clients has propelled the company to a global level. They have a remarkable approach to securities based lending that empowers their customers to achieve their objectives with an enhanced flexibility and efficiency.

Equities First Holding seeks to ease the procedures involved with finding liquidities. They have significantly reduced the stress that is involved in finding liquidity from traditional means such as banks. They are guided by high principles of providing world-class services for each and every client. This remarkable liquidity firm has a list of strategic partners which includes world biggest custodian banks, top law firms as well as leading investment banks in both the local and international jurisdictions.

Equities first Holdings is dedicated to providing quality services that empower clients to reach their full potential. With a proven track record, Equities First Holdings is one of the best financial solutions providers in the world.

Martin Lustgarten: Helping Individuals and Institutions Secure Their Future

Everybody deserves a brighter future. One of the most effective ways to get there is to invest wisely. Making smart investments takes skill as well as experience, and you will need some level of expert help if you want to secure a better future for you and your dependents. Whether you are looking to increase your investments or you are completely new to it, seeking the services of an established investment expert such as Martin Lustgarten can help you out.

The Role of Investment Banking

The primary function of an investment expert is to help underwrite your securities besides other ancillary services such as the facilitation of mergers and acquisitions, management of assets, institutional brokerage services and specialized investment advisory services. There are two major categories of investment banks, categorized size basis, tier 1 and tier 2 investment bankers. Smaller independent specialist investment banks and fund managers do not fall into either category.

The roles of investment banks fall into three categories namely front office, back office and middle office. Front office functions include income generating activities such as stock trading, sales, research, and structuring. Back office investment banking services comprise employee management, IT and other routine operations. Middle office services involve risk analysis; they evaluate the risk undertaken by the firm to determine if they are worth it.

Investment banks can also be categorized on the basis of buying or selling, though most players in the industries offer both buying and selling services to their clients. The buy side often deals with things such as pension funds, hedge funds, and mutual funds. The sell side, on the other hand, offers services such as trading shares for newly issued IPOs, placing new bond issues and helping their customers expedite transactions.

About Martin Lustgarten

Born in 1959, Martin Lustgarten hails from both Venezuela and Austria. He is the CEO and founder of Lustgarten Martin, an investment banking firm, based in Florida. He is a highly sought after investment banker having used his skills to amass massive wealth for himself and his family. His assets are distributed in different parts of the world. His unique abilities to watch and predict risks in stock markets have made him, and his investment company, gain recognition in the global investment banking scene.

Martin Lustgarten Moves Out on His Own with Lustgarten Martin

The banking industry is one of the most competitive industries in the business world. There are many different types of banks that operate in the banking industry. While many people have a general idea about each type of bank, there are some banking types that people are more familiar with than others. One of the banking types that is widely known but misunderstood is investment banking.


While there are various banking types that most people see on a regular basis in their local cities, investment banks are usually not found in most cities. Investment banks are a specific type of bank that provide specific types of banking services. As a result, investment banks are usually found in larger financial districts. The reason is because the larger financial districts tend to have the type of clients that need the banking services provided by investment banks.


The type of clients that typically require the banking services found at an investment bank have certain common characteristics. These include a high net worth, a large cash flow, and complex financial transactions. In many cases, investment banks provide services to corporations. One of the reasons why investment banks have a lot of corporations as clients is because the needs of the corporations are closely matched to the banking services provided by investment banks. A common name that some people refer to investment banks by is corporate banks because of the closeness that the investment bank shares with the needs of corporations.


A unique aspect of the investment bank that makes it standout from other banks is the position of the investment banker. The position of investment banker plays an important role in the daily operations of any investment bank. The investment banker serves multiple key roles within an investment bank.


A well known investment banker in the investment banking sector is Martin Lustgarten. As an investment banker, Martin Lustgarten has accomplished a great deal throughout his career. He provides a high level of service to clients that has allowed his name to be mentioned in many areas of the financial industry.


In addition, with the experience and knowledge that he has gained over the years as an investment banker, Martin Lustgarten took the opportunity to go out on his own to start his own investment firm Lustgarten Martin. He serves as the founder and CEO of the investment firm.

Equities First Holding Gives a Solution to the Financial Lending Through Their Use of the Stock-Based Loans

Equities First Holdings is one of the best providers of stock-based loans in the country. The company has also worked with other major stakeholders and financial institutions to complete these transactions. As a matter of fact, the company has completed more than 2,000 transactions with companies and other high-net-worth individuals seeking alternative financial solutions from the company. For this reason, Equities First Holdings sees these transactions as a normal daily business. The company has also worked with its clients to issue more than $2 billion as loan collaterals. This makes their growth at over $40 million. The company’s Founder and Chief Executive Officer is Al Christy who is in charge of more than 50 employees of the company.

The company has specialization in the issuance of the stock-based loans to corporations and high-net-worth individuals. Equities First Holdings has set its roots as the best source of stock-based loans in the midst of this financial crisis where banks and other alternative financial institutions have tightened their lending criteria. As a matter of fact, they have also increased their interest rates to amounts that scare away most credit-based loans borrowers. This forces them to seek the best alternative to find fast working capital.

For a fact, the credit-based loans have become the next best option for those who do not qualify for the stock-based loans. There are many characteristics associated with these types of loans. As a matter of fact, they are characterized by a non-recourse feature that lets the borrower walk away from the loan without having any further obligation to the lender. For this reason, you can proceed to enjoy the proceeds of the loan. For this reason, you can walk into a loan and expect to participate in issuance of the loans. One of the best things about these loans is that they allow the user to enjoy a higher loan-to-value ratio. For the company, they engage in minimal interest rates to attract the borrowers.

There is one main difference between the stock-based loans and margin loans, for many people, they consider the two loans to be seamless. However, there are many differences between the two. As a matter of fact, the stock-based loans are better than margin loans by far. For the margin loans, you are required to state the use of the loan as a way of qualification. On the other hand, you are not required to state the loan use as a way of qualification for the stock-based loans.

Martin Lustgarten’s Role as an Investment Banker

Martin Lustgarten’s is a very well liked owner of a business. His origins stretch from Austria to Venezuela and he resides in Ponte Vedra, Florida. This area is considered to be one of the most expensive as well as elite properties on the oceanfront. His reputation states he is ethical, experienced and has provided services including advice, acquisitions and mergers.

As the CEO of his company, Lustgarten, he is highly known and regarded as an investment banker. The Florida based bank is one of the most recognized in the state. His career has brought him valuable experience in investing and his success rate is quite high. To gain capital, he has closed numerous financial deals on a large scale, pushing his knowledge even farther.

Investment banking provides services of financial nature to people, corporations and governments. An investment banker will offer to act as the agent of their clients in order to provide securities. The bank may also deal in the fields of acquisitions and services.

Generally, the commercial banks require deposits, but this is untrue of the investment banks. In 1933, the Glass–Steagall Act passed. When this act was repealed in 1999, the United States still separated commercial and investment banking practices. Many of the other countries do not have this separation in effect.

Investment banking is comprised of two main sides. The first of these is called the sell side and is basically the trading of securities for money or additional securities. This also includes promoting securities for the purposes of research or underwriting. The second is called the buy side and involves giving advice concerning the purchasing of investment services. These services include life insurance, hedge funds and trusts.

Investments banks are also sometimes split into private and public sections. This is to stop any information from crossing sides. The private side predominately handles insider information while the public side deals with information such as Martin Lustgarten is the analysis of stocks.

In order to practice as an advisor in the United States, the individual must be licensed and answers to the Securities and Exchange Commission.