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3D Asset Management and LCM Advisors to Join Forces

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HARTFORD, Conn., Dec. 2, 2020 /PRNewswire/ — 3D Asset Management Inc. (“3D”) and LCM Advisors LLC (“LCM”) are pleased to announce the formation of a new financial services firm, 3D/L Financial Group LLC.

3D/L Financial Group, LLC (“3D/L”), jointly owned by 3D and LCM, will provide a full suite of institutional and retail products and services, ranging from investment portfolios to a state of the art Turnkey Asset Management Platform (TAMP) with premier service for RIAs and financial advisors.

The combined company will provide a broader array of products and services through its renamed subsidiary, 3D/L Capital Management LLC. The new firm will be solidly positioned for growth through deeper resources and the benefits of scale across investment management, client service and technology.

“We are all very excited about the synergies this combination brings” said Joseph L. Demmler, Managing Partner of LCM who will serve as CEO of 3D/L. “For LCM and 3D it's quite simple. By delivering sound, reliable investment strategies and solutions along with best-in-class service and technology, our clients will grow and prosper. This is what 3D/L is all about.”

John O'Connor, who presently serves as President of 3D and will become President of 3D/L, added “This combination will allow the already talented teams at both firms to expand what they do for clients. Our TAMP will continue as the same robust platform our clients have come to expect while offering additional products and services. Lee Capital's unique lineage and seasoned staff adds significant depth.”  

3D/L is expected to have a total of more than $900 million in assets under management and advisement.

Headquarters for the new company will be based in Hartford, CT at the current location of 3D. 

About 3D 
3D, founded in 2006, is a Turnkey Asset Management Platform Provider, 3(38) Investment Manager for ERISA plans and partners with fee-based financial advisors to deliver innovative investment strategies combined with high touch, white glove service.

About LCM
LCM's subsidiary, Lee Capital Management LP, founded in 2014, is an SEC registered investment advisor. The firm grew out of Thomas H. Lee Capital's investment organization and is led by investment veterans with an average of 31 years industry experience. LCM manages a broad array of investments for prestigious institutional investors and for individual investors through their financial advisors.  

For more information go to: http://3DLFinancial.com/

Contact:
Kevin Orr
(617) 953-6379
[email protected]

 

Cision View original content:http://www.prnewswire.com/news-releases/3d-asset-management-and-lcm-advisors-to-join-forces-301183110.html

SOURCE 3D/L Financial Group LLC

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Dream Impact Trust Announces January 2021 Monthly Distribution

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DREAM IMPACT TRUST (TSX: MPCT.UN) (Dream MPCT or the Trust) today announced its January 2021 monthly distribution in the amount of 3.333 cents per Unit (40 cents annualized). The January distribution will be payable on February 12, 2021 to unitholders of record as at January 29, 2021.

Dream Impact Trust is a real estate impact investing vehicle that targets projects that create positive and lasting impacts on communities and the environment, while achieving market returns. Dream Impact Trust provides investors with access to an exceptional portfolio of real estate development and income properties that would not be otherwise available in a public and fully transparent vehicle, managed by an experienced team with a successful track record in these areas. The objectives of the Trust are to provide investors with a portfolio of high-quality real estate development opportunities that generate both strong financial returns and provide positive social and environmental impacts in our communities; balance growth and stability of the portfolio, increasing cash flow, unitholders’ equity and NAV over time; provide predictable cash distributions to unitholders on a tax-efficient basis; and leverage access to an experienced management team and strong partnerships to generate investment opportunities, capitalize on strong market fundamentals and generate attractive returns for investors. For more information, please visit: www.dreamimpacttrust.ca.

DREAM IMPACT TRUST

Meaghan Peloso

Chief Financial Officer

(416) 365-6322

[email protected]

Kimberly Lefever

Director, Investor Relations

(416) 365-6339

[email protected]

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Dream Office REIT January 2021 Monthly Distribution

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DREAM OFFICE REIT (TSX: D.UN) (Dream Office or the Trust) today announced its January 2021 monthly distribution of 8.333 cents per REIT Unit, Series A ($1.00 annualized). The January distribution will be payable on February 12, 2021 to unitholders of record as at January 29, 2021.

Dream Office REIT is an unincorporated, open-ended real estate investment trust. Dream Office REIT owns well-located, high-quality office properties, primarily in downtown Toronto. For more information, please visit our website at www.dreamofficereit.ca.

Michael J. Cooper

Chairman and Chief Executive Officer

(416) 365-5145

[email protected]

Jay Jiang

Chief Financial Officer

(416) 365-6638

[email protected]

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SMG and SafetyCulture Partner to Help Brands Ensure Business Operations Are Built to Exceed Customer Expectations

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Service Management Group (SMG), a global customer, patient and employee experience management partner to more than 500 brands, has announced a new partnership with SafetyCulture, a leading workplace safety and quality software provider. The partnership helps multi-unit brands uncover rich location-level insights to gain a more holistic view of the customer experience.

SafetyCultures flagship product, iAuditor, helps brands to enhance operations and foster high-performing, safer workplaces with easy-to-use digital checklists. By integrating iAuditor data into the smg360 platform, SMG is helping clients pair operational audit data with location-level employee and customer feedback. This integration enhances operational visibility across locations and helps brands quantify the impact of health and safety standards on the customer experience.

SafetyCulture has been helping businesses around the world to safely manage their organizations in the face of COVID-19. Already, more than 75,000 people worldwide are using iAuditor to complete daily COVID-19 inspections. Fully up to date with the latest government protocols, the technology can help teams to perform checks, report issues, capture data and communicate fluidly.

Our partnership with SMG synchronizes our offerings to help brands improve business operations and deliver exceptional experiences, said SafetyCulture General Manager, Bob Butler. Given the similarities of our customers and the importance of health and safety for experience management programs, we are especially excited about the future of this partnership.

iAuditor simplifies the inspection process by making it easier for field employees to monitor and manage safety and quality inspections on a mobile device. In addition to the availability of more than 100,000 checklists, iAuditor enables teams to collect consistent data, identify business trends and standardize operations for peak performanceproviding much-needed visibility to quickly problem-solve and maintain a safe work environment.

Our partnership with SafetyCulture is giving brands better visibility into how operations impact both the employee and customer experience, said SMG VP/GM of CX Solutions Charlie Moore. Were excited to provide clients with additional context at the location level, new insights to improve performance across locations and a more comprehensive view of the customer experience.

About Service Management Group

SMG inspires experiences that improve peoples lives. We are a catalyst for change, providing actionable customer, patient, and employee insights that boost loyalty and drive business outcomes. Our unique model puts a dual focus on platform technology and professional servicesmaking it easier to collect, analyze, and share feedback and behavioral data across the enterprise. To learn more about our customer experience management, employee experience, and brand research solutions, visit www.smg.com.

About SafetyCulture

SafetyCulture is a global technology company which supports businesses to do their best work every day. Its adaptive, mobile-first platform helps to enhance operations and foster high performing, safer workplaces. Used by over 28,000 organizations, its flagship products, iAuditor and EdApp enable teams to perform checks, train staff, report issues, capture data and communicate fluidly.

SafetyCulture powers over 600 million checks per year, approximately 50,000 lessons per day and millions of corrective actions. In doing so its award-winning products integrate seamlessly to help organisations build immunity to risk. Customers of SafetyCulture Group include the likes of Shell, United Nations, Virgin Active, Cathay Pacific, Mars and BP Chargemaster.

Paul Arnhold

o: 816-448-4517 | m: 816-214-7783

[email protected]

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Editorial & Advertiser disclosureOur website provides you with information, news, press releases, Opinion and advertorials on various financial products and services. This is not to be considered as financial advice and should be considered only for information purposes. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third party websites, affiliate sales networks, and may link to our advertising partners websites. Though we are tied up with various advertising and affiliate networks, this does not affect our analysis or opinion. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you, or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish sponsored articles or links, you may consider all articles or links hosted on our site as a partner endorsed link.

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