News Archive

Pavilion puts Institutional Investors to the test with Fiduciary Primer Quiz

Chicago, November 30, 2017 – Pavilion Advisory Group®, a full-service investment consulting and advisory firm, today released the results of its first-ever Fiduciary Primer Quiz. A longtime advocate for the ongoing need for fiduciary education and the importance of good financial stewardships, Pavilion developed the test to gauge the knowledge of investment committee members and other […]

Pavilion Global Markets ranks Number 1 in Three Categories in 2017 Transition Management Survey

Montreal, October 4, 2017 – Pavilion Global Markets Ltd. ranked in first place, globally, for Overall  Satisfaction in Chief Investment Officer’s 2017 transition management survey, scoring 4.67 out of 5 with two-thirds (67%) of responding clients describing themselves as “extremely satisfied.”   Pavilion also ranked first, globally, in the category of Disclosure of Performance vs. Benchmarks, a […]

Pavilion Global Markets strengthens its Transition Management team with experienced professional.

Montreal, August 7, 2017 – Pavilion Global Markets Ltd., an agency-only broker-dealer serving institutional clients around the globe, announced the hiring of Etienne Ménard as its newest Project Manager, Transition Management. “We are excited to have Etienne join the team. His background and expertise are a great asset to the group,” said Mario Choueiri, Head of […]

Pavilion Advisory Group welcomes David Thompson as Senior Consultant

Chicago, June 12, 2017 – Pavilion Advisory Group, a full-service investment consulting and advisory firm, today announced the hiring of David Thompson, CFA, CAIA as its newest Senior Consultant. “We are delighted to have David join the Pavilion team as we continue to grow and evolve our investment advisory services practice,” said Keith Mote, President […]

Pavilion Advisory Group Inc. earns special recognition as 2016 Greenwich Quality Leader for large U.S. investment consultants

CHICAGO, April 11, 2017 –Pavilion Advisory Group Inc. has been named a 2016 Greenwich Quality LeaderSM among large U.S. investment consultants.  The designation is based on the Greenwich Quality Index (GQI) score, which aggregates clients’ evaluations of their firms’ investment consultant in the areas of investment counseling, manager selection, client service and commercial arrangement. This […]

Pavilion Alternatives Group™ Highlights Seven Key Challenges Facing Private Markets in 2017

25 January 2017 – London, Singapore, Sacramento – 2016 produced another strong year of returns but there are a number of challenges facing investors in 2017.  One of the biggest facing limited partners (LPs) will be drawing a distinction between private equity fund managers that are genuine value creators versus market beneficiaries.  Investors will face […]

Pavilion Global Markets tops for client satisfaction in 2016 Transition Management Survey

Montreal, September 28, 2016 – Pavilion Global Markets Ltd. has ranked No. 1 for client satisfaction in the U.S. and Canada in Chief Investment Officer’s latest transition management survey. Pavilion also offered clients the lowest total cost estimate among six global providers. Said CIO: “The North American-focused group consistently provides low cost estimates—offering the cheapest […]

Pavilion Financial Corporation announces closing of Slocum transaction

Slocum team joins Pavilion Advisory Group Inc. effective immediately Winnipeg, Minneapolis, October 24, 2016 – Pavilion Financial Corporation (Pavilion), an employee-owned, investment services firm, today announced the closing of the transaction to purchase the business of Jeffrey Slocum & Associates, Inc. (Slocum). As part of the closing, the Slocum team will join Pavilion Advisory Group […]