| Announcements
and Press Releases
A chronological
catalogue of all formal announcements and official press releases
generated by Pacific American Services Group, Pacific American
Securities and Pacific American Advisors.
Media
Coverage
A reference
catalogue containing all significant print and electronic
media coverage of Pacific American Services Group, Pacific
American Securities and Pacific American Advisors.
California Municipal Underwriting Syndicates
A chronological listing of California Municipal Underwriting
Syndicates co-managed by Pacific American Securities.
Announcements
and Press Releases
Pacific American Securities Appoints James Ferguson Senior Vice President and Director of International Trading
Pacific American Securities Appoints McCullough "Mac" Williams III Director of Marketing
Pacific American Securities President/CEO Elected to The Cancer Institute of NJ Foundation's Board of Trustees
Pacific American Securities Announces the Opening of New Offices
Pacific American Services Group Acquires Los Angeles-Based Accounting Firm
Pacific American Services Group Acquires Assets of SK International Securities
Pacific American Securities Appoints James Ferguson
Senior Vice President and Director of International Trading
January 03, 2008
SAN DIEGO - Pacific American Securities, LLC (PAS), a San Diego
based institutional broker dealer, announced today that James Ferguson has
been appointed as Senior Vice President and Director of International Trading
for the firm.
Before joining Pacific American, James had eight years of global institutional trading
experience in London and New York with particular expertise in relating macro perspectives of
international markets to price action and events relevant to our clients' interests.
Mr. Ferguson leads the PAS expansion in international trading. As its director, Mr. Ferguson
covers all major European financial centers in addition to all U.S. markets. The Pacific
American International trading division is one of very few in the United States for any certified
Minority Business Enterprise/Woman Business Enterprise.
Previously, Mr. Ferguson was director of Institutional Specialty Sales with CIBC World Markets
Corp. In New York, having joined CIBC in 2000 in London as director of Institutional Equity Sales.
Prior to his career as an institutional trader, Mr. Ferguson studied music technology at
Kingsway College, London, from which he graduated in 1997. He has instructed drum and percussion
at the Royal Guildhall School of Music, London.
Of the formative place of music as his avocation, Mr. Ferguson has observed:
"Passively listening to music does not
make anyone smarter. It is the practice of music, however, that brings clarity of understanding
and interpretation of abstract events. As an instructor at the Royal Guildhall of Music, my
goal was to encourage the development of student skills far beyond their excited action. Their
mastery of percussion supported their grasp of the structure and rhythm of emerging patterns.
The next step, and only the best students will achieve this in their carrers, is for them to
understand how their intellectual preoccupations will relate to and shape their music and give
it direction, intent, and weight in the world."
Mr. Ferguson holds Series 17, 55 and 63 licenses, and is also qualified by the U.K. Financial Services
Authority as a Securities Representative and Futures and Options Representative. He is a member of the
Association of Technical Trading Professionals (U.K.).
For additional information, please contact: Karen Stewart,
Executive Assistant to the President at 858-320-2854.
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Pacific American Securities Appoints McCullough
"Mac" Williams III Director of Marketing
February 01, 2007
SAN DIEGO - Pacific American Securities, LLC (PAS), a San Diego
based institutional broker dealer, announced today that Mac Williams
has been appointed Director of Marketing for Pacific American
Securities, LLC. Mac brings a wealth of experience to his position.
McCullough has 17 years of experience in the investment industry.
Prior to joining PAS, he was a Principal with Greentree Securities.
While there, he was responsible for the company's business development,
institutional marketing, and customer service. Prior to joining
Greentree, he was a Senior Vice President with Pryor, Counts & Company,
Inc. While at Pryor, he developed the company's institutional brokerage
business in the Midwest. Before entering the investment industry,
McCullough served as Deputy State Auditor for the State of Ohio. He
served in this position from 1987 until 1996. As Deputy Auditor, he
served as a board member on all five of Ohio's public pension systems.
McCullough received Juris Doctorate degree from Case Western Reserve
University School of Law, and a Bachelors of Arts degree in Economics
from Miami University in Ohio. He holds Series 7, 24, and 63 licenses
and is a member of the Columbus Stock and Bond Club, the National
Association of Securities Professionals, and the Columbus Bar Association.
For additional information, please contact: Karen Stewart,
Executive Assistant to the President at 858-320-2854.
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Pacific American Securities President/CEO
Elected to The Cancer Institute of NJ Foundation's Board of Trustees
January 29, 2007
SAN DIEGO - Pacific American Securities, LLC (PAS), a San Diego
based institutional broker dealer, announced today that Michelle
Morton, President/CEO, has been elected to The Cancer
Institute of New Jersey Foundation's Board of Trustees.
The Cancer Institute of New Jersey (CINJ) was established in 1991
with a mission to put an end to the devastating effects of cancer.
The efforts of the CINJ have led to their inclusion as one of only
39 National Cancer Institutes (NCI) designated Comprehensive Cancer
Centers in the nation and the only one in New Jersey.
As a Trustee on the Foundation's Board, Ms. Morton will
be directly involved with advancing CINJ's continuing success in
winning the battle against cancer.
For additional information, please contact: Karen Stewart,
Executive Assistant to the President at 858-320-2854.
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Pacific American Securities Announces the
Opening of New Offices
January 18, 2005
SAN DIEGO - Pacific American Securities, LLC (PAS), a San Diego
based institutional broker dealer, announced today the opening
of a new office in Columbus, Ohio, and the hiring of three new
associates.
Michelle A. Morton, president and chief executive officer of
Pacific American, named McCullough Williams III and Eric
Carmichael senior vice presidents and Lynette Justice vice
president of the new office. According to Schoeffel, "the
addition of these talented and seasoned professionals, as well
as the opening of our new office in Chicago, will enable
Pacific American to expand our services in the Midwest and
beyond. Our goal has been to open additional offices to
complement our presence in California and New York."
Founded in 1997 to provide comprehensive trade execution and
investment services to institutional investors such as money
mangers and pension plans, PAS is a certified, minority and
woman owned business enterprise. PAS offers a wide variety of
products and services including domestic and international
equity trading, fixed income trading, municipal bond
underwriting and proprietary research. Information about the
company can be found on the internet at www.pacamsecurities.com.
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Pacific
American Services Group Acquires Los Angeles-Based Accounting
Firm
December 22, 1999
SAN DIEGO
- Pacific American Services Group (PASG), a San-Diego-based
holding company, recently announced the acquisition of the
assets of Lichter & Associates, a full-service accounting
firm based in Los Angeles. Under the terms of the acquisition,
the accounting firm's name will become Pacific American Advisors,
LLC, and the firm will move its headquarters to San Diego
in the first quarter of 2000, while maintaining its offices
in Los Angeles. Financial terms were not disclosed.
PASG is
a certified minority business enterprise (MBE) and woman business
enterprise (WBE). Michelle Morton retains majority
ownership of the company, with First American Capital Management,
the wholly owned investment subsidiary of The First American
Corporation (NYSE: FAF), holding a 42 percent ownership interest.
PASG's other subsidiary is Pacific American Securities, a
broker-dealer with offices in San Diego, Coto de Caza, and
Oceanside, California; Cleveland, Ohio; and New York City.
"The addition
of Lichter & Associates will greatly benefit Pacific American
Services Group's portfolio of companies," said Morton.
"We were attracted to Lichter & Associates' commitment to
excellence, which is of vital importance in the financial
services industry. We are proud to establish a working partnership
with these seasoned professionals." Lichter & Associates,
a full-service accounting firm, was established in 1991. The
firm's expertise includes income tax planning and preparation,
personal and business management, and computer systems analysis
and consultation. Pacific American Services Group and its
subsidiaries are based in San Diego, California. For more
information, call (858) 320-2850.
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Pacific
American Services Group Acquires Assets of SK International
Securities
August 3, 1999
SAN DIEGO
- Pacific American Services Group (PASG), a San-Diego-based
holding company, announced today that it has purchased the
assets of SK International Securities Corporation, a La Jolla,
California-based institutional broker-dealer firm.
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Media
Coverage
Television and Radio:
Bloomberg Television - Katherine Yang (Hong Kong)
Intel (INTC) - Intel's Announcements at the Intel Developer's Conference - August 23, 2005
Bloomberg News - Peter Brennan
Sun Microsystems (SUNW) - Sun Microsystems Earnings Report - July 26, 2005
Bloomberg Television - Katherine Yang (Hong Kong)
Sun Microsystems (SUNW) - Sun Microsystems Earnings Report - July 26, 2005
Bloomberg Television
Microsoft (MSFT) - Fiscal Fourth Quarter Earnings Report - July 21, 2005
Bloomberg News - Connie Guglielmo
Hewlett-Pakard's (HPQ) Job Cuts - July 18, 2005
Bloomberg Radio
IBM (IBM) - IBM's Upcoming Earnings Release - July 18, 2005
Bloomberg Radio
Dell (DELL) - Expectations from Shareholder Meeting - July 14, 2005
Bloomberg Radio
IBM (IBM) Settlement with Compuware (CPWR) - March 22, 2005
Bloomberg TV
Five-year Aniversary of the NASDAQ All-Time High - March 11, 2005
Bloomberg TV UK
Intel (INTC) Mid-Quarter Update - March 10, 2005
Bloomberg TV
Cisco Systems (CSCO) Earnings Release - February 08, 2005
Bloomberg Radio
Cisco Systems (CSCO) Earnings Release - February 08, 2005
Bloomberg TV
Intel (INTC) - January 12, 2005
Print and Online Publications:
CEP News - Various Contributors
Tuesday's News Recap: Paulson, Bernanke Defend Bailout Plan, Canadian CPI Rises - September 23, 2008
CEP News - Neils Christensen
The Week Ahead Canada & U.S.: U.S. Durable Goods, Canadian CPI - September 19, 2008
Barron's - Tiernan Ray
Sun Microsystems (SUNW) Pacific American Upgrades Sun Microsystems to BUY - August 30, 2005
New York Post - Eric Moskowitz
Hewlett-Packard (HPQ) Ending Sales of Apple Computers' (AAPL) IPODS - July 30, 2005
CNN/Money - Paul La Monica
Microsoft (MSFT) Fiscal Fourth Quarter Earnings Report - July 21, 2005
Tom's Hardware Guide
Hewlett-Packard's (HPQ) Job Cuts - July 20, 2005
Los Angeles Times - Terril Yu Jones
Hewlett-Packard's (HPQ) and IBM (IBM) - July 18, 2005
Los Angeles Times - Terril Yu Jones
Hewlett-Packard's (HPQ) Job Cuts - July 15, 2005
CNN/Money - Paul La Monica
IBM (IBM) - July 13, 2005
Los Angeles Times - Terril Yue Jones
Intel (INTC) and AMD (AMD) European Antitrust Regulators Search Intel Offices- July 12, 2005
The News & Observer - Johnathon B. Cox
Employer as Shape-Shifter - IBM's Recent Layoffs - June 14, 2005
CNN/Money - Paul La Monica
Wall Street Eager to Hear from HP's New CEO Mark Hurd When Company Reports Tuesday - May 16, 2005
The Tech Briefing - Lauren Keyson
Movers and Shakers Column - Long Term Promise for Tech Stocks - March 28, 2005
Consumer's Digest Communications - Nicholas Clar
Upcoming Production of Dual-Core Chips from Intel (INTC) and AMD (AMD) - March 7, 2005
Daily Deal - Kate Gibson
Microsoft's Purchase of Anti-Virus Company Sybari and Effect on Veritas (VRTS) and Symantec (SYMC) - February 8, 2005
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California
Municipal Underwriting
| 12/01/02 |
$455
Million
State Public Works Board
(Department of General Services)
State of California
Lease Revenue Bonds
$5.4 Million
State Public Works Board
(Department of the Youth Authority)
State of California
Lease Revenue Bonds |
| 11/01/02 |
$6.3
Million
Department of Water Resources
State of California
Power Supply Revenue Bonds |
| 10/01/02 |
$180
Million
State Public Works Board
State of California
Lease Revenue Bonds |
| 12/01/01 |
$111
Million
State of California
Veterans General Obligation Bonds
$117 Million
State of California Dept. of Veterans Affairs
Home Purchase Revenue Bonds
|
| 06/01/01 |
$42 Million
State of California
Veterans General Obligation Bonds
$5.7 Billion
State of Califonia
Revenue Anticipation Notes
|
| 04/01/01 |
$39 Million
State of California
Dept. of Veterans Affairs
Home Purchase Revenue Bonds
$86 Million
State of California
Veterans General Obligation Bonds
|
| 03/01/01 |
$87 Million
State Public Works Board
State of California
Lease Revenue Bonds
$42 Million
State Public Works Board
State of California
Lease Revenue Bonds
$32 Million
State Public Works Board
State of California
Lease Revenue Bonds
|
| 12/01/00 |
$230 Million
State of California
Veterans General Obligation Bonds
|
| 10/01/99 |
$179 Million
State Public Works Board
State of California
Lease Revenue Bonds |
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