1. Send comments or questions.
  2. Full Name*
    Please enter your full name.
  3. Company*
    Please enter your company
  4. E-mail*
    Invalid email address.
  5. Phone #
    Invalid Input
  6. Subject*
    Please make a selection
  7. Comments
    Invalid Input
  8. Just a simple security measure to prove you are a human.
  9. * = Required

Dan Bass Brings Investment Banking Expertise to Performance Trust

Named Managing Director of New Houston Office

HOUSTON –December 14, 2012– Performance Trust Capital Partners announced today that Dan Bass, an investment banking expert with nearly three decades of experience in the financial services industry, has joined the company as Managing Director of its new Houston office. 

Bass will be responsible for expanding the company’s reach in the investment banking arena, and will bring Performance Trust’s disciplined analytical approach to institutional investing to new geographic markets. 

“We’re very excited to bring Dan on board,” said CEO Rich Berg. “As we grow our presence in Houston and throughout the South, Dan’s extensive industry knowledge and proven track record of completed deals make him the perfect point man to lead our foray into these new markets.” 

Bass comes to Performance Trust from FBR Capital Markets, a full-service investment bank based in Arlington, Virginia, where he served as Managing Director since 2010.  Prior to FBR, as Executive Vice President and Managing Director at Carson Medlin Investment Bankers, he consistently ranked among the top deal-makers in Texas. 

“Performance Trust is unparalleled when it comes to helping their investors understand fixed-income securities,” Bass said. “What we’re doing now is bringing another service to our clients by leveraging our banking relationships to offer investment banking services.”

Bass earned a Bachelor of Business Administration in Finance from The University of Texas, Austin, and received a Master of Science in Information Management from Marymount University in Virginia. He holds a CFA designation, is an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers and is FINRA Series 7, 24, 79 and 63 registered. He has lectured at Southern Methodist University and has presented papers at several executive seminars and conferences on topics regarding financial institution acquisition.

About The Performance Trust Companies

The Performance Trust Companies are an SEC-registered investment advisor and a FINRA regulated broker/dealer, with proprietary investment methodologies and products designed in an effort to accomplish investment objectives. Based in Chicago, Performance Trust focuses on educating fixed-income investment professionals and assisting client institutions to invest through total return. For more information, go to www.performancetrust.com.

Contact
Brian Battle
Performance Trust Capital Partners, LLC
312-521-1624
bbattle@performancetrust.com

Performance Trust to Hold 3rd Annual Public Debates on U.S. Economy

Whitney Young to defend crown against top Chicago high school teams as students examine unemployment, federal debt and Dodd-Frank

CHICAGO –Students from eight top Chicago high school debate teams will take on the same economic policy questions this week as White House and congressional leaders.

In the third annual Performance Trust Public Debates on the U.S. Economy, participants from a broad cross-section of Chicago neighborhoods will examine national tax and spending plans and the threat of the impending “fiscal cliff.” The issue has commanded Washington’s attention in recent weeks as government leaders negotiate how to deal with both mounting federal debt and sluggish economic growth.

Students will also analyze the Dodd-Frank Act of 2010 and its potential to do more harm than good.

“With the fiscal cliff approaching and federal debt increasing, uncertainty is hindering investment and growth. The debates serve as a great opportunity for high school students to learn about what government and business leaders are really up against” said Performance Trust CEO Richard Berg. “Past years have shown that when given time to study these policies and their implications, students can surprise us with the depth of their understanding and eloquence of their arguments.”

The debates, which are open to the public, will be held December 7 and 8 at Performance Trust, located at 500 W. Madison St. in Chicago.

This will be the third straight year Performance Trust has partnered with the Chicago Debate Commission and Chicago Public Schools to host this event. All participating schools are members of the 16-year-old and 71-school Chicago Debate League, the nation’s largest, best-studied and most competitive Urban Debate League. In addition to Performance Trust, the debate is co-sponsored by Attucks Asset Management, Stout Risius Ross, Inc., and McGladrey LLP.

Eight Chicago high schools will participate in this year’s debates, including last year’s first place winner, Whitney Young Magnet High School, ranked among the debate programs in the nation. The other participating schools include Northside College Prep, Morgan Park High School, Lane Technical High School, Daniel Hale Williams Prep School of Medicine, Lindblom Math and Science Academy, Marshall Metropolitan High School, and George Westinghouse College Prep.

To find out more, please contact Bob Chrismer at bchrismer@performancetrust.com.

About The Performance Trust Companies

The Performance Trust Companies are an SEC-registered investment advisor and a FINRA regulated broker/dealer, with proprietary investment methodologies and products designed in an effort to accomplish investment objectives.  Based in Chicago, Performance Trust focuses on educating fixed-income investment professionals and assisting client institutions to invest through total return.  For more information, go to www.performancetrust.com

Contact
Robert E. Chrismer
Performance Trust Capital Partners
312-521-1651
bchrismer@performancetrust.com