Omega Advisors, Inc.
Omega Advisors, Inc.
Investment ManagersFinance
Omega Advisors, Inc. is an independent family office headquartered in New York City. The firm was founded by Leon G. Cooperman in 1991 as a hedge fund firm and converted into a family office in 2018.
Alan H. Straus
Illya Keith Maher
Portfolio Manager-Equities
Analyst-Equity
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust
Investment ManagersFinance
Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.
Dina M. Welch
Portfolio Manager-Fixed Income
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc.
Investment ManagersFinance
JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.
Daniel Bloomgarden
Ed Fitzpatrick
Analyst-Equity
Portfolio Manager-Equities
David Knutson
Corporate Officer/Principal
Mason Street Advisors LLC
Mason Street Advisors LLC
Investment ManagersFinance
Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.
David Knutson
Corporate Officer/Principal
Jeffrey Williams
Corporate Officer/Principal
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co.
Investment ManagersFinance
Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
Michelle Lynn Russell-Dowe
Rick Rezek
Corporate Officer/Principal
Portfolio Manager-Equities
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker)
Investment Banks/BrokersFinance
Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.
Daniel Bloomgarden
Corporate Officer/Principal
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc.
Investment Banks/BrokersFinance
Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.
Denis Parisien
Analyst-Fixed Income
Schroder Investment Management Ltd.
Schroder Investment Management Ltd.
Investment ManagersFinance
Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.
Karl Franklin Dasher
Marcus Durell
Head-Fixed Income Invts
Portfolio Manager-Equities
UBS Securities LLC
UBS Securities LLC
Investment ManagersFinance
UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.
David Knutson
Michael Paul DiMattia
Corporate Officer/Principal
Analyst-Equity
SEI Investments Management Corp.
SEI Investments Management Corp.
Investment ManagersFinance
SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.
Karl Franklin Dasher
Dina M. Welch
Chief Investment Officer
Portfolio Manager-Equities
Zelman Partners LLC
Zelman Partners LLC
Investment Banks/BrokersFinance
Zelman Partners LLC (dba Zelman & Associates) is a FINRA-registered broker/dealer headquartered in New York City. It was founded by Ivy Zelman and Dennis McGill in 2007. The firm is a subsidiary of WDIB LLC, ultimately held by Walker & Dunlop, Inc. (NYSE: WD). Zelman & Associates provides brokerage services to institutional investors, corporations, private equity, fixed income, private investors, RIAs and more.
Ryan Bennett
Analyst-Equity
AllianceBernstein LP
AllianceBernstein LP
Investment ManagersFinance
AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.
Fernando Grisales
Daniel Bloomgarden
Analyst-Fixed Income
Analyst-Equity
Fernando Grisales
Karl Franklin Dasher
Corporate Officer/Principal
Corporate Officer/Principal
Fernando Grisales
Jenny Beth Jones
Dennis Charles Darling
Chris Tackney
Undergraduate Degree
Masters Business Admin
Masters Business Admin
Masters Business Admin
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC
Investment Banks/BrokersFinance
Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.
Joanna Shatney
J. B. Rodgers
Michael Paul DiMattia
Analyst-Equity
Corporate Officer/Principal
Corporate Officer/Principal
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC
Investment ManagersFinance
Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds.
Michelle Lynn Russell-Dowe
Anthony A. Breaks
Jeffrey Williams
Investment Committee Member
Investment Committee Member
Portfolio Manager-Fixed Income
Michelle Lynn Russell-Dowe
Karl Franklin Dasher
Robert Starbuck
Masters Business Admin
Masters Business Admin
Masters Business Admin
Cornell University
Cornell University
Other Consumer ServicesConsumer Services
Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.
Alan H. Straus
Alexander Moseley
Masters Business Admin
Undergraduate Degree
Barclays Capital, Inc.
Barclays Capital, Inc.
Investment Banks/BrokersFinance
Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.
Ryan Bennett
Autumn Graham
Analyst-Equity
Analyst-Equity
Ryan Bennett
Michael Paul DiMattia
Undergraduate Degree
Undergraduate Degree
Illya Keith Maher
Joanna Wald
Undergraduate Degree
Undergraduate Degree
ICE Canyon LLC
ICE Canyon LLC
Investment ManagersFinance
ICE Canyon LLC is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Nathan Sandler in 2006 through a join venture with Canyon Capital Advisors LLC. ICE Canyon provides discretionary advisory services to private investment vehicles and managed accounts. Clients and Fund investors include individuals, trusts, pension plans, corporations, and public and private entities.
Fernando Grisales
Alexander Moseley
Corporate Officer/Principal
Corporate Officer/Principal
Legal & General Investment Management America, Inc.
Legal & General Investment Management America, Inc.
Investment ManagersFinance
Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. Founded in 2006, LGIM America provides investment management services on a fully discretionary basis to affiliated and non-affiliated institutional investors, which includes public and private pension plans and pension funds, private funds, collective investment trusts, insurance companies, other employee benefit plans, Taft-Hartley plans, corporations, and trusts, as well as to the adviser of the mutual funds.
David Knutson
Analyst-Fixed Income
Jeffrey Williams
Masters Business Admin
Jeffrey Williams
Undergraduate Degree
Andy Chorlton
Undergraduate Degree
Michael O'Brien
Undergraduate Degree
Equitable Real Estate Investment Management, Inc.
Equitable Real Estate Investment Management, Inc.
Life/Health InsuranceFinance
Part of AXA SA, Equitable Real Estate Investment Management, Inc. markets life insurance, property, and casualty insurance and also conducts asset management services. The company is based in Chicago, IL.
Jeffrey Williams
Corporate Officer/Principal
David Knutson
Graduate Degree
Jeffrey Williams
Corporate Officer/Principal
Daniel Bloomgarden
Director/Board Member
Michael O'Brien
Doctorate Degree
Schroder Investment Management Australia Ltd.
Schroder Investment Management Australia Ltd.
Investment ManagersFinance
Schroder Investment Management Australia Ltd. (SIMAL) is the wholly-owned Australian investment management subsidiary of Schroder Australia Holdings Pty Ltd., ultimately held by Schroders Plc (LON: SDR, ADR: SHNWY) in Great Britain. The firm was founded in 1961 and is headquartered in Sydney. SIMAL manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.
Michael O'Brien
Analyst-Equity
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc.
Investment ManagersFinance
AXA Investment Managers US, Inc. (AXA IM-US) is a registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 2001 and is a subsidiary of AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS, ADR: AXAHY) in France. AXA IM-US provides investment advisory services to institutions (such as public pension plans, trusts and foreign corporations), CLOs, domestic private investment funds and US investment companies. They also manage portfolios for various types of institutional clients and insurance company affiliates within AXA Group.
Andy Chorlton
Corporate Officer/Principal
Daniel Bloomgarden
Masters Business Admin
Denis Parisien
Graduate Degree
Santander Investment Securities, Inc.
Santander Investment Securities, Inc.
Investment Banks/BrokersFinance
Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors.
Denis Parisien
Analyst-Fixed Income