Sentences with phrase «lead portfolio manager in»

Not exact matches

In his role, Craig led a national team of portfolio managers responsible for managing roughly $ 2.5 B in assetIn his role, Craig led a national team of portfolio managers responsible for managing roughly $ 2.5 B in assetin assets.

Before joining Merrill Lynch in 1999, Ms. Patterson held a number of senior positions with several leading organizations including Goldman Sachs Canada, where she was National Sales Manager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio mManager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio managermanager.

David joined Leith Wheeler in September 2015 from Mackenzie Cundill where he worked for the previous eight years, most recently as Director of Research and Lead Portfolio Manager for several of Cundill's strategies.

In addition to managing several of the group's separate accounts, Chuck is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy.

Leading the investment team in delivering an investment strategy, including portfolio construction, manager selection and asset allocation activities.

Prior to joining BlackRock in 2017, Philipp was Co-Head of Multi Asset Allocation at Deutsche Asset Management, leading a team of portfolio managers and being responsible for the management of asset allocation solutions and strategies.

She leads an investment team of portfolio managers and analysts responsible for the design, implementation and management of investment solutions for individual and institutional clients in several asset classes from traditional to alternative investments.

PWM's Perspectives debate brought together some of Europe's leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

He is the lead portfolio manager for the active emerging market large and small cap portfolios and assists in the management of the frontier markets product.

For over a decade, Brooks Ellis has not only helped build and solidify our hospitality portfolio in the Southeast Districts, he has also furthered his own Towne Park career that began as a valet and led to his current role as Orlando's Senior District Manager.

Our combined in vitro and in vivo expertise shapes a broad portfolio of design (ES cell, CRISPR / Cas9, random DNA insertion), breeding and associated services to create and maintain the most relevant models for your studies.Rely our industry - leading germ line transmission, strict quality controls, fast turnaround and dedicated project managers to help you successfully reach your goals.

It would be wrong for investors to interpret the results in a manner leading them to conclude all managers with high Active Share portfolios will beat their benchmarks.

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

SURPRISING FACT: That to grow family wealth for the good of all members, it's important to seek the advice of not only an investment manager but also an investment strategist who can customize asset allocation, maximize tax management in a portfolio, document investment policy statements, offer ongoing investment education to the family and lead regular meetings and ongoing communications with the family.

Randy Swan, Founder and Lead Portfolio Manager of the Defined Risk Strategy (DRS), designed and launched the strategy in 1997.

In 2001 he was promoted to lead portfolio manager of the Sparinvest Global Value fund, and was also appointed Head of Equities.

Pursuing the growth potential of overseas marketsEstablished companies: The fund invests in established large and midsize companies mainly in developed markets to benefit from opportunities unfolding outside the United States.A flexible strategy: Pursuing Putnam's blend strategy, the fund can own growth - or value - style stocks to participate when either style leads international markets.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process.

In addition, Rick is a lead portfolio manager and a credit specialist.

Setting aside the fact that performance is a lagging indicator, not a leading one, how do we institutional private equity portfolio managers show our face in our Monday meetings when the hedge fund cats speak in tongues, regularly dropping Greek, Sanskrit, and Cuneiform in their discourses on performance?

Vice President and Senior Portfolio Manager Akioka joined American Century in 2010 and leads the fixed - income group's corporate credit team.

Prior to joining Wellington Management in 2006, Ian worked for Deutsche Asset Management in New York, where he was the lead portfolio manager for various technology sector funds and manager of a team of globally based technology analysts (2004 — 2006).

Ari is a portfolio manager for AQR's commodities and managed futures strategies, leading research efforts in both areas.

Ryan was hired, and within four years, his investment success led to his appointment as the youngest vice-president of the company, with responsibilities as a portfolio manager and as O'Neil's direct assistant in stock selection or institutional clients» — Jack Schwager

The portfolio manager of the GARS Fund adopts a risk - based approach, which leads it to expect volatily to be lower than in a traditional global equity portfolio with similar long - term objectives.

«We've been investing in Asia since 1987, and since that time, the region has witnessed a tremendous transformation and is now home to some of the fastest growing economies globally,» said Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group and the Fund's lead portfolio manager.

Experienced risk managers The lead portfolio manager is skilled in shorting and has a background managing long / short hedge funds, making him well - suited to manage this type of strategy.

Last month, David Poppe, the fund's lead portfolio manager, told investors at the Plaza Hotel on Friday that the fund will set a cap of 20 % of assets as the maximum position size in its portfolio.

At Deutsche, where he managed over $ 10 billion in assets, he was the lead Portfolio Manager for the U.S. Large Cap Core Funds, including Scudder's flagship Growth & Income Fund.

Sharps, who joined T. Rowe as an analyst in 1997, was the lead portfolio manager for the U.S. large - cap growth equity strategy for much of his time at the firm.

Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy.

Features An Interview With Charles McQuaid, Portfolio Manager, Liberty Acorn Fund Feature: Investing in small - cap stocks — leading the pack by not following it.

«We see value in industry - leading companies with diversified revenue streams and well - established pricing power,» said Lisa Myers, CFA ®, the fund's lead equity portfolio manager and executive vice president of the Templeton Global Equity Group.

He currently serves as the lead portfolio manager for Long Duration strategies, specializing in corporate and government bonds.

Currently, he serves as the lead portfolio manager for Intermediate and Short maturity strategies and is a generalist in fixed income credit research.

Bob is the lead portfolio manager, Chief Compliance Officer, and a principal of PDS Planning in Columbus, Ohio, and a long - time contributor to the FundAlarm and MFO discussion boards.

At the same time, current international commitments to reduce carbon emissions and rapid technological change have already led many fund managers to reconsider their investments in these potentially stranded assets, while a growing number of studies show that responsible investment portfolios typically offer returns on a par with or superior to, conventional investment portfolios.

The platform launched live to the public in August of this year and has in past months signed up some well - known investments managers to lead some of the DAA portfolios.

• Worked with team of over 100 people to develop a solid eCommerce strategy that is in alignment with the North American business strategy • Drove dialog that prioritized business opportunities • Built the foundation of business portfolio that identified target clients • Guided clients in creating strong portfolios in digital acquisitions • Established partner relationships with vendors and created go - to - market strategies • Qualified leads and pursued appropriate opportunities for growth • Worked with President and General Managers to develop business strategy

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

Program / Account Manager / Project Manager for CSC's Big Data & Analytics Practice with extensive IT (Service Delivery, Portfolio management and SDLC experience) focused on leading and managing strategic complex programs / projects in matrixed and global environments for Fortune 500 companies in various industries including, Insurance, Oil & Gas, Healthcare, Financ...

Program Manager / Product Development, Engineering IT (04/2005 — 02/2010) • Lead Engineering IT efforts focusing on customer satisfaction, business development, and effective resource management • Oversee Data Management Program comprised of Data Warehouse and Reporting Infrastructure and Data Mart Development • Lead and facilitate technical teams in gathering requirements and creating business cases for proper initiation of proposals • Develop and Conduct ROI and Cost / Benefit analysis for the requests within the Engineering IT portfolio • Design and implement Engineering IT department daily operations, policies, procedures, and direct staff workflow • Initiate projects, employee scheduling, project timelines, and budgets • Conduct management reviews, management program / project health reporting, and staff development initiatives • Create process for streamlining projects identification and prioritization within portfolio and programs • Manage internal team status reporting and dashboard management • Lead change control board (CCB) and Failure Review Board (FRB) for effective & coordinate program operations • Serve as Service Manager and Resource Manager for the program data management ensuring effective operations • Act as technical resource for Business Objects Reporting Infrastructure and Database administration • Design, develop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g Database.

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involvedPortfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involvedportfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities

The event bring together the best minds in the emerging markets arena — leading institutional & private equity investors, hedge funds, portfolio & asset managers, economists & policymakers — to weigh in on these issues and present best practice strategies.

As the first female manger of Royal LePage Commercial Real Estate Services in London in the 1980s, she was recruited to London's leading real estate development company as manager of the commercial and industrial portfolio.