Sila cuba carian lain
Nama | Tajuk | Sejak | Sehingga |
---|---|---|---|
Rui Tang | Vice President, Portfolio Manager & Senior Analyst | 2017 | now |
Biografi | Rui Tang, CFA is a Portfolio Manager & Senior Analyst on the Systematic Equity investment team. Rui joined MacKay Shields, including predecessor entities, in 2017. Previously, he spent five years as a Portfolio Manager at Acadian Asset Management where he was responsible for investment research, strategy development, and portfolio construction for the firm’s global market neutral equity funds. He started his career at Goldman Sachs as a Securities Analyst, where he investigated market mechanisms and developed pricing algorithms for derivatives. Rui graduated cum laude in 2007 from Harvard University with a dual BA in Economics and MA in Statistics. Rui is also a CFA charterholder. He has been working in the investment industry since 2007. | ||
Thomas Joret | quantitative analyst | 2017 | now |
Biografi | He has been a high yield & credit arbitrage quantitative analyst at Candriam France since 2013. In 2016, Mr. Joret was promoted to Fund Manager of the Global High Yield strategy. He began his career as a high yield fund manager assistant at Candriam France in 2011. In 2013, Mr. Joret joined Amundi as a fund manager assistant and returned to Candriam France later that year to assume his current responsibilities. He has a Bachelor’s degree in management & economics and a Master’s in banking & finance, both from the University of Paris Dauphine. | ||
Tristan Abet | Global Macro Fund Manager | 2017 | now |
Biografi | He has been a Global Macro Fund Manager at Candriam France since 2016. Mr. Abet started his career in 1999 at Dexia-BIL Luxembourg as an equity analyst. He joined Barclays Wealth Management in 2001 and worked later as a strategist and member of the investment committee. In 2005, Mr. Abet moved to the sell side, spending 6 years at CA Cheuvreux as deputy Head of Economics & Strategy and Head of the quantitative research applied to European equities. He left CA Cheuvreux in 2011 to found Openmind AM, an asset management boutique, and manage a long/short equity fund. In 2013, Mr. Abet joined Louis Capital Markets as Head of Economics&Strategy. Tristan holds four Master’s degrees in the field of macroeconomics and finance from Iéseg, Lille University, ESCP Europe and ENSAE Paris Tech. | ||
Mona Patni | Vice President, Portfolio Manager & Senior Analyst | 2016 | now |
Biografi | Mona Patni is a Portfolio Manager & Senior Analyst on the Systematic Equity investment team. Mona started at MacKay Shields when the firm joined with equity specialist, Cornerstone Capital Management Holdings, in January 2018. Mona joined Cornerstone in 2002 as a Portfolio Manager. Previously, she was with the Investment Consulting Group (ICG) of New York Life Investments. At ICG, Mona assisted in the development of a manager due diligence process in order to highlight portfolios with inconsistencies, researched and developed vendor selection criteria, and evaluated alternative asset-mixes for education funding plans. Before ICG, Mona was a Principal Consultant in the Financial Services Division at PricewaterhouseCoopers, where she helped several companies in the financial services industry launch successful applications. In addition, she evaluated existing processes at several firms and made recommendations to improve them. She started her career as a Systems Analyst at Tata Unisys Ltd in Mumbai in 1993. Mona graduated from the University of Bombay with a degree in Computer Science Engineering and earned her MBA from NYU Stern School of Business. She is a member of Beta Gamma Sigma honor society at New York University Stern School of Business. She has been working in the investment industry since 2001. | ||
Michel Le Bras | - | 2016 | now |
Biografi | Mr. Le Bras has been a global macro hedge fund manager at Candriam since 2011. He began his career in 1986 as a Treasurer and Proprietary Trader on Interest Rates and Forex for Caisse de Gestion Mobilière, and in 1995 moved to the Compagnie Parisienne de Réescompte as a Proprietary Trader on Interest Rates, FX and Equities. In 2004, he founded his own asset management company and managed a Discretionary Global Macro Hedge Fund. In December 2010, he joined Candriam to develop this global macro approach. Mr. Le Bras holds a Master’s Degree in Finance from the University of Paris Dauphine. | ||
Charles-Henry de Courcel | - | 2016 | now |
Biografi | Mr. de Courcel has managed a portion of the Fund’s assets since January 2016. He has headed the Quantitative Global Macro strategy of Candriam since 2008. He began his career in 1998 as a Consultant Engineer and has been developing tools for managing portfolios based on behavioral finance and technical analysis since 2002. In 2005, he became a Fund Manager in Fixed Income and then Equities for Credit Agricole / BFT Gestion. In 2008, he joined Candriam to develop the Quantitative Global Macro strategy. Mr. de Courcel has engineering degrees from the Ecole Polytechnique in France and from the Ecole Nationale Supérieure Telecom in Paris. | ||
Dan C. Roberts | Executive Managing Director, Chief Investment Officer and Head of Global Fi | 2015 | now |
Biografi | Dan C. Roberts is an Executive Managing Director, Head of Global Fixed Income and its Chief Investment Officer. His responsibilities include spearheading macro-economic research, managing portfolios that utilize asset allocation, chairing GFI’s Investment Policy Committee (IPC), and serving on the firm’s Management Committee. Directing the IPC is Dan’s most important investment responsibility as this Committee is the foundation of the GFI team-based approach to managing portfolios. It sets all portfolio strategy within the context of the team’s macro view and monitors compliance with its decisions. No significant positions are taken in any portfolio without the approval of the IPC. The IPC’s voting members are GFI’s four most senior investment professionals, who have worked together for nearly two decades. Dan joined MacKay Shields in 2004 when the firm acquired the fixed income business of Pareto Partners, where he had served as Chief Investment Officer. Dan first began assembling his team in 1989, when he was appointed head of fixed income at UBS Asset Management. In 1997 the team joined Forstmann-Leff International and was subsequently purchased by Pareto Partners in 2000. Prior to UBS, Dan worked at Chase Manhattan Bank, initially as a Financial Economist before being named head of Global Interest Rate and Currency Swaps Trading. Before joining the private sector, Dan served at The White House with the President’s Council of Economic Advisors from 1981 to 1983, was the Chief of Staff of the U.S. Congress’ Joint Economic Committee from 1984 to 1985 and was an economist at the U.S. Securities and Exchange Commission from 1977 to 1978. Dan holds a BBA and a PhD from University of Iowa. He has been working in the investment industry since 1977. | ||
Andrew D. Ver Planck | - | 2015 | now |
Biografi | Andrew Ver Planck, CFA is the Lead Portfolio Manager for the Systematic Equity investment team. Andrew is responsible for leading all aspects of the team’s investment management capabilities, inclusive of research and portfolio management decision making. Andrew has significant experience in quantitative modeling, having initially developed and implemented the team’s US long/short equity and global stock selection models. His portfolio management experience has been recognized by Lipper as a recipient of the 2015 and 2016 Lipper US Alternative Active Extension Fund Award. Andrew started at MacKay Shields when the firm joined with equity specialist, Cornerstone Capital Management Holdings, in January 2018. Andrew joined Cornerstone in 2006 as a Portfolio Manager. Before joining Cornerstone, he spent three years as a Senior Quantitative Analyst at Gartmore Investment Management in London, where he was a member of the investment team responsible for long/short market-neutral hedge funds investing in Europe, Asia, and the US. In addition, he co-managed a long-only fund benchmarked to the EAFE Small Capitalization Index. Previously, Andrew was a Quantitative Investment Associate at Putnam Investments where he began his career in quantitative equity research. Andrew received his BS in Operations Research & Industrial Engineering from Cornell University and is a CFA charterholder. He has been working in the investment industry since 2000. | ||
Jerry V. Swank | CIO (Chief Investment Officer) | 2015 | now |
Biografi | Jerry V. Swank founded Swank Capital in 2001 and its wholly owned SEC-registered investment adviser in 2003. He has over 40 years of experience in investment management and research analysis. Mr. Swank was formerly President and CEO of John S. Herold, Inc, an oil and gas research/consulting company (now part of IHS Markit). He spent 14 years with CS First Boston, where he was a Director and Southwestern Regional Sales Manager. He worked seven years as a buy-side analyst and portfolio manager. Mr. Swank holds a B.A. in Economics (University of Missouri) and an M.B.A. (University of North Texas). Mr. Swank has served on the boards of John S. Herold Inc., Matador Petroleum and Advantage Acceptance Inc. | ||
Jae S. Yoon | Senior Managing Director | 2015 | now |
Biografi | Jae Yoon, CFA. From 2005-2009, Mr. Yoon was employed by New York Life Investments where he led the Investment Consulting Group. In 2009, Mr. Yoon joined MacKay Shields LLC as a Senior Managing Director responsible for Risk Management. In his role at MacKay Shields, Mr. Yoon worked side-by-side with the portfolio managers directly enhancing the risk management processes across all portfolios. In January 2011, Mr. Yoon re-joined New York Life Investments and leads the Investment Consulting Group. Mr. Yoon obtained a B.S. and a Masters degree from Cornell University and attended New York University’s Stern School of Business MBA program. He earned his Chartered Financial Analyst designation in 1998 and has been in the investment industry since 1991. |
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