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Oorsprong van het eerstegraads netwerk van David Tan
Entiteit | Type entiteit | Industrie | |
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HSBC Global Asset Management (Canada) Ltd.
![]() HSBC Global Asset Management (Canada) Ltd. Investment ManagersFinance RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients.
12
| Subsidiary | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Tan via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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1832 Asset Management LP
![]() 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Securities (Canada), Inc
![]() Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO INCOME STRATEGY FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO CORPORATE & INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO Flexible Credit Income Fund
![]() PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO DYNAMIC INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PCM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Heward Investment Management, Inc.
![]() Heward Investment Management, Inc. Investment ManagersFinance Heward Investment Management, Inc. (Heward) is an investment management firm headquartered in Montréal, Canada. Formerly known as C.F.G. Heward Investment Management Ltd., the firm was founded by Chilion Heward in 1981 and changed their name to Heward Investment Management, Inc. in 2013. They were acquired in 2023 by Amphora Financial Group in Barbados. Heward provides client-focused portfolio management services to private clients, foundations and endowments and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Court Appointed Special Advocates of Orange County, Inc.
![]() Court Appointed Special Advocates of Orange County, Inc. Miscellaneous Commercial ServicesCommercial Services Court Appointed Special Advocates of Orange County, Inc. provides services to abused, abandoned, and neglected children. It is non-profit organization that trains community volunteers to serve as powerful mentors and advocates. The company was founded in 1981 and is headquartered in Santa Ana, CA. | Miscellaneous Commercial Services | Director/Board Member | |
VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Pacific Investment Management Co. LLC (Private Equity)
![]() Pacific Investment Management Co. LLC (Private Equity) Investment ManagersFinance Pacific Investment Management Co. LLC (Private Equity) (Pacific Investment) a subsidiary of Pacific Investment Management Co. LLC founded in 1994 by William Hunt Gross. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
PIMCO ACCESS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
The Invest In Others Charitable Foundation
![]() The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member | |
PIMCO California Flexible Municipal Income Fund
![]() PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO Flexible Emerging Markets Income Fund
![]() PIMCO Flexible Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Emerging Markets Income Fund is a closed-end management investment company. Its objective is to provide attractive risk-adjusted returns and current income. The company was founded in 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Princeton University | College/University | Undergraduate Degree | |
PIMCO INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Edgepoint Investment Group, Inc.
![]() Edgepoint Investment Group, Inc. Investment ManagersFinance EdgePoint Investment Group, Inc. (EdgePoint) is an independent investment manager headquartered in Toronto, Canada. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, and Patrick Farmer. EdgePoint offers discretionary investment management services to institutions (foundations, pension portfolios, etc.) through separately managed accounts. | Investment Managers | Analyst-Equity | |
Leon Frazer & Associates, Inc.
![]() Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Investment Managers | Portfolio Manager-Equities | |
Dixon Mitchell Investment Counsel, Inc.
![]() Dixon Mitchell Investment Counsel, Inc. Investment ManagersFinance Founded in 2000, Dixon Mitchell Investment Counsel, Inc. is an investment advisor located in Vancouver, British Columbia. | Investment Managers | Chief Investment Officer | |
Duncan Ross Associates Ltd.
![]() Duncan Ross Associates Ltd. Investment ManagersFinance Duncan Ross Associates Ltd. is a boutique investment firm headquartered in Montréal, Canada. The firm was founded in 1987 by Robert Duncan Ross. Duncan Ross Associates manages wealth of high net-worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
The Investment Funds Institute of Canada
![]() The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Financial Conglomerates | Director/Board Member | |
Dalhousie University | College/University | Masters Business Admin | |
Genus Capital Management, Inc.
![]() Genus Capital Management, Inc. Investment ManagersFinance Founded in 1989 by Wayne Wachell and Leslie Cliff, Genus Capital Management, Inc. is a registered investment advisor located in Vancouver, British Columbia with an additional office in Vancouver, British Columbia. The firm manages assets for to individuals, families, foundations, pension funds, governments and First Nations. | Investment Managers | Sales & Marketing | |
University of British Columbia | College/University | Undergraduate Degree | |
UBS Asset Management (Canada) Inc.
![]() UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Corporate Officer/Principal | |
Rotman School of Management | College/University | Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree | |
PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 33 |
Canada | 18 |
Verenigd Koninkrijk | 2 |
Sectoraal
Miscellaneous | 27 |
Finance | 17 |
Consumer Services | 7 |
Commercial Services | 3 |
Operationeel
Director/Board Member | 36 |
Portfolio Manager-Equities | 13 |
Corporate Officer/Principal | 11 |
Analyst-Equity | 5 |
Undergraduate Degree | 5 |