Gerry Seizert
Directeur/Bestuurslid bij ADVENT CONVERTIBLE AND INCOME FUND
Oorsprong van het eerstegraads netwerk van Gerry Seizert
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds.
50
| Subsidiary | Investment Managers | 50 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients.
23
| Extinct | Investment Managers | 23 |
Seizert Capital Partners LLC
 Seizert Capital Partners LLC Investment ManagersFinance Seizert Capital Partners LLC (SCP) is an independent registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Gerald Seizert in 2000. SCP provides discretionary portfolio management services for institutions, high net-worth individuals, and collective investment trusts.
13
| Holding Company | Investment Managers | 13 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Gerry Seizert via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Jennison Associates LLC
 Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Advent Capital Management LLC
 Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Investment Managers | Director of Finance/CFO Chief Executive Officer Analyst-Equity Compliance Officer | |
CastleArk Management LLC
 CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Investment Managers | Founder Chief Executive Officer | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Guggenheim Strategy Funds Trust
 Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Michigan State University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Director/Board Member Chief Executive Officer | |
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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Central Michigan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| University of Detroit Mercy | College/University | Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Graduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Director/Board Member Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Western Michigan University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Walsh College | College/University | Corporate Officer/Principal Graduate Degree Undergraduate Degree | |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Comerica Bank (Dallas, Texas)
 Comerica Bank (Dallas, Texas) Regional BanksFinance Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008. | Regional Banks | President Corporate Officer/Principal Corporate Officer/Principal | |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 51 |
Sectoraal
| Consumer Services | 23 |
| Finance | 15 |
| Miscellaneous | 14 |
Operationeel
| Corporate Officer/Principal | 146 |
| Director/Board Member | 117 |
| Undergraduate Degree | 77 |
| Portfolio Manager-Equities | 72 |
| Independent Dir/Board Member | 50 |
Sterkste connecties
| Insiders | |
|---|---|
| Ronald Nyberg | 30 |
| Randall Barnes | 25 |
| Michael Smart | 25 |
| Nicholas Dalmaso | 18 |
| Daniel Black | 18 |
| Michael T. Monahan | 16 |
| Edward Delk | 13 |
| Kim Williams | 13 |
| Ric Dillon | 11 |
| Arthur J. Bauernfeind | 10 |
| Theodore Shasta | 10 |
| Jeffrey Osborne | 10 |
| Derek Medina | 10 |
| Paul Reeder | 9 |
| Jamie Jihong Chui | 9 |
- Beurs
- Insiders
- Gerry Seizert
- Bedrijfsconnecties
