Greg Lai
Algemeen Directeur bij Affinity Investment Advisors LLC
Oorsprong van het eerstegraads netwerk van Greg Lai
Entiteit | Type entiteit | Industrie | |
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Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.
9
| Private Company | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Greg Lai via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities | |
Becker Capital Management, Inc.
Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Investment Managers | Analyst-Equity | |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Analyst-Equity | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Bonutto Hofer Investments | Director of Finance/CFO | ||
POINTS INTERNATIONAL LTD. | Advertising/Marketing Services | Corporate Officer/Principal | |
Matrix Capital Management Fund LP
Matrix Capital Management Fund LP Investment Trusts/Mutual FundsMiscellaneous Founded in 1999, Matrix Capital Management Fund LP is a hedge fund manager headquartered in Waltham, Massachusetts. The firm is a subsidiary of Matrix Capital Management Co. LLC. They are affiliated with Matrix General Partner LLC and Matrix Institutional Advisers LLC. Matrix Capital Management Fund serves as the investment manager, with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. The firm also manages Matrix Capital Management Restricted Investment Fund LP. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Epocrates LLC
Epocrates LLC Medical SpecialtiesHealth Technology Epocrates LLC provides clinical tools and solutions. The firm provides the healthcare industry, primarily pharmaceutical companies, and opportunities to engage with its user network through delivery of targeted information and to conduct market research. The company was founded by Richard Fiedotin and Jeff Tangney on August 1998 and is headquartered in San Mateo, CA. | Medical Specialties | Corporate Officer/Principal | |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Invesco Asset Management (Japan) Ltd.
Invesco Asset Management (Japan) Ltd. Investment ManagersFinance Invesco Asset Management (Japan) Ltd. (IAMJ) is the wholly-owned Japanese fund management subsidiary of Invesco Far East Ltd., ultimately held by Invesco Ltd. (NYSE: IVZ) in the US. Headquartered in Tokyo, IAMJ was founded in 1990 to manage a diverse range of mutual funds for individual and institutional investors which include financial institutions, investment companies, pension, trusts or foundations, and corporations or business entities. | Investment Managers | Corporate Officer/Principal | |
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 | |
ZS Associates, Inc.
ZS Associates, Inc. Miscellaneous Commercial ServicesCommercial Services ZS Associates, Inc. engages in the sales and marketing consulting, outsourcing, technology and software services. Its services include market segmentation, targeting, mergers, integration, forecasting and design. The company was founded by Prabhakant K. Sinha and Andy Zoltners in 1983 and is headquartered in Evanston, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
LoyaltyOne Co.
LoyaltyOne Co. Regional BanksFinance LoyaltyOne Co. provides resources and technology for the design, implementation and management of loyalty marketing and customer yield management programs. It designs marketing software to track purchasing behaviors for customer loyalty programs. The company also provides strategy and consulting services. The company is headquartered in Milford, OH. | Regional Banks | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Borealis Capital Corp.
Borealis Capital Corp. Investment ManagersFinance Founded in 1999, Borealis Capital Corp. is a private equity firm located in Toronto, Ontario with an additional office in Calgary. The firm is a subsidiary of Perseis Partners Inc | Investment Managers | Corporate Officer/Principal | |
Amherst College | College/University | Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
Texas Christian University | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
University of California, Irvine | College/University | Undergraduate Degree | |
ClariVest Asset Management LLC
ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Investment Managers | Analyst-Equity | |
Indian Institute of Technology Bombay | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
ACKROO INC. | Packaged Software | Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
MODIV INDUSTRIAL, INC. | Real Estate Investment Trusts | Director/Board Member | |
Hartford Funds Distributors LLC
Hartford Funds Distributors LLC Financial ConglomeratesFinance Hartford Funds Distributors LLC is a company that distributes mutual funds. The company is based in Radnor, PA. | Financial Conglomerates | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 39 |
Canada | 6 |
Japan | 2 |
India | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 13 |
Commercial Services | 3 |
Technology Services | 3 |
Miscellaneous | 2 |
Operationeel
Corporate Officer/Principal | 24 |
Portfolio Manager-Equities | 17 |
Analyst-Equity | 10 |
Undergraduate Degree | 8 |
Director/Board Member | 5 |