R. Walton
Director/Board Member bij VIRTUS CONVERTIBLE & INCOME FUND
Oorsprong van het eerstegraads netwerk van R. Walton
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Trustees of Columbia University in The City of New York
855
| College/University | Other Consumer Services | 855 |
Virtus Strategy Trust
11
| Umbrella Fund | Investment Trusts/Mutual Funds | 11 |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.
11
| Umbrella Fund | Investment Trusts/Mutual Funds | 11 |
The Merger Fund VL
11
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 11 |
Arizona State University
10
| College/University | Other Consumer Services | 10 |
Virtus Investment Trust
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
| Extinct | Investment Trusts/Mutual Funds | 8 | |
| Extinct | Investment Trusts/Mutual Funds | 8 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Virtus Variable Insurance Trust
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Merger Fund
4
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 4 |
Orchestra of St. Luke's
3
| Non-Profit Organization | 3 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 | |
BC Capital Management Services Ltd.
 BC Capital Management Services Ltd. Investment ManagersFinance BC Capital Management Services Ltd. operates as an alternative investment manager. The company was founded in 2000 and is headquartered in London, the United Kingdom.
2
| Subsidiary | Investment Managers | 2 |
Lafayette Square Holding Co. LLC
 Lafayette Square Holding Co. LLC Financial ConglomeratesFinance Lafayette Square Holding Co. LLC is an impact investment platform that believes in delivering capital and services together to make an impact. The company is based in New York, NY. The company works with local partners to create an inclusive American economy by confronting critical societal challenges in three core areas: housing, jobs, and financial inclusion. The company is a localized credit manager that invests capital into non-sponsored middle-market businesses. The company was founded in 2020 by Damien Dwin. Damien Dwin has been the CEO since 2020.
2
| Holding Company | Financial Conglomerates | 2 |
Source Global PBC
 Source Global PBC Beverages: Non-AlcoholicConsumer Non-Durables Source Global PBC. operates as an early stage company. The company is headquartered in Scottsdale, AZ.
2
| Holding Company | Beverages: Non-Alcoholic | 2 |
Systematica Investments Ltd.
 Systematica Investments Ltd. Investment ManagersFinance Systematica Investments Ltd. (SIL) is an independent, Great Britain-based alternative investment manager headquartered in St. Helier, Jersey. The firm was founded Leda Braga in 2015. SIL provides investment advisory services and serves as a sub-adviser to certain hedge funds or funds of hedge funds and managed accounts.
2
| Private Company | Investment Managers | 2 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 1 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 1 | |
BSE Management LLC
1
| Private Company | 1 | |
U.S. Department of the Treasury
1
| Government | General Government | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met R. Walton via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| PCM FUND INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | President Chief Executive Officer | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer Chief Investment Officer General Counsel | |
| PIMCO MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Compliance Officer | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Illinois. The firm was founded in 1990 by Kenneth Griffin and is a wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
| PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal Compliance Officer | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal Compliance Officer | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Analyst-Equity Trading-Equity Analyst-Fixed Income | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal Chairman Compliance Officer General Counsel Corporate Officer/Principal | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Compliance Officer | |
| VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | President Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Compliance Officer | |
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member | ||
| Columbia Business School | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
| Virtus ETF Trust II | Chairman Compliance Officer Corporate Officer/Principal | ||
| PIMCO DYNAMIC INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Pimco Flexible Municipal Income Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Virtus Global Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member 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 | Chairman Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Marokko | 2 |
| Ierland | 2 |
Sectoraal
| Miscellaneous | 32 |
| Finance | 10 |
| Consumer Services | 8 |
| Commercial Services | 2 |
Operationeel
| Director/Board Member | 561 |
| Corporate Officer/Principal | 204 |
| Independent Dir/Board Member | 194 |
| President | 173 |
| Chairman | 98 |
Sterkste connecties
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Paul Sekhri | 61 |
| Sarah Cogan | 53 |
| George Aylward | 49 |
| James Maclay Oates | 46 |
| Philip McLoughlin | 46 |
| F. Drummond | 32 |
| William Patrick Bradley | 31 |
| Brian Zino | 30 |
| Sidney Harris | 28 |
| Jennifer S. Fromm | 26 |
| Nancy Engberg | 26 |
| Geraldine McNamara | 24 |
| Patrick Maciariello | 21 |
