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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Ran Tao | - | 2023 | now |
Derek Cangiano | Portfolio Manager | 2022 | now |
背景介紹 | Derek joined PCJ in 2022 and is responsible for Canadian strategy and fundamental research. Prior to joining PCJ, Derek was a Senior Equity Analyst with Cambridge Global Asset Management. Before that, he was an Equity Research Intern with Gluskin Sheff + Associates Inc. Derek earned his Bachelor of Arts in Economics from Wilfrid Laurier University and is a CFA charterholder. | ||
Ian Pizer | Head | 2021 | now |
背景介紹 | Ian is head of Multi-strategy funds, responsible for leading our Multi-strategy investment team and co-managing the AIMS Target Return fund. Ian has a longstanding association with the AIMS franchise and played a key role in its growth after joining Aviva Investors in 2014, particularly as portfolio manager on AIMS Target Return and in developing the House View as head of investment strategy. | ||
David Kelly | Portfolio Manager | 2021 | now |
背景介紹 | David Kelly is a portfolio manager for Americas House View Portfolios for UBS AM. Mr. Kelly is responsible for managing portfolios offered to UBS Financial Services clients that are aligned with UBS Financial Services House Views. He is a voting member of the Managed Account Solutions Investment Committee. Prior to joining UBS AM in May 2021, Mr. Kelly was a portfolio manager in the Investment Management group of UBS Financial Services, where he was responsible for strategy selection, portfolio construction and management of the multi-managed strategies. Mr. Kelly was a voting member of the Investment Management Investment Committee and was a member of the Investment Management Research Committee. Prior to joining UBS in 2004, Mr. Kelly worked at Merrill Lynch for 15 years where he served in a variety of municipal and taxable fixed income capacities, including private client sales, municipal new issue marketing and fixed income portfolio construction. | ||
Mayoor Joshi | Analyst | 2021 | now |
背景介紹 | Mayoor Joshi is an Analyst within the MMS team, focusing on equity investment strategies. Mr. Joshi is part of the team responsible for manager selection, due diligence, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Joshi joined UBS AM in April 2014. Previously, he was a Managing Director at Rocaton Investment Advisors, an institutional investment consulting firm, for seven years focusing on manager research. | ||
Chris Andersen | Head | 2021 | now |
背景介紹 | Christopher is Head of Portfolio Management, Americas House View Portfolios for UBS Asset Management. In his role, Christopher is responsible for leading the portfolio management activities of portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. In that capacity, he leads a team of portfolio managers responsible for the House View Portfolios, which implement the House View’s strategic and tactical asset allocations, with passive and active pooled vehicles and individual securities. Christopher is deputy-chair and a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to moving to UBS Asset Management in November 2020, Christopher was promoted to Head of Portfolio Construction Americas for UBS Global Wealth Management in 2018. Christopher led the portfolio management activities of the team of portfolio managers responsible for the UBS Managed Portfolios (renamed as House View Portfolios). Christopher chaired the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2012, Christopher spent 15 years with New York Life Investment Management (NYLIM) overseeing the company’s Investment Consulting Group. In this role, he was responsible for the independent oversight of investment activities of the Mainstay Funds, as well as manager selection across asset allocation strategies, sub-advisory mandates and NYLIM's mutual fund M&A activities. Christopher received a B.A. in economics and German from Binghamton University. Christopher holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society New York. He is FINRA Series 7, 24 and 63 licensed. | ||
Ed Eccles | Portfolio Manager | 2021 | now |
背景介紹 | Ed serves as a Portfolio Manager and Co-Head of Strategy Research, Americas House View Portfolios for UBS Asset Management. In his role, Ed is responsible for managing portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. As Co-Head of Strategy Research, Ed is responsible for directing due diligence efforts for active and passive equity and liquid alternative strategies that are included in portfolios. Ed is a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to joining Asset Management in November 2020, Ed was a Portfolio Manager in the Investment Management group of UBS Global Wealth Management., where he was responsible for strategy selection, portfolio construction and management of multi-managed strategies. Ed's investment responsibilities also extended to broader asset allocation and portfolio construction work. Ed was a member of the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2018, Ed worked at Oppenheimer Asset Management where he held roles as a senior alternatives analyst before being promoted to Director of Investment Manager Research. While at Oppenheimer, Ed was also a portfolio manager for a Liquid Alternative managed portfolio. Prior to joining Oppenheimer, Ed worked at Morgan Stanley as an investment manager research analyst. Ed received a B.A. in economics from the University of Massachusetts, at Amherst. Ed holds the Chartered Alternative Investment Analyst (CAIA) designation and is FINRA Series 7 and 66 licensed. | ||
Mark Friedman | Founder/CIO | 2020 | now |
背景介紹 | Mark Friedman is recognized for his distinguished career of over twenty five years in the alternative investment industry. Mr. Friedman founded DLD Asset Management, LP in May 2013, where he serves as the Chief Investment Officer and Founder. Prior to launching DLD, Mr. Friedman briefly served as the Director of Trading and Operations at Touradji Capital Management. Prior to joining Touradji Capital, Mr. Friedman co-founded AM Investment Partners, LLC and co-ran the business from July 2001 through December 2011. AM was a multi-arbitrage strategy hedge fund operating in New York City and Hong Kong. Mr. Friedman’s primary role was to serve as Chief Investment Officer for all investment strategies. AM prided itself on a slow and steady growth providing outsized risk adjusted returns and peaking in assets under management at just over $1 billion. Prior to co-founding AM, he served as Director and Head of Deutsche Bank’s U.S. Convertible Trading desk in New York City from September 1997 through July 2001. At Deutsche Bank, he was recognized for consistently achieving strong returns while managing the risks associated with a multi-billion dollar convertible arbitrage portfolio. Mr. Friedman additionally served as Vice President with SBC Warburg in London trading South East Asian equity derivatives and convertibles. From May 1992 through August 1994, Mr. Friedman began his career as a Specialist and Market Maker trading U.S. equity options on the American Stock Exchange for O’Connor and Associates. Mr. Friedman holds a Bachelor of Arts degree in Economics and International Business from New York University, Stern School of Business. | ||
Devin Dallaire | Portfolio Manager | 2020 | now |
背景介紹 | Prior to joining Magnetar Capital in 2010, Mr. Dallaire was a Senior Investment Researcher at Bridgewater Associates where he was responsible for researching and developing risk management and portfolio construction strategies for their Fundamental Global Macro Fund. Previously, he was Head of Risk Management and Quantitative Research at Third Point. From 2001 to 2006, he was Head of Global Equity Quantitative Research at Citadel Investment Group. Mr. Dallaire started his career in 1994 at Stafford Trading where he was Head of Quantitative Research. Mr. Dallaire has an AB in Economics from the University of Chicago and has completed Coursework and exams towards a Ph.D. in Econometrics at the University of Chicago, Graduate School of Business. | ||
Sundeep Duttaroy | Portfolio Manager | 2020 | now |
背景介紹 | Mr. Duttaroy has 15 years of experience trading convertible bonds across global markets. Prior to joining DLD, Mr. Duttaroy served as Portfolio Manager for the Convertible Arbitrage Strategy at Amida Capital Management, where he managed a global convertible bond portfolio. Prior to joining Amida Capital, Mr. Duttaroy served as Portfolio Manager for the Convertible Arbitrage Strategy at AM Investment Partners, where he managed a multi-million dollar portfolio. Mr. Duttaroy also served as convertible bond trader at Grace Brothers Management (concentrated on trading domestic convertible bonds) and at EBF & Associates trading for both Asia Non-Japan and European convertible bond portfolios. Mr. Duttaroy holds an Master’s of Financial Mathematics from the University of Chicago and a Bachelor of Arts in Computer Science from the University of Texas-Austin. |
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