Jim Conklin

Provides investment banking services

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

Fortress is a global asset manager that raises, invests in and/or manages private equity funds, hedge funds, and publicly traded permanent capital vehicles. The firm offers a variety of investment strategies across its core businesses units. Each strategy involves significant risks, many of which are outside of their control.

Functions as a College/University

QFS Asset Management trades long and short positions in global asset classes using a systematic strategy based on fundamental macroeconomic factors. The QFS Currency Program seeks long-term returns by analyzing global macroeconomic factors. The strategy buys fundamentally undervalued currencies and sells overvalued currencies. It is based on a fundamental macroeconomic methodology using a quantitative statistical model to optimize expected returns of the currency portfolio while managing portfolio risk. The QFS Global Macro Program is a top-down approach to global investing. Using dynamic asset allocation across a broader array of markets than the QFS Currency Program, the quantitative model captures discrepancies in the valuations of asset classes caused by differences in macroeconomic fundamentals across and within countries in the currency, equity, fixed-income and commodities markets. The QFS Fixed Income Program is an absolute return strategy focused on the global fixed-income markets. It takes positions based on model-generated analyses of indicators of fundamental and technical factors across the long and short ends of the yield curves in the US, Europe, Japan, Australia, Canada and Great Britain. A dynamic optimization approach analyzes the expected returns and risk factors across all instruments and time frames, and signals the buying and selling patterns that will generate the highest returning portfolio subject to a targeted level of risk. The QFS Portable Alpha is a customizable beta replication program combined with a robust alpha overlay. It seeks to provide absolute returns through the QFS Currency, Global Macro and Fixed Income Programs. It also seeks to provide: (1) low cost passive benchmarking to equity or fixed-income indices through the use of exchange-traded futures contracts or swaps (2) the convenience of a bundled indexation / alpha-generating overlay program and (3) effective cash utilization.

Provides investment management services

Functions as a College/University

FX Concepts' currency investment programs look to provide superior risk-adjusted returns through a diversified portfolio of currencies. They manage a variety of developed and emerging market currency portfolios for clients throughout the world. Their approach blends quantitative and technical models with human judgment. Through empirical analysis, their models consider how currencies actually do behave rather than why they might behave in a certain way in the future.

Manufactures automotive seating systems