Xi Yuan Dong
Analyst-Equity en Strategic Global Advisors LLC .
Origen de la red de primer grado Xi Yuan Dong.
Entidad | Tipo de entidad | Industria | |
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Strategic Global Advisors LLC
Strategic Global Advisors LLC Investment ManagersFinance Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates.
15
| Holding Company | Investment Managers | 15 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Xi Yuan Dong a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Analyst-Equity | |
California HealthCare Foundation
California HealthCare Foundation Investment ManagersFinance California HealthCare Foundation (California HealthCare Fdn) is a venture capital firm founded in 1996. The firm is headquartered in Oakland, California. | Investment Managers | Director/Board Member | |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
The Cypress Funds LLC
The Cypress Funds LLC Investment ManagersFinance The Cypress Funds LLC (Cypress) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1969. Cypress provides investment advice to investment funds. | Investment Managers | Trading-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Equities | |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Investment Managers | Director of Research - Equity | |
Pavilion Global Markets Ltd.
Pavilion Global Markets Ltd. Investment Banks/BrokersFinance Pavilion Global Markets Ltd. provides brokerage and investment consulting services. It offers securities trading, global macro research and transition management services to institutional investors. The company was founded in 1968 and is headquartered in Montreal, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
Artio Global Investors, Inc.
Artio Global Investors, Inc. Financial ConglomeratesFinance Artio Global Investors, Inc. provides investment management services to institutional and mutual fund clients. The company was founded on May 2, 1963 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
JPMorgan Asset Management (Singapore) Ltd.
JPMorgan Asset Management (Singapore) Ltd. Investment ManagersFinance JPMorgan Asset Management (Singapore) Ltd. (JPMAMS) is the Singapore office of JPMorgan Chase & Co. (NYSE: JPM, a multinational investment bank and financial services holding company headquartered in New York City. JPMAMS provides investment management services to individuals, families, companies, and communities. | Investment Managers | Corporate Officer/Principal | |
Denali Advisors LLC
Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Investment Managers | Director/Board Member | |
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 | |
University of California, Berkeley | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree | |
Nile Capital Group LLC
Nile Capital Group LLC Investment ManagersFinance Nile Capital Group LLC (Nile Capital Group) is a private equity firm founded in 2014 by Melvin D. Lindsey, Richard Cambell Pell and Hien Nguyen Gerbereux. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor Founder | |
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 | Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Doctorate Degree Undergraduate Degree | |
Indian Institute of Technology Kharagpur | College/University | Graduate Degree | |
The UCLA Foundation
The UCLA Foundation Miscellaneous Commercial ServicesCommercial Services The UCLA Foundation collects and manages funds for social purposes. It receives contributions made by alumni, friends, private foundations and corporations on behalf of UCLA’s many schools, units and departments, disburses the contributions according to the expressed wishes of the donor and actively promotes philanthropy across the campus. The company was founded in 1945 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Welton Investment Partners LLC
Welton Investment Partners LLC Investment ManagersFinance Part of Welton Investment Corp., Welton Investment Partners LLC is an alternative asset manager that specializes in innovative, uncorrelated, actively managed strategies to deliver maximum investor outcomes regardless of market conditions. The company is based in Carmel, CA and was founded by Patrick Welton, who has been the CEO since incorporation. Welton Investment Partners manages assets for institutional and private investors with offices in NY and CA. The firm seeks to generate consistent investor returns by identifying recurrent market themes across various market environments and delivering absolute returns with low correlation to the broader markets. The company's current strategies include quantitative macro, systematic trend strategies, equity statistical arbitrage, a variety of multi-strategy and customized investments, as well as ESG advantage. | Investment Managers | Director/Board Member | |
Prytania Investment Advisors LLP
Prytania Investment Advisors LLP Investment ManagersFinance Prytania Investment Advisors LLP is an investment manager and holding firm headquartered in London, UK. Founded in 2003, the firm manages a range of risk return and currency hedged strategies in both open ended fund format as well as bespoke client mandates and “fund of one” strategies for asset managers, pension funds, insurers, local authorities and high-net worth investors. | Investment Managers | Director/Board Member | |
University of California San Diego | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
S&P Global Ratings
S&P Global Ratings Investment ManagersFinance S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Ninety One North America, Inc.
Ninety One North America, Inc. Investment ManagersFinance Ninety One North America, Inc. (Ninety One NA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2013 as Investec Asset Management North America, Inc. They are a subsidiary of Ninety One International Ltd., ultimately owned by Ninety One Plc (LON: N91) in Great Britain. Ninety One NA provides investment advisory services to institutions, such as pension plans, state and municipal government entities, sovereign wealth funds and insurance companies, as well as private investment funds. | Investment Managers | Corporate Officer/Principal | |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Covenant Capital Management LLC
Covenant Capital Management LLC Investment ManagersFinance Covenant Capital Management LLC provides investment advisory services. The private company is based in Nashville, TN. | Investment Managers | Corporate Officer/Principal | |
Concordia University | College/University | Undergraduate Degree | |
University of Illinois | College/University | Graduate Degree | |
URANIUM TRADING CORPORATION | Financial Conglomerates | Director/Board Member | |
Irwin Management Co. | Corporate Officer/Principal | ||
Kwasha Lipton LLC
Kwasha Lipton LLC Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., Kwasha Lipton LLC is a benefits management consulting company. The company is based in Fort Lee, NJ. Kwasha Lipton was acquired by Coopers & Lybrand LLP on January 13, 1997 for $79 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
Anderson School of Management | College/University | Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 45 |
Canadá | 3 |
Singapur | 2 |
India | 2 |
Reino Unido | 2 |
Sectorial
Finance | 31 |
Consumer Services | 17 |
Commercial Services | 3 |
Operativa
Corporate Officer/Principal | 21 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 12 |
Analyst-Equity | 12 |
Masters Business Admin | 7 |
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