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Nome | Título | Desde | Até |
---|---|---|---|
Edgar E. Peters | Partner | 2009 | 2022 |
Biografia | Edgar Peters is a Partner and senior member of the investment management team at First Quadrant since 2008. He became a partner in 2010. He is involved in all aspects of product development: model building, risk measurement, risk allocation, and portfolio optimization. Prior to joining First Quadrant he spent 23 years with PanAgora Asset Management where he was, over time, an equity portfolio manager, Director of Tactical Asset Allocation, Chief Investment Officer of Macro Investments, and Chief Investment Officer. Mr. Peters holds an MBA from Rutgers University. | ||
Dori Levanoni | Analyst | 2009 | 2022 |
Biografia | Dori Levanoni is a senior member of First Quadrant’s Investments team. In his more than two decades with First Quadrant, Dori has been involved in nearly every aspect of the firm’s investment process, contributing to research, risk measurement, risk allocation, portfolio optimization, trading, and portfolio management. Dori has played an integral role as portfolio manager for a number of strategies across the firm’s global macro and global equity platforms, and has also contributed his insights to various research projects, journals, publications and speaking engagements. Dori began his career at First Quadrant in 1991, spending a brief period in the mid-1990s researching in the Department of Anatomy and Neurobiology at Washington University in St. Louis, before returning to the firm for the remainder of his tenure. | ||
Kenneth John Ferguson | Partner | 2009 | 2013 |
Biografia | Ferguson, partner and co-director of Global Derivatives, joined First Quadrant in 1994. He was director of Research from February 2000 until January 2005, when he became co-director of Global Derivatives with Levanoni. Ferguson holds primary responsibility for research and development of the firm's global derivatives products. Prior to joining First Quadrant, Ken was an assistant professor of mathematics at the University of California, Irvine, and at the University of Southern California. He received his Ph.D. in mathematics from the University of Utah in 1991. | ||
Nelson Wicas | Principal | 2009 | 2009 |
Biografia | Wicas has been director of global Equities research at First Quadrant since March of 2008. Prior to joining First Quadrant, he was a principal in the quantitative equity group of research at Vanguard Group from 2007 through February 2008 and a principal in the Investment Counseling and Research Group at Vanguard Group from 2003-2006. | ||
Jia Ye | Partner, Co-Chief Investment Officer | 2009 | 2009 |
Biografia | Jia Ye serves as a Co-Chief Investment Officer at First Quadrant. In this capacity, Jia jointly oversees all investment-related activity, including strategy development, portfolio construction, risk management, portfolio implementation; and trade execution. Jia has directed the firm’s efforts in the global equity space for many years and currently manages our Global Equity Long/Short and Global Equity Market Neutral portfolios. Since joining the firm in 1996, Jia has held numerous roles, contributing to equity and global macro research, and overseeing trading and implementation functions. Jia holds a PhD in finance and business economics and an MS in applied mathematics from the University of Southern California. She has published articles in various journals, including research on portfolio construction, equity management and tax-efficient investing. | ||
Eric J. Franco | Senior Vice President | 2008 | 2009 |
Biografia | Eric J. Franco was appointed Portfolio Manager of Global Real Estate Securities in 2012. He also serves on the portfolio management team for Global and International Value Equities, a position he has held since joining the firm in 1998. Prior to that, Franco was an actuary in the consulting practice at Kwasha Lipton for 16 years, working with large multinationals on the design and funding of their pension and other employee benefits plans. He earned a BA in economics from Georgetown University and is a CFA charterholder. Location: New York | ||
Kevin F. Simms | Co-CIO | 2005 | 2009 |
Biografia | Kevin F. Simms Chief Investment Officer—Global/International Value Equities Kevin F. Simms, an AB Partner, was appointed Chief Investment Officer of Global and International Value Equities and chairman of the Global Investment Policy Group in July 2014. He has held the position of Chief Investment Officer of International Value Equities since 2012, after having served as co-CIO since 2003. He was also the Global Director of Value Research from 2000 to 2012. During his tenure as chief investment officer and research director, Simms has been instrumental in implementing significant enhancements to the firm’s cross-border research process. From 1998 to 2000, he served as director of research for Emerging Markets Value Equities. Simms joined the firm in 1992 as a research analyst, and his industry coverage over the next six years included financial services, telecom and utilities. Prior to that, he was a certified public accountant with Price Waterhouse. Simms earned a BSBA from Georgetown University and an MBA from Harvard Business School. Location: New York | ||
Andrew S. Offit | Senior Vice President | 2005 | 2009 |
Biografia | Offit is a senior vice president and equity portfolio manager with Wellington Management Company, his employer since 1997. Previously, he was a portfolio manager at Chestnut Hill Management in 1997, and a portfolio manager with Fidelity Management and Research from 1987 to 1997. Offit also worked for Arthur Young and Company from 1982 to 1985. Offit holds the Certified Public Accountant designation. | ||
Matthew D. Hudson | Vice President | 2005 | 2009 |
Biografia | Matthew D. Hudson, CFA, Managing Director and Equity Portfolio Manager of Wellington Management, has served as portfolio manager for the Fund since 2007 and has been involved in securities analysis for the fund since 2005. Mr. Hudson joined Wellington Management as an investment professional in 2005. | ||
Jean-Marc Berteaux | Senior Vice President | 2005 | 2009 |
Biografia | Jean-Marc Berteaux, Senior Vice President, Partner, and Equity Portfolio Manager, is a Portfolio Manager for the Hartford International Growth Fund and is involved in portfolio management and securities analysis for the Hartford International Capital Appreciation Fund. Jean-Marc manages portfolios in the International Growth styles, including the Opportunistic International Growth approach. He conducts research and draws upon the resources of the firm's regional and global industry analysts to find the best opportunities around the world. |
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