Profilo
Mr. Daniel J.
Ford, CFA, is a Managing Director at Oxford Financial Group Ltd.
In this role he is responsible for investment manager sourcing, due diligence, asset allocation research, evaluating niche investment opportunities and portfolio construction.
His expertise includes alternative investments, derivative products, quantitative analysis and financial engineering.
Before joining Oxford, he served as Director of Multi-Asset Strategies at the Indiana Public Retirement System.
He had management and oversight responsibility for approximately $6 billion invested across absolute return hedge funds, risk parity and illiquid opportunistic strategies.
He was also responsible for overseeing asset allocation research and risk management analytics for the $32 billion defined benefit pension plan.
He is a graduate of the University of South Carolina, He holds a Bachelor of Science degree in Business Administration with an emphasis on Investment Finance and Economics.
He is a holder of the Chartered Financial Analyst.
Posizioni attive di Dan Ford
Società | Posizione | Inizio |
---|---|---|
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Analyst-Equity | 01/11/2017 |
Precedenti posizioni note di Dan Ford
Società | Posizione | Fine |
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40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Corporate Officer/Principal | 01/12/2015 |
Formazione di Dan Ford
University of South Carolina | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Finance |
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