Profilo
Daniel Toshiro Morris currently works at Consolidated Investment Group LLC, as Portfolio Manager from 2014.
Mr. Morris also formerly worked at CIBC World Markets Corp.
(Old), as Junior Analyst from 2004 to 2008, BDCA Venture Adviser LLC, as Vice President in 2013, Oppenheimer & Co., Inc. (Broker), as Research Analyst from 2008 to 2010, and Analysis Group, Inc., as Senior Research Analyst in 2002.
Mr. Morris received his undergraduate degree in 1998 from Princeton University and Masters Business Admin degree in 2004 from the University of California, Berkeley.
Posizioni attive di Dan Morris
| Società | Posizione | Inizio |
|---|---|---|
Consolidated Investment Group LLC
Consolidated Investment Group LLC Investment ManagersFinance CIG specializes in capital markets, private equity, and commercial real estate. The firm seeks to preserve and grow its shareholders’ capital for current and future generations and support their philanthropic endeavors. Their Capital Markets division invests across the asset class spectrum to build an investment portfolio which consistently generates superior risk adjusted returns over long-term time horizons. CIG Private Equity leverages the firm’s industry expertise and reputation to take brands in the food and beverage space to the next level. CIG Real Estate invests in and manages a large portfolio of properties nationally. | Gestore di Portafoglio-Azioni | 01/01/2014 |
Precedenti posizioni note di Dan Morris
| Società | Posizione | Fine |
|---|---|---|
BDCA Venture Adviser LLC
BDCA Venture Adviser LLC Investment ManagersFinance BDCA Venture Adviser manages BDCA Venture, Inc., a business development company (BDC) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. They provide their investors with the ability to participate in a unique fund that allows their stockholders to share in the potential value accretion BDCA Venture Adviser believes typically occurs once a company completes an IPO (a private to public valuation arbitrage). The firm seeks to investment objective is to maximize capital appreciation, which we seek to achieve through equity investments in later stage, pre-IPO companies. They target a 2x return over an anticipated 4-year holding period. | Gestore di Portafoglio-Azioni | 30/04/2013 |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2010 |
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Analyst-Equity | 13/01/2008 |
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, financial and strategy consulting to law firms, corporations & government agencies | Corporate Officer/Principal | 31/12/2002 |
Formazione di Dan Morris
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Finance |
BDCA Venture Adviser LLC
BDCA Venture Adviser LLC Investment ManagersFinance BDCA Venture Adviser manages BDCA Venture, Inc., a business development company (BDC) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. They provide their investors with the ability to participate in a unique fund that allows their stockholders to share in the potential value accretion BDCA Venture Adviser believes typically occurs once a company completes an IPO (a private to public valuation arbitrage). The firm seeks to investment objective is to maximize capital appreciation, which we seek to achieve through equity investments in later stage, pre-IPO companies. They target a 2x return over an anticipated 4-year holding period. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, financial and strategy consulting to law firms, corporations & government agencies | Commercial Services |
Consolidated Investment Group LLC
Consolidated Investment Group LLC Investment ManagersFinance CIG specializes in capital markets, private equity, and commercial real estate. The firm seeks to preserve and grow its shareholders’ capital for current and future generations and support their philanthropic endeavors. Their Capital Markets division invests across the asset class spectrum to build an investment portfolio which consistently generates superior risk adjusted returns over long-term time horizons. CIG Private Equity leverages the firm’s industry expertise and reputation to take brands in the food and beverage space to the next level. CIG Real Estate invests in and manages a large portfolio of properties nationally. | Finance |
















