Provenienza dei contatti di primo grado di David Kalis
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.
14
| Subsidiary | Investment Managers | 14 |
The Future Fund LLC
 The Future Fund LLC Investment ManagersFinance The Future Fund LLC (Future Fund) is an independent registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Gary Black and David Kalis in 2021. Future Fund provides portfolio management services to private pooled investment vehicles, high net worth individuals, institutional clients and registered investment companies.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Kalis tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Director of Finance/CFO | |
| Thornburg Investment Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal | |
| CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Director of Finance/CFO Chief Investment Officer President Chief Executive Officer Director of Finance/CFO | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chief Investment Officer Sales & Marketing | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Mizuho Securities USA LLC
 Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Chief Executive Officer | |
Calamos Financial Services LLC
 Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | Director of Finance/CFO Chief Operating Officer Chief Executive Officer | |
CFI Partners LLC
 CFI Partners LLC Investment ManagersFinance CFI Partners LLC (CFIP) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2005 by Brad Couri and Levoyd Robinson. They are a subsidiary of Amistad Investment Holdings LLC, which is ultimately owned by Amistad Financial Group LLC. CFIP provides discretionary investment advisory services to collateralized loan obligation (CLO) vehicles and closed-end, delayed draw private investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Mesirow Advanced Strategies, Inc.
 Mesirow Advanced Strategies, Inc. Investment ManagersFinance Mesirow Advanced Strategies, Inc. (MAS) is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Dr. Howard M. Rossman in 1990 and is a wholly-owned subsidiary of Mesirow Financial Holdings, Inc. MAS provides investment management services to institutions, corporations, business owners, individuals and families. | Investment Managers | Analyst-Equity | |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Director of Finance/CFO | |
| Brown University | College/University | Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
Skylands Capital LLC
 Skylands Capital LLC Investment ManagersFinance Skylands Capital LLC (Skylands) is an independent registered investment advisor and hedge fund manager headquartered in Milwaukee, Wisconsin. The firm was founded by Charles Paquelet in 2004. Skylands provides investment advisory services to separate accounts and private investment funds. The firm also manages accounts for high-net-worth individuals, corporations or other business entities, trusts, estates, charitable institutions and pension and profit sharing plans. | Investment Managers | Trading-Equity | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Director of Research - Equity Chief Executive Officer Analyst-Equity Head-Equity Investments | |
| Benedictine University | College/University | Undergraduate Degree | |
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 | Undergraduate Degree | |
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 | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
World Business Chicago
 World Business Chicago Miscellaneous Commercial ServicesCommercial Services World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Townsend Holdings LLC
 Townsend Holdings LLC Real Estate DevelopmentFinance Townsend Holdings LLC provides investment advisory services. It offers investment platform and consulting services to clients for real asset and real estate allocation. The company was founded by Terrance R. Ahern and Kevin W. Lynch in 1983 and is headquartered in Cleveland, OH. | Real Estate Development | Sales & Marketing | |
Calamos Wealth Management LLC
 Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Managers | Director of Finance/CFO Chief Operating Officer Chief Executive Officer Director of Finance/CFO | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Muller & Monroe Asset Management LLC
 Muller & Monroe Asset Management LLC Investment ManagersFinance Muller & Monroe Asset Management LLC(Muller & Monroe Asset Management) is a private equity firm founded in 1999 by Andre Rice. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director of Finance/CFO | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Northern Trust Asset Management
 Northern Trust Asset Management Investment ManagersFinance Northern Trust Asset Management engages in the provision of investment management services. The company is headquartered in Chicago, IL. | Investment Managers | Sales & Marketing | |
The Hellenic Initiative
 The Hellenic Initiative Miscellaneous Commercial ServicesCommercial Services The Hellenic Initiative operates a fund-raising initiative to develop economic and business improvement programs. The American company was founded by Andrew N. Liveris. | Miscellaneous Commercial Services | Director/Board Member | |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Analyst-Equity | |
William Blair Investment Management LLC
 William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Investment Managers | Portfolio Manager-Equities | |
Calamos Global Convertible & Dynamic Income Trust
 Calamos Global Convertible & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Calamos Global Convertible Dynamic Income Trust is a closed-end mutual fund that engages in the provision of management investment services. Its objective is to seek total return. The fund was founded on July 1, 2021 and is headquartered in Naperville, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Cina | 2 |
Settori
| Finance | 24 |
| Miscellaneous | 11 |
| Consumer Services | 11 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Posizioni
| Corporate Officer/Principal | 41 |
| Director of Finance/CFO | 30 |
| Director/Board Member | 22 |
| Analyst-Equity | 15 |
| Undergraduate Degree | 14 |
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