George Dai
Direttore degli Investimenti presso Weatherbie Capital LLC
Provenienza dei contatti di primo grado di George Dai
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
436
| College/University | Other Consumer Services | 436 |
The Johns Hopkins University
145
| College/University | Other Consumer Services | 145 |
Weatherbie Capital LLC
 Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth.
6
| Subsidiary | Investment Managers | 6 |
1838 Investment Advisors LP
 1838 Investment Advisors LP Investment ManagersFinance In the year 1838, Francis Drexel founded Drexel and Company in Philadelphia. 1838 Investment Advisors LLC is the successor to Drexel. 1838 manages portfolios for corporate and public employee benefit plans, Taft Hartley funds, hospitals, foundations, endowments, insurance organizations and high net worth individuals. 1838 is a subsidiary of MBIA, Inc. (NYSE: MBI)
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a George Dai tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| BKF CAPITAL GROUP, INC. | Financial Conglomerates | Director/Board Member | |
| THE HAIN CELESTIAL GROUP, INC. | Food: Major Diversified | Director/Board Member | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Maverick Capital Ltd.
 Maverick Capital Ltd. Investment ManagersFinance Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors. | Investment Managers | Analyst-Equity | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity Analyst-Equity | |
Axiom Investors LLC
 Axiom Investors LLC Investment ManagersFinance Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients. | Investment Managers | Analyst-Equity | |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity | |
| NEW YORK MORTGAGE TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| WEBMD HEALTH CORP. | Internet Software/Services | Director/Board Member | |
Duet Asset Management Ltd.
 Duet Asset Management Ltd. Investment ManagersFinance Duet Asset Management Ltd. (DAM) is a UK-registered hedge fund manager and SEC-registered investment advisor headquartered in London, UK. The firm was founded by Henry Gabay in 2002. They are a subsidiary of Duet Holding SA, itself a subsidiary of Duet Group Ltd. in Great Britain. DAM provides discretionary investment management services to private pooled investment vehicles and separately managed accounts primarily based in Europe and the Cayman Islands. | Investment Managers | Portfolio Manager-Equities | |
| Icahn Capital LP | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| School of Engineering & Applied Science | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Clarion Partners LLC / Private Equity
 Clarion Partners LLC / Private Equity Investment ManagersFinance Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York. | Investment Managers | Director of Finance/CFO Investment Committee Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Georgia Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
The Gores Group LLC
 The Gores Group LLC Investment ManagersFinance The Gores Group LLC (Gores Group) is a private equity firm, a subsidiary of AEG Holdings, Inc. founded in 1987 by Alec E. Gores. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor Investment Committee Member | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Metro Dairy Ltd.
 Metro Dairy Ltd. Agricultural Commodities/MillingProcess Industries Metro Dairy Ltd. engages in the production of dairy products. It products include milk and icecream. The firm operates as a division of Keventer Agro Limited. The company was founded in 1994 and is headquartered in Kolkata, India. | Agricultural Commodities/Milling | Director/Board Member | |
| JAIN IRRIGATION SYSTEMS LIMITED | Trucks/Construction/Farm Machinery | Director/Board Member | |
| NUANCE COMMUNICATIONS, INC. | Packaged Software | Director/Board Member | |
The Discovery Labs LLC
 The Discovery Labs LLC Miscellaneous Commercial ServicesCommercial Services The Discovery Labs LLC, a part of MLP Ventures, is a provider of world-class CGMP manufacturing, turnkey laboratory solutions, critical materials, and office space that support therapeutic products and services to the biotechnology and pharmaceutical industry. The private company is based in King of Prussia, PA, and was founded by Brian J. O'Neill and Audrey E. Greenberg. The location in eastern PA is a prototype for a rollout of the Discovery Labs, providing big pharma, emerging life sciences, consumer, and technology companies flexible, end-to-end technical real estate and business infrastructure for the customer's entire lifecycle from discovery to delivery, including manufacturing capacity. The company enables its partners to accelerate the manufacturing of life-changing, life-saving therapies. The Discovery Labs is the first fully integrated environment that merges technology and life sciences under one roof to drive innovation. The company offers move-in ready spaces for turnkey cell and gene therapy laboratory, office, or manufacturing space experience. The Innovation Renaissance campus is split up into 14 office, pharma quality, FDA lab, and last-mile distribution buildings on 80 acres equipped with walking trails, fitness, a daycare, and brew pub for all tenants. | Miscellaneous Commercial Services | Founder | |
WestPoint International LLC
 WestPoint International LLC TextilesProcess Industries WestPoint International LLC manufactures, sources, markets and distributes bed and bath home fashion products. Its product portfolio include sheets, pillowcases, comforters, blankets, bedspreads, pillows, mattress pads, towels and related products. The firm conducts its operations exclusive in the consumer home fashion industry. It markets the products under trademarks, brand names and private labels, namely, WestPoint Home, Atelier Martex, Grand Patrician, Martex, Patrician, Lady Pepperell, Luxor, Utica and Vellux. The company was founded on February 25, 2005 and is headquartered in New York, NY. | Textiles | Director/Board Member | |
XO Holdings, Inc.
 XO Holdings, Inc. Specialty TelecommunicationsCommunications XO Holdings, Inc. delivers an array of telecommunications services to business customers. It serves services telecommunications provider, business and government markets. The company was founded in 1994 and is headquartered in Herndon, VA. | Specialty Telecommunications | Director/Board Member | |
| ARCADIA BIOSCIENCES, INC. | Chemicals: Agricultural | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| India | 3 |
| Regno Unito | 2 |
Settori
| Finance | 23 |
| Consumer Services | 12 |
| Commercial Services | 5 |
| Technology Services | 4 |
| Process Industries | 4 |
Posizioni
| Director/Board Member | 360 |
| Corporate Officer/Principal | 147 |
| Undergraduate Degree | 104 |
| Private Equity Investor | 86 |
| Masters Business Admin | 69 |
Contatti più connessi
| Insiders | |
|---|---|
| Louis A. Toth | 40 |
| Krishna Srinivasan | 36 |
| Phil Bronner | 33 |
| Tim Meyer | 29 |
| Theodore Coons | 27 |
| Steven St. Peter | 26 |
| Michael Bevan | 25 |
| Vincenzo la Ruffa | 23 |
| Audrey Greenberg | 22 |
| Heather Zynczak | 21 |
| William C. Richardson | 18 |
| Andrew M. Schoenthal | 17 |
| Aaron Martin | 16 |
| David Bard | 16 |
| Uday Ramakant Garg | 15 |
- Borsa valori
- Insiders
- George Dai
- Connessioni Società
