Michael Lukaj
Responsabile della Conformità presso City National Rochdale High Yield Alternative Strategies Maste
Provenienza dei contatti di primo grado di Michael Lukaj
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
City National Rochdale High Yield Alternative Strategies Maste
9
| Private Company | 9 | |
Columbus Circle Investors
 Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.
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| Subsidiary | Investment Managers | 7 |
City National Rochdale High Yield Alternative Strategies Tei
3
| Private Company | 3 | |
City National Rochdale High Yield Alternative Strategies Fund
2
| Private Company | 2 | |
City National Rochdale Structured Claims Fixed Income Fund LLC
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| Private Company | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael Lukaj tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| WALT DISNEY COMPANY (THE) | Movies/Entertainment | Director of Finance/CFO | |
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Compliance Officer | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Rochdale Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member Chief Executive Officer Chairman Director/Board Member Corporate Officer/Principal Treasurer Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Analyst | |
City National Securities, Inc.
 City National Securities, Inc. Investment Banks/BrokersFinance Part of Royal Bank of Canada, City National Securities, Inc. provides securities brokerage services. The company is based in Beverly Hills, CA. | Investment Banks/Brokers | Chairman | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
TD Securities (USA) LLC
 TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity | |
Symphonic Financial Advisors LLC
 Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
Thompson National Properties LLC
 Thompson National Properties LLC Real Estate DevelopmentFinance Thompson National Properties LLC provides real estate investment and asset management services. It offers services to institutions and trusts. The firm has offices in Houston, Las Vegas, New York, and Denver. The company was founded on April 17, 2008 and is headquartered in Irvine, CA. | Real Estate Development | President | |
Rochdale International Trade Fixed Income Fund
 Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chairman Director/Board Member Director/Board Member | |
| STRATEGIC REALTY TRUST, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
| Rochdale Alternative Total Return Fund LLC | Director/Board Member Director/Board Member | ||
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
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 | Analyst-Equity | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
City National Rochdale Select Strategies Fund
 City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| Hofstra University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member | ||
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Bixby Ranch Co. | Director of Finance/CFO Director of Finance/CFO | ||
Convergent Capital Management LLC
 Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | Investment Managers | Chief Operating Officer Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree | |
Constellation Financial Management LLC
 Constellation Financial Management LLC Investment ManagersFinance Part of Société Générale SA, Constellation Financial Management LLC is a company that provides risk management, financing, and consulting solutions for the mutual fund and insurance industries. The company is based in New York, NY. Constellation Financial Management was acquired by Société Générale SA on July 17, 2003. | Investment Managers | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
RadiusPLUS Ltd.
 RadiusPLUS Ltd. Miscellaneous ManufacturingProducer Manufacturing Part of Strongfield Marketing Ltd., RadiusPLUS Ltd. is a British company that manufactures and supplies polyethylene pipes and fittings. The company is based in Alfreton, UK. | Miscellaneous Manufacturing | Private Equity Investor | |
Dxd Capital
 Dxd Capital Investment ManagersFinance Dxd Capital (Dxd Capital) is a private equity firm founded in 2020 by Andrew William Dolan and Cory Sylvester. The firm is headquartered in United States. | Investment Managers | Founder | |
| St. John's University | College/University | Undergraduate Degree | |
PPB Capital Partners LLC
 PPB Capital Partners LLC Investment ManagersFinance PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania. | Investment Managers | Director/Board Member | |
Venable LLP
 Venable LLP Miscellaneous Commercial ServicesCommercial Services Venable LLP provides legal services to clients including corporate, institution, government, nonprofit, and individual. Its offers advertising, marketing, commercial litigation, consumer finance, environmental law, franchise and distribution, intellectual property, and brand protection. The company was founded in 1900 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Compliance Officer | |
Loeb & Loeb LLP
 Loeb & Loeb LLP Miscellaneous Commercial ServicesCommercial Services Loeb & Loeb LLP operates as a multiservice law firm. It specializes in practice areas such as advanced media and technology, bankruptcy, restructuring and creditors' rights, capital markets, corporate, employment and labor, entertainment, finance, intellectual property, litigation, private equity, real estate, tax, and trusts and estates. The company was founded by Edwin Loeb and Joseph Loeb in 1909 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Isole Cayman | 2 |
| Australia | 2 |
| Regno Unito | 2 |
| Hong Kong | 2 |
Settori
| Finance | 21 |
| Miscellaneous | 12 |
| Consumer Services | 7 |
| Commercial Services | 5 |
| Producer Manufacturing | 2 |
Posizioni
| Director/Board Member | 55 |
| Corporate Officer/Principal | 23 |
| Analyst-Equity | 18 |
| Independent Dir/Board Member | 17 |
| Chief Executive Officer | 12 |
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