Scott Betz
Responsabile della Conformità presso PALMER SQUARE CAPITAL BDC INC.
Provenienza dei contatti di primo grado di Scott Betz
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).
34
| Subsidiary | Investment Managers | 34 |
| Public Company | Financial Conglomerates | 10 | |
Palmer Square Opportunistic Income Fund
 Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS.
5
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 |
Palmer Square Capital Management LLC
 Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott Betz 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 Corporate Officer/Principal | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Analyst-Equity | |
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
ING Advisors, Inc.
 ING Advisors, Inc. Investment ManagersFinance Part of Voya Financial, Inc., ING Advisors, Inc. is an American company. | Investment Managers | Sales & Marketing | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| JANUS CAPITAL GROUP INC | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs International
 Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Analyst-Equity | |
Waycross Partners LLC
 Waycross Partners LLC Investment ManagersFinance Waycross Partners LLC (Waycross) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by Ben Thomas in 2005 and is owned by Waycross Holdings, Inc. Waycross offers investment advice to individuals, high net worth (HNW) individuals, trusts, corporations, charitable organizations, small businesses, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Colliers Securities LLC
 Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Corporate Officer/Principal | |
Feltl & Co.
 Feltl & Co. Investment Banks/BrokersFinance Feltl & Co. is a securities brokerage and investment banking firm located in Minneapolis, Minnesota. They focus on emerging growth companies, primarily located in the Upper Midwest. They are comprised of two major business lines: the private client group serves individual investors, providing advice on stocks, the equity capital markets group encompasses corporate finance, equity research, institutional equity sales, and equity trading. They are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity | |
Three Peaks Capital Management LLC
 Three Peaks Capital Management LLC Investment ManagersFinance Three Peaks Capital Management LLC (Three Peaks) is an independent, SEC-registered investment advisor headquartered in Castle Rock, Colorado. The firm was founded in 2003 and is wholly-owned by Sandy Rufenacht. Three Peaks provides asset management services to high net-worth individuals, trusts, charitable organizations, foundations, endowments, investment companies, pension plans and corporations. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Investment Managers | Analyst-Equity | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree Graduate Degree | |
| Bethel University | College/University | Undergraduate Degree | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
| Hamline University | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Graduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Taylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Masters Business Admin Masters Business Admin | |
| JPMorgan Chase & Co. (Custody) | Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of St. Thomas (Texas) | College/University | Masters Business Admin | |
Shanghai University of Finance & Economics
 Shanghai University of Finance & Economics Other Consumer ServicesConsumer Services Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China. | College/University | Graduate Degree | |
Virgin Media Employee Medical Trust Ltd.
 Virgin Media Employee Medical Trust Ltd. Specialty TelecommunicationsCommunications Virgin Media Business Ltd. provides software-based networking and security solutions. the company is headquartered in Hampshire, the United Kingdom. | Specialty Telecommunications | Corporate Officer/Principal | |
Clean Energy Partners LLP
 Clean Energy Partners LLP Investment ManagersFinance Clean Energy Partners LLP (Glennmont Partners) is an investment firm founded by by Stephen Scott Lawrence in 2007. The firm headquartered in London. | Investment Managers | Corporate Officer/Principal | |
| University of Minnesota Twin Cities | College/University | Doctorate Degree | |
| Federal Reserve Bank of Richmond | General Government | Corporate Officer/Principal | |
| Federal Reserve Bank of Kansas City | General Government | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Regno Unito | 5 |
| Cina | 2 |
Settori
| Finance | 24 |
| Consumer Services | 20 |
| Government | 3 |
| Miscellaneous | 2 |
| Communications | 2 |
Posizioni
| Corporate Officer/Principal | 82 |
| Undergraduate Degree | 41 |
| Analyst-Equity | 38 |
| Masters Business Admin | 23 |
| Portfolio Manager-Fixed Income | 18 |
Contatti più connessi
| Insiders | |
|---|---|
| Chris Long | 15 |
| Jeff Fox | 11 |
| Ashim Anand | 11 |
| Charles John | 9 |
| David Warren Lubchenco | 8 |
| Craig West | 7 |
| Mark Joseph McKevitt | 7 |
| Stacy Brice | 7 |
| Jeff Hoernemann | 7 |
| Brent Olson | 7 |
| Tim Miller | 7 |
| Stacey L. Schreft | 7 |
| Jim Moffett | 6 |
| Theo Stamos | 6 |
| Trey Harrison | 6 |
- Borsa valori
- Insiders
- Scott Betz
- Connessioni Società
