Sonal Desai
President presso FRANKLIN UNIVERSAL TRUST
Provenienza dei contatti di primo grado di Sonal Desai
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
186
| Subsidiary | Investment Managers | 186 |
Thames River Capital LLP
 Thames River Capital LLP Investment ManagersFinance Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds.
34
| Subsidiary | Investment Managers | 34 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sonal Desai tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| HESS CORPORATION | Integrated Oil | Director/Board Member Director/Board Member | |
| FRANKLIN RESOURCES, INC. | Investment Managers | Director/Board Member Chairman General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal General Counsel | |
| OMNICOM GROUP., INC. | Advertising/Marketing Services | Director/Board Member Director/Board Member | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Chief Administrative Officer Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member President Corporate Secretary Director of Finance/CFO | |
| TEMPLETON EMERGING MARKETS FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Chief Administrative Officer Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Director of Finance/CFO | |
| TEMPLETON EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Chief Administrative Officer Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member President President Corporate Secretary Director/Board Member Director of Finance/CFO | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Director/Board Member Chairman Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Chief Administrative Officer Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member President Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Franklin Mutual Advisers LLC
 Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Investment Managers | Compliance Officer Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Franklin Advisory Services LLC
 Franklin Advisory Services LLC Investment ManagersFinance Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal Compliance Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Templeton Global Advisors Ltd.
 Templeton Global Advisors Ltd. Investment ManagersFinance Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Franklin Alternative Strategies Funds
 Franklin Alternative Strategies Funds Franklin Alternative Strategies Funds is an open-end investment fund/unit trust. Its investment objective is to seek capital appreciation with lower volatility relative to the broad equity markets. The company may invest in a wide range of securities and other investments including, but not limited to: equity securities, including common stocks, preferred stocks, convertible securities, rights and warrants, private and registered investment vehicles and exchange-traded funds; debt securities including bonds, notes, debentures, banker's acceptances and commercial paper; loans and loan participations; and mortgage-backed or asset-backed securities, including collateralized debt obligations. It may also invest in securities of U.S. and foreign companies, including those located in emerging markets, of any capitalization size. The company was founded on July 21, 2011 and is headquartered in San Mateo, CA. | Director/Board Member Corporate Secretary Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | ||
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Director/Board Member Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The private company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Templeton Worldwide, Inc. | Director/Board Member Director/Board Member President | ||
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Compliance Officer Portfolio Manager-Equities | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Corporate Officer/Principal Masters Business Admin | |
Columbia Threadneedle Multi-Manager LLP
 Columbia Threadneedle Multi-Manager LLP Investment ManagersFinance Columbia Threadneedle Multi-Manager LLP (CTMM) is a Great Britain-based investment management firm headquartered in London. The firm was founded in 2007 as Thames River Multi-Capital LLP and became BMO AM Multi-Manager LLP in 2018. They changed their name to Columbia Threadneedle Multi-Manager LLP when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTMM provides specialist fund management services to professional investors and institutions in the UK and worldwide. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
| Dartmouth College | 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 | Analyst-Equity Analyst-Equity | |
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 Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Santa Clara University | College/University | Masters Business Admin Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
| Baylor University | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Graduate Degree | |
| Franklin Investment Advisory Services, Inc. | President Compliance Officer | ||
| RBC Holdings (USA), Inc. | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
| Bahamas | 2 |
Settori
| Consumer Services | 22 |
| Finance | 13 |
| Miscellaneous | 8 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
Posizioni
| Corporate Officer/Principal | 152 |
| Director/Board Member | 128 |
| Undergraduate Degree | 82 |
| Portfolio Manager-Equities | 71 |
| Analyst-Equity | 66 |
Contatti più connessi
| Insiders | |
|---|---|
| Gregory Johnson | 31 |
| Larry Thompson | 31 |
| Ede Holiday | 27 |
| Mary Choksi | 22 |
| Rupert Johnson | 17 |
| Lori Weber | 17 |
| Breda Beckerle | 16 |
| Charlie Johnson | 15 |
| Shawn Lyons | 14 |
| Mike Luttig | 14 |
| Michael Warren | 13 |
| Wen Kai Xiang | 13 |
| Steven Gray | 12 |
| Terrence Checki | 11 |
| Harris Ashton | 11 |
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- Insiders
- Sonal Desai
- Connessioni Società
