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Provenienza dei contatti di primo grado di Yuntao Ji
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Pennsylvania
142
| College/University | Other Consumer Services | 142 |
Purdue University
76
| College/University | Other Consumer Services | 76 |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.
45
| Operating Division | Investment Banks/Brokers | 45 |
Empirical Research Partners LLC
![]() Empirical Research Partners LLC Investment Banks/BrokersFinance Founded in 2002, Empirical Research Partners LLC (ERP) is an independent investment research firm located in New York City. The firm provides services to institutional clients. ERP's research approach is based on empirical evidence. They seek to combine the macro and micro and the short- and long-run evidence into a comprehensive viewpoint. The firm employs inclusive, proprietary databases and sophisticated stock selection models that are based on judgments about human nature. ERP's ongoing research effort attempts to determine how best to translate those judgments into useful decision-making rules. The firm's portfolio strategy is based on microeconomics and seeks to exploit a variety of anomalies to identify stocks that should outperform the market. These anomalies may include misvaluation, overinvestment or retrenchment by management and excessive extrapolation of trends by investors. ERP employs a proprietary, customized database that contains large quantities of company-level data. The firm looks for situations in which the current state of affairs is untenable and the reward for patience is great. ERP's quantitative research seeks to help active portfolio managers make better decisions by exploiting recurring aspects of human nature. Their tools quantify these variables and combine them into screens or formal multifactor models that identify companies with desirable or undesirable traits. The models balance conflicting signals in a dynamic fashion, putting greater emphasis on the factor with the highest expected return at each point in time. The firm's research approach with respect to the developed markets outside of the U.S. is similar, but not identical, to the process they use in researching U.S. companies. ERP's international research considers the economic, legal, accounting, cultural and historical differences within each region and covers the broad range of issues affecting stocks and markets globally. Their stock-selection models combine measures of valuation, capital deployment, earnings quality and market reaction into a single expected return. They compare each stock to its peers within the global sector, within the geographic region and to all stocks across the entire market.
2
| Private Company | Investment Banks/Brokers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Yuntao Ji tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Analyst-Equity Analyst-Equity Analyst-Equity | |
Trustees of the University of Pennsylvania
![]() Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Fixed Income | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Yale University | College/University | Graduate Degree Undergraduate Degree | |
JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor Corporate Officer/Principal | |
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-Fixed Income Analyst-Fixed Income | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
Joseph H Lauder Institute of Management & International | College/University | Graduate Degree Graduate Degree | |
Canisius College | College/University | Masters Business Admin Undergraduate Degree | |
Warburg Pincus LLC
![]() Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
Radian Capital LLC
![]() Radian Capital LLC Investment ManagersFinance Radian Capital LLC (Radian Capital) is a private equity firm founded in 2016 by Jordan Bettman and Weston Gaddy. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Bain Capital Ventures LP
![]() Bain Capital Ventures LP Investment ManagersFinance Bain Capital Ventures LP (Bain Capital Ventures) is a venture capital firm founded in 2001. The firm is headquartered in Boston, Massachusetts with additional offices in New York and California. The firm is wholly owned by Bain Capital LP. | Investment Managers | Private Equity Investor | |
Oaktree Capital Management LP (Real Estate)
![]() Oaktree Capital Management LP (Real Estate) Investment ManagersFinance GV Management Co. LLC is a Venture Capital firm, a subsidiary of Google LLC founded in 2009. GV Management Co. LLC is headquartered in Los Angeles with additional offices in Sydney, Seocho-gu and London. | Investment Managers | Private Equity Analyst | |
TZP Group LLC
![]() TZP Group LLC Investment ManagersFinance TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Sharif University of Technology | College/University | Undergraduate Degree | |
Exl, Inc.
![]() Exl, Inc. Internet Software/ServicesTechnology Services Exl, Inc. democratizes technology skills, tooling, and opportunities with intelligent products for the next generation of information technology professionals and businesses. The company was founded by Joseph Jeong, Sasha Varlamov and Stanislav Leo Varlamov in 2017 and is headquartered in Greensboro, NC. | Internet Software/Services | Corporate Officer/Principal | |
Butterfly Equity LP
![]() Butterfly Equity LP Investment ManagersFinance Butterfly Equity LP (Butterfly Equity) is a private equity firm founded in 2016 by Adam Waglay and Dustin Beck. The firm is headquartered in Beverly Hills, California. | Investment Managers | Private Equity Analyst | |
Valor Capital Group LLC
![]() Valor Capital Group LLC Investment ManagersFinance Valor Capital Group LLC (Valor Capital Group) is a venture capital firm founded in 2011 by Scott Sobel and Clifford Sober. The firm is headquartered in New York with an additional office in Brazil. | Investment Managers | Private Equity Analyst | |
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 | |
StepStone Group LP
![]() StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
XN Capital LLC
![]() XN Capital LLC Investment ManagersFinance XN Capital LLC is an independent hedge fund manager headquartered in Cheyenne, Wyoming. The firm was founded by Gaurav Kapadia on the principle of trading with technology. XN Capital provides some of the top managed accounts in the international Forex, commodity, and equity markets through a combination of strong technical and fundamental analysis. Along with a selection of consistently high-returning private placements in the global market, their fund offers prime investment opportunities to all investors. | Investment Managers | Analyst-Equity | |
Greenhill & Co. LLC
![]() Greenhill & Co. LLC Investment ManagersFinance Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Orange Logic LLC
![]() Orange Logic LLC Packaged SoftwareTechnology Services Orange Logic LLC is a leading provider of digital asset management and workflow automation software to enterprise clients in various industries. Orange Logic is based in Irvine, CA. The company's mission-critical Cortextm solution enables customers to manage their digital files and maintain brand consistency from one central hub, reducing workload and complexity for their marketing teams. The company was founded in 2000 by Karl Facredyn, who has been the CEO since then. | Packaged Software | Director/Board Member | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Scorpion Capital Partners
![]() Scorpion Capital Partners Investment ManagersFinance Scorpion Capital Partners (Scorpion Capital Partners) is a private equity firm founded by Nuno Brandolini and Kevin McCarthy in 2004. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
BTIG LLC
![]() BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Sales & Marketing | |
Divine Asset Management LLC
![]() Divine Asset Management LLC Investment ManagersFinance Part of Divine Holdings LLC, Divine Asset Management LLC is a financial advisory firm that takes a holistic approach to investment management. The company is based in New York, NY. The company's focus is on money awareness and they have a new and proven approach to achieving financial goals. | Investment Managers | Private Equity Investor | |
Victory Park Capital Advisors LLC
![]() Victory Park Capital Advisors LLC Investment ManagersFinance Victory Park Capital Advisors LLC (Victory Park Capital) is a private equity subsidiary of Jacob Capital LLC founded in 2007 by Richard Levy, Matthew Ray and Brendan Carroll. The firm is headquartered in Chicago, Illinois with additional offices in Los Angeles, San Francisco, and London. | Investment Managers | Private Equity Analyst | |
Riverside Partners LLC (New York)
![]() Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Analyst | |
Reverence Capital Partners LLC
![]() Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Sole Source Capital LLC
![]() Sole Source Capital LLC Investment ManagersFinance Sole Source Capital LLC (Sole Source Capital) is a private equity firm founded in 2016 by David Fredston. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Transom Capital Group LLC
![]() Transom Capital Group LLC Investment ManagersFinance Transom Capital Group LLC (Transom Capital) is an independent private equity firm founded in 2008 by Russ William Roenick. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst | |
Imperial College London | College/University | Undergraduate Degree | |
Benford Capital Partners LLC
![]() Benford Capital Partners LLC Investment ManagersFinance Benford Capital Partners LLC (Benford Capital Partners) is a private equity firm founded in 2004 by Edward Benford. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
Quadria Capital Investment Management Pte Ltd.
![]() Quadria Capital Investment Management Pte Ltd. Investment ManagersFinance Quadria Capital Investment Management Pte Ltd (Quadria Capital) is a private equity firm founded by Amit Varma and Abrar Mir in 2008. The firm is headquartered in Singapore. | Investment Managers | Private Equity Analyst | |
Documo, Inc.
![]() Documo, Inc. Packaged SoftwareTechnology Services Documo, Inc. engages in provision of document management solutions. Its products include mFax, that offers cloud fax network and mSign that secures esignatures. The company is headquartered in Wilmington, DE. | Packaged Software | Director/Board Member | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boast Capital, Inc.
![]() Boast Capital, Inc. Packaged SoftwareTechnology Services Boast Capital, Inc. helps organizations accelerate innovation using government R&D tax credits and R&D intelligence. Boast has operations across the US and Canada, and more than 1,000 innovative companies have leveraged their software to get more money, faster, and with less risk. Boast Capital is based in San Francisco, CA, and has subsidiaries in Canada. The company's software integrates financial, engineering, and project tracking data to increase the speed, accuracy, and size of eligible R&D tax credits. The company was founded by Lloyed Lobo, Dan-Alexandru Popa, and Alok Tyagi has been the CEO of the company since 2022. | Packaged Software | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Iran | 2 |
Regno Unito | 2 |
India | 2 |
Settori
Finance | 37 |
Consumer Services | 10 |
Technology Services | 5 |
Miscellaneous | 2 |
Posizioni
Director/Board Member | 142 |
Undergraduate Degree | 102 |
Corporate Officer/Principal | 67 |
Analyst-Equity | 46 |
Private Equity Investor | 45 |
Contatti più connessi
Insiders | |
---|---|
Ramanan Raghavendran | 34 |
Gary Lehman | 26 |
Christopher Franklin | 24 |
Dalton Wright | 23 |
Wendell Pritchett | 19 |
Thomas Robertson | 16 |
Yago Montenegro Mendez | 16 |
Nicholas Callais | 13 |
Dana Sadovnic | 11 |
Colette Burnette | 11 |
Jeff Peters | 10 |
Werlson Hwang | 10 |
Joshua Liang | 10 |
Carlos Alonso Torras | 9 |
Elizabeth Garcia | 8 |
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