Phillip Wool
Head-Equity Investments bei Rayliant Investment Research
Ursprung des Netzwerks ersten Grades von Phillip Wool
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Washington University in St. Louis
157
| College/University | Other Consumer Services | 157 |
UCLA Anderson School of Management
108
| College/University | Other Consumer Services | 108 |
Rayliant Investment Research
Rayliant Investment Research Investment ManagersFinance Rayliant Investment Research, dba Rayliant Asset Management (Rayliant), is a SEC-registered, global asset management firm headquartered in Pasadena, California. The firm is a wholly-owned subsidiary of Rayliant Global Advisors Ltd., owned by Veritas Liberabit Vos LLC. Rayliant provide advice to institutional and private clients.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Phillip Wool
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Dentons US LLP
Dentons US LLP Miscellaneous Commercial ServicesCommercial Services Dentons US LLP provides legal services. The firm provides its services for businesses, nonprofit organizations and individuals. Its practice areas include civil, common, Sharia and Chinese law. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | General Counsel | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Investment Managers | Founder Analyst-Equity | |
OAK STREET HEALTH, INC. | Medical/Nursing Services | General Counsel | |
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 Private Equity Investor | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Graduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Corporate Officer/Principal | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Wind Point Advisors LLC
Wind Point Advisors LLC Investment ManagersFinance Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst | |
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 Consultant / Advisor Graduate Degree | |
National Surgical Hospitals LLC
National Surgical Hospitals LLC Miscellaneous Commercial ServicesCommercial Services National Surgical Hospitals, Inc. provides facilities management services to surgical hospitals and ambulatory medical centers. It owns or manages ambulatory surgery centers and surgical hospitals specializing in orthopedic surgery, spine and back, pain management, and neurosurgery. The company was founded by Bryan S. Fisher, Dennis D. Solheim, and John G. Rex-Waller in 1998 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | General Counsel | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Analyst-Equity | |
University of California, Los Angeles | College/University | Doctorate Degree Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree Consultant / Advisor Masters Business Admin | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | Trading-Fixed Income Market Strategist | |
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
St. Patrick Center
St. Patrick Center Services to the Health IndustryHealth Services St. Patrick Center provides homeless and health services. It provides housing, employment and health opportunities for people who are homeless or at risk of becoming homeless. The company was founded by Edith Cunnane and is headquartered in St. Louis, MO. | Services to the Health Industry | Director/Board Member Chief Executive Officer | |
The Gabriel Management Group LLC
The Gabriel Management Group LLC Investment ManagersFinance The Gabriel Management Group LLC (The Gabriel Management Group) is a private equity firm founded in 2003 by Robert Palmer and David Theodoro. It is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor Private Equity Investor | |
THE NEW HOME COMPANY INC. | Homebuilding | Director/Board Member | |
Orange County Community Foundation (California)
Orange County Community Foundation (California) Miscellaneous Commercial ServicesCommercial Services Orange County Community Foundation is a non-profit organization that provides assistance to donors and strengthens local non profit agencies with financial support and training programs. Its services include philanthropic planning, encourage, support, and facilitate philanthropy in Orange County. The foundation was founded by Judith Swayne in 1989 and is headquartered in Newport Beach, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Big Canyon Country Club
Big Canyon Country Club Movies/EntertainmentConsumer Services Big Canyon Country Club operates as a country club which provides special events including weddings, baby showers, anniversaries, birthdays and bar parties. The company was founded in 1971 and is headquartered in Newport Beach, CA. | Movies/Entertainment | Director/Board Member | |
Beach Point Capital Management LP
Beach Point Capital Management LP Investment ManagersFinance Beach Point Capital Management LP (Beach Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 2009 by Carl Goldsmith and Scott Klein, through a management buyback of the alternative high yield business of Post Advisory Group LLC. Beach Point offers specialized funds and customized managed accounts designed to meet specific client needs and return objectives. Their clients include public and corporate pension funds and endowments in the US and Europe. | Investment Managers | Analyst-Fixed Income | |
Quantitative Services Group LLC
Quantitative Services Group LLC Investment ManagersFinance Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth. | Investment Managers | Director of Research - Fxd Inc | |
Sage Hill School
Sage Hill School Other Consumer ServicesConsumer Services Sage Hill School operates as a co-educational college. The private company is based in Newport Coast, CA. The company was founded by Richard Arthur Gadbois. | Other Consumer Services | Corporate Officer/Principal | |
XIAMEN KINGDOMWAY GROUP COMPANY | Pharmaceuticals: Major | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
Cometeer, Inc.
Cometeer, Inc. Food: Specialty/CandyConsumer Non-Durables Cometeer, Inc. engages in manufacturing of coffee. The company is headquartered in Bedford, MA.. | Food: Specialty/Candy | Consultant / Advisor | |
Shanghai Fortune Telecommunication Technology Development Co.
Shanghai Fortune Telecommunication Technology Development Co. Computer CommunicationsElectronic Technology Shanghai Fortune Telecommunication Technology Development Co. provides fiber optic transmission equipment, data communications systems, and network management solutions. The company is based in Shanghai, China. The Chinese company is ultimately controlled by the Government of China. | Computer Communications | Director/Board Member | |
China Huaxin Post & Telecommunications Economy Development
China Huaxin Post & Telecommunications Economy Development Financial ConglomeratesFinance China Huaxin Post & Telecommunications Economy Development operates as an investment and operations platform in the information industry. The company is based in Beijing, China. The Chinese company is ultimately controlled by the Government of China. | Financial Conglomerates | Corporate Officer/Principal | |
Nankai University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 43 |
China | 6 |
Sektoral
Finance | 20 |
Consumer Services | 18 |
Commercial Services | 5 |
Health Services | 3 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 122 |
Undergraduate Degree | 99 |
Director/Board Member | 89 |
Masters Business Admin | 48 |
Analyst-Equity | 47 |
Am stärksten vernetzte Beziehungen
Insiders | |
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David Peacock | 24 |
Gabe Greenbaum | 15 |
Jason Hsu | 14 |
Stuart Gabriel | 13 |
Nick Davis | 12 |
Mike Schopin | 12 |
Konrad A. Salaber | 12 |
Jeff Dorman | 12 |
Matthew A. London | 12 |
David Karandish | 11 |
Michael J. Berchtold | 10 |
Hugh Browne | 9 |
Jonah Glick | 9 |
Guan Dong Wang | 9 |
Darren Weiss | 8 |
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