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Bruce L. Koepfgen
Directeur/Membre du Conseil chez
PROTECTIVE LIFE CORP.
Profil
Bruce L.
Koepfgen is currently a Director at Janus UK Holdings Corp.
Ltd. since 2016 and a Director at Protective Life Corp.
Former roles include Chief Executive Officer at Oppenheimer Capital from 2003 to 2010, Chief Executive Officer at PEA Capital LLC from 2004 to 2006, Chief Executive Officer at Allianz Global Investors U.S.
LLC in 2010, President & Chief Executive Officer at Janus Fund, Chairman at Salomon Analytics, Independent Director at MGIC Investment Corp.
in 2011, Director at Fisher Scientific International, Inc. from 2005 to 2006, Director at GenTek, Inc., Managing Director at Smith Barney Asset Management from 1980 to 2002, Director at Mortgage Guaranty Insurance Corp., Director at Thermo Fisher Scientific, Inc. from 2006 to 2008, Co-Head-Fixed Income Sales at Salomon Brothers, Inc., President at Koepfgen Co. LLC from 1999 to 2003, President at First Trust Dynamic Europe Equity Income Fund, and Chief Financial Officer & Executive Vice President at Janus Henderson US (Holdings), Inc. from 2011 to 2013.
Education includes undergraduate studies at the University of Michigan and an MBA from Kellogg School of Management.
Postes actifs de Bruce L. Koepfgen
| Sociétés | Poste | Début |
|---|---|---|
| PROTECTIVE LIFE CORP. | Directeur/Membre du Conseil | - |
Janus UK Holdings Corp. Ltd.
 Janus UK Holdings Corp. Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Directeur/Membre du Conseil | 04/01/2016 |
Anciens postes connus de Bruce L. Koepfgen
| Sociétés | Poste | Fin |
|---|---|---|
| MGIC INVESTMENT CORPORATION | Directeur/Membre du Conseil | 04/10/2011 |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | President | 31/10/2010 |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | President | 30/06/2010 |
| THERMO FISHER SCIENTIFIC, INC. | Directeur/Membre du Conseil | 30/09/2008 |
Fisher Scientific International, Inc.
 Fisher Scientific International, Inc. Wholesale DistributorsDistribution Services Supplies scientific equipment, instruments and apparatus | Directeur/Membre du Conseil | 10/11/2006 |
Formation de Bruce L. Koepfgen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
19
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 19 |
|---|---|
MGIC Investment Corp.
 MGIC Investment Corp. Property/Casualty InsuranceFinance Operates as a holding company through its subsidiaries provides mortgage insurance and credit risk management & reinsurance services | Finance |
Protective Life Corp.
 Protective Life Corp. Life/Health InsuranceFinance Provides life insurance, annuity and asset protection solutions | Finance |
Fisher Scientific International, Inc.
Fisher Scientific International, Inc. Wholesale DistributorsDistribution Services Supplies scientific equipment, instruments and apparatus | Distribution Services |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
GenTek, Inc.
 GenTek, Inc. Electronics DistributorsDistribution Services Operates as a manufacturers representative firm that specializes in telemetry, communications, data acquisition and environmental testing, sensors & measurement systems | Distribution Services |
Janus Henderson US (Holdings), Inc.
 Janus Henderson US (Holdings), Inc. Financial ConglomeratesFinance Provides risk-managed investment strategy, manages equity, fixed income and money market services | Finance |
Janus Fund
 Janus Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
First Trust Dynamic Europe Equity Income Fund
 First Trust Dynamic Europe Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
PEA Capital LLC
 PEA Capital LLC Investment ManagersFinance PEA's investment process is centered on bottom-up fundamental research analysis. The firm begins with a quantitative analysis to determine if the stock is reasonably priced with respect to its peer group on a historical and current basis. They then conduct fundamental research by carefully evaluating the financial statement and sell-side brokerage reports. They complement their financial analysis with interviews of company management, competitors and other industry experts to establish a high level of confidence in the company's business model, future prospects and financial outlook. Portfolio holdings are monitored daily to ensure that client investment policies are strictly followed. They actively strive for diversification by constantly reviewing securities in a variety of industries. PEA gleans investment ideas from numerous sources including in-house research, Wall Street research, and investment publications. Fixed-income investment is handled by Pacific Investment Management Co. in Newport Beach, California. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mortgage Guaranty Insurance Corp.
 Mortgage Guaranty Insurance Corp. Multi-Line InsuranceFinance Provides mortgage insurance services | Finance |
Thermo Fisher Scientific, Inc.
 Thermo Fisher Scientific, Inc. Medical SpecialtiesHealth Technology Develops, manufactures and markets analytical and environment monitoring instruments | Health Technology |
Salomon Brothers, Inc.
 Salomon Brothers, Inc. Investment Banks/BrokersFinance Investment banking services | Finance |
Koepfgen Co. LLC | |
Salomon Analytics | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Janus UK Holdings Corp. Ltd.
Janus UK Holdings Corp. Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
