Provenance du réseau au premier degré de Charles Kaplan
Entité | Type d'entité | Industrie | |
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Singular Research
Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered.
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| Private Company | Investment Managers | 19 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Charles Kaplan via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
Brock University | College/University | Undergraduate Degree | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Pepperdine Graziadio Business School | College/University | Masters Business Admin | |
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
Macquarie Capital Ltd.
Macquarie Capital Ltd. Investment Banks/BrokersFinance Macquarie Capital Ltd. is the Hong Kong-based securities brokerage arm of Macquarie Group Ltd. (ASX: MQG), a global financial services group headquartered in Australia. Macquarie Capital offers brokerage services to various investors. | Investment Banks/Brokers | 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 | Corporate Officer/Principal | |
Chapman University | College/University | Undergraduate Degree | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Accountability Research Corp.
Accountability Research Corp. Investment ManagersFinance Accountability Research Corp. is an investment research firm located in Toronto, Ontario. The firm specializes in providing institutional investors and professional investment advisors with in-depth, unbiased research that focuses on valuation fundamentals and earnings quality issues. They seek to provide reports and ideas that are not available from any other source. This includes research on under-covered and out-of-favor companies, as well as in-depth analyses of earnings quality issues that impact valuation. The majority of their investment recommendations and target prices are based on adjusted free cash flows with value-oriented, longer-term horizons. | Investment Managers | Analyst-Equity | |
Hogeschool-Universiteit Brussel | College/University | Corporate Officer/Principal | |
Economic Development Corp.
Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Financial Conglomerates | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Niagara University | College/University | Masters Business Admin | |
Financial Relations Board
Financial Relations Board Miscellaneous Commercial ServicesCommercial Services Part of Interpublic Group of Cos., Inc., Financial Relations Board provides investor relations and financial communications services. The company is based in Chicago, IL. The CEO of the company is Michael W. Kempner. Financial Relations Board was acquired by True North Communications, Inc. (Old) on February 04, 1999 for $33 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Kalamazoo College | College/University | Undergraduate Degree | |
Management CV, Inc.
Management CV, Inc. Investment ManagersFinance Management CV, Inc. is a research firm located in Bethesda, Maryland, founded in 2007. The firm provides clear, unbiased information about the CEOs and other senior executives that run major public companies. Clients include equity investors and commercial lenders. Their research centers on the executives' prior track records, current performance relative to direct competitors in the industry and diligence on any important issues that might affect executive performance and motivation. They do not select stocks or predict stock market movement. They do analyze relative performance versus industry competitors. | Investment Managers | Analyst-Equity | |
Viriathus Research LLC
Viriathus Research LLC Investment ManagersFinance Viriathus Research LLC operates as an investment research firm. It offers investment banking services, exceptional and credible research, and merchant banking activities that develop and maintain institutional support. The company is headquartered in Miami, FL. | Investment Managers | Analyst-Equity | |
Mizuho Bank (USA)
Mizuho Bank (USA) Regional BanksFinance Part of Mizuho Financial Group, Inc., Mizuho Bank (USA) is a leading bank with one of the largest customer bases in the world, and an extensive international network covering financial and business centers around the world. The company is based in New York, NY. Mizuho Bank offers a range of services including advisory services, finance solutions, treasury, cash management, institutional services, and custody services. The company has over 100 branches and offices outside Japan, serving the corporate and investment banking needs of its clients worldwide. Mizuho Bank is warning consumers about ongoing social engineering scams where individuals are purporting to be representatives of the bank to scam unsuspecting consumers. The company also warns about companies identifying themselves as part of Mizuho Financial Group, which are not affiliated with the group or any of its companies. | Regional Banks | Corporate Officer/Principal | |
METLIFE, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
E. K. Riley Investments LLC
E. K. Riley Investments LLC Investment Banks/BrokersFinance Founded in 2002, E. K. Riley Investments LLC is a broker/dealer located in Seattle, Washington. The firm is a subsidiary of E. K. Riley & Co. They are a member of FINRA and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Purdue University | College/University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 24 |
Canada | 3 |
France | 2 |
Hong Kong | 2 |
Belgique | 2 |
Sectorielle
Finance | 18 |
Consumer Services | 12 |
Commercial Services | 2 |
Opérationnelle
Analyst-Equity | 26 |
Corporate Officer/Principal | 10 |
Undergraduate Degree | 6 |
Masters Business Admin | 4 |
Portfolio Manager-Equities | 2 |
Relations les plus connectées
Insiders | |
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Lisa Springer | 8 |
Jim Marrone | 6 |
Edward Engel | 6 |
Greg Eisen | 5 |
Christopher Sakai | 5 |
Frank DiLorenzo | 5 |
Robert Maltbie | 2 |
Mac Furst | 1 |
Michael Mathison | 1 |
BJ Cook | 1 |
David P. Marsh | 1 |
Brian Kutzera | 1 |
Todd Senick | 1 |
John Leonard | 1 |
Aarin Yu | 1 |
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