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Christopher William Shagawat
Gestionnaire de Portefeuille-Actions chez
Beacon Investment Advisory Services, Inc.
Profil
Mr. Christopher W.
Shagawat, CFA, is a Vice President & Portfolio Manager at Beacon Investment Advisory Services, Inc. He works directly with the senior portfolio management team in the development and implementation of Beacon Trust strategies, supporting the process with in-depth portfolio analysis and performance attribution.
Mr. Shagawat began his career in the financial service industry in 2011 with Acertus Capital Management, a subsidiary of The MDE Group.
Mr. Shagawat graduated summa cum laude with a B.S.
in finance from Rutgers Business School and is also a CFA charterholder.
Postes actifs de Christopher William Shagawat
| Sociétés | Poste | Début |
|---|---|---|
Beacon Investment Advisory Services, Inc.
 Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Gestionnaire de Portefeuille-Actions | 01/05/2015 |
Anciens postes connus de Christopher William Shagawat
| Sociétés | Poste | Fin |
|---|---|---|
The MDE Group, Inc.
 The MDE Group, Inc. Investment ManagersFinance MDE Group's 'Risk First' investment approach seeks to maximize the liquidity, transparency, tax efficiency, and adaptability of portfolios while preserving wealth and delivering attractive return potential. The firm diversifies across risk exposures and places risk first in building portfolios designed for the realities of weak growth, continued volatility and periodic crisis. They build portfolios diversified across multiple risk exposures such as equity market risk, credit risk, duration risk, currency risk, global macro risk and liquidity risk. MDE Group's 'Risk 3.0' portfolio solution provides clients with access to several unique investment strategies supplemented by the best talent available in the investment industry across a variety of asset classes. MDE Group's asset management process is based on an open-architecture investment platform of best-in-breed managers and strategies. The firm objectively evaluates any and all investment opportunities. Where they identify market voids, they have the expertise to develop unique solutions such as their 'Planned Return' and 'Third Rail' strategies. As a result, clients' portfolios are constructed with only the best strategies and managers across all risk exposures to construct a comprehensive 'Risk 3.0' portfolio. MDE Group manages separately managed accounts for high net-worth investors to offer the flexibility of direct security ownership relative to their ability to customize strategies for their investors and harvest losses. In addition, the firm employs the leverage of an institutional investor to negotiate favorable manager fee rates for their investors. MDE Group uses mutual fund investments to supplement separate accounts where appropriate. The firm may employ mutual funds to access strategies for smaller allocations or where a given strategy is otherwise unavailable to their investors. Mutual funds are also used for tactical allocations due to the ease of trading funds and the liquidity associated with mutual funds relative to commitments to separately managed accounts or other investment vehicles. The firm also offers a client-centric model of alternative investing. Where appropriate, they offer access to high quality hedge funds and funds-of-funds with a special focus on transparency, liquidity and low fees. MDE Group seeks to further diversify portfolios with non-correlated strategies to reduce overall volatility. In addition, the firm offers clients access to unique strategies that are not linked to the securities markets and which provide attractive potential returns without any direct market correlation or exposure. | Analyst-Equity | 30/04/2015 |
Acertus Capital Management LLC
 Acertus Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Christopher William Shagawat
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The MDE Group, Inc.
The MDE Group, Inc. Investment ManagersFinance MDE Group's 'Risk First' investment approach seeks to maximize the liquidity, transparency, tax efficiency, and adaptability of portfolios while preserving wealth and delivering attractive return potential. The firm diversifies across risk exposures and places risk first in building portfolios designed for the realities of weak growth, continued volatility and periodic crisis. They build portfolios diversified across multiple risk exposures such as equity market risk, credit risk, duration risk, currency risk, global macro risk and liquidity risk. MDE Group's 'Risk 3.0' portfolio solution provides clients with access to several unique investment strategies supplemented by the best talent available in the investment industry across a variety of asset classes. MDE Group's asset management process is based on an open-architecture investment platform of best-in-breed managers and strategies. The firm objectively evaluates any and all investment opportunities. Where they identify market voids, they have the expertise to develop unique solutions such as their 'Planned Return' and 'Third Rail' strategies. As a result, clients' portfolios are constructed with only the best strategies and managers across all risk exposures to construct a comprehensive 'Risk 3.0' portfolio. MDE Group manages separately managed accounts for high net-worth investors to offer the flexibility of direct security ownership relative to their ability to customize strategies for their investors and harvest losses. In addition, the firm employs the leverage of an institutional investor to negotiate favorable manager fee rates for their investors. MDE Group uses mutual fund investments to supplement separate accounts where appropriate. The firm may employ mutual funds to access strategies for smaller allocations or where a given strategy is otherwise unavailable to their investors. Mutual funds are also used for tactical allocations due to the ease of trading funds and the liquidity associated with mutual funds relative to commitments to separately managed accounts or other investment vehicles. The firm also offers a client-centric model of alternative investing. Where appropriate, they offer access to high quality hedge funds and funds-of-funds with a special focus on transparency, liquidity and low fees. MDE Group seeks to further diversify portfolios with non-correlated strategies to reduce overall volatility. In addition, the firm offers clients access to unique strategies that are not linked to the securities markets and which provide attractive potential returns without any direct market correlation or exposure. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Acertus Capital Management LLC
Acertus Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Finance |
