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Profil
Dr. David Sokulsky is a Chief Executive Officer & Chief Investment Officer at Concentrated Leaders Fund Ltd. He is on the Board of Directors at Concentrated Leaders Fund Ltd. He is responsible for firm macroeconomic and market outlook, theme identification, portfolio management, trading and risk management.
He is also primarily responsible the portfolios exposure to the Financials sector.
Prior to joining Concentrated Leaders Fund, Dr. Sokulsky was Chief Investment Officer at Crestone Wealth Management, one of Australia’s premier wealth managers for high and ultra-high net worth clients.
Before this, he was the Head of Investment Strategy at UBS Wealth Management Australia.
Before that, he was a Senior Analyst and trader for a US-based global macro hedge fund, which managed capital for US institutions and high net worth individuals.
He is an expert market commentator on SKY Business and CNBC, as well as a regular contributor to the print media.
Dr. Sokulsky holds a PhD in Applied Finance from RMIT and a First-Class Honours degree in Economics from the University of Newcastle.
Anciens postes connus de David Sokulsky
| Sociétés | Poste | Fin |
|---|---|---|
| CONCENTRATED LEADERS FUND LIMITED | Directeur Général | 30/06/2020 |
Concentrated Leaders Fund Ltd. (Investment Management)
 Concentrated Leaders Fund Ltd. (Investment Management) Investment ManagersFinance CLF-IM provides investors with capital growth and a consistent yield. | Directeur Général | 01/03/2021 |
UBS Wealth Management Australia Ltd.
 UBS Wealth Management Australia Ltd. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
LGT Crestone Wealth Management Ltd.
 LGT Crestone Wealth Management Ltd. Investment ManagersFinance LGT Crestone is an active manager which focuses on long-term results to build solid, stable, balanced portfolios to last generations. The firm aims to construct portfolios tailored to client’s needs while taking advantage of market opportunities in a risk-conscious manner. They pay specific attention to risk management and portfolio stability during periods of heightened market volatility. LGT Crestone takes the global views of their research providers, as well as insights from their own in house Investment Forum, and combine this with their own analysis of asset classes, sectors and markets to formulate the firm's House View. The firm’s House View provides a framework for their long-term strategic and short-term tactical asset allocation decisions. | Directeur en chef des Investissements | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Concentrated Leaders Fund Ltd.
 Concentrated Leaders Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
UBS Wealth Management Australia Ltd.
UBS Wealth Management Australia Ltd. Investment ManagersFinance Provides wealth management services | Finance |
LGT Crestone Wealth Management Ltd.
LGT Crestone Wealth Management Ltd. Investment ManagersFinance LGT Crestone is an active manager which focuses on long-term results to build solid, stable, balanced portfolios to last generations. The firm aims to construct portfolios tailored to client’s needs while taking advantage of market opportunities in a risk-conscious manner. They pay specific attention to risk management and portfolio stability during periods of heightened market volatility. LGT Crestone takes the global views of their research providers, as well as insights from their own in house Investment Forum, and combine this with their own analysis of asset classes, sectors and markets to formulate the firm's House View. The firm’s House View provides a framework for their long-term strategic and short-term tactical asset allocation decisions. | Finance |
Concentrated Leaders Fund Ltd. (Investment Management)
Concentrated Leaders Fund Ltd. (Investment Management) Investment ManagersFinance CLF-IM provides investors with capital growth and a consistent yield. | Finance |
