Farukh Z. Farooqi

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Profil

Farukh Z.
Farooqi is the founder of Marquis Research LLC, which was founded in 2009.
He worked as a Managing Director at Imperial Capital LLC from 2007 to 2008, as a Senior Analyst at Kellogg Capital Group LLC in 2006, as a Research Analyst at Lehman Brothers Asset Management LLC in 1998, as a Vice President at Jefferies LLC in 2005, and as a Vice President at Merrill Lynch Private Client Group in 2002.
Mr. Farooqi holds an MBA from New York University, which he received in 1997, and an undergraduate degree from the University of Maryland, which he received in 1988.

Anciens postes connus de Farukh Z. Farooqi

Sociétés	Poste	Fin
Imperial Capital LLC Imperial Capital LLC Investment Banks/BrokersFinance Provides securities and investment banking services	President	30/10/2009
Kellogg Capital Group LLC Kellogg Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2006
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	17/02/2005
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Corporate Officer/Principal	01/01/2002
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Analyst-Equity	31/12/1998

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Sociétés liées

Entreprise privées	8
Kellogg Capital Group LLC Kellogg Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Finance
Imperial Capital LLC Imperial Capital LLC Investment Banks/BrokersFinance Provides securities and investment banking services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Finance
Marquis Research LLC Marquis Research LLC Investment ManagersFinance Provides investment research	Finance