Michael Alan Meagher

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Profil

Mr. Michael A. Meagher is Executive Vice President at CAZ Investments LP.
He is also Member of the Investment Committee.
Mr. Meagher was employed as Founding Member & Chief Investment Officer by Inroads Capital Management LLC, President by Roger H.
Jenswold & Co., Inc., Vice President by American Capital Management & Research, Inc., Investment Supervision Senior Consultant by Mercer-Hansen and Investment Officer by American General Capital Management.
Mr. Meagher received his BS in Business Administration from Louisiana State University and MBA, with a concentration in Finance, from the University of Houston.
He is a Chartered Financial Analyst.

Anciens postes connus de Michael Alan Meagher

Sociétés	Poste	Fin
CAZ Investments LP CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions.	Membre du Comité d'Investissement	31/08/2015
Inroads Capital Management LLC Inroads Capital Management LLC Investment ManagersFinance Inroads Capital Management (ICM) tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, industrial services, healthcare technology, finance and energy minerals sectors. The firm maintains a high turnover rate. For individual investors, ICM customizes investment strategies and asset allocations based on each client's unique objectives. The firm develops each client's investment strategy to provide the appropriate combination of: (1) asset allocation and diversification (2) potential portfolio return opportunity (3) possible portfolio risk and (4) cash flow/withdrawal element. They offer the following strategies for individual investors: equities, fixed-income, balanced and tactical growth & income. For institutional investors, ICM offers equity and concentrated equity investment strategies.	Fondateur	01/08/2011
American Capital Management & Research, Inc. American Capital Management & Research, Inc. Investment Banks/BrokersFinance Security & commodity exchanges	Corporate Officer/Principal	01/01/2003
Roger H. Jenswold & Co., Inc. Roger H. Jenswold & Co., Inc. Investment ManagersFinance Roger H. Jenswold & Co.'s (RJC) investment style incorporates both growth and value philosophies. The resulting blend, GARP, seeks to limit the risks of growth stocks by keeping price at the forefront of all investment decisions. They select stocks using a bottom-up, fundamental approach. The companies selected have positive business outlooks, improving cash flow returns on internal investment, improving Wall Street analysts' estimates of future earnings, attractive reinvestment opportunities in their respective business and reasonable current stock price valuations. They do not attempt to time the market. The firm's balanced asset mix is determined by each client's specific needs and objectives. In particular, a client's cash-flow demands and his tolerance for market value volatility determine the relative weighting of equities and fixed-income in a balanced portfolio. The allocation among the various classes of securities may shift as one asset class outperforms the others. The portfolio manager may opt to accept this new market value revision in asset allocation as long as the resulting market-driven asset mix is still consistent with the client's longer-term goals and, therefore, does not jeopardize the likelihood of attaining those goals. Once the asset allocation guidelines are determined, the specific stocks are selected from the firm's buy list. The fixed investment portion is typically structured to moderate volatility for more risk-averse client objectives or as a means to immunize clients from specific future cash liabilities. To immunize cash flow liabilities, the firm matches bond maturity dates and par amounts with the timing and amounts of future cash flow obligations anticipated by the client. The remaining fixed-income funds are invested in bonds having an ascending series of maturity dates. RJC avoids the lure of predicting oscillations within interest rate markets. Additionally, the firm examines the operational and financial results of the issuing company to ascertain its ability to meet its future debt servicing obligations before buying for the client.	President	01/01/2002
KPMG Peat Marwick LLP KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-

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Entreprise privées	7
Roger H. Jenswold & Co., Inc. Roger H. Jenswold & Co., Inc. Investment ManagersFinance Roger H. Jenswold & Co.'s (RJC) investment style incorporates both growth and value philosophies. The resulting blend, GARP, seeks to limit the risks of growth stocks by keeping price at the forefront of all investment decisions. They select stocks using a bottom-up, fundamental approach. The companies selected have positive business outlooks, improving cash flow returns on internal investment, improving Wall Street analysts' estimates of future earnings, attractive reinvestment opportunities in their respective business and reasonable current stock price valuations. They do not attempt to time the market. The firm's balanced asset mix is determined by each client's specific needs and objectives. In particular, a client's cash-flow demands and his tolerance for market value volatility determine the relative weighting of equities and fixed-income in a balanced portfolio. The allocation among the various classes of securities may shift as one asset class outperforms the others. The portfolio manager may opt to accept this new market value revision in asset allocation as long as the resulting market-driven asset mix is still consistent with the client's longer-term goals and, therefore, does not jeopardize the likelihood of attaining those goals. Once the asset allocation guidelines are determined, the specific stocks are selected from the firm's buy list. The fixed investment portion is typically structured to moderate volatility for more risk-averse client objectives or as a means to immunize clients from specific future cash liabilities. To immunize cash flow liabilities, the firm matches bond maturity dates and par amounts with the timing and amounts of future cash flow obligations anticipated by the client. The remaining fixed-income funds are invested in bonds having an ascending series of maturity dates. RJC avoids the lure of predicting oscillations within interest rate markets. Additionally, the firm examines the operational and financial results of the issuing company to ascertain its ability to meet its future debt servicing obligations before buying for the client.	Finance
CAZ Investments LP CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions.	Finance
Inroads Capital Management LLC Inroads Capital Management LLC Investment ManagersFinance Inroads Capital Management (ICM) tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, industrial services, healthcare technology, finance and energy minerals sectors. The firm maintains a high turnover rate. For individual investors, ICM customizes investment strategies and asset allocations based on each client's unique objectives. The firm develops each client's investment strategy to provide the appropriate combination of: (1) asset allocation and diversification (2) potential portfolio return opportunity (3) possible portfolio risk and (4) cash flow/withdrawal element. They offer the following strategies for individual investors: equities, fixed-income, balanced and tactical growth & income. For institutional investors, ICM offers equity and concentrated equity investment strategies.	Finance
KPMG Peat Marwick LLP KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
American Capital Management & Research, Inc. American Capital Management & Research, Inc. Investment Banks/BrokersFinance Security & commodity exchanges	Finance
Louisiana State University Louisiana State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Houston University of Houston Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services