![Paul William Grigel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul W.
Grigel, CFA, is a Senior Analyst at Sourcerock Group LLC.
He joined Sourcerock in 2020 as a Senior Analyst covering the E&P sector.
Mr. Grigel has over 20 years of finance experience.
Mr. Grigel previously served as a Senior Analyst, Associate Director, at Macquarie publishing equity research on E&P firms where he was a top-rated analyst with recognition of his unique approach and analysis.
Prior experience includes distressed credit advisory and investing with FTI Consulting and Anschutz Investments, respectively.
He began his career in investment banking at Lehman Brothers.
He holds a BA in Economics and a BS in Finance, both with Distinction, from the University of Colorado at Boulder, and is a Chartered Financial Analyst.
Postes actifs de Paul William Grigel
| Sociétés | Poste | Début |
|---|---|---|
Sourcerock Group LLC
 Sourcerock Group LLC Investment ManagersFinance Sourcerock generally seeks capital appreciation as its primary investment objective, which it seeks to achieve through long and short investments in equities, fixed income securities, commodities, derivatives, and similar instruments in industry sectors that the firm believes will benefit from market dislocations. Sourcerock uses a fundamental investment process, which incorporates data-driven and macro trend analysis, to generate company-specific investment insights. | Analyst-Equity | 01/01/2020 |
Anciens postes connus de Paul William Grigel
| Sociétés | Poste | Fin |
|---|---|---|
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2019 |
Anschutz Investment Co.
 Anschutz Investment Co. Investment ManagersFinance Anschutz Investment invests in companies located in the United States. The firm focuses on telecommunications and technology, energy, media and entertainment, sports, and transportation. It participates in equity financing for early-stage and late-stage transactions. | Analyste en capital-investissement | 31/03/2009 |
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 | 31/12/2006 |
Formation de Paul William Grigel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anschutz Investment Co.
Anschutz Investment Co. Investment ManagersFinance Anschutz Investment invests in companies located in the United States. The firm focuses on telecommunications and technology, energy, media and entertainment, sports, and transportation. It participates in equity financing for early-stage and late-stage transactions. | Finance |
Sourcerock Group LLC
Sourcerock Group LLC Investment ManagersFinance Sourcerock generally seeks capital appreciation as its primary investment objective, which it seeks to achieve through long and short investments in equities, fixed income securities, commodities, derivatives, and similar instruments in industry sectors that the firm believes will benefit from market dislocations. Sourcerock uses a fundamental investment process, which incorporates data-driven and macro trend analysis, to generate company-specific investment insights. | Finance |
Choisissez Zonebourse 
