![Steven I. Margulies](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
Prior to joining Valenzuela Capital Partners, Mr. Margulies was Senior Vice President and a portfolio manager with BMI Capital Corporation, where he was a member of a two-person team responsible for $200 million in small- to mid-cap equities.
Previously, Mr. Margulies was Senior Vice President and an equity research analyst for the firm’s affiliate, Brean Murray & Co., where he provided sell-side research coverage for a broad range of small and mid-cap value companies.
His additional experience includes four years at the law firm of Debevoise & Plimpton as an associate, responsible for structuring, negotiating and drafting corporate finance transactions for both public and private offerings of equity, debt and convertible securities, as well as M&A transactions.
Mr. Margulies holds degrees from New York University - a BS in Economics and Management, where he graduated cum laude and received the Founder’s Day Award for academic excellence, a JD from the School of Law, where he was a Staff Member on the Annual Survey of American Law, and an MBA in Finance from the Leonard N.
Stern School of Business.
He has held Series 7 and Series 63 licenses.
Anciens postes connus de Steven I. Margulies
| Sociétés | Poste | Fin |
|---|---|---|
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Analyst-Equity | 01/01/2006 |
Brean Murray & Co.
 Brean Murray & Co. Investment Banks/BrokersFinance Provides investment banking, equity research, institutional sales and trading, syndicate, and asset management services | Analyst-Equity | 17/07/2002 |
BMI Capital LLC
 BMI Capital LLC Investment ManagersFinance BMI Capital employs a growth-at-a-reasonable price (GARP) investment approach. The firm tends to invest in the stocks of US companies in the non-energy minerals, finance and producer manufacturing sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. BMI Capital's research includes analysis of companies' financial fundamentals, management dynamics and industry and competitive trends. The firm maintains a very low turnover | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Finance |
BMI Capital LLC
BMI Capital LLC Investment ManagersFinance BMI Capital employs a growth-at-a-reasonable price (GARP) investment approach. The firm tends to invest in the stocks of US companies in the non-energy minerals, finance and producer manufacturing sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. BMI Capital's research includes analysis of companies' financial fundamentals, management dynamics and industry and competitive trends. The firm maintains a very low turnover | Finance |
Brean Murray & Co.
Brean Murray & Co. Investment Banks/BrokersFinance Provides investment banking, equity research, institutional sales and trading, syndicate, and asset management services | Finance |
