![Todd Davies Erskine](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>)
Todd Davies Erskine is the founder of Chapman Financial Group LLC.
Former positions include Principal at ABN AMRO Asset Management USA LLC, Senior Research Analyst at Integrated Financial Management, Inc., and Principal at Bank One.
Education includes an undergraduate degree from Northwestern University.
| Sociétés | Poste | Début |
|---|---|---|
Chapman Financial Group LLC
 Chapman Financial Group LLC Investment ManagersFinance Provides investment advice | Directeur Général | - |
| Sociétés | Poste | Fin |
|---|---|---|
Bank One
 Bank One Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
ABN AMRO Asset Management USA LLC
 ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings. | Corporate Officer/Principal | - |
Integrated Financial Management. Inc.
 Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Analyst-Equity | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings. | Finance |
Integrated Financial Management. Inc.
Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank One
Bank One Regional BanksFinance State chartered commercial bank | Finance |
Chapman Financial Group LLC
Chapman Financial Group LLC Investment ManagersFinance Provides investment advice | Finance |
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