Profil
Todd Kevin Koffman worked as a Director of Telecommunications Equipment Research at Raymond James & Associates, Inc. from 1998 to 2012.
Prior to that, he worked as an Analyst at Lehman Brothers, Inc. from 1996 to 1998, and as a Principal at Dean Witter Reynolds, Inc. in 1995-1996.
He also worked as a Senior Research Analyst at Concourse Capital Management LLC and an Analyst at Perimeter Capital Partners LLC.
Koffman holds an MBA from Adelphi University and an undergraduate degree from The State University of New York, which he received in 1984.
Anciens postes connus de Todd Kevin Koffman
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2012 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | 01/01/1998 |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | 01/01/1996 |
Concourse Capital Management LLC
Concourse Capital Management LLC Investment ManagersFinance Profile Unavailable. | Analyst-Equity | - |
Perimeter Capital Partners LLC
Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index. | Analyst-Equity | - |
Formation de Todd Kevin Koffman
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Perimeter Capital Partners LLC
Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Adelphi University
Adelphi University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Concourse Capital Management LLC
Concourse Capital Management LLC Investment ManagersFinance Profile Unavailable. | Finance |
















