David Louis Fogel
Finanzdirektor/CFO bei IQ Physical Diamond Trust
Ursprung des Netzwerks ersten Grades von David Louis Fogel
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.
11
| Subsidiary | Investment Managers | 11 |
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY.
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
IndexIQ Trust
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Groton Partners LLC
 Groton Partners LLC Investment Banks/BrokersFinance Groton Partners LLC provides financial advisory services. The private company is based in New York, NY and has subsidiaries in the United States. The CEOs are Christopher McGhee, Luis E. Rinaldini, Michael Yon. The company was founded by Luis E. Rinaldini.
6
| Private Company | Investment Banks/Brokers | 6 |
Smartportfolio.com, Inc.
 Smartportfolio.com, Inc. Internet Software/ServicesTechnology Services Smartportfolio.com, Inc. operates a financial newsletter business via the Internet. The company was founded by David L. Fogel and Gregory D. Bassuk in 1998 and is headquartered in New York, NY.
1
| Extinct | Internet Software/Services | 1 |
IQ Physical Diamond Trust
 IQ Physical Diamond Trust Wholesale DistributorsDistribution Services IQ Physical Diamond Trust operates as a common law trust that holds physical diamonds to issue Baskets in exchange for deposits of diamonds and to distribute diamonds in connection with redemptions of Baskets. The trust intends to issue additional Shares on a continuous basis. Its investment objective is to reflect the performance of the price of Diamond Parcels, less the expenses of the Trust's operations. The company was founded in 2012 and is headquartered in Rye Brook, NY.
1
| Private Company | Wholesale Distributors | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Louis Fogel
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer Compliance Officer | |
| MainStay Funds Trust | Compliance Officer President Compliance Officer | ||
| MainStay VP Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer President Compliance Officer | |
| MainStay Funds | Investment Trusts/Mutual Funds | Compliance Officer President Compliance Officer | |
| MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer Compliance Officer | |
Trevi Management LP
 Trevi Management LP Investment ManagersFinance Trevi Management LP (Trevi Health Capital) is a private equity firm founded in 2005 by David Robbins and Andrew Fink. The firm is headquartered in New York with an additional office in London. | Investment Managers | Founder Private Equity Analyst Corporate Officer/Principal | |
| IndexIQ ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Executive Officer | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| TIME INC | Publishing: Books/Magazines | Corporate Officer/Principal Corporate Officer/Principal | |
| UNISYS CORPORATION | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal | |
MedAvante, Inc.
 MedAvante, Inc. Packaged SoftwareTechnology Services MedAvante, Inc. provides signal detection solutions in clinical trials of treatments for central nervous system disorders. It offers Virgil investigative study platform for site-based assessments; and MedAvante central ratings for live assessments. The firm also offers scientific risk reduction services. The company was founded by Paul M. Gilbert, Amy Ellis, Peter B. Tilles, Livingston Johnson and Avik Roy in 2002 and is headquartered in Hamilton, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
AS Birch Grove LP
 AS Birch Grove LP Investment ManagersFinance AS Birch Grove LP provides asset management services. The private company is located in the US and has subsidiaries in the UK, the Cayman Islands, and the United States. The CEO of the American company is Jonathan Israel Berger. | Investment Managers | President Private Equity Investor | |
Maui Imaging, Inc.
 Maui Imaging, Inc. Medical SpecialtiesHealth Technology Maui Imaging, Inc. develops ultrasonic imaging devices. It engages in the development and distribution of ultrasonic imaging devices. The company was founded in 2006 and is headquartered in Sunnyvale, CA. | Medical Specialties | Director/Board Member Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Wasserstein Perella & Co., Inc. | Corporate Officer/Principal Director/Board Member | ||
| Wombat Capital Ltd. | Private Equity Investor Private Equity Investor | ||
England & Co.
 England & Co. Investment Banks/BrokersFinance England & Co. provides investment banking and advisory services. It offers services to the energy and infrastructure technology, financial services, healthcare and software and information technology sectors. The company was founded by Craig W. England in 2002 and is headquartered in Bethesda, MD. | Investment Banks/Brokers | Private Equity Investor Consultant / Advisor | |
| HENRY SCHEIN, INC. | Medical Distributors | Private Equity Investor Private Equity Investor | |
| Epsilon Securities LLC | Private Equity Investor Private Equity Investor | ||
Synvasive Technology, Inc.
 Synvasive Technology, Inc. Medical SpecialtiesHealth Technology Located in Reno, Nevada, Synvasive Technology, Inc. develops, manufactures and distributes patented and proprietary instruments enhancing reconstructive Orthopedic surgery. Synvasive recently introduced, the LIBRA® Dynamic Knee Balancing System a revolutionary new instrument system for achieving optimal outcomes for primary knee replacement patients. LIBRA® provides a quick and effective method for flexion gap balancing during TKR surgery by achieving dynamic balance, with the patella reduced, prior to completing A/P femoral cuts. The company recently released eLIBRA® Soft Tissue Force Sensing System. This electronic sensor and display technology allows the surgeon to digitally confirm flexion gap balance and dynamically establish femoral rotation, PRIOR to committing to the A/P femoral bone cuts. For nearly twenty years, Synvasive has been a provider of some of the most advanced surgical cutting technology in the market. Synvasive is the exclusive provider of the patented large bone surgical saw blades, STABLECUT®, an industry gold standard. | Medical Specialties | Director/Board Member Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Cardionomic, Inc.
 Cardionomic, Inc. Medical/Nursing ServicesHealth Services Cardionomic, Inc. engages in the development of medical devices. The company was founded in 2011 and is headquartered in New Brighton, MN. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Enspire DBS Therapy, Inc.
 Enspire DBS Therapy, Inc. Pharmaceuticals: MajorHealth Technology Enspire DBS Therapy, Inc. develops deep brain stimulation therapy. The firm develops a proprietary deep brain stimulation therapy to restore motor function for stroke survivors living with disability. The company is headquartered in Chagrin Falls, OH. | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
Baleon Capital
 Baleon Capital Investment ManagersFinance leon capital (Baleon capital) is a venture capital founded in 2020. The firm is headquartered in Miami, Florida. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
New York Life Investment Management Holdings LLC
 New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC is a company that provides investment advice. New York Life Investment Management Holdings LLC is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015. | Investment Managers | Compliance Officer Chief Operating Officer | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Corporate Officer/Principal Director/Board Member | |
Lazard Frères & Co. LLC
 Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Informa Media, Inc.
 Informa Media, Inc. Advertising/Marketing ServicesCommercial Services Informa Media, Inc. publishes trade magazines. It provides tools and information that help business professionals to do their jobs better. Its products include fleet discovery, aviation week application, delicious living newsletter, and in-article video. The company was founded in 1886 and is headquartered in New York, NY. | Advertising/Marketing Services | Corporate Officer/Principal | |
McGovern Capital LLC
 McGovern Capital LLC Investment ManagersFinance McGovern Capital LLC (McGovern Capital) is a venture capital firm founded in 1989. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Director/Board Member | |
AXS Investments LLC
 AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Investment Managers | Chief Executive Officer | |
FS Fund Advisor LLC
 FS Fund Advisor LLC Investment ManagersFinance FS Fund Advisor LLC (FFA) is a registered investment adviser headquartered in Philadelphia, Pennsylvania. FFA manages funds for financial advisors, individuals and institutions. | Investment Managers | Portfolio Manager-Equities | |
Franklin Square Holdings LP
 Franklin Square Holdings LP Investment ManagersFinance Franklin Square Holdings LP (FS Investment) is a private equity firm founded in 2007 by David J. Adelman, Randy I. Anderson and Michael Craig Forman. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Private Equity Investor | |
| Georgetown University Law Center | College/University | Graduate Degree | |
| IBM | Packaged Software | Corporate Officer/Principal | |
Weil, Gotshal & Manges LLP
 Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| THESTREET, INC. | Commercial Printing/Forms | Sales & Marketing | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
NYLIFE Distributors LLC
 NYLIFE Distributors LLC Investment Banks/BrokersFinance Part of New York Life Insurance Co., NYLIFE Distributors LLC is an asset manager with over $600 billion in assets under supervision. The company is based in Parsippany, NJ. NYLIFE Distributors provides investment solutions that help clients reach their goals through a long-lasting focus and diverse boutique perspectives. The company's multi-asset solutions offer diversification through a combination of asset classes, providing the potential for attractive income and capital appreciation. The company's latest report suggests that it may be time to consider rebalancing and reallocating the stocks and bonds in your portfolio, further diversifying within asset classes. Stephen P. Fisher has been the CEO of the company since 2008. | Investment Banks/Brokers | Chairman | |
| Birla Institute of Technology & Science | College/University | Graduate Degree | |
| NYLIM Service Co. LLC | Chairman | ||
| St. Lawrence University | College/University | Undergraduate Degree | |
| State University of New York at Albany | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Indien | 2 |
| Kanada | 2 |
Sektoral
| Finance | 18 |
| Consumer Services | 13 |
| Miscellaneous | 6 |
| Technology Services | 4 |
| Health Technology | 4 |
Operativ
| Director/Board Member | 51 |
| Corporate Officer/Principal | 46 |
| Private Equity Investor | 23 |
| Undergraduate Degree | 17 |
| Portfolio Manager-Equities | 16 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jon David Friedland | 20 |
| David Jon | 17 |
| Andrew A. Fink | 15 |
| Reena Aggarwal | 14 |
| Greg Bassuk | 14 |
| Kirk Lehneis | 13 |
| Michael Pignataro | 12 |
| Scott Cragg | 12 |
| Teddy Fusaro | 11 |
| Jesse Lovejoy | 11 |
| Kevin Bopp | 11 |
| Adam Patti | 10 |
| Yi-Chia Kuo | 7 |
| Gregory Yury Sivin | 7 |
| Laura Simione | 7 |
- Börse
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- Unternehmensverbindungen
