Ursprung des Netzwerks ersten Grades von Lidia Liu
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Toronto
327
| College/University | Other Consumer Services | 327 |
University of Pennsylvania
288
| College/University | Other Consumer Services | 288 |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC.
48
| Extinct | Investment Banks/Brokers | 48 |
MLV & Co. LLC
MLV & Co. LLC Investment Banks/BrokersFinance Founded in 2010, MLV & Co. LLC is a broker/dealer located in New York City. The firm is a direct subsidiary of FBR Capital Markets Holdings, Inc. and their ultimate parent is FBR & Co. (NASDAQ: FBRC), which acquired the firm in 2015. Their research focuses on small to mid-sized companies with disruptive technologies that have the potential to drive significant market changes. MLV & Co.'s coverage universe includes the life sciences, oil & gas and metals & mining sectors.
12
| Extinct | Investment Banks/Brokers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Lidia Liu
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree | |
Warburg Pincus LLC
Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Analyst | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
University of Cambridge | College/University | Graduate Degree Graduate Degree | |
Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Holocene Advisors, LP
Holocene Advisors, LP Investment ManagersFinance Holocene Advisors LP (Holocene) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by J. Brandon Haley in 2016. Holocene serves as the investment manager to several private investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Investor Private Equity Investor | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Catalyst Investors LLC
Catalyst Investors LLC Investment ManagersFinance Catalyst Investors LLC (Catalyst Investors) is private equity firm founded in 1999 by Chris John Shipman and David Ryan McNally. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
York University | College/University | Masters Business Admin Undergraduate Degree | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Graduate Degree | |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
Palladium Equity Partners Advisor LLC
Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor | |
University of British Columbia | College/University | Doctorate Degree Undergraduate Degree | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
PointState Capital LP
PointState Capital LP Investment ManagersFinance PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
ecobee, Inc.
ecobee, Inc. Electronic Equipment/InstrumentsElectronic Technology ecobee, Inc. delivers energy management solutions. It operates as an open energy management platform for residential and commercial customers to understand, manage and reduce energy consumption. The company was founded by Mark Malchiondo, John Metselaar and Stuart Lombard in July 2007 and is headquartered in Toronto, Canada. | Electronic Equipment/Instruments | Director/Board Member | |
Thomvest Asset Management, Inc.
Thomvest Asset Management, Inc. Financial ConglomeratesFinance Thomvest Asset Management, Inc. operates as an investment company. The private company is based in Redwood City, CA and has subsidiaries in Canada. | Financial Conglomerates | Director/Board Member | |
Art Gallery of Ontario
Art Gallery of Ontario Other Consumer ServicesConsumer Services Art Gallery of Ontario operates as an art museum. The company was founded in 1900 and is headquartered in Toronto, Canada. | Other Consumer Services | Corporate Officer/Principal | |
Torys LLP
Torys LLP Miscellaneous Commercial ServicesCommercial Services Torys LLP provides legal services. It specializes in aboriginal, banking and debt finance, capital markets, mergers and acquisitions, private equity, tax, intellectual property, and pensions and employment. The company was founded by John Stewart Donald Tory in 1941 and is headquartered in Toronto, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Carbon Engineering ULC
Carbon Engineering ULC Industrial MachineryProducer Manufacturing Carbon Engineering Ltd. provides technologies and facilities to synthesize clean fuels from air, water, and renewable power. Its technology captures carbon dioxide directly from the atmosphere and use carbon dioxide in the synthesis of clean transportation fuels that displace crude oil. The company was founded in 2009 and is headquartered in Squamish, Canada. | Industrial Machinery | Director/Board Member | |
Canada’s National Ballet School | College/University | Director/Board Member | |
Scorpion Capital Partners
Scorpion Capital Partners Investment ManagersFinance Scorpion Capital Partners (Scorpion Capital Partners) is a private equity firm founded by Nuno Brandolini and Kevin McCarthy in 2004. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
Optima Partners Compliance Advisory
Optima Partners Compliance Advisory Investment ManagersFinance Optima Partners Compliance Advisory is a regulatory compliance advisory firm that provides proactive and in-depth regulatory solutions tailored to meet clients' individual needs. The company is based in New York, NY, and has subsidiaries in the United Kingdom. The firm has unrivaled expertise in the regulatory landscape, strong relationships with regulators, and a deep commitment to providing clear and practical advice to clients. Optima Partners serves a diverse group of clients, including hedge funds, private equity firms, wealth managers, and other SEC registrants. The CEO of the company is Jonathan Saxton. | Investment Managers | Director/Board Member | |
Empirical Research Partners LLC
Empirical Research Partners LLC Investment Banks/BrokersFinance Founded in 2002, Empirical Research Partners LLC (ERP) is an independent investment research firm located in New York City. The firm provides services to institutional clients. ERP's research approach is based on empirical evidence. They seek to combine the macro and micro and the short- and long-run evidence into a comprehensive viewpoint. The firm employs inclusive, proprietary databases and sophisticated stock selection models that are based on judgments about human nature. ERP's ongoing research effort attempts to determine how best to translate those judgments into useful decision-making rules. The firm's portfolio strategy is based on microeconomics and seeks to exploit a variety of anomalies to identify stocks that should outperform the market. These anomalies may include misvaluation, overinvestment or retrenchment by management and excessive extrapolation of trends by investors. ERP employs a proprietary, customized database that contains large quantities of company-level data. The firm looks for situations in which the current state of affairs is untenable and the reward for patience is great. ERP's quantitative research seeks to help active portfolio managers make better decisions by exploiting recurring aspects of human nature. Their tools quantify these variables and combine them into screens or formal multifactor models that identify companies with desirable or undesirable traits. The models balance conflicting signals in a dynamic fashion, putting greater emphasis on the factor with the highest expected return at each point in time. The firm's research approach with respect to the developed markets outside of the U.S. is similar, but not identical, to the process they use in researching U.S. companies. ERP's international research considers the economic, legal, accounting, cultural and historical differences within each region and covers the broad range of issues affecting stocks and markets globally. Their stock-selection models combine measures of valuation, capital deployment, earnings quality and market reaction into a single expected return. They compare each stock to its peers within the global sector, within the geographic region and to all stocks across the entire market. | Investment Banks/Brokers | Analyst-Equity | |
Sharif University of Technology | College/University | Undergraduate Degree | |
Exl, Inc.
Exl, Inc. Internet Software/ServicesTechnology Services Exl, Inc. democratizes technology skills, tooling, and opportunities with intelligent products for the next generation of information technology professionals and businesses. The company was founded by Joseph Jeong, Sasha Varlamov and Stanislav Leo Varlamov in 2017 and is headquartered in Greensboro, NC. | Internet Software/Services | Corporate Officer/Principal | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Fixed Income | |
Northleaf Capital Partners Ltd. (United States)
Northleaf Capital Partners Ltd. (United States) Investment ManagersFinance Founded in 2009, Northleaf Capital Partners is a private equity firm located in Menlo Park, California. The firm is the U.S.investment arm of Northleaf Capital Partners Ltd., Canada's largest independent global private equity fund manager and advisor | Investment Managers | Private Equity Analyst | |
Monogram Capital Management LLC
Monogram Capital Management LLC Investment ManagersFinance Monogram Capital Management LLC (Monogram Capital Management) is a private equity firm founded in 2014 by Jared R. Stein and Oliver U. Nordlinger. The firm is headquartered in Beverly Hills, California. | Investment Managers | Private Equity Investor | |
Castanea Partners Inc
Castanea Partners Inc Investment ManagersFinance Castanea Partners Inc (Castanea Partners) is a private equity firm founded in 2001 by Robert A. Smith and Brian J. Knez. The firm is headquartered in Newton, Massachusetts. | Investment Managers | Private Equity Analyst | |
Sun Yat-Sen University | College/University | Undergraduate Degree | |
Bregal Sagemount
Bregal Sagemount Investment ManagersFinance Bregal Sagemount (Bregal Sagemount) is a private equity subsidiary of Bregal Investments LLP founded in 2012 by Adam Fuller, Michael Kosty and Pavan Tripathi. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income | |
Berkshire Partners LLC
Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Health Payment Systems, Inc.
Health Payment Systems, Inc. Packaged SoftwareTechnology Services Health Payment Systems, Inc. develops software solutions that simplify the healthcare payment experience for patients, providers and employers. The company was founded by James A. Brindley in 2005 and is headquartered in Milwaukee, WI. | Packaged Software | Director/Board Member | |
SV Health Investors LLC
SV Health Investors LLC Investment ManagersFinance SV Health Investors LLC is a Venture Capital firm, a subsidiary of SV Health Investors LLP founded in 2006. SV Health Investors LLC is headquartered in Boston. | Investment Managers | Private Equity Analyst |
Statistik
International
Vereinigte Staaten | 31 |
Kanada | 17 |
Vereinigtes Königreich | 2 |
Deutschland | 2 |
Iran | 2 |
Sektoral
Finance | 31 |
Consumer Services | 15 |
Commercial Services | 3 |
Technology Services | 3 |
Electronic Technology | 2 |
Operativ
Undergraduate Degree | 97 |
Corporate Officer/Principal | 90 |
Director/Board Member | 75 |
Analyst-Equity | 70 |
Private Equity Investor | 41 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Ripan Kadakia | 19 |
Dan Daviau | 13 |
Katie Fullalove | 13 |
Nicholas Callais | 13 |
Arlinda Lee | 12 |
George Zavoico | 12 |
Gregory P. Mitchell | 10 |
Zachary Newton | 9 |
George Babu | 9 |
Thomas Hudson | 8 |
Michael Meng | 7 |
Ethan Choi | 7 |
William Breskman | 7 |
Nitin Gupta | 7 |
Ryan Meliker | 7 |