Marc Friezo
Portfolio Manager-Aktien bei Flow State Investments LP
Profil
Marc J.
Friezo is currently a Partner & Portfolio Manager at Flow State Investments LP since 2023.
Prior to this, he worked as a Managing Director at Advent Capital Management LLC from 2011 to 2022, a Managing Director & Portfolio Manager at Lydian Asset Management LP from 2003 to 2011, a Managing Director at Merrill Lynch & Co., Inc. from 1994 to 2002, and an Associate at McMahan Securities Co. LP in 1992.
Friezo received his undergraduate degree from Texas Christian University in 1987.
Aktive Positionen von Marc Friezo
Unternehmen | Position | Beginn |
---|---|---|
Flow State Investments LP
Flow State Investments LP Investment ManagersFinance Flow State Investments LP is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph "Joe” Scoby and is owned by Joseph F. Scoby Revocable Trust. They provide investment advice to high-net-worth clients. | Portfolio Manager-Aktien | 01.03.2023 |
Ehemalige bekannte Positionen von Marc Friezo
Unternehmen | Position | Ende |
---|---|---|
Advent Capital Management LLC
Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Portfolio Manager-Fixed Income | 01.08.2022 |
Lydian Asset Management LP
Lydian Asset Management LP Investment ManagersFinance Founded by David C. Friezo in 1999, Lydian Asset Management LP is a hedge fund manager located in Westport, Connecticut. They manage the Lydian Partners II LP and the Lydian Global Opportunities Partners LP | Portfolio Manager-Aktien | 30.09.2011 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30.11.2002 |
McMahan Securities Co. LP
McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Analyst-Equity | 31.12.1993 |
Ausbildung von Marc Friezo
Texas Christian University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Advent Capital Management LLC
Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Finance |
Lydian Asset Management LP
Lydian Asset Management LP Investment ManagersFinance Founded by David C. Friezo in 1999, Lydian Asset Management LP is a hedge fund manager located in Westport, Connecticut. They manage the Lydian Partners II LP and the Lydian Global Opportunities Partners LP | Finance |
McMahan Securities Co. LP
McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Flow State Investments LP
Flow State Investments LP Investment ManagersFinance Flow State Investments LP is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph "Joe” Scoby and is owned by Joseph F. Scoby Revocable Trust. They provide investment advice to high-net-worth clients. | Finance |