Alan Zafran

Directeur Général chez

IEQ Capital LLC

Finance

Consumer Services

Miscellaneous

Profil

Mr. Alan Zafran is a Founder & Managing Partner at IEQ Capital LLC and a Secretary, Treasurer & Director at Silicon Valley Community Foundation.
He is on the Board of Directors at Silicon Valley Community Foundation.
He also sits on the Investment Committee at IEQ Capital.
Mr. Zafran began his career at Goldman Sachs in the Private Client Group.
After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group.
In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory firm.
At Luminous, he served as a Portfolio Manager and member of the investment committee.
Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012.
At First Republic Bank, Mr. Zafran served as Senior Managing Director and Wealth Manager.
He holds a Bachelor of Arts and Science from Stanford University and MBA from Harvard Business School.

Postes actifs de Alan Zafran

Sociétés	Poste	Début
Silicon Valley Community Foundation Silicon Valley Community Foundation Investment Trusts/Mutual FundsMiscellaneous SVCF's investment committee recommends policy and provides direction for the investment of the financial assets of SVCF. Cambridge Associates has been retained by SVCF to advise on policy, asset allocation and manager selection. The committee carefully considers capital market risk and return estimates to ensure the policy allocation is appropriate for the investment objective of each pool. The investment committee reviews the policy annually. Given their long-term view, the policy is revised infrequently and in modest ways.	Directeur/Membre du Conseil	-
IEQ Capital LLC IEQ Capital LLC Investment ManagersFinance IEQ creates customized solutions that can utilize both public markets and exclusive private investment opportunities. The firm seeks to generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns, and more.	Directeur Général	01/01/2019

Tous les postes actifs de Alan Zafran

Anciens postes connus de Alan Zafran

Sociétés	Poste	Fin
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Gestionnaire de Portefeuille-Actions	01/05/2019
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Fondateur	-
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Gestionnaire de Portefeuille-Actions	30/04/2008
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Entreprise privées	8
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Finance
Silicon Valley Community Foundation Silicon Valley Community Foundation Investment Trusts/Mutual FundsMiscellaneous SVCF's investment committee recommends policy and provides direction for the investment of the financial assets of SVCF. Cambridge Associates has been retained by SVCF to advise on policy, asset allocation and manager selection. The committee carefully considers capital market risk and return estimates to ensure the policy allocation is appropriate for the investment objective of each pool. The investment committee reviews the policy annually. Given their long-term view, the policy is revised infrequently and in modest ways.	Miscellaneous
IEQ Capital LLC IEQ Capital LLC Investment ManagersFinance IEQ creates customized solutions that can utilize both public markets and exclusive private investment opportunities. The firm seeks to generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns, and more.	Finance