Burt Malkiel

Corporate Officer/Principal chez WEALTHFRONT CORPORATION

92 ans

Finance

Consumer Services

Health Technology

Profil

Burton Gordon Malkiel was the founder of AlphaShares LLC, founded in 2007, where the title held was Chief Investment Officer.
Dr. Malkiel was the founder of Baochuan Capital Management LLC, founded in 2010, where the title held was Chairman.
Dr. Malkiel currently holds the position of Director at American Philosophical Society, Director at Genmab, Inc., Director at The Maldeb Foundation, Inc. since 2013, Professor-Economics at Princeton University since 1988, Member-Trustee Board at Corvina Foundation, Inc. since 2012, Chief Investment Officer at Wealthfront Corp.
since 2012, and Chief Investment Officer at Wealthfront Advisers LLC since 2012.
Former positions include Director at BKF Capital Group, Inc., Director at The Vanguard Group, Inc., Independent Director at Genmab A from 2014 to 2018, Independent Director at Innoviva, Inc. from 2011 to 2014, Independent Director at Theravance Biopharma, Inc. from 2013 to 2024, Member at Council of Economic Advisers, President at American Finance Association, Officer at United States Army Finance Corps, Investment Banker at Smith Barney & Co., Inc., President at International Atlantic Economic Society, and Dean at Yale School of Management in 1988.
Education includes an undergraduate degree from Harvard University conferred in 1953, a doctorate from Princeton University conferred in 1964, and an MBAistration from Harvard Business School.

Postes actifs de Burt Malkiel

Sociétés	Poste	Début
WEALTHFRONT CORPORATION	Corporate Officer/Principal	01/11/2012
Wealthfront Advisers LLC Wealthfront Advisers LLC Investment ManagersFinance Wealthfront Advisers provides clients with investment advice that is based on Modern Portfolio Theory (MPT) which seeks to achieve maximum long-term, risk-adjusted, after-tax, net of fee returns. The firm creates an individualized investment plan using the optimal asset classes in which to invest, the most efficient and inexpensive ETFs to represent each of those asset classes, and the ideal mix of asset classes based on the client’s specific risk tolerance. They adhere to a long-term, “buy-and-hold” investment philosophy.	Directeur en chef des Investissements	01/11/2012
American Philosophical Society American Philosophical Society Miscellaneous Commercial ServicesCommercial Services Operates scholarly organization that promotes knowledge in the sciences and humanities	Directeur/Membre du Conseil	-
The Maldeb Foundation, Inc.	Directeur/Membre du Conseil	-
Genmab, Inc. Genmab, Inc. Miscellaneous Commercial ServicesCommercial Services Creates and develops human antibodies for the treatment of life-threatening and debilitating diseases	Directeur/Membre du Conseil	-
Corvina Foundation, Inc.	Directeur/Membre du Conseil	22/02/2012
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	01/01/1988

Tous les postes actifs de Burt Malkiel

Anciens postes connus de Burt Malkiel

Sociétés	Poste	Fin
THERAVANCE BIOPHARMA, INC.	Directeur/Membre du Conseil	08/05/2024
GENMAB A/S	Directeur/Membre du Conseil	01/06/2018
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Sociétés liées

Entreprise privées	22
BKF Capital Group, Inc. BKF Capital Group, Inc. Financial ConglomeratesFinance Operates as a holding company which invests in technology companies through its subsidiary	Finance
The Vanguard Group, Inc. The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Genmab A/S Genmab A/S BiotechnologyHealth Technology Operates as a biotechnology company for improving the lives of people with cancer and serious diseases through antibody medicines	Health Technology
Innoviva, Inc. Innoviva, Inc. Pharmaceuticals: MajorHealth Technology Operates as a biopharmaceutical company that manufactures respiratory drugs	Health Technology
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Council of Economic Advisers Council of Economic Advisers General GovernmentGovernment Provides economic advices to the President	Government
American Philosophical Society American Philosophical Society Miscellaneous Commercial ServicesCommercial Services Operates scholarly organization that promotes knowledge in the sciences and humanities	Commercial Services
American Finance Association
Genmab, Inc. Genmab, Inc. Miscellaneous Commercial ServicesCommercial Services Creates and develops human antibodies for the treatment of life-threatening and debilitating diseases	Commercial Services
Corvina Foundation, Inc.
AlphaShares LLC AlphaShares LLC Financial ConglomeratesFinance Provides investment services	Finance
United States Army Finance Corps United States Army Finance Corps General GovernmentGovernment Engages in financial operations of payroll and contracting	Government
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Wealthfront Corp. Wealthfront Corp. Packaged SoftwareTechnology Services Develops investment platform	Technology Services
International Atlantic Economic Society International Atlantic Economic Society Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization	Commercial Services
The Maldeb Foundation, Inc.
Baochuan Capital Management LLC Baochuan Capital Management LLC Investment ManagersFinance Baochuan Capital Management (BaoCap) employs a variety of analytical models in formulating investment strategies and managing accounts. Among others, the firm uses fundamental analysis, technical analysis, quantitative analysis and cyclical analysis. BaoCap analyzes the underlying value of a company that issues securities by examining financial statements, price/earnings ratio, competitiveness, management, revenue, relevant markets and competitors of the issuing company. They also examine historical price patterns and trading behavior and monitor current market trends and sentiments as indicated by price movements. BaoCap currently offers clients a number of investment strategies available in different investment products. Their main strategies include the Green Dragon Strategy and the Black Dragon Strategy. In managing the Green Dragon Strategy, BaoCap applies a buy-write strategy to the Chinese equity markets. Specifically, they seek to buy a diversified portfolio of Chinese equities (the Long Portfolio), while managing risk by systematically selling call options on Chinese equity indices that the investment manager believes to have a high correlation with the Long Portfolio (the Short Portfolio). The Long Portfolio typically consists of 25 to 100 of the largest Chinese companies listed on major international exchanges and available to non-Chinese investors. The Long Portfolio largely includes shares of Chinese companies that trade on the Hong Kong Stock Exchange (i.e., HShares or Red Chips) and on the NYSE or NASDAQ (i.e., N-Shares). However, the Long Portfolio may include shares of Chinese companies that trade on other stock exchanges. At this time, the Long Portfolio does not include shares that trade on Chinese exchanges in Shanghai or Shenzhen (i.e., A-Shares or B-Shares). BaoCap attempts to select and weigh the Long Portfolio to provide broad diversification with respect to the Chinese equity markets and high correlation with a basket of Chinese indices that have tradable and liquid options markets. The Short Portfolio strategy is designed to generate income, enhance returns and reduce risk by systematically selling a succession of near-term (generally within one to three months) at-the-money or slightly out-of-the-money call options on Chinese equity indices and/or securities based on such indices. The notional value of the Short Portfolio will be equal to roughly 100% of the Long Portfolio. Because Chinese equity markets are extremely volatile, the premiums received from selling such options are higher than the premiums that might be received from selling call options on more developed markets such as those in the US. In managing the Black Dragon Strategy, the firm seeks to purchase a long portfolio of high quality Chinese companies when they are available at prices they believe are undervalued. They may also opportunistically sell short other Chinese equities they believe are overvalued. The portfolio typically consists of 1 to 20 Chinese companies listed on major international exchanges and available to non-Chinese investors. The portfolio largely includes shares of Chinese companies that trade on the Hong Kong Exchange (i.e., H-Shares or Red Chips) and on the NYSE or NASDAQ (i.e., N-Shares). The portfolio may include shares of Chinese companies that trade on other stock exchanges. At this time, the portfolio does not include shares that trade on Chinese exchanges in Shanghai or Shenzhen (i.e., A-Shares or B-Shares). The portfolio may also include non-Chinese companies that have business dealings in and with China, including but not limited to companies domiciled in Hong Kong, Macao and Taiwan. In managing the Red Dragon Strategy, BaoCap applies quantitative investment strategies to the Chinese equity markets. The firm seeks to buy a broadly diversified portfolio of Chinese equities while typically overweighting, relative to major China equity benchmarks, those Chinese companies that are smaller and/or less expensive using traditional valuation metrics. The Portfolio typically consists of 100 or more Chinese companies listed on major international exchanges and available to non-Chinese investors and those foreign investors without a quota of qualified foreign institutional investors (i.e., QFII quota). The Portfolio largely includes shares of Chinese companies that trade on the Hong Kong Exchange (i.e., H-Shares or Red Chips) and on the New York Stock Exchange or NASDAQ Stock Market (i.e., N-Shares). The Portfolio may include shares of Chinese companies that trade on other stock exchanges. At this time, the Portfolio does not include shares that trade on Chinese exchanges in Shanghai or Shenzhen (i.e., A-Shares or B-Shares). BaoCap typically overweights those stocks that have smaller market capitalizations and/or those that are less expensive when measured by traditional valuation metrics (Price to Earnings, Price to Book Value, Price to Sales, etc.). The investment manager expects the portfolio to have lower than average turnover. The China Century Strategy seeks to achieve its investment objective by pursuing its strategy of investing in a diversified portfolio of securities of Chinese companies and China-linked companies and at least 50% of its investable assets to direct China investment through the funds China Equities Strategy and China Real-Estate Strategy, both as described below, and allocates up to 50% of its investable assets to investment to China-linked companies through the funds China-linked US Equities Strategy and China-linked International Equities Strategy. BaoCap's Global Equities Strategy consists of a combination of the China-Linked US Equities Strategy and the China-Linked International Equities Strategy. The China-Linked US Equities Strategy consists of equity securities of US issuers selected by the firm from a universe of companies with significant exposure to China. BaoCap selects companies they expect to benefit from their exposure to China. The China-Linked International Equities Strategy consists of equity securities of non-US issuers selected from a universe of companies with significant exposure to China. The investment manager selects companies that it expects to benefit from their exposure to China. In addition, BaoCap may invest in high quality US or non-US fixed-income securities, money market instruments, and money market mutual funds, or hold cash or cash equivalents. BaoCap may also invest in money market instruments issued by non-US banks.	Finance
Theravance Biopharma, Inc. Theravance Biopharma, Inc. Pharmaceuticals: MajorHealth Technology Engages in the discovery, development and commercialization of human therapeutics products for respiratory diseases	Health Technology
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Yale School of Management Yale School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wealthfront Advisers LLC Wealthfront Advisers LLC Investment ManagersFinance Wealthfront Advisers provides clients with investment advice that is based on Modern Portfolio Theory (MPT) which seeks to achieve maximum long-term, risk-adjusted, after-tax, net of fee returns. The firm creates an individualized investment plan using the optimal asset classes in which to invest, the most efficient and inexpensive ETFs to represent each of those asset classes, and the ideal mix of asset classes based on the client’s specific risk tolerance. They adhere to a long-term, “buy-and-hold” investment philosophy.	Finance