Profil
Mr. Carl S.
Jackson, CFA MBA, is a Senior Investment Analyst at Oxford Financial Group Ltd.
In this role, he is responsible for due diligence, execution and management of both investment managers and direct private investments.
His expertise includes alternative investments, valuation, quantitative and financial analysis.
Before joining Oxford, he served as Senior Investment Analyst at the Indiana Public Retirement System.
He led diligence on nearly $400 million of private equity commitments each year.
He also led the planning and execution of the $32 billion defined benefit pension plan’s entry into private markets in Asia.
He is a graduate of Purdue University, and holds a Bachelor of Science degree in Economics with a minor in Philosophy.
He earned his MBA with a concentration in Finance from Indiana University.
Postes actifs de Carl Jackson
| Sociétés | Poste | Début |
|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Analyst-Equity | 01/02/2021 |
Formation de Carl Jackson
| Purdue University | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |