Profil
Ms. Catherine Beard, CFA, is a Senior Vice President at Callan LLC.
She is also a member of the firm's Alternatives Consulting team.
Ms. Beard provides consulting and research across alternatives, with a particular focus on private credit and diversifying strategies.
She has over 20 years of experience in the alternative investment space, including investment research and portfolio management roles at banks, hedge funds, consultants, and asset management firms.
Most recently, Ms. Beard was a Principal and Director of Research at Blueprint Capital.
Highlights of her experience also include Senior Manager of the private credit portfolio at the UAW Retiree Medical Benefits Trust, alternative credit sector head at Mercer Investment Consulting, and Buy-side Credit Analyst on the Northern Trust High Yield team and UBS O'Connor’s multi-strategy hedge fund.
She received her BA in Political Science degree from the University of Kentucky and an MBA from Kelley School of Business.
She also has an Advanced French Degree from the L’University Catholique De L’Ouest.
Ms. Beard holds the Chartered Financial Analyst designation.
Postes actifs de Catherine Beard
| Sociétés | Poste | Début |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | 01/11/2019 |
Anciens postes connus de Catherine Beard
| Sociétés | Poste | Fin |
|---|---|---|
UBS O'Connor LLC
 UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Analyst-Equity | - |
Formation de Catherine Beard
| University of Kentucky | Undergraduate Degree |
| Kelley School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |