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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 applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | 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 generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Analyst-Equity | - |
Formation de Catherine Beard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Finance |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelley School of Business
 Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
