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Dan Mooney
Directeur de la Recherche - Actions chez
Brown Advisory LLC
Profil
Mr. Daniel W.
Mooney, CFA MBA, is a Director of Equity Research at Brown Advisory LLC.
He is a Research Analyst for the equity investment team covering the consumer sector.
Prior to joining Brown Advisory, Mr. Mooney was a senior REIT analyst at CB Richard Ellis Investors and an investment banker at Barclays Capital.
Mr. Mooney received his BS degree from Georgetown University and an MBA from the University of Virginia Darden School of Business.
He is a CFA charter holder.
Postes actifs de Dan Mooney
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Directeur de la Recherche - Actions | - |
Anciens postes connus de Dan Mooney
| Sociétés | Poste | Fin |
|---|---|---|
Brown Investment Advisory, Inc.
 Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Analyst-Equity | 31/12/2011 |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
CBRE Investment Management, LLC
 CBRE Investment Management, LLC Investment ManagersFinance CBRE Investment Management manages a portfolio of real estate investment programs that are diversified by strategy, country and the spectrum of relative risk/return. Their direct investments are made through their Managed Accounts Group, strategic partnerships and CBRE's Capital Partners Platform. The Managed Accounts Group primarily makes direct investments for separate accounts using core and core plus strategies. The firm participates in strategic partnerships in a series of closed-end commingled-fund vehicles that use value-added and opportunistic strategies. Their Capital Partners platform originates and invests in real estate debt and real estate-related debt securities. CBRE's indirect investments employ a variety of core, value-added and opportunistic strategies including their Global Multi Manager program which invests in unlisted property funds and their Global Real Estate Securities program which invests in listed real estate securities. CBRE manages discretionary and non-discretionary separate accounts for US corporations, public plans and Taft-Hartley plans, endowments and foundations. CBRE Investors' US Managed Accounts Group seeks commercial real estate acquisition opportunities throughout the US. Their investment strategies include core, development and value-added. They invest in the following property types: Class 'A' CBD and suburban office space, low finish, distribution and warehouse industrial properties, high-end retail boutique, anchored grocery retail properties, lifestyle centers and class 'A' high-rise and garden multi-family units. Investments range from $10 million to $200 million. Investments may be structured as equity purchases, equity joint ventures on value-added development opportunities and forward purchase commitments. CBRE Investors sponsors CB Richard Ellis Strategic Partners, a series of value-added and opportunistic, closed-end, discretionary funds that purchase, reposition, develop and sell institutional quality US real estate assets. The strategy seeks to mitigate market risk and enhance liquidity by focus on major markets and high-quality properties and diversifying across property types. The strategy is also oriented toward current income, direct ownership or control and defined exit strategies. CB Richard Ellis Global Real Estate Securities (CBRES) offers institutional investors access to the publicly-traded global real estate securities market. The firm manages global REITs that provide portfolio diversification, competitive returns and the opportunity to reduce portfolio risk. They create portfolios of real estate investment programs that are diversified by strategy, country or relative risk/return. These programs are organized into three investment execution groups: core managed accounts, valued-added funds and special situations. CBRE Investors' Global Multi Manager (GMM) program makes tailored indirect investments in the real estate market through unlisted property funds. GMM manages portfolios on behalf of separate account clients and manages European, Asian and Global fund of funds. Investment decisions are made using a top-down and bottom-up approach to determine which geographical markets, property sectors and individual funds offer the best potential for outperformance. The GMM approach includes access to commercial property on a global basis for investors of all sizes. Capital is allocated to markets and investment styles that are expected to deliver optimal returns based on the firm's market research. GMM offers investments through unlisted funds that are managed by best-of-breed managers in each market with strong local property expertise. Portfolios are well-diversified by market, property and manager and typically offer exposure to over 300 properties. CB Richard Ellis Realty Trust is a REIT that invests in income-producing properties in major metropolitan areas in the US, Western Europe and Asia. They invest in industrial, retail, multi-family residential and office properties. | Analyste en capital-investissement | - |
Formation de Dan Mooney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
CBRE Investment Management, LLC
CBRE Investment Management, LLC Investment ManagersFinance CBRE Investment Management manages a portfolio of real estate investment programs that are diversified by strategy, country and the spectrum of relative risk/return. Their direct investments are made through their Managed Accounts Group, strategic partnerships and CBRE's Capital Partners Platform. The Managed Accounts Group primarily makes direct investments for separate accounts using core and core plus strategies. The firm participates in strategic partnerships in a series of closed-end commingled-fund vehicles that use value-added and opportunistic strategies. Their Capital Partners platform originates and invests in real estate debt and real estate-related debt securities. CBRE's indirect investments employ a variety of core, value-added and opportunistic strategies including their Global Multi Manager program which invests in unlisted property funds and their Global Real Estate Securities program which invests in listed real estate securities. CBRE manages discretionary and non-discretionary separate accounts for US corporations, public plans and Taft-Hartley plans, endowments and foundations. CBRE Investors' US Managed Accounts Group seeks commercial real estate acquisition opportunities throughout the US. Their investment strategies include core, development and value-added. They invest in the following property types: Class 'A' CBD and suburban office space, low finish, distribution and warehouse industrial properties, high-end retail boutique, anchored grocery retail properties, lifestyle centers and class 'A' high-rise and garden multi-family units. Investments range from $10 million to $200 million. Investments may be structured as equity purchases, equity joint ventures on value-added development opportunities and forward purchase commitments. CBRE Investors sponsors CB Richard Ellis Strategic Partners, a series of value-added and opportunistic, closed-end, discretionary funds that purchase, reposition, develop and sell institutional quality US real estate assets. The strategy seeks to mitigate market risk and enhance liquidity by focus on major markets and high-quality properties and diversifying across property types. The strategy is also oriented toward current income, direct ownership or control and defined exit strategies. CB Richard Ellis Global Real Estate Securities (CBRES) offers institutional investors access to the publicly-traded global real estate securities market. The firm manages global REITs that provide portfolio diversification, competitive returns and the opportunity to reduce portfolio risk. They create portfolios of real estate investment programs that are diversified by strategy, country or relative risk/return. These programs are organized into three investment execution groups: core managed accounts, valued-added funds and special situations. CBRE Investors' Global Multi Manager (GMM) program makes tailored indirect investments in the real estate market through unlisted property funds. GMM manages portfolios on behalf of separate account clients and manages European, Asian and Global fund of funds. Investment decisions are made using a top-down and bottom-up approach to determine which geographical markets, property sectors and individual funds offer the best potential for outperformance. The GMM approach includes access to commercial property on a global basis for investors of all sizes. Capital is allocated to markets and investment styles that are expected to deliver optimal returns based on the firm's market research. GMM offers investments through unlisted funds that are managed by best-of-breed managers in each market with strong local property expertise. Portfolios are well-diversified by market, property and manager and typically offer exposure to over 300 properties. CB Richard Ellis Realty Trust is a REIT that invests in income-producing properties in major metropolitan areas in the US, Western Europe and Asia. They invest in industrial, retail, multi-family residential and office properties. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
University of Virginia Darden School of Business
 University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
