Daniel John Block

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Finance

Consumer Services

Profil

Mr. Dan J.
Block is Senior Vice President & Portfolio Advisor at NWQ Investment Management Co. LLC.
Prior to joining NWQ Investment Management in 2011, Mr. Block spent six years in manager research at Arnerich Massena, Inc., most recently as their Director of Traditional Investments.
Previous to that, he was at HighMark Capital Management, where he served as a Vice President and Equity Analyst covering technology, media and telecommunication companies.
Before that, Dan was an Equity Research Associate at Banc of America Securities responsible for covering companies within the PC, enterprise hardware, storage and IT distribution industries.
Prior to that, he was a Portfolio Manager at Robert Osher & Company and Jess S.
Morgan & Company.
Mr. Block graduated from the University of Pennsylvania with a B.S.
in Economics, and received his M.B.A. from the University of California, Los Angeles.
In addition, he earned the designation of Chartered Financial Analyst in 1997 and is a member of the CFA Institute.

Anciens postes connus de Daniel John Block

Sociétés	Poste	Fin
Arnerich Massena, Inc. Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes.	Director of Investments	-
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.	Analyst-Equity	-
Jess S. Morgan & Co., Inc. Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy.	Corporate Officer/Principal	-
NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion.	Gestionnaire de Portefeuille-Actions	-
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion.	Finance
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.	Finance
Jess S. Morgan & Co., Inc. Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Arnerich Massena, Inc. Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes.	Finance