![David J. Casariego](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David J. Casariego
Directeur/Membre du Conseil chez
SierraConstellation Partners LLC
Profil
Mr. David J.
Casariego, CFA, is an Investment Analyst at Dartmouth College.
Prior to joining Dartmouth College Investment Office in 2012, Mr. Casariego was previously employed as an Associate by Keefe, Bruyette & Woods, Inc., an Analyst by Thomson Reuters Corp., an Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc., and an Analyst by Merrill Lynch Global Private Equity, Inc.
Mr. Casariego graduated from Cornell University with a Bachelor of Arts in 2008.
He is a CFA charter holder.
Postes actifs de David J. Casariego
| Sociétés | Poste | Début |
|---|---|---|
SierraConstellation Partners LLC
 SierraConstellation Partners LLC Investment ManagersFinance Provides financial services | Directeur/Membre du Conseil | 12/11/2019 |
Anciens postes connus de David J. Casariego
| Sociétés | Poste | Fin |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2011 |
| THOMSON REUTERS CORPORATION | Corporate Officer/Principal | 01/08/2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2009 |
Merrill Lynch Global Private Equity, Inc.
 Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance MLGP's objective is to generate long-term capital gains, with a primary focus on control-oriented investments in equity, equity-related and similar securities with equity-like returns. Investments typically range in size from $250 million to $750 million, with the flexibility to commit to larger or smaller investments. MLGP makes investments globally, with a primary emphasis on the world's largest economies, including the US, Europe, Japan, China, India, Latin America and Australia, taking a multi-sector approach to identifying attractive investment opportunities. They target investments in high quality, established companies that are recognized brands with industry or regional leadership, defensible market positions, strong cash flow characteristics and seasoned management. They combine comprehensive regional and industry-based in-depth analyses with global approval and management processes. Their approach combines an intensive, bottom-up evaluation process including gaining a detailed understanding of a potential portfolio company's value drivers, management capabilities, cost structure, cash flow characteristics, market position and competitive advantages with a top-down analysis of the attractiveness, growth potential and underlying economics of the industry, competitive environment and exit alternatives. When making an investment, MLGPE takes a control-oriented approach and seeks to structure transactions to ensure the ability to influence critical decisions for a portfolio company, particularly as it relates to specific value-added initiatives. A key element of their transaction negotiation with partners and management centers on contractual rights and board representation that facilitate input into key decisions such as management changes, expansion plans, acquisitions, budgets, debt and equity financings and new initiatives. MLGP implements value creation initiatives such as organic growth alternatives, acquisitions and other strategic initiatives, business rationalization and operational improvements and capital structure improvements in partnership with portfolio company management. They are actively involved in significant portfolio company decisions, including those relating to potential acquisitions, expansion plans, debt and equity financings, changes in senior management and new business initiatives. | Corporate Officer/Principal | 01/08/2007 |
Dartmouth College (Investment Management)
 Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College Investment Office recommends policies, strategies and hires and monitors external managers. The asset allocation policy for the endowment is widely diversified across different asset classes to enhance total return while avoiding undue risk from concentration in any single asset class or investment style. | Analyst-Equity | - |
Formation de David J. Casariego
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch Global Private Equity, Inc.
Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance MLGP's objective is to generate long-term capital gains, with a primary focus on control-oriented investments in equity, equity-related and similar securities with equity-like returns. Investments typically range in size from $250 million to $750 million, with the flexibility to commit to larger or smaller investments. MLGP makes investments globally, with a primary emphasis on the world's largest economies, including the US, Europe, Japan, China, India, Latin America and Australia, taking a multi-sector approach to identifying attractive investment opportunities. They target investments in high quality, established companies that are recognized brands with industry or regional leadership, defensible market positions, strong cash flow characteristics and seasoned management. They combine comprehensive regional and industry-based in-depth analyses with global approval and management processes. Their approach combines an intensive, bottom-up evaluation process including gaining a detailed understanding of a potential portfolio company's value drivers, management capabilities, cost structure, cash flow characteristics, market position and competitive advantages with a top-down analysis of the attractiveness, growth potential and underlying economics of the industry, competitive environment and exit alternatives. When making an investment, MLGPE takes a control-oriented approach and seeks to structure transactions to ensure the ability to influence critical decisions for a portfolio company, particularly as it relates to specific value-added initiatives. A key element of their transaction negotiation with partners and management centers on contractual rights and board representation that facilitate input into key decisions such as management changes, expansion plans, acquisitions, budgets, debt and equity financings and new initiatives. MLGP implements value creation initiatives such as organic growth alternatives, acquisitions and other strategic initiatives, business rationalization and operational improvements and capital structure improvements in partnership with portfolio company management. They are actively involved in significant portfolio company decisions, including those relating to potential acquisitions, expansion plans, debt and equity financings, changes in senior management and new business initiatives. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomson Reuters Corp.
 Thomson Reuters Corp. Internet Software/ServicesTechnology Services Operates as a content-driven technology company that provides professionals to navigate legal, tax, accounting, compliance, government, and media environments | Technology Services |
Dartmouth College (Investment Management)
Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College Investment Office recommends policies, strategies and hires and monitors external managers. The asset allocation policy for the endowment is widely diversified across different asset classes to enhance total return while avoiding undue risk from concentration in any single asset class or investment style. | Finance |
SierraConstellation Partners LLC
SierraConstellation Partners LLC Investment ManagersFinance Provides financial services | Finance |
