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David Louis Fogel
Directeur Financier/CFO chez
IQ Physical Diamond Trust
Profil
David Louis Fogel founded Smartportfolio.com, Inc. in 1998, Circle Peak Capital LLC in 2003, and IndexIQ Advisors LLC in 2007, where he worked as Senior Advisor from 2007 to 2018.
Mr. Fogel also currently works at IndexIQ Active ETF Trust, as CFO, Treasurer, Chief Compliance Officer & EVP from 2008, IndexIQ Trust, as CFO, Treasurer, Chief Compliance Officer & EVP from 2011, and IQ Physical Diamond Trust, as Chief Financial Officer & Executive Vice President.
Mr. Fogel also formerly worked at TheStreet, Inc., as Vice President & Head of New Product Development, Sullivan & Cromwell LLP, as Attorney, and Groton Partners LLC, as Vice President.
Mr. Fogel received his undergraduate degree, graduate degree, and Masters Business Admin degree from Georgetown University.
Postes actifs de David Louis Fogel
| Sociétés | Poste | Début |
|---|---|---|
IQ Physical Diamond Trust
 IQ Physical Diamond Trust Wholesale DistributorsDistribution Services A trust that holds diamonds. | Directeur Financier/CFO | - |
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous Open-end management investment company | Directeur Financier/CFO | 01/10/2008 |
IndexIQ Trust
 IndexIQ Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur Financier/CFO | 01/01/2011 |
Anciens postes connus de David Louis Fogel
| Sociétés | Poste | Fin |
|---|---|---|
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ’s passive ETF and Mutual Fund strategies generally seek investment results that correspond, before fees and expenses, generally to the price and yield performance of its underlying index. Each passive ETF and Mutual Fund employs a “passive management” — or indexing — investment approach designed to track the performance of the Underlying Index. The firm focuses primarily on smart core and environmental, social, and governance (ESG), active fixed income and alternatives. | Fondateur | 01/12/2018 |
Groton Partners LLC
 Groton Partners LLC Investment Banks/BrokersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Circle Peak Capital LLC
 Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Fondateur | - |
Smartportfolio.com, Inc.
 Smartportfolio.com, Inc. Internet Software/ServicesTechnology Services Operates a financial newsletter business via the Internet | Fondateur | - |
| THESTREET, INC. | Corporate Officer/Principal | - |
Formation de David Louis Fogel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
TheStreet, Inc.
 TheStreet, Inc. Internet Software/ServicesTechnology Services Provides financial news and investment content services | Technology Services |
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ’s passive ETF and Mutual Fund strategies generally seek investment results that correspond, before fees and expenses, generally to the price and yield performance of its underlying index. Each passive ETF and Mutual Fund employs a “passive management” — or indexing — investment approach designed to track the performance of the Underlying Index. The firm focuses primarily on smart core and environmental, social, and governance (ESG), active fixed income and alternatives. | Finance |
IndexIQ Active ETF Trust
IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous Open-end management investment company | Miscellaneous |
IndexIQ Trust
IndexIQ Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
IQ Physical Diamond Trust
IQ Physical Diamond Trust Wholesale DistributorsDistribution Services A trust that holds diamonds. | Distribution Services |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Smartportfolio.com, Inc.
Smartportfolio.com, Inc. Internet Software/ServicesTechnology Services Operates a financial newsletter business via the Internet | Technology Services |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Circle Peak Capital LLC
Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Finance |
Groton Partners LLC
Groton Partners LLC Investment Banks/BrokersFinance Provides financial advisory services | Finance |
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