Dennis Montz

Directeur/Membre du Conseil chez

Institutional Limited Partners Association (Canada)

Finance

Commercial Services

Consumer Services

Profil

Dennis A. Montz currently works at Institutional Limited Partners Association (Canada), as Director and Constellation Asset Management, Inc., as Senior Portfolio Manager from 2022.
Mr. Montz also formerly worked at Sentinel Trust Co., as Director of Private Investments & MD from 2007 to 2022, Tulane Association of Business Alumni, as Director in 2008, AIG Global Investment Corp., as Senior Analyst in 2006, International Finance Corp., as Independent Consultant in 1993, and Pricewaterhouse LLP, as Manager in 1995.
Mr. Montz received his Masters Business Admin degree in 1992 from Tulane University (Louisiana) and undergraduate degree in 1989 from Georgetown University.

Postes actifs de Dennis Montz

Sociétés	Poste	Début
Institutional Limited Partners Association (Canada) Institutional Limited Partners Association (Canada) Miscellaneous Commercial ServicesCommercial Services Operates as a trade association	Directeur/Membre du Conseil	-
Constellation Asset Management, Inc. Constellation Asset Management, Inc. Investment ManagersFinance Constellation offers advice and management of equity securities (listed and non-listed, common and preferred, and domestic and foreign stocks), corporate and government debt securities (bonds), municipal securities, options and mutual funds, whether invested in for long term, short term or trading potential, cash, cash equivalents and money market funds. The firm uses fundamental, technical and cyclical analysis to analyze investments.	Gestionnaire de Portefeuille-Actions	01/05/2022

Tous les postes actifs de Dennis Montz

Anciens postes connus de Dennis Montz

Sociétés	Poste	Fin
Sentinel Trust Co. Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary.	Gestionnaire de Portefeuille-Actions	01/04/2022
Tulane Association of Business Alumni	Corporate Officer/Principal	01/01/2008
AIG Global Investment Corp. AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio.	Corporate Officer/Principal	01/01/2006
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	01/01/1995
International Finance Corp. International Finance Corp. SupranationalGovernment Operates as an international financial institution	Corporate Officer/Principal	01/01/1993

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Entreprise privées	9
AIG Global Investment Corp. AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio.	Finance
Sentinel Trust Co. Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary.	Finance
International Finance Corp. International Finance Corp. SupranationalGovernment Operates as an international financial institution	Government
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Constellation Asset Management, Inc. Constellation Asset Management, Inc. Investment ManagersFinance Constellation offers advice and management of equity securities (listed and non-listed, common and preferred, and domestic and foreign stocks), corporate and government debt securities (bonds), municipal securities, options and mutual funds, whether invested in for long term, short term or trading potential, cash, cash equivalents and money market funds. The firm uses fundamental, technical and cyclical analysis to analyze investments.	Finance
Tulane University (Louisiana) Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Institutional Limited Partners Association (Canada) Institutional Limited Partners Association (Canada) Miscellaneous Commercial ServicesCommercial Services Operates as a trade association	Commercial Services
Tulane Association of Business Alumni