![Gerry Chan](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>)
Profil
Mr. Gerry Chan is an Analyst at TIAA-CREF Investment Management LLC.
Prior to joining TIAA CREF in October 2012, Mr. Chan was employed as a Research Analyst by Allianz Global Investors U.S.
LLC, an Associate by Oppenheimer Capital, and Deutsche Bank Corp.
Mr. Chan received his BS Finance and Marketing degrees from Binghamton University-School of Management.
Anciens postes connus de Gerry Chan
| Sociétés | Poste | Fin |
|---|---|---|
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Analyst-Equity | 01/11/2013 |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Analyst-Equity | 30/06/2010 |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Corporate Officer/Principal | 01/09/2006 |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Analyst-Equity | - |
Formation de Gerry Chan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Finance |
State University of New York at Binghamton
 State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
