Ivan Obolensky

Plus aucun poste en cours

101 ans

Finance

Commercial Services

Non-Energy Minerals

Profil

Ivan Obolensky served as a Director or Vice President at various firms including Gold Canyon Resources, Uranium Energy Corp., and Shields & Co. He was also a Member of the New York Stock Exchange and CFA Institute.
Obolensky was the President of the Josephine Lawrence Hopkins Foundation and a Director of several organizations including the Police Athletic League and Audubon Canyon Ranch.
He received his undergraduate degree from Yale University.

Anciens postes connus de Ivan Obolensky

Sociétés	Poste	Fin
Bouverie Preserve	Directeur/Membre du Conseil	29/01/2019
The Childrens Cancer & Blood Foundation The Childrens Cancer & Blood Foundation Miscellaneous Commercial ServicesCommercial Services Serves children with cancer and blood disorders	Directeur/Membre du Conseil	29/01/2019
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	29/01/2019
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street	Corporate Officer/Principal	29/01/2019
Soldiers', Sailors', Marines', Coast Guard & Airmen's Club	Directeur Général	29/01/2019

Voir l'expérience en détail de Ivan Obolensky

Formation de Ivan Obolensky

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Entreprise privées

Voir l'expérience en détail de Ivan Obolensky

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Sociétés liées

Entreprise privées	18
Shields & Co. Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house.	Finance
Capital Management Associates LLC Capital Management Associates LLC Investment ManagersFinance Capital Management Associates (CMA) seeks to generate superior investment returns through strategic overweighing in selected industry groups, especially those that appear particularly attractive within key economic sectors. The firm's investment approach is based on sector and industry group weightings, however their process begins with the evaluation of individual stocks. CMA's stocks selection process begins with a universe of approximately 15,000 stocks that include large-, mid- and small-cap issues. Stocks are classified according to price rankings, value rankings and timeliness rankings. Their price rankings based on the price performance of all stocks within the universe, which are ranked from the most too least favorable. The firm's volume rankings based on comparisons from historical volume data points to current volume data points. CMA's timeliness rankings based on an arithmetic average of the timeliness ranking of the Value Line universe of stocks. Once sector and industry groups have been selected, CMA screens purchase candidates first by a set of company fundamental characteristics to determine if the candidate is a good company. Purchase candidates are then screened by a set of technical factors to determine if the candidate is a good stock. The firm tens to invest in stocks with market-cap weightings of $5 billion to $ 33 billion, although they may occasionally purchase smaller issues due to a lack of larger candidates available in a particular industry group. Though not limited by sector, CMA tends to invest in the stocks of companies in the stocks of US mid-cap and large-cap companies in the electronic technology, producer manufacturing and energy minerals sectors. The firm maintains a very high turnover rate.	Finance
HiEnergy Technologies, Inc. HiEnergy Technologies, Inc. Food RetailRetail Trade Markets and sells vitamins, minerals, nutritional supplements, and other health and fitness products to medical professionals	Retail Trade
Gold Canyon Resources, Inc. Gold Canyon Resources, Inc. Precious MetalsNon-Energy Minerals Engages in the acquisition, exploration and development of gold & rare earth elements	Non-Energy Minerals
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Finance
Uranium Energy Corp. Uranium Energy Corp. Other Metals/MineralsNon-Energy Minerals Engages in uranium mining and exploration activities	Non-Energy Minerals
Sterling Grace Corp. Sterling Grace Corp. Investment ManagersFinance Operates as a private equity firm that provides real estate investment, financial planning and money management services	Finance
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street	Commercial Services
Police Athletic League, Inc. Police Athletic League, Inc. Media ConglomeratesConsumer Services Provides recreation services	Consumer Services
Soldiers', Sailors', Marines', Coast Guard & Airmen's Club
Audubon Canyon Ranch, Inc. Audubon Canyon Ranch, Inc. Miscellaneous Commercial ServicesCommercial Services Provides environmental protection services	Commercial Services
Wellington Shields Capital Management LLC Wellington Shields Capital Management LLC Investment ManagersFinance WSCM develops a client's personal investment guidelines and creates and manages a portfolio based on the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm’s top-down investment approach emphasizes quality and growth at a reasonable price. They invest in businesses with strong balance sheets that are leaders in their respective industries. WSCM’s investment committee develops a macroeconomic view, which informs their asset allocation.	Finance
Josephine Lawrence Hopkins Foundation
The Childrens Cancer & Blood Foundation The Childrens Cancer & Blood Foundation Miscellaneous Commercial ServicesCommercial Services Serves children with cancer and blood disorders	Commercial Services
Masonic Brotherhood Foundation, Inc. Masonic Brotherhood Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Masonic Brotherhood Foundation, Inc. is a non-profit company based in New York, NY.	Commercial Services
Bouverie Preserve