Profil
Mr. Joseph N.
Pappo is a Managing Director & Senior Portfolio Manager at Ziegler Lotsoff Capital Management LLC since June 2011, and is also Managing Director & Senior Portfolio Manager at Ziegler Lotsoff Capital Management IL LLC.
In 1988, Mr. Pappo founded Eden Financial Corporation, where he served as president between 1988 -1991.
The Eden operation was integrated into Weiss, Peck & Greer in 1991 as the new Quantitative Equity Division.
From June 1991 through July 1996, he served as the managing director of that division.
Between 1981-1989, he co-owned and managed GNP Options.
Mr. Pappo holds a B.A. and a M.A. from Northwestern University.
Anciens postes connus de Joseph Nir Pappo
| Sociétés | Poste | Fin |
|---|---|---|
Weiss, Peck & Greer LLC
Weiss, Peck & Greer LLC Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Corporate Officer/Principal | - |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | President | 16/08/2011 |
Ziegler Lotsoff Capital Management IL LLC
Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate. | President | 15/08/2011 |
Formation de Joseph Nir Pappo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ziegler Lotsoff Capital Management IL LLC
Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Weiss, Peck & Greer LLC
Weiss, Peck & Greer LLC Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
















