Joyce Li
Directeur/Membre du Conseil chez CFA Society of San Francisco
Provenance du réseau au premier degré de Joyce Li
Entité | Type d'entité | Industrie | |
---|---|---|---|
The Wharton School of the University of Pennsylvania
541
| College/University | Other Consumer Services | 541 |
University of Virginia
310
| College/University | Other Consumer Services | 310 |
Matthews International Capital Management LLC
Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada.
27
| Holding Company | Investment Managers | 27 |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.
16
| Non-Profit Organization | Miscellaneous Commercial Services | 16 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Joyce Li via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and E. Morris Cox in 1930. They provide investment management services to institutions, individuals, and mutual funds and other pooled investment vehicles on a fully discretionary basis, subject to the investment objectives and investment guidelines of each client. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Market Strategist | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Natural Gas Partners LLC
Natural Gas Partners LLC Investment ManagersFinance Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst | |
Canaan Management, Inc.
Canaan Management, Inc. Investment ManagersFinance Canaan Management, Inc. (Canaan Management) is a venture capital firm founded in 1987 by Eric A. Young. The firm is headquartered in Westport, CT. | Investment Managers | Private Equity Investor | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Private Equity Analyst | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Graduate Degree Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
University of Mumbai | College/University | Undergraduate Degree Graduate Degree | |
Georgetown University | College/University | Graduate Degree Graduate Degree | |
Seafarer Capital Partners LLC
Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
Seoul National University | College/University | Graduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
King's College London | College/University | Graduate Degree | |
University of Patras | College/University | Undergraduate Degree | |
Hayfin Capital Management LLC
Hayfin Capital Management LLC Investment ManagersFinance Hayfin Capital Management LLC (Hayfin Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joyce DeLucca Yacoubi in 2005 as Kingsland Capital Management LLC. In 2018, the firm was acquired by Hayfin Capital Management (Delaware), Inc. and subsequently changed their name into Hayfin Capital Management LLC. Hayfin Capital provides discretionary investment management services to collateralized loan obligations funds. | Investment Managers | Analyst-Equity | |
Athyrium Capital Management LP
Athyrium Capital Management LP Investment ManagersFinance Athyrium Capital Management LP (Athyrium) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey A. Ferrell in 2008 as Athyrium Capital Management LLC and converted from a Delaware limited liability company to a Delaware limited partnership in 2015. Athyrium provides advisory services on a discretionary basis to its clients, which may include specific tailored vehicles and pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Analyst-Equity | |
University of Dhaka | College/University | Undergraduate Degree | |
The Frankel Group Associates LLC
The Frankel Group Associates LLC Miscellaneous Commercial ServicesCommercial Services The Frankel Group Associates LLC provides strategic management consulting services to the life science industry. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Asian Tiger Capital Partners Ltd.
Asian Tiger Capital Partners Ltd. Investment ManagersFinance Asian Tiger Capital Partners Ltd. is a Bangladeshi company that believes in the potential of becoming one of the next Asian Tigers. The private company is based in Dhaka, Bangladesh. The company's vision is to emulate the growth of successful economic stories in the region such as Japan, South Korea, and Taiwan. and have subsidiaries in Bangladesh and China. Emran Hasan has been the CEO of the company since 2007. | Investment Managers | Corporate Officer/Principal | |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity | |
Longitude Capital Management Co LLC
Longitude Capital Management Co LLC Investment ManagersFinance Longitude Capital Management Co LLC (Longitude Capital) is a venture capital firm founded in 2006 by Juliet Trammenoms Bakker, Patrick Enright, David Hirsch and Marc-Henri Galletti. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
TStone Corp.
TStone Corp. Investment ManagersFinance Tstone Corp (Tstone) is an independent private equity firm headquartered in Seoul, Korea. The firm is founded by Joonhee Won in 2001. | Investment Managers | Corporate Officer/Principal | |
Apple Tree venture Managemnet Llc//vc
Apple Tree venture Managemnet Llc//vc Investment ManagersFinance Apple Tree venture Managemnet LLC (Apple Tree Partners) is a venture capital firm founded by Seth Harrison in 1999. The firm is headquartered in New York with an additional offices in London, San Francisco and Cambridge. | Investment Managers | Private Equity Analyst | |
Federal Reserve System | General Government | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Trading-Fixed Income | |
Italic, Inc.
Italic, Inc. Wholesale DistributorsDistribution Services Italic, Inc. operates as a marketplace that gives shoppers access to factories making products for luxury brands like Celine, Prada, Cartier, Gucci, Louis Vuitton, Christian Louboutin, Givenchy, Coach, Burberry, and Miu Miu. It offers products in the areas of bed linens and handbags, electric toothbrushes, and yoga gear. The company was founded by Jeremy Cai in 2018 and is headquartered in Los Angeles, CA. | Wholesale Distributors | Director/Board Member | |
Roman Health Ventures, Inc.
Roman Health Ventures, Inc. Packaged SoftwareTechnology Services Roman Health Ventures, Inc. engages in the provision and development of technology platform for the healthcare industry. Its product enables customers to connect with a doctor and get treatment when and where they need it. The company was founded by Zachariah Reitano, Saman Rahmanian, and Robert Schutz in 2017 and is headquartered in New York, NY. | Packaged Software | Private Equity Investor | |
Papa, Inc.
Papa, Inc. Information Technology ServicesTechnology Services Papa, Inc. engages in the development of end to end companionship platform for seniors. The firm offers airport and senior transportation, house needs, grocery shopping, and technology services. The company was founded by Andrew Parker and Alfredo Vaamonde in 2016 and is headquartered in Miami, FL. | Information Technology Services | Director/Board Member | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree | |
Primary Venture Management LLC
Primary Venture Management LLC Investment ManagersFinance Primary Venture Management LLC (Primary Venture Partners) is a venture capital firm founded in 2004 by Ben Sun and Brad Svrluga. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Fixed Income |
Statistiques
Internationale
Etats-Unis | 39 |
Corée du Sud | 3 |
Bangladesh | 3 |
Inde | 2 |
Royaume-Uni | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 16 |
Commercial Services | 3 |
Technology Services | 3 |
Government | 2 |
Opérationnelle
Director/Board Member | 135 |
Corporate Officer/Principal | 108 |
Undergraduate Degree | 96 |
Masters Business Admin | 50 |
Analyst-Equity | 48 |
Relations les plus connectées
Insiders | |
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Peter Linneman | 30 |
Sandeep Achyut Naik | 26 |
Jake Nunn | 23 |
Joshua Tamaroff | 19 |
Aaron Rosenson | 18 |
David Bard | 16 |
Katie Fullalove | 13 |
Samir Malik | 12 |
Byron Ling | 11 |
Zachary Bratun Glennon | 10 |
Hunter Horsley | 10 |
David Roberts | 10 |
Ely Kahn | 10 |
Anjana Harve | 9 |
Weihao Xu | 8 |