Julie Gerend

Directeur/Membre du Conseil chez

Catholic Community Foundation

Finance

Consumer Services

Commercial Services

Profil

Julie Gerend is currently the Director at Catholic Community Foundation.
Previously, she worked as the Director-Marketing at Blue Rock Advisors, Inc., Director at Catholic Charities of The Archdiocese of St Paul & Minneapolis, Principal at Securian Asset Management, Inc., Senior Vice President at Peregrine Capital Management LLC, Investment Officer at M&I Investment Management Corp., Vice President at Norwest Corp.
(Minnesota), Vice President at Securian Financial Group, Inc., and Manager at Fidelity Institutional Retirement Services Co., Inc. She completed her undergraduate degree at the University of Wisconsin and earned an MBA from the University of St. Thomas (Texas).

Postes actifs de Julie Gerend

Sociétés	Poste	Début
Catholic Community Foundation Catholic Community Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a catholic community foundation	Directeur/Membre du Conseil	-

Tous les postes actifs de Julie Gerend

Anciens postes connus de Julie Gerend

Sociétés	Poste	Fin
Securian Financial Group, Inc. Securian Financial Group, Inc. Life/Health InsuranceFinance Provides life insurance, investment and retirement solutions	Corporate Officer/Principal	-
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Corporate Officer/Principal	-
Catholic Charities of The Archdiocese of St Paul & Minneapolis Catholic Charities of The Archdiocese of St Paul & Minneapolis Miscellaneous Commercial ServicesCommercial Services Provides family-related counseling and programs	Directeur/Membre du Conseil	-
Norwest Corp. (Minnesota) Norwest Corp. (Minnesota) Major BanksFinance National commercial bank	Corporate Officer/Principal	-
Fidelity Institutional Retirement Services Co., Inc.	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	11
Securian Asset Management, Inc. Securian Asset Management, Inc. Investment ManagersFinance Securian AM believes a bottom-up, fundamental research process and focus on preservation of capital are the most effective ways to create the foundation for consistent, reliable and long-term results. The foundation of the methods of analysis for the firm strategies is based on proprietary research generated by our internal research team.	Finance
Peregrine Capital Management LLC Peregrine Capital Management LLC Investment ManagersFinance Peregrine offers three primary styles: Small-Cap Growth, Small-Cap Value and Large-Cap Growth which support seven related investment strategies. The firm’s investment styles invest primarily in US equity securities traded on US exchanges. Investments may include American Depository Receipts (ADRs) for access to foreign investments and ETFs used for cash management purposes. All investment styles have research-intensive, company-specific approaches to stock selection.	Finance
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Finance
Blue Rock Advisors, Inc. (Investment Management) Blue Rock Advisors, Inc. (Investment Management) Investment ManagersFinance Blue Rock Advisors specializes in the low net exposure, long/short, market-neutral equity (LSMNE) style of hedged portfolios. The firm tracks and maintains opinions on their entire universe of LSMN portfolio managers (approximately 375). Each fund utilizes a fund-of-funds or multi-manager investment strategy pursuant to which the funds' capital is allocated among a selected group of private investment funds that are managed by portfolio managers. Blue Rock allocates the assets of each fund to portfolio managers of differing styles or industry specialization with the objective of reducing individual manager risk. Blue Rock's LSMN strategies seek to neutralize the risk of fluctuations in the equity markets by constructing two diversified portfolios of equity securities, one comprised of long positions in stocks believed to be undervalued, and the other comprised of short positions in stocks believed to be overvalued. By sacrificing some potential returns in order to establish a low net exposure to market direction risk, the LSMN strategy attempts to limit risk and consistently produce positive returns.	Finance
Norwest Corp. (Minnesota) Norwest Corp. (Minnesota) Major BanksFinance National commercial bank	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of St. Thomas (Texas) University of St. Thomas (Texas) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Securian Financial Group, Inc. Securian Financial Group, Inc. Life/Health InsuranceFinance Provides life insurance, investment and retirement solutions	Finance
Fidelity Institutional Retirement Services Co., Inc.
Catholic Community Foundation Catholic Community Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a catholic community foundation	Commercial Services
Catholic Charities of The Archdiocese of St Paul & Minneapolis Catholic Charities of The Archdiocese of St Paul & Minneapolis Miscellaneous Commercial ServicesCommercial Services Provides family-related counseling and programs	Commercial Services