Profil
Keith W.
Baum is a Trustee at Interlochen Center for the Arts.
He previously worked as a Managing Director at Abbot Downing Investment Advisors from 2015 to 2020, an Investment Principal at Lowry Hill Investment Advisors, Inc. in 2012, a Vice President at Najafi Cos.
LLC from 1999 to 2004, and a Principal at The Goldman Sachs Group, Inc. from 1986 to 1998.
He also served as a Special Limited Partner at Valley Ventures.
Mr. Baum holds an MBA from Stanford University and an undergraduate degree from Kalamazoo College.
Postes actifs de Keith W. Baum
| Sociétés | Poste | Début |
|---|---|---|
Interlochen Center for the Arts
Interlochen Center for the Arts Other Consumer ServicesConsumer Services Provides creative arts educational services | Directeur/Membre du Conseil | - |
Anciens postes connus de Keith W. Baum
| Sociétés | Poste | Fin |
|---|---|---|
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Analyst-Equity | 01/01/2020 |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Analyst-Equity | 31/03/2012 |
Najafi Cos. LLC
Najafi Cos. LLC Investment ManagersFinance Najafi invests in companies located in the US. The firm targets companies operating in consumer, retail, ecommerce, sports, media and technology sector. It provides financing for buyout transactions. | Corporate Officer/Principal | 31/03/2004 |
| THE GOLDMAN SACHS GROUP, INC. | Corporate Officer/Principal | 31/12/1998 |
Valley Ventures
Valley Ventures Investment ManagersFinance Valley Ventures invests in companies located in the southwestern United States. The firm targets companies operating in the fields of proprietary life science, pharmaceuticals, device and diagnostics services. It provides financing for early and later stage capital requirements. | Corporate Officer/Principal | - |
Formation de Keith W. Baum
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 | 8 |
|---|---|
The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. Investment Banks/BrokersFinance Provides investment banking, asset, wealth management and platform services | Finance |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Finance |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Najafi Cos. LLC
Najafi Cos. LLC Investment ManagersFinance Najafi invests in companies located in the US. The firm targets companies operating in consumer, retail, ecommerce, sports, media and technology sector. It provides financing for buyout transactions. | Finance |
Kalamazoo College
Kalamazoo College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Interlochen Center for the Arts
Interlochen Center for the Arts Other Consumer ServicesConsumer Services Provides creative arts educational services | Consumer Services |
Valley Ventures
Valley Ventures Investment ManagersFinance Valley Ventures invests in companies located in the southwestern United States. The firm targets companies operating in the fields of proprietary life science, pharmaceuticals, device and diagnostics services. It provides financing for early and later stage capital requirements. | Finance |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Finance |
















