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Lonny J. Kandel
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Lonny J.
Kandel is a Vice President at Obermeyer Asset Management Co.
Mr. Kandel has wealth of experience in asset management.
He spent the majority of his career at Janus Capital Group as a vice president in the Institutional Sales division managing Janus’ largest corporate relationships.
Prior to joining Obermeyer, he was a managing director at Bear Stearns Asset Management.
Mr. Kandel earned his BS in both finance and marketing at the University of Colorado.
Anciens postes connus de Lonny J. Kandel
| Sociétés | Poste | Fin |
|---|---|---|
Obermeyer Asset Management LLC
 Obermeyer Asset Management LLC Investment ManagersFinance Obermeyer Asset Management's investment philosophy is based upon a commitment to fundamental research and analysis. They utilize a comprehensive, research-based investment process that remains highly focused regardless of market conditions. They generally manage each portfolio utilizing a multi-sector/multi-style approach with the goal of producing superior long-term, risk-adjusted performance. The firm first examines their clients' overall financial position and cash flows to develop an appropriate investment strategy. They attempt to determine an optimal asset allocation and choose investments within that framework that have favorable reward-risk characteristics. Depending upon client objectives, they typically align portfolios on a tax sensitive basis among four major asset classes: cash and cash equivalents, fixed-income instruments, stocks and equity mutual funds and alternative investments. Obermeyer actively manages the cash position of portfolios by choosing from a variety of instruments to maximize yield and provide safety and liquidity. They invest in money market funds as well as certain short-term instruments such as commercial paper or government agency debt. The goal of the firm's fixed-income strategy is to achieve a consistent level of added value through the active management of fixed-income portfolios. Portfolios may be managed to emphasize total return, income cash flow, or a balance of the two, depending upon client needs. In conjunction with these investment goals, the firm applies the goal of capital preservation as a common element. For individual stocks, Obermeyer's analytical approach includes reviewing a company's published SEC reports and building detailed models that approximate the company's intrinsic value based on discounted cash flows. Additionally, they consider potential catalysts for incremental growth such as new products, demographic trends, or a changing cost structure. To help certain clients achieve diversification, they may evaluate and utilize no-load mutual funds that have the following characteristics: low cost, tax efficiency and a strong track record of superior risk-adjusted performance. Alternative investments typically include investment partnerships, hedge funds and private equity funds. | Membre du Comité d'Investissement | - |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Corporate Officer/Principal | - |
| JANUS CAPITAL GROUP INC | Corporate Officer/Principal | - |
Formation de Lonny J. Kandel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Finance |
Janus Henderson US (Holdings), Inc.
 Janus Henderson US (Holdings), Inc. Financial ConglomeratesFinance Provides risk-managed investment strategy, manages equity, fixed income and money market services | Finance |
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Obermeyer Asset Management's investment philosophy is based upon a commitment to fundamental research and analysis. They utilize a comprehensive, research-based investment process that remains highly focused regardless of market conditions. They generally manage each portfolio utilizing a multi-sector/multi-style approach with the goal of producing superior long-term, risk-adjusted performance. The firm first examines their clients' overall financial position and cash flows to develop an appropriate investment strategy. They attempt to determine an optimal asset allocation and choose investments within that framework that have favorable reward-risk characteristics. Depending upon client objectives, they typically align portfolios on a tax sensitive basis among four major asset classes: cash and cash equivalents, fixed-income instruments, stocks and equity mutual funds and alternative investments. Obermeyer actively manages the cash position of portfolios by choosing from a variety of instruments to maximize yield and provide safety and liquidity. They invest in money market funds as well as certain short-term instruments such as commercial paper or government agency debt. The goal of the firm's fixed-income strategy is to achieve a consistent level of added value through the active management of fixed-income portfolios. Portfolios may be managed to emphasize total return, income cash flow, or a balance of the two, depending upon client needs. In conjunction with these investment goals, the firm applies the goal of capital preservation as a common element. For individual stocks, Obermeyer's analytical approach includes reviewing a company's published SEC reports and building detailed models that approximate the company's intrinsic value based on discounted cash flows. Additionally, they consider potential catalysts for incremental growth such as new products, demographic trends, or a changing cost structure. To help certain clients achieve diversification, they may evaluate and utilize no-load mutual funds that have the following characteristics: low cost, tax efficiency and a strong track record of superior risk-adjusted performance. Alternative investments typically include investment partnerships, hedge funds and private equity funds. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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