Philip McLoughlin
Chairman chez VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
Fortune : 200 693 $ au 31/03/2024
Profil
Philip R.
McLoughlin currently works at Virtus Variable Insurance Trust, as Chairman-Trustees Board from 2013, Virtus Total Return Fund, Inc., as Chairman from 2016, Virtus Stone Harbor Emerging Markets Income Fund, as Chairman-Trustees Board, and various other companies.
Dr. McLoughlin also formerly worked at Phoenix Investment Partners Ltd., as Chairman & Chief Executive Officer, Virtus Total Return Fund, Inc., as Chairman from 2016 to 2019, Lazard World Trust Fund SICAF, as Chairman from 2010 to 2019, and various other companies.
Dr. McLoughlin received his undergraduate degree in 1968 from Middlebury College and doctorate degree in 1971 from The University of Chicago Law School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 31/10/2022 | 13 765 ( 0,00% ) | 124 849 $ | 31/03/2024 | |
| 31/10/2023 | 5 869 ( 0,02% ) | 56 108 $ | 31/03/2024 | |
| 31/10/2022 | 1 836 ( 0,03% ) | 19 737 $ | 31/03/2024 |
Postes actifs de Philip McLoughlin
| Sociétés | Poste | Début |
|---|---|---|
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Chairman | 23/08/2011 |
| DNP SELECT INCOME FUND INC. | Director/Board Member | 11/05/2009 |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Chairman | 02/08/2016 |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Director/Board Member | 01/07/1996 |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Director/Board Member | 01/05/2011 |
| VIRTUS CONVERTIBLE & INCOME FUND II | Chairman | 03/03/2023 |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Director/Board Member | 01/01/2021 |
| VIRTUS CONVERTIBLE & INCOME FUND | Chairman | 01/01/2023 |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Chairman | 01/01/2022 |
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Anciens postes connus de Philip McLoughlin
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Formation de Philip McLoughlin
| Middlebury College | Undergraduate Degree |
| The University of Chicago Law School | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | Finance |
| Entreprise privées | 43 |
|---|---|
DNP Select Income Fund, Inc.
 DNP Select Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous DNP Select Income Fund, Inc. is a closed-end investment fund. Its investment objectives are current income, long-term growth of income and capital appreciation by investing primarily in a portfolio of equity and fixed income securities of companies in the public utilities industry. the company was founded on January 21, 1986 and is headquartered in Chicago, IL. | Miscellaneous |
Duff & Phelps Utility & Corporate Bond Trust, Inc.
 Duff & Phelps Utility & Corporate Bond Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Utility & Corporate Bond Trust, Inc. is a closed-end investment fund or trust, which engages in investing in diversified portfolio of income securities. The company was founded on November 23, 1992 and is headquartered in Chicago, IL. | Miscellaneous |
| Merger Fund | Miscellaneous |
| Virtus Variable Insurance Trust | Miscellaneous |
| RidgeWorth Funds | Miscellaneous |
Virtus Total Return Fund, Inc. /Old/
 Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund, Inc. operates as closed-end investment trust. Its investment objective is capital appreciation, with income as a secondary objective. The company invests its assets primarily in equity securities, consistent with the preservation of capital and reduction of risk. Virtus Total Return Fund, Inc. was founded on June 18, 1986 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Total Return Fund, Inc.
 Virtus Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund, Inc. is a closed-end diversified investment fund, which invests in equity securities and fixed income. Its seeks to generate total return, consisting of capital appreciation and income. The company was founded on July 21, 1988 and is headquartered in Greenfield, MA. | Miscellaneous |
Lazard World Trust Fund SICAF
 Lazard World Trust Fund SICAF Investment Trusts/Mutual FundsMiscellaneous Lazard World Trust Fund is a closed-end investment fund, which engages in investments in a portfolio of closed-end funds, investment trusts and holding companies, and other similarly traded companies whose shares are listed or traded on international exchanges, and generally at a discount to net asset value. The company was founded on June 20, 1991 and is headquartered in Luxembourg. | Miscellaneous |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Finance |
PXRE Group Ltd.
 PXRE Group Ltd. Property/Casualty InsuranceFinance PXRE Group Ltd. provides catastrophe and risk excess reinsurance to primary insurers and other reinsurers, mainly on commercial and personal property risks, including marine and aviation risks. | Finance |
The Nassau Cos. of New York, Inc.
 The Nassau Cos. of New York, Inc. Life/Health InsuranceFinance The Nassau Cos. of New York, Inc. is a holding company, offers annuities and life insurance services. Its products include life insurance, annuities, product prospectuses and application and forms. The company was founded in 1851 and is headquartered in Hartford, CT. | Finance |
| The Merger Fund VL | Miscellaneous |
Virtus AllianzGI Dividend, Interest & Premium Strategy Fund
 Virtus AllianzGI Dividend, Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Dividend, Interest & Premium Strategy Fund is a closed-end investment fund. It seeks current income and gains, with a secondary objective of long-term capital appreciation. The company was founded on August 20, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
Duff & Phelps Utility & Infrastructure Fund, Inc.
 Duff & Phelps Utility & Infrastructure Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Utility & Infrastructure Fund, Inc. is a non-diversified, closed-end investment company. It's investment objective is to seek total return resulting primarily from a high level of current income, with an emphasis on providing tax-advantaged dividend income, and growth in current income, and secondarily from capital appreciation. It invests in electric, gas, waster, telecommunications, and midstream energy industries. The company was founded on March 15, 2011 and is headquartered in Chicago, IL. | Miscellaneous |
| Virtus Strategy Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
 Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Income Fund is a closed-end management investment company, which aims to maximize total return through income on its investments and capital appreciation. Its portfolio of securities includes fixed income and other emerging instruments. The company was founded on December 22, 2010 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
 Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Total Income Fund operates as a closed-end investment fund. Its investment objective is to maximize total return, which consists of income and capital appreciation from investments in emerging markets securities. The company was founded on October 25, 2012 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Miscellaneous |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Diversified Income & Convertible Fund
 Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Diversified Income & Convertible Fund is a closed end investment fund, which objective is to provide total return through a combination of current income and capital appreciation, while seeking to provide downside protection against capital loss. The company was founded on May 26, 2015 and is headquartered in New York, NY. | Miscellaneous |
DTF Tax-Free Income 2028 Term Fund, Inc.
 DTF Tax-Free Income 2028 Term Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous DTF Tax-Free Income 2028 Term Fund Inc. is a diversified, closed-ended management investment company, which engages in income exemption from regular federal income tax consistent with the preservation of capital. The company was founded on September 24, 1991 and is headquartered in Chicago, IL. | Miscellaneous |
SeaCap Investment Advisors
 SeaCap Investment Advisors Investment ManagersFinance Founded in 1988, SeaCap Investment Advisors is a registered investment advisor located in Seattle, Washington. The firm manages customized fixed-income portfolios for institutional and private clients. | Finance |
Nassau Life Insurance Co.
 Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT. | Finance |
Cape Cod Healthcare, Inc.
 Cape Cod Healthcare, Inc. Hospital/Nursing ManagementHealth Services Cape Cod Healthcare, Inc. provides medical and surgical services. It operates two hospitals Cape Cod Hospital and Falmouth Hospital. The organization services include cancer care, behavioral health care, rehabilitation, mental health care, breast care and other diagnostic services. Cape Cod Healthcare was founded in 1996 and is located in Hyannis, MA. | Health Services |
| Virtus Investment Trust | Miscellaneous |
Argo Group International Holdings Ltd.
 Argo Group International Holdings Ltd. Insurance Brokers/ServicesFinance Argo Group International Holdings Ltd. engages in the provision of underwriting property and casualty insurance and reinsurance products. It operates through the following segments: U.S. Operations, International Operations, and Run-off Lines. The U.S. Operations segment include distribution through retail, wholesale, and managing general brokers/agents in the specialty insurance market. The International Operations segment involves in the insurance risks through the broker market, focusing on specialty property insurance, property catastrophe reinsurance, primary/excess casualty, professional liability and marine, and energy insurance. The Run-off Lines segment comprises liabilities associated with discontinued lines previously underwritten by the insurance subsidiaries. The company was founded in 1957 and is headquartered in Pembroke, Bermuda. | Finance |
| The Phoenix Funds | |
| PXRE Delaware, Inc. | |
| Cross Pond Partners LLC | |
DCA Total Return Fund
 DCA Total Return Fund Investment Trusts/Mutual FundsMiscellaneous DCA Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. It seeks to provide the unit holders with the current income and capital appreciation by investing its assets in global securities, including common equity, preferred equity and debt securities. The fund was founded on December 1, 2004 and is headquartered in Denver, CO. | Miscellaneous |
Virtus Convertible & Income Fund
 Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Convertible & Income Fund is diversified, closed-end fund, which seeks to provide total return through a combination of capital appreciation and current income. It invests in a portfolio of domestic convertible securities and non-convertible high yield bonds rated below investment grade. The company was founded on January 17, 2003 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income Fund II
 Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income Fund II operates as a closed-end fund, which seeks to provide total return through a combination of capital appreciation and high current income. It invests in a diversified portfolio of domestic convertible securities and non-convertible high-yield bonds rated below investment grade. The company was founded on April 22, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Equity & Convertible Income Fund
 Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Equity & Convertible Income Fund is a diversified, closed-end management investment company. Its investment objective is to seek total return comprised of capital appreciation, current income and gains. The company consists of common stocks, but may also include other types of equity securities, including preferred stocks, depository receipts, rights and warrants. AllianzGI Equity & Convertible Income Fund was founded in 2006 and is headquartered in Greenfield, MA. | Miscellaneous |
PXRE Corp.
 PXRE Corp. Specialty InsuranceFinance PXRE Corp. provides treaty and facultative reinsurance services. The private company is based in Edison, NJ. | Finance |
Virtus Total Return Fund /Old/
 Virtus Total Return Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund operates as a mutual fund closed-end investment. Its portfolio includes infrastructure in the communications, utility, energy, and transportation industries. Its objective is total return of capital appreciation and current income. The fund was founded on December 3, 2004 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Global Multi-Sector Income Fund
 Virtus Global Multi-Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Global Multi-Sector Income Fund is a diversified, closed-end management investment fund. Its objective is to maximize current income while preserving capital and seeks to generate current income and total return by applying credit research and a time-tested approach to capitalize on opportunities across undervalued sectors of the global bond markets. The company was founded on August 23, 2011 and is headquartered in Greenfield, MA. | Miscellaneous |
Duff & Phelps Select MLP & Midstream Energy Fund, Inc.
 Duff & Phelps Select MLP & Midstream Energy Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Select MLP & Midstream Energy Fund, Inc. is a non-diversified, closed-end management investment company. The Fund's investment objective is to seek a level of total return resulting from a combination of current tax-deferred distributions and capital appreciation. It is managed by Duff & Phelps Investment Management Co. The company was founded on March 28, 2014 and is headquartered in Hartford, CT. | Miscellaneous |
Nassau Life Insurance Co. (Investment Portfolio)
 Nassau Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Nassau Life Insurance Co. (Investment Portfolio) (Nassau-IP) is the investment portfolio division of Nassau Life Insurance Co., an insurance company headquartered in Hartford, Connecticut. Formerly known as Phoenix Life Insurance Co., the firm is a subsidiary of The Nassau Cos. of New York, Inc., which is owned by Nassau Reinsurance LLC. Nassau-IP manages the investment portfolio of insurance clients. | Finance |
| Seacap Partners, LLC | |
Virtus Convertible & Income 2024 Target Term Fund
 Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income 2024 Target Term Fund is a closed-end investment fund. Its objective is to provide a high level of income and to return fund?s original net asset value upon termination of the fund. The company was founded on March 21, 2017 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Artificial Intelligence & Technology Opportunities Fund
 Virtus Artificial Intelligence & Technology Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Artificial Intelligence & Tech Opp Fund is a diversified, limited term closed-end management investment company. Its objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The company was founded on May 24, 2019 and is headquartered in New York, NY. | Miscellaneous |
| Virtus Dividend Interest & Premium Strategy Fund | Miscellaneous |
Blue Owl GPSC Advisors LLC (Private Equity)
 Blue Owl GPSC Advisors LLC (Private Equity) Investment ManagersFinance Blue Owl GPSC Advisors LLC (Blue Owl GPSC Advisors) is a private equity subsidiary of Blue Owl Capital founded in 2011 by Jeffry Brown. The firm is headquartered in New York, New York. | Finance |
