Profil
Mr. Raymond J.
Schleinkofer, CFA, is an Investment Director at UCLA Investment Co.
Mr. Schleinkofer was previously employed as a Senior Portfolio Manager for external managers in the traditional asset classes at the Pennsylvania Public School Employees’ Retirement System (PSERS).
Prior to joining PSERS, Ray served as the CIO of ViosCapital, a single-family office in suburban Philadelphia where He hired over 40 investment managers around the globe in both traditional and alternative asset classes.
In each of these roles he was critical in developing the infrastructure and investment processes of institutional investment offices.
Earlier in his career, He spent over 10 years in equity research at firms including Thomas Weisel Partners and SG Cowen.
He is a graduate of the Wharton School of Business and a holder of the CFA designation.
Postes actifs de Raymond J. Schleinkofer
| Sociétés | Poste | Début |
|---|---|---|
Ucla Investment Co.
Ucla Investment Co. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations | Director of Investments | 01/02/2019 |
Anciens postes connus de Raymond J. Schleinkofer
| Sociétés | Poste | Fin |
|---|---|---|
Verdis Investment Management LLC
Verdis Investment Management LLC Investment ManagersFinance Verdis seeks to produce attractive long-term, risk-adjusted investment results, manage risks, and perform well in markets where investment conditions are difficult. The firm generally employs a “manager of managers” or fund-of-funds approach in providing advisory services to the Funds, whereby the firm makes recommendations or has discretion to make decisions as to the investment of capital with third party Managers (either through the retention of such manager as a sub-adviser to a portion of the Account or investment of Account assets in a pooled investment vehicle advised by the Manager). | Analyst-Equity | 01/08/2013 |
Sturdivant & Co., Inc. (Broker)
Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2005 |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 07/03/2003 |
Natwest Securities Corp. | Corporate Officer/Principal | - |
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Corporate Officer/Principal | - |
Formation de Raymond J. Schleinkofer
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 |
|---|---|
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sturdivant & Co., Inc. (Broker)
Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Natwest Securities Corp. | |
Verdis Investment Management LLC
Verdis Investment Management LLC Investment ManagersFinance Verdis seeks to produce attractive long-term, risk-adjusted investment results, manage risks, and perform well in markets where investment conditions are difficult. The firm generally employs a “manager of managers” or fund-of-funds approach in providing advisory services to the Funds, whereby the firm makes recommendations or has discretion to make decisions as to the investment of capital with third party Managers (either through the retention of such manager as a sub-adviser to a portion of the Account or investment of Account assets in a pooled investment vehicle advised by the Manager). | Finance |
Ucla Investment Co.
Ucla Investment Co. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations | Miscellaneous |
















