Sean F. Powers

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Profil

Mr. Sean F.
Powers is Senior Portfolio Manager at BPV Capital Management LLC.
He has over 15 years of experience in financial markets.
Before joining BPV Capital Management September 2015, Mr. Powers served as Chief Investment Officer and Portfolio Manager for Cain Brothers Asset Management.
He managed a hedged equity model for an advisor, was a Managing Director/Portfolio Manager for Lotsoff Capital Management., and grain trader with Cargill, Inc. At Lotsoff, he led a team that managed the Global Interest Rated Hedged Fund (GIRHF), which focused on investing in volatility, carry related, and directional strategies in G7 & emerging market currencies and global bonds.
Under his leadership, GIRHF grew from $250 million to $1 billion in assets.
He also worked as Hedge Desk Manager by Wickes, Inc. He has expertise in portfolio construction, risk-based asset allocation strategies, listed, OTC, and exotic options, foreign exchange, global interest rates, alternative investments, and creating hedging programs across asset classes.
Mr. Powers received his BA degree from Brown University and an MS in Financial Markets & Trading from Illinois Institute of Technology.

Anciens postes connus de Sean F. Powers

Sociétés	Poste	Fin
BPV Capital Management LLC BPV Capital Management LLC Investment ManagersFinance BPV currently manages assets for SMAs using three distinct but related strategies, the the Short Duration Government Mortgage Backed Securities (MBS) Strategy, the Systematic Global Macro Strategy and the Systematic Global Equity Strategy. All of BPV’s strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed and are managed to meet each client's specific investment objectives and risk tolerance. The Short Duration Government MBS Strategy invests in high quality, interest bearing-securities in the US fixed and variable interest rate markets, generally US Treasury, Agency and Agency MBS (including CMOs). BPV's Systematic Global Macro Strategy uses a risk-based allocation methodology to determine exposures in global investment markets, including equity, credit, nominal bond, inflation linked bond, commodity and foreign currency. BPV's Systematic Global Equity Strategy uses a risk-based allocation methodology to determine exposures in global equity markets. The strategy seeks to capture a significant proportion of upside equity returns while avoiding a significant proportion of downside equity returns, thus reducing the volatility of returns relative to the MSCI All Country World Index. The BPV Core Diversification Fund seeks to achieve long-term capital appreciation and is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives. The BPV Wealth Preservation Fund and the BPV Low Volatility Fund seek to achieve long-term capital preservation while generating long-term capital appreciation through investments in both equity and fixed income securities that generate dividend or interest income (long positions), while also hedging a substantial portion of the long positions using options. The BPV Large Cap Value Fund seeks long-term capital appreciation by investing primarily in equity securities of large companies. The fund seeks to outperform the Russell 1000 Value Index by using a quantitative process to construct a diversified portfolio. The BPV Income Opportunities Fund seeks to provide current income and, secondarily, capital appreciation. The fund applies a flexible strategy that seeks to capitalize on opportunities in a wide variety of income-producing securities.	Gestionnaire de Portefeuille-Actions	04/08/2016
BPV Resources LLC BPV Resources LLC Investment ManagersFinance BPV Resources provides institutional investment management services using an investment approach based on an overall risk management perspective, a focus on current market conditions and an overriding commitment to maximizing compound returns relative to the amount of risk assumed. The firm manages assets in accordance with three distinct but related strategies: the Fixed Income Strategy, the Global Systematic Risk Allocation Strategy and the Global Equity Strategy. The strategies are often combined within a client’s portfolio to meet the investment objectives. All of BPV's investment strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed. BPV manages most client accounts on a discretionary basis and has full authority in determining what securities to buy and sell. The firm implements its investment strategies through investments in a range of securities and other financial instruments, including, US government securities, fixed income securities, MBS, commercial paper, CDs, municipal securities, equities (both individual stocks and baskets of stocks), commodities, foreign currency, related instruments (e.g., futures, forwards, exchange-traded funds or notes, total return swaps), equity volatility related instruments, and long and short call options and put options on the underlying or related instruments.	Directeur en chef des Investissements	01/09/2015
Ziegler Lotsoff Capital Management IL LLC Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate.	Corporate Officer/Principal	01/05/2008
Wickes, Inc. Wickes, Inc. Home Improvement ChainsRetail Trade Retails and distributes building materials	Corporate Officer/Principal	-
Cargill, Inc. Cargill, Inc. Wholesale DistributorsDistribution Services Distributes agricultural commodities, animal feeds and food products	Corporate Officer/Principal	01/09/1996

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Entreprise privées	7
Wickes, Inc. Wickes, Inc. Home Improvement ChainsRetail Trade Retails and distributes building materials	Retail Trade
Cargill, Inc. Cargill, Inc. Wholesale DistributorsDistribution Services Distributes agricultural commodities, animal feeds and food products	Distribution Services
Ziegler Lotsoff Capital Management IL LLC Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate.	Finance
BPV Capital Management LLC BPV Capital Management LLC Investment ManagersFinance BPV currently manages assets for SMAs using three distinct but related strategies, the the Short Duration Government Mortgage Backed Securities (MBS) Strategy, the Systematic Global Macro Strategy and the Systematic Global Equity Strategy. All of BPV’s strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed and are managed to meet each client's specific investment objectives and risk tolerance. The Short Duration Government MBS Strategy invests in high quality, interest bearing-securities in the US fixed and variable interest rate markets, generally US Treasury, Agency and Agency MBS (including CMOs). BPV's Systematic Global Macro Strategy uses a risk-based allocation methodology to determine exposures in global investment markets, including equity, credit, nominal bond, inflation linked bond, commodity and foreign currency. BPV's Systematic Global Equity Strategy uses a risk-based allocation methodology to determine exposures in global equity markets. The strategy seeks to capture a significant proportion of upside equity returns while avoiding a significant proportion of downside equity returns, thus reducing the volatility of returns relative to the MSCI All Country World Index. The BPV Core Diversification Fund seeks to achieve long-term capital appreciation and is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives. The BPV Wealth Preservation Fund and the BPV Low Volatility Fund seek to achieve long-term capital preservation while generating long-term capital appreciation through investments in both equity and fixed income securities that generate dividend or interest income (long positions), while also hedging a substantial portion of the long positions using options. The BPV Large Cap Value Fund seeks long-term capital appreciation by investing primarily in equity securities of large companies. The fund seeks to outperform the Russell 1000 Value Index by using a quantitative process to construct a diversified portfolio. The BPV Income Opportunities Fund seeks to provide current income and, secondarily, capital appreciation. The fund applies a flexible strategy that seeks to capitalize on opportunities in a wide variety of income-producing securities.	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Illinois Institute of Technology Illinois Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BPV Resources LLC BPV Resources LLC Investment ManagersFinance BPV Resources provides institutional investment management services using an investment approach based on an overall risk management perspective, a focus on current market conditions and an overriding commitment to maximizing compound returns relative to the amount of risk assumed. The firm manages assets in accordance with three distinct but related strategies: the Fixed Income Strategy, the Global Systematic Risk Allocation Strategy and the Global Equity Strategy. The strategies are often combined within a client’s portfolio to meet the investment objectives. All of BPV's investment strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed. BPV manages most client accounts on a discretionary basis and has full authority in determining what securities to buy and sell. The firm implements its investment strategies through investments in a range of securities and other financial instruments, including, US government securities, fixed income securities, MBS, commercial paper, CDs, municipal securities, equities (both individual stocks and baskets of stocks), commodities, foreign currency, related instruments (e.g., futures, forwards, exchange-traded funds or notes, total return swaps), equity volatility related instruments, and long and short call options and put options on the underlying or related instruments.	Finance