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Profil
Thomas O'Connor formerly worked at First Boston Corp., as Senior Trader, Union Bank of Switzerland, as Senior Trader, Vanderbilt Capital Advisors LLC (New York), as Senior Portfolio Manager, Smith Barney & Co., Inc., as Senior Trader, Montgomery Asset Management LLC, as Portfolio Manager from 2000 to 2002, and Allspring Global Investments LLC, as Portfolio Manager.
Mr. O'Connor received his undergraduate degree from the University of Vermont.
Anciens postes connus de Tom O'Connor
| Sociétés | Poste | Fin |
|---|---|---|
Montgomery Asset Management LLC
 Montgomery Asset Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2002 |
Vanderbilt Capital Advisors LLC (New York)
 Vanderbilt Capital Advisors LLC (New York) Investment ManagersFinance Vanderbilt considers five key variables that are determinants of fixed-income performance: monetary policy, level of economic activity, shape of the yield curve, inflation and real rates. Appropriate data is analyzed using modeling techniques and the accumulated experience of their investment professionals. The firm researches the risk-reward relationships among the various sectors of the debt market. They maintain a core portfolio of the highest quality securities until another sector of the bond market offers value. A proprietary statistical test is used to ascertain values across sectors. Care is taken to compare spreads only at comparable points on the business cycle. In addition, volatility is monitored in order to properly price the embedded options in non-Treasury securities. Issue selection in the corporate sector is made based on superior credit profiles versus a peer group and upward credit momentum as evidenced by significant positive earnings announcements. Credit quality is gauged by measures that emphasize cash flow and liquidity. Issue selection in the mortgage sector utilizes horizon analysis. The mortgage team combines prepayment characteristics with yield curve effects and volatility expectations in order to study return/risk scenarios. The primary objective of Vanderbilt's Short Duration bond management strategy is to provide above average returns, which over time lead to cumulative superior returns. They concentrate on identifying the best combination of yield and relative value within our duration parameters. Once the duration decision has been established, the firm determines the optimal positioning of assets along the yield curve. A regression model is used to highlight areas on the curve that are rich, cheap and fairly valued. In addition, other quantitative methods are employed to support the results of this model. In particular, they analyze the effect of the roll and monitor the trade-off between bullets and barbells. For sector selection, this quantification of relative value is identified by the analysis of the following two factors: yield spreads and volatility expectations. | Gestionnaire de Portefeuille-Actions | 01/01/2000 |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
First Boston Corp.
 First Boston Corp. Real Estate Investment TrustsFinance Operates as real estate investment trusts | Corporate Officer/Principal | - |
Union Bank of Switzerland
 Union Bank of Switzerland Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formation de Tom O'Connor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
First Boston Corp.
First Boston Corp. Real Estate Investment TrustsFinance Operates as real estate investment trusts | Finance |
Union Bank of Switzerland
Union Bank of Switzerland Major BanksFinance Provides banking services | Finance |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Vanderbilt Capital Advisors LLC (New York)
Vanderbilt Capital Advisors LLC (New York) Investment ManagersFinance Vanderbilt considers five key variables that are determinants of fixed-income performance: monetary policy, level of economic activity, shape of the yield curve, inflation and real rates. Appropriate data is analyzed using modeling techniques and the accumulated experience of their investment professionals. The firm researches the risk-reward relationships among the various sectors of the debt market. They maintain a core portfolio of the highest quality securities until another sector of the bond market offers value. A proprietary statistical test is used to ascertain values across sectors. Care is taken to compare spreads only at comparable points on the business cycle. In addition, volatility is monitored in order to properly price the embedded options in non-Treasury securities. Issue selection in the corporate sector is made based on superior credit profiles versus a peer group and upward credit momentum as evidenced by significant positive earnings announcements. Credit quality is gauged by measures that emphasize cash flow and liquidity. Issue selection in the mortgage sector utilizes horizon analysis. The mortgage team combines prepayment characteristics with yield curve effects and volatility expectations in order to study return/risk scenarios. The primary objective of Vanderbilt's Short Duration bond management strategy is to provide above average returns, which over time lead to cumulative superior returns. They concentrate on identifying the best combination of yield and relative value within our duration parameters. Once the duration decision has been established, the firm determines the optimal positioning of assets along the yield curve. A regression model is used to highlight areas on the curve that are rich, cheap and fairly valued. In addition, other quantitative methods are employed to support the results of this model. In particular, they analyze the effect of the roll and monitor the trade-off between bullets and barbells. For sector selection, this quantification of relative value is identified by the analysis of the following two factors: yield spreads and volatility expectations. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Montgomery Asset Management LLC
Montgomery Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
