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Profil
Ward Paul Lindenmayer worked as a Securities Analyst at Nelson Capital Management, Inc. He then worked as a Securities Analyst at S.G.
Warburg & Co., Inc. Later, he worked as an Analyst at Montgomery Securities, Inc. He then became the President of Garland Investment Management, Inc. After that, he worked as a Portfolio Manager at SDR Capital Management, Inc. and as a Senior Vice President & Portfolio Manager at BTR Capital Management, Inc. Mr. Lindenmayer received his undergraduate degree from San Francisco State University and his MBA from the University of California, Berkeley.
Anciens postes connus de Ward Lindenmayer
| Sociétés | Poste | Fin |
|---|---|---|
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Gestionnaire de Portefeuille-Actions | 01/11/2022 |
SDR Capital Management, Inc.
 SDR Capital Management, Inc. Investment ManagersFinance SDR's goal is to obtain long-term capital appreciation in growth-oriented and value-oriented companies across all sectors of the U.S. economy, with some emphasis on international stocks through ADRs. The portfolio management team invests in long positions and may use option hedging and other defensive investment strategies. They do not employ margin, and in difficult environments may hold a meaningful percentage of cash/cash equivalents to protect investors. | Gestionnaire de Portefeuille-Actions | - |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Nelson Capital Management (NCM) specializes in socially responsible and sustainable investing. The firm seeks to provide for the long-term growth of assets while minimizing the volatility of returns. NCM selects investments from high-quality stocks, bonds, cash equivalents, alternative investments and offers access to other investment resources or mutual funds when appropriate. NCM's investment process begins with establishing strategic and tactical asset allocation weightings for various asset classes including directional shifts regarding domestic versus international, growth versus value, large-cap versus small-cap and high-quality versus low-quality. The firm uses proprietary metrics in their asset allocation decisions and also uses non-proprietary tools to review historical asset class performance, correlations and volatility. NCM also utilizes Monte Carlo simulations at this level for specific clients to test the probabilities of reaching their long-term goals. The firm's Large-Cap Equity strategy is based on a GARP investment approach that targets companies that demonstrate leadership in growing industries and are currently undervalued relative to the broader markets. A proprietary framework, based on quantitative techniques, fundamental analysis and qualitative judgment is used to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM considers a variety of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are selected based on exemplary credit rating, competitive projected returns and other factors. NCM's fixed-income strategy is dependent on each client's tax sensitivity. NCM's customized socially responsible portfolios offer clients the opportunity to earn competitive returns through investments that are consistent with their personal values. The firm analyzes corporate behavior using over 40 social screens, including both supportive and exclusionary criteria, which cover a broad range of social issues. Companies are screened based on: community impact, corporate governance, diversity, employee relations, environment and sustainability, international relations and human rights and products and services. Screens following specific religions are also available including Catholic, Conservative Christian and Islamic. Companies that are automatically excluded from NCM's socially responsible investment portfolios include: (1) companies that derive revenues from the production of tobacco products or from activities closely associated with the production of tobacco products (2) companies that manufacture handguns, automatic weapons or rifles or that derive substantial revenues from the distribution and/or sale of handguns or weapons and (3) companies that generates electricity from nuclear fuels or own an interest in a nuclear power plant (4) companies that derive substantial revenue from the design or construction of nuclear power plants (5) companies that mine, process or enrich uranium or are otherwise involved in the nuclear fuel cycle (6) companies that derive substantial revenues from the sale of key parts or equipment for generating power through using nuclear fuels (7) companies whose primary business involves the manufacture or distribution of handguns and/or weapons and (8) companies that derive substantial revenue from Defense Department contracts which involve the manufacturing of weapons. The Wells Fargo Advantage Social Sustainability Fund employs a similar strategy as NCM's socially responsible client portfolios. The process begins with a quantitative approach using fundamental valuation criteria to identify strong companies that are priced below their intrinsic value. NCM then employs both exclusionary and inclusionary social screening processes. The screening process incorporates full integration of environmental, social and governance (ESG) related factors. The fund seeks long-term capital appreciation by investing in securities which meet the funds investment and social sustainability criteria. The fund avoids companies that are determined as having a weak corporate social responsibility and/or sustainability records. The fund also avoids investments in companies significantly involved in: (1) manufacturing tobacco products (2) manufacturing alcoholic beverages (3) gambling operations or (4) manufacturing weapons. The fund seeks to invest in companies that are determined to have met some of the following positive environmental, social and governance criteria: (1) sound corporate governance and business ethics policies and practices (2) good environmental compliance and performance records (3) safe and healthy work environments and fair treatment of employees and (4) contribution to the quality of life in the communities in which they operate. | Corporate Officer/Principal | - |
S.G. Warburg & Co., Inc.
 S.G. Warburg & Co., Inc. Investment Banks/BrokersFinance Investment bank | Corporate Officer/Principal | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | - |
Formation de Ward Lindenmayer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Nelson Capital Management (NCM) specializes in socially responsible and sustainable investing. The firm seeks to provide for the long-term growth of assets while minimizing the volatility of returns. NCM selects investments from high-quality stocks, bonds, cash equivalents, alternative investments and offers access to other investment resources or mutual funds when appropriate. NCM's investment process begins with establishing strategic and tactical asset allocation weightings for various asset classes including directional shifts regarding domestic versus international, growth versus value, large-cap versus small-cap and high-quality versus low-quality. The firm uses proprietary metrics in their asset allocation decisions and also uses non-proprietary tools to review historical asset class performance, correlations and volatility. NCM also utilizes Monte Carlo simulations at this level for specific clients to test the probabilities of reaching their long-term goals. The firm's Large-Cap Equity strategy is based on a GARP investment approach that targets companies that demonstrate leadership in growing industries and are currently undervalued relative to the broader markets. A proprietary framework, based on quantitative techniques, fundamental analysis and qualitative judgment is used to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM considers a variety of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are selected based on exemplary credit rating, competitive projected returns and other factors. NCM's fixed-income strategy is dependent on each client's tax sensitivity. NCM's customized socially responsible portfolios offer clients the opportunity to earn competitive returns through investments that are consistent with their personal values. The firm analyzes corporate behavior using over 40 social screens, including both supportive and exclusionary criteria, which cover a broad range of social issues. Companies are screened based on: community impact, corporate governance, diversity, employee relations, environment and sustainability, international relations and human rights and products and services. Screens following specific religions are also available including Catholic, Conservative Christian and Islamic. Companies that are automatically excluded from NCM's socially responsible investment portfolios include: (1) companies that derive revenues from the production of tobacco products or from activities closely associated with the production of tobacco products (2) companies that manufacture handguns, automatic weapons or rifles or that derive substantial revenues from the distribution and/or sale of handguns or weapons and (3) companies that generates electricity from nuclear fuels or own an interest in a nuclear power plant (4) companies that derive substantial revenue from the design or construction of nuclear power plants (5) companies that mine, process or enrich uranium or are otherwise involved in the nuclear fuel cycle (6) companies that derive substantial revenues from the sale of key parts or equipment for generating power through using nuclear fuels (7) companies whose primary business involves the manufacture or distribution of handguns and/or weapons and (8) companies that derive substantial revenue from Defense Department contracts which involve the manufacturing of weapons. The Wells Fargo Advantage Social Sustainability Fund employs a similar strategy as NCM's socially responsible client portfolios. The process begins with a quantitative approach using fundamental valuation criteria to identify strong companies that are priced below their intrinsic value. NCM then employs both exclusionary and inclusionary social screening processes. The screening process incorporates full integration of environmental, social and governance (ESG) related factors. The fund seeks long-term capital appreciation by investing in securities which meet the funds investment and social sustainability criteria. The fund avoids companies that are determined as having a weak corporate social responsibility and/or sustainability records. The fund also avoids investments in companies significantly involved in: (1) manufacturing tobacco products (2) manufacturing alcoholic beverages (3) gambling operations or (4) manufacturing weapons. The fund seeks to invest in companies that are determined to have met some of the following positive environmental, social and governance criteria: (1) sound corporate governance and business ethics policies and practices (2) good environmental compliance and performance records (3) safe and healthy work environments and fair treatment of employees and (4) contribution to the quality of life in the communities in which they operate. | Finance |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Finance |
SDR Capital Management, Inc.
SDR Capital Management, Inc. Investment ManagersFinance SDR's goal is to obtain long-term capital appreciation in growth-oriented and value-oriented companies across all sectors of the U.S. economy, with some emphasis on international stocks through ADRs. The portfolio management team invests in long positions and may use option hedging and other defensive investment strategies. They do not employ margin, and in difficult environments may hold a meaningful percentage of cash/cash equivalents to protect investors. | Finance |
Garland Investment Management, Inc.
 Garland Investment Management, Inc. Investment ManagersFinance Garland Investment Management tends to invest in the stocks of US large-cap companies in the energy minerals, finance, health technology and consumer non-durables sectors. The firm maintains a very low turnover rate | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
S.G. Warburg & Co., Inc.
S.G. Warburg & Co., Inc. Investment Banks/BrokersFinance Investment bank | Finance |
