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William Bailey Bannick
Plus aucun poste en cours
Profil
William Bailey Bannick worked as a Portfolio Manager at Bjurman, Barry & Associates, OFI Global Institutional, Inc., and as a Principal at Chevron U.S.A., Inc. and Stone & Webster Engineering Corp.
He also served as the Chief Compliance Officer at Cadence Capital Management LLC.
Bannick earned an MBA from Boston University in 1975 and an undergraduate degree from the University of Massachusetts in 1970.
Anciens postes connus de William Bailey Bannick
| Sociétés | Poste | Fin |
|---|---|---|
Bjurman, Barry & Associates
 Bjurman, Barry & Associates Investment ManagersFinance Bjurman, Barry & Associates (BBA) utilizes a team approach to make all major investment policy decisions for the portfolios under management. The firm believes that in the long term, corporate earnings drive stock prices. In the short term, changing expectations regarding a company's earnings prospects are the driving force behind its stock price movement. They believe that the stock of a rapidly growing company whose prospects are improving will, if bought at a reasonable price, more often than not prove to be an excellent investment. BBA continually reviews investment alternatives and implements changes when more attractive investment opportunities become available. They make investment decisions on an intermediate time horizon. In their equity selection process, BBA emphasizes companies with above average earnings growth prospects. They seek high quality, profitable companies with capable management teams, above average reinvestment rates and strong competitive positions within their industry. The firm utilizes a top-down/bottom-up approach in developing model portfolios. They start with a series of five screens to rank a universe of companies. The five screens, three of which focus on growth characteristics and two on value, include the following: earnings-to-price growth, cash flow-to-price, earnings-to-price strength, p/e to growth ratio and earnings-to-price revision. Through this effort, they identify companies offering the best growth prospects, while selling at reasonable prices. The investment policy committee then identifies the most attractive sectors and industries using top-down economic analysis. The portfolio managers, acting as a strategy team, set the percentage weightings of each holding. The resulting model portfolios are under constant review by the committee. Stocks are reviewed for possible sale if the committee determines that a stock has fallen 15% from its recent high or cost, loses its earnings momentum, is no longer undervalued or is in an industry that is no longer expected to perform well. Traditional fixed-income accounts are fully invested in securities emphasizing high quality fixed-income bonds. The primary objective in managing their fixed-income portfolio is to maximize total return given a client's specific risk tolerance. BBA structures the fixed-income portfolio to provide a high and consistent level of income while preserving the capital by minimizing credit risk and controlling market risk. | Corporate Officer/Principal | - |
Stone & Webster Engineering Corp. | Corporate Officer/Principal | - |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Gestionnaire de Portefeuille-Actions | - |
Chevron U.S.A., Inc.
 Chevron U.S.A., Inc. Integrated OilEnergy Minerals Produces crude oil and natural gas & manufactures transportation fuels, lubricants and petrochemicals | Corporate Officer/Principal | - |
Cadence Capital Management LLC
 Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics. | Compliance Officer | - |
Formation de William Bailey Bannick
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Bjurman, Barry & Associates
Bjurman, Barry & Associates Investment ManagersFinance Bjurman, Barry & Associates (BBA) utilizes a team approach to make all major investment policy decisions for the portfolios under management. The firm believes that in the long term, corporate earnings drive stock prices. In the short term, changing expectations regarding a company's earnings prospects are the driving force behind its stock price movement. They believe that the stock of a rapidly growing company whose prospects are improving will, if bought at a reasonable price, more often than not prove to be an excellent investment. BBA continually reviews investment alternatives and implements changes when more attractive investment opportunities become available. They make investment decisions on an intermediate time horizon. In their equity selection process, BBA emphasizes companies with above average earnings growth prospects. They seek high quality, profitable companies with capable management teams, above average reinvestment rates and strong competitive positions within their industry. The firm utilizes a top-down/bottom-up approach in developing model portfolios. They start with a series of five screens to rank a universe of companies. The five screens, three of which focus on growth characteristics and two on value, include the following: earnings-to-price growth, cash flow-to-price, earnings-to-price strength, p/e to growth ratio and earnings-to-price revision. Through this effort, they identify companies offering the best growth prospects, while selling at reasonable prices. The investment policy committee then identifies the most attractive sectors and industries using top-down economic analysis. The portfolio managers, acting as a strategy team, set the percentage weightings of each holding. The resulting model portfolios are under constant review by the committee. Stocks are reviewed for possible sale if the committee determines that a stock has fallen 15% from its recent high or cost, loses its earnings momentum, is no longer undervalued or is in an industry that is no longer expected to perform well. Traditional fixed-income accounts are fully invested in securities emphasizing high quality fixed-income bonds. The primary objective in managing their fixed-income portfolio is to maximize total return given a client's specific risk tolerance. BBA structures the fixed-income portfolio to provide a high and consistent level of income while preserving the capital by minimizing credit risk and controlling market risk. | Finance |
Chevron U.S.A., Inc.
Chevron U.S.A., Inc. Integrated OilEnergy Minerals Produces crude oil and natural gas & manufactures transportation fuels, lubricants and petrochemicals | Energy Minerals |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
Cadence Capital Management LLC
Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stone & Webster Engineering Corp. |
