Profil
Mr. Chad M.
Nelson, CFA MBA, is a Portfolio Manager & Managing Partner at Invenire Capital LLC, a Managing Partner at Invenire Partners LP and a Member at The New York Society of Security Analysts, Inc. He has been providing capital markets advice to micro cap companies for over 20 years, has public company Board of Director experience.
Mr. Nelson began his career in 1995 in the Asset Management division of Lazard Limited, both London and New York offices, a leading financial advisory and asset management firm that advises on mergers, acquisitions, restructuring, capital structure and strategy.
In 1999, he joined the institutional boutique firm of Thomson Horstmann & Bryant, Inc where he spent two years as a research analyst prior to his elevation to Director of Research and Lead Portfolio Manager of a pioneer institutional strategy, Micro Cap active management.
He received a Bachelor of Science in Finance (1993, Summa Cum Laude, minor in Economics) from Northwest Missouri State University and he also holds Master of Business Administration from the University of Missouri-Kansas City (1994).
He is a CFA charterholder and a member of the New York Society of Securities Analysts.
Postes actifs de Chad Michael Nelson
| Sociétés | Poste | Début |
|---|---|---|
Invenire Capital LLC
Invenire Capital LLC Investment ManagersFinance Invenire Capital offers a limited capacity, actively managed portfolio of approximately 20-30 companies with market capitalizations commonly characterized as micro-cap in nature. | Directeur Général | 01/01/2017 |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | - |
Invenire Partners LP
Invenire Partners LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Chad Michael Nelson
| Sociétés | Poste | Fin |
|---|---|---|
| SITO MOBILE, LTD. | Directeur/Membre du Conseil | 18/03/2020 |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Analyst-Equity | - |
Thomson, Horstmann & Bryant, Inc.
Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance THB maintains a disciplined, market-tested investment philosophy and an active investment approach to create exposure to the US micro, small, and mid-cap, and international and global small-cap asset classes. | Gestionnaire de Portefeuille-Actions | - |
Formation de Chad Michael Nelson
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 |
|---|---|
SITO Mobile Ltd.
SITO Mobile Ltd. Advertising/Marketing ServicesCommercial Services Operates mobile media advertising and messaging platforms | Commercial Services |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomson, Horstmann & Bryant, Inc.
Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance THB maintains a disciplined, market-tested investment philosophy and an active investment approach to create exposure to the US micro, small, and mid-cap, and international and global small-cap asset classes. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Finance |
Northwest Missouri State University
Northwest Missouri State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
Invenire Capital LLC
Invenire Capital LLC Investment ManagersFinance Invenire Capital offers a limited capacity, actively managed portfolio of approximately 20-30 companies with market capitalizations commonly characterized as micro-cap in nature. | Finance |
Invenire Partners LP
Invenire Partners LP Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Miscellaneous |
















