Dan Morris
Gestionnaire de Portefeuille-Actions chez Consolidated Investment Group LLC
Profil
Daniel Toshiro Morris is a Portfolio Manager at Consolidated Investment Group LLC since 2014.
Prior to this, he worked as a Junior Analyst at CIBC World Markets Corp.
(Old) from 2004 to 2008, a Research Analyst at Oppenheimer & Co., Inc. (Broker) from 2008 to 2010, a Senior Research Analyst at Analysis Group, Inc. from 1998 to 2002, and a Vice President at BDCA Venture Adviser LLC in 2013.
Mr. Morris received his undergraduate degree from Princeton University in 1998 and his MBA from the University of California, Berkeley in 2004.
Postes actifs de Dan Morris
| Sociétés | Poste | Début |
|---|---|---|
Consolidated Investment Group LLC
 Consolidated Investment Group LLC Investment ManagersFinance Consolidated Investment Group LLC (CIG) is an independent investment advisory firm headquartered in Englewood, Colorado. The firm was founded by David Merage in 2003. CIG provides investment advice to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Dan Morris
| Sociétés | Poste | Fin |
|---|---|---|
BDCA Venture Adviser LLC
 BDCA Venture Adviser LLC Investment ManagersFinance Founded in 1997, BDCA Venture Adviser LLC is a registered investment advisor and merchant bank headquartered in Greenwood Village, Colorado. The firm manages BDCA Venture, Inc, a closed-end fund (regulated as a business development company under the Investment Company Act of 1940) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. BDCA Venture’s shares are listed on Nasdaq under the ticker symbol BDCV. | Gestionnaire de Portefeuille-Actions | 30/04/2013 |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Analyst-Equity | 31/12/2010 |
CIBC World Markets Corp. (Old)
 CIBC World Markets Corp. (Old) Financial ConglomeratesFinance CIBC World Markets is a full-service investment bank headquartered in New York City. CIBC provides an internationally integrated research product through three primary strategies. In the US, the firm provides research coverage available in areas of focus, including technology, telecommunications, healthcare, energy, power generation and technology, financial institutions, consumer growth, real estate and media. In Canada, the firm offers the full spectrum of coverage for all of the sectors that form the TSE 300 Index. Their broad investment grade analysis of return bond Indices provides daily performance of the Canadian bond market. The sectors covered are: government of Canada bonds, provincial and municipal bonds and corporate bonds rated AAA/AA, A and BBB. Also available is a monthly ABS/MBS market report that provides information on ABS market conditions, market summary data and monthly performance reports on outstanding transactions. This report includes information about the MBS market, including key statistics on MBS spreads and prepayments. Another report contains MBS trading data, cash flows and other key data. A separate monthly Portfolio Valuation Report provides month end pricing for ABS and MBS transactions. Corporate debt research produces highly targeted credit analysis and research for investment grade and high yield debt securities. The corporate bond review covers bond market action, new issues, price/yield movements, rating changes, and buy/sell recommendations. The fixed-income research group produces actionable fundamental and technical analysis, strategies, products, and runs bond indexes and quantitative models relating specifically to fixed income markets, bond portfolios, and individual securities. CIBC provides risk management solutions to corporations, investors, financial institutions, and governments across all asset classes: interest rates, equities, credit, currency, and commodities. CIBC World Markets is a subsidiary of Canadian Imperial Bank of Commerce. | Analyst-Equity | 13/01/2008 |
Analysis Group, Inc.
 Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Corporate Officer/Principal | 31/12/2002 |
Formation de Dan Morris
| University of California, Berkeley | Masters Business Admin |
| Princeton University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance CIBC World Markets is a full-service investment bank headquartered in New York City. CIBC provides an internationally integrated research product through three primary strategies. In the US, the firm provides research coverage available in areas of focus, including technology, telecommunications, healthcare, energy, power generation and technology, financial institutions, consumer growth, real estate and media. In Canada, the firm offers the full spectrum of coverage for all of the sectors that form the TSE 300 Index. Their broad investment grade analysis of return bond Indices provides daily performance of the Canadian bond market. The sectors covered are: government of Canada bonds, provincial and municipal bonds and corporate bonds rated AAA/AA, A and BBB. Also available is a monthly ABS/MBS market report that provides information on ABS market conditions, market summary data and monthly performance reports on outstanding transactions. This report includes information about the MBS market, including key statistics on MBS spreads and prepayments. Another report contains MBS trading data, cash flows and other key data. A separate monthly Portfolio Valuation Report provides month end pricing for ABS and MBS transactions. Corporate debt research produces highly targeted credit analysis and research for investment grade and high yield debt securities. The corporate bond review covers bond market action, new issues, price/yield movements, rating changes, and buy/sell recommendations. The fixed-income research group produces actionable fundamental and technical analysis, strategies, products, and runs bond indexes and quantitative models relating specifically to fixed income markets, bond portfolios, and individual securities. CIBC provides risk management solutions to corporations, investors, financial institutions, and governments across all asset classes: interest rates, equities, credit, currency, and commodities. CIBC World Markets is a subsidiary of Canadian Imperial Bank of Commerce. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
BDCA Venture Adviser LLC
BDCA Venture Adviser LLC Investment ManagersFinance Founded in 1997, BDCA Venture Adviser LLC is a registered investment advisor and merchant bank headquartered in Greenwood Village, Colorado. The firm manages BDCA Venture, Inc, a closed-end fund (regulated as a business development company under the Investment Company Act of 1940) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. BDCA Venture’s shares are listed on Nasdaq under the ticker symbol BDCV. | Finance |
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Commercial Services |
Consolidated Investment Group LLC
Consolidated Investment Group LLC Investment ManagersFinance Consolidated Investment Group LLC (CIG) is an independent investment advisory firm headquartered in Englewood, Colorado. The firm was founded by David Merage in 2003. CIG provides investment advice to individual and institutional clients. | Finance |
