Dan Roberts
Directeur en chef des Investissements chez MacKay Shields LLC
Profil
Dr. Daniel C.
Roberts is an Executive Managing Director & Head of Global Fixed Income at MacKay Shields LLC.
He is also a Chief Investment Officer.
His responsibilities include spearheading macro-economic research, managing portfolios and chairing GFI’s Investment Policy Committee.
Directing the IPC is he is most important investment responsibility as this Committee is the foundation of the GFI team-based approach to managing portfolios.
The IPC’s voting members are GFI’s three most senior investment professionals, who have worked together for nearly two decades.
Dr. Roberts joined MacKay Shields in 2004 when the firm acquired the fixed income business of Pareto Partners, where he had served as Chief Investment Officer.
He first began assembling his team in 1989, when he was appointed head of fixed income at UBS Asset Management.
In 1997 the team joined Forstmann-Leff International and was subsequently purchased by Pareto Partners in 2000.
Prior to UBS, he worked at Chase Manhattan Bank, initially as a Financial Economist before being named head of Global Interest Rate and Currency Swaps Trading.
Before joining the private sector, he served at The White House with the President’s Council of Economic Advisors from 1981 to 1983, was the Chief of Staff of the U.S.
Congress’ Joint Economic Committee from 1984 to 1985 and was an economist at the U.S.
Securities and Exchange Commission from 1977 to 1978.
Dr. Roberts holds a BBA and a PhD from University of Iowa.
He has been working in the investment industry since 1977.
Postes actifs de Dan Roberts
| Sociétés | Poste | Début |
|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Directeur en chef des Investissements | 01/01/2004 |
Anciens postes connus de Dan Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Pareto Partners Ltd.
 Pareto Partners Ltd. Investment ManagersFinance Pareto Partners Ltd (Pareto Partners) is a venture capital firm founded in 1991 by John Nafeh. The firm is headquartered in Portola Valley, California. | Corporate Officer/Principal | 31/12/2003 |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | 31/12/1988 |
| US Securities & Exchange Commission | Corporate Officer/Principal | 31/12/1978 |
Forstmann-Leff International, Inc.
 Forstmann-Leff International, Inc. Regional BanksFinance Forstmann-Leff International, Inc. provides investment management services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
UBS Asset Management, Inc.
 UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Formation de Dan Roberts
| University of Iowa | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Finance |
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Finance |
Pareto Partners Ltd.
Pareto Partners Ltd. Investment ManagersFinance Pareto Partners Ltd (Pareto Partners) is a venture capital firm founded in 1991 by John Nafeh. The firm is headquartered in Portola Valley, California. | Finance |
Forstmann-Leff International, Inc.
Forstmann-Leff International, Inc. Regional BanksFinance Forstmann-Leff International, Inc. provides investment management services. The private company is based in New York, NY. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
| US Securities & Exchange Commission | Finance |
