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David Abraham Shapiro
Analyst-Equity chez
City National Rochdale LLC
Profil
Mr. David A. Shapiro is a Lead Portfolio Manager of Equity Income & Director at RBC Rochdale LLC.
He joined the firm in 2014.
He is Lead Portfolio Manager for the firm's Equity Income strategy.
In this role, he is responsible for the portfolio construction, trade execution, and tactical implementation of our Equity Income strategies within our unified equity investment framework.
He also provides fundamental research coverage of the Consumer Staples and Real Estate sectors in support of all our equity strategies.
He has over 25 years of experience in investment research and analysis and financial services.
Prior to joining the firm, Mr. Shapiro held senior analyst positions covering consumer and other sectors at a few long-short equity hedge funds.
Before moving to the buy side, Mr. Shapiro was an Equity Research Associate at Lehman Brothers.
He also spent five years in investment banking and business development roles, working on corporate partnerships, restructurings, capital raisings, and acquisitions.
He received his MBA in Finance from Columbia Business School.
He also received a BS in Economics from the Wharton School and a BA in Sociology from the College of Arts of Sciences at the University of Pennsylvania.
Postes actifs de David Abraham Shapiro
| Sociétés | Poste | Début |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Analyst-Equity | 01/03/2014 |
Anciens postes connus de David Abraham Shapiro
| Sociétés | Poste | Fin |
|---|---|---|
Macellum Capital Management LLC
 Macellum Capital Management LLC Investment ManagersFinance Macellum is a fundamental, value-oriented manager that invests in undervalued companies that it believes can appreciate significantly in value as a result of a change in corporate strategy or improvements in operations, capital allocation or corporate governance. The firm generally focuses on sub two billion market capitalization companies where many inefficiencies exist and opportunities fall below most activists’ minimum investment size. They target companies with self-inflicted problems, that can be fixed, and good balance sheets for downside protection. | Analyst-Equity | 31/12/2013 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Corporate Officer/Principal | - |
Scout Capital Management LLC
 Scout Capital Management LLC Investment ManagersFinance Scout Capital Management's investment objective is to maximize risk adjusted returns over the long-term, primarily through investments in equity securities and opportunistically in credit instruments and securities. The funds' investments may include U.S. or non-U.S., long or short positions in publicly traded or privately issued or negotiated common stocks, preferred stocks, stock warrants and rights, corporate debt, bonds, notes or other debentures or debt participations, convertible securities, fixed income securities, swaps, currencies, options, futures contracts, commodities and forward contracts, derivative instruments, fund interests and other securities or financial instruments including those of investment companies. Scout sometimes takes large positions, which can result in highly concentrated client portfolios. Scout generally makes capital allocation decisions based on bottom-up fundamental research. They generally focus on opportunities within certain business models or industries which they believe they maintain some specialized knowledge. Scout maintains a flexible approach with regard to determining net exposure, shifting the net exposure depending on the relative attractiveness of long versus short opportunities in the market. In general, the firm seeks to maintain a net long bias. | Corporate Officer/Principal | - |
Formation de David Abraham Shapiro
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Scout Capital Management LLC
Scout Capital Management LLC Investment ManagersFinance Scout Capital Management's investment objective is to maximize risk adjusted returns over the long-term, primarily through investments in equity securities and opportunistically in credit instruments and securities. The funds' investments may include U.S. or non-U.S., long or short positions in publicly traded or privately issued or negotiated common stocks, preferred stocks, stock warrants and rights, corporate debt, bonds, notes or other debentures or debt participations, convertible securities, fixed income securities, swaps, currencies, options, futures contracts, commodities and forward contracts, derivative instruments, fund interests and other securities or financial instruments including those of investment companies. Scout sometimes takes large positions, which can result in highly concentrated client portfolios. Scout generally makes capital allocation decisions based on bottom-up fundamental research. They generally focus on opportunities within certain business models or industries which they believe they maintain some specialized knowledge. Scout maintains a flexible approach with regard to determining net exposure, shifting the net exposure depending on the relative attractiveness of long versus short opportunities in the market. In general, the firm seeks to maintain a net long bias. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Macellum Capital Management LLC
Macellum Capital Management LLC Investment ManagersFinance Macellum is a fundamental, value-oriented manager that invests in undervalued companies that it believes can appreciate significantly in value as a result of a change in corporate strategy or improvements in operations, capital allocation or corporate governance. The firm generally focuses on sub two billion market capitalization companies where many inefficiencies exist and opportunities fall below most activists’ minimum investment size. They target companies with self-inflicted problems, that can be fixed, and good balance sheets for downside protection. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
