David Louis Fogel
Directeur Financier/CFO chez IQ Physical Diamond Trust
Profil
David Louis Fogel founded Smartportfolio.com, Inc. in 1998, Circle Peak Capital LLC in 2003, and IndexIQ Advisors LLC in 2007, where he worked as Senior Advisor from 2007 to 2018.
Mr. Fogel also currently works at IndexIQ Active ETF Trust, as CFO, Treasurer, Chief Compliance Officer & EVP from 2008, IndexIQ Trust, as CFO, Treasurer, Chief Compliance Officer & EVP from 2011, and IQ Physical Diamond Trust, as Chief Financial Officer & Executive Vice President.
Mr. Fogel also formerly worked at TheStreet, Inc., as Vice President & Head of New Product Development, Sullivan & Cromwell LLP, as Attorney, and Groton Partners LLC, as Vice President.
Mr. Fogel received his undergraduate degree, graduate degree, and Masters Business Admin degree from Georgetown University.
Postes actifs de David Louis Fogel
| Sociétés | Poste | Début |
|---|---|---|
IQ Physical Diamond Trust
 IQ Physical Diamond Trust Wholesale DistributorsDistribution Services IQ Physical Diamond Trust operates as a common law trust that holds physical diamonds to issue Baskets in exchange for deposits of diamonds and to distribute diamonds in connection with redemptions of Baskets. The trust intends to issue additional Shares on a continuous basis. Its investment objective is to reflect the performance of the price of Diamond Parcels, less the expenses of the Trust's operations. The company was founded in 2012 and is headquartered in Rye Brook, NY. | Directeur Financier/CFO | - |
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY. | Directeur Financier/CFO | 01/10/2008 |
| IndexIQ Trust | Directeur Financier/CFO | 01/01/2011 |
Anciens postes connus de David Louis Fogel
| Sociétés | Poste | Fin |
|---|---|---|
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Fondateur | 01/12/2018 |
Groton Partners LLC
 Groton Partners LLC Investment Banks/BrokersFinance Groton Partners LLC provides financial advisory services. The private company is based in New York, NY and has subsidiaries in the United States. The CEOs are Christopher McGhee, Luis E. Rinaldini, Michael Yon. The company was founded by Luis E. Rinaldini. | Corporate Officer/Principal | - |
Circle Peak Capital LLC
 Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York. | Fondateur | - |
Smartportfolio.com, Inc.
 Smartportfolio.com, Inc. Internet Software/ServicesTechnology Services Smartportfolio.com, Inc. operates a financial newsletter business via the Internet. The company was founded by David L. Fogel and Gregory D. Bassuk in 1998 and is headquartered in New York, NY. | Fondateur | - |
| THESTREET, INC. | Corporate Officer/Principal | - |
Formation de David Louis Fogel
| Georgetown University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
TheStreet, Inc.
 TheStreet, Inc. Commercial Printing/FormsCommercial Services TheStreet, Inc. engages in the provision of financial news and information to investors and institutions worldwide. It operates through the following segments: TheDeal/BoardEx, RateWatch, and Business to Consumer. The TheDeal/BoardEx segment are based of proprietary and commercial systems developed for consumption by institutional clients. The RateWatch segment maintains a constantly-updated database of deposit, loan, and fee rate data from financial institutions using proprietary software and commercial software both internally and within the Amazon Web Services environment. The Business to Consumer segment is led by the namesake website of the company, and includes free content and houses its premium subscription products which targets varying segments of the retail investing public. The company was founded by James J. Cramer and Martin Peretz in 1996 and is headquartered in New York, NY. | Commercial Services |
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Finance |
IndexIQ Active ETF Trust
IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY. | Miscellaneous |
| IndexIQ Trust | Miscellaneous |
IQ Physical Diamond Trust
IQ Physical Diamond Trust Wholesale DistributorsDistribution Services IQ Physical Diamond Trust operates as a common law trust that holds physical diamonds to issue Baskets in exchange for deposits of diamonds and to distribute diamonds in connection with redemptions of Baskets. The trust intends to issue additional Shares on a continuous basis. Its investment objective is to reflect the performance of the price of Diamond Parcels, less the expenses of the Trust's operations. The company was founded in 2012 and is headquartered in Rye Brook, NY. | Distribution Services |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Commercial Services |
Smartportfolio.com, Inc.
Smartportfolio.com, Inc. Internet Software/ServicesTechnology Services Smartportfolio.com, Inc. operates a financial newsletter business via the Internet. The company was founded by David L. Fogel and Gregory D. Bassuk in 1998 and is headquartered in New York, NY. | Technology Services |
Circle Peak Capital LLC
Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York. | Finance |
Groton Partners LLC
Groton Partners LLC Investment Banks/BrokersFinance Groton Partners LLC provides financial advisory services. The private company is based in New York, NY and has subsidiaries in the United States. The CEOs are Christopher McGhee, Luis E. Rinaldini, Michael Yon. The company was founded by Luis E. Rinaldini. | Finance |
