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David Trevelyan Polak
Director of Investments chez Capital Research & Management Co.
Provenance du réseau au premier degré de David Trevelyan Polak
Entité | Type d'entité | Industrie | |
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Capital Research & Management Co.
![]() Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds.
84
| Subsidiary | Investment Managers | 84 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à David Trevelyan Polak via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Capital Research & Management Co. (World Investors)
![]() Capital Research & Management Co. (World Investors) Investment ManagersFinance Capital Research & Management Co., doing business as Capital World Investors (CWI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co., which is ultimately owned by the Capital Group of Cos. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. CWI is the retail entity of the Capital Group. | Investment Managers | Portfolio Manager-Fixed Income Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities President Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Capital Research & Management Co. (Global Investors)
![]() Capital Research & Management Co. (Global Investors) Investment ManagersFinance Capital Research & Management Co. (Global Investors), do-business-as Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Cos., which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International. | Investment Managers | Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Capital Group Cos., Inc.
![]() The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Chief Executive Officer President Chairman Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member | |
Stanford Graduate School of Business | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Capital Research & Management Co. (International Investors)
![]() Capital Research & Management Co. (International Investors) Investment ManagersFinance Capital Research & Management Co. (International Investors) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 by Jonathan Bell Lovelace and operates as a subsidiary of The Capital Group Cos., Inc. They provide services mainly to investment companies and manage accounts for non-1940 act investment funds. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Capital International Ltd.
![]() Capital International Ltd. Investment ManagersFinance Capital International Ltd. (Capital UK) is the Great Britain-based investment subsidiary of Capital Group International Inc., itself a subsidiary of The Capital Group Cos., Inc. in the US. The firm do-business-as Capital Research & Management Co. (UK Branch). Headquartered in London, Capital UK was founded in 1982 and provides discretionary investment management services to segregated institutional clients in the UK and across Europe. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Masters Business Admin Graduate Degree Undergraduate Degree | |
Capital International, Inc.
![]() Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Capital Research & Management Co. (Fixed Income Investors)
![]() Capital Research & Management Co. (Fixed Income Investors) Investment ManagersFinance Capital Research & Management Co. (Fixed Income Investors) (CRMC-FII) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Jonathan Bell Lovelace in 1931 and operates as a wholly-owned subsidiary of The Capital Group Companies, Inc. CRMC-FII provides investment management services to registered investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Director of Research - Equity Analyst-Fixed Income | |
The Paley Center for Media
![]() The Paley Center for Media Internet Software/ServicesTechnology Services The Paley Center for Media is a non-profit organization that leads discussions about the cultural, creative, and social significance of television, radio, and emerging platforms. The non-profit company is based in Beverly Hills, CA. The center draws upon its curatorial expertise, an international collection, and close relationships with the media community to provide respected programming. The Paley Archive, containing over 160,000 television and radio programs and advertisements, is accessible to the public. The center also serves as a neutral setting for media professionals to engage in discussion and debate about the evolving media landscape. Maureen J. Reidy has been the CEO of the company since 2013. | Internet Software/Services | Director/Board Member Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
American Funds Retirement Income Portfolio Series
![]() American Funds Retirement Income Portfolio Series Investment Trusts/Mutual FundsMiscellaneous American Funds Retirement Income Portfolio Series is an open-end management investment company. Its series include three managed portfolios-conservative, moderate and enhanced, which helps retirees address their income and longevity needs. The company is headquartered in Irvine, CA. | Investment Trusts/Mutual Funds | President Director/Board Member | |
Capital Research Co. (California)
![]() Capital Research Co. (California) Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Research Co. (California) is a company based in Los Angeles, CA. The company provides investment advice. Bradley Johnston Vogt has been the CEO of the company since 2009. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Claremont McKenna College | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Southern California Public Radio
![]() Southern California Public Radio BroadcastingConsumer Services Southern California Public Radio operates radio stations. It also features signature public radio programs from American Public Media, the BBC and Public Radio International. The company is headquartered in Pasadena, CA. | Broadcasting | Director/Board Member Director/Board Member | |
Farallon Capital Management LLC
![]() Farallon Capital Management LLC Investment ManagersFinance Farallon Capital Management LLC (Farallon) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1986 and is a wholly-owned subsidiary of Farallon Capital Management LP. Farallon provides administrative services and discretionary investment management services to private investment funds, the securities of which are offered to investors on a private placement basis; and to separately managed accounts for institutions such as endowments, foundations, charitable organizations and state and municipal government entities. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Capital International, Inc. (Hong Kong)
![]() Capital International, Inc. (Hong Kong) Investment ManagersFinance Capital International, Inc. (Hong Kong) (CII HK) is the investment advisory division of Capital International Inc., ultimately held by US-based The Capital Group Cos., Inc. The firm is headquartered in Hong Kong and was founded in 1983. CII HK provides investment services to a range of clients such as individuals, families, businesses and institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Capital Group Investment Management Pte Ltd.
![]() Capital Group Investment Management Pte Ltd. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Group Investment Management Pte Ltd. is a global investment management firm based in Singapore, Singapore. Since 1931, the Singaporean company has been helping millions of investors worldwide pursue their real-life goals. The company offers financial solutions to financial professionals, investors, institutions, and consultants. The company's website provides important information about investment objectives, risks, charges, and expenses. The company's trademarks are owned by The Capital Group Companies, Inc., and all other company and product names mentioned are the property of their respective companies. The use of this website is intended for residents only and is subject to approval by the home office. The CEO of the company is Andrew Francis Budden. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
St. John's University | College/University | Graduate Degree Masters Business Admin | |
Occidental College | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Sovereign Asset Management LLC
![]() Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management LLC is privately-held investment advisory firm headquartered in Oklahoma City, Oklahoma. It was founded in 1991 by Donald L. Sazdanoff. The firm provides discretionary investment management services to individuals and institutional investors, through separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
The Growth Fund of America | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Children of Fallen Patriots Foundation | Director/Board Member | ||
Asian Art Museum
![]() Asian Art Museum Other Consumer ServicesConsumer Services Asian Art Museum operates as a art and culture houses. It offers events, exhibitions, and collection. The company was founded in 1959 and is headquartered in San Francisco, CA. | Other Consumer Services | Director/Board Member | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 47 |
Hong Kong | 3 |
Royaume-Uni | 2 |
Singapour | 2 |
Sectorielle
Consumer Services | 27 |
Finance | 18 |
Miscellaneous | 3 |
Commercial Services | 3 |
Technology Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 110 |
Analyst-Equity | 96 |
Director/Board Member | 71 |
Corporate Officer/Principal | 70 |
Undergraduate Degree | 67 |
Relations les plus connectées
Insiders | |
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Susan Tolson | 19 |
Jack G. McDonald | 17 |
Brittain Ezzes | 12 |
Gordon Crawford | 11 |
Joseph R. Higdon | 11 |
Rob Lovelace | 11 |
Wesley K. S. Phoa | 9 |
Richard M. Beleson | 9 |
Marc Eliot Nabi | 9 |
Jody Jonsson | 9 |
Mark L. Casey | 8 |
Raymond Joseph | 8 |
Thomas Batten | 8 |
Michael Cohen | 8 |
Carl Michael Kawaja | 8 |
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