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Gerald Willis Wheeler
Plus aucun poste en cours
Profil
Gerald Willis Wheeler is the founder of del Rey Global Investors LLC.
He worked as a General Counsel at Brandes Investment Partners LP, NWQ Investment Management Co. LLC, and Ivory Investment Management LLC.
He also worked as a Principal at Morgan Stanley Investment Management, Inc. and Willkie Farr & Gallagher LLP.
Additionally, he served as the Chief Compliance Officer and Chief Legal & Compliance Officer at Miller.
Mr. Wheeler received his undergraduate degree from The Trustees of Columbia University in The City of New York in 1985 and his graduate degree from the University of Michigan in 1988.
Anciens postes connus de Gerald Willis Wheeler
| Sociétés | Poste | Fin |
|---|---|---|
del Rey Global Investors LLC
 del Rey Global Investors LLC Investment ManagersFinance del Rey Global Investors (DRGI) offers investment advisory services focusing on international and global investment strategies. They take a long-term approach and implement their investment strategies through an active research-driven, fundamentals-based, value-oriented process. The firm 's investment discipline seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality. DRGI's three proprietary investment strategies include: International Equity, International Equity (ADR) and Global Equity. | Fondateur | 01/01/2015 |
Ivory Investment Management LLC
 Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | Conseiller Juridique Général | 31/12/2009 |
NWQ Investment Management Co. LLC
 NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Conseiller Juridique Général | - |
Miller/Howard Funds Trust
 Miller/Howard Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open-end management investment company | Compliance Officer | - |
| MILLER/HOWARD HIGH INCOME EQUITY FUND | Compliance Officer | - |
Formation de Gerald Willis Wheeler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes uses Graham & Dodd value principles with an emphasis on long-term total return. As a Graham & Dodd value-oriented, global investment adviser, they apply fundamental analysis to bottom-up security selection. The firm aims to outperform relevant benchmarks over the long-term. | Finance |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Finance |
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | 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 |
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance del Rey Global Investors (DRGI) offers investment advisory services focusing on international and global investment strategies. They take a long-term approach and implement their investment strategies through an active research-driven, fundamentals-based, value-oriented process. The firm 's investment discipline seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality. DRGI's three proprietary investment strategies include: International Equity, International Equity (ADR) and Global Equity. | Finance |
Miller/Howard High Income Equity Fund
 Miller/Howard High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Willkie Farr & Gallagher LLP
 Willkie Farr & Gallagher LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miller/Howard Funds Trust
Miller/Howard Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open-end management investment company | Miscellaneous |
