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Profil
Mr. Jeff S.
Wallace, CPA, is Senior Portfolio Manager at Ziegler Lotsoff Capital Management IL LLC.
Mr. Wallace was previously employed as Senior Vice President by Refco, Inc., a Principal by O'Connor & Associates, and a Principal by Ritchie Capital Management LLC.
He received his undergraduate degree from the University Of Illinois at Chicago.
Anciens postes connus de Jeff Scott Wallace
| Sociétés | Poste | Fin |
|---|---|---|
Highview Capital Management LLC /Old/
 Highview Capital Management LLC /Old/ Investment ManagersFinance Highview Capital Management manages a multi-strategy energy hedge fund. To help hedge the risk inherent in the energy sector, the fund trades in different asset classes including equity, credit, commodities and currencies. The fund uses leverage inherent to some products, thus the fund will not borrow in excess of leverage allowed for some securities. | President | - |
Refco, Inc.
 Refco, Inc. Investment Banks/BrokersFinance Provides investment brokerage services | Corporate Officer/Principal | 01/01/1998 |
O'Connor & Associates
 O'Connor & Associates Investment Banks/BrokersFinance Securities options concern | Corporate Officer/Principal | - |
Ritchie Capital Management LLC
 Ritchie Capital Management LLC Financial ConglomeratesFinance Ritchie seeks to exploit market inefficiencies in volatility using a convertible arbitrage strategy. The firm maintains a medium turnover rate | Corporate Officer/Principal | - |
Ziegler Lotsoff Capital Management IL LLC
 Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate. | Gestionnaire de Portefeuille-Actions | 18/06/2010 |
Formation de Jeff Scott Wallace
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ritchie Capital Management LLC
Ritchie Capital Management LLC Financial ConglomeratesFinance Ritchie seeks to exploit market inefficiencies in volatility using a convertible arbitrage strategy. The firm maintains a medium turnover rate | Finance |
Ziegler Lotsoff Capital Management IL LLC
Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate. | Finance |
Refco, Inc.
Refco, Inc. Investment Banks/BrokersFinance Provides investment brokerage services | Finance |
O'Connor & Associates
O'Connor & Associates Investment Banks/BrokersFinance Securities options concern | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Highview Capital Management LLC /Old/
Highview Capital Management LLC /Old/ Investment ManagersFinance Highview Capital Management manages a multi-strategy energy hedge fund. To help hedge the risk inherent in the energy sector, the fund trades in different asset classes including equity, credit, commodities and currencies. The fund uses leverage inherent to some products, thus the fund will not borrow in excess of leverage allowed for some securities. | Finance |
