Profil
Mr. Kayvon Shahbaz is Portfolio Analyst at Capital Tactics Advisors LLC since May 2011.
He is also Vice President at Kayvon Property Management LLC.
Mr. Shahbaz was previously employed as Investment Banking Analyst by Stephens, Inc. and Portfolio Analyst by Highland Capital Management LLC.
Mr. Shahbaz received his BBA in Finance & Economics from Southern Methodist University-Cox School of Business.
Anciens postes connus de Kayvon Shahbaz
| Sociétés | Poste | Fin |
|---|---|---|
Capital Tactics Advisors LLC
Capital Tactics Advisors LLC Investment ManagersFinance Capital Tactics Advisors focuses on event-driven investment themes and places particular emphasis on corporate event detection based on a proprietary process in which they screen Internet-based information sources. The firm seeks to maximize long-term, risk-adjusted absolute returns through long and short investments across the capital structure. Their strategy focuses on major corporate events to drive a superior internal rate of return. CTA pursues investment opportunities following general categories: (1) risk arbitrage (2) capital structure arbitrage (3) short-term information advantages (4) spin-offs (5) distressed debt (6) post-bankruptcy equities (7) operational restructurings (8) other categories including, but not limited to stub-trades, share class convergence or divergence, holding company trades, litigation-based securities and certain securities whose price may be dependent on other unconventional metrics (9) long and short positions in debt and equities (10) bank debt, trade claims and other senior securities (11) credit default swaps (12) listed equity options (13) swap agreements and (14) new issues including IPOs, follow-on offerings of additional new securities and secondary offerings of shares by existing shareholders. In the US, for their managed account, CTA may trade (on a long and short basis) listed securities including common and preferred stocks, convertible stocks, convertible bonds, traditional bonds, notes, debentures, Government issued securities, shares of investment companies and mutual funds, contracts for publicly traded options and ETFS including leveraged ETFs. Outside of the US, the firm may trade (on a long and short basis) listed fixed-income and equity securities similar to those listed above specifically in Germany, Ireland, Japan, Switzerland and the UK, as well as listed equity securities only in Hong Kong. In addition, CTA may trade any listed American Depository Receipts or American Depository Shares. | Analyst-Equity | 31/12/2014 |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Highland Capital Management LLC
Highland Capital Management LLC Investment ManagersFinance Highland Capital manages fixed income and equity portfolios. The firm’s equity investment philosophy is geared toward identifying and investing in equities that they believe will generate above market returns with below market risks. Their investment process utilizes proprietary and quantitative models in conjunction with a detailed research process to select the companies to invest in from the S&P 500 for our equity portfolios. For fixed income securities, Highland Capital aims to achieve returns that are above the market average while holding volatility at or below that of the market over an interest rate cycle. | Corporate Officer/Principal | - |
Formation de Kayvon Shahbaz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Highland Capital Management LLC
Highland Capital Management LLC Investment ManagersFinance Highland Capital manages fixed income and equity portfolios. The firm’s equity investment philosophy is geared toward identifying and investing in equities that they believe will generate above market returns with below market risks. Their investment process utilizes proprietary and quantitative models in conjunction with a detailed research process to select the companies to invest in from the S&P 500 for our equity portfolios. For fixed income securities, Highland Capital aims to achieve returns that are above the market average while holding volatility at or below that of the market over an interest rate cycle. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Tactics Advisors LLC
Capital Tactics Advisors LLC Investment ManagersFinance Capital Tactics Advisors focuses on event-driven investment themes and places particular emphasis on corporate event detection based on a proprietary process in which they screen Internet-based information sources. The firm seeks to maximize long-term, risk-adjusted absolute returns through long and short investments across the capital structure. Their strategy focuses on major corporate events to drive a superior internal rate of return. CTA pursues investment opportunities following general categories: (1) risk arbitrage (2) capital structure arbitrage (3) short-term information advantages (4) spin-offs (5) distressed debt (6) post-bankruptcy equities (7) operational restructurings (8) other categories including, but not limited to stub-trades, share class convergence or divergence, holding company trades, litigation-based securities and certain securities whose price may be dependent on other unconventional metrics (9) long and short positions in debt and equities (10) bank debt, trade claims and other senior securities (11) credit default swaps (12) listed equity options (13) swap agreements and (14) new issues including IPOs, follow-on offerings of additional new securities and secondary offerings of shares by existing shareholders. In the US, for their managed account, CTA may trade (on a long and short basis) listed securities including common and preferred stocks, convertible stocks, convertible bonds, traditional bonds, notes, debentures, Government issued securities, shares of investment companies and mutual funds, contracts for publicly traded options and ETFS including leveraged ETFs. Outside of the US, the firm may trade (on a long and short basis) listed fixed-income and equity securities similar to those listed above specifically in Germany, Ireland, Japan, Switzerland and the UK, as well as listed equity securities only in Hong Kong. In addition, CTA may trade any listed American Depository Receipts or American Depository Shares. | Finance |
















