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Kevin Birzer
Président chez
TORTOISE ENERGY INDEPENDENCE FUND, INC.
Profil
Harold Kevin Birzer is the founder of Fountain Capital Management LLC (1990), Tortoise Capital Advisors LLC (2002), TortoiseEcofin Investments LLC (2002), and Tortoise Credit Strategies LLC (2015) with titles held as Chairman of the Board at Tortoise Capital Advisors LLC and TortoiseEcofin Investments LLC, and Senior Managing Director & Chief Executive Officer at Tortoise Credit Strategies LLC.
Current jobs include Chief Executive Officer at Ecofin Advisors LLC, Chairman at Tortoise Total Return Fund LLC, Chairman at Tortoise Power & Energy Infrastructure Fund, Inc., Chairman at Tortoise Midstream Energy Fund, Inc., Chairman at Tortoise Pipeline & Energy Fund, Inc., and Chairman at Tortoise Energy Independence Fund, Inc. Former jobs include Chairman at Tortoise North American Energy Corp.
(2005-2014), Chairman at CorEnergy Infrastructure Trust, Inc. (2005-2011), Chairman at Tortoise Energy Capital Corp.
(2005-2014), Chairman at Tortoise Energy Infrastructure Corp.
(2003-2025), Chairman at Tortoise Sustainable & Social Impact Term Fund (2019-2024), Director at Tortoise Gas & Oil Corp.
(2009), Principal at KPMG Peat Marwick LLP, Vice President at Drexel Burnham Lambert, Inc. (1986-1989), and Vice President at F.
Martin Koenig & Co. (1986).
Education includes an undergraduate degree from the University of Notre Dame (1981) and an MBA from New York University (1985).
Postes actifs de Kevin Birzer
| Sociétés | Poste | Début |
|---|---|---|
| TORTOISE MIDSTREAM ENERGY FUND, INC. | Président | 23/04/2010 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Président | 19/07/2011 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | Président | 01/06/2012 |
Tortoise Power & Energy Infrastructure Fund
 Tortoise Power & Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Président | 05/07/2007 |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance Invests in energy infrastructure | Fondateur | 01/12/2002 |
Tortoise Total Return Fund LLC
 Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Président | 01/01/2007 |
Ecofin Advisors LLC
 Ecofin Advisors LLC Investment ManagersFinance Provides investment advice | Directeur Général | - |
Anciens postes connus de Kevin Birzer
| Sociétés | Poste | Fin |
|---|---|---|
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Fondateur | 01/03/2025 |
| TORTOISE ENERGY INFRASTRUCTURE CORPORATION | Président | 01/01/2025 |
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Formation de Kevin Birzer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
21
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 21 |
|---|---|
Tortoise Energy Infrastructure Corp.
 Tortoise Energy Infrastructure Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
Tortoise North American Energy Corp.
 Tortoise North American Energy Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CorEnergy Infrastructure Trust, Inc.
 CorEnergy Infrastructure Trust, Inc. Real Estate Investment TrustsFinance Operates as a real estate investment trust that invests in energy infrastructure assets | Finance |
Tortoise Total Return Fund LLC
Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Tortoise Gas & Oil Corp.
 Tortoise Gas & Oil Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
TortoiseEcofin Investments LLC
TortoiseEcofin Investments LLC Financial ConglomeratesFinance Invests in energy infrastructure | Finance |
Tortoise Power & Energy Infrastructure Fund
Tortoise Power & Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Midstream Energy Fund, Inc
 Tortoise Midstream Energy Fund, Inc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Pipeline & Energy Fund Inc.
 Tortoise Pipeline & Energy Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Tortoise Energy Independence Fund Inc.
 Tortoise Energy Independence Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
KPMG Peat Marwick LLP
 KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Drexel Burnham Lambert, Inc.
 Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Process Industries |
Fountain Capital Management LLC
 Fountain Capital Management LLC Investment ManagersFinance Fountain Capital Management specializes in managing high yield bond portfolios focusing on the higher credit quality sectors of the High Yield bond market. They build portfolios of companies in growing industries with improving credit profiles. Fountain seeks to add value over a full market cycle by identifying more credit quality upgrades than the market and by avoiding downgrades and defaults. Fountain's Short Duration High Yield strategy invests in the BB and B rated segments of the non-investment grade market. The strategy focuses on seasoned credits with maturities of 7 years or less. Portfolio duration is typically around 2 years. Fountain invests in bonds of companies with improving fundamentals in growing industries. A top-down approach is used to identify and overweight industries with the highest and most sustainable growth prospects or to underweight or avoid industries where there is a higher risk of downgrades and defaults. Fountain uses a bottom-up approach to identify companies within favored industries that have strong free cash flow, established debt service records and asset values well above debt levels. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. Fountain analysts perform all credit research in-house. Sales typically occur when the company experiences deterioration of credit fundamentals, management or management philosophy change, or if the security becomes overvalued. Fountains Total Return High Yield strategy invests in the non-investment grade sector of the corporate bond market. This strategy seeks to maximize total return while limiting risk by concentrating on the middle to higher credit quality sectors of the high yield universe. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. The firm believes investing in the bonds of companies with improving credit fundamentals in growing industries allows them to experience more upgrades and fewer downgrades than the market. Over a full market cycle this strategy is designed to capture excess return with lower than market volatility. Fountain uses the same top-down sector selection process, bottom-up security selection process and sale discipline as they use in their Short Duration High Yield strategy. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tortoise Energy Capital Corp.
 Tortoise Energy Capital Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
F. Martin Koenig & Co. | |
Tortoise Credit Strategies LLC
 Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies’ opportunistic approach emphasizes the utilization of traditional fixed income instruments within the various sectors of the bond market. Their non-municipals strategies are constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The firm’s primary strategy involves overweighting and underweighting sectors consistent with a particular economic business cycle phase. The decision to avoid sectors that may be overvalued or may have poor credit fundamentals is as important as selection and rotation of sectors that may have favorable credit and valuation trends. | Finance |
Ecofin Sustainable & Social Impact Term Fund
 Ecofin Sustainable & Social Impact Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Ecofin Advisors LLC
Ecofin Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
