Liu-Er Chen
Head-Equity Investments chez Macquarie Investment Management Business Trust
Provenance du réseau au premier degré de Liu-Er Chen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.
241
| Subsidiary | Investment Managers | 241 |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.
105
| Extinct | Investment Managers | 105 |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
53
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 53 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Liu-Er Chen via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments Head-Equity Investments | |
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 | Head-Equity Investments Analyst-Equity | |
| SEI INVESTMENTS COMPANY | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal President Director/Board Member Corporate Officer/Principal Chief Administrative Officer Chief Operating Officer | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
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 | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Compliance Officer President Corporate Secretary Director of Finance/CFO | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Director of Finance/CFO President President Corporate Officer/Principal Chief Administrative Officer Chief Investment Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Doctorate Degree | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
First Eagle Private Credit Fund
 First Eagle Private Credit Fund Investment ManagersFinance First Eagle Private Credit Fund invests in lower middle market companies located in the US with EBITDA of USD 5 to 50 million and enterprise value USD 25 to 125 million. The fund focuses on companies operating in the fields of business & financial, consumer, healthcare, media, information services & technology sectors. It provides financing in the form of debt capital for acquisition, refinancing and recapitalization. It also makes direct equity co-investments. | Investment Managers | Director/Board Member Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 50 |
Sectorielle
| Finance | 19 |
| Miscellaneous | 16 |
| Consumer Services | 15 |
| Commercial Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 168 |
| Undergraduate Degree | 88 |
| Portfolio Manager-Equities | 88 |
| Director/Board Member | 87 |
| Analyst-Equity | 74 |
Relations les plus connectées
| Insiders | |
|---|---|
| William Doran | 36 |
| Patrick P. Coyne | 30 |
| Russell Emery | 26 |
| Shawn Lytle | 23 |
| Roger Allen Early | 18 |
| Randall S. Yanker | 18 |
| Thomas Lemke | 16 |
| Richard Salus | 16 |
| Daniel Geatens | 13 |
| Joseph J. Devine | 10 |
| Chris Gowlland | 9 |
| Charles John | 9 |
| Steve Czepiel | 9 |
| Vivek Bommi | 9 |
| Greg Gizzi | 8 |
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