Mona Patni

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mona Patni worked as a Vice President, Portfolio Manager & Senior Analyst at MacKay Shields LLC, a Portfolio Manager at New York Life Investment Management LLC, and a Systems Analyst at Tata Unisys Ltd. She was also a Vice President, Portfolio Manager & Senior Analyst at Cornerstone Capital Management Holdings LLC from 2009 to 2018 and a Principal at Pricewaterhousecoopers LLC.
Patni earned an undergraduate degree from the University of Mumbai and an MBA from The Leonard N Stern School of Business.

Anciens postes connus de Mona Patni

Sociétés	Poste	Fin
Cornerstone Capital Management Holdings LLC Cornerstone Capital Management Holdings LLC Investment ManagersFinance Cornerstone Capital Management Holdings (CCMH) offers a variety of global systematic equity strategies that seek to achieve targeted returns, while minimizing risk to the portfolio. In managing these strategies, the firm uses proprietary models which have quantitative alpha forecasting engines that are designed to help position the investment team to capitalize on positive as well as negative forecasts. ^ CCMH also offers a variety of global fundamental equity strategies. For these strategies, the firm's global fundamental equity investment team employs a bottom-up investment approach, incorporating individual company fundamental analysis, industry competitive dynamics, and macroeconomic analysis to identify long-term holdings in companies that have the potential for sustained growth. ^ CCMH invests primarily in domestic and international equity securities; but depending on the client's objectives, may also invest in futures, ETFs, & contracts for difference; ADRs; U.S. Government agency securities; repurchase agreements; convertible securities; foreign currencies; and foreign currency contracts. For accounts that permit them, CCMH may engage in derivatives transactions such as swaps, options, futures and forward contracts. ^	Analyst-Equity	01/01/2018
New York Life Investment Management LLC New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions.	Gestionnaire de Portefeuille-Actions	31/12/2008
MacKay Shields LLC MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.	Analyst-Equity	-
Tata Unisys Ltd.	Corporate Officer/Principal	-
Pricewaterhousecoopers LLC	Corporate Officer/Principal	-

Voir l'expérience en détail de Mona Patni

Formation de Mona Patni

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Mona Patni

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	7
MacKay Shields LLC MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.	Finance
New York Life Investment Management LLC New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions.	Finance
University of Mumbai University of Mumbai Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tata Unisys Ltd.
Cornerstone Capital Management Holdings LLC Cornerstone Capital Management Holdings LLC Investment ManagersFinance Cornerstone Capital Management Holdings (CCMH) offers a variety of global systematic equity strategies that seek to achieve targeted returns, while minimizing risk to the portfolio. In managing these strategies, the firm uses proprietary models which have quantitative alpha forecasting engines that are designed to help position the investment team to capitalize on positive as well as negative forecasts. ^ CCMH also offers a variety of global fundamental equity strategies. For these strategies, the firm's global fundamental equity investment team employs a bottom-up investment approach, incorporating individual company fundamental analysis, industry competitive dynamics, and macroeconomic analysis to identify long-term holdings in companies that have the potential for sustained growth. ^ CCMH invests primarily in domestic and international equity securities; but depending on the client's objectives, may also invest in futures, ETFs, & contracts for difference; ADRs; U.S. Government agency securities; repurchase agreements; convertible securities; foreign currencies; and foreign currency contracts. For accounts that permit them, CCMH may engage in derivatives transactions such as swaps, options, futures and forward contracts. ^	Finance
Pricewaterhousecoopers LLC
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services