Peter S. Kaplan
Head-Equity Investments chez Merganser Capital Management LLC
Profil
Mr. Peter S.
Kaplan, CFA MBA, is a Portfolio Manager & Principal at Merganser Capital Management LLC.
He joined the firm in 1986 is the head of our structured products team and a portfolio manager for our shorter duration strategies.
Mr. Kaplan is widely acknowledged as a pioneer investor in the ABS market and regularly participates on industry panels and oversight committees as a subject matter expert.
Mr. Kaplan was employed as a Portfolio Manager by Merganser Capital Management LP and a Manager by ICE Data Services, Inc.
He received his undergraduate degree from the University of Michigan and an MBA from Babson College.
Mr. Kaplan holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Postes actifs de Peter S. Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies. | Head-Equity Investments | 01/01/2019 |
Anciens postes connus de Peter S. Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
Merganser Capital Management LP
 Merganser Capital Management LP Investment ManagersFinance Merganser Capital Management LP is an independent registered investment advisory firm that specializes in fixed-income management. Merganser was established in 1985 as a subsidiary of Polaroid Corporation to act as the in-house investment advisor actively managing the fixed-income portion of its corporate and retirement trust funds. The founding principals acquired the firm from Polaroid in 1987 and began operating it as an independent entity. | Portfolio Manager-Fixed Income | 02/11/2008 |
| INTERACTIVE DATA | Corporate Officer/Principal | - |
Formation de Peter S. Kaplan
| Babson College | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
ICE Data Services, Inc.
 ICE Data Services, Inc. Internet Software/ServicesTechnology Services ICE Data Services, Inc. provides financial market data, analytics and related solutions. The firm offers fixed income evaluations, reference data and real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Its offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. he company serves the mutual fund, bank, asset management, hedge fund, securities and financial instrument processing and administration sectors. ICE Data Services is headquartered in Parsippany, NJ. | Technology Services |
Merganser Capital Management LP
Merganser Capital Management LP Investment ManagersFinance Merganser Capital Management LP is an independent registered investment advisory firm that specializes in fixed-income management. Merganser was established in 1985 as a subsidiary of Polaroid Corporation to act as the in-house investment advisor actively managing the fixed-income portion of its corporate and retirement trust funds. The founding principals acquired the firm from Polaroid in 1987 and began operating it as an independent entity. | Finance |
Merganser Capital Management LLC
Merganser Capital Management LLC Investment ManagersFinance Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies. | Finance |