Roberto Morales-Siordia

Analyst-Equity chez

Adage Capital Management LP

Finance

Consumer Services

Profil

Mr. Jesus R.
Morales-Siordia is a Portfolio Manager & Analyst at Adage Capital Management LP.
He has over ten years of professional investment experience.
Prior to joining Adage in January 2010, Mr. Morales-Siordia worked for Janus Capital Group as Senior Medical Devices Analyst for four years.
His experience also includes working for Bear Stearns & Co. in New York City, where he served as Associate Director for the Medical Devices Equity Research group, as well as for UBS Investment Bank and RBC Capital Markets' Healthcare Corporate Finance Group.
He earned a Bachelor of Arts from Universidad Anahuac in Mexico City and a Master of Science in Finance, Investment and Banking and Marketing Research from the University of Wisconsin-Madison.
He also holds advanced degrees in Applied Statistics, Credit Risk Management and Telecommunications from ITAM and ITESM in Mexico City.

Postes actifs de Roberto Morales-Siordia

Sociétés	Poste	Début
Adage Capital Management LP Adage Capital Management LP Investment ManagersFinance Adage manages ACP primarily through industry-specific portfolios that are managed by analyst/portfolio manager teams or individuals. The ACP aims to provide investors with compound annual long-term returns that outperform the returns of the S&P 500 Index. Their analysts focus on adding value by stock selection based on intra-industry fundamental analysis. In addition to taking long positions, the firm uses leverage, sells securities short, and invests in derivatives, US and non-US equities and private securities.	Analyst-Equity	01/01/2010

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Anciens postes connus de Roberto Morales-Siordia

Sociétés	Poste	Fin
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Analyst-Equity	31/12/2009
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Analyst-Equity	31/01/2006
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Sociétés liées

Entreprise privées	7
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Adage Capital Management LP Adage Capital Management LP Investment ManagersFinance Adage manages ACP primarily through industry-specific portfolios that are managed by analyst/portfolio manager teams or individuals. The ACP aims to provide investors with compound annual long-term returns that outperform the returns of the S&P 500 Index. Their analysts focus on adding value by stock selection based on intra-industry fundamental analysis. In addition to taking long positions, the firm uses leverage, sells securities short, and invests in derivatives, US and non-US equities and private securities.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Anahuac University of Anahuac Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services