Todd Michael Morgan
Director/Board Member chez CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC
Profil
Mr. Todd M.
Morgan is Chairman & Partner at Bel Air Investment Advisors LLC.
He is on the Board of Directors at Fiera Capital Corp., Canadian Convertibles Plus Fund, Real Asset Income & Growth Fund and Cedars-Sinai Medical Center.
He currently serves as a lifetime Trustee of Cedars-Sinai Medical Center in Los Angeles and is a member of its Investment Committee.
In 2001, he completed his term as the Chairman of the United Jewish Federation Council of Greater Los Angeles.
He has also served in various roles of several charitable organizations including General Campaign Chairman and Chairman of the Los Angeles Jewish Federation; Honorary Trustee of the Jewish Community Foundation; member of the Board of Directors of Big Brothers of Greater Los Angeles; member of the Board of Governors of New York Hospital; and Vice Chairman of the Coalition to Free Soviet Jews.
Prior to starting Bel Air in 1997, Mr. Morgan was a Limited Partner at Goldman, Sachs & Co. in Los Angeles, where he launched the Private Client Services’ investment advisory business for high net worth individuals and families.
Prior to the Los Angeles office, he was a General Partner in New York (1984-1991) where he was responsible for Private Client business for that region.
He began his investment career in 1970.
He received his B.A.
from the University of Minnesota.
Postes actifs de Todd Michael Morgan
| Sociétés | Poste | Début |
|---|---|---|
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Director/Board Member | - |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Chief Executive Officer | 01/01/1997 |
Anciens postes connus de Todd Michael Morgan
| Sociétés | Poste | Fin |
|---|---|---|
The Jewish Federation Council of Greater Los Angeles
 The Jewish Federation Council of Greater Los Angeles Services to the Health IndustryHealth Services The Jewish Federation Council of Los Angeles provides emergency relief and social services. It identifies and funds social service, humanitarian needs in Israel and around the world. It helps to alleviate Jewish poverty, provide emergency relief, and support the Los Angeles community. The organization is headquartered in Los Angeles, CA | Chairman | 01/01/2001 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
| JUNE 2020 CORPORATE BOND TRUST | Director/Board Member | - |
| CDN PREFERRED SHR UN | Director/Board Member | - |
| NORTH AMERICAN PREFERRED SHARE FUND | Director/Board Member | - |
Formation de Todd Michael Morgan
| University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| FIERA CAPITAL CORPORATION | Finance |
| Entreprise privées | 14 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
Canadian Convertibles Plus Fund
 Canadian Convertibles Plus Fund Investment Trusts/Mutual FundsMiscellaneous Canadian Convertibles Plus Fund operates as closed-end management investment company. Its investment objective is to provide unit holders with quarterly distributions, preservation of capital, and the opportunity for capital appreciation. The company was founded on March 9, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Strategic Income Allocation Fund
 Strategic Income Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Strategic Income Allocation Fund is a closed-end investment trust. It provides unitholders with maximized total returns and monthly tax-advantaged distributions. Its portfolio comprises of income generating North American fixed income investments, including high yield bonds, investment grade bonds, senior loans, and convertible debt. The company was founded on February 27, 2012 and is headquartered in Montreal, Canada. | Miscellaneous |
North American Preferred Share Fund
 North American Preferred Share Fund Investment Trusts/Mutual FundsMiscellaneous North American Preferred Share Fund is a closed-end investment fund, which invests in a diversified portfolio consisting of Canadian and U.S. preferred shares. Its investment objectives are to provide holders of units with stable monthly cash distributions; and preservation of capital. The company was founded on February 28, 2013 and is headquartered in Toronto, Canada. | Miscellaneous |
Senior Secured Floating Rate Loan Fund
 Senior Secured Floating Rate Loan Fund Investment Trusts/Mutual FundsMiscellaneous Senior Secured Floating Rate Loan Fund operates as a closed-end investment fund. Its objective is to stable monthly cash distributions, preservation of capital and increased returns in the event that short term interest rates rise. The company is headquartered in Toronto, Canada. | Miscellaneous |
Real Asset Income & Growth Fund
 Real Asset Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Real Asset Income and Growth Fund is a closed-end investment fund. Its objectives are provide holders of units with monthly cash distributions; and preserve capital and provide the opportunity for capital appreciation. The company was founded in 2015, and is headquartered in Montreal, Canada. | Miscellaneous |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
New York Hospital
 New York Hospital Hospital/Nursing ManagementHealth Services New York Hospital is a healthcare company that operates hospitals, nursing homes, and ambulatory care centers. The private company is based in Flushing, NY and has subsidiaries in the United States. | Health Services |
The Jewish Community Foundation
 The Jewish Community Foundation Investment Trusts/Mutual FundsMiscellaneous The Jewish Community Foundation is a non-profit organization which engages in the provision of estate and retirement planning services, charitable gift annuities, endowment funds, and grants. The company was founded in 1954 and is headquartered in Los Angeles, CA. | Miscellaneous |
The Jewish Federation Council of Greater Los Angeles
The Jewish Federation Council of Greater Los Angeles Services to the Health IndustryHealth Services The Jewish Federation Council of Los Angeles provides emergency relief and social services. It identifies and funds social service, humanitarian needs in Israel and around the world. It helps to alleviate Jewish poverty, provide emergency relief, and support the Los Angeles community. The organization is headquartered in Los Angeles, CA | Health Services |
| Big Brothers of Greater Los Angeles | |
Canadian Preferred Share Trust
 Canadian Preferred Share Trust Investment Trusts/Mutual FundsMiscellaneous Canadian Preferred Share Trust is a closed-end investment trust. Its investment objective is to provide holders of units with monthly cash distributions, preserve capital, and provide the opportunity for capital appreciation; and reduce the risk of rising interest rates by managing portfolio duration. The company was founded on June 22, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
June 2020 Corporate Bond Trust
 June 2020 Corporate Bond Trust Investment Trusts/Mutual FundsMiscellaneous June 2020 Corporate Bond Trust is an closed-end investment fund, which engages in returning to holders of units the original price, and generate over the term of the fund an average annual total return after fees and expenses for investors who purchased units. The company was founded on September 29, 2016 and is headquartered in Toronto, Canada. | Miscellaneous |
| Coalition To Free Soviet Jews |
