Jonathan Harris Epstein
Portefeuillebeheerder-Aandelen bij BGO US Real Estate LP
Oorsprong van het eerstegraads netwerk van Jonathan Harris Epstein
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.
813
| Extinct | Investment Banks/Brokers | 813 |
Boston University
132
| College/University | Other Consumer Services | 132 |
BGO US Real Estate LP
 BGO US Real Estate LP Investment ManagersFinance BGO US Real Estate LP (BGO) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sonny Kalsi in 2010 as GreenOak Real Estate Advisors LP. The firm is a subsidiary of BentallGreenOak (US) LP, ultimately owned by Sun Life Financial, Inc. (TSE: SLF) in Canada. BGO offers investment advisory services to private funds.
12
| Subsidiary | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan Harris Epstein via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Doctorate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Equity Analyst-Equity | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
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 | Analyst-Equity Private Equity Analyst Analyst-Fixed Income Private Equity Investor | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Market Strategist Analyst-Fixed Income Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
BentallGreenOak
 BentallGreenOak Internet Software/ServicesTechnology Services BentallGreenOak is a leading real estate investment management advisor and provider of real estate services. BentallGreenOak has offices in 27 cities across thirteen countries, allowing them to have deep local knowledge and extensive networks in the regions where they invest and manage real estate assets. The private company was founded in 2019 and is headquartered in New York, NY, with subsidiaries in the United States. The company serves over 750 institutional clients with approximately $74 billion USD of assets under management. The company's expertise lies in the asset management of various property types including office, industrial, multi-residential, retail, and hospitality properties worldwide. The company is a part of SLC Management, the alternatives asset management business of Sun Life. The CEOs of BentallGreenOak are John Anthony Carrafiell and Karamjit Singh Kalsi. | Internet Software/Services | Corporate Officer/Principal Chief Executive Officer Chief Executive Officer | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
GO Center Plaza REIT LLC
 GO Center Plaza REIT LLC Real Estate Investment TrustsFinance GO Center Plaza REIT LLC operates in the real estate and finance industry. The company is headquartered in New York, NY. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN HIGH YIELD STRATEGIES FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Director of Research - Equity Institutional Sales | |
| NEUBERGER BERMAN ENERGY INFRASTRUCTURE AND INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Georgetown University | College/University | Undergraduate Degree Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree | |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Investment Managers | Founder Chief Executive Officer | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Indian Institute of Technology Kanpur | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Corporate Officer/Principal Chairman | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Evercore Capital Partners
 Evercore Capital Partners Investment ManagersFinance Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
GreenOak Real Estate LP
 GreenOak Real Estate LP Investment ManagersFinance GreenOak Real Estate LP is a Private Equity firm, a subsidiary of BGO US Real Estate LP founded in 2010 by Karamjit Singh Kalsi. GreenOak Real Estate LP is headquartered in New York. | Investment Managers | Corporate Officer/Principal Founder | |
| NEUBERGER BERMAN CALIFORNIA MUNICIPAL FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
European Public Real Estate Association
 European Public Real Estate Association Real Estate DevelopmentFinance European Public Real Estate Association provides interest for public real estate sectors. It specializes in investment research, listed real estate, index management, formulation of best practices recommendations, representation to the EU and regulatory bodies and networking for sector. The company was founded in October 1999 and is headquartered in Brussels, Belgium. | Real Estate Development | Director/Board Member Director/Board Member | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| India | 2 |
| België | 2 |
Sectoraal
| Consumer Services | 23 |
| Finance | 21 |
| Miscellaneous | 6 |
| Technology Services | 2 |
| Commercial Services | 2 |
Operationeel
| Director/Board Member | 302 |
| Corporate Officer/Principal | 235 |
| Undergraduate Degree | 81 |
| Independent Dir/Board Member | 46 |
| Analyst-Equity | 46 |
Sterkste connecties
| Insiders | |
|---|---|
| Ruggero Magnoni | 31 |
| Jack Leon Rivkin | 30 |
| Daniel Zilberman | 28 |
| Robert Kauffman | 27 |
| William A. Shutzer | 26 |
| Scott Aaron Kupor | 21 |
| Robert Scully | 21 |
| Sonny Kalsi | 20 |
| Timothy Connor | 19 |
| John Anthony Carrafiell | 18 |
| Jay Radtke | 17 |
| Michael Gordon France | 17 |
| Arnaud Massenet | 16 |
| William Michael Kearns | 16 |
| Istvan Zollei | 15 |
- Beurs
- Insiders
- Jonathan Harris Epstein
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