Profiel
Ms. Karlic joined GEAM in April 2002 from Citigroup Investments (formerly Travelers Insurance Company) where she spent the last seventeen years of her twenty-five year financial services career.
Her Citigroup career began at Travelers Insurance Company as an analyst in the Private Placement Group.
From there, she became Assistant to the Chief Investment Officer for Travelers and, from 1993 to 1999, Ms. Karlic was head of fixed income research.
In her last position with Citigroup, she actively managed nine portfolios with approximately $10 billion in fixed income assets.
Ms. Karlic has a Bachelor of Science degree in Finance from Babson College (1976), A Master of Science in Accounting from the University at Hartford, and is the holder of the Chartered Financial Analyst designation.
She is a member of the Board of Trustees of Babson College.
Eerdere bekende functies van Kathryn D. Karlic
| Bedrijven | Functie | Einde |
|---|---|---|
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets. | Verkoop & Marketing | 30-06-2009 |
Citigroup Investments Corporate Loan Fund, Inc. | Corporate Officer/Principal | 30-03-2002 |
Opleiding van Kathryn D. Karlic
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 4 |
|---|---|
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets. | Finance |
Citigroup Investments Corporate Loan Fund, Inc. | Miscellaneous |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Hartford
University of Hartford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















