Matthew S. Bloom
Algemeen Directeur bij Guggenheim Credit Income Fund 2016 T
Oorsprong van het eerstegraads netwerk van Matthew S. Bloom
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Florida
214
| College/University | Other Consumer Services | 214 |
Skadden, Arps, Slate, Meagher & Flom LLP
 Skadden, Arps, Slate, Meagher & Flom LLP Miscellaneous Commercial ServicesCommercial Services Skadden, Arps, Slate, Meagher & Flom LLP provides legal advisory services. Its practice areas include mergers and acquisitions, finance, litigation, corporate finance, insurance, tax, labor and employment, political law, private equity, corporate, antitrust, white collar crime, international, regulatory, and legislation. The company was founded by Marshall Skadden, John Slate, and Les Arps in 1948 and is headquartered in New York, NY.
167
| Private Company | Miscellaneous Commercial Services | 167 |
Columbia Law School
47
| College/University | Other Consumer Services | 47 |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.
30
| Subsidiary | Investment Managers | 30 |
Guggenheim Credit Income Fund
 Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY.
15
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 |
Guggenheim Credit Income Fund 2016 T
 Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund 2016 T operates as a non-diversified closed-end management investment company. It intends to meet its investment objectives by investing primarily in privately-negotiated, loans to private middle market U.S. companies. The company was founded in September 5, 2014 and is headquartered in New York, NY.
9
| Private Company | Investment Trusts/Mutual Funds | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Matthew S. Bloom via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Rydex Series Funds | Corporate Secretary | ||
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
| Rydex Dynamic Funds | Investment Trusts/Mutual Funds | Corporate Secretary | |
| W. P. CAREY INC. | Real Estate Investment Trusts | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Chief Investment Officer Investment Committee Member Head-Equity Investments Investment Committee Member Corporate Officer/Principal | |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal | |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer Director/Board Member | |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer Director/Board Member | |
| GUGGENHEIM ACTIVE ALLOCATION FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Carey Credit Advisors LLC
 Carey Credit Advisors LLC Investment ManagersFinance Part of W.P. Carey, Inc., Carey Credit Advisors LLC is a company that provides investment advisory services. The company is based in New York, NY. Jason E. Fox has been the CEO of the company since 2017. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
| Rydex Variable Trust | Investment Trusts/Mutual Funds | Corporate Secretary | |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | General Counsel | |
Florida Venture Forum, Inc.
 Florida Venture Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Iron Container LLC
 Iron Container LLC Containers/PackagingProcess Industries Iron Container LLC manufactures waste and roll off containers. The private company is based in Miami, FL. | Containers/Packaging | Director/Board Member | |
| CORPORATE CAPITAL TRUST INC | Investment Managers | Director of Finance/CFO | |
| CNL Fund Management Co. | Director of Finance/CFO | ||
| Rydex ETF Trust | Investment Trusts/Mutual Funds | Corporate Secretary | |
| Michigan State University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin | |
CNL Fund Advisors Co.
 CNL Fund Advisors Co. Investment ManagersFinance CNL Fund Advisors Co (CNL Fund Advisors) is a private equity subsidiary of CNL private equity Corp founded in 1994 by James M Seneff. The firm is headquartered in Orlando, Florida. | Investment Managers | Director of Finance/CFO | |
CNL Financial Group Investment Management LLC
 CNL Financial Group Investment Management LLC Investment ManagersFinance CNL Financial Group Investment Management LLC provides investment management services. The private company is based in Orlando, FL. | Investment Managers | Corporate Officer/Principal | |
Guggenheim Strategy Funds Trust
 Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Fox-Pitt, Kelton Ltd.
 Fox-Pitt, Kelton Ltd. Investment ManagersFinance Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Director of Research - Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 41 |
| België | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Finance | 20 |
| Miscellaneous | 14 |
| Consumer Services | 5 |
| Commercial Services | 4 |
| Process Industries | 2 |
Operationeel
| Corporate Officer/Principal | 155 |
| Director/Board Member | 80 |
| Chief Executive Officer | 40 |
| President | 38 |
| Undergraduate Degree | 30 |
Sterkste connecties
| Insiders | |
|---|---|
| Brian Edward Binder | 32 |
| Mark Joseph DeCesaris | 26 |
| Amy Lee | 25 |
| Marc Goodman | 22 |
| Paul S. Saint-Pierre | 16 |
| Peter Roth | 16 |
| James Howley | 16 |
| Farhan Sharaff | 13 |
| Eric Rosenblatt | 12 |
| John Palmer | 8 |
| Ryan Cortner | 8 |
| Kwok Hi Leung | 7 |
| Petros Christou | 7 |
| Yazid Tohme | 7 |
| Kevin Hans Gundersen | 7 |
- Beurs
- Insiders
- Matthew S. Bloom
- Bedrijfsconnecties
