Paul Kaplan
Directeur van Onderzoek - Eigen Vermogen bij Morningstar Research, Inc. (Canada)
Oorsprong van het eerstegraads netwerk van Paul Kaplan
Entiteit | Type entiteit | Industrie | |
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Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.
6
| Subsidiary | Investment Managers | 6 |
Morningstar Europe Ltd.
Morningstar Europe Ltd. Investment ManagersFinance Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.
5
| Subsidiary | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Paul Kaplan via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Segal Advisors, Inc.
Segal Advisors, Inc. Investment ManagersFinance Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
Turtle Creek Management LLC
Turtle Creek Management LLC Investment ManagersFinance Turtle Creek Management LLC (Turtle Creek) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. Formerly known as Enceladus Investment Management LLC, the firm was founded in 2006 by Philip Kistler, Peter Denker and R. Kevin Hardage. They are a subsidiary of TCTC Holdings LLC. Turtle Creek provides custom investment management and trust services to individuals, families and institutions. | Investment Managers | Director of Research - Equity | |
Paradigm Capital, Inc.
Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity | |
Portfolio Analytics Ltd
Portfolio Analytics Ltd Miscellaneous Commercial ServicesCommercial Services Part of Morningstar, Inc., Portfolio Analytics Ltd is a Canadian company that provides investment fund research and analysis. The company is based in Toronto, Canada. Portfolio Analytics was acquired by Morningstar, Inc. on November 30, 1999. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Concordia University | College/University | Undergraduate Degree | |
Dalhousie University | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree | |
Wilfrid Laurier University | College/University | Undergraduate Degree | |
University of Ontario Institute of Technology | College/University | Undergraduate Degree | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Corporate Officer/Principal | |
Democritus University of Thrace | College/University | Undergraduate Degree | |
Morningstar UK Ltd.
Morningstar UK Ltd. Investment Banks/BrokersFinance Morningstar U.K. opened in London in 2000 and launched its investing Web site in 2001. The Web site offers access to and objective information on more than 9,000 funds available to individual investors in the U.K. The site also offers independent editorial content produced by Morningstar analysts and journalists based in London and around the world. In addition to its investing site, Morningstar U.K. provides a range of innovative products and services to advisers and institutions, including Morningstar® Adviser Workstation™, a comprehensive, Web-based investment planning system and Morningstar Direct™, a Web-based institutional platform providing access to Morningstar's global databases and investment research. | Investment Banks/Brokers | Chief Executive Officer | |
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Bristol Gate Capital Partners, Inc.
Bristol Gate Capital Partners, Inc. Investment ManagersFinance Bristol Gate Capital Partners, Inc. (Bristol Gate) is an independent, employee-owned Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by G. Richard Hamm in 2006. Bristol Gate manages concentrated high dividend growth portfolios for advisors, family offices and institutions. | Investment Managers | Portfolio Manager-Equities | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Morningstar Associates, Inc.
Morningstar Associates, Inc. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Associates, Inc. provides investment advice. The company is based in Toronto, Canada. The Canadian company was founded in 2000. Scott Campbell MacKenzie has been the CEO of the company since 2000. | Investment Managers | Chief Executive Officer Analyst-Equity |
Statistieken
Internationaal
Canada | 10 |
Verenigde Staten | 8 |
Verenigd Koninkrijk | 4 |
Griekenland | 2 |
Hongkong | 2 |
Sectoraal
Finance | 11 |
Consumer Services | 11 |
Commercial Services | 2 |
Operationeel
Analyst-Equity | 11 |
Undergraduate Degree | 7 |
Chief Executive Officer | 6 |
Corporate Officer/Principal | 5 |
Director of Research - Equity | 3 |
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