Alfred Osborne

Director/Board Member at WAVERLEY CAPITAL ACQUISITION CORP. 1

81 year

Miscellaneous

Finance

Consumer Services

Profile

Alfred E.
Osborne is currently the Chairman, President & Chief Executive Officer of A. E.
Osborne Associates.
He is also the Chairman of Fidelity Investments Charitable Gift Fund and Chairman-Trustees Board of Fidelity Charitable Services.
Additionally, he serves as a Director for FPA Capital Fund, Inc., FPA New Income, Inc., FPA Paramount Fund, Inc., FPA Perennial Fund, Inc., Source Capital, Inc., FPA Crescent Fund, Kaiser Aluminum & Equity Marketing, Inc., Los Angeles Police Memorial Foundation, FPA International Value Fund, FPA U.S.
Core Equity Fund, Inc., Waverley Capital Acquisition Corp.
1, Investment Managers Series Trust III, Bragg Capital Trust, FPA Flexible Fixed Income Fund, and Harvard Westlake School.
In the past, Dr. Osborne has served as a Director for First Pacific Advisors LP, Greyhound Lines, Inc., Nordstrom, Inc., Times Mirror Co., United States Filter Corp., EMAK Worldwide, Inc., K2, Inc., First Interstate Bank (Billings, Montana), WEDBUSH, Inc., K2 Software, Inc., Nuverra Environmental Solutions, Inc., Wedbush Opportunity Capital LLC, EMI Holding, Inc., AFH Acquisition VII, Inc., Crescent Fund LLC, First Interstate Bank of California (Los Angeles), Fulcrum BioEnergy, Inc., and Pacific Community Ventures LLC.
Dr. Osborne's education includes undergraduate, graduate, MBA, and doctorate degrees from Stanford University.

Alfred Osborne active positions

Companies	Position	Start
SOURCE CAPITAL	Director/Board Member	01/01/2013
WAVERLEY CAPITAL ACQUISITION CORP. 1	Director/Board Member	19/08/2021
FPA Perennial Fund, Inc. FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/11/2013
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/01/1999
FPA International Value Fund FPA International Value Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/08/2011
Fidelity Investments Charitable Gift Fund Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Collects donations for charitable purposes	Chairman	01/01/2016
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/01/2002
FPA Capital Fund FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/01/1999
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Director/Board Member	01/01/2013
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All active positions of Alfred Osborne

Former positions of Alfred Osborne

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See the detail of Alfred Osborne's experience

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Linked companies

Private companies	41
First Pacific Advisors LP First Pacific Advisors LP Investment ManagersFinance FPA seeks investment opportunities based primarily on a value investing style. The firm strives to generate market-beating returns over the long-term, while emphasizing preservation of capital. Their equity and fixed income styles are linked by a common fundamental value orientation. FPA aims to provide a consistent, risk-adjusted and disciplined approach to long-term investing in individual securities with the objective of achieving superior total returns for client portfolios over market cycles.	Finance
FPA Paramount Fund, Inc. FPA Paramount Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Perennial Fund, Inc. FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Greyhound Lines, Inc. Greyhound Lines, Inc. Other TransportationTransportation Provides intercity bus transportation services	Transportation
Kaiser Aluminum Corp. Kaiser Aluminum Corp. AluminumNon-Energy Minerals Produces and supplies aluminum products	Non-Energy Minerals
Nordstrom, Inc. Nordstrom, Inc. Apparel/Footwear RetailRetail Trade Retails apparel, shoes, cosmetics, accessories and home goods for women, men, young adults & children	Retail Trade
Times Mirror Co. Times Mirror Co. Publishing: NewspapersConsumer Services Publishes newspapers, books and magazines	Consumer Services
United States Filter Corp. United States Filter Corp. Marine ShippingTransportation Manufactures water treatment equipment and replacement parts	Transportation
Source Capital Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
EMAK Worldwide, Inc. EMAK Worldwide, Inc. Advertising/Marketing ServicesCommercial Services Provides marketing services	Commercial Services
K2, Inc. K2, Inc. Recreational ProductsConsumer Durables Manufactures sporting goods, apparel and equipment	Consumer Durables
First Interstate Bank (Billings, Montana) First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities.	Finance
WEDBUSH, Inc. WEDBUSH, Inc. Financial ConglomeratesFinance Provides financial, securities brokerage, wealth management and investment banking services	Finance
K2 Software, Inc. K2 Software, Inc. Packaged SoftwareTechnology Services Develops and distributes software platform	Technology Services
Nuverra Environmental Solutions, Inc. Nuverra Environmental Solutions, Inc. Water UtilitiesUtilities Engages in the removal, treatment, recycling, transportation and disposal of restricted solids, fluids and hydrocarbons for E&P customers	Utilities
Wedbush Opportunity Capital LLC Wedbush Opportunity Capital LLC Investment ManagersFinance Wedbush Opportunity Capital (WOC) focuses on investments in undervalued and capital constrained public and private companies that have significant potential for appreciation. The firm invests with high quality management teams with domain expertise and expects management to retain or make a significant equity investment. They look for fundamentally sound smaller public companies with attractive business prospects that require equity capital from non-traditional sources. WOC often invests in companies that are underappreciated by Wall Street analysts and institutional investors due to their size, industry or recent disappointing performance. The firm maintains a longer-term investment approach. They provide capital for organic growth, acquisitions or recapitalizations. Typically, WOC builds an equity position through public market purchases or privately negotiated transactions. Companies and their Boards of Directors often partner with the firm in privately-negotiated transactions including recapitalizations, structured equity investments or block trades. WOC tends to invest in the stocks of US small-cap companies in the electronic technology, industrial services and healthcare services sectors.	Finance
EMI Holding, Inc. EMI Holding, Inc. Pharmaceuticals: MajorHealth Technology Discovers, develops and commercializes treatments and therapies for rare diseases	Health Technology
AFH Acquisition VII, Inc. AFH Acquisition VII, Inc. MiscellaneousMiscellaneous Operates as a development stage company	Miscellaneous
Bragg Capital Trust Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Crescent Fund FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Capital Fund FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Flexible Fixed Income Fund FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Harvard Westlake School Harvard Westlake School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fidelity Investments Charitable Gift Fund Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Collects donations for charitable purposes	Miscellaneous
Pacific Community Ventures LLC Pacific Community Ventures LLC Investment ManagersFinance PCV invests in middle market companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in buyout capital requirements.	Finance
Fidelity Charitable Services Fidelity Charitable Services Investment Trusts/Mutual FundsMiscellaneous Provides administrative and other services to charitable organizations	Miscellaneous
Crescent Fund LLC Crescent Fund LLC Investment ManagersFinance Crescent Fund specializes in investments in seed and start-up, early- and mid-stage companies. They typically provide bridge financing and invest in small-cap companies in the energy and natural resources, real estate, technology, telecommunication and transportation sectors. Investments are made in the form of equity, stock, purchase warrants, options, convertible debentures and convertible preferred stock. Crescent Fund seeks to invest in companies having annual revenues of least $500,000 and operating cash flow of at least of $100,000	Finance
Kaiser Aluminum & Equity Marketing, Inc.
First Interstate Bank of California (Los Angeles) First Interstate Bank of California (Los Angeles) Regional BanksFinance State chartered commercial bank	Finance
Fulcrum BioEnergy, Inc. Fulcrum BioEnergy, Inc. Industrial SpecialtiesProcess Industries Engages in the production of renewable, drop-in transportation fuels from landfill waste	Process Industries
Los Angeles Police Memorial Foundation
UCLA Anderson School of Management UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anderson School of Management Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FPA International Value Fund FPA International Value Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Harold & Pauline Price Center For Entrepreneurial Studies Harold & Pauline Price Center For Entrepreneurial Studies Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Finance
Waverley Capital Acquisition Corp. 1 Waverley Capital Acquisition Corp. 1 Investment ManagersFinance Functions as a venture capital fund	Finance
A. E. Osborne Associates