Brian D. Simon
Compliance Officer at Lazard Alternative Strategies 1099 Fund
Network origin in Brian D. Simon first degree
Entity | Entity type | Industry | |
---|---|---|---|
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.
61
| Subsidiary | Investment Managers | 61 |
Lazard Alternative Strategies 1099 Fund
Lazard Alternative Strategies 1099 Fund Investment Trusts/Mutual FundsMiscellaneous Lazard Alternative Strategies 1099 Fund is a non diversified closed-end management investment company. Its investment objective to achieve long-term capital appreciation. The company was founded on June 28, 2011 and is headquartered in New York, NY.
9
| Private Company | Investment Trusts/Mutual Funds | 9 |
Lazard Alternatives LLC
Lazard Alternatives LLC Investment ManagersFinance Part of Lazard Ltd., Lazard Alternatives LLC is a company that provides investment advice. The company is based in New York, NY.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian D. Simon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
College Retirement Equities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Lazard Funds, Inc. | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | ||
Lazard Retirement Series, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
Security Capital Group, Inc.
Security Capital Group, Inc. Real Estate DevelopmentFinance Security Capital Group, Inc. provides international real estate research, investment, and operation management services. The company is headquartered in Santa Fe, NM. | Real Estate Development | Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Atlantic Investment Management, Inc.
Atlantic Investment Management, Inc. Investment ManagersFinance Atlantic Investment Management, Inc. (Atlantic) is a SEC-registered investment adviser and alternative investment firm headquartered in New York City. The firm was founded by Alexander J. Roepers in 1988 and is wholly-owned by a trust for the benefit of Alexander J. Roepers and members of his family. Atlantic provides portfolio management services to the Atlantic Funds, which are organized either as US limited partnerships or foreign corporations, and managed accounts for institutional clients. | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
Odyssey Investment Partners LLC
Odyssey Investment Partners LLC Investment ManagersFinance Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Investment Managers | Corporate Officer/Principal | |
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
Luxor Capital Group LP
Luxor Capital Group LP Investment ManagersFinance Luxor Capital Group LP (Luxor) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Christian A. Leone in 2002. Luxor provides primarily discretionary investment advice to private investment funds and may also do so for certain separately managed accounts or other investment advisers from time to time. | Investment Managers | Analyst-Equity | |
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Market Strategist | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Corporate Officer/Principal Graduate Degree 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
GTCR LLC
GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Arsenal Capital Management LP
Arsenal Capital Management LP Investment ManagersFinance Arsenal Capital Management LP (Arsenal Capital) is a private equity subsidiary of Arsenal Capital Group LLC founded in 2000 by Terrence M. Mullen and Jeffrey B. Kovach. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Hofstra University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Council on Foreign Relations, Inc.
Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Pace University | College/University | Masters Business Admin Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal |
Statistics
International
United States | 49 |
Mexico | 2 |
Sectoral
Finance | 22 |
Consumer Services | 21 |
Miscellaneous | 7 |
Operational
Corporate Officer/Principal | 96 |
Director/Board Member | 84 |
Undergraduate Degree | 63 |
Portfolio Manager-Equities | 45 |
Analyst-Equity | 35 |
Most connected contacts
Insiders | |
---|---|
Ashish Bhutani | 20 |
Trevor Morrison | 16 |
Xiao Qin Lu | 15 |
David Francis K. Finlay | 14 |
Kenneth Davidson | 12 |
Nathan Paul | 10 |
Henry Bendit | 10 |
Andrew T. Schweibold | 10 |
John Robert Reinsberg | 10 |
Matt Haynes | 9 |
Leon M. Pollack | 8 |
Nancy Eckl | 8 |
Albert John Rosano | 8 |
Stephen Cowie | 8 |
Charles Hamilton Hoeveler | 8 |
- Stock Market
- Insiders
- Brian D. Simon
- Company connections