David Aryeh Kaplan
Profile
Mr. David A.
Kaplan is a Director-Recovery Specialist and Hybrid Capital Specialist at Standard & Poors Investment Advisory, Inc.
Mr. Kaplan joined Standard and Poor's (S&P) Equity Research in April 2005 and was the primary analyst covering semiconductor equipment stocks.
In 2007, he transferred to S&P's credit rating business.
In that capacity, he was involved with S&P's New Instruments Committee, assessing the implications of hybrid (debt-equity and convertible) capital on issuers' credit profiles.
He was also a ratings analyst covering the corporate credit unions within the Financial Institutions group prior to assuming his current role.
Mr. Kaplan received an MBA in Finance from the Zicklin School of Business, Baruch College, CUNY, and a BA with a concentration in Accounting, from York University in Toronto, Canada.
He is a CFA charterholder.
Former positions of David Aryeh Kaplan
| Companies | Position | End |
|---|---|---|
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Analyst-Fixed Income | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Finance |
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