Sam Wong
Private Equity Analyst at Instar Asset Management, Inc.
Network origin in Sam Wong first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Baruch College
97
| College/University | Other Consumer Services | 97 |
Instar Asset Management, Inc.
 Instar Asset Management, Inc. Investment ManagersFinance Instar Asset Management, Inc (Instar Asset Management) is a private equity firm founded in 2014. The firm is headquartered in Toronto, Canada.
32
| Private Company | Investment Managers | 32 |
Rallyday Partners LLC
 Rallyday Partners LLC Investment ManagersFinance Rallyday Partners LLC (Rallyday Partners) is a private equity firm founded in 2018 by Mark Hopkins and Travis Conway. The firm headquartered in Denver, Colorado.
14
| Private Company | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sam Wong via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity | |
Paloma Partners Management Co.
 Paloma Partners Management Co. Investment ManagersFinance Paloma Partners Management Co. (PPMC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1989 by S. Donald Sussman. PPMC provides discretionary investment advisory services to private investment funds. | Investment Managers | Trading-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Market Strategist | |
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 Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Macquarie Infrastructure & Real Assets Canada Ltd.
 Macquarie Infrastructure & Real Assets Canada Ltd. Investment ManagersFinance Macquarie Infrastructure & Real Assets Canada Ltd. operates as an infrastructure asset manager. It specialized in real estate, agriculture, and energy. The company is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Capstone Infrastructure Fund
 Capstone Infrastructure Fund Investment ManagersFinance Capstone Infrastructure Fund Invests companies located in Canada. The fund focuses on energy and infrastructure assets as well as selective development & growth projects. | Investment Managers | Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Toronto | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
| Lazaridis School of Business & Economics | College/University | Undergraduate Degree Graduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Vestar/Colorado Impact LLC
 Vestar/Colorado Impact LLC Investment ManagersFinance Vestar/Colorado Impact LLC (CIF) is a venture capital firm subsidiary of Vestar Capital Partners, Inc. founded in 2014 by James P. Kelley. The firm is headquartered in Denver, Colorado. | Investment Managers | Founder Private Equity Investor | |
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Steel Reef Infrastructure Corp.
 Steel Reef Infrastructure Corp. Oil & Gas ProductionEnergy Minerals Steel Reef Infrastructure Corp. engages in the construction, operation and optimization of oil and gas infrastructure. It targets strategic small- to mid-sized infrastructure investments in the Western Canadian Sedimentary Basin. The company was founded by Scott Southward, Austin Voss, and Lane W. McKay in 2012 and is headquartered in Calgary, Canada. | Oil & Gas Production | Director/Board Member Director/Board Member | |
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| CAPSTONE INFRASTRUCTURE CORP | Alternative Power Generation | Investor Relations Contact Corporate Officer/Principal | |
Canada Pension Plan Investment Board Private Investments
 Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Amports, Inc.
 Amports, Inc. Other TransportationTransportation Amports, Inc. operates port facilities used for vehicle processing. Its solutions include marine survey, vehicle washing services, protective coatings, vehicle storage, reconditioning, and parts handling. The company is headquartered in Jacksonville, FL. | Other Transportation | Chief Executive Officer Director/Board Member | |
| City University of New York | College/University | Undergraduate Degree Masters Business Admin | |
KPS Capital Partners LP
 KPS Capital Partners LP Investment ManagersFinance KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
AltaLink LP
 AltaLink LP Electric UtilitiesUtilities AltaLink LP engages in provision of electricity transmission services. Its transmission systems are the essential links that connects homes, farms, businesses, and industries to the electricity generated across Alberta. It provides technical and financial solutions to enable Alberta's growing electricity market. The company was founded in 2001 and is headquartered in Calgary, Canada. | Electric Utilities | Director/Board Member Corporate Officer/Principal | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
Paine Schwartz Partners LLC
 Paine Schwartz Partners LLC Investment ManagersFinance Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Analyst | |
| University of Georgia | College/University | Undergraduate Degree | |
Tel-Aviv University
 Tel-Aviv University Other Consumer ServicesConsumer Services Tel-Aviv University operates as a university in Israel. Its faculties include arts, engineering, science, humanities, law, life science, management, medicine, and social science. The company was founded in 1956 and is headquartered in Ramat Aviv, Israel. | College/University | Masters Business Admin | |
Sun Mergers & Acquisitions LLC
 Sun Mergers & Acquisitions LLC Investment ManagersFinance Sun Mergers & Acquisitions LLC operates as a middle market company. It specializes in business sales and exit strategies for business owners. The company was founded by Stephen J. Goldberg in 1999 and is headquartered in Hasbrouk Heights, NJ. | Investment Managers | Corporate Officer/Principal | |
| Toronto Metropolitan University of | College/University | Undergraduate Degree | |
HSBC Alternative Investments Ltd.
 HSBC Alternative Investments Ltd. Investment ManagersFinance HSBC Alternative Investments Ltd. (HAIL) is the fund-of-hedge fund management subsidiary of HSBC Global Asset Management Ltd., ultimately held by HSBC Holdings Plc (LSE: HSBA; NYSE: HSBC) in Great Britain. The firm was founded in 1993 and is headquartered in London. HAIL offers a range of investment choices and services such as hedge fund, real estate and private equity solutions for both private and institutional clients. They specialize in alternative funds and funds of funds investments. | Investment Managers | Private Equity Investor | |
Jefferies & Co. Ltd.
 Jefferies & Co. Ltd. Investment ManagersFinance Part of Jefferies Financial Group, Inc., Jefferies & Co. Ltd. is a British company that provides financial management services. The company is based in Winchester, UK. | Investment Managers | Private Equity Analyst | |
PRT Growing Services Ltd.
 PRT Growing Services Ltd. Forest ProductsNon-Energy Minerals PRT Growing Services Ltd. engages in the production and distribution of container grown forest seedlings. It offers cold storage services, seedling management, seed orchards and seed sales, seed services, woody crops, and seed zone maps. The company was founded by Charlie Johnson and Ev Van Eerden in 1988 and is headquartered in Victoria, Canada. | Forest Products | Director/Board Member | |
| BARRICK GOLD CORPORATION | Precious Metals | Corporate Officer/Principal | |
| Dalhousie University | College/University | Undergraduate Degree |
Statistics
International
| United States | 22 |
| Canada | 18 |
| United Kingdom | 3 |
| Norway | 2 |
| Israel | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 17 |
| Utilities | 3 |
| Non-Energy Minerals | 3 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 89 |
| Director/Board Member | 82 |
| Private Equity Investor | 65 |
| Graduate Degree | 27 |
Most connected contacts
| Insiders | |
|---|---|
| David Mullen | 20 |
| Gregory Smith | 16 |
| Ryan Heckman | 15 |
| Ryan C. Kirkpatrick | 15 |
| Nancy Phillips | 14 |
| Eng Leong Hong | 14 |
| Jack Bittan | 14 |
| Adeel Rouf | 12 |
| Padraic E. McConville | 9 |
| Stephen Simpson | 9 |
| Sarah Borg-Olivier | 9 |
| Vee Kachroo | 8 |
| Mark Hopkins | 8 |
| Travis A. Conway | 8 |
| Daniel Perruzza | 8 |
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