Zach Halstead
Analyst-Fixed Income at Aegon USA Investment Management LLC
Network origin in Zach Halstead first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Aegon USA Investment Management LLC
 Aegon USA Investment Management LLC Investment ManagersFinance Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.
43
| Subsidiary | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Zach Halstead via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 Portfolio Manager-Fixed Income | |
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | Life/Health Insurance | General Counsel | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Iowa | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Northern Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Loras College | College/University | Undergraduate Degree Undergraduate Degree | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Masters Business Admin | |
| KOTAK MAHINDRA BANK LIMITED | Major Banks | Corporate Officer/Principal | |
Deloitte Touche Tohmatsu Services LLC
 Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Mumbai | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Kansas | College/University | Masters Business Admin | |
| Indiana University | College/University | Graduate Degree | |
| Birla Institute of Technology & Science | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
Epoch Partners
 Epoch Partners Investment Banks/BrokersFinance Headquartered in San Francisco, Epoch Partners, a subsidiary of Goldman Sachs & Co., is a technology-enabled investment bank focused on high-growth companies and electronically connected institutional and individual investors. The firm offers a full array of investment services. Their ultimate parent is Goldman Sachs Group, Inc. (NYSE:GS). | Investment Banks/Brokers | Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
Federal Deposit Insurance Corp.
 Federal Deposit Insurance Corp. Multi-Line InsuranceFinance Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC. | Multi-Line Insurance | Corporate Officer/Principal | |
| University of Tennessee | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| University of Lynchburg | College/University | Undergraduate Degree | |
Stark & Roth LLC
 Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree | |
| University of Madras | College/University | Undergraduate Degree | |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Corporate Officer/Principal | |
Mayer Brown LLP
 Mayer Brown LLP Miscellaneous Commercial ServicesCommercial Services Mayer Brown LLP provides legal services in areas of banking & finance, corporate & securities, litigation & dispute resolution antitrust & competition, US supreme court & appellate matters, employment & benefits, environmental, financial services regulatory & enforcement, government & global trade, intellectual property, real estate, tax, restructuring, bankruptcy & insolvency and wealth management. The company was founded in 1881 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Edmundson Art Foundation, Inc.
 Edmundson Art Foundation, Inc. Other Consumer ServicesConsumer Services Edmundson Art Foundation, Inc. is a non-profit organization. It operates an art museum and school through the Des Moines Art Center. It offers group and school tours for the following exhibitions and attractions: Wanderlust: Actions, Traces, Journey; The Irrational Marvelous; and FINK/WINOGRAND. The company was founded in 1916 and is headquartered in Des Moines, IA. | Other Consumer Services | Director/Board Member | |
| Iowa State University | College/University | Undergraduate Degree | |
American Equity Investment Life Insurance Co.
 American Equity Investment Life Insurance Co. Insurance Brokers/ServicesFinance American Equity Investment Life Insurance Co. provides equity-indexed annuities and life insurance products with an emphasis on the sale of index and fixed rate annuities. The firm's services include fixed annuities with interest tied to an external equity or bond index. The company was founded in December 1995 and is headquartered in West Des Moines, IA. | Insurance Brokers/Services | General Counsel | |
| Ritsumeikan Asia Pacific University | College/University | Undergraduate Degree |
Statistics
International
| United States | 44 |
| India | 5 |
| Hong Kong | 2 |
| Japan | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 19 |
| Commercial Services | 7 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 59 |
| Undergraduate Degree | 41 |
| Portfolio Manager-Fixed Income | 40 |
| Masters Business Admin | 27 |
| Analyst-Fixed Income | 17 |
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