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Ursprung des Netzwerks ersten Grades von Michael Steven Mezei
Einheit | Art der Einheit | Industrie | |
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Mawer Investment Management Ltd.
![]() Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations.
34
| Private Company | Investment Managers | 34 |
Franklin Templeton Investments Corp.
![]() Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.
14
| Subsidiary | Investment Managers | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael Steven Mezei
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Queen's University | College/University | Masters Business Admin Masters Business Admin | |
1832 Asset Management LP
![]() 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
Dalhousie University | College/University | Masters Business Admin Undergraduate Degree | |
CFA Society Calgary
![]() CFA Society Calgary Miscellaneous Commercial ServicesCommercial Services CFA Society Calgary operates as a member society of the CFA Institute. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MFS Investment Management Canada Ltd.
![]() MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Mackenzie Financial Corp.
![]() Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
Franklin Bissett Investment Management
![]() Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Rotman School of Management | College/University | Undergraduate Degree Masters Business Admin | |
RBC Dominion Securities, Inc.
![]() RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
SOFTWARE CIRCLE PLC | Commercial Printing/Forms | Director/Board Member | |
Investmentaktiengesellschaft für langfristige Investoren TGV
![]() Investmentaktiengesellschaft für langfristige Investoren TGV Investment ManagersFinance Investmentaktiengesellschaft für langfristige Investoren TGV (InvestmentAG-LI) is an independent German investment management firm which was established in 2008 and is based in Bonn. InvestmentAG-LI is affiliated with German professional publisher Rentrop, also known as Verlag für die Deutsche Wirtschaft AG and controlled by Norman Rentrop and his family. In addition to Germany, the publishing group does business in Austria, France, Great Britain, Poland, Romania, Russia, Switzerland and South Africa. InvestmentAG-LI operates in close relationship with fellow affiliate Fiducia Treuhand AG, specialized in advising large institutions regarding equity investments. | Investment Managers | Portfolio Manager-Equities | |
University of Augsburg | College/University | Doctorate Degree | |
Commerzbank AG (Broker)
![]() Commerzbank AG (Broker) Investment Banks/BrokersFinance Commerzbank AG (Broker) (Commerzbank-Broker) is the brokerage division of Commerzbank AG (ETR: CBK) in Germany. In 2009, following Commerzbank's acquisition of Dresdner Kleinwort the group created a Corporates & Markets platform which integrated the business of Dresdner Kleinwort GmbH-Investment Management. Headquartered in Frankfurt, Commerzbank-Broker provides trade solutions to multinational corporations, institutional investors, public entities, SMEs and private clients. They also offer risk management and structured financing solutions. | Investment Banks/Brokers | Corporate Officer/Principal | |
Templeton Global Advisors Ltd.
![]() Templeton Global Advisors Ltd. Investment ManagersFinance Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts. | Investment Managers | Analyst-Equity | |
Pollitt & Co., Inc.
![]() Pollitt & Co., Inc. Investment Banks/BrokersFinance Pollitt & Co., Inc. is an independent, Canadian brokerage firm headquartered in Toronto, Ontario with an additional office in Montreal, Quebec. The firm was founded by Murray Pollitt in 1984 and they provide brokerage services to institutional and private clients. Pollitt & Co. is a member of the Toronto Stock Exchange, the Montreal Exchange, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. Their investment objective is steady, long-term capital appreciation. Pollitt & Co. employs a disciplined approach that begins with a strong macroeconomic view which they use to identify sectors and companies investors may have undervalued. | Investment Banks/Brokers | Corporate Officer/Principal | |
Kingsdale Capital, Inc. (Securities)
![]() Kingsdale Capital, Inc. (Securities) Financial ConglomeratesFinance Kingsdale Capital, Inc. (Securities) (Kingsdale Capital Securities) is the full-service broker/dealer division of Kingsdale Capital, Inc., a corporate finance and capital markets firm headquartered in Toronto, Ontario. The firm was founded in 2002 and offers security brokerage services to institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
AIM Funds, Inc. | Corporate Officer/Principal | ||
Buckingham Browne & Nichols School
![]() Buckingham Browne & Nichols School Other Consumer ServicesConsumer Services Buckingham Browne & Nichols School provides education services. The company is headquartered in Cambridge, MA. | Other Consumer Services | Corporate Officer/Principal | |
Fiduciary Trust Company International
![]() Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Sales & Marketing | |
TD Canada Trust Co.
![]() TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
NUVEEN PREFERRED AND INCOME TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MULTI-ASSET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
TD Securities, Inc.
![]() TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lightyear Capital, Inc.
![]() Lightyear Capital, Inc. Financial ConglomeratesFinance Lightyear Capital, Inc. is a full-service Canadian investment dealer headquartered in Calgary, Alberta. It was founded by Louise Duchesne, Murray Weimer and Mark Wayne. The firm is a subsidiary of UBS Securities LLC and their ultimate parent is UBS Group AG (NYSE: UBS; SWX: UBSG) in Switzerland. Lightyear Capital offers investment banking and sales and trading services to Canadian institutional and private, high-net-worth clients. They have timely sector knowledge and industry insights that allow them to source and execute optimal trading opportunities for their clients in line with market movements and trends. The firm’s network and relationships enable them to service and manage special situation trades, including illiquid investments and discreet block order management on their focus stocks. Lightyear Capital also offers distribution and a full range of retail products to accredited, private clients. | Financial Conglomerates | Director of Research - Equity | |
Sandstone Asset Management, Inc.
![]() Sandstone Asset Management, Inc. Investment ManagersFinance Sandstone Asset Management, Inc. is an independent, SEC-registered investment advisor headquartered in Calgary, Canada. The firm was founded in 2004 by Brent Pickerl and Sharon Watkins. They provide discretionary investment management services to private individuals, foundations and family trusts. The firm’s approach to sustainable investing is consistent with the framework provided by the United Nations sponsored Principles for Responsible Investment (PRI). | Investment Managers | Director of Research - Equity | |
Merrill Lynch Canada, Inc.
![]() Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity | |
The Schulich School of Business | College/University | Masters Business Admin | |
University of Pune | College/University | Undergraduate Degree | |
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Portfolio Manager-Equities | |
Decision Resources, Inc. (Pennsylvania)
![]() Decision Resources, Inc. (Pennsylvania) Miscellaneous Commercial ServicesCommercial Services Decision Resources, Inc. is a technology consulting firm specializing in ERP manufacturing systems. Its products include ERP systems, ERP extended applications, and Decision365. It also offers consulting and implementation services. The company was founded in 1978 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Thammasat University | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Caro Research, Inc.
![]() Caro Research, Inc. Miscellaneous Commercial ServicesCommercial Services Part of United BioSource Corp., Caro Research, Inc. provides complex modeling, data collection, and other consulting services. The company is based in Concord, MA. Caro Research was acquired by United BioSource Corp. on September 17, 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HSBC Securities (Canada), Inc.
![]() HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Corporate Officer/Principal | |
Macquarie Securities (Thailand) Ltd. (Broker)
![]() Macquarie Securities (Thailand) Ltd. (Broker) Investment Banks/BrokersFinance Macquarie Securities (Thailand) Ltd. provides brokerage services. The joint venture company is based in Bangkok, Thailand. | Investment Banks/Brokers | Analyst-Equity |
Statistik
International
Kanada | 30 |
Vereinigte Staaten | 12 |
Deutschland | 4 |
Vereinigtes Königreich | 3 |
Thailand | 3 |
Sektoral
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 5 |
Miscellaneous | 4 |
Operativ
Director/Board Member | 64 |
Independent Dir/Board Member | 49 |
Corporate Officer/Principal | 49 |
Undergraduate Degree | 44 |
Analyst-Equity | 41 |
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