Catherine Beard

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Finance

Consumer Services

Profile

Catherine Beard worked as an Analyst at UBS O'Connor LLC.
From 2019 to 2024, served as Senior Vice President at Callan LLC.
Education includes an undergraduate degree from the University of Kentucky in 1987 and an MBA from Kelley School of Business in 1994.

Former positions of Catherine Beard

Companies	Position	End
Callan LLC Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.	Analyst-Equity	2024-06-30
UBS O'Connor LLC UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies.	Analyst-Equity	-

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Linked companies

Private companies	4
UBS O'Connor LLC UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies.	Finance
Callan LLC Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.	Finance
University of Kentucky University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kelley School of Business Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services