Profile
Mr. Daniel M.
Fishbane, CPA, is Chief Financial Officer & Senior Vice President at M.
D.
Sass Investors Services, Inc. and Waterfall Asset Management LLC.
Prior to joining M.D.
Sass in January 2008, Mr. Fishbane was CFO of Pequot Capital, a $7 billion multi-strategy hedge fund organization based in Connecticut.
He was responsible for a staff of 25 people in fund and corporate accounting, tax and trade documentation group.
Before Pequot, he was Managing Director and Chief Financial Officer of Swiss Re Financial Products Corp where has was responsible for a staff of over 50 people and all accounting and product control functions.
Before that he was Executive Vice President and CFO of National Discount Brokers Group and Managing Director-Finance & Operations, CFO at D.E.
Shaw.
His public accounting experience was at Spicer & Oppenheim where he was an Audit Supervisor.
Mr. Fishbane graduated Summa Cum Laude from Brooklyn College with a major in Accounting and holds a CPA and NASD Series 27.
Daniel M. Fishbane active positions
| Companies | Position | Start |
|---|---|---|
Voleon Institutional Strategies International Ltd.
Voleon Institutional Strategies International Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Director/Board Member | - |
Former positions of Daniel M. Fishbane
| Companies | Position | End |
|---|---|---|
M. D. Sass LLC
M. D. Sass LLC Investment ManagersFinance M. D. Sass seeks to invest only where and when they believe that there is the potential to add value and where the related risk can be measured and controlled. This approach is applied to asset allocation decisions, as well as bond and equity selection. The firm’s philosophy has remained constant over the years and emphasizes rotating between sectors in order to be opportunistic and achieve high returns with low risk. | Director of Finance/CFO | 2012-01-31 |
Pequot Capital Management, Inc.
Pequot Capital Management, Inc. Investment ManagersFinance Pequot Capital Management's investment philosophy is based on deep fundamental research and unbiased thematic analysis to identify and capitalize on market inefficiencies across an industry sector or a company's lifecycle. The firm invests in public equities, private equity, venture capital, distressed securities and a variety of fixed-income securities. Pequot Capital Management tends to invest in the stocks of US small-cap companies in the consumer services, health technology and commercial services sectors. They maintain a very high turnover rate. | Director of Finance/CFO | 2007-12-30 |
National Discount Brokers Group, Inc.
National Discount Brokers Group, Inc. Investment Banks/BrokersFinance Provides investment advisory and securities broker-dealer services | Director of Finance/CFO | 2000-12-31 |
Sterling Chemicals, Inc.
Sterling Chemicals, Inc. Oil Refining/MarketingEnergy Minerals Produces petrochemicals | Director/Board Member | - |
Waterfall Asset Management LLC
Waterfall Asset Management LLC Investment ManagersFinance Waterfall focuses on structured credit (asset-backed securities and loans) and private equity investments. The firm utilizes a relative value approach to investing in structured credit and loan products. They source, analyze, and purchase ABS and loan investments across multiple sectors globally in an effort to seek an attractive risk/return profile. This multi-sector specialization in both ABS and loans enables the firm to seek to provide its clients with attractive, competitive returns that are generally uncorrelated to most traditional investment sectors. | Director of Finance/CFO | - |
Training of Daniel M. Fishbane
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
National Discount Brokers Group, Inc.
National Discount Brokers Group, Inc. Investment Banks/BrokersFinance Provides investment advisory and securities broker-dealer services | Finance |
M. D. Sass LLC
M. D. Sass LLC Investment ManagersFinance M. D. Sass seeks to invest only where and when they believe that there is the potential to add value and where the related risk can be measured and controlled. This approach is applied to asset allocation decisions, as well as bond and equity selection. The firm’s philosophy has remained constant over the years and emphasizes rotating between sectors in order to be opportunistic and achieve high returns with low risk. | Finance |
Sterling Chemicals, Inc.
Sterling Chemicals, Inc. Oil Refining/MarketingEnergy Minerals Produces petrochemicals | Energy Minerals |
Pequot Capital Management, Inc.
Pequot Capital Management, Inc. Investment ManagersFinance Pequot Capital Management's investment philosophy is based on deep fundamental research and unbiased thematic analysis to identify and capitalize on market inefficiencies across an industry sector or a company's lifecycle. The firm invests in public equities, private equity, venture capital, distressed securities and a variety of fixed-income securities. Pequot Capital Management tends to invest in the stocks of US small-cap companies in the consumer services, health technology and commercial services sectors. They maintain a very high turnover rate. | Finance |
D. E. Shaw & Co. LP
D. E. Shaw & Co. LP Investment ManagersFinance DESCO employs a combination of quantitative and qualitative tools to uncover independent, hard-to-find sources of return across global public and private markets. Their investment activities may be divided into three broad categories—systematic strategies based on quantitative and computational techniques, discretionary strategies based primarily on human analysis, and hybrid strategies that combine systematic and discretionary approaches to investing. | Finance |
Brooklyn College
Brooklyn College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waterfall Asset Management LLC
Waterfall Asset Management LLC Investment ManagersFinance Waterfall focuses on structured credit (asset-backed securities and loans) and private equity investments. The firm utilizes a relative value approach to investing in structured credit and loan products. They source, analyze, and purchase ABS and loan investments across multiple sectors globally in an effort to seek an attractive risk/return profile. This multi-sector specialization in both ABS and loans enables the firm to seek to provide its clients with attractive, competitive returns that are generally uncorrelated to most traditional investment sectors. | Finance |
Swiss Reinsurance America Corp.
Swiss Reinsurance America Corp. Property/Casualty InsuranceFinance Provides property and casualty reinsurance services | Finance |
Voleon Institutional Strategies International Ltd.
Voleon Institutional Strategies International Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Miscellaneous |
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