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Network origin in Daniel Phlegar first degree
Entity | Entity type | Industry | |
---|---|---|---|
The University of Chicago Booth School of Business
206
| College/University | Other Consumer Services | 206 |
Oxer Capital, Inc.
![]() Oxer Capital, Inc. Investment ManagersFinance Oxer Capital, Inc. (Oxer Capital) is a private equity firm founded in 2014 by Frank J. Capella, Daniel D. Phlegar and Mark Taylor Bahlmann. The firm is headquartered in Columbus, Ohio.
7
| Private Company | Investment Managers | 7 |
Stonehenge Partners, Inc.
![]() Stonehenge Partners, Inc. Investment ManagersFinance Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.
6
| Private Company | Investment Managers | 6 |
Fisher College of Business
6
| College/University | Other Consumer Services | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Phlegar via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Barings LLC
![]() Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
HUNTINGTON BANCSHARES INCORPORATED | Major Banks | Private Equity Investor Private Equity Investor Private Equity Investor Director/Board Member | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income Institutional Sales | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
UBS O'Connor LLC
![]() UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Investment Managers | 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 | Analyst-Equity | |
Huntington Capital Corp.
![]() Huntington Capital Corp. Investment Banks/BrokersFinance Huntington Capital Corp. is a broker/dealer located in Columbus, Ohio. The firm is a subsidiary of Huntington Bancshares, Inc. (NasdaqGS: HBAN). They provide a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
KPMG Corporate Finance LLC
![]() KPMG Corporate Finance LLC Investment ManagersFinance KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL. | Investment Managers | Director/Board Member | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Grosvenor Capital Management LP
![]() Grosvenor Capital Management LP Investment ManagersFinance Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Citadel Enterprise Americas LLC
![]() Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
CFI Partners LLC
![]() CFI Partners LLC Investment ManagersFinance CFI Partners LLC (CFIP) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2005 by Brad Couri and Levoyd Robinson. They are a subsidiary of Amistad Investment Holdings LLC, which is ultimately owned by Amistad Financial Group LLC. CFIP provides discretionary investment advisory services to collateralized loan obligation (CLO) vehicles and closed-end, delayed draw private investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
IGP Industries LLC
![]() IGP Industries LLC Investment ManagersFinance IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
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 | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
GCM Customized Fund Investment Group LP
![]() GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist Market Strategist | |
Kelley School of Business | College/University | Undergraduate Degree Graduate 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 | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Corporate Officer/Principal Graduate Degree | |
University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree 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 | Undergraduate Degree Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
Roan Resources LLC
![]() Roan Resources LLC Oil & Gas ProductionEnergy Minerals Roan Resources LLC explores oil and natural gas. The company is headquartered in Houston, TX. | Oil & Gas Production | Director/Board Member | |
Birch Permian Holdings, Inc.
![]() Birch Permian Holdings, Inc. Contract DrillingIndustrial Services Birch Permian Holdings, Inc. privided investment services. The company was founded in 2018 and was headquartered in Houston, TX. | Contract Drilling | Director/Board Member | |
Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree | |
R&D Enterprises, Inc.
![]() R&D Enterprises, Inc. Industrial MachineryProducer Manufacturing R&D Enterprises, Inc. designs and manufacturers of high-quality engineered oil coolers and heat exchangers products. It supplies product worldwide for recreational boats, commercial marine vessels, industrial usage, truck and automotive applications, and agricultural equipment installation. Its products are air coolers, heat exchanger, engine oil coolers, engine water coolers, hydraulic oil coolers, plate, polymer oil, [power steering oil, transmission oil coolers, and combination coolers in tandem. The company was founded on April 18, 1977 and is headquartered in Plymouth, MI. | Industrial Machinery | Director/Board Member | |
RIVIERA RESOURCES, INC. | Integrated Oil | Director/Board Member | |
Northern Illinois University | College/University | Undergraduate Degree | |
Milliman Financial Risk Management LLC
![]() Milliman Financial Risk Management LLC Investment ManagersFinance Milliman Financial Risk Management LLC (Milliman FRM) is a SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded in 1998 and is a wholly owned subsidiary of Milliman, Inc., an independent consulting and actuarial firm. Milliman FRM offers hedging and asset allocation advisory services to institutional clients. These services are provided to life insurers, pensions, endowments, banks, fund managers, reinsurers, and trusts who are interested in using investment allocation models for their portfolios. | Investment Managers | Head-Equity Investments |
Statistics
International
United States | 47 |
Israel | 2 |
United Kingdom | 2 |
Sectoral
Finance | 24 |
Consumer Services | 20 |
Energy Minerals | 5 |
Industrial Services | 2 |
Producer Manufacturing | 2 |
Operational
Corporate Officer/Principal | 198 |
Compliance Officer | 163 |
Director/Board Member | 137 |
General Counsel | 99 |
Masters Business Admin | 95 |
Most connected contacts
Insiders | |
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Walter M. Kelly | 169 |
David Roberts | 21 |
Jason Harinstein | 16 |
Pablo Mercado | 16 |
Jeffrey Laborsky | 15 |
Daniel Delaney | 15 |
Jim A. Bland | 15 |
Aviad Ariel | 14 |
Remy Hauser | 13 |
Carlos Saez | 12 |
Nate Good | 12 |
Nick Sinai | 12 |
John D Malloy | 12 |
Brian S O’Keefe | 11 |
Andrew Taylor | 10 |
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