David Bonanno

Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.

Functions as a College/University

Provides banking and financial services

Provides brokerage services

Cerberus Capital invests in middle-market companies located in across the globe. The firm focus on a broad range of sectors and industries. It provides financing for buyouts and distressed debt capital transactions.

Provides alternative asset management services

Invests in companies

Third Point employs an event-driven, value-oriented strategy that spans a broad range of industries, geographies and asset classes. The firm identifies opportunities using a combination of top-down asset allocation decisions and a bottom-up, value-oriented approach to single security analysis. Third Point is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.

Provides student loan refinancing, mortgages and personal loans