Emily Dai
Director of Research - Equity at Pacific Life Fund Advisors LLC
Network origin in Emily Dai first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.
19
| Subsidiary | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Emily Dai via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
| Pacific Select Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
GE Capital Equity Investments, Inc.
 GE Capital Equity Investments, Inc. Investment ManagersFinance GE Capital Equity Investments, Inc. operates as a private investment firm. The company was founded in 1995 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Investment Managers | Analyst-Equity | |
Transamerica Financial Advisors, Inc.
 Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| Emory University | College/University | Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Arizona State University | College/University | Doctorate Degree | |
| San Diego State University | College/University | Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| California State University-Los Angeles | College/University | Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin | |
| Georgia Institute of Technology | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
| Pepperdine University | College/University | Masters Business Admin | |
| University of Arizona | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Madras | College/University | Undergraduate Degree | |
| Claremont Graduate University | College/University | Masters Business Admin | |
LM Capital Group LLC
 LM Capital Group LLC Investment ManagersFinance LM Capital Group LLC (LM Capital) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 1989 by John Chalker and Luis Maizel. They are a subsidiary of LM Capital Management, Inc. LM Capital provides fixed income investment management services to institutional investors. | Investment Managers | Corporate Officer/Principal | |
Comerica Bank & Trust, NA
 Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Major Banks | Corporate Officer/Principal | |
| Nanjing University | College/University | Undergraduate Degree | |
| Renmin University of China | College/University | Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Buchanan Street Partners LP
 Buchanan Street Partners LP Investment ManagersFinance Founded in 1999, Buchanan Street Partners, Inc. is a real estate investment management firm founded in 1999, headquartered in Newport Beach, California with additional offices in Atlanta, Chicago, Los Angeles, San Francisco and Vienna, Virginia. The firm manages investment funds on behalf of pension funds, insurance companies, high net-worth individuals and family offices. | Investment Managers | Sales & Marketing | |
| Great Northern Annuity | Corporate Officer/Principal | ||
Comerica Bank (Dallas, Texas)
 Comerica Bank (Dallas, Texas) Regional BanksFinance Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008. | Regional Banks | Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Aristotle Pacific Capital LLC
 Aristotle Pacific Capital LLC Investment ManagersFinance Part of Aristotle Capital Management LLC, Aristotle Pacific Capital LLC is a company that focuses on corporate credit securities. The company is based in Newport Beach, CA. The company helps clients improve portfolio diversification and total return by capturing value opportunities in credit securities. Aristotle Pacific Capital actively invests in corporate credit securities based on fundamental credit analysis to identify and realize relative value. The CEO of the company is Dominic D. Nolan. Aristotle Pacific Capital was acquired by Aristotle Capital Management LLC from Pacific Mutual Holding Co. on April 17, 2023. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Mason Investment Advisory Services, Inc.
 Mason Investment Advisory Services, Inc. Investment ManagersFinance Part of Mason International, Inc., Mason Investment Advisory Services, Inc. is a company that provides investment advice. The company is based in Reston, VA. The company was founded in 1982 by William Mason. William Mason has been the CEO since 1982. | Investment Managers | Corporate Officer/Principal | |
| University of California | College/University | Masters Business Admin | |
| Wisconsin School of Business | College/University | Masters Business Admin | |
Aristotle Investment Services LLC
 Aristotle Investment Services LLC Investment ManagersFinance Part of Aristotle Capital Management LLC, Aristotle Investment Services LLC provides access to advisor materials to support practice management and client conversations. The company is based in Newport Beach, CA, and the CEO of the company is Dominic D. Nolan. The company offers a family of mutual funds designed for growth, income generation, and diversification, with a focus on delivering consistent results to help shareholders meet their long-term financial goals. The company's funds are built to add diversification to a traditional fixed-income portfolio, with a focus on floating-rate loans and high-yield/high-risk corporate securities. | Investment Managers | Chief Executive Officer |
Statistics
International
| United States | 46 |
| China | 3 |
| Canada | 2 |
| India | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 21 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 24 |
| Undergraduate Degree | 18 |
| Masters Business Admin | 12 |
| Analyst-Fixed Income | 11 |
| Portfolio Manager-Fixed Income | 9 |
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