Jacques Perold
Director/Board Member at MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND
Net worth: 3 M $ as of 2024-03-30
Profile
Jacques Pierre Perold is the founder of Capshift Advisors LLC, which was founded in 2018.
He is currently the Chairman of World Music, Inc., an Independent Director of The Allstate Corp., Allstate Insurance Co., and MSCI, Inc. He is also a Director of MP and CapShift LLC, and a Trustee of MainStay Funds, MainStay Funds Trust, MainStay VP Funds Trust, Mainstay Mackay Definedterm Municipal Opportunities Fund, Partners In Health, and MainStay CBRE Global Infrastructure Megatrends Term Fund.
Mr. Perold was the President of Fidelity Management & Research Co. LLC from 1986 to 2014 and the President & Chief Investment Officer of Geode Capital Management LLC from 2001 to 2009.
He was also the Chief Operating Officer of Fidelity Asset Management, Inc. Mr. Perold was a Trustee of Boston University from 2014 to 2019.
He was a Member-Governors Board of Investment Company Institute.
Mr. Perold received his undergraduate and graduate degrees from the University of Cape Town.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MSCI INC. CLASS A
0.01% | 2024-02-28 | 5,049 ( 0.01% ) | 3 M $ | 2024-03-30 |
| 2024-01-09 | 7,700 ( 0.01% ) | 96 789 $ | 2024-03-30 | |
ALLSTATE CORPORATION
0.00% | 2023-05-31 | 35 ( 0.00% ) | 6 055 $ | 2024-03-30 |
Jacques Perold active positions
| Companies | Position | Start |
|---|---|---|
| THE ALLSTATE CORPORATION | Director/Board Member | 2015-11-30 |
| MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND | Director/Board Member | 2015-12-31 |
| MSCI, INC. | Director/Board Member | 2017-03-05 |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Director/Board Member | 2021-05-31 |
| MainStay Funds Trust | Director/Board Member | 2015-12-31 |
| MainStay Funds | Director/Board Member | 2015-12-31 |
Partners In Health
 Partners In Health Miscellaneous Commercial ServicesCommercial Services Partners In Health provides healthcare facilities for the poor. It has operations in Haiti, Rwanda, Peru, Russia, the USA, Malawi, and Lesotho. The company was founded by Ophelia Dahl, Paul Farmer, Jim Yong Kim, Todd McCormack and Tom White in 1987 and is headquartered in Boston, MA. | Director/Board Member | 2018-12-31 |
Capshift Advisors LLC
 Capshift Advisors LLC Financial ConglomeratesFinance Part of CapShift LLC, Capshift Advisors LLC is a private company that offers an impact investing platform and suite of solutions to empower financial and philanthropic institutions and their clients to invest in their vision for a better tomorrow. The company is based in West Newton, MA. Capshift Advisors provides access to impact opportunities designed to accelerate the social and environmental transformation that clients care about, and offers insights to inspire authentic change. The company was founded by Adam Rein, Jacques Pierre Perold, and Jacques Pierre Perold has been the CEO since incorporation. | Chief Executive Officer | 2017-12-31 |
| MainStay VP Funds Trust | Director/Board Member | 2015-12-31 |
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Former positions of Jacques Perold
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| ░░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | - |
Training of Jacques Perold
| University of Cape Town | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| THE ALLSTATE CORPORATION | Finance |
| MSCI, INC. | Technology Services |
| Private companies | 14 |
|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
| MainStay Funds | Miscellaneous |
Allstate Insurance Co.
 Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Finance |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Fidelity Asset Management, Inc.
 Fidelity Asset Management, Inc. Investment Banks/BrokersFinance Part of NextMart, Inc., Fidelity Asset Management, Inc. provides security brokerage services. The private company is based in Huntington Beach, CA. Fidelity Asset Management was acquired by SE Global Equities Corp. on July 20, 2004. | Finance |
Geode Capital Management LLC
 Geode Capital Management LLC Investment ManagersFinance Geode Capital Management LLC (Geode) is SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC and their ultimate parent is Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts. | Finance |
| MainStay Funds Trust | |
| MainStay VP Funds Trust | Miscellaneous |
Mainstay Mackay Definedterm Municipal Opportunities Fund
 Mainstay Mackay Definedterm Municipal Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Mainstay Mackay Defined term Municipal Opportunities Fund operates as a closed-end investment fund, which engages in investments in the municipal bond market. Its primary objective is to seek current income exempt from regular U.S. Federal income taxes. The fund offers tax-exempt monthly distributions and total return potential, an opportunistic investment approach through active management, and a defined term that seeks to provide the net asset value upon termination to shareholders. The company was founded on April 20, 2011 and is headquartered in New York, NY. | Miscellaneous |
Partners In Health
Partners In Health Miscellaneous Commercial ServicesCommercial Services Partners In Health provides healthcare facilities for the poor. It has operations in Haiti, Rwanda, Peru, Russia, the USA, Malawi, and Lesotho. The company was founded by Ophelia Dahl, Paul Farmer, Jim Yong Kim, Todd McCormack and Tom White in 1987 and is headquartered in Boston, MA. | Commercial Services |
| World Music, Inc. | |
Capshift Advisors LLC
Capshift Advisors LLC Financial ConglomeratesFinance Part of CapShift LLC, Capshift Advisors LLC is a private company that offers an impact investing platform and suite of solutions to empower financial and philanthropic institutions and their clients to invest in their vision for a better tomorrow. The company is based in West Newton, MA. Capshift Advisors provides access to impact opportunities designed to accelerate the social and environmental transformation that clients care about, and offers insights to inspire authentic change. The company was founded by Adam Rein, Jacques Pierre Perold, and Jacques Pierre Perold has been the CEO since incorporation. | Finance |
MainStay CBRE Global Infrastructure Megatrends Term Fund
 MainStay CBRE Global Infrastructure Megatrends Term Fund Investment Trusts/Mutual FundsMiscellaneous MainStay CBRE Global Infrastructure Megatrends Term Fund operates as a non-diversified, closed-end management investment firm. The company was founded on March 29, 2021 and is headquartered in New York, NY. | Miscellaneous |
CapShift LLC
 CapShift LLC Internet Software/ServicesTechnology Services MP/Starling Impact Holdings LLC operates as a holding company. The company was founded in 2018 and is headquartered in Westport, CT. | Technology Services |
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