Sumit Pande
Private Equity Investor at Haveli Investment Management LLC
Profile
Sumit Pande is a Senior Managing Director at Haveli Investment Management LLC.
Prior to this, he worked as a Managing Director at Morgan Stanley from 2006 to 2017, a Director at UBS Securities LLC from 2003 to 2006, an Associate at Credit Suisse Customized Fund Investment Group from 2001 to 2003, and the Head of TMT Investment Department at Qatar Investment Authority Advisory (USA), Inc. from 2017 to 2022.
He also served as an Independent Director at Coveo Solutions, Inc. from 2021 to 2023.
Mr. Pande holds a graduate degree from the California Institute of Technology, an undergraduate degree from Banaras Hindu University, and an MBA from Harvard Business School.
Currently, he is a Senior Managing Director at Haveli Investment Management LLC.
Sumit Pande active positions
Companies | Position | Start |
---|---|---|
Haveli Investment Management LLC
Haveli Investment Management LLC Investment ManagersFinance Haveli Investment Management LLC (Haveli Investments) is a private equity subsidiary of Haveli Investments LP founded in 2021 by Brian Niranjan Sheth. The firm is headquartered in Austin, Texas. | Private Equity Investor | 2022-08-31 |
Former positions of Sumit Pande
Companies | Position | End |
---|---|---|
COVEO SOLUTIONS INC. | Director/Board Member | 2023-03-30 |
Qatar Investment Authority Advisory (USA), Inc.
Qatar Investment Authority Advisory (USA), Inc. Investment ManagersFinance Qatar Investment Authority Advisory (USA), Inc. (QIA Advisory) is an investment management firm headquartered in New York City. The firm is a wholly-owned subsidiary of Qatar Investment Authority, the sovereign wealth fund of the State of Qatar. QIA Advisory provides investment research and advisory services to Qatar Investment Authority in respect of existing and potential investments in the US and elsewhere in the Americas. | Corporate Officer/Principal | 2021-12-31 |
MORGAN STANLEY | Director/Board Member | 2016-12-31 |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Director/Board Member | 2005-12-31 |
Credit Suisse Customized Fund Investment Group
Credit Suisse Customized Fund Investment Group Investment ManagersFinance Founded in 1999, CSFB Customized Fund Investment Group is a private equity firm headquartered in New York City. The firm is a subsidiary of Credit Suisse First Boston Private Equity, Inc. and their ultimate parent is Credit Suisse Group AG (NYSE: CSR). CSFB Customized Fund Investment Group manages private equity funds and makes equity co-investments. Their clients include institutions and high net-worth individuals. | Private Equity Analyst | 2002-12-31 |
Training of Sumit Pande
California Institute of Technology | Graduate Degree |
Banaras Hindu University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
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MORGAN STANLEY | Finance |
COVEO SOLUTIONS INC. | Technology Services |
Private companies | 4 |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Credit Suisse Customized Fund Investment Group
Credit Suisse Customized Fund Investment Group Investment ManagersFinance Founded in 1999, CSFB Customized Fund Investment Group is a private equity firm headquartered in New York City. The firm is a subsidiary of Credit Suisse First Boston Private Equity, Inc. and their ultimate parent is Credit Suisse Group AG (NYSE: CSR). CSFB Customized Fund Investment Group manages private equity funds and makes equity co-investments. Their clients include institutions and high net-worth individuals. | Finance |
Qatar Investment Authority Advisory (USA), Inc.
Qatar Investment Authority Advisory (USA), Inc. Investment ManagersFinance Qatar Investment Authority Advisory (USA), Inc. (QIA Advisory) is an investment management firm headquartered in New York City. The firm is a wholly-owned subsidiary of Qatar Investment Authority, the sovereign wealth fund of the State of Qatar. QIA Advisory provides investment research and advisory services to Qatar Investment Authority in respect of existing and potential investments in the US and elsewhere in the Americas. | Finance |
Haveli Investment Management LLC
Haveli Investment Management LLC Investment ManagersFinance Haveli Investment Management LLC (Haveli Investments) is a private equity subsidiary of Haveli Investments LP founded in 2021 by Brian Niranjan Sheth. The firm is headquartered in Austin, Texas. | Finance |
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