Ken Potts

Medlem av Investeringskommittén på

Fiera Capital, Inc.

Finance

Consumer Services

Profil

Mr. Kenneth M.
Potts is Senior Vice President & Portfolio Manager at Fiera Capital, Inc. He is a strategy leader for the Tax Efficient Fixed Income Investments team.
He is also a member of the Fixed Income Investment Committee and manages fixed income portfolios for high net worth individuals.
He continues in this role where he structures and invests tax efficient portfolios for many of the firm’s clients.
He develops and uses innovative tools and strategies to measure and manage risks in order to achieve optimal returns.
Prior to joining Fiera Capital in October 2015, Mr. Potts was a Principal, Portfolio Manager and a member of the Investment Committee at Samson Capital Advisors LLC where he joined in 2005.
Prior to Samson Capital Advisors, he was a Senior Municipal Portfolio Manager at Goldman, Sachs & Co.’s Asset Management group, where he joined in 1997.
From 1999 to 2005 he was a senior portfolio manager with responsibility for tax-efficient bond portfolios.
During this time he also developed significant expertise in credit analysis, derivatives, portfolio return attribution and risk management.
From 1997 to 1999 he led a team which managed the firm’s four tax-exempt money market funds.
Prior to Goldman Sachs, he worked at Prudential Insurance Co, serving first as a Portfolio Manager in the money market group and subsequently as a risk manager, trading a $10 billion direct issue commercial paper program.
He holds a BS in Business from Skidmore College and a MBA in Finance from New York University Stern School of Business.

Aktiva positioner av Ken Potts

Företag	Position	Start
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.	Medlem av Investeringskommittén	2015-10-30

Alla aktiva positioner av Ken Potts

Tidigare kända positioner av Ken Potts

Företag	Position	Slut
Goldman Sachs Asset Management LP Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs.	Portfolio Manager-Fixed Income	2005-10-28
The Prudential Insurance Company of America, Inc. The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services	Företagsledare/Principal	-
Samson Capital Advisors LLC Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection.	Medlem av Investeringskommittén	-

Se detaljerna i Ken Pottss erfarenhet

Ken Pottss utbildningar

Erfarenheter
Innehade positioner

Aktiva

Inaktiva

Börsnoterade företag

Privata företag

Se detaljerna i Ken Pottss erfarenhet

Relationer

Första gradens relationer

Företag kopplade till första graden

Man

Kvinna

Styrelseledamöter

Chefer

Se det personliga nätverket

Kopplade företag

Privata företag	6
Goldman Sachs Asset Management LP Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs.	Finance
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.	Finance
Skidmore College Skidmore College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Samson Capital Advisors LLC Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection.	Finance
The Prudential Insurance Company of America, Inc. The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services