We seek to invest and manage based on certain core principles. The Association administers more than 70 undergraduate and graduate need-based scholarship programs. The strategies used include: AUM: $12,187,322,975Minimum: NoneBeneficial Owners: 5, AUM: $2,626,481,418Minimum: $5 millionBeneficial Owners: 235, AUM: $1,842,422,736Minimum: $5 millionBeneficial Owners: 507, AUM: $498,139,753Minimum: $5 millionBeneficial Owners: 79. Currently, there are no asset-based or performance based fees at Paloma. Instead, most of the expenses are passed-through and paid by the feeder funds and investors. This User Agreement will continue to apply to your past use of the Site in the form in which it then existed at the time of the subject use. Enforceability. Mr. Sussman and the Member Class of 2023will be formally inducted into the Association during the Horatio Alger Award Induction Ceremonies in Washington, D.C. from March 30 through April 1, 2023. Finding the right financial advisor near you doesnt have to be hard. Recipients of his generous contributions include Massachusetts General Hospital, Weizmann Institute of Science, Skidmore College, Pen Bay Healthcare, Carnegie Hall, the University of the Virgin Islands and Miami Jewish Health Systems. HTTPS://WWW.PALOMA.COM SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. The 10 Most Powerful Hedge Fund Managers this Year. Worth. Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Horatio Alger Members are part of a select group of individuals who have experienced a wide spectrum of what life can offer. You are limited to the prior 8 quarters of 13F filings. Sovereign Investor Leadership Conference March 2023. The arbitrators' award is not required to include factual findings or legal reasoning and any party's right to appeal or to seek modification of rulings by the arbitrators is strictly limited. 13F filing from PALOMA PARTNERS MANAGEMENT COMPANY, enter your Sussman has served on the boards of a number of civic, cultural, educational, and research institutions and is a major contributor to Democratic candidates and causes. Persons associated with hedge funds like Paloma, Soros Fund Management, Tom Steyers Farralon Capital, and James Simonss Renaissance Technologies have steadily increased their political contributions, especially since the 2016 presidential campaign of Donald Trump. You must have a subscription to view WhaleScore histories. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. This User Agreement replaces all prior or contemporaneous understandings or agreements, written or oral, regarding the subject matter hereof. DYNAMIC CAPITAL ALLOCATION among a changing group of strategies and portfolio managers as market opportunities shift, FLEXIBLE TRADING MODEL designed for the realities of ever changing markets, A focus on RISK MANAGEMENT and capital preservation, The ongoing search for accomplished and innovative INVESTMENT TALENT. Accessed February 14, 2020. and an MBA from New York University as well as an Honorary Doctorate from the Weizmann Institute of Science and Maine College of Art. FILE - Trian Partners hedge fund manager Nelson Peltz is interviewed by CNBC's Sara Eisen after Procter & Gamble's annual shareholders meeting, Tuesday, Oct. 10, 2017, in Cincinnati. From Business: Incorporated in 1999, Index Funds Advisors Inc. (IFA) is a fee-only independent financial advisor registered with the United States Securities and Exchange. Mr. Sussman joins 12other exceptional business, civic and cultural leaders from across NorthAmerica in receiving 2023 honors. Nothing in this User Agreement shall constitute or create a joint venture, partnership, or any other similar arrangement between you and PPMC. THE PALOMA FUND is a multi-strategy investment vehicle that has operated across decades and many market cycles. Past Performance. It was the dawn of the . The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Definitions of hedge funds vary, and we have made every effort to apply a definition that in our opinion would be helpful to job hunters. Their last reported 13F filing for Q3 2022 included $2,201,588,000 in managed 13F securities divided by the total MV of the fund. The Association also aims to educate young people about the endless opportunities available by the free-enterprise system through commitment, honesty, and diligence. You agree that the notice provisions provided in this User Agreement are reasonable. Paloma Partners primarily utilizes a multi strategy strategy. You are solely responsible for any use of or action taken under your password on the Site. PPMC hereby grants you a revocable, nontransferable, nonexclusive right to use the Site solely in accordance with this User Agreement. Download 13F Summary Accessed February 14, 2020. We do not endorse the opinions of, or warrant the accuracy of facts or other Content contributed by, any third party. If any portion of any provision of this User Agreement is found invalid or unenforceable, that provision shall be enforced to the maximum extent possible and the remaining provisions of this User Agreement shall remain in full force and effect. You may not modify the terms of this User Agreement or any of the policies or guidelines governing the Site without PPMC's express prior written consent. He was the recipient of Hedge Funds Reviews Lifetime Achievement Award in 2013 and Institutional Investors Alternative Investment News Lifetime Achievement Award in 2004. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. The New Investment Superstars: 13 Great Investors and their Strategies for Superior Returns. John Wiley & Sons. For more information, please visit www.horatioalger.org. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. Our approach leverages the team's expertise in convertible and other hybrid securities. S. Donald Sussman is the Founder and Chief Investment Officer of the Paloma Fund. Accessed February 14, 2020. [15], In 2018, Paloma was the hedge fund associated with the largest amount of political contributions, surpassing Soros Fund Management, the hedge fund of billionaire Democratic donor, George Soros. Carly Colombo Restless as a Columbia University undergraduate, he took a leave of absence and began working for a small brokerage firm. President & Chief Risk Officer. Paloma Partners Management Co closed its position in Ishares Tr on 15th August 2022. Horatio Alger Association of Distinguished Americans, Inc. Accessed February 14, 2020. He is responsible for all PPMC activities related to the Paloma Fund and also runs the Risk Management Group. [1] The firms management and employees (most prominently Sussman himself) are large political donors who give almost exclusively to Democratic candidates and left-of-center organization. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. 99 Canal Center Plaza, Suite 320 PPMC does not maintain and is not responsible or liable for any off-Site web pages accessible from or linked to the Site or any products, services or information contained, offered or promoted therein. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. Restless as a Columbia University undergraduate, he took a leave of absence and began working for a small brokerage firm. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. [18], Paloma has been criticized along with other politically active hedge funds for having undue influence over the electoral process. You acknowledge that the information contained on the Site is not and should not be construed as advice or recommendations regarding individual securities including advice or recommendations concerning the suitability of, and investment strategies for, individual securities. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. They arent generally the best option for amateur investors -- in fact, you must be an accredited investor to invest in one.That said, there are no disclosures on the record at Paloma. PPMC makes no claim that the Site may be lawfully viewed or downloaded outside of the United States. High yield strategies: trading and investing in credit derivatives, bank debt, bonds and equities of unrated or below investment grade issuers. Paloma Partners is a hedge fund manager based in Greenwich, CT. Credit relative value investment strategies: designed to find long and short opportunities in corporate, asset backed and mortgage backed securities. "Each year, it is our utmost honor to present outstanding leaders who have displayed extraordinary perseverance in overcoming challenges with the Horatio Alger Award," said James F. Dicke II, chairman, Horatio Alger Association and 2015 Horatio Alger Award recipient. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. 2002 - 2023 THE HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC. All Rights Reserved. Paloma Partners Private Equity Company Info. Termination. [1]: Links to off-Site web pages do not necessarily constitute third person, sponsorship or affiliation of, with or by PPMC and should not be construed as such. cccolombo@briancom.com, S. Donald Sussman, Founder and Chairman of Paloma Partners, to Receive 2023 Horatio Alger Award, Horatio Alger Association names 13 outstanding individuals, each of whom has overcome adversity to achieve professional and personal success, to its Member Class of 2023. Paloma Partners Management Company is a hedge fund with 3 clients and discretionary assets under management (AUM) of $12,943,923,869 (Form ADV from 2022-03-31). Alt Turnover is calculated by taking either the total MV of new purchases or Applicable Law. It sold the previously owned 365,035 shares for $41.3 million. This is not a solicitation for any investment service and we receive no compensation from any hedge funds listed. One-Time Checkup with a Financial Advisor. PACRONYM, a Super PAC opposed to President Donald Trump, received $1 million. Dated Content speaks only as of the date indicated. Capital structure strategies: exploiting pricing inefficiencies and information asymmetry. You hereby consent to the exclusive jurisdiction of the Southern District of New York or any New York State Court located in the Borough of Manhattan, New York, in all disputes arising from or relating to this User Agreement or your access to or use of the Site. The Association honors the achievements of outstanding leaders who have accomplished remarkable successes in spite of adversity by bestowing upon them the Horatio Alger Award and inducting them as lifetime Members. You agree to review this User Agreement periodically so that you are aware of any modifications. Palomar is a private family office, we do not provide any investment advice, or accept any outside money. No affiliation or endorsement, express or implied, is provided by their use. Priorities USA Action, a liberal Super PAC founded by former Obama administration staffers, received $3 million. Similar to characters in stories by Horatio Alger, Jr., they traditionally have started life in humble or economically challenging circumstances. Get our editors daily picks straight in your inbox! Hendel left his job as global head of prime brokerage at Bank of America Merrill Lynch in 2014 and was replaced by Paul Simpson. Paloma Partners Management Company. Whale Wisdom. He has received the Maine Philanthropy Award from Colby College and the Spurwink Humanitarian of the Year award, as well as honorary degrees from the Weizmann Institute of Science and Maine College of Art. Commodities strategies: trading commodities, futures, options or derivatives on agricultural products, energy products, metals, minerals and others. Your use of the Site indicates your full acceptance of the User Agreement in its then-current form each time you use the Site. Research, analysis, news and other information made available electronically do not constitute individualized recommendations to buy, sell or otherwise invest in a particular security. In 2018, he was the fifth-largest donor in the country, having given $27 million exclusively to Democratic candidates and left-of-center groups. All rights reserved. We believe we offer the best hedge fund lists available for download. Disclaimer of Warranties. Pine River Capital Management has lost a veteran portfolio manager and his team to rival Paloma Partners, three people familiar with the move said on Friday, the latest in a string of exits from . Passwords and Security. ACG, LLC is the flagship entity founded by Alexis Graham and Ian Tracy in March of 2008. WITHOUT LIMITING THE FOREGOING, THIS DISCLAIMER OF LIABILITY APPLIES TO ANY DAMAGES OR INJURY CAUSED BY ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DELETION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, COMMUNICATION LINE FAILURE, THEFT, DESTRUCTION OR UNAUTHORIZED ACCESS TO, ALTERATION OF, OR USE OF ANY ASSET, WHETHER FOR BREACH OF CONTRACT, TORTIOUS BEHAVIOR, NEGLIGENCE OR UNDER ANY OTHER CAUSE OF ACTION. Joint Venture. Through the generosity of its Members and friends, in 2022, the Association awarded more than $16 million in undergraduate and graduate need-based scholarships to over 1,600 students across the United States and Canada, and provided college support and mentoring services to its Scholars. There was an error. SWFI is a minority-owned organization. Each of these incredible leaders has also shared their success with others, giving generously to important causes and communities in need. Find30 categories of updated info on Paloma Partners including all of the above infoin the below lists: The main corporate email address for Paloma Partners is available as part of its listing in the following downloadable hedge fund lists: Updated assets under management information for Paloma Partners is available as part of its listing in the following downloadable hedge fund lists: Full details for top executives at Paloma Partners, including name, position, and email addresses are available as part of its listing in the following downloadable hedge fund lists: Because of the constantly shifting nature of the industry, we make no claims to the accuracy or completeness of the information contained in any of our hedge fund / private equity lists. HedgeFundJobList.com is a hedge fund directory aimed at financial job seekers. These lists are not intended for potential investors and should under no circumstance be relied upon for making investment decisions. Headings used in this User Agreement are for convenience only. 2023 Paloma Partners Management Company. Mr. Sussman's efforts have earned him many accolades. PPMC has no obligation to inquire as to the authority or propriety of any use of or action taken under your password and will not be responsible for any loss to you arising from any such use or action or from your failure to comply with the above. The parties are waiving their right to seek remedies in court, including the right to jury trial. PPMC, Paloma.com and other names and indicia of source of PPMC and its services and funds it services, are exclusive trademarks and service marks of PPMC, the funds it services, their advisors and affiliates. He was named President of PPMC in December 2007. No failure of either party to enforce any of its rights under this User Agreement will act as a waiver of such rights. You agree to indemnify, defend and hold harmless PPMC and its affiliates from and against any and all suits, losses, claims, demands, liabilities, damages, costs and expenses (including reasonable attorneys' fees) arising from or relating to (a) your use of the Site; (b) your breach of this User Agreement or any representation, warranty or covenant made by you herein; or (c) your violation of any applicable law, statute, ordinance, regulation or any third party's rights. Shaolin Capital Management is a registered investment advisor that invests opportunistically across the capital structure. The most generous megadonors of the 2020 cycle so far. Open Secrets. All Rights Reserved. Company Type For Profit Contact Email info@paloma.com Phone Number +1-203-861-3236 Advisors at Paloma Partners are open to all types of investments, including margin investments. [9] In 2019, Worth named Sussman one of the ten most powerful hedge fund managers in America. Palmoa Partners Profile of 2020 Election Cycle. Open Secrets. For76years, the Horatio Alger Award has been annually bestowed upon esteemed individuals who have succeeded despite facing adversities, and who have remained committed to education and charitable efforts in their communities. Board of Trustees. Carnegie Hall. After falling for the next four years, donations steadily rose again to over $3 million in 2014. https://whalewisdom.com/filer/sunrise-partners-llc-ct, https://www.opensecrets.org/orgs/list.php?id=, https://books.google.com/books?id=Yj0LIWZocugC&pg=PA247&lpg=PA247&dq=Paloma+Partners+%2B+SUSSMAN&source=bl&ots=-0eZ_Fb_uQ&sig=eY-rc2sKUdflwGkggxR_wul7nfQ&hl=en&sa=X&ei=WHWZUb6bN4jU8wT8sYCgAg&ved=0CGMQ6AEwCQ#v=onepage&q=Paloma%20Partners%20%2B%20SUSSMAN&f=false, https://www.opensecrets.org/news/2019/04/generous-megadonors-of-q1-2020/, https://www.carnegiehall.org/About/Leadership-and-Staff/Board-of-Trustees, https://www.superyachtfan.com/yacht-alice-s-restaurant.html, https://www.worth.com/the-10-most-powerful-hedge-fund-managers-this-year/, https://www.opensecrets.org/orgs/totals.php?id=D000000552&cycle=2010, https://www.opensecrets.org/pres16/contributors?id=N00000019, https://www.ft.com/content/af4e852c-70d7-11e8-92d3-6c13e5c92914, https://www.opensecrets.org/orgs/summary.php?id=D000000552, https://www.businessinsider.com/the-hedge-fund-industry-gave-tens-of-millions-to-both-parties-in-the-midterms-2019-5, https://www.cnbc.com/2016/09/09/the-biggest-hedge-fund-donor-this-election-why-it-stays-so-quiet.html, Clinton 2016 Presidential Campaign (Political Party/527). 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