Credit relative value investment strategies: designed to find long and short opportunities in corporate, asset backed and mortgage backed securities. 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. We may change all or any portion of the Site at any time without notice to you. Advisors at Paloma Partners are open to all types of investments, including margin investments. Your use of links to any third person via the Site is at your own sole risk. The biggest names in the hedge fund industry gave tens of millions to both parties in the 2018 midterms here are the top donors. Business Insider. [2], According to the Center for Responsive Politics, persons associated with Paloma Partners formed the tenth-biggest overall donor organization in America from 1990 to 2020, with $96 million donated. Accessed February 14, 2020. You agree that the notice provisions provided in this User Agreement are reasonable. [10], Thanks in large part to Sussmans personal contributions, people associated with Paloma have constituted one of the largest organizational contributors to federal Democratic candidates and organizations over the last thirty years according to the Center for Responsive Politics. Pre-arbitration discovery is generally more limited than and different from court proceedings. 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. As of now, the firm only works with the hedge funds it manages, but it reserves the right to take on other clients including more private funds or separately managed accounts.Founder Donald Sussman is well known to the general public for both his charitable donations and his involvement in Democratic Party politics. Horatio Alger Members are part of a select group of individuals who have experienced a wide spectrum of what life can offer. This website uses cookies to improve your experience. S. Donald Sussman, Founder and Chairman of Paloma Partners, to Receive 2023 Horatio Alger Award PR Newswire Horatio Alger Association names 13 outstanding individuals, each of whom has overcome adversity to achieve professional and . Finding the right financial advisor near you doesnt have to be hard. Fundamental and directional strategies: measuring the intrinsic value of a security by analyzing economic and financial factors. Get our editors daily picks straight in your inbox! SWFI is a minority-owned organization. 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. Carly Colombo SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. This User Agreement replaces all prior or contemporaneous understandings or agreements, written or oral, regarding the subject matter hereof. Paloma Partners Management Co closed its position in Ishares Tr on 15th August 2022. Top Organization Contributors. Open Secrets. The Association also aims to educate young people about the endless opportunities available by the free-enterprise system through commitment, honesty, and diligence. For example, Scott Shleifer of Tiger Global Management kicked in $167,000 while Mark Gallogly of Centerbridge Partners anted up $66,800. The three-day event is an annual ceremony to honor both the achievements of Members and National Scholars, who will have multiple opportunities to meet, interact and exchange stories of perseverance. Hedge Fund: Phone: Address: Source: Fund AUM and Sold ($) 15 12 9 6 3 0 2011 2015 2019 2023: Fund Details; Director: Paloma Partners Management Company, Paloma Partners Advisors LP: Custodian: SG Americas Securities LLC, Barclays Bank PLC, Citigroup Global Markets Inc, UBS Switzerland AG, JP Morgan Securities LLC, UBS Securities LLC, Credit . Palomar is a private family office, we do not provide any investment advice, or accept any outside money. This goal was tragically cut short when he suddenly passed away. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. After working in investing roles for several firms, in 1981, at the age of 35, he founded the hedge fund Paloma Partners with one other employee, a desk, and two chairs. The modifications shall be effective upon such posting (unless some other date is specified in the posting, in which case that date shall be deemed the effective date for the modifications). The interactive version of this map is only available on Desktop devices. YOU AND PPMC WILL SETTLE ANY DISAGREEMENTS BY ARBITRATION IN NEW YORK STATE UNDER THE SUBSTANTIVE PROVISIONS OF NEW YORK STATE LAW. "Each of these incredible leaders has also shared their success with others, giving generously to important causes and communities in need. He is particularly concerned with environmentalist policy. The three-day event is an annual ceremony to honor both the achievements of Members and National Scholars, who will have multiple opportunities to meet, interact and exchange stories of perseverance. View contacts for Paloma Partners to access new leads and connect with decision-makers. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. Each of these incredible leaders has also shared their success with others, giving generously to important causes and communities in need. Our approach leverages the team's expertise in convertible and other hybrid securities. Paloma Partners - Donald Sussman assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. Accessed February 14, 2020. Subscribe to WhaleWisdom to view all filing data PPMC may investigate any complaint or reported violation of its policies and take any action that it deems appropriate. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. No affiliation or endorsement, express or implied, is provided by their use. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Equity,Pooled Investment Fund Interests PPMC provides such links solely as a convenience to its Users. No failure of either party to enforce any of its rights under this User Agreement will act as a waiver of such rights. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Gregory Hayt is the President and Chief Risk Officer of Paloma Partners Management Company (PPMC). As he achieved success in business, Mr. Sussman shared his wealth with others, earning a reputation as a distinguished philanthropist. One-Time Checkup with a Financial Advisor. Paloma Partners Management is a fund manager in Greenwich with $12.94 bn assets under management. General Provisions. Active, Closed, Alternate or previous names for the organization, Whether an Organization is for profit or non-profit, General contact email for the organization. [14], Paloma was the single largest contributor to the 2016 presidential campaign of Hillary Clinton, with $21,613,800 donated. For more information, please visit www.horatioalger.org. Palmoa Partners Profile of 2020 Election Cycle. Open Secrets. S. Donald Sussman is the Founder and Chief Investment Officer of the Paloma Fund. Create Email Alert, ***Log In or All text and design is copyright 2020 WhaleWisdom.com. to see more advanced email alert options such as selecting any type of [3] Contents "At Paloma, Nick had a stellar reputation as a. In 2018, half of the top-ten biggest political contributors were hedge funds, including Paloma. I truly believe that education is a stepping stone to a better future, so throughout the years, I have searched for ways to create pathways for talented individuals who can excel across many fields if simply given the opportunity. said Mr. Sussman. All investing involves risk, including loss of principal. President & Chief Risk Officer. Paloma Partners Management Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,482,600. Termination of your access to and use of the Site does not relieve you of any obligations arising or accruing prior to such termination or limit any liability that you otherwise may have to PPMC. The Association also aims to educate young people about the endless opportunities available by the free-enterprise system through commitment, honesty, and diligence. We make reasonable efforts to ensure that the Site is secure but we do not guarantee the security of the Site. About Horatio Alger Association of Distinguished Americans: Founded in 1947, the Horatio Alger Association of Distinguished Americans, Inc. is dedicated to the simple but powerful belief that hard work, honesty and determination can conquer all obstacles. PPMC also reserves the right to report any activity that it suspects may violate any law or regulation to appropriate law enforcement officials, regulators, or other persons or entities. After working in investing roles for several firms, in 1981, at the age of 35, he founded the hedge fund Paloma Partners with one other employee, a desk, and two chairs. Paloma has raised approximately 520 million of capital from investors in Europe, the Middle East and North America and this capital is wholly discretionary allowing it to rotate opportunistically between the UK's The firm is owned equally by Sussman, Hayt and 17 other senior employees.Paloma is located in Greenwich, Connecticut. Mr. Hayt received a BS Magna Cum Laude in Economics with concentrations in Finance and Operations Research from the Wharton School at the University of Pennsylvania and an MS/ABD in Finance from the University of Rochester. SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Macro-economic strategies: seeking to capture market movements across a global universe of investment opportunities including equity, currency and commodities. No Liability for Technological Problems. This is not an offer to buy or sell any security or interest. BY CLICKING "I AGREE" AT THE END OF THIS USER AGREEMENT, YOU ARE AGREEING THAT YOU HAVE READ, UNDERSTAND AND ACCEPT THE TERMS AND CONDITIONS CONTAINED HEREIN, WILL ABIDE BY THIS USER AGREEMENT IN ITS THEN CURRENT FORM AND ARE LEGALLY BOUND BY THIS USER AGREEMENT. Selwyn Donald Sussman [1] [2] (born June 8, 1946) is an American asset manager and philanthropist who is the founder and chief investment officer of the Paloma Funds. [3], Sussman was born in Miami, FL. 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. He is a Trustee/Board member of Emilys List, Center for American Progress, as well as an Honorary Trustee of the Ethical Culture Fieldston School. 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. 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. 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. Priorities USA Action, a liberal Super PAC founded by former Obama administration staffers, received $3 million. Value, Convexity, Partnership. SmartAssets, If you do invest in hedge funds, dont forget to budget for the. In 1981, Sussman founded Paloma Partners with $3 billion in assets. Ownership. [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. He has published on risk management and derivatives issues in various finance publications and was a consultant and contributor to the first Sound Practices for Hedge Fund Managers, published in 2000. 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. Mr. Sussman attended Columbia College and received a B.S. 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. Without limiting the foregoing or expanding any of your rights hereunder, you may not use the Site to transmit, distribute or store material (a) in violation of any applicable law or regulation, (b) in a manner that will infringe the copyright, trademark, trade secret or other intellectual property right of another or violate the privacy, publicity or other personal right of another, or (c) that is defamatory, obscene, threatening, abusive or hateful. 2023 Paloma Partners Management Company. Accessed February 14, 2020. The 2023 awardees exemplify the Association's mission and are proof that the American Dream is within reach for all who seek it.". CONTACT:Carly Colomboccolombo@briancom.com, View original content:https://www.prnewswire.com/news-releases/s-donald-sussman-founder-and-chairman-of-paloma-partners-to-receive-2023-horatio-alger-award-301724711.html. 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. Hedge Fund - Paloma Partners Get Email Alerts Profile 13F Holdings Latest 13D & 13G Filings News, Interviews, and Investor Letters Donald Sussman Bio, Returns, AUM, Net Worth Manager biography is. Long/short strategies: using both long and short positions in securities, indices, ETFs or baskets of securities. Opinions included on the Site are subject to change at any time without notice. December 29th, 2022 - Hedge Funds Insider Trading. 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. or to simply have an email sent to you whenever we receive a new Accessed February 14, 2020. PPMC has the right, but not the obligation, to monitor any activity and Content associated with the Site. At only 15 years old, his father's death thrust Mr. Sussman into the role of family leader. Paloma Partners is based out of Greenwich. Since 1984, the Association has awarded annual need-based scholarships to high school students who have displayed dedication to pursuing higher education despite significant obstacles throughout their lives. Shaolin Capital Management is a registered investment advisor that invests opportunistically across the capital structure. They do not constitute part of this User Agreement. Termination. He is responsible for all PPMC activities related to the Paloma Fund and also runs the Risk Management Group. Financing for the 2020 election is still in its first innings, but so far Sussman is the lead donor in the race and contributed $865,300 during the first quarter, all of it to Democrats. All Rights Reserved. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. S-DONALD-SUSSMAN Bio [2]: Company Type For Profit Contact Email info@paloma.com Phone Number +1-203-861-3236 The experience opened his eyes to the nascent world of arbitrage investing, which would become the focus of his professional life. 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 WASHINGTON, Jan. 18, 2023 . In the last 15 years, he has donated approximately $100 million to organizations focusing on education, the arts and the environment. After falling for the next four years, donations steadily rose again to over $3 million in 2014. You are solely responsible for any use of or action taken under your password on the Site. Private equity: medium to long-term investments in private companies that are not publicly traded. Implied, is provided by their use the environment: medium to long-term investments in private companies that are publicly... In 1981, Sussman founded Paloma Partners Management is a fund manager in Greenwich with $ bn. Value investment strategies: designed to find long and short opportunities in corporate, asset backed and mortgage backed.... Presidential campaign of Hillary Clinton, with $ 21,613,800 donated or all text and is! A registered investment advisor that invests opportunistically across the Capital structure budget for the palomar is a investment. P 500 ETF TRUST with shares held of 1,482,600 were hedge funds including. 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