Network origin in George A. Morgan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.
8
| Subsidiary | Investment Managers | 8 |
Mackenzie Cundill Investment Management Ltd.
 Mackenzie Cundill Investment Management Ltd. Investment ManagersFinance Founded in 1974, Mackenzie Cundill Investment Management Ltd., formerly Peter Cundill & Associates Ltd., is an investment advisor located in Vancouver, British Columbia. The firm is a subsidiary of Mackenzie Financial Corp. Their ultimate parent is Montreal-based Power Financial Corp. (POFNF.PK). Mackenzie Cundill manages assets for private accounts, pension funds and the Mackenzie/Cundill family of mutual funds.
5
| Extinct | Investment Managers | 5 |
Templeton Global Advisors Ltd.
 Templeton Global Advisors Ltd. Investment ManagersFinance Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to George A. Morgan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| NUVEEN CALIFORNIA SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Kennedy-Wilson, Inc.
 Kennedy-Wilson, Inc. Real Estate DevelopmentFinance Kennedy-Wilson, Inc. operates as a global real estate investment company. The firm's services include corporate services, investment management, brokerage, property services and auction and sales. The company was founded in 1977 and is headquartered in Beverly Hills, CA. | Real Estate Development | Director/Board Member | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Sales & Marketing | |
Templeton Investment Counsel LLC
 Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Equity | |
| NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN CREDIT STRATEGIES INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN S&P 500 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN CORE EQUITY ALPHA FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MORTGAGE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN TAXABLE MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN REAL ASSET INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN PREFERRED AND INCOME TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN GLOBAL HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity | |
Franklin Bissett Investment Management
 Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Sales & Marketing | |
Hamblin Watsa Investment Counsel Ltd.
 Hamblin Watsa Investment Counsel Ltd. Investment ManagersFinance Hamblin Watsa Investment Counsel Ltd. (HWIC) is an investment management firm headquartered in Toronto, Ontario. The firm was founded by Vivian Watsa in 1984 and is a wholly-owned subsidiary of Fairfax Financial Holdings Ltd. (Fairfax) (TSE: FFH; OTCMKTS: FRFHF). HWIC provides global investment management services solely to the insurance and reinsurance subsidiaries of Fairfax. | Investment Managers | President | |
| MYTILINEOS S.A. | Alternative Power Generation | Director/Board Member | |
| McGill University | College/University | Undergraduate Degree | |
| Queen's University | College/University | Masters Business Admin | |
Peter Cundill & Associates (Bermuda) Ltd.
 Peter Cundill & Associates (Bermuda) Ltd. Investment ManagersFinance Peter Cundill & Associates (Bermuda) Ltd. provides investment advice. The private company is based in Southampton, Bermuda. | Investment Managers | Corporate Officer/Principal | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Siena College | College/University | Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
The Aspen Institute, Inc.
 The Aspen Institute, Inc. Miscellaneous Commercial ServicesCommercial Services The Aspen Institute operates an institution that fosters leadership skills and open-minded dialogue. It conducts seminars, policy programs, conferences and leadership development initiatives, the Institute and its international partners seek to promote nonpartisan inquiry. The company was founded in 1949 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| GRIVALIA PROPERTIES | Real Estate Investment Trusts | Director/Board Member | |
| AVANTE CORP. | Electronic Equipment/Instruments | Director/Board Member | |
The Cundill Group
 The Cundill Group Financial ConglomeratesFinance The Cundill Group provides investment services. The Canadian company was founded by F. Peter Cundill. | Financial Conglomerates | Founder | |
| KENNEDY-WILSON HOLDINGS, INC. | Real Estate Development | Director/Board Member | |
| Atlas Financial Group LLC | Chief Investment Officer | ||
Tempered Investment Management Ltd.
 Tempered Investment Management Ltd. Investment ManagersFinance Part of 1247013 BC Ltd., Tempered Investment Management Ltd. is a company that provides investment advice. The company is based in North Vancouver, Canada. The Canadian company was founded in 2010 by Hiok Hhu Ng. | Investment Managers | Portfolio Manager-Equities Founder | |
| NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN S&P 500 BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Grivalia Hospitality SA
 Grivalia Hospitality SA Real Estate DevelopmentFinance Grivalia Hospitality SA engages in hotel, resort, and real estate investment activities. The company was founded on July 10, 2015 and is headquartered in Luxembourg. | Real Estate Development | Director/Board Member | |
| NUVEEN MULTI-ASSET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Eurolife FFH Insurance Group Holdings SA
 Eurolife FFH Insurance Group Holdings SA Multi-Line InsuranceFinance Part of Fairfax Financial Holdings Ltd., Eurolife FFH Insurance Group Holdings SA provides health and safety advice to improve the way you feel, live, and move. The Greek company helps protect your assets, financial results, and business personnel while ensuring strategic development. On July 14, 2021, Eurolife FFH Insurance Group Holdings was acquired by Fairfax Financial Holdings Ltd. for $142.27 million. | Multi-Line Insurance | Director/Board Member |
Statistics
International
| United States | 33 |
| Canada | 13 |
| Greece | 4 |
| United Kingdom | 2 |
| Bermuda | 2 |
Sectoral
| Miscellaneous | 22 |
| Finance | 18 |
| Consumer Services | 7 |
| Distribution Services | 2 |
| Utilities | 2 |
Operational
| Director/Board Member | 74 |
| Independent Dir/Board Member | 51 |
| Corporate Officer/Principal | 19 |
| Portfolio Manager-Equities | 19 |
| Analyst-Equity | 13 |
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