Patrick Halter
Director/Board Member at Principal Mutual Fund
Net worth: 12 M $ as of 30/05/2024
Network origin in Patrick Halter first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.
209
| Subsidiary | Investment Managers | 209 |
The Real Estate Roundtable
 The Real Estate Roundtable Miscellaneous Commercial ServicesCommercial Services The Real Estate Roundtable operates real estate and trade associations. The non-profit company is based in Washington. The CEO of the American company is Jeffrey D. DeBoer.
135
| Non-Profit Organization | Miscellaneous Commercial Services | 135 |
| Public Company | Investment Managers | 128 | |
Pension Real Estate Association
 Pension Real Estate Association Miscellaneous Commercial ServicesCommercial Services Pension Real Estate Association (PREA) is a non-profit trade association based in Hartford, CT, for the institutional real estate investment industry. The company's members include public and corporate pension funds, endowments, foundations, insurance companies, and investment advisory firms. PREA provides its members with materials to keep up to date on trends and issues in real estate investment decisions, including sustainability and other ESG considerations. The company also offers access to the MSCI/PREA U.S. Property Fund Index, which allows for detailed analysis of the performance of open-end property funds and their underlying investments.
128
| Non-Profit Organization | Miscellaneous Commercial Services | 128 |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.
70
| Non-Profit Organization | Miscellaneous Commercial Services | 70 |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA.
24
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 |
Association of Foreign Investors in Real Estate
 Association of Foreign Investors in Real Estate Miscellaneous Commercial ServicesCommercial Services The Association of Foreign Investors in Real Estate is a global organization established in 1988 that focuses on commercial property investment. The non-profit company is based in Washington. The organization provides exclusive market analyses, executive education, thought leadership, and networking opportunities for its members around the world.
22
| Non-Profit Organization | Miscellaneous Commercial Services | 22 |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.
20
| Subsidiary | Financial Conglomerates | 20 |
Principal Life Insurance Co.
 Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA.
19
| Subsidiary | Investment Managers | 19 |
Principal Real Estate Investors LLC
 Principal Real Estate Investors LLC Investment ManagersFinance Principal Real Estate Investors LLC (Principal Real Estate) is a real estate investment management firm headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly-owned subsidiary of Principal Global Investors Holding Co. (US) LLC, ultimately owned by Principal Financial Group, Inc. (NYSE: PFG). Principal Real Estate provides investment advisory services concerning private real estate equity, private real estate debt, public real estate debt securities such as commercial mortgage-backed securities and public real estate equity securities issued by real estate investment trusts and other companies involved in the commercial real estate business to institutional investors, high net-worth individuals and individuals.
15
| Subsidiary | Investment Managers | 15 |
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors.
10
| Subsidiary | Investment Managers | 10 |
Principal Real Estate Europe Ltd.
 Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom.
8
| Subsidiary | Investment Managers | 8 |
Principal Retirement Advisors Pvt Ltd.
 Principal Retirement Advisors Pvt Ltd. Investment ManagersFinance Part of Sundaram Finance Ltd., Principal Retirement Advisors Pvt Ltd. is an Indian company that provides financial advisory services. The company is based in Mumbai, India.
6
| Subsidiary | Investment Managers | 6 |
Principal Mutual Fund
 Principal Mutual Fund Investment ManagersFinance Part of Principal Financial Group, Inc., Principal Mutual Fund is an Indian company that manages mutual funds. The company is based in Mumbai, India and was founded in 2000.
3
| Subsidiary | Investment Managers | 3 |
PGI Origin Holding Co. Ltd.
 PGI Origin Holding Co. Ltd. Financial ConglomeratesFinance Part of Principal Financial Group, Inc., PGI Origin Holding Co. Ltd. is an investment holding British company. The company is based in London, UK. PGI Origin Holding Co. was founded in 1995.
2
| Subsidiary | Financial Conglomerates | 2 |
Principal Global Investors Asia (UK) Ltd.
 Principal Global Investors Asia (UK) Ltd. Financial ConglomeratesFinance Founded in 2018, Principal Global Investors Asia (UK) Ltd. is a financial holding British company that operates as part of Principal Financial Group, Inc. The company is based in London, UK.
2
| Subsidiary | Financial Conglomerates | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Halter via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| University of Iowa | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| Principal Funds, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member | |
International Council of Shopping Centers, Inc.
 International Council of Shopping Centers, Inc. Real Estate Investment TrustsFinance International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Principal Exchange Traded Funds
 Principal Exchange Traded Funds Investment Trusts/Mutual FundsMiscellaneous Principal Exchange Traded Funds is an open-end management investment company that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities and in equity securities. The company currently consists of one series, the Principal EDGE Active Income ETF which is diversified. Principal Exchange Traded Funds was founded in 2013 and is headquartered in Des Moines, IA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Secretary Director/Board Member | |
| Drake University | College/University | Director/Board Member Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Principal Funds Distributor, Inc.
 Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The company is based in Des Moines, IA. | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director of Finance/CFO Treasurer Corporate Officer/Principal | |
National Multifamily Housing Council
 National Multifamily Housing Council Miscellaneous Commercial ServicesCommercial Services The National Multi Housing Council is a national association representing the interests of apartment firms in the United States. Its members are the principal officer of firms engaged in aspects of the apartment industry, including ownership, development, management, and financing. The organization also conducts apartment-related research, produces strategic on formation on business-related issues, and promotes the desirability of apartment living. The National Multi Housing Council was founded in 1978. Its headquarters are located in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin | |
Principal Shareholder Services, Inc.
 Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The company is based in El Dorado Hills, CA. | Multi-Line Insurance | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Treasurer Corporate Secretary | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Director/Board Member | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
RobustWealth, Inc.
 RobustWealth, Inc. Internet Software/ServicesTechnology Services RobustWealth, Inc. owns and operates a wealth management platform. Its platform integrates an array of features into one suite which include automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals and risk based investment portfolios, and the open architecture use of investment options. The company was founded by Michael Kerins and is headquartered in Lambertville, NJ. | Internet Software/Services | Chairman Director/Board Member Treasurer Corporate Officer/Principal | |
Real Estate Board of New York, Inc.
 Real Estate Board of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Real Estate Board of New York, Inc. operates as a real estate trade association. It represents commercial, residential, and institutional property owners, builders, managers, investors, brokers, and salespeople; banks, financial service companies, utilities, attorneys, architects, and contractors. The company was founded in 1896 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Mortgage Bankers Association
 Mortgage Bankers Association Miscellaneous Commercial ServicesCommercial Services Mortgage Bankers Association is an American company that provides web, virtual event, and mobile solutions to its clients. The non-profit company is based in Washington and has subsidiaries in the United States. The company has over 20 certifications and dedicated success specialists to ensure their clients' satisfaction. The company offers industry-leading engagefully and engagefully events apps and platforms that power year-round member engagement as well as in-person, hybrid/blended, and virtual events on both mobile and desktop devices. The company is a Sitefinity Gold Partner with years of experience delivering results-driven association websites using the Sitefinity platform. The CEO of the company is Robert D. Broeksmit. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| University of Northern Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Greater Des Moines Partnership
 Greater Des Moines Partnership Miscellaneous Commercial ServicesCommercial Services Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA. | Miscellaneous Commercial Services | Chairman Director/Board Member Corporate Officer/Principal | |
NAIOP, Inc.
 NAIOP, Inc. Miscellaneous Commercial ServicesCommercial Services NAIOP, Inc. operates as a commercial real estate development association for developers, owners, and investors of office, industrial, retail, and mixed-use real estate. It offers advocacy, educational programs, and business and networking opportunities. The company was founded in 1967 and is headquartered in Herndon, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member Chairman Corporate Officer/Principal | |
Employee Benefit Research Institute
 Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member Director/Board Member | |
| JONES LANG LASALLE INCORPORATED | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
Security Capital Group, Inc.
 Security Capital Group, Inc. Real Estate DevelopmentFinance Security Capital Group, Inc. provides international real estate research, investment, and operation management services. The company is headquartered in Santa Fe, NM. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
AMLI Residential Properties Trust
 AMLI Residential Properties Trust Real Estate Investment TrustsFinance AMLI Residential Properties Trust develops, acquires and manages apartment communities. The company was founded in 1980 and is headquartered in Chicago, IL. | Real Estate Investment Trusts | Corporate Officer/Principal Director of Finance/CFO | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Founder Director/Board Member | |
Oakline Advisors LLC
 Oakline Advisors LLC Investment ManagersFinance Oakline Advisors LLC is an investment advisory firm headquartered in Dallas, Texas. The firm was founded in 2013 as Behringer Advisors LLC. They are owned by Stratera Holdings LLC. Oakline Advisors provides investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
National Association of Corporate Directors (Virginia)
 National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Association of Life Insurance Counsel
 The Association of Life Insurance Counsel Miscellaneous Commercial ServicesCommercial Services The Association of Life Insurance Counsel provides legal services. The non-profit company is based in Noblesville, IN. | Miscellaneous Commercial Services | President Director/Board Member | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income | |
| Principal Trust Company (Asia) Ltd. | Director/Board Member Director/Board Member | ||
Principal Financial Services III (UK) Ltd.
 Principal Financial Services III (UK) Ltd. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Financial Services III (UK) Ltd. is a British company that provides securities brokerage services. The company is based in London, UK and was founded in 2012. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Simpson College | College/University | Director/Board Member Undergraduate Degree | |
Principal Financial Services Asia (UK) Ltd.
 Principal Financial Services Asia (UK) Ltd. Financial ConglomeratesFinance Founded in 2017, Principal Financial Services Asia (UK) Ltd. is a part of Principal Financial Group, Inc. that provides financial services. The company is based in London, UK. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Principal National Life Insurance Co.
 Principal National Life Insurance Co. Life/Health InsuranceFinance Part of Principal Financial Group, Inc., Principal National Life Insurance Co. is a company based in Des Moines, IA. | Life/Health Insurance | Director/Board Member Director/Board Member | |
Principal International South America II Ltd.
 Principal International South America II Ltd. Financial ConglomeratesFinance Part of Principal Financial Group, Inc., Principal International South America II Ltd. functions as an investment holding British company. The company is based in London, UK and was founded in 2012. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Principal International South America I Ltd.
 Principal International South America I Ltd. Financial ConglomeratesFinance Founded in 2012, Principal International South America I Ltd. is an investment holding British company that functions as a subsidiary of Principal Financial Group, Inc. The company is based in London, UK. | Financial Conglomerates | Director/Board Member Director/Board Member |
Statistics
International
| United States | 46 |
| United Kingdom | 5 |
| Hong Kong | 2 |
Sectoral
| Finance | 25 |
| Commercial Services | 11 |
| Consumer Services | 11 |
| Miscellaneous | 3 |
| Technology Services | 3 |
Operational
| Director/Board Member | 582 |
| Corporate Officer/Principal | 303 |
| Chairman | 149 |
| Independent Dir/Board Member | 122 |
| Chief Executive Officer | 114 |
Most connected contacts
| Insiders | |
|---|---|
| Barry Sternlicht | 78 |
| Martin Flanagan | 73 |
| Mary Bush | 44 |
| Christopher Nassetta | 40 |
| Scott Rechler | 33 |
| Mary Beams | 33 |
| Karen Shaff | 31 |
| Robert Steven Aisner | 31 |
| Daniel Houston | 29 |
| Terry Brown | 29 |
| Chaim Katzman | 29 |
| Constance Moore | 28 |
| Blair Pickerell | 28 |
| Debra Cafaro | 25 |
| Ronald Toupin | 24 |
- Stock Market
- Insiders
- Patrick Halter
- Company connections
