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Career history of Phil Platek
Former positions of Phil Platek
Companies | Position | Start | End |
---|---|---|---|
Pricewaterhouse & Co. | Corporate Officer/Principal | - | - |
Forum Capital Markets LLC
![]() Forum Capital Markets LLC Investment Banks/BrokersFinance Part of Wells Fargo & Co., Forum Capital Markets LLC is a convertible securities boutique. The company is based in Old Greenwich, CT. Forum Capital Markets was acquired by Wachovia Corp. on May 03, 2000. | Corporate Officer/Principal | - | - |
McMahan Securities Co. LP
![]() McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Analyst-Equity | - | - |
Basso Capital Management LP
![]() Basso Capital Management LP Investment ManagersFinance Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities. | Analyst-Equity | 31/10/2003 | - |
Trading-Equity | 31/10/2003 | - | |
Founder | 31/10/2003 | - | |
Investment Committee Member | 31/10/2003 | - |
Training of Phil Platek
Rutgers State University of New Jersey | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Trading-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Basso Capital Management LP
![]() Basso Capital Management LP Investment ManagersFinance Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities. | Finance |
Forum Capital Markets LLC
![]() Forum Capital Markets LLC Investment Banks/BrokersFinance Part of Wells Fargo & Co., Forum Capital Markets LLC is a convertible securities boutique. The company is based in Old Greenwich, CT. Forum Capital Markets was acquired by Wachovia Corp. on May 03, 2000. | Finance |
McMahan Securities Co. LP
![]() McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Finance |
Pricewaterhouse & Co. | Commercial Services |
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