Lombard Odier Investment Managers

Lombard Odier Investment Managers

Lombard Odier Investment Managers

Overview
Date Founded

2000

Headquarters

452 Fifth Avenue,25th floor,New York, NY 10018-2777

Type of Company

Private

Employees (Worldwide)

51

Industries

Hedge Funds
Investment Services & Portfolio Management

Company Description

Lombard Odier Asset Management (USA) Corp. employs a variety of investment strategies when managing their funds. For the 1798 Fundamental Strategies Funds, LOAM applies a global, multi-disciplined investment approach. The funds seek to identify attractive investment situations in traditionally-defined strategies, identify opportunities that fall between those strategies and identify new strategies before they are widely deployed in the financial markets. The funds are not limited by geography or instrument, although they tend to focus on investments in North America, Europe, Asia and emerging markets worldwide. The funds may employ a broad range of strategies, including, but not limited to: Consumer Long/Short Equity, Healthcare Long/Short Equity, Technology Long/Short Equity, Industrials Long/Short Equity, Energy Long/Short Equity, Special Situations, and Event-Driven.The 1798 Special Situations Funds focus on event-driven and special situations in US equity and credit. The funds invest primarily in the US, although they may invest globally (including emerging markets) in the securities and derivatives of issuers as non-US investment opportunities are identified. The funds may invest across the full capital structure of issuing companies. The funds employ several strategies including: Fundamental Long, Short and Long/Short, Event-Driven, Distressed, and Capital Structure Arbitrage. The 1798 Consumer Equity Long/Short Funds seek to deliver superior risk-adjusted returns over a multi-year period with an absolute return orientation. To achieve this objective, LOAM employs a fundamental long/short investment strategy within the consumer sector.The Fundamental Equity Long/Short fund is a Luxembourg UCITS fund, not available for investment by US persons. It invests in equity and equity related securities (including, but not limited to, warrants) issued by companies incorporated or exercising a prominent part of their business activities in developed markets, as well as in cash and cash equivalents. The strategy is implemented by investing in companies that are believed to be undervalued and by using short derivative instruments to seek exposure to companies that are believed to be overvalued.

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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Chief Operating Officer

General Counsel

Chief Compliance Officer

Chief Risk Officer

Head of Sales

Head, Catastrophe Bond & Insurance Linked Strategies Team

Head of UK Institutional Business Development

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Board of Directors

Managing Partner at Banque Lombard Odier & Cie SA

Former Chief Executive Officer & Executive Director at Man Strategic Holdings Ltd.

Chairman at Affirmative Investment Management Partners Ltd.

Managing Partner at Banque Lombard Odier & Cie SA (Investment Management)

Director at Lombard Odier Investment Managers

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Advisors & Consultants
Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Custodian

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Custodian

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

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Non-Profit Donations & Grants
$5,000 - $10K
2014
$25K - $50K
2012
$15K - $25K
2011
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Investments
Details Hidden

SGX Pharmaceuticals, Inc. researches and develops drugs and other pharmaceutical products. The company's product pipeline includes drug candidates from its drug discovery platform, which uses X-ray crystallography and complementary biophysical and biochemical methods, combined with medicinal and computational chemistry. The company was incorporated in June 20, 1999 and is headquartered in San Diego, CA.

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