Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc.

Overview
Date Founded

1981

Headquarters

6300 Lamar Avenue, Overland Park, KS, 66202, USA

Type of Company

Public

Employees (Worldwide)

1,691

Industries

Investment Services & Portfolio Management
Reinsurance

Company Description

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Contact Data
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Executives & Employees

Vice President, Investor Relations, Chief Accounting Officer & Treasurer

President & Director

Executive Director

Executive Director of Finance

Secretary, Director, Senior Vice President & General Counsel

Chief Technology Officer

Managing Principal

General Manager

General Manager

General Manager

Board of Directors

Chief Executive Officer & President at Macquarie Investment Management Business Trust

Executive Director & Global Co-Head of Fixed Income at Macquarie Investment Management

Senior Vice President, General Counsel, Secretary & Trustee at Macquarie Investment Management Business Trust

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Owners & Shareholders
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CNH Partners specializes in global merger arbitrage, global convertible arbitrage and other event driven strategies. The firm also manages a limited number of alternative investment strategies, including special purpose acquisition companies (SPACs), closed-end fund arbitrage, distressed securities, and private investment in public equity (PIPEs). CNH Partners employs arbitrage investment analysis to analyze various risks and return characteristics of an investment. They also utilize fundamental securities analysis to implement its arbitrage strategies and other alternative investment strategies.

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The Tudor Group of companies is a group of affiliated entities engaged in the management of client and proprietary assets. Paul Tudor Jones II formed Tudor Investment Corporation, the first of the Tudor Group companies, in 1980. The Tudor Group manages assets across fixed income, currency, equity and commodity asset classes and related derivative instruments in the global markets for an international clientele. The investment strategies of the Tudor Group include, among others, discretionary global macro, quantitative global macro (managed futures), quantitative equity systems, discretionary equity long/short and growth equity.

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Koch IM focuses on value-oriented investments in US small-cap companies in the manufacturing, finance and non-energy minerals sectors.

Recent Transactions
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Macquarie Group Ltd., Macquarie Asset Management, Inc. purchase Waddell & Reed Financial, Inc.

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Qiwi Plc issued USD American Depositary Shares (ADS)

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First Allied Securities, Inc. purchases The Legend Group, Inc. from Waddell & Reed Financial, Inc.

Transaction Advisors
Auditor

Advised onWaddell & Reed Financial, Inc. issued USD Common Stock

Underwriter

Advised onWaddell & Reed Financial, Inc. issued USD Common Stock

Underwriter

Advised onWaddell & Reed Financial, Inc. issued USD Common Stock

Legal Advisor

Advised onMacquarie Group Ltd., Macquarie Asset Management, Inc. purchase Waddell & Reed Financial, Inc.

Legal Advisor

Advised onMacquarie Group Ltd., Macquarie Asset Management, Inc. purchase Waddell & Reed Financial, Inc.

Advisors & Consultants
Advisor

Former President at Waddell & Reed, Inc.

Legal Advisor

Partner at Willkie Farr & Gallagher LLP

Real Estate Agent

President at AREA Real Estate Advisors

Key Stats and Financials As of
Market Capitalization
$1.56B
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants
Investments
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Formula One Holdings Ltd. operates as an administrator of the FIA Formula One Grand Prix Championship and annual Grand Prix races. The company was founded by Bernard Charles Ecclestone in 1996 and is headquartered in London, the United Kingdom.

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