Genie Logue

Senior Vice President & Chief Financial Officer at Xponance, Inc.

Genie Logue

Genie Logue

Senior Vice President & Chief Financial Officer at Xponance, Inc.

Overview
Career Highlights

Xponance, Inc.

RelSci Relationships

702

Number of Boards

2

Contact Data
Trying to get in touch with Genie Logue? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Genie Logue likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Operating Officer at Angel Oak Capital Advisors LLC

Relationship likelihood: Strong

Partner at Foundry Partners LLC - Minnesota

Relationship likelihood: Strong

Chief Financial Officer at Rosemont Investment Partners LLC

Relationship likelihood: Strong

Senior Vice President & Chief Technology Officer at Xponance, Inc.

Relationship likelihood: Strong

Former Managing Director at First Foundation Advisors

Relationship likelihood: Strong

Partner & Director at Foundry Partners LLC - Minnesota

Relationship likelihood: Strong

Founder/President at Rosemont Investment Partners LLC

Relationship likelihood: Strong

Co-Founder at Piedmont Investment Advisors, Inc.

Relationship likelihood: Strong

Partner, President & Chief Executive Officer at Foundry Partners LLC - Minnesota

Relationship likelihood: Strong

Chief Operations Officer & Chief Financial Officer at Foundry Partners LLC - Minnesota

Relationship likelihood: Strong

Paths to Genie Logue
Potential Connections via
Relationship Science
You
Genie Logue
Senior Vice President & Chief Financial Officer at Xponance, Inc.
Education

Villanova University is a private university located in Radnor Township, a suburb northwest of Philadelphia, Pennsylvania, in the United States. Named for Saint Thomas of Villanova, the school is the oldest Catholic university in the Commonwealth of Pennsylvania. Founded in 1842 by the Order of Saint Augustine, the university traces its roots to old Saint Augustine's Church, Philadelphia, which the Augustinian friars founded in 1796, and to its parish school, Saint Augustine's Academy, which was established in 1811.

MBA

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Career History
Senior Vice President & Chief Financial Officer
Current

FIS Group specializes in providing discretionary, multi-manager portfolios for institutional clients across a range of asset classes. The firm's product offerings include both separately managed account and commingled fund options. FIS also offers tactical completion strategies in which a client designated percentage of a separately managed account can be managed and traded internally.FIS' product offerings include: US All Cap Core, US All Cap Core with Tactical Overlay, US Small Cap Core, US Small Cap Core with Tactical Overlay, US Small Cap Growth with Tactical Overlay, Global Equity, Global Equity with Tactical Overlay, Non-US Equity, Non-US Equity with Tactical Overlay, Non-US Small Cap Equity, Non-US Small Cap Equity with Tactical Overlay, EAFE, EAFE with Tactical Overlay, Emerging Markets Equity, Emerging Markets Equity with Tactical Overlay, Frontier Markets Equity, and Frontier Markets Equity with Tactical Overlay.The firm's multi-manager strategies primarily focus on the selection and monitoring of portfolio managers who purchase securities and/or invest in private funds. Their objective is to provide above benchmark, risk controlled returns, using portfolio managers who employ diverse investment strategies and are active across different market segments. Portfolio manager selection is based on manager performance in different market cycles, as well as investment criteria established by each client.Through their Tactical Overlay strategies, FIS invests primarily in ETFs that offer some or all of the exposure to countries, geographic regions, and/or business sectors that their research indicates as desirable in order to balance an account’s overall market exposure.FIS provides investment advice and management to the FIS Family of Funds LP and the FIS Group Offshore Funds SPC, Ltd., their US and non-US commingled investment funds. Each fund is comprised of strategies in the following asset classes: Frontier Markets, Global Equities, and Emerging Markets.

Managing Director, Chief Compliance Officer
2004 - Current

Rosemont focuses exclusively on making investments alongside talented management teams in the asset management industry.The firm believes that value in the asset management industry is created when all stakeholders' interests are aligned; clients, owners, managers and employees. Their investment strategy is predicated upon building that alignment of interests by partnering with motivated, dynamic management teams and structuring companies in a manner that encourages growth, consistency, loyalty and long-term vision.Rosemont seeks meaningful minority interests alongside management teams who control the majority of the company's equity. They seek to build consensus at the board level for critical business-related issues while allowing its management teams complete day-to-day autonomy. They do not seek to integrate or consolidate their portfolio companies in any manner.

Manager
2014 - Prior

Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns.Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.

Boards & Committees
Management Committee Member
Current

Foundry Partners specializes in active management and delivering positive risk-adjusted returns for its clients. Their primary business activities consist of discretionary management of client assets. The firm generally invests client assets in domestic and international exchange listed securities and over-the-counter securities. Foundry Partners offers two distinct actively managed platforms within their value strategies. While distinct, both platforms seek time-tested low-multiple value characteristics and use fundamental analysis in their decision making. Their traditional value platform looks for a combination of three criteria, while its fundamental platform incorporates behavioral elements. The firm’s Growth strategies operate with the belief that investing in innovative, organic revenue growth companies with uniquely profitable business models and appropriately-financed balance sheets is the best way to deliver consistent long-term relative outperformance.

Member, Investment Committee
Current

Rosemont focuses exclusively on making investments alongside talented management teams in the asset management industry.The firm believes that value in the asset management industry is created when all stakeholders' interests are aligned; clients, owners, managers and employees. Their investment strategy is predicated upon building that alignment of interests by partnering with motivated, dynamic management teams and structuring companies in a manner that encourages growth, consistency, loyalty and long-term vision.Rosemont seeks meaningful minority interests alongside management teams who control the majority of the company's equity. They seek to build consensus at the board level for critical business-related issues while allowing its management teams complete day-to-day autonomy. They do not seek to integrate or consolidate their portfolio companies in any manner.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Genie Logue. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Genie Logue's profile does not indicate a business or promotional relationship of any kind between RelSci and Genie Logue.