Isaac H. Green

Co-Founder at Piedmont Investment Advisors LLC

Isaac H. Green

Isaac H. Green

Co-Founder at Piedmont Investment Advisors LLC

Overview
Career Highlights

Loomis, Sayles & Company LP
Piedmont Investment Advisors LLC

RelSci Relationships

564

Number of Boards

2

Number of Awards

2

Relationships
RelSci Relationships are individuals Isaac H. Green likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President & Chief Financial Officer at FIS Group, Inc.

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Portfolio Manager at Piedmont Investment Advisors LLC

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Executive Vice President, Co-Chief Investment Officer, Fixed Income & Portfolio Manager at Piedmont Investment Advisors LLC

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Founder at FIS Group, Inc.

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President & Chief Operating Officer at FIS Group, Inc.

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Former Executive Vice President & Portfolio Manager at Piedmont Investment Advisors LLC

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Senior Vice President, General Counsel & Chief Compliance Officer at FIS Group, Inc.

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CCO & Chief Financial Officer at Piedmont Investment Advisors LLC

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Founder & Chief Executive Officer at Frontline Capital Advisors, LLC

Relationship likelihood: Strong

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Isaac H. Green
Co-Founder at Piedmont Investment Advisors LLC
Education
AB in Economics & History
Class of 1983

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

MBA in Finance & Business Economics

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
Co-Founder
2000 - Current

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.

Director of Research
Prior

NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth.The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractivevaluations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach.NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach.The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach.NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach.Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate.

Managing Partner
1993 - 2000

In 1951, marking the 25th anniversary of the founding of Loomis, Sayles & Company, Robert H. Loomis sent a clear message to all clients. Click here to read. More than 60 years later, I echo the words of our founder when he said, "we wish to express our gratitude and appreciation to those who, through these difficult years, have helped us to the success we have enjoyed. We look to the future with humility but with confidence." The biggest difference in today's world is that our pace is faster and our playing field is larger. Given this scenario, our job at Loomis Sayles is to keep a laser-like “eye on the ball” particularly during times of uncertainty and volatility, where both risk and opportunity reside. My goal is to ensure that Loomis Sayles remains a broad-based, house of excellence trusted by our clients and recognized for our record of: Attracting and retaining exceptional investment professionals Providing caring, highly ethical and informative services to our clients Producing strong investment performance across our full stable of products The last five years have been a time of tremendous innovation for us. We have grabbed hold of opportunities presented by market upheaval to unearth some tremendous investments, build off our base and empower people to construct and test new capabilities. By integrating these with existing capabilities, (quantitative research, deeper risk analysis, greater macro-economic firepower, absolute return-oriented strategies and securitized capabilities), I believe we are a better investment firm than ever. On behalf of all Loomis Sayles employees, thank you for placing your confidence in us. From my personal vantage point, I am more confident than ever about the future of our company and the skills and passion of our people to deliver excellence in their work. We look forward to serving your investment needs as we face the ever-changing future together.

Boards & Committees
Director
2018 - 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.

Member, Board of Trustees
Prior - 2015

The University of North Carolina School of the Arts (UNCSA) is a public coeducational arts conservatory in Winston-Salem, North Carolina that grants high school, undergraduate and graduate degrees. It is one of the seventeen constituent campuses of the University of North Carolina. Founded in 1963 as the North Carolina School of the Arts by then-Governor Terry Sanford, it was the first public arts conservatory in the United States. The school owns and operates the Stevens Center in Downtown Winston-Salem and is accredited by the Southern Association of Colleges and Schools.

Political Donations
$500
2016

Representative from California's 43rd Congressional District

$500
2010

Former Representative from North Carolina's 4th Congressional District

$1,000
2010

Representative from North Carolina's 1st Congressional District

Investments
Details Hidden

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.

Details Hidden
Awards & Honors
2014
Black Enterprise Magazine - 75 Most Powerful on Wall Street
2011
Black Enterprise Magazine - 75 Most Powerful on Wall Street
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