Keith Morgan Schappert

Founder at Schappert Consulting, LLC

Keith Morgan Schappert

Keith Morgan Schappert

Founder at Schappert Consulting, LLC

Overview
Career Highlights

JP Morgan Fleming Asset Management
Federated Investment Management Company
JPMorgan Chase & Co.

RelSci Relationships

6172

Primary Location

Boston, MA, United States

Number of Boards

16

Birthday

1951

Age

70

Relationships
RelSci Relationships are individuals Keith Morgan Schappert likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Calamos Asset Management, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Calamos Advisors LLC

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at Dreyfus Service Corp.

Relationship likelihood: Strong

Former President at Janus Capital Corporation

Relationship likelihood: Strong

Former President & Chief Executive Officer at Morgan Products Ltd.

Relationship likelihood: Strong

Chief Executive Officer, Wealth Management at The Bank of New York Mellon Corporation

Relationship likelihood: Strong

President at NKCFO LLC

Relationship likelihood: Strong

Co-Founder at RANE Corp.

Relationship likelihood: Strong

President, Chief Investment Officer & Chief Executive Officer at The Common Fund for Nonprofit Organizations

Relationship likelihood: Strong

General Counsel at The Common Fund for Nonprofit Organizations

Relationship likelihood: Strong

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Keith Morgan Schappert
Founder at Schappert Consulting, LLC
Education
B.A., Government
Class of 1973

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Career History
Founder
Current
Regional Head of Americas Asset Management
Tenure Unconfirmed

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.

Fund Advisor
Tenure Unconfirmed

Commonfund Capital offers investment funds and services to qualifying non-profit organizations including educational institutions, foundations, healthcare organizations and other mission-based and public benefit nonprofits and their pension plans.Commonfund offers their investors a series of pooled investment funds, each of which has its own investment objectives, policies and strategies. The firm offers investors the opportunity to diversify their investment portfolios across asset classes and investment strategies. For each fund, Commonfund's advisory affiliates identify investment strategies, allocate portfolio assets among these strategies, select investment managers within each strategic category, allocate portfolio assets among the investment managers and monitor manager performance on an ongoing basis. The firm's investment philosophy is based on the principle that active management adds real value over passive approaches on a portfolio basis over market cycles. Their active management approach includes strategically underweighting (relative to the investors long-term equilibrium policy portfolio) those asset classes and sectors where capital is plentiful, prices are rich and the expected return is not commensurate with the risk and similarly overweighting those assets where capital is scarce, prices are cheap and there is less risk relative to the expected return.Commonfund executes their investment philosophy through a multi-strategy, multi-manager approach. They begin with an analysis of the public and private global investment markets which is updated on a quarterly basis. The firm then establishes a series of macro and micro investment themes. From those themes, they design or review their portfolios and then select or replace sub-advisors that are the most capable of fulfilling their investment objectives. This process seeks to take advantage of secular shifts and market cycles generally covering 3 to 5 five year periods and to realize value from pricing and valuation anomalies, generally 1 to 3 year opportunities. When the opportunities to be compensated for market risk are slight, Commonfund adopts a more defensive approach and when market conditions reward risk they are more opportunistic and aggressive. Commonfund does not rely on market timing. Investment decisions are always within the long term policy guidelines they have established for their funds.

Boards & Committees
Director
Current

MGAI-PE is an active manager which provides equity funding for buyout capital requirements. The firm targets companies operating in industries such as electronics, consumer non-durables and biotechnology. The firm looks to take majority stake position in its investments.

Director
Current
Board Member
Prior

Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$500 - $999
1996

Berkshire School provides college preparatory curriculum with courses and AP offerings in all disciplines. It also provides young men and women with the intellectual and moral foundations and the leadership skills that will enable them to flourish as members of a family and a community as they confront the challenges of college and beyond. The organization was founded in 1907 and is headquartered in Sheffield, MA.

Political Donations
Public Holdings
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