Nathaniel Velarde

Partner at Robert W. Baird & Co., Inc. (Equity)

Nathaniel Velarde

Nathaniel Velarde

Partner at Robert W. Baird & Co., Inc. (Equity)

Overview
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Chief Executive Officer at Robert W. Baird & Co., Inc.

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Managing Partner at Robert W. Baird & Co., Inc. (Equity)

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Partner at Robert W. Baird & Co., Inc. (Equity)

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Director of Private Wealth Management Research at Robert W. Baird & Co., Inc. (Equity)

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Treasurer, Executive Vice President & Controller at Nuveen Investments Holdings, Inc.

Relationship likelihood: Strong

Managing Partner at Winnick & Co., Inc.

Relationship likelihood: Strong

Fund Advisor at Nuveen Tax Exempt Unit Trust Series 626

Relationship likelihood: Strong

Managing Director & Client Portfolio Manager at NWQ Investment Management Co., LLC

Relationship likelihood: Strong

Partner at Robert W. Baird & Co., Inc. (Equity)

Relationship likelihood: Strong

Executive Vice President, Marketing & Client Services at Marsico Capital Management LLC

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Nathaniel Velarde
Partner at Robert W. Baird & Co., Inc. (Equity)
Education
Bachelor of Arts Degree in Economics

The University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world. In all we do, we are driven to dig deeper, push further, and ask bigger questions—and to leverage our knowledge to enrich all human life. Our diverse and creative students and alumni drive innovation, lead international conversations, and make masterpieces. Alumni and faculty, lecturers and postdocs go on to become Nobel laureates, CEOs, university presidents, attorneys general, literary giants, and astronauts. Our overseas campus and centers expand opportunities for collaboration with universities, research institutes, and cultural organizations; meet the needs of a growing number of faculty and students for research support and other opportunities abroad; and engage alumni throughout each region.

MBA

The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program in business. The school was renamed in 2008 following a $300 million endowment gift to the school by alumnus David G. Booth. The school has the third-largest endowment of any business school. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Asia (originally Singapore, but in July 2013 a move to Hong Kong was announced), as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative marketing research, and accounting. Chicago Booth is currently ranked first in the United States by Bloomberg Businessweek and first globally by the Economist.

Career History
Partner
2019 - Current

Baird Investment Management is recognized for managing high-quality equity growth portfolios. Their investment philosophy is based on the belief that high-quality companies can increase in strength and value over time. Their investment process consists of detailed bottoms-up research to identify companies that have durable and sustainable prospects, such as barriers to entry, pricing power and demonstrated products and services. Evaluation of company management teams, and their ability to execute over time, is also a key element of the process. Baird Investment Management believes these high-quality companies can consistently earn returns on equity and capital above their cost of capital and therefore, make the most attractive long-term investments. Their approach in applying this philosophy is to focus on the long term, to invest in quality growth companies and to control investment risk.

Managing Director, Research Director & Equity Analyst
Prior

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

Senior Vice President & Equity Analyst
2011 - 2015

PIMCO Europe is an active, prudent, long-term manager which focuses on total returns. They specialize in fixed-income and follow a variety of uncorrelated strategies. Their overall investment philosophy consists of tailoring their traditionally-managed and globally-invested products to local markets and managing them against local benchmarks. They also manage derivatives-based strategies and overlay mandates.The firm seeks to exploit structural inefficiencies in markets globally, and follows an opportunistic investment approach emphasizing diversification and relying on off-benchmark strategies. Their investment process combines top-down strategies such as duration, yield curve positioning and sector rotation with bottom-up stock selection.PIMCO Europe invests primarily in UK, European, US, global, corporate, high yield and emerging market bonds. They also invest in underlying equity and commodities through fixed-income strategies and use swaps. The firm follows strategies such as tactical multi-asset allocation, liability-driven investment, real estate, enhanced cash and absolute return. Major shifts in portfolio strategies are generally based on long-term or secular trends.

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