Co-Founder | Partner | Portfolio Manager
CurrentCo-founded a long only and long/short equity partnership.
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@chariscapllc.com
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1 phone found area 630
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David Kalis, Cfa is listed as Co-Founder and Partner at The Future Fund LLC at The Future Fund LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at chariscapllc.com, phone signal with area code 630, and a matched LinkedIn profile for David Kalis, Cfa.
David Kalis, Cfa previously worked as Co-Founder | Partner | Portfolio Manager at The Future Fund Llc and Managing Partner | Chief Investment Officer at Curvature Capital Management Llc. David Kalis, Cfa holds B.A., Economics from University Of Michigan.
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Partner | Portfolio Manager, The Future Fund LLCInvesting in Businesses That Change the Worldthefuturefund.com
Listed skills include Portfolio Management, Equities, Hedge Funds, Alternative Investments, and 6 others.
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Co-founded a long only and long/short equity partnership.
Founded a long/short equity hedge fund partnership, focusing on catalyst-driven global equities, including raising capital and managing the investment portfolio. Performance ranked in the top decile of L/S equity hedge funds.
Naperville, Illinois, US
Head of the U.S. Growth Equities team responsible for managing mutual fund, institutional and SMA strategies with $6B of AUM. Restructured strategies, including changes in philosophy, process, and personnel, while managing client communications. Formulated the firm’s Global Investment Positioning as a member of the investment leadership team, including.
Founded and managed a long/short hedge fund partnership focused on SMID Cap equities. Structured the investment strategy around exploiting the inefficiencies of the SMID Cap market. Performance ranked in the top decile of equity L/S equity hedge funds.
Chicago, Illinois, US
Portfolio Manager for the Mid Cap and Small Cap Growth Funds. Refined the investment process and marketing message across all products during a three-year period. Managed key relationships between senior management, research, and active equities in a complex structure. The NTAM active equites mutual fund suite reached the top 10% in its peer group, up from.
Chicago, IL, US
Portfolio Manager, Director of Research, and member of the management group.Joined firm at founding and developed the core investment philosophy and process.Helped managed the firm through a growth phase from $1.2B to $5B AUM.Established and managed the Mid Cap Growth strategy growing it to an excess of $400mln of AUM.Co-managed Multi-Cap and SMID Cap.
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David Kalis, Cfa works for The Future Fund LLC.
David Kalis, Cfa is listed as Co-Founder and Partner at The Future Fund LLC at The Future Fund LLC.
AeroLeads has found 1 work email signal at @chariscapllc.com for David Kalis, Cfa at The Future Fund LLC.
AeroLeads has found 1 phone signal(s) with area code 630 for David Kalis, Cfa at The Future Fund LLC.
David Kalis, Cfa is based in Greater Chicago Area, United States, United States while working with The Future Fund LLC.
David Kalis, Cfa has worked for The Future Fund Llc, Curvature Capital Management Llc, Calamos Investments, Charis Capital Management Llc, and Northern Trust Asset Management.
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David Kalis, Cfa holds B.A., Economics from University Of Michigan.
David Kalis, Cfa is listed with skills including Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Investments, and Capital Markets.
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