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Macquarie Multi-asset Income Fund Class I (IMAIX)
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9.02
+0.01
+0.11%
25/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 28.6M
Ivy Apollo Multi-Asset Income I
9.02
+0.01
+0.11%
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IMAIX Overview
On this page you'll find an in-depth profile of Macquarie Multi-asset Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IMAIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jurgen Wurzer | Deputy Head | 2021 | 2025 |
| Biography | Jürgen Wurzer rejoined Macquarie Investment Management Austria Kapitalanlage AG (MIMAK) in April 2018 as deputy head of portfolio management for the firm’s global multi asset team based in Vienna. Prior to that, he worked at Erste Asset Management as a senior fund manager on the multi asset management team, where he worked from September 2016 to March 2018. Wurzer previously worked at MIMAK from January 2007 to August 2016, leaving the firm as senior investment manager on the global multi asset team. He graduated from University of Applied Sciences Wiener Neustadt with a master’s degree. Wurzer is a lecturer for asset allocation, quantitative finance, portfolio, and risk management at several educational institutions. | ||
| Stefan Löwenthal | Chief Investment Officer | 2021 | 2025 |
| Biography | Stefan Löwenthal is the chief investment officer for Macquarie Investment Management Austria Kapitalanlage AG (MIMAK), a role he assumed in February 2013. He heads the global multi asset team based in Vienna, which is responsible for all asset allocation and security selection decisions, the management of mutual funds, as well as the development of new investment strategies. In addition, Löwenthal oversees the investment policy committee, which is responsible for strategic investment decisions at MIMAK. He began his career with Macquarie in February 2008 as a portfolio manager. He holds a Master of Management Science from Vienna University of Economics and Business. Löwenthal is a lecturer for economics at the IMC University of applied sciences in Krems (Austria) and the Qiongzhou University in Sanya (China). | ||
| Aaron D. Young | - | 2021 | 2025 |
| Biography | Mr. Young is Vice President of IICO and WRIMCO and Vice President of the Trust. He joined IICO in 2005 as a fixed-income analyst with an emphasis in credit research and derivative securities. Mr. Young joined the Asset Strategy team as an investment analyst in 2007. He has served as an assistant portfolio manager of investment companies managed by IICO and WRIMCO since 2012. Mr. Young earned a BA in Philosophy from the University of Missouri and holds an MBA with an emphasis in Finance and Strategy from the Olin School of Business at Washington University | ||
| Daniel Hanson | Managing Director Senior Portfolio Manager | 2019 | 2021 |
| Biography | Daniel Hanson, CFA, Managing Director, joined the firm in January 2022. Dan is the Senior Portfolio Manager and Head of the U.S. Sustainable Equity team. Dan joined Neuberger Berman from Waddell & Reed and Ivy Investments, where he was Chief Investment Officer. Previously, he served as Head of Impact Investing for JANA Partners. Prior to that role, he was Partner and Head of U.S. Equities, and Co-Chair of the Investment Strategy Committee with Jarislowsky Fraser Global Investment Management. Previously, Dan spent 10 years at BlackRock where he launched and managed the firm’s first fundamental, active ESG strategy, the BlackRock Socially Responsible Equity strategy. Dan is involved in a number of initiatives in the area of governance, corporate reporting, and sustainable investing. Dan was a founding member of the board of directors of the Sustainable Accounting Standards Board (“SASB") in 2011. He served on the professional faculty of the University of California-Berkeley Haas School of Business, where he taught sustainable investing from 2016-2019. In that role, he was a judge for the Moskowitz Research Prize, which recognizes outstanding quantitative research in sustainable and responsible investing. Dan received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder. | ||
| Ben Lentz | Managing Director/ Deputy PM | 2019 | 2021 |
| Biography | Benjamin S. Lentz, CFA, is a Managing Director and Global Portfolio Manager with LaSalle Securities focusing on the Retail and Industrial sectors. He is responsible for portfolio construction and maintenance, overseeing company and real estate market underwriting, in concert with the analyst team, as well as playing a key role in the firm’s thought leadership. Ben also serves on the Global Solutions Advisory Committee and the Portfolio Management Oversight Committee of LaSalle Securities. Ben joined LaSalle Securities in January of 2000. Initially covering the self-storage and residential sectors, he has also over the course of his career held primary coverage responsibility for hotels, healthcare, student housing, single family homes, regional malls, shopping centers, triple net lease sectors in the United States and various other sectors in Brazil, Mexico, and Canada. Ben has led the creation and development of LaSalle Securities’ data analytics platform, PortWatch. Most recently Ben has become the Portfolio Manager for the global retail and industrial sectors. Ben graduated with a Bachelor of Arts in economics and political science from The Johns Hopkins University in 2000 and holds the Chartered Financial Analyst designation. | ||
| Paul Meierdierck | Managing Director | 2019 | 2021 |
| Biography | " Paul L. Meierdierck, CFA, is a Managing Director and Global Portfolio Manager with LaSalle Securities focusing on the Office, Residential, Diversified and Healthcare property sectors. He is responsible for portfolio construction and maintenance, overseeing company and real estate market underwriting, in concert with the analyst team, as well as playing a key role in the firm’s thought leadership. Paul serves on the Portfolio Management Oversight Committee of LaSalle Securities and is a member of the Global Solutions Advisory Committee. Paul joined LaSalle Securities in 2007. Over his tenure, he has covered and analyzed a diverse array of listed property companies, sectors, and geographies. Paul became a Portfolio Manager in January 2020 following several years as a senior investment analyst, expanding his role to exercise greater discretion over day-to-day management of the portfolio. Prior to joining LaSalle Securities, Paul held several internships, including a position at a top global macro hedge fund. Paul received a Bachelor of Business Administration in finance from James Madison University, where he graduated magna cum laude. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Securities Analysts." | ||
| Joseph Moroney | Co-Head | 2018 | 2021 |
| Biography | Mr. Moroney is the Co-Head of the Corporate Credit platform of Apollo Credit Management, L.P. Mr. Moroney joined Apollo in 2008. Prior to that time, Mr. Moroney was with Aladdin Capital Management where he most recently served as the Senior Managing Director and Senior Portfolio Manager in the Leveraged Loan Group. Mr. Moroney’s career focused in financial advisory and investment management, with experience at various leading financial services firms including Merrill Lynch Investment Managers. Mr. Moroney graduated from Rutgers University with a BS in Ceramic Engineering, and he is also a Chartered Financial Analyst. | ||
| Christopher J. Parker | Senior Vice President | 2018 | 2021 |
| Biography | Christopher J. Parker Senior Vice President of Ivy Investment Management Co (IICO), and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. He joined the company in January 2008 as an investment analyst and has served as portfolio manager for investment companies managed by IICO since September 2011. He earned a BS degree in Finance from Boston College and an MBA with concentrations in Finance and Management/Strategy from Northwestern University, Kellogg Graduate School of Management. Mr. Parker is a Chartered Financial Analyst. | ||
| Lisa L. Kaufman | Portfolio Manager | 2016 | 2021 |
| Biography | Ms. Kaufman has held her Fund responsibilities since September 2016. She is a Managing Director of LaSalle and a North America Portfolio Manager. As North America Portfolio Manager, she is responsible for managing separate account portfolios of public North American property companies and the North American portion of LaSalle’s global securities portfolio accounts. Ms. Kaufman’s previous responsibilities included serving as a Senior Analyst, covering U.S. retail, U.S. industrial and Canadian retail companies, as well as acting as the Deputy Portfolio Manager for North America. Ms. Kaufman received an MBA in Finance from Columbia Business School and an AB in Urban Studies and Political Science from Brown University. She joined LaSalle in 1994. Ms. Kaufman is a member of NAREIT and ICSC. | ||
| Robert E. Nightingale | Senior Vice President | 2015 | 2021 |
| Biography | Robert E. Nightingale is Senior Vice President of Ivy Investment Management Company (IICO), Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. He joined the company in 1996 initially serving as an investment analyst and has served as assistant portfolio manager for funds managed by IICO since February 2006. Mr. Nightingale earned a BS degree in Economics from the University of Wisconsin, an MS in Urban and Regional Planning and an MS in Finance from the University of Wisconsin. He is a member of the CFA Institute. | ||
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