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Tortoise Essential Assets Income Term (XTEAX)
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13.300
+0.070
+0.53%
06/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 179.43M
Tortoise Essential Assets Income Term Fund
13.300
+0.070
+0.53%
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XTEAX Overview
On this page you'll find an in-depth profile of Tortoise Essential Assets Income Term. Learn about the key management, total assets, investment strategy and contact information of XTEAX among other information.
Contact Information
Address
11550 Ash Street, Suite 300
Leawood,KS 66211
United States
Leawood,KS 66211
United States
Phone
+1 8663629331
Fax
(913) 981-1021
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michel G. Sznajer | Portfolio Manager | 2019 | Now |
| Biography | Primary Function: Mr. Sznajer is a portfolio manager focused on sustainable products. Background: Before joining Ecofin, Mr. Sznajer was a partner and portfolio manager at Silvaris Capital Management. Previously Mr. Sznajer was employed at Wellington Management Co. as an industrial/Infrastructure analyst and portfolio manager. Prior to that, he worked at Goldman Sachs and Indosuez W.I. CARR covering the telecommunication sectors in Asia. Mr. Sznajer started his career as a management consultant at Bain & Company, covering technology, media and telecommunication, and financial sectors in Asia and Europe. Education: Mr. Sznajer earned an MSc in business and engineering from Brussels University and is a CFA® charterholder. | ||
| Adam T. Peltzer | director and investment analyst | 2019 | Now |
| Biography | Erin Carney, CFA. Ms. Carney is a Principal and a Portfolio Manager at Fountain. She joined Fountain in 2004 as an Analyst and became a Partner in 2007. She is a member of the firm’s Investment Committee and currently the Portfolio Manager for Fountain’s various high yield strategies and oversees the firm’s trading. | ||
| Ed Russell | Sr. Managing Director - Head of Private Infrastructure | 2019 | Now |
| Biography | Mr. Edward Russell joined the firm in 2006. Since joining the firm, Mr. Russell has participated in marketing all of the firm's new closed- and open-end funds. He served as president of Tortoise Capital Resources (TTO) from April 2007 to June 2012. Previously, Mr. Russell was a managing director at Stifel, Nicolaus & Company Inc., where he headed the energy and power group. At Stifel, he was responsible for all energy and power transactions, including all of the debt and equity transactions for the Tortoise funds, starting with the first fund's initial public equity offering in February 2004. Mr. Russell previously served as a director for Abraxas Petroleum Corp. (NASDAQ: AXAS), a former director of Arc Logistics GP LLC, the general partner of Arc Logistics Partners LP, a publicly traded MLP (NYSE: ARCX) and is currently director for the USA Rugby Trust. | ||
| Matthew Breidert | Senior Portfolio Manager | 2019 | Now |
| Biography | Primary Function: Mr. Matthew Breidert is a senior portfolio manager, overseeing sustainable, impact and ESG strategies, both long only and long/short. Background: Prior to joining Ecofin, Mr. Breidert was an assistant portfolio manager at Millennium Partners, based in New York. Previously, he was an investment banker with SG Barr Devlin, a division of Société Générale, where he focused on mergers and acquisitions and financial advisory to global utilities and power companies. Prior to that, he worked at Cornerstone Energy Advisers and FT Energy/RDI in Boulder, Co., where he focused on energy and utility‐focused economic policy. Education: Mr. Breidert earned a Bachelor of Science degree from the University of Illinois-Urbana Champaign and a Master of Business Administration from Washington University in St. Louis. | ||
| Jean Hugues De Lamaze | Senior Portfolio Manager | 2019 | Now |
| Biography | Mr. Jean-Hugues de Lamaze joined Ecofin in 2008. From 2016 through November 2018 he was a Partner and member of the Board at Ecofin. He is senior portfolio manager for investment trust Ecofin Global Utilities & Infrastructure plc that launched in September 2016. Previously, he was senior portfolio manager for Ecofin Water & Power Opportunities plc. Prior to joining Ecofin, Mr. de Lamaze co-founded UV Capital LLP and served as chief investment officer. Previously, he oversaw the Goldman Sachs European Utilities research team and previously was a senior European analyst and head of French Research & Strategy at Credit Suisse First Boston. His professional career began at Enskilda Securities. Mr. de Lamaze is a CFAF certified analyst and a member of the French Financial Analysts Society SFAF. He completed the INSEAD International Executive Programme, graduated from the Paris based business school Institut Supérieur de Gestion and earned a LLB in Business Law from Paris II-Assas University. He was voted Top 10 Buy-Side Individual – All Sectors and Top 3 in the Utilities category in the 2018 Extel survey. | ||
| Nicholas S. Holmes | Portfolio Manager | 2019 | Now |
| Biography | Primary Function: Mr. Holmes serves as co-portfolio manager of the sustainable global water strategy. My Holmes also continues to evaluate private investment opportunities on water projects in support of Ecofin’s Private Sustainable Infrastructure team. Background: Mr. Holmes has extensive investment experience across the capital structure, acting as president of the Tortoise Essential Assets Income Term Fund and vice president of the Tortoise Energy Infrastructure Corp. and Tortoise MLP Fund, Inc. closed-end funds. He was the lead analyst on the three water-specific private placement transactions in the energy sector. Education: Mr. Holmes earned a Bachelor of Arts in political science from Yale University and a Master of Business Administration from the University of Kansas. He is a CFA® charterholder. | ||
| Jeremy Goff | Chief Development Officer | 2019 | Now |
| Biography | Mr. Goff joined the firm in 2011 and currently oversees the firm’s business development efforts, developing and executing platform strategy, attracting early stage capital through strategic partnerships and driving new product idea generation. He is a member of the Investment Committees for the Social Impact and Private Sustainable Infrastructure strategies and participates on the firm’s Sustainability and Impact committee. Since joining the firm, Mr. Goff has led the development and launch of the firm’s social impact and ETF businesses, index and exchange traded fund business, clean energy initiatives as well as its private fund platform. Previously, Mr. Goff worked for Blackstone in the firm’s private equity investor relations and business development group where he was responsible for developing and fundraising for their private funds including Blackstone Capital Partners VI and Blackstone Energy Partners’ funds. He played an instrumental role in the relationship management of Blackstone’s domestic and international limited partners, with particular emphasis on Latin America. Prior to his time with Blackstone, he served as a ranger infantry officer in the U.S. Army, where he was awarded the Bronze Star Medal and Army Commendation for Valor. Mr. Goff earned a Bachelor of Science degree in economics from the United States Military Academy at West Point. He has participated on local Kansas City-area nonprofit boards, including the Shadow Buddies Foundation and Mariner Foundation, and currently serves on the board of the University Academy Foundation, a charitable foundation with the goal of empowering University Academy students and alumni to reach their academic and professional aspirations. | ||
| David Sifford | Managing Director - Social Impact | 2019 | Now |
| Biography | Mr. Sifford joined the firm in 2018 as a Managing Director on the Social Impact team. Mr. Sifford oversees and manages the Social Impact platform and serves on the Social Impact Investment Committee. Prior to joining the firm, Mr. Sifford served as Vice President of the Education Investment Group at EPR Properties, pursuing the development and acquisition of education-based real estate across the country. With over 20 years of real estate experience, Mr. Sifford helped make EPR Properties one of the largest owners of public charter schools in the U.S. and a recognized leader in the financing of educational facilities. In his time at EPR Properties, Mr. Sifford grew the company’s total investments in their Education portfolio by more than $1 billion. Prior to joining EPR Properties, Mr. Sifford served as a Senior Vice President at PNC Real Estate Finance. During his tenure at PNC, Mr. Sifford contributed to over $4 billion in loan origination and debt restructuring. Mr. Sifford holds an M.B.A in Finance and Strategy from Vanderbilt University and a B.A. in both Business Administration and Sports Science from the University of Richmond. | ||
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