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Terra Firma Us Concentrated Realty Equity Fund Open Class Shares (LREOX)

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15.698 -0.002    -0.02%
28/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.25M
Lazard US Realty Equity Portfolio 15.698 -0.002 -0.02%

LREOX Overview

 
On this page you'll find an in-depth profile of Terra Firma Us Concentrated Realty Equity Fund Open Class Shares. Learn about the key management, total assets, investment strategy and contact information of LREOX among other information.
Category

Real Estate

Total Assets

13.25M

Expenses

1%

Inception Date

Dec 31, 2008

Contact Information

Address 75 Broadway Street, Suite 202, San Francisco, CA 94111
San Francisco,CA 94111
United States
Phone -

Top Executives

Name Title Since Until
Christopher J. Hartung Director 2018 Now
Biography Christopher Hartung, a Director of Lazard Asset Management LLC, is a portfolio manager/analyst on Lazard's Global Real Estate Securities team. Prior to joining Lazard in 2011, Mr. Hartung was Senior Advisor at Grubb & Ellis Alesco Global Advisors, LLC responsible for alternative investment strategies, capital markets, product development and research. He began working in the investment field in 1990.
Jay Paul Leupp Managing Director 2008 Now
Biography Jay P. Leupp, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s Global Real Estate Securities team. He began working in the investment field in 1994. Prior to joining Lazard Asset Management LLC in 2011, Mr. Leupp was the President and Chief Executive Officer of Alesco, which he founded in 2005.Prior to that, he served as Managing Director of Real Estate Equity Research at RBC Capital Markets (“RBC”) from 2002 to 2006. Prior to joining RBC, Leupp served as Managing Director of Real Estate Equity Research at Robertson Stephens & Co., Inc. From 1991 to 1994, he served as Vice President of the Staubach Company. Jay holds an MBA from Harvard University and a bachelor’s degree from Santa Clara University. Jay is a member of the board of directors of Chaminade College Preparatory, Los Angeles; G.W. Williams Company; and United American Bank. He is also a member of the Santa Clara University board of regents; policy board of the Fisher Center for Real Estate at the University of California, Berkeley.
Gautam Garg - 2017 2018
Biography Gautam Garg, a Vice President of Lazard Asset Management LLC, is a portfolio manager/analyst on the Investment Manager’s Global Real Estate Securities team. Prior to joining the firm in 2012, Mr. Garg was an equity research analyst at Credit Suisse assisting in coverage of global real estate investment trusts. He began working in the investment field in 2006.
David R. Ronco Senior Vice President 2008 2017
Biography David Ronco, a Senior Vice President of the Investment Manager, is a Portfolio Manager/Analyst on Lazard’s Global Real Estate Securities team. He began working in the investment field in 2001. Prior to joining Lazard in 2011, David was a Portfolio Manager for Grubb & Ellis Alesco Global Advisors’ funds. Prior to Alesco, David was a vice president at RBC Capital Markets and an associate at Robertson Stephens, both specializing in Real Estate Investment Trusts. Prior to joining RBC in 2002, Ronco was an associate in the real estate equity research group at Robertson Stephens & Co., Inc. From 2000 to 2001, he was an analyst at the investment banking firm of Salem Partners LLC. David has an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree from Stanford University. He is an associate member of the International Council of Shopping Centers and the National Associate of Real Estate Investment Trusts (NAREIT).
Brett Johnson Vice President 2009 2010
Biography Brett Johnson joined Ellis Alesco Global Adv, LLC in 2006. From 2003 to 2006, he was a vice president at RBC Capital Markets. Between 2002 and 2003, Johnson spent one year overseas, during which time he gained experience in real estate acquisitions and development. Johnson served as an associate from 2000 to 2002 in the Real Estate and Equity Research Group at Robertson, Stephens & Co, an investment banking firm.
David Benz Managing Partner 2008 2009
Biography Prior to joining Grubb & Ellis Alesco Global Advisors, LLC, Benz was the Managing Partner at Phelan Capital from 2005-2007, a real estate focused hedge fund. From 2003-2004, Benz was the Portfolio Manager at American Express Financial, RiverSource Real Estate Fund. While at American Express Financial, Benz also served as Senior Securities Analyst from 1997-2004, Investment Department Liaison from 1995-1997 and as a Certified Financial Planner from 1990-1995.
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