Nikhil G. Lalvani
Portfolio Manager-Equities at Macquarie Investment Management Business Trust
Profile
Mr. Nikhil G.
Lalvani, CFA, is a Managing Director & Senior Portfolio Manager at Macquarie Investment Management Business Trust, a Chief Investment Officer-Large Cap Value & SVP at Delaware Wilshire Private Markets Master Fund, a Member at CFA Institute and a Member at CFA Society of Philadelphia.
He has over 25 years of industry experience.
Mr. Lalvani was previously employed as a Vice President & Senior Portfolio Manager by Delaware Investments Dividend & Income Fund, Inc., a Vice President & Senior Portfolio Manager by Delaware Investments Global Dividend & Income Fund, Inc. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg.
He holds a bachelor’s degree in finance from The Pennsylvania State University.
He is a member of the CFA Institute and the CFA Society of Philadelphia.
Nikhil G. Lalvani active positions
Companies | Position | Start |
---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Portfolio Manager-Equities | 2016-12-31 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 2011-08-18 |
CFA Society of Philadelphia | Corporate Officer/Principal | 2011-08-18 |
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Corporate Officer/Principal | - |
Former positions of Nikhil G. Lalvani
Companies | Position | End |
---|---|---|
Delaware Investments Global Dividend & Income Fund, Inc.
Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA | Corporate Officer/Principal | 2011-10-24 |
Blomberg
Blomberg Electronics/AppliancesConsumer Durables Part of Arçelik AS, Blomberg is a German company that manufactures household appliances. Blomberg was acquired by Arçelik AS from Elco Ltd. on April 08, 2002. | Corporate Officer/Principal | 1996-12-30 |
DELAWARE INVESTMENTS DIVIDEND AND INCOME FUND, INC. | Corporate Officer/Principal | - |
Training of Nikhil G. Lalvani
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Blomberg
Blomberg Electronics/AppliancesConsumer Durables Part of Arçelik AS, Blomberg is a German company that manufactures household appliances. Blomberg was acquired by Arçelik AS from Elco Ltd. on April 08, 2002. | Consumer Durables |
Delaware Investments Dividend & Income Fund, Inc.
Delaware Investments Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Dividend & Income Fund, Inc. is a mutual fund, closed-end investment trust. Its objective is to seek high current income with capital appreciation. The company was founded on March 26, 1993 and is headquartered in Philadelphia, PA. | Miscellaneous |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society of Philadelphia | |
Delaware Investments Global Dividend & Income Fund, Inc.
Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA | Miscellaneous |
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Miscellaneous |
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