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March 28, 2015 3:23 PM ET

Capital Markets

Company Overview of Bailard, Inc.

Company Overview

Bailard, Inc. is a privately owned investment manager. The firm provides its services to high net worth individuals, family offices, pension plans, charitable institutions, foundations, endowments, mutual funds, private investment funds sovereign wealth funds, and institutions. It manages separate client focused equity and fixed income portfolios. The firm invests in public equity, fixed income, and alternative investment markets across the globe. For its equity investments, the firm employs a Large Growth and Small Value strategy. For its alternative investments, the firm invests in commercial real estate, REITs. It employs a combination of fundamental and quantitative analysis to create it...

950 Tower Lane

Suite 1900

Foster City, CA 94404-2131

United States

Founded in 1969





Key Executives for Bailard, Inc.

Chief Executive Officer, Chairman, and Portfolio Manager
Co-Founder, Director of Real Estate Research, and Director
Age: 60
Chief Operating Officer, Executive Vice President, Chief Risk Officer, and Portfolio Manager
Compensation as of Fiscal Year 2014.

Bailard, Inc. Key Developments

Bailard, Inc. Presents at 3rd Annual Real Estate CFO Forum East, Sep-29-2014 05:25 PM

Bailard, Inc. Presents at 3rd Annual Real Estate CFO Forum East, Sep-29-2014 05:25 PM. Venue: Marriott Downtown, New York, New York, United States. Speakers: Preston Sargent, President & CEO.

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