Jim Morrow

Chief Executive Officer at CALLODINE ACQUISITION CORPORATION

54 year

Finance

Consumer Services

Commercial Services

Profile

James Stuart Morrow is the founder of Callodine Capital Management LP, founded in 2018, where the title held is Chief Executive Officer.
Mr. Morrow is also the founder of Callodine Group LLC..
Mr. Morrow is Chief Executive Officer at Callodine Special Opportunity Fund LP.
Mr. Morrow is Chairman & Chief Executive Officer at Callodine Acquisition Corp.
Mr. Morrow is Chief Executive Officer at Callodine Equity Income Fund LP.
Mr. Morrow is Chief Executive Officer at Callodine Midco, Inc. Mr. Morrow was Director at East Resources Acquisition Co. Mr. Morrow was Portfolio Manager at Fidelity Management & Research Co. LLC from 1999 to 2017.
Mr. Morrow was Research Analyst at The Chase Manhattan Bank NA from 1994 to 1997.
Mr. Morrow was Portfolio Manager at FIAM LLC.
Mr. Morrow earned an MBA degree from The University of Chicago in 1999.
Mr. Morrow earned an undergraduate degree from State University of New York at Buffalo in 1993.

Jim Morrow active positions

Companies	Position	Start
CALLODINE ACQUISITION CORPORATION	Chief Executive Officer	-
Callodine Capital Management LP Callodine Capital Management LP Investment ManagersFinance Callodine Capital manages long/short and long-only investment strategies that targets the dividend paying equity universe. They invest in cash-generative companies across a diverse set of industries including specialty income niches like Business Development Companies (BDCs), Master Limited Partnerships (MLPs), Real Estate Investment Trust (REITs), and special situations like Mergers & Acquisitions (M&A), spin-offs, convertibles, preferreds, and high yield. The firm utilizes bottom-up (individual company analysis) and top-down (macro-economic and market projected strategy selection) in its analysis.	Chief Executive Officer	01/01/2018
Callodine Group LLC Callodine Group LLC Investment ManagersFinance Callodine Group invests in companies located in the United States. The firm focusses on a broad range of sectors and industries. It participates in buyout stage capital requirements.	Chief Executive Officer	-
Callodine Equity Income Fund LP	Chief Executive Officer	-
Callodine Special Opportunity Fund LP	Chief Executive Officer	-
Callodine Midco, Inc. Callodine Midco, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management, scientific and technical consulting services	Chief Executive Officer	-

All active positions of Jim Morrow

Former positions of Jim Morrow

Companies	Position	End
Fidelity Management & Research Co. LLC Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.	Portfolio Manager-Equities	31/12/2017
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Portfolio Manager-Equities	31/12/2017
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	31/12/1997
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Linked companies

Private companies	12
Fidelity Management & Research Co. LLC Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.	Finance
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
State University of New York at Buffalo State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Finance
Callodine Capital Management LP Callodine Capital Management LP Investment ManagersFinance Callodine Capital manages long/short and long-only investment strategies that targets the dividend paying equity universe. They invest in cash-generative companies across a diverse set of industries including specialty income niches like Business Development Companies (BDCs), Master Limited Partnerships (MLPs), Real Estate Investment Trust (REITs), and special situations like Mergers & Acquisitions (M&A), spin-offs, convertibles, preferreds, and high yield. The firm utilizes bottom-up (individual company analysis) and top-down (macro-economic and market projected strategy selection) in its analysis.	Finance
Callodine Special Opportunity Fund LP
East Resources Acquisition Co. East Resources Acquisition Co. Financial ConglomeratesFinance Operates as a blank check company	Finance
Callodine Group LLC Callodine Group LLC Investment ManagersFinance Callodine Group invests in companies located in the United States. The firm focusses on a broad range of sectors and industries. It participates in buyout stage capital requirements.	Finance
Callodine Acquisition Corp. Callodine Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company	Finance
Callodine Equity Income Fund LP
Callodine Midco, Inc. Callodine Midco, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management, scientific and technical consulting services	Commercial Services

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