Bruce J. Rubin
Compliance Officer at Virtus Event Opportunities Trust
Network origin in Bruce J. Rubin first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Merger Fund VL
23
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 23 |
Merger Fund
23
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 23 |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.
19
| Umbrella Fund | Investment Trusts/Mutual Funds | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bruce J. Rubin via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| PCM FUND INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Westchester Capital Management, Inc.
 Westchester Capital Management, Inc. Investment ManagersFinance Founded in 1980 by William Green, Westchester Capital Management, Inc. is located in Valhalla, New York. The firm is also known as Green & Smith Investment Management LLC. In December 2010 the firm's investment portfolio was taken over by their successor firm, Westchester Capital Management LLC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Chief Executive Officer Chief Investment Officer General Counsel | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO HIGH INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
| PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal Chairman Compliance Officer General Counsel Chief Operating Officer Corporate Officer/Principal | |
| PIMCO INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO INCOME STRATEGY FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
Westchester Capital Management LLC
 Westchester Capital Management LLC Investment ManagersFinance Westchester Capital Management LLC (Westchester) is a SEC-registered investment advisor headquartered in Valhalla, New York. The firm was founded by Roy Behren and Michael Shannon in 2010 as the successor to Westchester Capital Management, Inc., a hedge fund manager that was originally formed in 1980 by William Green. In 2021, the firm was acquired by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Westchester provides investment advice to registered investment companies. Their flagship fund is The Merger Fund®, which was launched in 1989. | Investment Managers | President President Analyst-Equity | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| Westchester Capital Partners LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| Virtus ETF Trust II | Chairman Compliance Officer Corporate Officer/Principal | ||
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | President Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
PIMCO Flexible Emerging Markets Income Fund
 PIMCO Flexible Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Emerging Markets Income Fund is a closed-end management investment company. Its objective is to provide attractive risk-adjusted returns and current income. The company was founded in 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
PIMCO California Flexible Municipal Income Fund
 PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member | ||
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal |
Statistics
International
| United States | 50 |
| Morocco | 2 |
Sectoral
| Miscellaneous | 39 |
| Finance | 6 |
| Consumer Services | 4 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 389 |
| Independent Dir/Board Member | 151 |
| President | 151 |
| Corporate Officer/Principal | 102 |
| Chairman | 56 |
Most connected contacts
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Sarah Cogan | 53 |
| George Aylward | 49 |
| Philip McLoughlin | 46 |
| R. Walton | 42 |
| F. Drummond | 32 |
| William Bradley | 31 |
| Brian Zino | 30 |
| Sidney Harris | 28 |
| Christianna Wood | 28 |
| Jennifer S. Fromm | 26 |
| Nancy Engberg | 26 |
| Richard Smirl | 25 |
| Geraldine McNamara | 24 |
- Stock Market
- Insiders
- Bruce J. Rubin
- Company connections
