
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Jon Nelson | - | 2024 | bây giờ |
Tiểu sử | Jon Nelson is a vice president and portfolio manager on the total return team at PPM America, Inc. (“PPM”). He is responsible for investment and allocation decisions for the firm's core plus fixed income and investment grade credit plus strategies, which are managed on behalf of investors globally. In addition, he is responsible for making investment recommendations for the firm's other total return strategies. Prior to his current role, Jon was a credit analyst on the fixed income team at PPM and was responsible for the credit coverage and investment recommendations for the metals and mining, building products and homebuilding sectors. Prior to joining PPM in 2023, Jon was an analyst at DoubleLine. He earned a bachelor's degree in finance from the University of Minnesota. Jon is a CFA® charterholder. | ||
Joshua Settle | Senior Managing Director | 2021 | bây giờ |
Tiểu sử | Josh Settle is a senior managing director and portfolio manager on the fixed income team at PPM. He is responsible for investment and allocation decisions for the firm’s core plus fixed income strategy, which is managed on behalf of investors globally. Prior to his current role, Josh was a senior managing director and head of credit trading, responsible for overseeing a team of credit traders and for trade execution in the utility, retail, consumer goods, leisure, services, healthcare, taxable municipals and CDX/ETF industries. Prior to joining PPM in 2010, he was a Corporate Bond Portfolio Manager in the Fixed Income, Long Duration division of the Northern Trust Global Investments business unit.He joined Northern Trust in 2003, as part of the GOLD Program, Global Opportunities in Leadership Development, an enterprise-wide leadership development program designed to prepare young professionals. The Program focuses on Northern Trust’s product and service offerings, client focus and commitment to quality. Josh earned a bachelor’s degree in finance and economics from the University of Iowa. He is a CFA charterholder and a member of the Investment Analyst Society of Chicago. | ||
Michael T. Kennedy | Portfolio Manager | 2009 | bây giờ |
Tiểu sử | Mike Kennedy is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income, credit, long short credit, and strategic income which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2006, Mike was a senior vice president and portfolio manager for Columbia Management Group (formerly Stein Roe & Farnham) where he managed fixed income mutual funds and institutional client portfolios. Previously, he worked as the assistant director of portfolio management for Homewood Federal Savings & Loan. Mike earned an MM from Northwestern University and a BS in business administration from Marquette University. He is also a CFA® charterholder. | ||
Sau Mui | Portfolio Manager | 2020 | 2021 |
Tiểu sử | Sau Mui, CFA, is a high yield portfolio manager on the global fixed income team at Northern Trust Asset Management (NTAM), responsible for portfolio management of the active high yield credit platform. She serves on the Credit Strategy Committee and Capital Structure Committee, groups that formulate the fixed income platform's asset allocation decisions. Prior to joining NTAM, Sau was a senior high yield portfolio manager with Aviva Investors where she managed global high yield, global short duration high yield and U.S. high yield strategies totaling approximately $5 billion. Prior to Aviva Investors, Sau was a portfolio manager with PPM America where she managed core plus and credit plus strategies totaling approximately $10 billion across five funds. Sau has over a decade of credit investing experience. She started her career in high yield research at Putnam Investments and held research roles with Harris Associates and PPM America where she covered a number of sectors across the credit rating spectrum. Throughout her career in research, Sau has covered sectors representing over 85% of the high yield market. | ||
Erica Lankfer | - | 2018 | 2019 |
Tiểu sử | Erica Lankfer is a vice president and portfolio manager on the total return fixed income team at PPM America, Inc. (PPM). She is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2011, Erika was an associate in the Financial Services Group for PricewaterhouseCoopers LLC where she was responsible for audit procedures and valuation services. Erica earned an MBA in finance and economics from the University of Chicago and a BS in finance and accounting from Miami University (Ohio). She is also a Certified Public Accountant (CPA). | ||
Mark Redfearn | - | 2018 | 2019 |
Tiểu sử | Mark Redfearn is a senior managing director and portfolio manager on the fixed income team at PPM America, Inc. (PPM). Prior to joining PPM in 2002, Mark was a corporate bond portfolio manager for Van Kampen Funds. Previously, he worked for Van Kampen Funds’ risk management group. Mark earned a master’s degree in public affairs from Indiana University and a bachelor’s degree in economics and political science from Miami University (Ohio). He is a CFA® charterholder. | ||
Matthew Willey | Member | 2018 | 2019 |
Tiểu sử | Matt Willey is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Matt was an audit manager at Ernst & Young LLP where he focused primarily on the financial services industry. His client base was composed largely of hedge funds, banks and insurance companies. Matt earned a master’s in financial mathematics from the University of Chicago and a BA in accounting from Ohio University. He is also a CFA® charterholder and a Certified Public Accountant (CPA). | ||
Anthony Balestrieri | Vice President | 2015 | 2019 |
Tiểu sử | Anthony Balestrieri joined M&G in 2020 and is President and Chief Investment Officer, M&G Investments (Americas). Before joining M&G, Anthony was Executive Vice President and Chief Investment Officer of the total return team at PPM America. He was responsible for overseeing and leading several portfolio management, research and trading teams, including total return fixed income, public equity, high yield, bank loan, fixed income research, and public fixed income trading teams. Prior to joining PPM in 2003, Anthony was the head of institutional fixed income at Merrill Lynch Investment Managers and a senior vice president in charge of the short-term strategies group at Mitchell Hutchins Asset Management. | ||
Matthew Willey | Member | 2008 | 2015 |
Tiểu sử | Matt Willey is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Matt was an audit manager at Ernst & Young LLP where he focused primarily on the financial services industry. His client base was composed largely of hedge funds, banks and insurance companies. Matt earned a master’s in financial mathematics from the University of Chicago and a BA in accounting from Ohio University. He is also a CFA® charterholder and a Certified Public Accountant (CPA). |
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