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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Zach Halstead | Portfolio Manager | 2018 | now |
전기 | Zach Halstead is a senior portfolio manager responsible for the portfolio management of bank loans strategies. He also serves on the portfolio management team for LDI and CDI mandates. Prior to his current role, Zach was a bank loans research analyst. Zach has been in the industry since and started with the firm and its affiliates in 2014. He received his BBA from the University of Iowa. | ||
Jason P. Felderman | Sr. Portfolio Manager | 2013 | now |
전기 | Jason Felderman, CFA, head of leveraged loans and a portfolio manager on the firm’s Bank Loans strategies, is responsible for overall management and development of all leveraged loans portfolios. Jason has managed Bank Loan portfolios since 2012 and leads the effort to grow the leveraged loan strategies, including CLOs, bank loan mutual funds, and separate account portfolios. Prior to his current role, Jason was employed at American Century Investments and at Deloitte & Touche. He has been in the industry since 2000 and started with the firm in 2003. Jason received his BBA in accounting from the University of Northern Iowa and his MBA from the University of Kansas. He is a CFA® charterholder. | ||
John F. Bailey | Head of Bank Loans/PM | 2013 | 2023 |
전기 | John Bailey, CFA, is head of leveraged loans responsible for overall management and development of all leveraged loans portfolios. Additionally, he leads the effort to grow the leveraged loan strategies including CLO’s, bank loan mutual funds and separate account portfolios. Prior to his current role, John was a private placement analyst at the firm for three years. Prior to joining the organization, he held various commercial lending positions at American National Bank and the Bank of Nova Scotia. John has been in the industry since 1990 and started with the firm and its affiliates in 1994. He received his BBA in finance and his MBA from the University of Iowa. John is a CFA® charterholder. | ||
James K. Schaeffer | - | 2013 | 2021 |
전기 | Jim Schaeffer is global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. He is also responsible for stressed and special situation securities, and all restructuring and bankruptcy situations for the firm. In addition, he is a member of the Aegon Asset Management Steering Committee that sets global macro and asset allocation strategies (global macro views) and has responsibility for implementation of those views in the US. Prior to his current role, Jim served as a vice president at PPM America’s Distressed Debt and Workout group. |
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