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and relative value analysis ■ Consultation with trading team to understand technical factors Portfolio Manager ■ Daily meetings with analysts ■ Financial/ Legal review and discussion ■ Dynamic process to reassess investments and review new opportunities ■ Selects best investment ideas and identifies best
ios, valuation and risk management Highlights Successfully closed 12 U.S. CLOs with a total transaction value of approximately $7.0 billion Led by Brett Klein, Head of U.S. Corporate Credit, and Donald Young, Senior Portfolio Manager, Institutional Credit Strategies, with significant and broad expertise in
and relative value analysis ■ Consultation with trading team to understand technical factors Portfolio Manaaer ■ Daily meetings with analysts ■ Financial/ Legal review and discussion ■ Dynamic process to reassess investments and review now opportunities ■ Selects best investment ideas and identifies best
ms stress tests to assess performance under various economic outcomes JCS Investment Committee Investment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ On
and relative value analysis ■ Consultation with trading team to understand technical factors Portfolio Manaaer ■ Daily meetings with analysts ■ Financial/ Legal review and discussion ■ Dynamic process to reassess investments and review now opportunities ■ Selects best investment ideas and identifies best
ms stress tests to assess performance under various economic outcomes JCS Investment Committee Investment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ On
Entities connected to both Financial/ Legal and Brett Klein