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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
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 investing and managing loan, credit and CLO portfol
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
ts 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 ■ Ongoing review of
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
ts 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 ■ Ongoing review of
Entities connected to both Financial/ Legal and Donald Young