Jeremy Sagi

Chief Investment Officer

2014

- Responsible for portfolio construction, management, and strategy for all assets under management - Fundamental and technical analysis of credits - Focus on bottom-up research methodology. Breaking down company financials, covenant analysis, management communication, expert research calls, and various other company specific research methods.

CIO and Lead Portfolio Manager for Limited Term and Intermediate Term Strategies

2002 - 2014

- Managed $4 Billion in short duration high yield bond securities and senior loans - Primarily was responsible for idea generation, trading, relative value analysis, portfolio construction, and monitoring risk level within the Limited Term and Intermediate Term Strategies - Maintained adherence to a variety of compliance restrictions on over 50 separate accounts. - Effective leader managing/collaborating closely with the other members of the investment team to determine high value investments

Senior Associate

1999 - 2002