David Frey Email & Phone Number

Built and managed highly respected $16 billion US and European broadly syndicated loan, CLO management and CLO equity and debt investing business. Established the only CLO platform started after the Financial Crisis to achieve top of Tier 1 debt pricing across all tranches.Lead portfolio manager with sole investment discretion of 26 separate accounts, CLOs and comingled fund portfolios totaling $13.5 billion of leveraged loans, bonds and CLO equity and debt securities from over 400 issuers. Active, discerning trader-over $4 billion of trades annually. Approved all European credits as a member of the European CLO Credit Committee.Leader of team’s client relationships and new business development efforts. Structured, negotiated and executed highly complex financings. Served as team’s investment strategist and wrote monthly/quarterly portfolio manager commentaries and topical market insights.Managed separate revenue/P&L responsibility. Recruited and managed highly respected 42 person team (28 US/14 Europe). Developed a comprehensive investment and credit monitoring process and established the BSL/CLO operations, compliance and risk infrastructure. Trained and developed staff and instilled a culture of continuous improvement, accountability and commitment to excellence. Maintained premier access to investment opportunities due to very deep and longstanding relationships with underwriters and trading desks.Respected thought leader in the loan and CLO markets. Long-time member of the Board of Directors of the Loan Syndications and Trading Association (LSTA) and served as Chair and Vice Chair (2009-2016 and 2020-2021) and on the Executive Committee and many other committees. Had leading role in every key issue or decision facing the loan/CLO market since 2008. Met with countless Senators, Representatives and Regulators as head of the Regulatory Committee. Frequent speaker at industry conferences. Student of Wall Street and financial markets for over 40 years.Active serving on a number of boards and committees including Educational Credential Evaluators, Loan Syndications and Trading Association (LSTA) (2009-2016 and 2020-2021), Hearts for Honduras School, HFH Foundation, Malawi Visions, DBBA, and Liberty Corner Presbyterian Church Endowment (2016-2019)