Eric Lovelace, Cfa Email & Phone Number

Kansas City, Mo, Us

Chief Investment Officer and Portfolio Manager for a $1 billion diversified fixed income portfolio. Investment security types managed include investment and non-investment grade corporate bonds, collateralized loan obligations (CLOs), agency and non-agency RMBS, CMBS, taxable municipal bonds, various ABS securities, convertible bonds, preferred and common stocks and various alternative and limited partnership investments. The bulk of the investments are for the firm’s fixed annuity business. Portfolio Manager for a $100 million fixed income arbitrage book utilizing leverage from the Federal Home Loan Bank. Objective is to match durations of borrowings and investments to generate an acceptable risk-adjusted spread and return.

New York, Ny, Us

Member of the investment team that managed over $1 billion in dedicated convertible securities. Assets managed and sub-advised include the Harbor Convertible Securities Fund (HACSX), Alma US Convertible Fund –UCITS IV (ALMUSCI LX), Vantagepoint Diversifying Strategies Fund (VPDAX), Ventus Convertible Arbitrage Fund, as well as separately managed accounts. Assisted in all aspects of the portfolio management process, including the construction of well-balanced portfolios which meet the stated investment objectives.Generated convertible investment ideas using fundamental equity and credit research, and analytical convertible modeling techniques. The primary person responsible for trading of all securities transactions executed by the convertible strategy.Voting member of the credit committee which approved credits that may be purchased as investments for all product areas, including high yield and bank loan strategies.

New York, New York, Us

Managed a sales and trading department of seven professionals. Responsible for identifying, hiring, training and supervising sales and trading personnel. Managed a $50 million customer facilitation trading book, as well as a small proprietary convertible arbitrage book. Actively monitor the department’s portfolio risk exposure via daily review of market, credit, liquidity, operational, legal and regulatory risks.Provided secondary market making in convertible bonds, preferred and structured products to the desk customer base.

Us

Managed a convertible arbitrage portfolio in excess of $500 million long value, which included convertible bonds, preferred and mandatory securities, as well as equity warrants and options, credit default swaps (CDS), and interest rate swaps. Employed leverage of between two and five times the investment capital.Capital structure arbitrage was employed from time to time as both a primary trading and hedging strategy.Co-manager with the larger U.S. convertible securities book which was in excess of $1 billion.Expert with various hedging products, including asset swaps, credit default swaps (CDS), interest rate swaps.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Accounting