James Bragg Cfa Email & Phone Number

Jackson, Wyoming, US

Jackson, Wyoming, US

Where investors come first.Flat Rock Global is an alternative credit manager investing in areas of the credit markets we believe are less efficient with the dual objective of preservation of capital and generation of current income. Flat Rock funds are available exclusively to RIAs, Family Offices, and Institutional Investors.

Worldwide, OO

I was a key contributor to the creation and launch of a new middle market loan strategy for the US Private Credit Solutions team. I utilized a working partnership with a regional bank credit team to source middle market loans directly on a secondary basis while underwriting the loans.➤ Lead Underwriter (30+ credits) for a $250M middle market separate.

I was a Director and Senior analyst at Aladdin Capital, and an integral member of the loan funds team which was acquired by Sound Harbor Partners in Jan 2013. I monitored and reviewed 50 credits comprised of high yield bonds, leveraged first and second lien loans across eleven CLO funds and five separate managed accounts representing $4.5B of AUM for.

I was a first 10 hire who successfully grew the company from inception to 8 CLO funds. I also oversaw the successful development of credit analysts and managed 85 bank loans representing $400m of assets within ~$2.5b of assets under management.As an active member of the team conducting the underwriting process on primary transactions, I interacted often.

I managed 20 loans and underwrote 20 primary transactions before being promoted to Senior Associate.

Atlanta, GA, US

B.A., History

Mba, Finance, Accounting

High School