Roger Kramer, Cfa, Caia Email & Phone Number

Marietta, GA, US

New York, New York, US

Charlotte, North Carolina, US

• Responsible for the $110 Billion Brighthouse Financial General Account. Establishing strategic objectives and defining risk parameters while optimizing portfolio returns given capital, risk, liquidity and ALM.
• Managed a team of 6 with primary responsibility to oversee the General Account’s $52 Billion Corporate Credit and $3.5 Billion Alternatives portfolios
• Voting Member of internal Investment Committee responsible for approving commitments across Funds, Structures and Equity Co-investments
• Led strategic asset allocation (SAA) process and oversaw quarterly tactical asset allocation decisions
• Drove the investment of $100 Million of equity into a new reinsurance company
• Frequent presenter to the Brighthouse Financial Board

Charlotte, North Carolina, US

• “Primary Portfolio Manager” for the $65 Billion GA Core Portfolio involving daily interaction with 3 Core Asset Managers at BlackRock, GSAM and JP Morgan Asset Management
• “Secondary Portfolio Manager” for the $13 Billion GA Commercial Real Estate Debt Portfolio and $3.5 Billion Alternatives Portfolio providing support for Primary Portfolio Managers and interacting with outsourced.
• Led the development of the Alternatives Portfolio Optimization and executed changes to the portfolio
• Researched, selected, and onboarded managers for two new asset classes in Middle Market Direct Lending and High Yield Infrastructure Credit

Charlotte, North Carolina, US

• Key contributor to the development of an outsourced multi-manager investment platform for the Brighthouse Financial General Account.
• Performed Cost/Benefit analysis to determine which asset classes should be managed internally or continue to be outsourced.
• Helped determine “best in class/cost” operating model regarding both staffing and structure for the General Account asset management platform by interviewing peer companies to understand different models, and.
• Ran manager selection processes for all General Account asset classes to include building Request for Proposals, interviewing managers (145 managers/teams in total), evaluating/scoring RFPs, and selecting best in class.
• Core (Treasuries, Agencies, Municipal Bonds, Investment Grade Corporate Bonds and Structured Finance)
• Core Plus (High Yield, Emerging Markets, and Syndicated Bank Loans)

New York, NY, US

Responsible for the development of a new Strategic and Tactical asset allocation process/model with a focus on the inclusion of new asset classes for the $80 Billion Voya Financial General Account. Restarted and expanded Alternative Investment Program to include Hedge Funds, Private Equity, Private Credit and Real Estate Equity. Responsible for manager.

Radnor, PA, US

Develop and implement Strategic and Tactical asset allocation framework for Lincoln’s $85 Billion General Account utilizing a Liability Driven Investment Strategy. Responsible for new asset class exploration and potential integration into asset allocation. Managed the quantitative analysis and asset modeling processes used by Asset Liability Management.

Managed the day-to-day investment of $80 Billion largely fixed income portfolio separated in over 70+ Lincoln Financial Insurance portfolios. Developed investment strategies to maximize portfolio yield while continuously monitoring both current and potential risks. Recommended changes in portfolio asset allocation and risk profile as market conditions.

Raleigh, NC, US

• Manage $2 Billion of Commercial Paper Programs for Holding Company and two subsidiaries involving eight broker dealers
• Manage over $1.2 Billion of Short Term Investments
• Managed the multi-billion dollar interest rate hedging program
• Participated in/Led three debt offerings totaling $1.25 Billion
• Helped to successfully renegotiate $1.13 Billion five-year Holding Company Credit Facility
• Created presentations for Credit Rating Agencies and Senior Management

Zurich, CH

• Rotated through Equity Derivatives, Debt Capital Markets, Credit Default Swap and High Yield desks
• Analyzed Convertible and High Yield issues to identify capital structure trade opportunities

San Francisco, California, US

• Corporate Relationship Manager, Assistant Vice President
• Identified clients’ financial needs and introduced solutions that included Credit, Interest Rate Swaps, Treasury Services, Employee Benefit Programs, Foreign Exchange and Capital Markets Products
• Advised clients as to appropriate capital formations and structuresCorporate Credit Analyst, Bank Officer
• Underwrote debt for technology, manufacturing, real estate, and other operating entities
• Conducted balance sheet and income statement analyses, forecast cash flows, valued collateral positions and monitored covenant compliance of borrowers
• Researched and analyzed current market, industry, and economic conditions

Masters, Finance

Bachelor Of Science, Business Administration