Tim Schwarz Email and Phone Number
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Seasoned portfolio manager and strategy leader with a track record of strong investment performance across global markets including management of long-only, long-short, distressed, and private credit strategies. Demonstrated ability to design and articulate coherent investment philosophy while implementing a disciplined process and creating value for clients.
J.P. Morgan Private Bank
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- jpmorgan.com
- Employees:
- 75129
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J.P. Morgan Private BankNew York, Ny, Us
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Executive DirectorJ.P. Morgan Private Bank 2024 - PresentAs an Investor with The Global Families Group, I serve as a client portfolio manager and leader of a team of investor specialists focused on delivering exceptional investment advise to institutional private clients in the U.K., Australia, Canada and the Caribbean. The Global Families Group represents a center of excellence for multi-jurisdictional client relationships enabling access to world-class investment insights and capabilities.J.P. Morgan Private Bank offers products and services through JPMorgan Chase Bank, N.A., or any of its affiliates (together, J.P. Morgan), part of JPMorgan Chase & Co (JPM).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for Latin America residents and should not be considered a recommendation or endorsement by J.P. Morgan for any product, service or strategy. J.P. Morgan does not provide tax or legal advice, and will not accept orders via messaging systems. J.P. Morgan is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Please read the Private Bank Legal Disclaimer (https://privatebank.jpmorgan.com/nam/en/disclosures/legal-disclaimer) and the Private Bank Social Media Disclosures (https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information). -
Portfolio Manager, North American Management CommitteeNinety One 2015 - 2023London, GbManaged multi-sector credit portfolios invested across global fixed-income markets, including corporate bonds, loans, structured credit, credit derivatives, and other credit instruments issued in U.S., Europe, and emerging markets. Led robust research process adhering to core investment philosophy and objectives. • Co-Founded Developed Market Credit capability in 2015 as first U.S-based investment professional for Ninety One (fka Investec Asset Management); built total return investment strategy over 7+ year track record of overseeing actively managed portfolios.• Drove business development as primary U.S.-based client-facing portfolio manager leading external manager research meetings with consultants and clients. Represented credit capability excellence at industry conferences and as media facing subject matter expert.• Raised $2.5BN of strategy assets from institutional investors driven by best-in-class institutional investment proposition.• Demonstrated command of rationale behind investment strategies via clearly articulated portfolio strategy and performance reporting to clients, senior management, sales team, and other stakeholders. -
Partner, Director Of ResearchChimney Rock Investments 2014 - 2015Operated fundamental credit-oriented hedge fund strategy investing across capital structure. Generated investment ideas in public credit and equity markets satisfying risk and return objectives of fund. Worked with lead portfolio manager and junior research analysts on asset allocation, risk management and deep fundamental investment analysis. Participated in all aspects of business development activities including client and manager selection presentations.
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Senior Analyst, Investment CommitteeTrilogy Capital Management 2007 - 2014Served as lead analyst at distressed credit-oriented hedge fund on origination and underwriting of investments in real estate, gaming, lodging, leisure, energy, shipping, building products, specialty finance, business services, retail, restaurant, food, and agriculture industries. • Generated investment opportunities via conventional and unconventional sourcing as well as underwrote granular bottom-up asset value and cash flow generation capability for long and short investments.• Led fundamental research process for special situations investments in businesses with complex or distressed balance sheets in investment grade and high yield credit markets.• Achieved successful investment outcomes in distressed investments supported by active memberships on steering and ad hoc creditor’s committees for Chapter 11 and out-of-court corporate restructurings.• Participated in all components of business development including global road show presentations, consultant relations and client servicing
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Managing DirectorForman Capital 2005 - 2007Boynton Beach, Florida, UsI served as senior investment team member of direct lending joint venture with Perry Capital specializing in real estate backed senior and mezzanine debt in office, retail, hospitality, and multi-family. Drove deal execution in coordination with capital partners on underwriting and asset managementAdditional Experience:Vice President, Equities, JP Morgan Securities, New York, NYPrincipal, Financial Sponsors/Private Client Services, Robertson Stephens & CO., New York, NY/San Francisco, CA
Tim Schwarz Skills
Tim Schwarz Education Details
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Duke UniversityBachelor'S Degree -
Duke University - The Fuqua School Of BusinessMaster Of Business Administration - Mba
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The Lawrenceville School
Frequently Asked Questions about Tim Schwarz
What company does Tim Schwarz work for?
Tim Schwarz works for J.p. Morgan Private Bank
What is Tim Schwarz's role at the current company?
Tim Schwarz's current role is Portfolio Management | Business Development | Strategy.
What is Tim Schwarz's email address?
Tim Schwarz's email address is ti****@****ail.com
What schools did Tim Schwarz attend?
Tim Schwarz attended Duke University, Duke University - The Fuqua School Of Business, The Lawrenceville School.
What skills is Tim Schwarz known for?
Tim Schwarz has skills like Private Equity, Equities, Hedge Funds, Financial Modeling, Equity Research, High Yield, Management, Portfolio Management, Fixed Income, Valuation, Capital Markets, Trading.
Who are Tim Schwarz's colleagues?
Tim Schwarz's colleagues are أبوزياد ماجد, Cynthia Ohanian, Jessica Carlson, Prasanna Kumar, Robert Dimieri, Cherry Anne Valdez, Sashikant Rao.
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