Jeremy Sagi
Chief Investment Officer at Arena Capital Advisors
Los Angeles, California
Overview
Work Experience
Chief Investment Officer
2014 - Current
- Responsible for portfolio construction, management, and strategy for all assets under management - Fundamental and technical analysis of credits - Focus on bottom-up research methodology. Breaking down company financials, covenant analysis, management communication, expert research calls, and various other company specific research methods.
Arena is an investment management firm specializing in fixed income, focusing primarily on the high yield and leveraged loan markets.
CIO and Lead Portfolio Manager for Limited Term and Intermediate Term Strategies
2002 - 2014
- Managed $4 Billion in short duration high yield bond securities and senior loans - Primarily was responsible for idea generation, trading, relative value analysis, portfolio construction, and monitoring risk level within the Limited Term and Intermediate Term Strategies - Maintained adherence to a variety of compliance restrictions on over 50 separate accounts. - Effective leader managing/collaborating closely with the other members of the investment team to determine high value investments
A leading multi-strategy, value-oriented asset manager specializing in global high yield and senior loans.
Senior Associate
1999 - 2002