Deputy Chief Investment Officer and Co-Head of Public Fixed Income
Jim Schaeffer, Jr. is deputy chief investment officer responsible for shaping the strategic long-term direction for the investment team. Additionally, Jim serves as co-head of public fixed income and as a portfolio manager for the US and Global High Yield, Bank Loans, Credit Opportunities and Core Plus strategies and provides managerial oversight over the Emerging Markets portfolio management and research teams. He is also responsible for stressed and special situation securities, and all restructuring and bankruptcy situations for the firm. Jim is a member of the firm's Executive Committee. In addition, he is a member of the Aegon Asset Management steering committee that sets global macro and asset allocation strategies (global house views) and has responsibility for implementation of those views in the US. Prior to his current role, Jim served as a vice president at PPM America's Distressed Debt and Workout Group. He also worked in corporate banking and investment banking positions at Wachovia Corporation, Bank of America Securities and Donaldson, Lufkin & Jenrette in Chicago. He has 25 years of industry experience and has been with the firm since 2004. Jim received his BS in finance from Miami (Ohio) University and his MBA from the Wharton School of Business at the University of Pennsylvania. Jim maintains his Series 3 and 30 registrations with the National Futures Association.