Profil
Mr. Rick Richert, CFA MBA, is a CLO Portfolio Manager at Polen Capital Credit LLC.
He has over 30 years of industry experience.
Prior to joining Polen Capital in 2023, Mr. Richert worked as the Head of the U.S.
Par Loan & CLO Platform at Sound Point Capital.
At Sound Point Capital, he focused on managing the senior floating rate funds and the CLO business, launching the first CLO in 2012, and building the platform.
He received a B.S.
in Accounting from Southern College and M.B.A. from the University of Michigan.
Postes actifs de Rick Richert
| Sociétés | Poste | Début |
|---|---|---|
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena. | Portfolio Manager-Fixed Income | 01/04/2023 |
Anciens postes connus de Rick Richert
| Sociétés | Poste | Fin |
|---|---|---|
Sound Point Capital Management LP
Sound Point Capital Management LP Investment ManagersFinance Sound Point is a credit asset manager with investment strategies that concentrates on performing credit and collateralized loan obligations (CLOs), opportunistic credit, structured credit, specialty finance and marketplace lending, and commercial real estate credit, utilizing a fundamental and research-intensive approach to investing. The firm’s primary investment objective is to preserve capital in all market conditions and to generate attractive rates of return with low volatility. | Portfolio Manager-Fixed Income | 01/07/2022 |
Sanno Point Capital Management LLC
Sanno Point Capital Management LLC Investment ManagersFinance Sanno Point manages a hedge fund of credit-driven opportunities in relative value and event-driven strategies. | Corporate Officer/Principal | 31/12/2005 |
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services | Corporate Officer/Principal | - |
American Capital Asset Management LLC
American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor. | Analyste en capital-investissement | 30/03/2010 |
Formation de Rick Richert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services | Finance |
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena. | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Capital Asset Management LLC
American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor. | Finance |
Sanno Point Capital Management LLC
Sanno Point Capital Management LLC Investment ManagersFinance Sanno Point manages a hedge fund of credit-driven opportunities in relative value and event-driven strategies. | Finance |
Sound Point Capital Management LP
Sound Point Capital Management LP Investment ManagersFinance Sound Point is a credit asset manager with investment strategies that concentrates on performing credit and collateralized loan obligations (CLOs), opportunistic credit, structured credit, specialty finance and marketplace lending, and commercial real estate credit, utilizing a fundamental and research-intensive approach to investing. The firm’s primary investment objective is to preserve capital in all market conditions and to generate attractive rates of return with low volatility. | Finance |
Southern University College
Southern University College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















