Profil
Mr. Stephen C.
L'Heureux, CFA, is a Portfolio Manager & Global Commercial Real Estate & CMBS Strategist at Loomis, Sayles & Co. LP.
He has over 40 years of investment industry experience
Mr. L'Heureux joined the firm in 2008 from Cambridge Place Investment Management, where he was the Senior Credit Analyst for US commercial real estate, CMBS and ABS, responsible for approving high-capacity acquisitions of floating rate CMBS, business loans and aircraft ABS, developing loan-level asset and structured liability models, sourcing and underwriting acquisitions, direct equity investment for global real estate assets, and building a credit score model of default rates for sub prime residential borrowers.
He spent eight years at AEW Capital Management in various capacities, including Portfolio Manager specializing in structured debt and responsible for trading and management of CMBS, produced transaction oversight, developing proprietary analytics for real estate and mortgage underwriting, supervising CMBS performance accounting, structuring high-yield investment vehicles and providing institutional marketing of investment programs.
Previously, Stephen was at Hancock Real Estate advisors supporting direct equity real estate investment programs, and at DRI/FW Dodge building econometric models of the nation’s real estate markets.
He earned a BA from McGill University and an MA from the University of Toronto.
Postes actifs de Stephen C. L'Heureux
| Sociétés | Poste | Début |
|---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Portfolio Manager-Fixed Income | 01/01/2008 |
Anciens postes connus de Stephen C. L'Heureux
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Place Investment Management LLP
Cambridge Place Investment Management LLP Investment ManagersFinance CPIM's investment objective is to deliver superior, long-term returns to their investors. The firm invests across hedge funds, CDOs and a London Stock Exchange-listed firm. They also invest in private equity and debt in the financial services and real estate sectors. They have a particular focus on credit risk. Their investment decisions are backed by in-depth analysis. CPIM also invests in direct real estate investments. They have portfolios of CMBS, RMBS and real estate-related mezzanine debt investments. Their real estate portfolio targets primarily investments in the UK, France, Germany, Italy, The Netherlands, Finland, Czech Republic, Poland and Hungary. | Corporate Officer/Principal | - |
AEW Capital Management LP
AEW Capital Management LP Investment ManagersFinance AEW offers investment advisory services relating to direct and indirect investments in real estate and real estate related securities. For clients seeking direct and indirect investments in real estate in the North America and Asia Pacific regions, the firm offers core, value-add, opportunistic and other customized strategies. For clients seeking to invest in publicly listed securities, they offer global and regional strategies, including diversified, focused, absolute return, income and other customized strategies. | Corporate Officer/Principal | - |
Formation de Stephen C. L'Heureux
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
AEW Capital Management LP
AEW Capital Management LP Investment ManagersFinance AEW offers investment advisory services relating to direct and indirect investments in real estate and real estate related securities. For clients seeking direct and indirect investments in real estate in the North America and Asia Pacific regions, the firm offers core, value-add, opportunistic and other customized strategies. For clients seeking to invest in publicly listed securities, they offer global and regional strategies, including diversified, focused, absolute return, income and other customized strategies. | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Place Investment Management LLP
Cambridge Place Investment Management LLP Investment ManagersFinance CPIM's investment objective is to deliver superior, long-term returns to their investors. The firm invests across hedge funds, CDOs and a London Stock Exchange-listed firm. They also invest in private equity and debt in the financial services and real estate sectors. They have a particular focus on credit risk. Their investment decisions are backed by in-depth analysis. CPIM also invests in direct real estate investments. They have portfolios of CMBS, RMBS and real estate-related mezzanine debt investments. Their real estate portfolio targets primarily investments in the UK, France, Germany, Italy, The Netherlands, Finland, Czech Republic, Poland and Hungary. | Finance |
















