Jim Babcock CFA, CPA, MBA
James (“Jim”) D. Babcock, CFA, CPA, MBA
• Ridgefield, CT 06877
• T: (203)438-5649 (Office)
• C: (203)994-7244 (Cell)
• E: BFAdvisors@jamesbabcock.net
• E: Babcock10@comcast.net
• W: Jamesbabcock.net

GLOBAL MULTI-ASSET PORTFOLIO MANAGER WITH LIQUID ALTERNATIVES EXPERTISE

GLOBAL HIGH YIELD/BANK LOANS, DISTRESSED/SPECIAL SITUATIONS/WORK-OUTS, CREDIT DERIVATIVES, CLO, CORP. BOND, EMERGING MARKET BONDS

PRIVATE-LENDING, EQUITIES, ASSET ALLOCATION, STRATEGY, STRUCTURE, PM, RESEARCH, TRADING

  • Expert at generating performance in various asset classes and market conditions, with low volatility.
  • Highly skilled at outperforming through network of collaborators using motivation and team-work.
  • Passion for investing, outperforming markets and working with people. Self-knowledge, empathetic, curious, collaborative, trustworthy, competitive and resilient.

Jim is a highly accomplished financial asset manager and advisor with over 20 years investments experience. Jim currently serves as a Managing Director and Portfolio Manager for a Multi-Asset; Absolute Return; Liquid Alternative fund for Manulife Asset Management in Toronto.

His earlier experience includes over a decade as Global Head of High Yield and Bank Loans; Portfolio Manager; and Credit Analyst at APG Asset Management (Second largest global pension manager for 7 European funds and €402Bn in total AUM).

He also has extensive experience managing Global bond investments (including private placement new issues and work-outs) at: Abbey National Treasury in London, Putnam Investments in Boston and Travelers Insurance Co. in Hartford.  At Travelers, he specialized in Work-outs and Banking Restructuring for numerous companies including serving as Chairperson for Creditor Committee in a Chapt. 11 Bankruptcy.

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Visit his classical music site here:
ClassicalMusicandOperaforNonDummies.com