David Wells

David wells

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location of David WellsNew York, New York, United States
Phone number of David Wells+91 xxxx xxxxx
Followers of David Wells375 followers
  • Timeline

    Sept 1989 - Dec 1992

    Vice President

    Fitch Ratings
    Dec 1992 - Aug 1997

    Managing Director

    Bear Stearns
    Aug 1997 - May 1999

    Director

    SG Cowen
    May 1999 - Sept 2002

    Senior Vice President

    Lehman Brothers
    Oct 2002 - Mar 2015

    Managing Director and Senior Portfolio Manager

    Barings LLC
    Current Company
    Apr 2015 - now

    Managing Director and Chief Investment Officer

    Apex Credit Partners LLC
  • About me

    Managing Director and Chief Investment Officer

  • Education

    • New york university

      -
      Bs economics
    • Columbia business school

      -
      Mba finance
    • The cooper union for the advancement of science and art

      -
      Studies in architecture
  • Experience

    • Fitch ratings

      Sept 1989 - Dec 1992
      Vice president

      Group head responsible for insurance company ratings. Developed rating criteria and research products, marketed services, and published rating actions. Established ratings practice as part of firm buyout and new management team.

    • Bear stearns

      Dec 1992 - Aug 1997
      Managing director

      Senior fixed income research analyst for high yield investments. Voted to Institutional Investor magazine’s All-American Fixed-Income Research Team.

    • Sg cowen

      Aug 1997 - May 1999
      Director

      Head of media and telecommunications high yield research in leveraged finance group of global bank Societe Generale.

    • Lehman brothers

      May 1999 - Sept 2002
      Senior vice president

      Senior fixed income research analyst for high yield investments. Voted to Institutional Investor magazine’s All-American Fixed-Income Research Team.

    • Barings llc

      Oct 2002 - Mar 2015
      Managing director and senior portfolio manager

      Senior portfolio manager overseeing $3.3 billion in leveraged loan assets in structured vehicles (CLOs), warehouse financing vehicles, and total return funds. Portfolio asset selection, trade execution, fund compliance, cash management, and investor relations. Consistently outperformed market benchmarks in fund management. Oversight of underwriting, structuring, syndication, and third-party financing for leading loan origination platform.

    • Apex credit partners llc

      Apr 2015 - now
      Managing director and chief investment officer

      Chief investment officer and founder of $5 billion CLO management platform. Oversight of portfolio management, credit research, trading, operations, and investor relations. Over ten year track record of CLO management with consistent outperformance of market benchmarks.

  • Licenses & Certifications

    • Cfa