Karl H. Spaeth Jr., CFA

Responsible for sourcing, analyzing, negotiating, investing and monitoring private placement debt securities across a broad range of industry groups including Building Products/Materials, Business Services, Capital Goods, Construction Equipment, Energy, Military Housing, and Transportation/Infrastructure. Day-to-day responsibilities include evaluating new investments, developing and executing secondary trading opportunities, managing a $2,050 MM portfolio of +65 unique names with a credit… Show more

Responsible for sourcing, analyzing, negotiating, investing and monitoring private placement debt securities across a broad range of industry groups including Building Products/Materials, Business Services, Capital Goods, Construction Equipment, Energy, Military Housing, and Transportation/Infrastructure. Day-to-day responsibilities include evaluating new investments, developing and executing secondary trading opportunities, managing a $2,050 MM portfolio of +65 unique names with a credit quality of AA to B, and continually interacting with intermediaries and internal constituents to maximize deal flow and ensure optimal capital allocation within the enterprise. Show less

Placed $325 MM in 11 primary and 10 secondary private placement transactions from June 2010 - October 2011 with ratings range of AA- to BBB- in straight corporate debt offerings and structured transactions. Managed a $1,055 MM portfolio of +50 unique names with a credit quality of AA to B. Areas of coverage included BuildingMaterials/Products, Capital Goods, Construction Equipment, Military Housing, Packaging/Plastics, and Transportation/Infrastructure.

Placed $2,580 MM in fixed income investments through 66 transactions of varying credit quality and structure since 2005. Invest in & trade private fixed income securities from both private and publicly owned global corporations. Areas of speclaity include Building Products, Capital Goods, Construction Equipment, Gaming/Indian Gaming, Packaging/Plastics and Retail. Manage $2,953 MM portfolio of +75 names.

Placed $209 MM in 9 corporate private placements of varying credit quality and structure. Managed $745 MM portfilio of 40 names across a wide range of industries including Capital Goods, Communications, Financial, Food & Beverage and Retail companies.

Officer and CH-53E assualt pilot designated to numerous flight leadership / instruction positions including tactical command of 4 aircraft. Piloted over 2,000 hrs in 3 types of Naval Aircraft over 9-yr active duty career. Completed 3 Marine Expiditionary West-Pac Deployments that included flight operations in support of The United Nations in Somalia during 1994-1995 civil war (Operation United Shield) and air interdication missions into Iraq during 1998 - 1999 (Operation Desert Fox). Billets… Show more

Officer and CH-53E assualt pilot designated to numerous flight leadership / instruction positions including tactical command of 4 aircraft. Piloted over 2,000 hrs in 3 types of Naval Aircraft over 9-yr active duty career. Completed 3 Marine Expiditionary West-Pac Deployments that included flight operations in support of The United Nations in Somalia during 1994-1995 civil war (Operation United Shield) and air interdication missions into Iraq during 1998 - 1999 (Operation Desert Fox). Billets included squadron training officer, squadron quality assurance officer and squadron administration officer. Show less