Portfolio Management

SSI Investment Management

Portfolio Manager of the Hedged Convertible strategies, and oversees SSI‘s qualitative and quantitative research process
36 years of experience in quantitative equity research and portfolio management
Prior to joining SSI, George was Director of Quantitative Equity Investments at CS First Boston Asset Management
Named to Institutional Investor's "All American Research Team" four times
MBA, Finance; MS, Statistics; BS, Mathematics, University of Wisconsin

Oversees the daily management of investment portfolios and fundamental analysis on the convertible universe
19 years of industry experience
Prior to joining SSI, Ravi was with Jefferies & Co. in the research area
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BA, Mathematics and Economics, Punjab University

Oversees the daily management of investment portfolios and fundamental analysis on the convertible universe
25 years of industry experience, 10 years of which were working with the Outright Convertible Team
Prior to re-joining the team at SSI, Mike was a Senior Investment Manager at Wells Fargo managing portfolios for institutional and high net worth clients. Prior to his experience with the Outright Team, Mike was a Research Analyst with Pacific Strategic Fund Group, Inc. specializing in fundamental analysis and risk arbitrage
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BA, University of California, Los Angeles

Responsible for SSI’s qualitative and fundamental research process in the equity universe
22 years of industry experience
Prior to joining SSI, Ken was an Investment Advisor with First Securities Corporation
MS, Finance; BS, Economics, University of Wisconsin

Responsible for analyzing convertible arbitrage opportunities and trading
17 years of industry experience
Prior to joining SSI, Alex was a Junior Partner at Southern Trading Partners in Atlanta, GA
BA, Economics, Vanderbilt University

Portfolio Manager of the Hedged Convertible Opportunity Strategy
Responsible for analyzing specialized credit situations and convertible arbitrage opportunities
Responsible for monitoring convertible securities and maintaining pricing and position reports
12 years of industry experience
BS, Finance, summa cum laude, California State University, Northridge; CFA Level II Candidate

Responsible for SSI’s qualitative and fundamental research process in the equity universe
18 years of industry experience, eight of which were dedicated to working with SSI’s Outright Convertible Team focusing on research in the Technology, Financial, Basic Material and REIT sectors
Prior experience includes three years as an Analyst and Assistant Manager at Telekurs Financial
MBA, Finance and Student Investment Fund Fellow, Anderson Graduate School of Management, University of California, Los Angeles; BS, Finance, Lehigh University

Responsible for SSI’s qualitative and fundamental research process in the equity universe
22 years of industry experience
Prior to joining SSI, Tim was an Investment Assistant at Columbia Savings & Loan/Resolution Trust Company
BS, Finance, California State University, Los Angeles

Responsible for the daily management of investment portfolios and fundamental analysis on the convertible universe
16 years of industry experience
Prior to joining SSI, Florian was an Associate in the Leveraged Finance Group at Lehman Brothers London and a member of the Chicago Mercantile Exchange options trading team at Refco Financial, Inc.
MBA, Finance and Student Investment Fund Fellow, Anderson Graduate School of Management, University of California, Los Angeles; BA, Economics, Northwestern University, Chicago

Responsible for the Institutional Convertible Trading Desk as well as having oversight of the trading resources
23 years of industry experience
Lily was named Head Trader in 2004
BA, University of California, Los Angeles

Responsible for the Institutional Equity and Futures Trading Desk
29 years of industry experience
Prior to joining SSI, David worked with Fidelity Investments
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BS, Accounting, California State University, Los Angeles

Responsible for evaluating the characteristics of the convertible universe and assisting with specific research projects
9 years of industry experience
BA, Pomona College

Responsible for evaluating the characteristics of the convertible universe and assisting with specific research projects
6 years of industry experience
Michael recently passed the Level II CFA exam
BS, Finance, University of Miami

*Consultant