Profil
Mr. John T.
Wlodek is a Head of Research at R Squared BM LLC.
He is responsible for maintaining the firm’s credit research process and supervising the credit research analyst team.
He is also responsible for conducting credit analysis and investment recommendations across various corporate industries and issuers within the leveraged loan, high yield and investment grade markets.
Previously, Mr. Wlodek worked as a senior vice president with Imperial Capital, where he gained significant experience in the research and trading of high yield bonds, bank loans and special situation investments, and the formulation of investment recommendations regarding distressed and bankrupt issuers.
He also has experience as an M&A advisor with Barrington Associates, a banker with the Industrial Bank of Japan, and a Certified Public Accountant (CPA) with Deloitte Haskins & Sells and McGladrey, Hendrickson & Pullen.
He earned a Bachelor of Science in accounting from Indiana University and a Masters of Business Administration from University of California, Los Angeles.
Anciens postes connus de John Thaddeus Wlodek
| Sociétés | Poste | Fin |
|---|---|---|
R Squared BM LLC
R Squared BM LLC Investment ManagersFinance Ducenta offers a variety of investment strategies that utilize fixed income securities and other instruments. Their general investment strategy is constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The security selection process integrates sector and industry strategy with bottom-up index structure analysis to identify and categorize opportunities. | Directeur de Recherche - Fxd Inc | 01/04/2025 |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Bradford & Marzec is a global, fixed-income manager. The firm employs a traditional, top-down, conservative sector rotation style with a bottom-up component to capture market inefficiencies. They seek to add value by shifting between bond market sectors to capture undervalued opportunities and to avoid overvalued sectors. Bradford & Marzec manages core, core plus and high-yield fixed income portfolios utilizing a long-only investment style and limited use of derivatives. The firm has particular expertise in credit analysis. They focus on fixed-income securities ranging from higher-grade, high yield securities to investment grade securities. The firm's security selection process relies on technical and quantitative analysis to diversify portfolios across high yield securities and non-dollar investments according to each client's guidelines. High yield investments are made in securities rated B or better. Non-dollar investments are made in the sovereign debt or investment grade credit of developed countries. Currency strategies are also actively managed for hedging purposes and to add value when appropriate. Bradford & Marzec uses scenario modeling to insure against surprises and control risk. | Directeur de Recherche - Fxd Inc | 20/06/2016 |
Imperial Capital LLC
Imperial Capital LLC Investment Banks/BrokersFinance Provides securities and investment banking services | Corporate Officer/Principal | 28/02/2005 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 30/04/1989 |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, tax and consulting services | Corporate Officer/Principal | 30/10/1986 |
Formation de John Thaddeus Wlodek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Imperial Capital LLC
Imperial Capital LLC Investment Banks/BrokersFinance Provides securities and investment banking services | Finance |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Bradford & Marzec is a global, fixed-income manager. The firm employs a traditional, top-down, conservative sector rotation style with a bottom-up component to capture market inefficiencies. They seek to add value by shifting between bond market sectors to capture undervalued opportunities and to avoid overvalued sectors. Bradford & Marzec manages core, core plus and high-yield fixed income portfolios utilizing a long-only investment style and limited use of derivatives. The firm has particular expertise in credit analysis. They focus on fixed-income securities ranging from higher-grade, high yield securities to investment grade securities. The firm's security selection process relies on technical and quantitative analysis to diversify portfolios across high yield securities and non-dollar investments according to each client's guidelines. High yield investments are made in securities rated B or better. Non-dollar investments are made in the sovereign debt or investment grade credit of developed countries. Currency strategies are also actively managed for hedging purposes and to add value when appropriate. Bradford & Marzec uses scenario modeling to insure against surprises and control risk. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, tax and consulting services | Commercial Services |
Barrington Associates
Barrington Associates Investment Banks/BrokersFinance Provides investment banking services | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UCLA Anderson School of Management
UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies’ opportunistic approach emphasizes the utilization of traditional fixed income instruments within the various sectors of the bond market. Their non-municipals strategies are constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The firm’s primary strategy involves overweighting and underweighting sectors consistent with a particular economic business cycle phase. The decision to avoid sectors that may be overvalued or may have poor credit fundamentals is as important as selection and rotation of sectors that may have favorable credit and valuation trends. | Finance |
R Squared BM LLC
R Squared BM LLC Investment ManagersFinance Ducenta offers a variety of investment strategies that utilize fixed income securities and other instruments. Their general investment strategy is constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The security selection process integrates sector and industry strategy with bottom-up index structure analysis to identify and categorize opportunities. | Finance |
















