Profil
Mr. Steven Oh, CFA MBA, is a Global Head of Credit & Fixed Income at PineBridge Investments LLC.
He is on the Board of Directors at Pinebridge Talf Opportunities Fund LLC.
He is Co-Head of Leveraged Finance for the firm.
He is responsible for coordinating and overseeing the firm's global credit and fixed income strategies.
Prior to joining the firm in 2000, Mr. Oh's investment experience included serving as Head of High Yield and Special Situation Investments at Citadel Investments, Head of Leveraged Finance at Koch Capital and Vice President of High Yield and Distressed Debt Trading at BancAmerica Securities.
Other prior positions include Manager of Ernst & Young's Restructuring and Reorganization and Strategy Consulting Groups.
Mr. Oh received a BS in Finance and Management from the Wharton Graduate School of Business at the University of Pennsylvania and an MBA in Finance from the Kellogg School of Northwestern University.
He is a CFA charterholder.
Postes actifs de Steven Oh
| Sociétés | Poste | Début |
|---|---|---|
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Head-Fixed Income Invts | 26/03/2010 |
Pinebridge Talf Opportunities Fund LLC
Pinebridge Talf Opportunities Fund LLC Financial ConglomeratesFinance Functions as an investment fund | Directeur/Membre du Conseil | - |
Anciens postes connus de Steven Oh
| Sociétés | Poste | Fin |
|---|---|---|
AIG Global Investment Corp.
AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio. | Portfolio Manager-Fixed Income | 19/11/2009 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | 31/12/1999 |
Koch Quantitative Trading LP
Koch Quantitative Trading LP Investment ManagersFinance Koch Quantitative Trading conducts proprietary trading activities in the global interest rate, currency, credit, equity and commodity futures markets | Gestionnaire de Portefeuille-Actions | - |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors employs, for the benefit of the funds, proprietary investment strategies based upon fundamental research as well as on quantitative analysis. The firm invests in the global public equity, fixed-income, credit and options markets. | Gestionnaire de Portefeuille-Actions | - |
Formation de Steven Oh
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 | 8 |
|---|---|
AIG Global Investment Corp.
AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors employs, for the benefit of the funds, proprietary investment strategies based upon fundamental research as well as on quantitative analysis. The firm invests in the global public equity, fixed-income, credit and options markets. | Finance |
Koch Quantitative Trading LP
Koch Quantitative Trading LP Investment ManagersFinance Koch Quantitative Trading conducts proprietary trading activities in the global interest rate, currency, credit, equity and commodity futures markets | Finance |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinebridge Talf Opportunities Fund LLC
Pinebridge Talf Opportunities Fund LLC Financial ConglomeratesFinance Functions as an investment fund | Finance |
















