David Wagner
Portfolio Manager-Fixed Income at PPM America, Inc.
Profile
Mr. David Wagner is a Senior Managing Director & Portfolio Manager at PPM America, Inc. He is responsible for investment and allocation decisions for the firm’s floating rate income strategy and collateralized loan obligations which are managed on behalf of investors globally.
Prior to joining PPM in April 2000, Mr. Wagner was a vice president at First Source Financial, Inc. where he underwrote and analyzed a diverse portfolio of bank loan investments and managed a team of underwriting and portfolio analysts.
Previously, he was a manager at Household Commercial Financial Services, Inc. where he managed bank loan investments, including troubled debt restructurings.
Mr. Wagner earned a master’s degree in management and marketing from Northwestern University and a bachelor’s degree in finance and marketing from the University of Wisconsin.
David Wagner active positions
| Companies | Position | Start |
|---|---|---|
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Portfolio Manager-Fixed Income | 01/04/2000 |
Former positions of David Wagner
| Companies | Position | End |
|---|---|---|
First Source Financial Advisory Services
 First Source Financial Advisory Services Investment ManagersFinance First Source Financial Advisory Services provides investment advice. The private company is based in San Diego, CA. | Corporate Officer/Principal | 01/04/2000 |
GE Capital Equity Investments, Inc.
 GE Capital Equity Investments, Inc. Investment ManagersFinance GE Capital Equity Investments, Inc. operates as a private investment firm. The company was founded in 1995 and is headquartered in Stamford, CT. | Corporate Officer/Principal | 30/04/1991 |
Training of David Wagner
| University of Wisconsin | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
PPM America, Inc.
PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Finance |
GE Capital Equity Investments, Inc.
GE Capital Equity Investments, Inc. Investment ManagersFinance GE Capital Equity Investments, Inc. operates as a private investment firm. The company was founded in 1995 and is headquartered in Stamford, CT. | Finance |
First Source Financial Advisory Services
First Source Financial Advisory Services Investment ManagersFinance First Source Financial Advisory Services provides investment advice. The private company is based in San Diego, CA. | Finance |
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