Matt Willey
Director of Research - Equity at PPM America, Inc.
Profile
Mr. Matthew M.
Willey is a Senior Managing Director, Portfolio Manager & Head of Quantitative Research at PPM America, Inc. Mr. Willey is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including low duration, core fixed income, investment grade credit and credit which are managed on behalf of investors globally.
In his role as head of quantitative research, he is responsible for portfolio risk, infrastructure maintenance and portfolio strategy.
Prior to joining PPM in 2003, Mr. Willey was an audit manager at Ernst & Young LLP where he focused primarily on the financial services industry.
His client base was largely composed of hedge funds, banks and insurance companies.
He earned a master’s degree in financial mathematics from the University of Chicago and a bachelor’s degree in accounting from Ohio University.
Mr. Willey is a CFA charterholder and a Certified Public Accountant (CPA).
Matt Willey active positions
Companies | Position | Start |
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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. | Director of Research - Equity | 01/01/2003 |
Former positions of Matt Willey
Companies | Position | End |
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Matt Willey
The Ohio University | Undergraduate Degree |
The University of Chicago | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
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