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Jnl/ppm America Total Return Fund Class A (0P0000HRYT)
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12.330
+0.040
+0.33%
- Morningstar Rating:
- Total Assets: 581.61M
JNL/PPM America Total Return Fund Class A
12.330
+0.040
+0.33%
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0P0000HRYT Overview
On this page you'll find an in-depth profile of Jnl/ppm America Total Return Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000HRYT among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joshua Settle | Senior Managing Director | 2021 | Now |
| Biography | Josh Settle is a senior managing director and portfolio manager on the fixed income team at PPM. He is responsible for investment and allocation decisions for the firm’s core plus fixed income strategy, which is managed on behalf of investors globally. Prior to his current role, Josh was a senior managing director and head of credit trading, responsible for overseeing a team of credit traders and for trade execution in the utility, retail, consumer goods, leisure, services, healthcare, taxable municipals and CDX/ETF industries. Prior to joining PPM in 2010, he was a Corporate Bond Portfolio Manager in the Fixed Income, Long Duration division of the Northern Trust Global Investments business unit.He joined Northern Trust in 2003, as part of the GOLD Program, Global Opportunities in Leadership Development, an enterprise-wide leadership development program designed to prepare young professionals. The Program focuses on Northern Trust’s product and service offerings, client focus and commitment to quality. Josh earned a bachelor’s degree in finance and economics from the University of Iowa. He is a CFA charterholder and a member of the Investment Analyst Society of Chicago. | ||
| Michael T. Kennedy | Portfolio Manager | 2009 | Now |
| Biography | Mike Kennedy is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income, credit, long short credit, and strategic income which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2006, Mike was a senior vice president and portfolio manager for Columbia Management Group (formerly Stein Roe & Farnham) where he managed fixed income mutual funds and institutional client portfolios. Previously, he worked as the assistant director of portfolio management for Homewood Federal Savings & Loan. Mike earned an MM from Northwestern University and a BS in business administration from Marquette University. He is also a CFA® charterholder. | ||
| Sau Mui | Portfolio Manager | 2020 | 2021 |
| Biography | Based in Chicago, Sau is a portfolio manager on global, short duration, and US high yield strategies. Prior to joining Aviva Investors, Sau was a portfolio manager for PPM America in Chicago where she managed the firm’s core plus and credit-plus strategies on behalf of investors globally. Before assuming that role in 2019, Sau was a senior credit research analyst with the same firm, responsible for researching global investment grade and high yield Corporates in the financials sector. Her prior experience includes positions as a credit research analyst with Harris Associates and as a high yield research associate with Putnam Investments. Sau holds a Bachelor’s degree from Cornell University with a major in Hotel Administration and a minor in Real Estate, and a Master of Business Administration degree, with Honors, from the University of Chicago Booth School of Business with concentrations in Accounting, Economics and Behavioral Science. She is also a CFA® charterholder and a member of the CFA Society of Chicago. | ||
| Erica Lankfer | - | 2018 | 2019 |
| Biography | Erica Lankfer is a vice president and portfolio manager on the total return fixed income team at PPM America, Inc. (PPM). She is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2011, Erika was an associate in the Financial Services Group for PricewaterhouseCoopers LLC where she was responsible for audit procedures and valuation services. Erica earned an MBA in finance and economics from the University of Chicago and a BS in finance and accounting from Miami University (Ohio). She is also a Certified Public Accountant (CPA). | ||
| Mark Redfearn | - | 2018 | 2019 |
| Biography | Mark Redfearn is a senior managing director and portfolio manager on the fixed income team at PPM America, Inc. (PPM). Prior to joining PPM in 2002, Mark was a corporate bond portfolio manager for Van Kampen Funds. Previously, he worked for Van Kampen Funds’ risk management group. Mark earned a master’s degree in public affairs from Indiana University and a bachelor’s degree in economics and political science from Miami University (Ohio). He is a CFA® charterholder. | ||
| Matthew Willey | Member | 2018 | 2019 |
| Biography | Matt Willey is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Matt was an audit manager at Ernst & Young LLP where he focused primarily on the financial services industry. His client base was composed largely of hedge funds, banks and insurance companies. Matt earned a master’s in financial mathematics from the University of Chicago and a BA in accounting from Ohio University. He is also a CFA® charterholder and a Certified Public Accountant (CPA). | ||
| Anthony Balestrieri | Vice President | 2015 | 2019 |
| Biography | Tony Balestrieri is an executive vice president and chief investment officer for total return accounts at PPM. He is responsible for overseeing and leading several portfolio management, research and trading teams, including the total return fixed income, public equity, high yield, bank loan, fixed income research, and public fixed income trading teams in addition to overseeing the business development team. These groups manage a wide spectrum of total return fixed income and equity strategies on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Tony was the head of institutional fixed income at Merrill Lynch Investment Managers where he was responsible for overseeing $16 billion in fixed income assets. Previously, he spent over five years as a senior vice president in charge of the Short-Term Strategies Group for Mitchell Hutchins Asset Management. Tony earned bachelor degrees in economics/business and government/law from Lafayette College. | ||
| Matthew Willey | Member | 2008 | 2015 |
| Biography | Matt Willey is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including core plus fixed income and credit which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Matt was an audit manager at Ernst & Young LLP where he focused primarily on the financial services industry. His client base was composed largely of hedge funds, banks and insurance companies. Matt earned a master’s in financial mathematics from the University of Chicago and a BA in accounting from Ohio University. He is also a CFA® charterholder and a Certified Public Accountant (CPA). | ||
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