Dan Hertz
Senior Credit Analyst at Sona Asset Management- Claim this Profile
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Bio
Experience
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Sona Asset Management
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United Kingdom
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Investment Management
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1 - 100 Employee
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Senior Credit Analyst
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Jan 2021 - Present
Sona Asset Management is an institutional alternative asset management firm that specialises in investing across the credit spectrum with a primary focus on European markets. Sona seeks to generate positive, uncorrelated returns in all markets and puts emphasis on capital preservation and outperformance at times of stress. The firm was established in 2016 by CIO, John Aylward, and manages capital on behalf of public and corporate pensions, endowments, foundations, insurance companies and family offices. Show less
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Weiss Multi-Strategy Advisers
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United States
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Investment Management
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1 - 100 Employee
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Senior Credit Analyst
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Nov 2015 - Jan 2021
Investments: High yield bonds, investment grade bonds, leveraged loans and equities Focus primarily on the Telecommunications, Media & Technology sectors Investments: High yield bonds, investment grade bonds, leveraged loans and equities Focus primarily on the Telecommunications, Media & Technology sectors
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Guggenheim Life and Annuity Company
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United States
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Insurance
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1 - 100 Employee
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Vice President - Investments
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Jan 2015 - Nov 2015
Investments: high yield and investment grade debt, structured credit, fund investments and equity Investments: high yield and investment grade debt, structured credit, fund investments and equity
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Credit Analyst
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May 2011 - Jan 2015
Investments: High yield bonds, leveraged loans and equities Primary coverage includes the Automotive, Healthcare and Telecommunications, Media & Technology sectors Investments: High yield bonds, leveraged loans and equities Primary coverage includes the Automotive, Healthcare and Telecommunications, Media & Technology sectors
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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High Yield Research Analyst
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Jan 2010 - May 2011
Technology, Automotive Suppliers and Services sectors Assisted the senior analyst in covering approximately 50 high yield buy-side accounts through published research and collaboration with the high yield trading desk Technology, Automotive Suppliers and Services sectors Assisted the senior analyst in covering approximately 50 high yield buy-side accounts through published research and collaboration with the high yield trading desk
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BMO Capital Markets
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Canada
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Investment Banking
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700 & Above Employee
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Associate - Leveraged Finance
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Jul 2006 - Jan 2010
Assisted in origination, structuring and execution of public and private placements of first and second lien debt, high yield debt, mezzanine debt and equity for domestic and international companies Assisted in origination, structuring and execution of public and private placements of first and second lien debt, high yield debt, mezzanine debt and equity for domestic and international companies
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Education
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University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, General