Jeremy Sagi, CFA

Jeremy Sagi, CFA

Chief Investment Officer @ Arena Capital Advisors

About

Arena Capital Advisors (“Arena”) is an independent investment management firm specializing in fixed income, focusing primarily on the corporate bond and leveraged loan markets. We specialize in short duration high yield securities. While Arena is newly registered with the Securities and Exchange Commission, our investment team has experience in investing in this asset class for over 20 years. Our leadership team has an average of 24 years of industry experience and has worked together for several years, navigating through a variety of diverse market conditions. Our committed goal is to provide above average risk-adjusted returns to our investors with the highest standards of integrity and in-depth fundamental analysis. Jeremy Sagi is a Founding Partner and Chief Investment Officer of Arena Capital Advisors. Jeremy has over fifteen years of industry experience and was most recently at Post Advisory Group where he was the Chief Investment Officer and Lead Portfolio Manager for the Limited Term and Intermediate Term products. Jeremy joined Post in 2002 when assets under management were approximately $1.5 billion and helped grow the firm to approximately $13 billion in assets under management. During Jeremy’s tenure at Post he built a solid short duration strategy, growing assets under management to over $4 billion in under five years. He is a CFA charterholder and is an inactive CPA. He received a Bachelor’s degree in Business and Economics and a Minor in Accounting from the University of California, Los Angeles, where he graduated Magna Cum Laude with honors. Jeremy is an experienced leader, collaborator, and problem solver and is known for his dedication to providing positive returns with low volatility.

Country

United States

City

Los Angeles

Industry

Financial Services

Skill

Capital Markets, Portfolio Management, Investments, Trading, Alternative Investments, Securities, Fixed Income, Investment Management, Asset Management, Hedge Funds

Experience

Arena Capital Advisors

Chief Investment Officer

Arena Capital Advisors

LinkedIn
2014-3 - Present · 12 yrs 7 mos

Greater Los Angeles Area

- Responsible for portfolio construction, management, and strategy for all assets under management - Fundamental and technical analysis of credits - Focus on bottom-up research methodology. Breaking down company financials, covenant analysis, management communication, expert research calls, and various other company specific research methods.

Post Advisory Group

CIO and Lead Portfolio Manager for Limited Term and Intermediate Term Strategies

Post Advisory Group

LinkedIn
2002-8 - 2014-3 · 11 yrs 8 mos

Greater Los Angeles Area

- Managed $4 Billion in short duration high yield bond securities and senior loans - Primarily was responsible for idea generation, trading, relative value analysis, portfolio construction, and monitoring risk level within the Limited Term and Intermediate Term Strategies - Maintained adherence to a variety of compliance restrictions on over 50 separate accounts. - Effective leader managing/collaborating closely with the other members of the investment team to determine high value investments

BDO USA

Senior Associate

BDO USA

LinkedIn
1999-4 - 2002-8 · 3 yrs 5 mos

Education

UCLA

UCLA

LinkedIn

Business/Economics

1996 - 1999 · 3 yrs

- Minor, Accounting - Graduated Magna Cum Laude and College Honors

Jeremy Sagi, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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