CONNING HOLDINGS LIMITED - Key Persons
Job Titles:
- Director, Insurance Research
Job Titles:
- Member of the Operating Committee
- Executive Chair, Octagon Credit Investors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
- Chief Financial Officer, Generali Investments
Job Titles:
- Member of the Operating Committee
- Chief Executive Officer, Octagon Credit Investors
Gretchen Lam, CFA is Octagon's Chief Executive Officer, a member of Octagon's Investment Committee, and a member of the Firm's Board of Managers. Ms. Lam also serves on the Firm's Executive Committee and is a member of the Firm's ESG Committee. Prior to assuming the Chief Executive Officer position in 2024, Ms. Lam served as a Senior Portfolio Manager across various CLOs, separately managed accounts, and commingled funds. She also oversaw the Firm's Structured Credit (CLO debt and equity) investment strategies. Ms. Lam joined Octagon in 1999; prior to becoming a Portfolio Manager in 2013, she oversaw Octagon's investments in the software, business services, finance & insurance, paper & packaging, gaming & lodging, homebuilding, and real estate industries. She was also responsible for the Structured Credit exposure held in Octagon's CLO vehicles. She earned a B.S. in Investments from Babson College, where she graduated Summa Cum Laude. Ms. Lam received her CFA Charter in 2006.
Job Titles:
- Member of the Board of Directors
- Managing Partner, Boneparth Consulting, LLC
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
- Member of the Operating Committee
Job Titles:
- Director, Risk Solutions, Asia Pacific
Job Titles:
- Senior Portfolio Manager for CLOs
- Senior Portfolio Manager, Octagon Credit Investors
Lauren Law, CFA is a Senior Portfolio Manager for CLOs, separately managed accounts, and commingled funds at Octagon. Ms. Law is a member of Octagon's Investment Committee and a member of the Firm's Executive Committee. She also oversees the Firm's Structured Credit (CLO debt and equity) investment strategies. Ms. Law joined Octagon in 2004; prior to becoming a Portfolio Manager in 2018, Ms. Law was an Investment Team Principal whose coverage areas included healthcare, industrials, financials, business services, and the Firm's CLO debt and equity investments. She earned a B.S. from Babson College, where she graduated Magna Cum Laude. Ms. Law received her CFA Charter in 2009.
Job Titles:
- Member of the Operating Committee
- Head of Risk Solutions
Job Titles:
- Managing Director, Risk Solutions, UK / Europe
Job Titles:
- Member of the Operating Committee
- Head of Conning North America
Job Titles:
- Member of the Board of Directors
Job Titles:
- Chief Investment Officer
- Member of the Operating Committee
- Senior Portfolio Manager
- Senior Portfolio Manager and Chief Investment Officer, Octagon Credit Investors
Michael Nechamkin is Octagon's Chief Investment Officer and a Senior Portfolio Manager for CLOs, separately managed accounts, and commingled funds. Mr. Nechamkin is Chair of Octagon's Investment Committee, a member of the Firm's Board of Managers, and a member of the Firm's Executive Committee. Prior to joining Octagon as a Portfolio Manager in 1999, Mr. Nechamkin was a Vice President in the High Yield Research Group at Bankers Trust. Prior to Bankers Trust, Mr. Nechamkin served as a Convertible Securities Analyst at Mabon Securities and as a Financial Consultant at Merrill Lynch. He earned a Bachelor and a Master of Talmudic Law, and holds an M.B.A from the University of Baltimore.
Job Titles:
- Member of the Operating Committee
- Chief Executive Officer and Chief Investment Officer at Global Evolution
Morten Bugge is the Chief Executive Officer and Chief Investment Officer at Global Evolution. He co-founded Global Evolution in 2007. Morten Bugge has amassed extensive capabilities in emerging and frontier markets and brings more than two decades of investment experience to his role as Chief Investment Officer and ultimate investment decision-maker at Global Evolution.
Job Titles:
- Member of the Board of Directors
- Chairman and Chief Executive Officer, Aperture Investors
Job Titles:
- Member of the Board of Directors
- Senior Consultant, Northwestern Mutual Investment Management Company
Job Titles:
- Member of the Operating Committee
- Chief Executive Officer, Conning Asia Pacific
Job Titles:
- Member of the Operating Committee
- Co - Founder and Chief Executive Officer, Pearlmark
Job Titles:
- Head of Business Development
Job Titles:
- Member of the Operating Committee
- Chief Operating Officer and Chief Financial Officer, Global Evolution
Job Titles:
- Corporate Secretary
- General Counsel
- Member of the Operating Committee
Job Titles:
- Member of the Board of Directors
- Member of the Operating Committee
- Chief Executive Officer, Generali Investments