Head of U.S. Leveraged Finance, Ageon Investments
Jim Schaeffer joined Aegon USA Investment Management, LLC (AUIM) in 2004. Jim is Head of U.S. Leveraged Finance and a Portfolio Manager. Jim’s responsibilities include managing the U.S. and global high yield, emerging markets, leveraged loans, and distressed assets portfolio management platforms. Jim is also responsible for the stressed and special situation securities, and all restructuring and bankruptcy situations for AUIM. Prior to joining AUIM, Jim served as a Vice President at PPM America’s Distressed Debt and Workout Group. Jim also worked in corporate banking and investment banking positions at Wachovia Corporation, Bank of America Securities, and Donaldson, Lufkin & Jenrette in Chicago. Jim has 22 years of industry experience and 11 years of experience with AUIM and its affiliates. Jim received his BS in finance from Miami (Ohio) University, and his MBA from the Wharton School of Business at the University of Pennsylvania. Jim is the lead portfolio manager for Canoe Strategic High Yield Fund/Class.
Aegon USA Investment Management, LLC (AUIM) is sub-advisor for the Canoe Strategic High Yield Fund. AUIM acts as an unregistered sub-advisor for the Canoe Strategic High Yield Fund further to relief granted in December 2012 by the Alberta Securities Commission.