Rick Richert

Portfolio Manager-Fixed Income at

Polen Capital Credit LLC

Finance

Consumer Services

Profile

Mr. Rick Richert, CFA MBA, is a CLO Portfolio Manager at Polen Capital Credit LLC.
He has over 30 years of industry experience.
Prior to joining Polen Capital in 2023, Mr. Richert worked as the Head of the U.S.
Par Loan & CLO Platform at Sound Point Capital.
At Sound Point Capital, he focused on managing the senior floating rate funds and the CLO business, launching the first CLO in 2012, and building the platform.
He received a B.S.
in Accounting from Southern College and M.B.A. from the University of Michigan.

Rick Richert active positions

Companies	Position	Start
Polen Capital Credit LLC Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena.	Portfolio Manager-Fixed Income	01/04/2023

All active positions of Rick Richert

Former positions of Rick Richert

Companies	Position	End
Sound Point Capital Management LP Sound Point Capital Management LP Investment ManagersFinance Sound Point is a credit asset manager with investment strategies that concentrates on performing credit and collateralized loan obligations (CLOs), opportunistic credit, structured credit, specialty finance and marketplace lending, and commercial real estate credit, utilizing a fundamental and research-intensive approach to investing. The firm’s primary investment objective is to preserve capital in all market conditions and to generate attractive rates of return with low volatility.	Portfolio Manager-Fixed Income	01/07/2022
Sanno Point Capital Management LLC Sanno Point Capital Management LLC Investment ManagersFinance Sanno Point manages a hedge fund of credit-driven opportunities in relative value and event-driven strategies.	Corporate Officer/Principal	31/12/2005
Metropolitan Life Insurance Co. Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services	Corporate Officer/Principal	-
American Capital Asset Management LLC American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor.	Private Equity Analyst	30/03/2010

See the detail of Rick Richert's experience

Training of Rick Richert

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	7
Metropolitan Life Insurance Co. Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services	Finance
Polen Capital Credit LLC Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Capital Asset Management LLC American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor.	Finance
Sanno Point Capital Management LLC Sanno Point Capital Management LLC Investment ManagersFinance Sanno Point manages a hedge fund of credit-driven opportunities in relative value and event-driven strategies.	Finance
Sound Point Capital Management LP Sound Point Capital Management LP Investment ManagersFinance Sound Point is a credit asset manager with investment strategies that concentrates on performing credit and collateralized loan obligations (CLOs), opportunistic credit, structured credit, specialty finance and marketplace lending, and commercial real estate credit, utilizing a fundamental and research-intensive approach to investing. The firm’s primary investment objective is to preserve capital in all market conditions and to generate attractive rates of return with low volatility.	Finance
Southern University College Southern University College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services