Summary
Overview
Work History
Education
Skills
Timeline
Generic

Hugo Barth

Summary

A 33 year + career being responsible for managing credit portfolios across Investment Grade, Crossover and High Yield mandates. Lead portfolio manager for credit derivative strategies across multi-sector fixed income portfolios, specializing in unique guidelines, ESG and leverage constraints, Responsible for interest rate derivative overlays (futures and swaps), cross currency hedging strategies, and overall risk mitigation / stress scenario analysis. Demonstrating and explaining the impacts of complex derivative strategies on performance for clients is a specialty.

Overview

32
32
years of professional experience

Work History

Principal & Senior Portfolio Manager

PGIM Fixed Income
01.2004 - Current


Helped build a Japanese investment grade asset management business, growing AUM from $200 million at inception to over $30+ billion across IG, HY and crossover mandates.


Work closely with portfolio construction team on managing risk and portfolio optimization through the use of derivatives, options and fixed income ETF strategies. This includes idea generation, structuring options and index strategies, trade execution and ongoing monitoring of derivative positions.


Built out a Synthetic Collateralized Debt Obligation (SCDO) Platform within Prudential. Structured, marketed and managed two SCDOs (Dryden 12 and Dryden 17) - deals outperformed thorough the Global Financial Crisis - returning a solid investment return and par to all investors.


Instituted and managed a $1.4 billion first to default credit derivative basket portfolio for Prudential's General Account.


Served on the inaugural Determination's Committee for the International Swaps & Derivatives Association (ISDA) as a buy-side representative.

Vice President

Prudential Global Funding
02.1998 - 01.2004

Structured interest rate and FX derivative solutions for Prudential's Private Placement Group, Prudential's General Account, and Middle Market Clients of Prudential Securities.

Senior Associate

Prudential Financial
09.1991 - 01.1998

Provided daily P&L for the derivatives desk ands managed the financial statement preparation for the debt funding arm of Prudential (Prudential Funding) and it's derivative subsidiary, Prudential Global Funding.

Education

Master of Science - Accounting

Lehigh University
Bethlehem, PA

MBA - Finance

Seton Hall University
South Orange, NJ

Skills

  • Credit Derivatives Trading & Strategy including Credit Linked Notes, Credit Spread Options, Total Return Swaps, Fixed Income ETFs
  • Portfolio Management Investment Grade / Crossover and High Yield
  • Client Relationship Management - Product Specialist in IG / HY / Crossover credit
  • Marketing and Capital Raising - extensive Road Show and finals presentation experience

Timeline

Principal & Senior Portfolio Manager

PGIM Fixed Income
01.2004 - Current

Vice President

Prudential Global Funding
02.1998 - 01.2004

Senior Associate

Prudential Financial
09.1991 - 01.1998

Master of Science - Accounting

Lehigh University

MBA - Finance

Seton Hall University
Hugo Barth