When: Wednesday, March 6th
Time: 4:00PM (ET)

You’re invited to a discussion with Polen’s credit investment team on March 6th at 4 PM ET. Portfolio managers Dave Breazzano, Head of Team, and Rick Richert, CLOs, will review 2023 credit market highlights and discuss:

  • Credit outlook for 2024 including interest rates, duration, defaults, and risks
  • Opportunities across different segments of the credit market
  • The case for strategic long-term allocation to credit

Keep reading to learn more about our Polen Capital panelists, who will be available to answer live questions during the webinar.

By registering for this webinar, you are agreeing to our processing of your personal data under our Polen Capital Privacy Policy. A member of the team may reach out to you following the webinar to ask about your experience.

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Dave Breazzano
Head of Team, Portfolio Manager

David co-founded Polen Capital’s Credit team (formerly DDJ Capital) in 1996, where he built the boutique firm into a premier credit manager focused on high yield and special situation investing. David is Head of Team for Credit at Polen Capital. David serves as co-Portfolio Manager of the U.S. Opportunistic High Yield and U.S. High Yield strategies. Previously, David was Vice President and Portfolio Manager at Fidelity Investments in the High Income group, where he directed the investment management of high yield and distressed assets. Prior to that, David spent five years at T. Rowe Price as a high yield analyst and portfolio manager. David earned his B.A. in political science and economics from Union College and an M.B.A. from Cornell University. David serves on the Boards of Trustees of Union College and Cornell University.
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Rick Richert
Portfolio Manager: CLOs

Rick is co-Lead and Portfolio Manager of Polen Capital's CLO Platform. Prior to joining Polen Capital in 2023, Rick worked as the Head of the U.S. Par Loan and CLO Platform at Sound Point Capital. At Sound Point Capital, Rick focused on managing the senior floating rate funds and the CLO business, launching the first CLO in 2012, and building the platform. Rick received a B.S. in Accounting from Southern College and M.B.A. from the University of Michigan.

Dan Davidowitz
CFA Portfolio Manager & Analyst

Dan is the lead portfolio manager of the firm’s flagship Focus Growth strategy. Prior to joining Polen Capital in 2005, he worked as Vice President and Research Analyst at Osprey Partners Investment Management. Dan previously served as a Research Analyst at Value Line, Inc. and held various analytical positions at Memorial Sloan-Kettering Cancer Center. He received a B.S. with high honors in Public Health from Rutgers University and an M.B.A. from the City University of New York, Baruch College Zicklin School of Business.

Ellouise Day
Senior Relationship Associate

Ellouise joined Polen Capital in 2020. Prior to joining Polen Capital, Ellouise spent two and a half years as a Client Services Associate at RBC Global Asset Management, U.K. Ellouise received a B.A. in Philosophy, Politics, and Economics from the University of Warwick.

Speakers