Scott Schaefer
Portfolio Manager-Equities at Steelhead Partners LLC
Profile
Mr. Scott B.
Schaefer, CFA MBA, is a Managing Member & Portfolio Manager at Steelhead Partners LLC.
He joined Steelhead in 2005 from Loews Corporation.
He and firm co-founder Michael Johnston were previously colleagues at both Loews and Prudential Insurance.
In 1992, Scott joined Loews as a senior vice president and senior portfolio manager.
As co-manager of the investment-grade corporate portfolio, he was responsible for over $5 billion in assets.
During this time he developed an interest in convertible securities and, with Loews' support, launched an in-house portfolio.
By 2003 he was running convertible funds totaling $800 million.
Mr. Schaefer was educated at Duke University (magna cum laude and Phi Beta Kappa).
He graduated with dual majors in economics and computer science and received his MBA in finance from the Wharton School of the University of Pennsylvania.
Scott Schaefer active positions
| Companies | Position | Start |
|---|---|---|
Steelhead Partners LLC
 Steelhead Partners LLC Investment ManagersFinance Steelhead Partners LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by J. Michael Johnston and Brian Klein in 1996 as Johnston Klein Capital Management LLC. Steelhead Partners primarily provides discretionary advisory services to investment limited partnerships, offshore investment funds and other pooled investment vehicles, as well as separately-managed accounts. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Scott Schaefer
| Companies | Position | End |
|---|---|---|
Loews Corp. (Investment Portfolio)
 Loews Corp. (Investment Portfolio) Investment ManagersFinance Loews Corp. (Investment Portfolio) (Loews-IP) is the investment portfolio division of Loews Corp. (NYSE: L), a diversified holding company headquartered in New York City. Founded in 1954, Loews-IP manages the investment portfolio of the group. | Corporate Officer/Principal | 2004-12-30 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Training of Scott Schaefer
| Duke University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Steelhead Partners LLC
Steelhead Partners LLC Investment ManagersFinance Steelhead Partners LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by J. Michael Johnston and Brian Klein in 1996 as Johnston Klein Capital Management LLC. Steelhead Partners primarily provides discretionary advisory services to investment limited partnerships, offshore investment funds and other pooled investment vehicles, as well as separately-managed accounts. | Finance |
Loews Corp. (Investment Portfolio)
Loews Corp. (Investment Portfolio) Investment ManagersFinance Loews Corp. (Investment Portfolio) (Loews-IP) is the investment portfolio division of Loews Corp. (NYSE: L), a diversified holding company headquartered in New York City. Founded in 1954, Loews-IP manages the investment portfolio of the group. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
- Stock Market
- Insiders
- Scott Schaefer
