Greg Palffy

Bis 2017, EM High Yield Bonds PM/Credit Analyst, Pala Assets

Zug, Schweiz

Fähigkeiten und Kenntnisse

No1 ranking in 4 stocks
No2-3 ranking in two stocks in 2012 (Bloomberg 12
German
English
equity research (buy
sell side): US
emerging markets (CEE
Latam)
pharma
agriculture
CEE oils
telecom
steel
oil drillers
fertilizers
beverages

Werdegang

Berufserfahrung von Greg Palffy

  • 1 Jahr und 10 Monate, Mai 2018 - Feb. 2020

    Portfolio Manager

    Infinity Capital SA

    -Managed a $250m global Corporate Bond portfolio (60% EM, 40 US/EU split) with 13.1% return in 2019 (average portfolio rating BB+) - Conducted fundamental research and traded Bonds as well -Advised a $90m Structured Products portfolio - Short bond ideas on average declined by 7pt ***Left Infinity Capital after anchor Saudi client suddenly pulled the $250m in 2019 YE and since this was 80-90% of firm’s AUM Infinity could not afford to pay my salary anymore after February 2020

  • 3 Jahre und 9 Monate, März 2014 - Nov. 2017

    EM High Yield Bonds PM/Credit Analyst

    Pala Assets

    Coverage of EM HY Corporates in China, Indonesia, Russia, Brazil, Mexico, Turkey, South Africa Part of a team of 4 managing a $800m GEM HY portfolio +15%(2015), +34.5% (2016), +17% (2017) Management of a $150m carve out with +39.5% (2016) and 10.5% (1017M) return Distressed Credits: Noble Group, Oi Brazil, Odebrecht Oil &Gas, Odebrecht Contruction, Rolta, Fesco, Russian Standard Bank

  • 3 Jahre und 7 Monate, Nov. 2009 - Mai 2013

    CEMEEA Equity Analyst

    KBC Securities

    Covered Pharma,Telecom, Agriculture stocks IPO report on Ovostar, KDP Shipping (Polish market entry)

  • 1 Jahr und 1 Monat, Sep. 2008 - Sep. 2009

    Buy side analyst - generalist

    Parlin Investments, Boston

    researched stocks in the US, EU and BRIC region

  • 10 Monate, Sep. 2007 - Juni 2008

    Senior Associate

    Duff & Phelps, Boston

    enterprise valuation (pre-IPO), intangible asset valuation and impairment test (SFAS142), business combinations (SFAS 141) and PPA and goodwill allocation after acquisitions

  • 1 Jahr und 1 Monat, Juli 2006 - Juli 2007

    Research analyst

    PRTM Consultants,Boston

Ausbildung von Greg Palffy

  • 1 Jahr und 9 Monate, Sep. 2004 - Mai 2006

    Finance & economics

    Brandeis University, Boston

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Fließend

  • Ungarisch

    -

Interessen

equity research
investing
BRICs
High Yield Bonds in Emerging Markets

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