William Schroeder

William Schroeder

Head Of CLO Capital Formation, Director Of Portfolio Risk, CLO Analyst @ Kennedy Lewis Investment Management

About William Schroeder

William Schroeder is the Head of CLO Capital Formation and Director of Portfolio Risk at Kennedy Lewis, specializing in CLO analytics and compliance reporting.

William Schroeder's Professional Role at Kennedy Lewis

William Schroeder is the Head of CLO Capital Formation, Director of Portfolio Risk, and a CLO Analyst at Kennedy Lewis. He joined the firm in 2021, contributing to their strategic partnership with York Capital Management Global Advisors, LLC. His responsibilities include overseeing capital formation for Collateralized Loan Obligations (CLOs), managing portfolio risk, and conducting detailed analyses to support the firm's investment decisions.

William Schroeder's Experience at Apollo Global Management

Prior to joining Kennedy Lewis, William Schroeder worked at Apollo Global Management as a CLO Support Analyst. In this role, he focused on portfolio management support and compliance reporting, contributing to the firm's management of CLO strategies. His work ensured regulatory adherence and optimized portfolio performance through diligent oversight and detailed compliance reporting.

William Schroeder's Background at Prudential Fixed Income

Before his tenure at Apollo Global Management, William Schroeder was a CLO Operations Analyst at Prudential Fixed Income. His responsibilities involved conducting CLO analytics and compliance reporting. Schroeder's work at Prudential laid the foundation for his expertise in CLO management, providing valuable experience in both analytical processes and regulatory compliance.

Education: William Schroeder's Academic Background

William Schroeder earned a Bachelor of Arts in Economics from Rutgers College. His academic foundations in economics have been instrumental in shaping his analytical approach and understanding of financial markets. Additionally, Schroeder is a CFA charterholder, underscoring his commitment to professional excellence and proficiency in financial analysis and investment management.

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