Jim Schaeffer

Deputy Chief Investment Officer at Canoe Financial

Jim Schaeffer joined Aegon USA Investment Management, LLC (AUIM) in 2004. Jim Schaeffer is deputy chief investment officer responsible for shaping the strategic long term direction for the investment team. Additionally, Jim serves as co-head of public fixed income and a portfolio manager for the US and global high yield, bank loans, distressed assets and core plus strategies and provides managerial oversight over emerging markets. He also is responsible for stressed and special situation securities, and all restructuring and bankruptcy situations for the firm. Jim is a member of the Aegon Asset Management US Executive Committee. In addition, he is a member of the Aegon Asset Management steering committee that sets global macro and asset allocation strategies (global house views) and has responsibility for implementation of those views in the US. Prior to his current role, Jim served as a vice president at PPM America’s Distressed Debt and Workout Group. He also worked in corporate banking and investment banking positions at Wachovia Corporation, Bank of America Securities, and Donaldson, Lufkin & Jenrette in Chicago. He has 23 years of industry experience and has been with the firm since 2004. Jim received his BS in finance from Miami (Ohio) University and his MBA from the Wharton School of Business at the University of Pennsylvania. Jim is the lead portfolio manager for Canoe Strategic High Yield Fund/Class.

Aegon USA Investment Management, LLC (AUIM) is sub-advisor for the Canoe Strategic High Yield Fund. AUIM acts as an unregistered sub-advisor for the Canoe Strategic High Yield Fund further to relief granted in December 2012 by the Alberta Securities Commission.

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Timeline

  • Deputy Chief Investment Officer

    Current role