SSI Investment Management
Michael J. Opre, CFA is a Portfolio Manager with extensive experience in various financial institutions such as SSI Investment Management, Wells Fargo Private Bank, and Froley, Revy Investment Co. Michael J. has managed portfolios ranging from $100 million to $2 billion, specializing in convertible securities, equities, fixed income, and alternative investments. With a background in equity research, risk arbitrage, and client communication, Michael has proven success in revenue growth and risk-adjusted performance. Michael J. holds an MBA in Finance from UCLA Anderson School of Management and a BA in English from UCLA.
SSI Investment Management
Founded in 1973, SSI Investment Management is an institutional asset management firm that focuses on innovative, alternative ideas that resonate in the marketplace. We strive in finding inventive ways to deliver competitive returns while providing risk mitigation through sophisticated investment techniques. We have a long history and deep expertise in Convertible Securities, allowing us to offer investors the best this hybrid asset class has to offer. We stand out in terms of the depth and continuity of our Investment Team, as well as our investment process and performance. Our clients range from institutional public and corporate Pension Plans, Insurance Companies, Sub-Advisory, Endowments, Foundations, Taft-Hartley, RIAs and Family Offices. Our team has worked together through all kinds of market cycles since the 1990’s. These professionals, with backgrounds specializing in a wide range of fields, including finance, economics and business development, are dedicated to sound financial judgment and the ability to care for our clients. SSI Investment Management LLC believes all information contained in its posts to be accurate but we do not guarantee its accuracy. The analyst(s) principally responsible for preparing the research certify the views expressed accurately reflect their personal views about the subject security (ies) or issuer(s) as of the date of posting, and that their compensation was not, is not, and will not be directly or indirectly related to the specific recommendations or views contained in the post. None of the information reported or opinions expressed constitute a solicitation of the purchase or sale of securities or any commodities. SSI operated under the name of SSI Investment Management, Inc. (1/1/1973-4/30/2019) and as of 5/1/2019 operates as SSI Investment Management LLC.