People: Babson Capital Global Short Duration High Yield Fund (BGH)
BGH on New York Consolidated
25.10USD
21 May 2013
25.10USD
21 May 2013
Price Change (% chg)
$0.05 (+0.20%)
$0.05 (+0.20%)
Prev Close
$25.09
$25.09
Open
$25.02
$25.02
Day's High
$25.18
$25.18
Day's Low
$25.00
$25.00
Volume
54,135
54,135
Avg. Vol
88,729
88,729
52-wk High
$25.40
$25.40
52-wk Low
$23.70
$23.70
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Russell Morrison |
48 | President, Principal Executive Officer | |
Patrick Hoefling |
33 | Chief Financial Officer, Principal Financial and Accounting Officer, Treasurer | |
Melissa LaGrant |
39 | Chief Compliance Officer | |
Sean Feeley |
45 | Vice President | |
Michael Freno |
37 | Vice President | |
Scott Roth |
43 | Vice President | |
Janice Bishop |
48 | Chief Legal Officer, Secretary | |
Michele Manha |
40 | Assistant Secretary | |
Rodney Dillman |
60 | Independent Trustee | |
Bernard Harris |
53 | Independent Trustee | |
Thomas Okel |
49 | Trustee | |
Martin Sumichrast |
46 | Independent Trustee |
Biographies
| Name | Description |
|---|---|
Russell Morrison |
Mr. Russell D. Morrison is President and Principal Executive Officer of Babson Capital Global Short Duration High Yield Fund. Mr. Morrison is Head of the Global High Yield Investments Group of Babson Capital which includes research, portfolio management and trading for U.S. and European bonds, loans and structured credit. Previously, he served as Co-Head of Babson Capital’s U.S. Bank Loan Team. Mr. Morrison joined Babson Capital in June of 2002 as part of Babson Capital’s acquisition of IDM’s Portfolio Management Group. Prior to joining IDM, he was a Vice President of First Union Securities, Inc., a Manager in Ernst & Young’s Management Consulting Group and an accountant at North Carolina National Bank. He holds a B.S. from Wake Forest University and an M.B.A from Carnegie Mellon’s Graduate School of Industrial Administration. Mr. Morrison has over 22 years of experience. |
Patrick Hoefling |
Mr. Patrick Hoefling is Chief Financial Officer, Principal Financial and Accounting Officer, Treasurer of Babson Capital Global Short Duration High Yield Fund. He is Member of Babson Capital’s Client and Portfolio Services team (since 2008); prior thereto, member of Deloitte and Touche’s Private Client Advisors group. |
Melissa LaGrant |
Ms. Melissa M. LaGrant is Chief Compliance Officer of Babson Capital Global Short Duration High Yield Fund. She is Managing Director of Babson Capital’s Compliance and Risk Management group (since 2005); Chief Compliance Officer of Babson Capital Corporate Investors and Babson Capital Participation Investors (since 2005). |
Sean Feeley |
Mr. Sean Feeley is Vice President of Babson Capital Global Short Duration High Yield Fund. Mr. Feeley is a Managing Director in Babson Capital’s Global High Yield Investments Group and is a lead portfolio manager for various high yield bond total return strategies. He is also a Vice President and a portfolio manager of Babson Capital Corporate Investors and Babson Capital Participation Investors, two closed-end registered investment companies managed by Babson Capital. Prior to joining Babson Capital in 2003, he was a Managing Director at Cigna Investment Management in project finance and a Vice President at Credit Suisse in the leveraged finance group. He holds a B.S. from Canisius College and an M.B.A from Cornell University. He is also a Certified Public Account (inactive) and a member of the Chartered Financial Analyst Institute. Mr. Feeley has over 23 years of experience. |
Michael Freno |
Mr. Michael Freno is Vice President of Babson Capital Global Short Duration High Yield Fund. Mr. Freno is a Managing Director in Babson Capital’s Global High Yield Investments Group and a co-portfolio manager for the Global Loan Fund and Global Senior Secured Bond Fund. He is also a member of Babson Capital’s High Yield Investment Committee. Prior to joining Babson Capital in 2005, Mr. Freno was a research analyst for Mangan & McColl Partners, LLC, where he focused on equity and credit analysis for the firm’s special situations and distressed investments. Prior to that, he was a Manager at PricewaterhouseCoopers. He holds a B.A. from Furman University and an M.B.A. from the Wake Forest Babcock School of Business. Mr. Freno has over 13 years of experience. |
Scott Roth |
Mr. Scott Roth is Vice President of Babson Capital Global Short Duration High Yield Fund. Mr. Roth is a Managing Director in Babson Capital’s Global High Yield Investments Group and a lead portfolio manager for various high yield bond total return strategies. Prior to joining Babson Capital in 2002, he worked at Webster Bank, was a high yield analyst at Times Square Capital Management and an underwriter at Chubb Insurance Company. He holds a B.B.A. from Western Michigan University and an M.B.A. from the University of Michigan. He is also a member of the Chartered Financial Analyst Institute. Mr. Roth has over 19 years of experience. |
Janice Bishop |
Ms. Janice M. Bishop is Chief Legal Officer and Secretary of Babson Capital Global Short Duration High Yield Fund. She is Counsel for the Investment Law group at Babson Capital (since 2007); Assistant Secretary of Babson Capital Corporate Investors and Babson Capital Participation Investors (since 2008); prior thereto, Financial Services Group/Investment Management Group at Dechert LLP (2005-2007). |
Michele Manha |
Ms. Michele Manha is Assistant Secretary of Babson Capital Global Short Duration High Yield Fund. She is Counsel for the High Yield Investment Research and Portfolio Management Team and Distressed Debt Group at Babson Capital (since 2008); prior thereto, Counsel at Mayer Brown LLP. |
Rodney Dillman |
Mr. Rodney A. Dillman is Independent Trustee of Babson Capital Global Short Duration High Yield Fund. He is Deputy General Counsel (2011-2012), Senior Vice President (2008-2012), Vice President (2000-2008), Massachusetts Mutual Life Insurance Company; Member of the Board of Directors and President (2008-2011) MassMutual International LLC; General Counsel (2006-2008) Babson Capital Management LLC (investment adviser). |
Bernard Harris |
Dr. Bernard A. Harris, Jr., is Independent Trustee of Babson Capital Global Short Duration High Yield Fund. He is Chief Executive Officer and Managing Partner (since 2002), Vesalius Ventures, Inc.; President (since 1999), The Space Agency; Director and President (since 1998), The Harris Foundation; Clinical Scientist, Flight Surgeon and Astronaut (1986-1996), NASA. He is Trustee (since 2011), Salient Midstream & MLP Fund and Salient MLP & Energy Infrastructure Fund; Trustee (since 2010), Salient Absolute Return Fund; Director (since 2009), Monebo Technologies Inc. (medical technology design company); Director (since 2008), Sterling Bancshares, Inc. (holding company); Director (since 2007), RMD Networks, Inc. (provides software and services to improve communication of care among providers, physicians and patients). |
Thomas Okel |
Mr. Thomas W. Okel is Trustee of Babson Capital Global Short Duration High Yield Fund. He is Executive Director (since 2011) Catawba Lands Conservancy; Global Head of Syndicated Capital Markets (1989-2010) Bank of America Merrill Lynch. |
Martin Sumichrast |
Mr. Martin A. Sumichrast is Independent Trustee of Babson Capital Global Short Duration High Yield Fund. He is Managing Director (since 2002), Lomond International, Inc. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Russell Morrison |
-- |
Patrick Hoefling |
-- |
Melissa LaGrant |
-- |
Sean Feeley |
-- |
Michael Freno |
-- |
Scott Roth |
-- |
Janice Bishop |
-- |
Michele Manha |
-- |
Rodney Dillman |
-- |
Bernard Harris |
-- |
Thomas Okel |
-- |
Martin Sumichrast |
-- |
As Of
Options Compensation
| Name | Options | Value |
|---|---|---|
Russell Morrison |
0 | 0 |
Patrick Hoefling |
0 | 0 |
Melissa LaGrant |
0 | 0 |
Sean Feeley |
0 | 0 |
Michael Freno |
0 | 0 |
Scott Roth |
0 | 0 |
Janice Bishop |
0 | 0 |
Michele Manha |
0 | 0 |
Rodney Dillman |
0 | 0 |
Bernard Harris |
0 | 0 |
Thomas Okel |
0 | 0 |
Martin Sumichrast |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
ROTH SCOTT |
1,200 | $24.40 |
ROTH SCOTT |
800 | $25.01 |
FEELEY SEAN |
3,000 | $25.01 |

