CHARLES Y. CHEN

charles

Charles Chen, Strategic Advisor to 20 Gates, has over 19 years of experience in fixed income and derivatives. As a part of 20 Gates’ strategic partnership with Crow Point Investment Management, LLC (“CPIM”), Charles transitioned from Chief Investment Officer at 20 Gates to run CPIM as its Chief Investment Officer. Most recently, he was the President and Chief Investment Officer at Newfleet Asset Management, overseeing all aspects of the institutional asset management business. Prior to joining Newfleet, Charles headed the asset management division of Securities Finance Trust Company (formerly Old Mutual US Trust Company), overseeing over $50 billion in fixed-income assets on behalf of global institutional clients. Charles has also been a Portfolio Manager with Credit Suisse First Boston, managing the credit portfolio of its Investment Banking Division which included bank loans, credit derivatives, two landmark CLOs and five off-balance sheet conduit portfolios. He is a seasoned portfolio manager with expertise in the management, trading and structuring of credit risk; possessing in-depth knowledge of fixed income and structured credit markets. Charles received a BA in Economics from the University of Wisconsin – Madison.