Investment Management

Voya™ Investment Management was formerly ING U.S. Investment Management

Senior Loan Team

Jeffrey Bakalar photo Jeffrey Bakalar Managing Director and Group Head
Dan Norman photo Dan Norman Managing Director and Group Head
Ralph E. Bucher photo Ralph E. Bucher Senior Vice President and Senior Credit Officer

Senior Loan Team - Americas

Mohamed Basma, CFA Senior Vice President, Senior Portfolio Manager and Team Leader
Kristopher Trocki, CFA Vice President and Senior Portfolio Manager
Ambuj Chaudhary Senior Structured Finance Analyst
Sara Pages Senior Research Analyst
Mark F. Haak, CFA Senior Vice President, Senior Portfolio Manager and Team Leader
Joseph Laguna Vice President and Portfolio Manager
Michael Donoghue Assistant Vice President and Senior Research Analyst
Amanda Wacker Research Analyst
Charles LeMieux, CFA Senior Vice President, Senior Portfolio Manager and Team Leader
Kelly Byrne, CFA Vice President and Senior Portfolio Manager
Romain Catois, CFA Vice President and Portfolio Manager
Michel Prince, CFA Senior Vice President, Senior Portfolio Manager and Team Leader
Zhiyong (Stan) Zou, CFA Vice President and Portfolio Manager
Colin Clingan Assistant Vice President and Senior Research Analyst
Robert Wilson Senior Vice President, Senior Portfolio Manager and Team Leader
Jim Essert Senior Vice President and Portfolio Manager
Jason Esplin, CFA Vice President and Senior Portfolio Manager

Senior Loan Team - Europe

Olivier Struben Senior Vice President, Senior Portfolio Manager and Team Leader
Floris van den Berg, CFA Vice President and Portfolio Manager
Sarah Srinivasan Assistant Vice President and Research Analyst

Treasury, Operations & Compliance

Elliot Rosen Senior Vice President and Head of Treasury and Operations

Trading

Bill Nutting Senior Vice President and Head of Senior Loan Trading
Warren J. Miller Vice President and Trader

Legal and Marketing

Hank Rivoir Senior Vice President and Group Counsel
Tamara Wieging Portfolio Specialist
Jeffrey Bakalar Jeffrey Bakalar Managing Director and Group Head Total Years of Experience: 28
Jeff Bakalar is Managing Director and Group Head of the Voya Investment Management Senior Loan Group. He co-manages the Group with Dan Norman, and he is co-chairman of the Group’s Investment Committee. Jeff has over twenty years of investment and banking experience. Jeff joined the firm’s predecessor in 1998 and became part of the investment team for what is now Voya Prime Rate Trust. He became the co-head of the firm’s senior loan business in January of 2000 and, with Dan Norman, created and implemented the Voya Senior Loan Strategy in January of 2001. Jeff began his career as an associate with Continental Bank in 1987, serving in various credit and corporate finance roles, including establishing and managing derivatives trading lines with international bank counterparties, and structuring and monitoring various classes of asset-backed transactions. In 1994, Jeff joined the Communications Division within The First National Bank of Chicago, ultimately serving as a senior underwriter responsible for structuring and managing leveraged transactions for issuers in the broadcasting and media sectors. Jeff received his B.S. degree in finance with honors from the University of Illinois Chicago in 1986, and his M.B.A. in finance with highest distinction from DePaul University in 1992.
Top
Ralph E. Bucher Ralph E. Bucher Senior Vice President and Senior Credit Officer Total Years of Experience: 29
Ralph Bucher is Senior Vice President and Senior Credit Officer for the Voya Investment Management Senior Loan Group and joined the group in November 2001. Ralph serves as a member of the group’s Investment Committee. Ralph also assists in the approval of senior loan credit limits, problem loan management and loan valuations. Ralph has spent most of his financial career in credit risk management and distressed asset management. Prior to joining the firm, Ralph was the North American Head of Special Assets for Standard Chartered Bank. Ralph has also held other senior credit risk management positions with Standard Chartered and Societé Generale, as well as credit structuring and analysis positions with National Australia Bank and Commerzbank. Ralph earned a Masters of International Management degree at the Thunderbird School of Global Management in 1985 and a B.A. degree from the University of Arizona in 1983. Ralph also speaks German.
Top
Dan Norman Dan Norman Managing Director and Group Head Total Years of Experience: 29
Dan Norman is Managing Director and Group Head of the Voya Investment Management Senior Loan Group. He co-manages the Group with Jeff Bakalar, and he is co-chairman of the Group’s Investment Committee. Dan has over twenty-five years of investment experience. He began managing senior loan portfolios in 1995 when the firm’s predecessor acquired the management rights to what is now Voya Prime Rate Trust. Dan became the co-head of the firm’s senior loan business in January of 2000 and, with Jeff Bakalar, created and implemented the Senior Loan Strategy in January of 2001. Dan is currently a member of the boards of directors of the Loan Syndications and Trading Association and the International Association of Credit Portfolio Managers. Dan has a wide variety of business and investment experience, having begun his career at Arthur Andersen & Co. in 1981. He joined the firm’s predecessor in 1992. Dan received his B.A. degree in 1980 from the University of Nebraska and completed the University of Nebraska M.B.A. program in 1981.
Top