Profile
Mr. George M.
Plaiss, CFA, is Senior Portfolio Manager at PT Asset Management LLC (Illinois).
He has over 15 years of experience managing institutional fixed-income portfolios.
He currently manages investment portfolios across all of firm’s structured credit and municipal bond focused funds and separately managed accounts.
His responsibilities include portfolio construction, security selection, portfolio attribution, modeling RMBS and municipal bond cash flows, and risk management.
Prior to joining PT Asset Management LLC in May 2009, Mr. Plaiss managed more than $700 million in municipal and corporate bonds, mortgage-backed securities, and other structured fixed-income for the Kentucky Farm Bureau, the state’s largest property and casualty insurance provider.
Earlier in his career, he held positions at multiple banking institutions where he also managed diverse fixed income portfolios.
He graduated from Indiana University, Bloomington with a Bachelor of Arts in Economics and is a CFA charterholder.
Mike Plaiss active positions
| Companies | Position | Start |
|---|---|---|
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PTAM seeks attractive investment opportunities in fixed-income markets where structural and pricing inefficiencies can create unique drivers of return, specifically including asset-backed/structured credit markets and municipal/corporate bond markets. The firm strives to identify sectors with the best risk-reward profiles and employs a quantitative approach to select specific securities that can generate portfolio outperformance. | Portfolio Manager-Fixed Income | 2009-04-30 |
Former positions of Mike Plaiss
| Companies | Position | End |
|---|---|---|
CIBC Bank USA (Investment Management)
CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC US offer their clients a broad opportunity set across asset classes, geographies and managers to preserve and grow assets. The firm utilizes top-down view of the global economy and market environment. Their objective approach to investment management is designed to optimize performance through multi-asset class, multi-style and multi-manager diversification, while balancing expected return, risk, tax sensitivity and cost. | Chief Investment Officer | 2006-10-31 |
Liberty National Bank & Trust Co. (Oklahoma)q
Liberty National Bank & Trust Co. (Oklahoma)q Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Kentucky Farm Bureau Mutual Insurance Co.
Kentucky Farm Bureau Mutual Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance agency | Corporate Officer/Principal | - |
Training of Mike Plaiss
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CIBC Bank USA (Investment Management)
CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC US offer their clients a broad opportunity set across asset classes, geographies and managers to preserve and grow assets. The firm utilizes top-down view of the global economy and market environment. Their objective approach to investment management is designed to optimize performance through multi-asset class, multi-style and multi-manager diversification, while balancing expected return, risk, tax sensitivity and cost. | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kentucky Farm Bureau Mutual Insurance Co.
Kentucky Farm Bureau Mutual Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance agency | Finance |
Liberty National Bank & Trust Co. (Oklahoma)q
Liberty National Bank & Trust Co. (Oklahoma)q Major BanksFinance Provides banking services | Finance |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PTAM seeks attractive investment opportunities in fixed-income markets where structural and pricing inefficiencies can create unique drivers of return, specifically including asset-backed/structured credit markets and municipal/corporate bond markets. The firm strives to identify sectors with the best risk-reward profiles and employs a quantitative approach to select specific securities that can generate portfolio outperformance. | Finance |
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