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Nyli Vp Series Bond Portfolio Initial Class (0P00003BTX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 241.33M
MainStay VP Series Bond Portfolio Initial Class
12.036
+0.010
+0.04%
- Overview
- Profile
- Historical Data
- Holdings
0P00003BTX Overview
On this page you'll find an in-depth profile of Nyli Vp Series Bond Portfolio Initial Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003BTX among other information.
Investment Strategy
The investment seeks total return. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in bonds, which include all types of debt securities such as debt or debt-related securities issued or guaranteed by U.S. or foreign governments, their agencies or instrumentalities; obligations of international or supranational entities; debt securities issued by U.S. or foreign corporate entities; zero coupon bonds; mortgage-related and other asset-backed securities; and loan participation interests.
Contact Information
Address
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
Phone
+1 212 9386500
Fax
212-938-8181
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew Downs | portfolio manager | 2023 | Now |
| Biography | Mr. Downs is a Senior Director of NYL Investors LLC. He joined New York Life Investment Management LLC in 2005 and is a portfolio manager in the Investment Grade Portfolio Management Group. Mr. Downs earned his BBA from Fordham University and a MBA from Pace University Lubin School of Business. | ||
| Kenneth Sommer | - | 2017 | Now |
| Biography | Ken Sommer joined New York Life Investment Management LLC (predecessor of NYL Investors LLC) in 2005. Mr. Sommer is a Managing Director in the Investment Grade Portfolio Management team of NYL Investors' Fixed Income Investors. He assumed this role in 2018 and has over 15 years of investment experience. Previously, Mr. Sommer was a sector specialist overseeing all corporate bond execution for the Investment Grade Portfolio Management team. Prior to joining New York Life, he was an Investment Analyst at MetLife Investments. Mr. Sommer received a B.S. from Binghamton University and an M.B.A. from Fordham University. | ||
| AJ Rzad | Senior Managing Director | 2018 | 2023 |
| Biography | Mr. Rzad has managed the MainStay Balanced and MainStay Short Term Bond Funds since 2018. He is a Senior Managing Director and Head of Fixed Income Investors, within NYL Investors. Mr. Rzad has 27 years of investment management and financial services experience. Mr. Rzad joined New York Life in 2000 and previously served as Head of the Investment Grade Credit team where he oversaw all investment activity related to the public investment grade asset class. Prior to joining New York Life, Mr. Rzad held various investment related positions at MetLife, Lehman Brothers and PaineWebber. Mr. Rzad received a B.S. and an M.B.A from Cornell University and is a CFA® charterholder. | ||
| Thomas J. Girard | Senior Portfolio Manager, Head | 2007 | 2018 |
| Biography | Mr. Girard is a Senior Managing Director and Head of Fixed Income Investors within NYL Investors. He joined New York Life Investments in 2007 (NYL Investors’ predecessor). Mr. Girard is responsible for managing Public Fixed Income assets. He received a BS from St. John Fisher College and an MBA from Fordham University. | ||
| Donald F. Serek | Managing Director | 2000 | 2018 |
| Biography | Mr. Serek is a Managing Director in Fixed Income Investors within NYL Investors and Head of the Investment Grade Portfolio Management Team. Mr. Serek joined New York Life Investments in 2000 (NYL Investors’ predecessor). Mr. Serek is responsible for managing all third-party fixed-income portfolios including retail mutual funds and institutional separate accounts. Mr. Serek received his BBA in Finance and Economics from Temple University and is a CFA® charterholder. | ||
| George S. Cherpelis | - | 2012 | 2017 |
| Biography | George S. Cherpelis joined New York Life Investments in 2004 and is responsible for managing the daily investment activities of all third party multi-sector fixed income portfolios. Mr. Cherpelis received a BS from The City College of New York and two MS degrees from Manhattan College. | ||
| Thomas Volpe | Portfolio Manager | 2003 | 2009 |
| Biography | Volpe became a portfolio manager of the Bond Portfolio in April 2003. He is a second vice president in NYLIM's Fixed Income Investors Group. Volpe joined the Public Fixed Income Group of NYLIM in May 2000. Prior to that, he was a Treasury Cash Manager for the Treasury Department of New York Life Insurance Company where he earned the credential of Certified Cash Manager. | ||
| Michael J. Pagano | Director | 2005 | 2007 |
| Biography | Pagano is a director in NYLIM Fixed Income Investors Group. Prior to joining The Company in June, 2003, he was a vice-president and fixed income portfolio manager at Fiduciary Asset Management. Earlier in his career, he was an institutional mortgage-backed and structured products sales specialist at Merrill Lynch and Banc of America Securities, as well as director of Marketing for Neuberger & Berman's Wrap Fee Management Group. | ||
| Albert Corapi | vice president and Portfolio Manager | 1990 | 2004 |
| Biography | Corapi joined New York Life Insurance Company in 1985, and is currently a vice president and portfolio manager. | ||
| Celia M. Holtzberg | Vice President | 1990 | 2000 |
| Biography | Holtzberg is a vice president in the investment department at New York Life. She joined New York Life in 1986 and currently heads the fixed-income portfolio-management, public bond trading, and quantitative-analysis groups. Previously, she was a portfolio manager with Helmsley Spear Inc. | ||
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