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About
David Lloyd is a seasoned investment professional currently serving as Portfolio Manager at Carlson Capital in New York, where he founded and led the firm's Credit, Airlines & Aerospace group for 12 years. In this role, he was responsible for managing a substantial portfolio with peak assets reaching $475 million, focusing primarily on credit strategies related to the aviation and aerospace sectors. His specialized expertise includes secured aircraft financing, structured credit products, and alternative lending, particularly targeting commercial aviation and transportation asset classes.
Prior to his tenure at Carlson Capital, David Lloyd held executive positions in Mergers & Acquisitions at Credit Suisse and Chase Securities, where he developed extensive experience in transaction structuring and cross-border deals. His career demonstrates a consistent focus on asset-backed lending, leveraged finance, and capital solutions within the transportation and aerospace industries.
David Lloyd holds an MBA in Finance from the University of Chicago and a BA in Economics from Trinity College-Hartford, underpinning his analytical approach to complex investment strategies. Throughout his career, he has been recognized for pioneering finance structures in aviation and for his role in building teams dedicated to alternative credit solutions, contributing materially to innovation and growth in the aircraft finance market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carlson Capital | Portfolio Manager | Jan 2003 to Present | Joined as Senior Analyst, promoted to Full PM |
| Credit Suisse | VP M and A | Jan 1998 to Jan 2002 | M&A in Airlines |
Education
University of Chicago
MBA, Finance
1993 — 1995
Trinity College-Hartford
BA, Economics
1984 — 1988
Skills & Expertise
Others at Carlson Capital L P (9)
| Name | Role | Location |
|---|---|---|
C Chip Fortson | Portfolio Manager | Greenwich, CT , United States |
J Jaril Harsy | Trader | Southlake, TX , United States |
M Morgan Slade | Portfolio Manager | Fort Worth, TX , United States |
N Nancy Carlson | Partner | Dallas, TX , United States |
R Ronald Buesinger | Portfolio Manager | Fairfield, CT , United States |
A Andrew Walker | Senior Equity Trader | Southlake, TX , United States |
| Portfolio Manager | Dallas, TX , United States | |
| Portfolio Manager | New York, NY , United States | |
M Muhammad Ahmed R. | Equity Analyst | Houston, TX , United States |
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