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DL

David Lloyd

Portfolio Manager at Carlson Capital L P

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Carlson CapitalPortfolio ManagerJan 2003 to Present
Joined as Senior Analyst, promoted to Full PM
Credit SuisseVP M and AJan 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

Aerospace
Aviation
Capital

Others at Carlson Capital L P (9)

NameRoleLocation
C
Chip Fortson
Portfolio ManagerGreenwich, CT , United States
J
Jaril Harsy
TraderSouthlake, TX , United States
M
Morgan Slade
Portfolio ManagerFort Worth, TX , United States
N
Nancy Carlson
PartnerDallas, TX , United States
R
Ronald Buesinger
Portfolio ManagerFairfield, CT , United States
A
Andrew Walker
Senior Equity TraderSouthlake, TX , United States
David Fandrich
David Fandrich
Portfolio ManagerDallas, TX , United States
Jesse Ho
Jesse Ho
Portfolio ManagerNew York, NY , United States
M
Muhammad Ahmed R.
Equity AnalystHouston, TX , United States

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