About
James Waldeck is Managing Director at Arena Capital Advisors, LLC, an independent investment management firm based in Los Angeles, California. In this role, he oversees investment research, portfolio management, and client relations, focusing on generating attractive risk-adjusted returns with an emphasis on capital preservation and lower volatility. He is a senior member of the firm's leadership team, contributing to its reputation for expertise in sophisticated fixed income strategies.
Waldeck specializes specifically in fixed income, with a primary focus on high yield and leveraged loan markets. Arena Capital Advisors is recognized for its work in short-duration credit, high yield instruments, and opportunistic strategies within the fixed income universe, underlining his deep expertise in these asset classes.
James Waldeck's career spans roles as a Summer Analyst at Carlson Capital, L.P. and Analyst at Apollo Management before joining Arena Capital Advisors in 2014. He holds an MBA from The Wharton School and a BBA in Finance from the University of Michigan - Ross School of Business, and attended Harvard-Westlake School, providing him with a strong foundation in finance and investment analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Arena Capital Advisors, LLC | Managing Director | Nov 2014 to Present | — |
| Carlson Capital, L.P. | Summer Analyst | Jun 2013 to Aug 2013 | — |
| Apollo Management | Analyst | Dec 2009 to Jul 2012 | — |
| Hypo Real Estate Group | Associate | Jul 2006 to Dec 2009 | — |
Education
The Wharton School
Master of Business Administration
2012 — 2014
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Finance
2003 — 2006
Harvard - Westlake School
Others at Arena Capital Advisors, Llc- Ca (5)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Los Angeles, CA , United States |
 | Senior Managing Director | Los Angeles, CA , United States |
 | Managing Director | Los Angeles, CA , United States |
S Sanije Perrett | President and Founding Partner | Santa Monica, CA , United States |
 | Investment Associate | Los Angeles, CA , United States |
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