Brad Beman

Chief Investment Officer at Tortoise Credit Strategies LLC

Brad Beman

Brad Beman

Chief Investment Officer at Tortoise Credit Strategies LLC

Overview
Career Highlights

Tortoise Credit Strategies LLC
Aegon USA Investment Management LLC

RelSci Relationships

449

Number of Boards

1

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Brad Beman likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Tortoise Capital Advisors LLC

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Senior Managing Director & Chief Operating Officer at Tortoise Capital Advisors LLC

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Senior Managing Director & Chief Strategy Officer at Tortoise Capital Advisors LLC

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Director & Senior Portfolio Manager, Investment Grade Credit at Tortoise Credit Strategies LLC

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President at Tortoise Midstream Energy Fund, Inc

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President & Director at Tortoise Investments LLC

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Chief Compliance Officer at Tortoise Index Solutions LLC

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Managing Director & Chief Marketing Officer at Tortoise Investments LLC

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Director & Senior Portfolio Manager-Securitized at Tortoise Credit Strategies LLC

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Director & Senior Portfolio Manager, International Credit at Tortoise Credit Strategies LLC

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Brad Beman
Chief Investment Officer at Tortoise Credit Strategies LLC
Education
BA

The University of Northern Iowa in Cedar Falls, Iowa, aims to provide students with an education that focuses on history, culture, and technology. It offers pre-professional programs, graduate and undergraduate degrees, and teacher preparation programs, all the while conducting ongoing research to strengthen the social, cultural, educational, and economic development of Iowa and the nation at large. To highlight this commitment, the university offers a wide variety of outreach and partnership programs. Whether you’re seeking resources for business and economic development, looking to join science, music, or language camps, or are simply interested in lifelong learning, the University of Northern Iowa has you covered. A number of museums are featured at the university, including the UNI Gallery of Art and University Museum. In addition, the Strayer-Wood Theatre, Gallagher-Bluedorn Performing Arts Center and more are available resources to enhance college life. Academics at the university include more than 120 undergraduate degrees in diverse categories like: * Art, Design, and Music * Business * Communications and Media * Computers, Technology, and Industry * Health, Medical, and Social Service * Human Behavior and Culture * Language and International Studies * Politics and Government On-campus housing and meal plans are available, but not required for incoming students. Admissions are determined based on ACT scores, class rank, GPA and other factors for entering freshmen. Financial aid is available to eligible students through the FAFSA or through a number of UNI scholarships.

MBA

The Tippie College of Business at The University of Iowa, established as the College of Commerce in 1921, is one of the oldest and top ranked business schools in the United States. The College was the first academic division at the University of Iowa to be named for an alumnus, Henry B. Tippie, a 1949 accounting graduate from Belle Plaine, Iowa. The College is housed in the Pappajohn Business Building in Iowa City, named for Des Moines venture capitalist John Pappajohn, a 1952 graduate of the College.

Career History
Managing Director & Chief Investment Officer-Credit
Current

Tortoise Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS.

Chief Investment Officer
2015 - Current

Tortoise Credit Strategies' non-municipals strategies are constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. Their primary strategy involves overweighting and underweighting sectors consistent with a particulareconomic business cycle phase. The decision to avoid sectors that may be overvalued or may have poor credit fundamentals is as important as selection and rotation of sectors that may have favorable credit and valuation trends. Tortoise Credit Strategies' opportunistic approach emphasizes the utilization of traditional fixed income instruments within the various sectors of the bond market.The firm's primary municipals strategy focuses on non-profit essential social and public service providers that operate similarly to for-profit companies with essential assets such as educational facilities, healthcare facilities, housing and infrastructure. Tortoise Credit Strategies utilizes both a top-down and bottom-up investment process which includes an evaluation of fundamentals, technicals, and valuations. Their primary investment strategy is fundamentals-based, long-only, with an emphasis on managing risk. However, Tortoise Credit Strategies' investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis.

Lead Portfolio Manager for Public High Yield Portfolios
2011 - 2015

AUIM believes that the recognition of the asymmetrical nature of risk in the securities market, strong risk management, a long-term perspective and balancing top-down macroeconomic analysis with proprietary bottom-up research as appropriate to the individual strategy are the key success factors to strong investment performance over the long-term. For most AUIM fundamental fixed income strategies, the investment process combines top-down macroeconomic outlooks with bottom-up credit research in a procedure overlaid with risk monitoring and risk management. This process emphasizes consistent research and analysis of fundamentals, sentiment and positioning, technical and valuation at multiple stages: top-down analysis; and sector and security-level idea generation. The firm's investment process seeks to balance top-down macroeconomic analysis with proprietary bottom-up research as appropriate for the individual strategy.

Awards & Honors
CFA (Chartered Financial Analyst)
CPA (Certified Public Accountant)
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