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Advisor Information for PSOIX

Fund Inception08/29/2014
Name of IssuerPalmer Square Capital Management
Fund Advisor(s)Palmer Square Capital Management LLC
Sub-Advisor(s)--

Fund Managers for PSOIX

Christopher Long
Portfolio Manager since 08/29/2014
Chris Long founded Palmer Square Capital Management, an approximately $36 billion AUM asset manager focused on corporate and structured credit, in June 2009. Currently, he serves as Chairman, CEO and Portfolio Manager. Since inception, Chris has been successful in building one of the premier credit investment firms in the world with an enviable client list that includes not only large institutions and family offices, but also RIAs, bank/trust, and broker-dealers. Prior to starting Palmer Square, Chris built a deep investment background at some of the top financial firms in the world including Morgan Stanley, TH Lee Putnam Ventures, and JPMorgan & Co. Chris’ breadth of investment experience includes hedge fund investing, private equity / venture capital, and finally, investment banking. He received an MBA degree from the Harvard Business School and an AB degree in Economics cum laude from Princeton University. In addition to serving on the Board of Directors of the Greater Kansas City Community Foundation, Chris proudly serves in many roles related to Princeton University including serving on the Alumni Council Executive Committee; Princeton Schools Committee; President Eisgruber’s Advisory Council and also as a member on the Capital Campaign Executive Steering Committee. Finally, Chris is a Princeton Varsity Club lifetime member. In his region of Kansas City, Chris serves as co-chair for the Greater Kansas City Region’s Alumni Schools Committee effort and is vice president of the regional association, PAA of Greater Kansas City. In addition, Chris is on the committee responsible for the KC Princeton Prize in Race Relations. Chris is also a Chair of Special Gifts (20th) – Harvard Business School and is a member of YPO and the Economic Club of Kansas City. Formerly, Chris was appointed by Kansas Governor Sam Brownback and unanimously approved by the Senate to two terms as a Trustee for the Kansas Public Employees Retirement System (KPERS). Chris also formerly served as the Treasurer for the City of Mission Hills, KS. In addition, Chris formerly served as an Investment Committee member - Nelson-Atkins Museum of Art; Board Member - Children’s Mercy Hospital Foundation; Major Gifts Chair (15th) - Harvard Business School; Trustee- St. Paul’s Episcopal Day School; and Ingram's 250 - Most Powerful Business Leaders in Kansas City.
Angie Long
Portfolio Manager since 08/29/2014
Angie K. Long is Chief Investment Officer and one of two Principal Owners for Palmer Square Capital Management, where she has key responsibilities for all investment-related activities. With her leadership, the firm has grown Assets Under Management (AUM) to more than $36.3 billion and has expanded its global presence, notably with the recent establishment of a London office. She is widely regarded as a pioneer in the credit derivatives industry and is credited with creating the HYDI (High Yield Debt Index), the first liquid credit trading index and predecessor to all of today’s indices (the Markit CDX). Additionally, she is one of the architects of the firm’s leadership investment strategy in Collateralized Loan Obligations (CLOs). With more than 95 CLOs issued, including 26 in Europe, Palmer Square is one of only nine CLO managers among 128 with zero downgrades. Additionally, Angie’s vision was behind the firm’s proprietary scoring system to identify and evaluate fund performance in Environmental, Social and Governance (ESG) metrics, with all three European funds ESG compliant. Angie’s career includes experience at JPMorgan Chase & Co. where she was named a Managing Director at age 29 and held many senior roles including Deputy Head of North American Credit Trading, Head of High Yield Trading, and Head of Credit Derivatives Trading. In addition, she worked with the Global Head of Credit Trading to help oversee risk management for the High Yield and High-Grade credit trading books. Angie received an AB degree in Economics from Princeton University and was a member of two National Championship Rugby teams and named an All-American in 1997. Angie has continued her involvement with Princeton as she served on the Women in Leadership Committee of Princeton, founded the Greater Kansas City Princeton Women’s Network (PWN), and is currently serving as Co-Chair for the Princeton Greater Kansas City Region’s Alumni Schools Committee. Angie is a member of the 100 Women in Finance and is a CFA ® charterholder.
Taylor Moore
Portfolio Manager since 12/01/2019
Taylor joined Palmer Square in 2013 and is a member of the firm's structured credit investing team, as well as head of structured credit trading. He is responsible for trading the firms CLO, CMBS, RMBS, and ABS investments. Prior to joining Palmer Square, Taylor worked at JPMorgan Chase & Co. in New York. Taylor was an integral part of the firm’s North American foreign exchange business serving as Associate Product Controller. In particular, Taylor played a key role in all financial operations and management of JPMorgan’s Forward and Spot foreign exchange trading desks. He began his career at JPMorgan as part of the firm’s Corporate Development Program, a two-year selective leadership development program. Prior to JPMorgan Chase & Co., Taylor worked at Frontier Investment Bank, a boutique investment bank based out of Kansas City. Taylor received a BA in Economics from Cornell University. During his time at Cornell, Taylor was a member of four top ten NCAA Wrestling teams and traveled to Beijing in 2008 to represent team USA in the FILA Junior World Championships. He is also a CFA ® charterholder.