Bay Point Experience and Management Team
The management team of Bay Point Advisors is led by institutionally seasoned portfolio managers, fixed-income analysts, and strategists with 60 plus years of combined experience.
Chairman and Founding Partner
Mr. Kauffmann has over 25 years of experience designing and managing low volatility, income-oriented investment strategies for high net worth and institutional clients. His unique and highly successful value approach to investing has led to his being a frequent commentator for several news organizations, including The Wall Street Journal, Barron’s, Credit Magazine, Financial Advisor, Pensions and Investments, and also a featured speaker at various industry conferences.
Prior to the formation of Bay Point, Mr. Kauffmann led the efforts of Citadel Asset Management, a $20 billion multi-strategy hedge fund based in New York City, to develop traditional fixed income strategies and products. In 1996, Mr. Kauffmann was selected by ING Investment Management to create and launch their flagship Core and Core Plus fixed income strategies. He developed the quantitative relative value framework used to identify value across the fixed income markets—a technique that has grown in popularity and is still in use today.
As Chief Investment Officer of ING Investment Management’s Fixed Income business, he was responsible for the growth of the institutional and mutual fund assets, which exceeded $70 billion at his departure in 2009. Kauffmann consistently achieved top fund rankings and in 2001, he won the Lipper Performance Achievement Award for managing the single best performing Intermediate Bond Fund in the U.S.
Prior to joining ING in 1996, he was a Vice President and senior portfolio manager at Alfa Investments Inc. He began his career in 1986 in the capital markets securities group of Drexel Burnham Lambert.
Jim received his B.S. in industrial management from Purdue University and an M.B.A from Harvard University.
President and Chief Investment Officer
Mr. Andros was, most recently, the founder and Managing General Partner of AH, LLC, a boutique multi-strategy fund for high net worth individuals, fund of funds and family offices. Charles has over 10 years experience as senior strategist, portfolio manager and trader across a variety of investment funds. His market expertise covers equities, preferred stock, fixed income and real property. He has structured over a dozen successful private placement transactions for third party clients in the past five years; in each case he has exited at significantly higher multiples.
Additionally, Charles has over 15 years experience as a senior trader for the proprietary trading firm ETG, LLC, which was later acquired by Ferris Trading Fund, a division of Schonfeld Trading Group. He began his career with IBM and then worked for an independent trader as an analyst at both the Board of Trade and the Chicago Mercantile Exchange. Charles holds a BBA in Economics from the University of Georgia.
Greg Jacobs, CFA
Chief Financial Officer and Head of Credit
Mr. Jacobs has over 20 years of fixed income experience managing High Yield, Core, Core Plus and Absolute Return. Before co-founding Bay Point, Greg was Managing Director, Head of Absolute Return Strategies at TCP Global Investment Management. Previously, Greg was Head of Research and Strategy, Corporate Credit and High Yield at Seminole Financial serving as lead member of research and strategy development. Prior to Seminole, Greg was Vice President, Senior Portfolio Manager at ING Investment Management, where as a member of the corporate credit team, he managed all credit exposure and assisted in developing unique investment strategies. Greg also managed $4 billion in dedicated high yield assets for institutional and insurance clients.
Previously, Greg worked as an investment analyst at Protective Asset Management Company and Equitable Investment Services.
Greg holds a BA in Economics from DePauw University, an MBA from the University of Illinois and holds the Chartered Financial Analyst designation.
Due Diligence & Operations
Bill supports the investment and asset management teams through analytics, modeling, due diligence, and research. He began his career with Marcus and Millichap, a commercial real estate brokerage firm. As a broker, Bill evolved towards a practice of selling non-core assets for institutional real estate owners. In 2004, Bill accepted the position of Acquisitions Director for Highland Equity Group, a business dedicated to single-tenant net-leased arbitrage. After the financial crisis, Bill formed his own commercial real estate brokerage focusing on representing buyers of highly distressed properties. In 2011, seeing a unique value opportunity in commercial assets being sold by credit-oriented sellers, Bill formed a real estate private equity fund, Clifton Property Trust, LLC. The fund acquired and successfully sold over 30 commercial properties. Bill holds a BA from the undergraduate business school at UNC-Chapel Hill.
John concentrates in the areas of business restructuring, creditors' rights, bankruptcy and insolvency law, including insolvency related commercial litigation in both state and federal courts. John represents Bay Point’s interests on matters pertaining to secured lenders, debtors/borrowers, official committees of unsecured creditors, landlords, and other parties in interest in relation to, among other things, bankruptcy cases, receivership litigation, workouts, restructurings and state court foreclosures and confirmation proceedings. John frequently lectures on bankruptcy and commercial litigation topics before bar and trade groups, as well as continuing legal education programs. John holds a BA from the University of the South and a J.D. from The University of Alabama School of Law.
Chandler supports the investment advisor through accounting, portfolio analytics, modeling, and research. He was, most recently, an accounting manager at Trident Fund Services, a global fund administrator. Chandler has more than 7 years’ experience as an accountant, with the last 4 years focused on the private investment fund space. He began his career with Windham Brannon, a regional CPA firm based in Atlanta, GA. Chandler holds a B.S. in Accounting from Oglethorpe University.
Grant is responsible for a broad range of acquisition, financing, and development activities for Bay Point’s investments. He has led more than $100 million in transactions across various sectors and businesses. Prior to his current role, Grant was the President of Cobalt Sports Capital LLC., a privately held, specialty lending platform that delivered customized, short-term credit solutions to small business and entertainment-oriented individuals. Grant established and served as the Director of a Professional Sports Division for the RBC Financial Group headquartered in Atlanta, GA. Prior to entering the financial services industry, Grant spent eight seasons playing professional football in the NFL and the Canadian Football League. After a standout collegiate career, the San Diego Chargers signed him as a free agent. Grant played his collegiate football at the University of the Pacific where he graduated with a Bachelor of Science in Business Administration
Kelsey is responsible for all office administration, IT management, and account support. She is a marketing and operations specialist having gained valuable experience working with the University of Georgia Athletic Association to most recently, managing the licensing programs for the NCAA, College Football Playoff, and college athletic conferences. Kelsey started her professional career with a private family-wealth management firm with over $1 billion in assets under management. During her time at the firm, she specialized in client service support and operations. Most recently, Kelsey managed key accounts at WME/IMG under their collegiate licensing division where she helped spearhead the brand identity transition for the first ever playoff system in college football. Kelsey received a BBA in Marketing and a BS in Sport Management from the University of Georgia.