Armored Wolf Leadership

John Brynjolfsson, CFA
Managing Director

Mr. Brynjolfsson John.Brynjolfsson@ArmoredWolf.com oversees all investment activity at Armored Wolf. He is an expert in the area of managing alternative real assets; and his experience includes commodities, global inflation-linked bonds, event-linked catastrophe bonds, asset allocation and risk management.

A popular and provocative communicator, Mr. Brynjolfsson is a frequent guest on CNBC, Bloomberg TV and PBS’s Wealth Track; has been quoted in The New York Times and the Wall Street Journal and featured in Fortune; is a member of industry advisory committees; and has testified before the House Financial Services Committee as an expert on catastrophic risk transfer.

Mr. Brynjolfsson is co-author of Inflation-Protection Bonds and co-editor of The Handbook of Inflation-Indexed Bonds. He has 19 years of investment experience and holds a bachelor’s degree in physics and mathematics from Columbia College and a master’s degree in finance and economics from the MIT Sloan School of Management.

PROFESSIONAL HIGHLIGHTS:

During Mr. Brynjolfsson’s 19-year tenure at PIMCO, he launched and grew the Real Return platform from $0 to $80 billion in third-party assets, including launching and managing PIMCO’s second, third, and fourth largest public funds. He provided leadership for asset allocation, risk management and consulting functions.

Brynjolfsson is Brynjólfur, or Brynjúlfur, in Icelandic

made of brynj-, from brynja ‘coat of mail, armor’ and

úlfur (-ólfur) ‘wolf’. The meaning of this compound

name is therefore ‘Armored Wolf’

Mohan Phansalkar, Esq.
Managing Director

Mohan Phansalkar

Mr. Phansalkar is responsible for all business, legal and compliance matters. Previously he was a Managing Director and Chief Legal Officer of PIMCO, where he oversaw in house and outside attorneys; ensured regulatory conformity and avoidance of legal problems; advised senior management; handled wide variety of other corporate legal issues; and supervised all aspects of the compliance department. Prior to that he was Associate General Counsel for Trust Company of the West, and an Associate at Sullivan & Cromwell where he successfully represented a diverse clientele in a vast array of corporate matters.

PROFESSIONAL HIGHLIGHTS:

Managed all corporate legal affairs

Supervised 11 in-house lawyers, 90 legal and compliance support staff, and hiring of outside counsel

Oversaw SEC filings, state filings, and corporate regulatory compliance

Counseled CIO, CEO and Executive Committee on legal and compliance matters

Navigated extensive State and Federal regulatory and enforcement scrutiny for PIMCO

Worked on structuring Trust Company of the West’s successful acquisition of Crescent Capital.

Tim Alford
Managing Director

Tim Alford

Mr. Alford is Armored Wolf's Head Trader and a member of the Investment Committee. As a member of the Investment Committee he is one of three investment professionals responsible for generating the firm’s macro views, implementing the directional macro overlay and allocating capital to the individual sectors. In his role as Head Trader, Mr. Alford focuses on emerging market currencies and investment idea implementation across each of the sectors.
Prior to joining Armored Wolf, Mr. Alford was Head Trader, Portfolio Manager,
and one of 3 members of the Investment Committee with Clarium Capital Management, a global macro hedge fund that grew from $2 billion to $5 billion during his tenure.

PROFESSIONAL HIGHLIGHTS:

Managed execution for leveraged $5 billion fund across multiple asset classes.
Oversaw 13 traders and portfolio managers.
Managed global macro portfolios ranging from $25 to $100 million.
Assisted in development of trading and risk management systems.

Mitch Wilner
Managing Director

Mitch Wilner

Mr. Wilner is the lead Portfolio Manager in the high yield department at Armored Wolf. Prior to joining Armored Wolf Mitch served as Managing Director and Portfolio Manager at Deerfield Capital where he also focused on high yield trading and portfolio management. Mitch has also been a Senior Vice President at PIMCO where his primary responsibilities included trading and portfolio management for high yield investments, a Director and Senior high yield trader at North Western Mutual Insurance, and a Vice President at Deutsche Bank-Scudder Investments. Mitch has been involved in trading and portfolio management, mainly in the high yield sector, for nearly 20 years. He earned his MBA from Loyola University Graduate School of Business in Chicago and his BS from the University of Illinois where he graduated with honors from The College of Commerce and Business Administration.

PROFESSIONAL HIGHLIGHTS:

Managing Director and Portfolio Manager at Deerfield Capital, LLC.

Senior Vice President at PIMCO where he oversaw the trading and Portfolio management for high yield investments

Director and Senior high yield trader at North Western Mutual Insurance

Vice President at Deutsche Bank-Scudder Investments

Masters of Business Administration, Loyola University Graduate School of Business, Chicago

Doug Metcalf
Portfolio Manager

Mr. Metcalf is Armored Wolf’s emerging market portfolio manager, responsible for the day-to-day management of the EM bond allocation. He joined Armored Wolf from Seagate Global Financial Services where he worked as their emerging markets portfolio manager and managed the emerging market component of the firm’s hedge fund, SeaMax Partners Fund. Mr. Metcalf has spent the majority of his 38 year career in portfolio management, initially in corporate bonds but then transitioning to focus on emerging markets since 1990. He is a seasoned professional with both long-only and hedge fund management experience.

PROFESSIONAL HIGHLIGHTS:

Emerging Market Fixed Income & Client Portfolio Manager, Seagate Global Financial Services
Managing Director of Emerging Market Fixed Income, Nomura Corporate Research and Asset Management
Managing Director of Emerging Market Fixed Income & Corporate Bonds, Trust Company of the West

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