Greg Jacobs

Pioneer
DISC Type : Isd

Partner, Portfolio Manager at Bay Point Advisors

Marietta, Georgia, United States

Overview

Greg Jacobs is a Partner and Portfolio Manager at Bay Point Advisors with extensive experience in investment grade, high yield, leveraged loans, and private credit. An alumnus of the University of Illinois Gies College of Business, he is involved in all facets of asset management, including security selection, portfolio management, asset allocation, and product development.

Outside of his primary professional focus, he maintains an interest in his undergraduate alma mater, DePauw University. Publicly available information does not offer further details into his personal life or specific hobbies.

He has unique experience managing both long-only and long-short strategies, utilizing cash instruments and derivatives.

Personality Overview

Friendly But Fast

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Private Credit
His current role at Bay Point Advisors and his broader career experience are deeply focused on private credit and specialty financing solutions.
Fixed Income Investing
Previous roles at Longboat Asset Management and TCP Global involved creating and managing fixed income products and solutions for various investors.
Asset Allocation
His background covers all facets of the asset management business, including the strategic discipline of asset allocation across portfolios.

Media Appearances

Greg Jacobs – Partner, Portfolio Manager – Bay Point Advisors (Team Profile). Featured in Bay Point Advisors

See Now

Work History

1-2012
Partner, Portfolio Manager at Bay Point Advisors
4-2011 - 1-2012
Managing Partner at Longboat Asset Management
9-2010 - 4-2011
Managing Director, Head of Alternative Assets at TCP Global Investment Management
4-2010 - 9-2010
Head of Research and Strategy, Corporate Credit and High Yield at Seminole Financial
1-2009 - 3-2010
Individual Investor at Self Employed

Education

1992 - 1994
MBA from Gies College of Business - University of Illinois Urbana-Champaign
1988 - 1992
Bachelor of Arts (B.A.) from DePauw University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Marietta, Georgia, United States Job Level : Middle Designation : Partner, Portfolio Manager at Bay Point Advisors
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • During followups, use calls or text if needed, they should be fine
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Greg

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They are generally fast movers and can take quick decisions
  • Can Greg take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Greg

Personality Compatibility


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