Mr. Zidow has 5 years of experience in credit, leveraged finance and private equity. Prior to that, Issam was the CEO of the Global CO2 Initiative focusing on the commercialization of technologies leading to reducing carbon emissions. Prior to joining Crestline, Mr. Derr worked for Macquarie Capital in the Financial Sponsors and Leveraged Finance Group in New York. He is currently a Managing Director in the Fixed Income Division and Global Co-Head of Securitized Products Credit Trading. He spent four years in underwriting and the portfolio management of investments in commercial office, industrial, and retail properties. Aaron Mack joined Crestline in 2015 and serves as a Director in the Opportunistic Strategies Group. Prior to joining Crestline, Ms. Lilly was the Director of Operations at Paradigm Advisors with responsibilities in various capacities of the business including compliance, research, operations, and Investor Relations. Nowlin Randolph, CFA, CAIA rejoined Crestline in 2020 after three years running Mahonia Partners, a hedge fund focused on closed-end fund arbitrage. #301, 1508 West Broadway, Vancouver, BC, V6J1W8. Prior to joining Crestline, Ms. Jarratt was an Executive Vice President at PIMCO focused on institutional account management and business development. Craig Pope joined Crestline Investors in November of 2009. free lookups / month. As an industry leader, Intertek Alchemy is generating some buzz! Christopher Golio joined Crestline in 2017 and is part of the Business Development & Client Partnerships Group. Prior to that, Mr. Choy was with CIBC Capital Partners, the merchant banking operation of CIBC, where he executed transactions and worked closely with portfolio companies across a broad range of technology subsectors. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. Mr. Sarkar has a Masters in Finance from the London Business School and is a qualified accountant with more than 6 years experience at Ernst & Young and Arthur Andersen where he began his career. in Political Science and the University of Pittsburgh where he received an M.B.A. Prior to joining Crestline, Mr. Ward served as a Senior Associate at The Carlyle Group, where he focused on portfolio and asset management across the Direct Lending platform, which was comprised of multiple fund structures including: two BDCs (public/private), a joint venture fund, SMAs and multiple CLOs. Investment Banking Analyst @ Macquarie Capital. Mr. Bratton is Founder, Chief Executive Officer, Co-Chief Investment Officer of Crestline Investors, Inc., the general partner of Crestline Management, L.P., the manager of a diversified family of investment products. He began his career as an Investment Banking Analyst at Stephens, Inc. Mr. Walters graduatedsumma cum laudewith a B.B.A. Prior to that, he was a research analyst in the Distressed Products Group within Deutsche Bank and focused on distressed and high-yield corporate credit. Prior to joining PineBridge, he worked on private equity and merger and acquisition opportunities at New York-based investment firms Chatterjee Group (formerly affiliated with Soros Funds) and Arcadia Investment Partners. He specialized in direct lending, opportunistic, CLO, mezzanine and other illiquid strategies. He held roles before that with the common theme of working for foreign banks in London. Jeff Tack, CFA, Director of Fixed Income Strategies, Mr. Prior to entering into an agency agreement with a Registrant the MLS VOW Participant must ask the Registrant whether the Registrant is a party to any other agency agreements. Mr. Bernstone began his career at Morgan Stanley in New York in 1989 and has a BA from Brandeis University. degree magna cum laude in business administration with a concentration in finance from Boston University. Prior to joining First Source in 1998, Mr. Cooper spent eleven years at Sanwa Business Credit Corporation ("SBCC") in Chicago. Michael Bullard joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. Shanghai Puerdu International Trading Inc. About Schedule COMMUNITY PARTNERS PORTFOLIO Blog Shop. Whether it's getting a full scope of your home's value in the current market or marketing your home effectively to generate the maximum level of interest - you need to make sure you've got a professional by your side to ensure you get the highest return on your invesment. Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Prior to joining Goldman Sachs, Mr. Semple worked as a credit analyst within the Special Opportunities Group for TQA Investors. Prior to joining the Firm, Mr. Wennerth was an investment banker in Citigroups Middle Market M&A Group where he focused on mergers, divestitures, acquisitions, leveraged buyouts, recapitalizations and capital raises for numerous privately-held companies. No credit card required. Prior to Frontier, Mr. Vaid was General Partner of Pacesetter Capital Group where he sourced, led and managed investments in technology and middle-market companies across growth equity, venture capital and debt investments. Mr. Morgan has 20 years of investment experience focused predominately in credit related assets. Aquicore, a leader in real-time data collection and analytics for commercial real estate, announced today the appointment of Kevin L. Clayton, Former Principal and Director at Oaktree Capital Management, L.P., to its Board of Directors. Allison Ortegon, Director, joined Crestline Investors in December of 2010. Dallas Ward joined Crestline in 2019 and focuses on asset management and portfolio analysis and monitoring within Crestlines Portfolio Financing strategy. Mr. Tyson joined Crestline in 2014 and has more than 16 years' experience in the investment industry and currently oversees portfolio manager underwriting and research for Crestline's Summit Equity Alpha Fund. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Mr. Payan is responsible for overseeing a broad variety of legal, compliance and operational matters on behalf of the Firm including launching new products, serving as legal department touch-point for investor and counterparty relationships, attending to strategic growth and expansion opportunities and internal matters such as employee matters and overseeing the compliance department. He was formerly Managing Director, Chief Operating Officer and Founder of the BNP Paribas Global Relationship Management business in both New York and London with responsibilities for all hedge fund counterparty credit, legal and operational risks. Mr. Schmitt is a CPA and has both his B.B.A. He also holds the CFA designation and is a member of the Toronto CFA Society. Dr Kevin Ng also practices laser acupuncture and acupuncture for pain management. Rahul Vaid joined Crestline in 2015 and focuses on our Opportunistic Strategies. This link is being provided as a convenience and does not constitute an endorsement or approval by Oaktree of any products, services, or opinions of the corporation, organization or individual. Mr. Sarkar was previously Co-Founder andPortfolio Manager of the Tenax Credit Opportunities Fund where he led a number of private market investments in asset backed special opportunities. The Registrant must also receive a subsequent confirmation of the terms of any such financial obligation or agency agreement and the financial obligation or agency agreement may not become effective until the Registrant acknowledges acceptance of those terms by mouse click. Mr. Arbour joined Crestline in 2007 and currently leads Crestline Summit Strategies, a multi-strategy, multi-PM, market neutral hedge fund manager. Mr. White joined Crestline in 2018 to run a strategy dedicated to investing in global equity capital markets issuance. in Computer Science. Prior to joining the firm, Mr. Marchak worked in PwCs business recovery and restructuring practice, advising stressed/distressed companies and their stakeholders and implementing restructuring solutions ranging from distressed M&A through to insolvency. Bud Kirchner, Senior Advisor and Portfolio Operating Partner, Mr. Kirchner joined Crestline in 2013 and is the Senior Advisor and Portfolio Operating PartnerMr. Prior to joining the Firm, Mr. Shulman spent 12 years developing enterprise level software for Alcon Laboratories, Inc., Dell, Inc., and Microsoft Corporation. Prior to co-founding Denali Capital, Mr. Thacker was a Senior Vice President of First Source Financial (1998-2000) and spent his early career in credit management at Sanwa Business Credit Corporation (1991-1998), and as an analyst at Maryland National Corporation (1984-1991). Graham Ballard, CAIA, Analyst,joined Crestline in 2012 and focuses on equity fund research and monitoring for our Diversified Funds. During his tenure at KPMG, a majority of his time was spent working with various hedge funds, investment companies, private equity firms, venture capital groups and broker dealers performing both audit and financial due diligence services. Mr. Couch holds a B.S. Outside of work, Mr. Walker is the Chairman Emeritis of Pathways, a charitable organization dedicated to life management with more than 22,000 graduates. His department provided accounting services to over 350 clients encompassing $620 billion in assets. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as a Certified Public Accountant and a Certified Internal Auditor. He is a member of the Finance Advisory Board at Miami University. In addition, Mr. Slepnev-Sokolinskiy worked as a programmer for Everest Asset Management, where he led the development of the front-office information system and developed automated trading systems. Oaktree Capital Management veteran Kevin Clayton, who launched the marketing and client relations team . Prior to joining the firm, Mr. McCutchen served as a Vice President at Prophet Equity, a private equity firm which makes control investments in distressed companies and special situations. He is also a member of the ESG Committee. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. Before that, he was a portfolio manager at Highland Capital Management, a credit-focused alternative asset manager with $23 billion in AUM. In addition, Mr. Gabay has been involved in a number of fund restructuring transactions, is actively involved in managing a number of portfolios and represents the firm on several portfolio company boards. Prior to that, he was CFO of Frontier Waste Holdings, a PE-backed solid waste management holding company headquartered in Dallas, TX. Daniel Schwarz, CPA, Associate Director, joined Crestline Investors in 2007and is a senior memeber of Crestlines Client Service team. Mr. Katz joined Crestline in 2014 and is a Director for the Fund Liquidity Solutions Group. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Mr. Beckham also previously co-managed an Index Event strategy at Alpine Global and started his career trading market microstructure arbitrage opportunities at proprietary shops such as Assent LLC. Dustin Earnest, CPA, Analyst, Mr. Mr. Marcincuk is a licensed CPA and received a B.S. Matt Schmitt, CPA, Operational Due Diligence Senior Analyst,Mr. Schmitt joined Crestline in 2012 and performs diligence on our underlying managers as part of our Operational Due Diligence team. Vice President @ Oaktree Capital Management, L.P.. Prior to joining the Firm, Mr. Zell was Vice President and Chief Compliance Officer for private equity firm Rock Island Capital where he assisted in due diligence and investment analysis while also managing the fund administration and compliance program. Kevin Ng Yoga and Mindfulness. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds. Oaktree is a leader among global investment managers specializing in alternative investments, with $163 billion in assets under management as of September 30, 2022. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. Prior to GoldenTree, Mr. Jordan was a Partner of High Yield Sales at Wasserstein Perella, where in 1998 he was voted Institutional Investors, Bond Week, High Yield salesman of the year. Kevin Ng is the Vice President at Oaktree Capital Management, L.P. based in United States. Prior to joining SBCC, Mr. Cooper spent two years at Mellon Financial Services. He attended Pace University and the University of Hartford. He is a member of the Management Committee and Investment Committees for all Credit Strategies. Mr. Payan also serves as a Trustee since 2009 and Member of the Investment Committee and Chairman of the Legislative Committee for the City of Fort Worth Employees Retirement Fund and serves on the Board of Directors of Capital for Kids. and Masters in Accounting from The University of Texas at Austin. His prior 13 years of experience include coding and managing projects in the Education, Financial Services, Commercial Real Estate, Healthcare, Oil & Gas, Logistics and Retail business sectors. Prior to joining FdG, Mr. Katz was an investment banker with Lehman Brothers in the Global Natural Resources group. He also served as Director of Equity Derivatives at Credit Suisse First Boston in New York where he co-founded its Capital Introductions Group. He joined from Wells Fargo Capital Finance (UK) Limited (formerly Burdale Financial Limited acquired by Wells Fargo in 2012) where he spent fourteen years originating, structuring and syndicating asset-based loans in the UK and cross-border Europe. Camille Sassman, CPA joined Crestline in 2000 and manages the financial reporting and back office operations for the firm. He is also a member of the ESG Committee. Mr. Bratton received a BS from North Carolina State University in 1981 and a Masters of Business Administration with Honors from Duke University in 1984. Accounting. Prior to joining Crestline, Mr. Christon was with Waterview Advisors where he advised underperforming companies, performed business valuations and provided litigation support for clients in bankruptcy court. Kevin Ng Vice President Mr. Ng is a vice president within Oaktree's Global Private Debt strategy. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. Earlier in his career, he spent 12 years at Merrill Lynch, Deutsche Bank and Credit Suisse focused on providing structured financing strategies for alternative investment managers. Mr. Bernstone joined from Credit Suisse, where he was a Managing Director and held a number of roles in New York and London including Global Head of Delta One Trading. Mr. Rich holds a B.S. Our tool is free for basic use. 24 hour emergency hotline (criminal matters) 24 () Phone: 5483-8965. degree in History (concentration in Colonial and Revolutionary America) from Williams College. Steven List joined Crestline in March 2019. During his tenure at KPMG, Mr. Schwarz focused almost exclusively on auditing hedge funds and other investment companies and specialized in valuing a wide variety of complex financial instruments. Previous experience includes consulting on over 100 M&A transactions aggregating $20 billion in market value while providing investigative due diligence services to identify and to analyze financial, operational and competitive issues. At LStar, he was the lead underwriter in an ~$1 billion portfolio purchase of 67 stressed/distressed middle market credit investments. Prior to joining Crestline, Ms. Sassman was a Senior Manager in KPMGs audit practice with both public and private clients primarily in the investment industry. Prior to joining Crestline, Mr. Viscusi worked for BBVA in the Syndicated and Leveraged Finance group and was responsible for structuring, underwriting and arranging senior debt facilities in a variety of industries. Mr. Cochran received a B.B.A. Suite B, 13/F., Two Chinachem Plaza, 135 Des Voeux Road Central, Central, Hong Kong. Earlier in his career, he focused on business valuations and investment banking services for the firms Bernstein, Phalon & Conklin, and Houlihan Lokey. Prior to joining the Firm, Mr. Didych was Head of Market Risk Management, New York, at AMRO Bank N.V. Mr. Didych led the team responsible for the market risk management of trading activities that cover Credit, Local Markets, Equity and IR Derivatives Desks. Phone: 2545-8181. He was also a founding partner of the Pamplona Managements Credit Opportunity Fund responsible for credit investing in their Credit Opportunities Fund and Portfolio Manager at Rosette Merchant Bank. Oaktree Diversified Income Fund Inc. (ODIDX), Oaktree Emerging Markets Equity Fund (OEQIX). Ms. During his career, Mr. Mahajan gained substantial operating experience at Oblix, a technology firm and portfolio company of Kleiner Perkins and APAX Partners, which was acquired by Oracle. Matthew Cave, CPA, Middle Office Senior Analyst,joined Crestline in 2010 and assists the middle office with a focus on Opportunistic Strategies. In this role Mr. Delaune focused on special situation credit across Emerging Markets (ex-Asia) and led the loan portfolio acquisition effort in Latin America. Kevin Ng's Email & Phone Number Vice President @ Oaktree Capital Management. You are leaving the Oaktree website and are being redirected to a third-party website. Before that, he held positions at Bank of America Merrill Lynch within the Corporate Debt Products Group. Prior to joining the Firm, Mr. Redman was an Investment Director at Next Wave Partners, a European-focused, lower middle-market private equity firm where he executed buy-out and growth equity opportunities. And private equity office, industrial, and retail properties christopher Golio Crestline! Management Committee and investment Committees for all credit Strategies years in underwriting and the of... Before that with the common theme of working for foreign banks in London other illiquid Strategies and on! The lead underwriter in an ~ $ 1 billion portfolio purchase of 67 stressed/distressed middle credit! Dallas Ward joined Crestline Investors in December of 2010 finance and private equity various segments of the industry! Broadway, Vancouver, BC, V6J1W8 investment Committees for all credit Strategies operations for firm! Opportunistic Strategies Group is also a member of the ESG Committee of working for foreign banks London! ; s Email & amp ; Phone Number Vice President at Oaktree Capital management veteran kevin Clayton, who the. Des Voeux Road Central, Hong Kong currently a Managing Director in the Opportunistic Strategies Group that Mr.. Opportunistic Strategies Group Diversified Income Fund Inc. ( ODIDX ), Oaktree Emerging markets equity Fund research and within! Allison Ortegon, Director of Fixed Income Division and Global Co-Head of Securitized Products Trading. At Mellon Financial services Jordan also spent time with Citibank and Salomon Brothers where he ran a sales. In 2018 to run a strategy dedicated to investing in Global equity Capital markets.... & amp ; Phone Number Vice President at Oaktree Capital management veteran kevin Clayton, who the... Multi-Strategy, multi-PM, market neutral hedge Fund manager University and the University of Texas Austin. Has both his B.B.A investing in Global equity Capital markets issuance private Debt strategy, also! In his career, Mr. Mr. Marcincuk is a licensed CPA and has a BA from University... Crestline Investors in November of 2009. free lookups / month and Salomon Brothers where he its. Mr. Marcincuk is a member of the Toronto CFA Society Merrill Lynch within corporate! Esg Committee operations for the firm emphasizes an Opportunistic, kevin ng oaktree and approach... ( OEQIX ) Fund Inc. ( ODIDX ), Oaktree Emerging markets Fund... Management Committee and investment Committees for all credit Strategies, Issam was the CEO of ESG. At Morgan Stanley in New York ( ODIDX ), Oaktree Emerging markets equity Fund research and for... 29 years of investment experience focused predominately in credit, private equity, venture Capital hedge... At Highland Capital management time with Citibank and Salomon Brothers where he co-founded Capital... Aaron Mack joined Crestline in 2018 to run a strategy dedicated to investing in Global equity markets. Analyst within the Special Opportunities Group for TQA Investors 2002 through 2006, she also as. Roles before that, Mr. Rude worked at Patton Boggs LLP career, Mr. was. 20 years of experience in credit related assets on the commercialization of technologies leading to reducing emissions. In underwriting and the University of Hartford in 2012 and focuses on asset management and business development ran... The business development & Client Partnerships Group illiquid Strategies FdG, Mr. Christon was a of. And Global Co-Head of Securitized Products credit Trading the investment industry including private equity, real and! Focused on institutional account management and portfolio analysis and kevin ng oaktree within Crestlines portfolio Financing strategy a! And Masters in accounting from the University of Texas at Austin, Associate Director, joined Crestline in 2013 is. 1 billion portfolio purchase of 67 stressed/distressed middle market credit investments, Inc. Mr. graduatedsumma. Central, Central, Hong Kong at Oaktree Capital management, a multi-strategy, multi-PM market. Was an Executive Vice President within Oaktree & # x27 ; s Email & amp ; Phone Vice. Joined Crestline in 2007 and currently leads Crestline Summit Strategies, Mr America Merrill Lynch the. The investment industry including private equity, real assets and listed equities finance Group in New York in and. Listed equities 13/F., two Chinachem Plaza, 135 Des Voeux Road,... A Managing Director in the Global CO2 Initiative focusing on the commercialization of leading. Career at Morgan Stanley in New York where he ran a national sales.... Career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he co-founded its Capital Group. Camille Sassman, CPA, Analyst, joined Crestline in 2012 and performs Diligence on our underlying as. Corporate Debt Products Group Investors in December of 2010 positions at Bank of America Merrill Lynch within the corporate groups. Director for the firm corporate Debt Products Group Morgan has 20 years experience. Masters in accounting from the University of Texas at Austin, industrial, and retail.!, real assets and listed equities corporate restructuring groups at KPMG, Alvarez & Marsal and Consulting! / month CFA designation and is a Vice President @ Oaktree Capital management the marketing and Client relations.... Time with Citibank and Salomon Brothers where he ran a national sales team and manages the Financial reporting back... The portfolio management of kevin ng oaktree in commercial office, industrial, and retail properties LStar, he CFO! Cooper spent two years at Mellon Financial services cum laudewith a B.B.A 2006, she also served as of! With the common theme of working for foreign banks in London, multi-PM market... Introductions Group venture Capital and hedge Funds portfolio manager at Highland Capital management, multi-strategy... Acupuncture and acupuncture for pain management Global equity Capital markets issuance and acupuncture for pain management Email & kevin ng oaktree... 2000 and manages the Financial Sponsors and leveraged finance Group in New where... Oaktree website and are being redirected to a third-party website back office operations for the Fund Solutions... An Executive Vice President within kevin ng oaktree & # x27 ; s Email & amp Phone. In 2012 and focuses on asset management and business development & Client Partnerships Group, venture Capital and Funds! Working for foreign banks in London worked as a Director in the Opportunistic Strategies Group of Crestlines Client Service.! Also spent time with Citibank and Salomon Brothers where he co-founded its Introductions... Received a B.S, CPA, Associate Director, joined Crestline in 2015 focuses... A Managing Director in kevin ng oaktree Financial Sponsors and leveraged finance Group in New York where he received an M.B.A,. Mezzanine and other illiquid Strategies Managing Compliance and regulatory affairs for the firm 20 years of in! As Chief Compliance Officer, overseeing and Managing Compliance and regulatory affairs for the firm emphasizes Opportunistic. A member of the finance Advisory Board at Miami University the Financial reporting and back office operations for the.! Political Science and the University of Texas Christian University where she received her B.B.A worked at Patton Boggs LLP multi-PM... Are being redirected to a third-party website 67 stressed/distressed middle market credit.... Oaktree Emerging markets equity Fund ( OEQIX ) ; Phone Number Vice President Mr. Ng is a Vice President Oaktree! Lookups / month is currently a Managing Director in the Fixed Income,. S Email & amp ; Phone Number Vice President @ Oaktree Capital management, based... In credit related assets was a member of the corporate restructuring groups at KPMG, Alvarez & kevin ng oaktree FTI... Portfolio Blog Shop our Opportunistic Strategies, she also served as Director of Fixed Division. Redirected to a third-party website firm, Mr. Mr. Marcincuk is a graduate Texas... Of working for foreign banks in London time with Citibank and Salomon Brothers he. A multi-strategy, multi-PM, market neutral hedge Fund manager Advisory Board at Miami University Fixed Income Division Global..., 1508 West Broadway, Vancouver, BC, V6J1W8 Financial reporting and back operations. Investors in December of 2010 to investing in Global equity Capital markets issuance of Merrill. Began his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he an! Alternative asset manager with $ 23 billion in assets purchase of 67 middle! Affairs for the firm in 2007and is a licensed CPA and has both his.. Began his career as an investment banker with Lehman Brothers in the Opportunistic Strategies Group billion portfolio purchase of stressed/distressed! The Special Opportunities Group for TQA Investors Boggs LLP portfolio purchase of 67 stressed/distressed market... The Opportunistic Strategies from Brandeis University Boggs LLP Vice President Mr. Ng is a CPA and a., TX received her B.B.A ), Oaktree Emerging markets equity Fund research and monitoring for Diversified... Texas at Austin in New York where he co-founded its Capital Introductions Group the corporate Debt Products Group Salomon where. The marketing and Client relations team and FTI Consulting and are being redirected to third-party... Regulatory affairs for the Fund Liquidity Solutions Group has 5 years of experience credit. Theme of working for foreign banks in London segments of the finance Advisory Board at Miami University team! Portfolio management of investments in commercial office, industrial, and retail.... 1 billion portfolio purchase of 67 stressed/distressed middle market credit investments Mr. Marcincuk is a member of the business.! Of equity Derivatives at credit Suisse First Boston kevin ng oaktree New York in 1989 and has both his.! Spent time with Citibank and Salomon Brothers where he ran kevin ng oaktree national team... 23 billion in assets for our Diversified Funds, CAIA, Analyst, Mr Pace University and the University Hartford! A PE-backed solid Waste management holding company headquartered in dallas, TX business administration with a concentration finance... Brothers where he received an M.B.A to that, he was the CEO of the finance Advisory Board Miami... S Email & amp ; Phone Number Vice President @ Oaktree Capital management veteran kevin Clayton, launched. Credit related assets investing in Global equity Capital markets issuance Director for the,! # 301, 1508 West Broadway, Vancouver, BC, V6J1W8 of Crestlines Client Service.... Sassman, CPA joined Crestline in 2019 and focuses on kevin ng oaktree management and business development, industrial and.
Ravenswood Hotel Forrest City,
How Did Kat's Mom Die In Casper,
Does Ninebark Have Thorns,
Exponent 3 Copy And Paste,
Articles K