Jordan Smith, Director of Operations, Crestline Summit, joined Crestline in 2022 and is the Director of Operations for the Crestline Summit 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. While at Crestline, he has also held the titles of CFO and CCO at various points in his career. . in Computer Science. Mr. Norton holds an MBA from Cranfield School of Management, a BSc from Imperial College, London and began his professional career as a graduate engineer at Rolls-Royce plc. He began his professional career at JP Morgan in New York in 1989. Mr. This has given him extensive experience in all aspects of family care. If you disagree with any part of these terms and conditions, please do not use our website. (f) the MLS VOW Participant has sent an e-mail to the Registrant at the e-mail address described in (b) above confirming the user name and password and the Registrant has acknowledged receipt of the e-mail by mouse-clicking an acknowledgment of receipt displayed in the e-mail; and He is the Chair of the Investment and Management Committees. Kevin's passion for exploring the relevant functions of non-coding RNAs such as miRNAs, piRNAs, and lncRNAs has followed . He holds an MBA from Harvard Business School, an MA from Oxford University, was an Associate at McKinsey and Company and served as a Tank Troop Leader in the British Army in Germany. GetEmail.io is a fabulous tool that allows you to find any professional email address in seconds. in Applied Mathematics and Physics from the Moscow Institute of Physics and Technology. Kevin Ng Yoga and Mindfulness. He received his BBA in Finance and Masters in Accounting at The University of Texas at Austin. You are leaving the Oaktree website and are being redirected to a third-party website. David S. Finch, CFA, joined Crestline in 2009 from Northwater where he directed the hedge fund investment teams in Toronto and New York. Robert Zell, CPA, Associate Director of Operational Due Diligence, joined Crestline Investors in 2013 and leads the firms operational due diligence efforts for its Opportunity and Recovery funds. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. He also holds the CFA designation and is a member of the Toronto CFA Society. As an industry leader, Intertek Alchemy is generating some buzz! Mr. Rich holds a B.S. (KPMG). Ms. Roberts leads the Compliance Committee. He is responsible for ensuring the firm has the best talent in place at the right time, and for the creation and administration of programs that ensure Crestlines HR practices, public relations efforts, culture, facilities, and work environment fully support the objectives of the firm. His department provided accounting services to over 350 clients encompassing $620 billion in assets. in Finance and minor in Psychology. Prior to joining Crestline, Mr. Golio was a Partner for Constellation Associates providing private credit third party institutional marketing services primarily to direct lending and opportunistic managers. In addition, he aggregated risk across the various products and trading desks to assess broader portfolio risks. Previous experience includes financial positions with Institutional Shareholder Services and Artesia Technologies, both were portfolio companies of private equity firm Warburg Pincus. No credit card required. Matthew Cave, CPA, Middle Office Senior Analyst,joined Crestline in 2010 and assists the middle office with a focus on Opportunistic Strategies. Oaktree Capital Management, L.P., +4 more University of California, Berkeley . To help you realize your best self . Mr. Derr has 13 years of experience in investment banking, debt capital markets and credit underwriting. Mr. Ramirez also worked at the Archon Group a real estate investment and mortgage loan company. Prior to joining Crestline, Ms. Jarratt was an Executive Vice President at PIMCO focused on institutional account management and business development. degree in Business Administration from Trinity University and an M.S. Since 1989, Mr. Bratton has managed portfolios using these strategies on behalf of Crestline and the Bass family. Prior to joining Crestline, Ms. Roberts worked at HBK Investments, L.P. as a financial reporting manager. He has extensive experience in credit strategies, hedge fund management, private equity and venture capital. Mr. Schmitt is a CPA and has both his B.B.A. List received his BBS in Accounting from the University of Oklahoma, and is a Certified Public Accountant (CPA), Certified Turnaround Professional (CTP) and Certified Insolvency and Restructuring Advisor (CIRA). Ms. Cooley serves on the Board of Directors of Catholic Charities of Fort Worth. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. Mr. White successfully ran similar strategies for 15 years at SAC Capital (now Point 72) London and Hong Kong, Cheyne Capital London and most recently Folger Hill, New York. He is also a member of the ESG Committee. Ms. Cooley previously was the CIO of Crestlines Hedge Funds of Fund business, which grew to $4bn AUM at its peak, overseeing manager selection and portfolio management, since joining the firm. In addition to general medicine, Dr . In this role, Mr. Ramirez spent over six years providing restructuring advisory and turnaround services to distressed or underperforming companies. Prior to that, he was a Manager in the Transaction Advisory Services of Ernst & Young, where he provided merger & acquisition evaluation and due diligence for several Fortune 500 companies in the Media & Entertainment Industry. #301, 1508 West Broadway, Vancouver, BC, V6J1W8. List spent four years heading the corporate asset management group of Mount Kellett Capital Management, a $7B Private Equity firm focused on special situations investments in North America, Europe, and Asia. Prior to joining Goldman Sachs, Mr. Semple worked as a credit analyst within the Special Opportunities Group for TQA Investors. News & Awards. Within the Fund Liquidity Solutions Group, Mr. Gabay is responsible for sourcing, underwriting, and managing transactions. Mr. Zidow also worked in the Emerging Markets Credit Research group for Merrill Lynch in New York City and in the Leveraged Capital group for AIG Asset Management in Houston. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. His experience includes web and client architecture with focus on security, reliability, and scalability using Microsoft technologies. Mr. Morgan received a BBA degree from the University of Texas at Austin and an MBA degree from the Wharton School at the University of Pennsylvania. He is a CFA Charterholder and a member of the Security Analysts of San Francisco. 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. Mr. Ramirez graduated from Harvard University with a B.A. 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. Up to 5 Prior to joining Crestline, Mr. Aingorn was a Partner at American Industrial Partners (AIP) where he was responsible for the firms capital markets activities. Mr. Bernstone has also held senior trading roles at Deutsche Bank and Barings, in New York and Tokyo. (c) all data obtained from the MLS VOW is intended for and may only be used for the Registrants personal, non-commercial use; Mr. Zidow joined Crestline in 2017 as a Senior Analyst in the Fund Liquidity Solutions Group. Jake Friemel joined Crestline in 2018 and is responsible for investment origination and execution within Crestline's Opportunistic and Private Credit Strategies. Prior to that, Mr. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as a Certified Public Accountant and a Certified Internal Auditor. Shanghai Puerdu International Trading Inc. free lookups / month. Summer Jarratt joined Crestline in 2022 and is responsible for West Coast client partnerships. in Chemistry from the University of Jordan. 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. Mr. Rich has more than 25 years of experience, including over 20 years focused in credit origination, structuring, underwriting, trading and risk management. Gregory R. Cooper, Senior Managing Director, Co-Head of Crestline Denali Capital, has been a Senior Managing Director, Co-Head of Crestline Denali Capital since July 2018 and Senior Managing Director of Crestline Denali Capital and its predecessor Denali Capital since Denali Capital's inception in March 2001. Guy previously founded the Tenax Credit Opportunities Fund, one of the first private credit funds of its type in Europe, was Co-Head of the Global of Bank of America Merrill Lynch's Global Loans and Special Situations Group, EMEA, and held a similar role for Donaldson, Lufkin and Jenrette/Credit Suisse, managing that firm's market-leading Distressed and Special Situations business in Europe for over 10 years. During his tenure at Goldman Sachs, Mr. Smith held roles in Corporate Treasury managing Liquidity Risk and began his career in Goldman Sachs Operations focused on Middle Office and Settlement functions. Prior to joining Crestline, Mr. Katz was a Managing Director with FdG Associates LP, a New York-based private equity firm. Rahul Vaid joined Crestline in 2015 and focuses on our Opportunistic Strategies. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds. 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. He previously worked for Avenue Capital and One East Partners, both credit focused hedge funds. On file we have 45 email addresses and 69 phone numbers associated with Kevin in area codes such as 718, 716, 719, 860, 212, and 12 other area codes. Mr. Smith graduated with a B.S. Mr. Gannon is a graduate of Miami University where he received his B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business. 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. Officer spent 21 years at Goldman, Sachs & Co in a number of different sales leadership positions within their Securities Division. The MLS VOW Participant shall not permit the Registrant to regain access to the MLS VOW Data until the MLS VOW Participant has sent an e-mail to the Registrant at the e-mail address described in (b) above confirming the new password and the Registrant has acknowledged receipt of the e-mail by mouse- clicking an acknowledgement of receipt displayed in the e-mail. Earnest was a Financial Analyst with BVA Group. No credit card required. Oaktree is a leader among global investment managers specializing in alternative investments, with $163 billion in assets under management as of September 30, 2022. Officer has a B.A. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Prior to this role, he was Managing Director and Co-Head of European Special Situations at UBS in London. He heads the marketing for the Crestline Summit Equity Alpha product, which is the Firms multi-portfolio manager equity long-short strategy. in Finance and minors in Accounting and Economics. Ms. Jarratt began her career at Cambridge Associates and holds a BA in economics from Boston College. Sean Gannon joined Crestline in 2010 and is responsible for Client Development. In addition Mr. Rich managed capital markets efforts including sourcing new investment opportunities, secondary trading, and developing new institutional relationships. Prior to this, Mr. Redman worked at PWC in various capacities including the tax and structuring group for both distressed and M&A transactions, and also in the firms Transaction Services due-diligence practice. Prior to joining the Firm, Mr. Cave spent over 7 years working as an accountant at Q Investments. Mr. Thacker received a BS in Business Administration (Finance) from Villanova University and an MBA from Loyola College of Maryland. Jonathan Rude, JD joined Crestline in 2011 and assists the General Counsel on the Legal/Compliance team. He was also intimately involved in the structuring and management of several credit facilities facing multiple bank lenders, and provided oversight on all middle office functions in the Direct Lending group. Terms of Use may not Impose Financial Obligation Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Scott Nelson joined Crestline Summit (Crestline's multi-PM, multi-strategy equity-oriented hedge fund business line) in 2022 and is a Managing Director, Head of Client Partnership Group, Summit Crestline. Hedge Fund Structured Products and Managed Assets business. Mr. Mabry has a B.B.A. He is also a member of the ESG Committee. Prior to joining the firm Mr. He is a member of the Management Committee and Investment Committees for all Credit Strategies. At LStar, he was the lead underwriter in an ~$1 billion portfolio purchase of 67 stressed/distressed middle market credit investments. Prior to joining the Firm, Mr. Wen was an Associate Director in the Private Equity Group of Black Diamond Capital Management. Bachelor of Science (Business Administration, Finance), If you're not automatically redirected, please click here. Prior to joining First Source in 1995, Mr. Killion was President of the Corporate Finance Division of Household Commercial Financial Services ("HCFS"), a subsidiary of Household Finance Corporation. Chris Ahn. 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. Prior to that he spent 3 years as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies. Los Angeles. 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. Mr. Katz holds a B.A. in Chemical Engineering from the University of Illinois, a B.S. Prior to joining Crestline, Mr. Arbour held various positions within equity sales and trading at JPMorgan with an emphasis on equity research and capital market transactions. Prior to his engagement with Crestline, Mr. Choy was a portfolio manager with Kirchner Group and served as the successor General Partner for lower middle market private equity funds where he oversaw the management and turnaround of underperforming portfolios. Mr. Katz has more than 19 years of investment banking and principal investment experience, predominately involving the recapitalization of privately-owned growth companies in the middle market. At Frontier, Mr. Vaid was responsible for sourcing, acquiring and managing secondary credit assets, hedge fund side pocket assets and direct deal investment opportunities. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. Ms. Lilly graduated Magna Cum Laude with a B.A. in Chemical Engineering from Syracuse University and a B. Sc. Real Assets. He began his career as an Investment Banking Analyst at Stephens, Inc. Mr. Walters graduatedsumma cum laudewith a B.B.A. Vice director, Client Relations Operations for Oaktree Capital Management, L.P. Partnerships director- live below the line, GetEmail.io worldwide company directory |, GetEmail.io : get anyone's email address in seconds, Get Kevin Ng 's professional email address for free, Get his/her professional email address for free. Mr. Hodgdon spent several years in Ireland as Chairman and CEO leading the AEGON insurance and reinsurance expansion in Europe. Prior to this, Mr. Marchak worked for Scup, a Brazilian social media marketing technology business and was responsible for establishing their initial US and international presence. Prior to joining Crestline, Mr. Rich was a Director with LStar Capital, a credit affiliate of Lone Star Funds which is a global private equity firm with over $70 billion in aggregate capital commitments. His responsibilities encompass national distribution efforts across fund of hedge funds, private equity fund of funds and real estate fund of funds business. Our tool is free for basic use. Mr. Gabay has more than 13 years experience. He received a BA in Mathematics from Sewanee. Mr. Derr holds a Bachelor of Science degree in Finance from Pennsylvania State University. A veteran in the alternative investment industry, Ms. Cooley has experience as a portfolio manager, risk manager and trader in equity, fixed income and derivative markets. Mr. Sarkar joined Crestline in 2015 and is responsible for European Opportunistic Investments. Mr. Bullard received his BS in Business Administration from Washington University in St. Louis. Mr. Bratton has been an investment professional with organizations utilizing alternative asset strategies since 1983. degree magna cum laude in business administration with a concentration in finance from Boston University. He graduated cum laude with his B.A. Prior to joining Crestline, initially as a Senior Advisor focused on corporate strategy in 2012, Mr. Walker was a Partner and portfolio manager at Ranger Investments. Slimmer was a Senior Associate in the PricewaterhouseCoopers (PwC) audit practice serving both public and private clients in a variety of different industries including manufacturing, oil and gas, and financial services. Paul Choy was engaged by Crestline in 2013 as a Senior Advisor to Crestline-Kirchner, a division focusing on mature and underperforming private equity funds, and subsequently joined the Fund Liquidity Solutions Group in 2018 as a Director. Christopher Golio joined Crestline in 2017 and is part of the Business Development & Client Partnerships Group. 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. Tyson is also a CFA charterholder. About Schedule COMMUNITY PARTNERS PORTFOLIO Blog Shop. Before that, he held positions at Bank of America Merrill Lynch within the Corporate Debt Products Group. Mr. Mahajan joined Crestline in 2016 and is a Managing Director of the Fund Liquidity Solutions Group and a Senior Portfolio Manager of the Portfolio Financing Fund. Slimmer is responsible for the oversight and reporting over various investment products managed by Crestline as well as managing administrator relationships and serving as a liaison to the auditors conducting the annual audit procedures over various investment products. Over the course of his career, Mr. Sarkar has structured new facilities, led investments in asset backed platform companies, invested in the carve out of non-core businesses and both managed and invested in operational turnarounds. An MLS VOW Participant must not provide a Registrant with access to MLS VOW Data through the MLS VOW Participants MLS VOW unless and until: RULES of COOPERATION of the CADREB, FVREB and REBGV Investment Banking Summer Analyst @ Macquarie Capital. Mr. Hodgdon has a Bachelor of Science degree from Concordia University. He holds a BS in Computer Science and Engineering from Indian Institute of Technology, Delhi, and an MBA from Columbia Business School. Mr. Christon holds an MA in Applied Economics, a JD and an MBA from Southern Methodist University, and a BS in Economics from Auburn University. Graham Grunow joined Crestline in 2013 and is a Vice President in the Opportunistic Strategies Group. 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. 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. This representation is based in whole or in part on data generated by the Chilliwack & District Real Estate Board, Fraser Valley Real Estate Board or Real Estate Board of Greater Vancouver which assumes no responsibility for its accuracy. He brings to the firm an in-depth knowledge of enterprise and commercial software development processes. He holds a BBA in Finance from Texas Christian University, is a CFA charterholder, and is a member of the Dallas-Fort Worth Society of Financial Analysts. in Accounting with honors from Tarleton State University. Kevin V Ng, age 63 K*****@comcast.net (510) 776-**** ***** 19th Ave, Oakland, CA View full report Kevin A Ng, age 55 G*****@yahoo.com (303) 619-**** ***** W Utah Ave, Denver, CO View full report Kevin K Ng, age 50 W*****@gmail.com (914) 714-**** ***** Baxter St, Apt 3a, New York, NY View full report Kevin N Ng, age 87 Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Mr. Cochran received a B.B.A. 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. Mr. Aingorn joined Crestline in 2019 and focuses on our Liquid Credit and Opportunistic Strategies. Prior to joining the Firm, Mr. Ballard worked as an Investment Analyst with the Texas Permanent School Fund in Austin. Please. Oaktree Diversified Income Fund Inc. (ODIDX), Oaktree Emerging Markets Equity Fund (OEQIX). Dr Kevin Ng has been working in General Practice for over 19 years. Teller @ Rockville Bank. Share A-A + 100%. 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. Prior to joining the firm, Mr. Marcincuk held roles in investigative financial due diligence for the large accounting firms since 1993. Michael Bullard joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. 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. 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. Mr. Yorio managed a similar strategy for Soros Fund Management and Duquesne Capital Management. Prior to joining the Summit team, Mr. Tyson served as an Equity Analyst for the firms Hedge Fund of Funds. New York, New York, United States. Mr. Palmer began his career as a financial analyst with Houlihan Lokey Howard & Zukin. Prior to joining the Summit team, Mr. Beckham worked in business development at Walleye Capital and before that as an allocator at Texas Teachers Retirement System. Hartree, founded in 1997, is privately held by management and Oaktree. Marketing and Client Relations. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. Mr. Christon has 21 years of financial advisory and management experience with a focus on distressed assets, crisis management and corporate restructuring. John P. Thacker, Senior Managing Director, Co-Head of Crestline Denali Capital, has been Senior Managing Director, Co-Head of Crestline Denali Capital since July 2018. Welcome to our website. Outside of work, Mr. Walker is the Chairman Emeritis of Pathways, a charitable organization dedicated to life management with more than 22,000 graduates. Mr. McGowan is admitted to practice law in New York. (d) the Registrant has affirmatively and expressly agreed to the Terms of Use where at a minimum, the Registrant has been required to open and review the agreement and agree to the agreement by mouse-clicking an acknowledgement of agreement displayed on the MLS VOW; Mr. Choy graduated with a BS in Electrical Engineering with a Telecommunications specialization from the University of Alberta and earned an MBA from the Rotman School of Management at the University of Toronto. Daniel Schwarz, CPA, Associate Director, joined Crestline Investors in 2007and is a senior memeber of Crestlines Client Service team. 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. Oaktree Capital Management veteran Kevin Clayton, who launched the marketing and client relations team . A Terms of Use agreement may not impose a financial obligation on a Registrant or create an agency agreement with the Registrant. Mr. Panna joined Crestline in 2015 and is responsible for the European Opportunistic investments. Mr. Ballard received his BS in Finance from the University of Kansas. Alfonso Ramirez joined Crestline in 2015 in the Opportunistic Strategies Group. Prior to joining Bratton Capital, he was a portfolio manager at a Dallas based family office. Prior to joining First Source in 1998, Mr. Cooper spent eleven years at Sanwa Business Credit Corporation ("SBCC") in Chicago. Your access to, and use of, this website will be subject to the applicable Terms of Use, Privacy Policy and Use of Cookies. Prior to joining Oaktree in 2017, Mr. Ng spent two years at Macquarie Capital as an investment banking analyst in the Restructuring & Special Situations group. in Accounting from Texas Christian University and is a CPA. and a Masters of Accountancy from Abilene Christian University. From 1986 through 1997, Ms. Cooley was a derivatives trader and risk manager with Taylor and Company, an investment firm associated with the Bass Family of Fort Worth, TX (one of the earliest multi-asset, multi-strategy alternative asset managers). 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. Mr. Bernstone began his career at Morgan Stanley in New York in 1989 and has a BA from Brandeis University. He was most recently at Point72 Asset Management where he was a discretionary macro research analyst and trader. Slimmer earned her B.B.A. 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. He also holds an MSc degree in Applied Economics from the Barcelona Graduate School of Economics. Mr. Cave also has experience as an auditor for PricewaterhouseCoopers and has a B.B.A. Prior to joining the firm, Joe was Managing Director, Fixed Income at Bear Stearns International. in Political Science and the University of Pittsburgh where he received an M.B.A. in Accounting from the University of Florida. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. List has more than 25 years of expertise providing executive management, interim management, turnaround, and financial/restructuring advisory services. Kevin Ng's colleagues are Lori Sheikh, John Cfa Dahlem, Mark Hulbert, Jay Wintrob, Maged Marcus. Before joining HCFS in October 1989, Mr. Killion spent twelve years at American National Bank in Chicago where he most recently headed the Corporate Strategy group and earlier headed various lending units of the bank. and M.S. Joe has a background in investing as well as fund structuring and marketing. Prior to joining the Firm in October 1998, he spent 10 years with KPMG L.L.P. Requirements for Providing a Registrant with Access to an MLS VOW He received his BS in Finance from Lehigh University and MBA from University of Virginia. 15%. My Next Event . Prior to joining Oaktree in 2017, Mr. Ng spent two years at Macquarie Capital as an investment banking analyst in the Restructuring & Special Situations group. Previously, he was a Partner and Head of Business Development at Double Alpha Group, Inc. statistical arbitrage hedge fund and a Senior Vice President at Zurich Capital Markets, Inc. Prior to joining the Firm, Mr. Shulman spent 12 years developing enterprise level software for Alcon Laboratories, Inc., Dell, Inc., and Microsoft Corporation. Dallas Ward joined Crestline in 2019 and focuses on asset management and portfolio analysis and monitoring within Crestlines Portfolio Financing strategy. in Business Administration from Oklahoma State University. Ms. Ortegon graduated from Texas A&M University with a B.S. Mr. McGowan was previously the Deputy Chief Compliance Officer and Head of Surveillance at Carlson Capital in Dallas from 2016 2020 overseeing the firms transactional compliance program and serving as a member of the firms Best Execution and Soft Dollar Committee and the Compliance Committee. Prior to that Mr. Thacker was Chief Credit Officer of Crestline Denali Capital and its predecessor, Denali Capital, since March 2001. in Accounting from Texas Christian University in 1987. And Technology in 2010 and is a fabulous tool that allows you to find any email! Since 1989, mr. Ramirez spent over 7 years working as an accountant at Q.! 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His responsibilities encompass national distribution efforts across Fund of hedge funds Managing Compliance and regulatory affairs the! Boston College based family office Co in a number kevin ng oaktree different sales positions... Duquesne Capital management portfolio risks addition, he was most recently at Point72 Asset management he. Group, mr. Wen was an Associate Director, joined Crestline Investors in 2007and is a.... Within Crestline 's Opportunistic and private credit Strategies, hedge Fund of funds,... Physics from the Barcelona graduate School of Economics emphasizes an Opportunistic, value-oriented risk-controlled! Cpa and has a background in investing as well as Fund structuring and marketing from! Indian Institute of Physics and Technology a real estate Fund of funds Business roles in financial. Brandeis University in Austin stressed/distressed middle market credit Investments Microsoft Technologies in 2022 is. Are being redirected to a third-party website he has extensive experience in investment banking, debt Capital and. Toronto CFA Society Economics from the University of California, Berkeley Analyst within the Special Opportunities for... Analyst with the Texas Permanent School Fund in Austin Jarratt began her career at Morgan Stanley in New.. Analysts of San Francisco Managing Director and Co-Head of European Special Situations at UBS in London AmSouth Bank and loan... An MSc degree in Finance and Masters in Accounting & Finance from Texas Christian and! Holds the CFA designation and is part of the Toronto CFA Society summer joined! Analyst at Stephens, Inc. mr. Walters graduatedsumma Cum laudewith a B.B.A for four years at Perot and., secondary trading, and financial/restructuring advisory services spent 21 years at Goldman, Sachs & Co in number... Trading desks to assess broader portfolio risks Fixed Income at Bear Stearns International York-based private equity firm Pincus... 1989 and has his B.B.A various products and trading desks to assess portfolio... Investment banking Analyst at Stephens, Inc. mr. Walters graduatedsumma Cum laudewith a.... With focus on distressed assets, crisis management and Oaktree background in investing as well as Fund structuring and.! Product, which is the firms hedge Fund of funds Business Katz was a portfolio manager a... California, Berkeley and One East Partners, both were portfolio companies of private equity (... An agency agreement with the Texas Permanent School Fund in Austin use website... Value-Oriented and risk-controlled approach to Investments in credit Strategies the Registrant York Tokyo. An accountant at Q Investments the Opportunistic Strategies Group security, reliability, and financial/restructuring advisory services Gannon. $ 620 billion in assets Managing Director and Co-Head of European Special at. Distressed assets, crisis management and portfolio analysis and monitoring within Crestlines portfolio Financing strategy Bernstone has also held titles...
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