Prior to joining Crestline, Ms. Jarratt was an Executive Vice President at PIMCO focused on institutional account management and business development. He has over 20 years of experience of investing in private capital transactions (equity and debt), financial restructurings, corporate finance advisory work and equity research experience. 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. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. She holds a BA in Economics from The University of Texas at Austin and a BBA in Accounting with honors from Texas Womens University. Prior he was the Chief Operating Officer at Deephaven Capital Management, a global multistrategy alternative investment manager. 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. Paul W. Robson, CFA joined Crestline in 2009 from Northwater where he was President of Northwater Capital Management Inc. At Crestline Canada, Mr. Robson heads up the Toronto office, is responsible for business development and consultant relations for Canada and also acts a strategic relationship manager for various partner clients. Fax : 2850-4938. 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. 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. Prior to joining the Firm in October 1998, he spent 10 years with KPMG L.L.P. Prior to joining First Source in 1998, Mr. Cooper spent eleven years at Sanwa Business Credit Corporation ("SBCC") in Chicago. He attended Pace University and the University of Hartford. He also holds the CFA designation and is a member of the Toronto CFA Society. from Seton Hall University. Prior to joining the Firm, Ms. Ortegon worked as a Data Warehouse Technologist and provided ongoing development, maintenance and testing of new and existing processes and structures. 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. Ms. Roberts leads the Compliance Committee. Mr. Gabay received his MBA from York Universitys Schulich School of Business, and is a CFA charterholder. Jonathan Rude, JD joined Crestline in 2011 and assists the General Counsel on the Legal/Compliance team. Mr. Bernstone began his career at Morgan Stanley in New York in 1989 and has a BA from Brandeis University. From 2008 2016, Mr. McGowan had worked on the Equities Compliance Advisory Teams of UBS, Deutsche Bank, and JP Morgan in New York providing compliance coverage and guidance to the cash equities, derivatives, and capital markets business lines. (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;
(b) the Registrant has provided the MLS VOW Participant, through the MLS VOW, with the Registrants name, valid e-mail address and, at the option of the MLS VOW Participant, other information;
Ms. Ms. Cooley joined Crestline in 1998 and is Managing Partner and CIO of Crestline Summit Strategies, a multi-strategy, multi-PM, market neutral hedge fund manager. Graham Ballard, CAIA, Analyst,joined Crestline in 2012 and focuses on equity fund research and monitoring for our Diversified Funds. Vice President @ Oaktree Capital . He also serves on the board of American Dance Movement. This has given him extensive experience in all aspects of family care. He also served as a Senior Associate at Sun Capital Partners, a private equity firm which makes control investments in turnaround and distressed companies. Alex Didych, CFA, FRM, PRM joined Crestline in 2007 and is Managing Director of Crestlines Investment Risk team. In addition, he is a member of the Firms Management Committee, a participant in the Opportunistic Investment Committee meetings, serves as secretary for the Firms Board of Directors, sits on the Firms reinsurance company Board of Directors and is integrally involved in the structuring, legal diligence and closing of investment opportunities. Oaktree IR veteran Kevin Clayton to retire. At FdG, he sourced and executed investment opportunities, and worked closely with portfolio company management teams on critical path issues including the development of strategic growth plans; building organizational infrastructure; capital allocation and financing structures; and mergers and acquisitions. 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 has extensive experience in credit strategies, hedge fund management, private equity and venture capital. GetEmail.io : get anyone's email address in seconds . Mr. Delaune joined Crestline in 2015 in the Opportunistic Strategies Group and leads the groups real estate and co-investment transactions. Prior to joining Bratton Capital, he was a portfolio manager at a Dallas based family office. (e) the Registrant will not himself, and will not permit or assist others to, directly or indirectly:
in Accounting from the University of Florida. Mr. Hodgdon has structured domestic and international financial insurance and reinsurance transactions and developed intra-group reinsurance programs to support group-wide risk management initiatives. in Accounting with honors from Tarleton State University. Mr. 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. Officer has a B.A. 333 South Grand Ave., 28th Floor, Los Angeles, California 90071, US, View Mr. Gannon is a graduate of Miami University where he received his B.A. He specialized in direct lending, opportunistic, CLO, mezzanine and other illiquid strategies. He has a BSc in Economics and Management from Cardiff University and is a Chartered Accountant. in Computer Science. Kirchner has more than 40 years of operational, transactional and asset management experience and is the Founder and Chairman of Kirchner Group a traditional merchant bank that he established in 1985. Preparing Kevin's profile View Kevin's Email & Phone (It's Free) 5 free lookups per month. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. in History, and a B.A. She holds a Bachelor of Business Administration in Finance from Southern Methodist University. He received a B.B.A. degree in Operations Research and Industrial Engineering from Cornell University. Prior to joining the Firm, Mr. Walters worked as an Associate for Blackstreet Capital Management where he focused on distressed and turnaround investing. It's free for basic use, give it a try, you'll see how efficient and powerful it is! Prior to joining the Firm, Mr. Cave spent over 7 years working as an accountant at Q Investments. Mr. Mahajan has 19 years of experience in private equity, banking and consulting. (a) the MLS VOW Participant establishes a lawful REALTOR/ consumer or REALTOR/client relationship with that Registrant, including, where necessary, completion of any applicable agency, non-agency, and other disclosure obligations, and execution of any required agreements;
Capital Markets Summer Analyst @ GE Capital. Nowlin Randolph, CFA, CAIA rejoined Crestline in 2020 after three years running Mahonia Partners, a hedge fund focused on closed-end fund arbitrage. Mr. Ramirez also worked at the Archon Group a real estate investment and mortgage loan company. 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. Prior to joining the Firm, Mr. Ramirez was a Senior Director for FTI Consulting, Inc. in the corporate restructuring practice. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds. Mr. Philipp has more than 27 years of experience in investment banking and alternative investments. 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. My primary research . 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. and M.S. Tim Kuhnen, Senior Analyst, joined Crestline in 2015 and assists the Fund Liquidity Solutions Group. Mr. McGowan joined Crestline in 2020 and is the Deputy Chief Compliance Officer. 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. Mr. Yorio managed a similar strategy for Soros Fund Management and Duquesne Capital Management. Mr. Gannon has 25 years of experience in the investment industry including: Director of Marketing & Client Service at Dorchester Capital Advisors, Senior Vice President & Investment Committee Chairman at a $2.5B private bank, and Director of Marketing and Client Service at Lipper & Company, a $4.5B hedge fund. She is responsible for overseeing certain marketing and client service efforts within the Client Partnership Group, and is a member of the ESG Committee. Mr. Arbour joined Crestline in 2007 and currently leads Crestline Summit Strategies, a multi-strategy, multi-PM, market neutral hedge fund manager. 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. Why sign documents that you don't fully comprehend? He heads operations for the Credit & Opportunistic Strategies platforms. (iii) engage in Scraping (including screen scraping and database scraping), data mining or any other activity intended to collect, store, re-organize, summarize or manipulate any MLS VOW Data or any related data;
Prior to Constellation, he was a Managing Director and the Chief Operating Officer of U.S. institutional distribution for Morgan Stanley Alternative Investment Partners. Mr. Christon has 21 years of financial advisory and management experience with a focus on distressed assets, crisis management and corporate restructuring. While at Texas TRS, he built out the internal Equity Capital Markets program for the Trust. We have 55 records for Kevin Ng ranging in age from 27 years old to 94 years old. During her tenure at Crestline, Ms. Sassman has worked with fund of funds, private equity, lending, hedge fund, secondary and opportunistic strategies. Mr. Derr has 13 years of experience in investment banking, debt capital markets and credit underwriting. Alfonso Ramirez joined Crestline in 2015 in the Opportunistic Strategies Group. He was responsible screening and structuring first-lien, second-lien, and subordinated debt investments, as well as minority equity investments in select transactions. Mr. Killion graduated with honors from the University of Illinois (BS, Finance) in 1972 and received his MBA from the University of Chicago in 1977. 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. Jesse Yorio joined Crestline in 2019 and is a Portfolio Strategist and Convertible Bond PM. Prior to joining Crestline, Mr. Vaid was Co-Founder and Managing Director of Frontier Investment Holdings. Michael Bullard joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. 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. Prior to joining the Firm, Mr. Palmer was Vice President for the Special Situations Group at Goldman Sachs where he evaluated potential investments ranging from senior debt to preferred equity and warrant investments. 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. 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. Daniel Gabay, CFA joined Crestline in 2013 and assists the Fund Liquidity Solutions Group. Location. Prior to joining Crestline Summit, he was Global Co-Head of Business Development & Investor Relations at Eisler Capital. He is the Chair of the Investment and Management Committees. Mr. Wennerth has a B.A. degrees from the University of Texas at Austin. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. This page requires Adobe Flash to upload documents. Hartree, founded in 1997, is privately held by management and Oaktree. He received his BBA in Finance and Masters in Accounting at The University of Texas at Austin. Phone: 2545-8181. When it comes to arguably the most important investment in your lifetime, you deserve all the answers. This followed a career in Private Wealth Management. Prior to that, Mr. Walker was Managing Director of Fund Linked Derivative structuring and distribution at Zurich Capital Markets in New York. 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. A Terms of Use agreement may not impose a financial obligation on a Registrant or create an agency agreement with the Registrant. Mr. Philipp joined Crestline in 2013 and is a Partner of the firm in the Fund Liquidity Solutions Group, a Senior Portfolio Manager of the Portfolio Financing Fund and a member of the ESG Committee. Bud Kirchner, Senior Advisor and Portfolio Operating Partner, Mr. Kirchner joined Crestline in 2013 and is the Senior Advisor and Portfolio Operating PartnerMr. Mr. Kirchner was awarded Entrepreneur of the Year an unprecedented two consecutive years during the mid 1990s. 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. 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. 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. Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Prior to joining Crestline, Mr. Katz was a Managing Director with FdG Associates LP, a New York-based private equity firm. Mr. Zidow graduated Summa Cum Laude from the University of Texas at Austin with a BBA in Finance and a BA in Psychology. 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. Please. Before that, he held positions at Bank of America Merrill Lynch within the Corporate Debt Products Group. Prior to joining Crestline, Marc spent the majority of his investing career at LStar Capital and FS Investments, where he was responsible for deal sourcing, execution and asset management for unitranche, junior capital, and special situation debt investments. in Economics from Bucknell University. Outside of work, Mr. Walker is the Chairman Emeritis of Pathways, a charitable organization dedicated to life management with more than 22,000 graduates. (f) the Registrant acknowledges the Boards ownership of, and the validity of the Boards proprietary rights and copyright in the MLS VOW Data, and listing information; and
Prior to co-founding Denali Capital, Mr. Cooper was most recently a Senior Vice President of First Source, a $2.4 billion commercial finance and loan asset management firm. Kevin. Mr. Wennerth began his career in Chicago as an Investment Banking Analyst in the Global Industries Group at Banc of America Securities. {{ userNotificationState.getAlertCount('bell') }}. News & Awards. Allison Ortegon, Director, joined Crestline Investors in December of 2010. degree magna cum laude in business administration with a concentration in finance from Boston University. Prior to joining Crestline, Mr. Jordan spent 10 years at GoldenTree Asset Management, most recently as Partner & Co-Head of Business Development and a member of GoldenTrees Executive Committee. Dr Kevin Ng is an accredited GP Supervisor and is involved in the training of General Practice Registrars for quite a number of years. Kevin Ng. Mr. Aingorn has an MBA from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Finance from the Leonard N. Stern School of Business at New York University. Mr. Kuhnen holds a Bachelor of Science from Rice University and is a 2018 Level III Candidate of the CFA Program. I am a Research Analyst in the Marine Corps and Defense Workforce Program in the Resources and Force Readiness Division of CNA. Work. You are leaving the Oaktree website and are being redirected to a third-party website. Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles. Kevin Ng Yoga and Mindfulness. Mr. Ramirez graduated from Harvard University with a B.A. Prior to joining Crestline, Mr. Blewitt was Chief Human Resources Officer for Mount Kellett Capital Management, Head of Employee Services for Bridgewater Associates, Chief Learning Officer for both Comerica Bank and BankBoston, Vice President of Training for US Robotics, and spent almost a decade each at Goldman Sachs and GE in a variety of senior human resources and facilities roles. 5 free lookups per month. (g) the Registrant expressly authorizes the Board or their duly authorized representatives, to access the MLS VOW and Registrants information provided to the MLS VOW Participant, for the purposes of verifying compliance with and pursuing enforcement of the Terms of Use and all applicable rules, regulations, bylaws, policies, and laws. 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. free lookups / month. Jeff Tack, CFA, Director of Fixed Income Strategies, Mr. Jennifer Slimmer, CPA joined Crestline Investors in 2009 and is currently serving as the Director of Fund Accounting. in Applied Math-operations Research from National Taras Shevchenko University of Kyiv, Ukraine and also has a M.B.A. with high honors from the University of Chicago. Marketing and Client Relations. Mr. Walker is a former U.S. Army Captain and has a BBA from Texas Christian University. He previously worked for Avenue Capital and One East Partners, both credit focused hedge funds. New York, New York. Mr. Palmer joined Crestline in 2015 in the Opportunistic Strategies Group. Prior to joining Crestline, Ms. Naegeli worked for J.P. Morgan Chase in the Middle Market Banking and Specialized Industries Group and was responsible for underwriting senior debt facilities for clients in various industries. and M.S. in Chemical Engineering from Syracuse University and a B. Sc. Matt McCutchen, Director, Associate Portfolio Manager, Mr. McCutchen joined Crestline in 2011 as an Associate Director in the Opportunistic Strategies Group. 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). Daniel Schwarz, CPA, Associate Director, joined Crestline Investors in 2007and is a senior memeber of Crestlines Client Service team. (ii) display, post, disseminate, distribute, publish, broadcast, transfer, sell or sublicense any of the MLS VOW Data to another person. 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. Any financial obligation or agency agreement entered into by a Registrant through an MLS VOW must be set forth separately from the Terms of Use, must be prominently labelled and may not be accepted solely by mouse click. At LStar, he was the lead underwriter in an ~$1 billion portfolio purchase of 67 stressed/distressed middle market credit investments. Previously, he was Head of the Investor Group at Autonomy Capital, a global multi-asset class, global macro alternative investment manager. in Chemistry from the University of Jordan. Similar Profiles. degree in Business Administration from Kansas State University and an M.B.A. from Fuqua School of Business, Duke University with a concentration in Finance. He also founded a closed-end high yield debt fund and served as its President and CEO. 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
in Government. 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. in Finance. He is currently a Managing Director in the Fixed Income Division and Global Co-Head of Securitized Products Credit Trading. The Registrants password and access to MLS VOW Data must expire on a date not later than 30 days after being issued. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Cason Beckham, CFA joined Crestline in 2021 and has over 15 years' experience in the investment industry and currently oversees tactical strategies for Crestline's Summit Equity Alpha Fund. in Computer Science. Ms. Cooley serves on the Advisory Board of Texas Wall Street Women and the Investment Advisory Committee of Texas Employee Retirement System. (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
Prior to joining the firm Mr. Gabay was an Associate Portfolio Manager with Northwood Family Office. Mr. Morgan has 20 years of investment experience focused predominately in credit related assets. 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. Prior to joining the Firm, Mr. Shulman spent 12 years developing enterprise level software for Alcon Laboratories, Inc., Dell, Inc., and Microsoft Corporation. Mr. Gannon also spent 9 years at Mellons Global Corporate Banking Department as Vice President & Team Leader where he focused on leveraged finance transactions. Kevin Ng Yoga and Mindfulness. Ms. Cooley serves on the Board of Directors of Catholic Charities of Fort Worth. After living in multiple cities, Dr. Ng fell in love with the city of Chicago and is eager to plant his roots (canals). Mr. White started in the investment industry in Hong Kong with the Fleming group in 1990. Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. 10% No credit card required. ngk@sutton.com (604) 781-0680 (604) 714-1700. While at Macquarie, he was responsible for structuring, underwriting and arranging senior and subordinated debt packages for leveraged buyouts, recapitalizations and mergers of private equity-owned companies across numerous industries. Earlier in his career, Mr. Fischer co-founded an alternative investment firm, NBM Group, and was a trading manager at Traditum Group, focused on interest rate strategies. Earlier in his career, Mr. Aingorn worked at Lehman Brothers and Wellspring Capital Management. Dr. Dairanieh brings over 35 years of experience in technology development, commercialization and investment in the energy, materials and environment sectors. Mr. Blewitt joined Crestline in 2016 as Managing Director, Human Resources. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. 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. At Crestline Canada, Mr. Finch is responsible for research on Canadian-based hedge fund managers, portfolio management of specific client portfolios and developing customized solutions to meet clients total portfolio needs, including hedging and portfolio rebalancing strategies. Ms. Ortegon graduated from Texas A&M University with a B.S. He has more than 15 years experience investing in special situations and private equity. Mr. Killion has been CEO of Crestline Denali Capital and its predecessor Denali Capital since Denali Capital's inception in March 2001. in Economics and a B.A. Prior to joining Paradigm Advisors, Ms. Lilly was a Financial Representative at Fidelity Investments working in trading, client service, and branch operations, as well as serving as a point person to Fidelitys high net worth clientele. And investment in the Opportunistic Strategies Group mr. Christon has 21 years of experience in investment and. Structured domestic and international financial insurance and reinsurance transactions and developed intra-group reinsurance programs to group-wide... U.S. Army Captain and has a BA in Psychology in your lifetime, you deserve all the answers he a! For Avenue Capital and hedge funds former U.S. Army Captain and has his B.B.A leads Crestline Summit Strategies a! Development & Investor Relations at Eisler kevin ng oaktree in investment banking, debt Capital Markets and underwriting. 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