Oaktree Capital Management

Oaktree Capital Management is a global investment management firm based in Los Angeles, specializing in alternative investments across various asset classes. The firm manages a diverse portfolio that includes distressed debt, corporate debt, private equity, real estate, and listed equities. Oaktree focuses on making control investments in undervalued companies, particularly in sectors undergoing structural changes, and employs strategies that encompass credit and equity investments. Their investment approach emphasizes risk control and seeks to achieve superior performance in less efficient markets. Oaktree also has a notable presence in real assets and infrastructure investments, targeting sectors such as energy and transportation. Founded in 1995, the firm has developed a strong track record and substantial assets under management, catering to a wide array of industries, including financial services and healthcare. Oaktree operates both closed-end and open-end funds, with a commitment to delivering value to its clients.

Donna Barnes

Senior Vice President

Nicholas Basso

Managing Director

Guillaume Bayol

Managing Director, GFI Energy Group

John Van Benschoten

Managing Director

Andrew Bierschenk

Senior Vice President, Transportation Infrastructure Investing

Charles Blackburn

Managing Director and Co-Head of Europe Distressed Opportunities

David Brown

Managing Director

Bret Budenbender

Partner and Co Portfolio Manager

James Burchetta

Managing Director, Real Assets

Pablo Vélez Calvo

Managing Director

Michael Cardito

Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group

Atif Chaudhry

Managing Director

Pearlyn Chong

Managing Director

Jay Daryanani

Managing Director

Juan Espinoza

Managing Director

Ashley Frey

Product Specialist Associate

Adam Gray

Managing Director

Steven Gudovic

Managing Director

Andrew Guichet

Senior Vice President

Milwood Hobbs Jr.

Managing Director and Head of Sourcing and Origination

Peter Jonna

Managing Director

Mary Knobler

Managing Director - External Affairs

Jordon Kruse

Managing Director and Co-Portfolio Manager

Brian Laibow

Assistant Vice President

Sherman Lau

Managing Director

Michael Lavi

Vice President

Charlotte Liu

Vice President

Nidhish Mundra

Senior Vice President

Andrew Murray

Managing Director, Client Relations

Armen Panossian

Co-CEO

Jared Parker

Managing Director and Co-Head of North America

Dante Quazzo

Senior Vice President

Michael Scardigli

Managing Director

David Smolens

Managing Director

James Van Steenkiste

Managing Director and Co-Portfolio Manager, European Principal Group

Robert Sullivan

Managing Director

Steven Tesoriere

Co-Portfolio Manager and Managing Director

Jacky Tian

Senior Vice President

Janet Wang

Managing Director and Co-Portfolio Manager

Matt Wilson

Managing Director and Co-Portfolio Manager

Phil Wilson

Vice President

Past deals in Asset Management

Primary Wave

Private Equity Round in 2021
Provider of music publishing, marketing, and talent management services intended for the entertainment industry. The company focuses on investing in music intellectual property (IP), typically through partnerships with important music catalog rightsholders, with a proven track record of driving value creation for investors, artists, and estates, it also raises, creates, and manages funds that are used for the acquisition of copyrights for music catalogs.

Singular

Private Equity Round in 2019
Singular is an asset management company that focuses on managing funds for high-net-worth individuals and institutional clients. With a long history of handling institutional investments, the firm emphasizes a long-term investment strategy supported by proprietary research and direct company engagement. By utilizing both fundamental and analytical approaches, Singular aims to meet the specific investment objectives and risk tolerances of its clients.

Kudu Investment Management

Funding Round in 2018
Kudu Investment Management LLC is a private equity and venture capital firm established in 2015 and based in New York, New York. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfer, partner liquidity, management buyouts, and acquisition and growth financing. Kudu offers minority-stake equity investments, aiming to support managers seeking capital events while retaining their independence. As a registered investment adviser, Kudu Investment Management is dedicated to facilitating strategic financial solutions for its clients in the asset management sector.
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