Oaktree Capital Management, established in 1995 and headquartered in Los Angeles, is a global alternative investment firm. It specializes in credit strategies, focusing on less efficient markets and alternative investments. Oaktree's portfolio comprises primarily credit (66%), including private debts, with the remainder in real assets (14%), private equity (13%), and listed equities (7%). The firm aims to deliver consistent, superior performance with a strong emphasis on risk control. Its expertise spans credit, real estate, infrastructure, and private equity, with a track record of success since its inception. Oaktree has expanded its infrastructure investments through strategic acquisitions, such as Highstar Capital in 2014.
Managing Director and Co-Head of Europe Distressed Opportunities
David Brown
Managing Director
Bret Budenbender
Partner and Co Portfolio Manager
Pablo Vélez Calvo
Managing Director
Atif Chaudhry
Managing Director
Juan Espinoza
Managing Director
Ashley Frey
Product Specialist Associate
Adam Gray
Managing Director
Steven Gudovic
Managing Director
Andrew Guichet
Senior Vice President
Brook Hinchman
Vice President
Milwood Hobbs, Jr.
Managing Director and Head of Sourcing and Origination
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
Nidhish Mundra
Senior Vice President
Andrew Murray
Managing Director, Client Relations
Armen Panossian
Co-CEO
Suzana Peric
Managing Director, Sourcing and Origination
Dante Quazzo
Senior Vice President
Michael Scardigli
Managing Director
David Smolens
Managing Director
Steven Tesoriere
Managing Director and Co-Portfolio Manager of Value Opportunities
Jacky Tian
Senior Vice President
Janet Wang
Managing Director and Co-Portfolio Manager
Matt Wilson
Managing Director and Co-Portfolio Manager
Jordon Kruse
Managing Director and Co-Portfolio Manager
Matthew Wilson
Managing Director and Co-Portfolio Manager
Past deals in Investment Banking
Xenia Capital
Acquisition in 2025
Xenia Capital, established in Spain and Portugal, specializes in alternative financing for real estate development. It provides funding for property acquisition and construction, focusing on residential and hospitality sectors. The company aims to facilitate capital access for diverse real estate projects, supporting both developers and investors.
B. Riley Financial
Post in 2025
B. Riley Financial is a financial services firm based in Woodland Hills, California, founded in 1973. It specializes in providing a wide range of services including investment banking, wealth management, corporate advisory, and financial consulting. The firm caters to both public and private companies, as well as high-net-worth individuals, addressing their capital raising and financial advisory needs. Through its various wholly-owned subsidiaries, B. Riley offers complementary services such as equity research, institutional trading, corporate restructuring, and valuation services. The company serves multiple industries, including aerospace, industrial supplies, food products, and real estate, delivering tailored solutions to meet the diverse needs of its clients.
MSR Asset Vehicle
Private Equity Round in 2024
MSR Asset Vehicle is a specialized investment firm focused on acquiring and managing Mortgage Servicing Rights (MSRs). It offers expertise in navigating economic cycles, portfolio management, and nationwide licensing, helping investors and mortgage originators optimize returns and enhance operational efficiency.
AZ NGA
Private Equity Round in 2024
AZ NGA is an investment company for accounting and financial advisory firms.
Primary Wave
Private Equity Round in 2021
Primary Wave is an entertainment company specializing in talent management, literary representation, and music publishing services. It invests in music intellectual property through strategic partnerships with notable rights holders, aiming to create value for investors, artists, and estates.
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