Oaktree Capital Management
Industry: Asset management company
DescriptionOaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. It is the largest distressed securities investor in the world, and one of the largest credit investors in the world. Assets under management: 122 billion USD (as of June 30, 2018) CEO: Jay S. Wintrob (6 Oct 2014–) Subsidiaries: GFI Energy Ventures LLC, Highstar Capital, Founders: Howard S. Marks, Bruce Karsh, Steven Kaplan, Larry Keele, Sheldon Stone, Richard Masson
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Oaktree Capital Management Employees
Employee
Years
Job
Industry
Fiona French Fiona French's Oaktree Capital Management Experience January 2015 - Present
Job AVP, Compliance at Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Barry Alexander Moores Barry Alexander Moores's Oaktree Capital Management Experience June 2014 - July 2014
Job Summer Analyst, Oaktree Capital Management
Industry Higher Education
Experience
Oaktree Capital Management June 2014 - July 2014
UC Berkeley Recreational Sports Facility October 2012 - May 2013
San Diego Padres June 2012 - August 2012
Major League Baseball China May 2010 - August 2010
Skills
Advertising, Team Building, Public Speaking, Marketing, Nonprofits, Social Media, Fundraising, PowerPoint, Research, Chinese
Education
UC Berkeley 2011 — 2015
B.S., Business Administration & B.S., Economics, GPA: 3.5
The Bishop's School 2005 — 2011
Oaktree Capital Management June 2014 - July 2014
UC Berkeley Recreational Sports Facility October 2012 - May 2013
San Diego Padres June 2012 - August 2012
Major League Baseball China May 2010 - August 2010
Skills
Advertising, Team Building, Public Speaking, Marketing, Nonprofits, Social Media, Fundraising, PowerPoint, Research, Chinese
Education
UC Berkeley 2011 — 2015
B.S., Business Administration & B.S., Economics, GPA: 3.5
The Bishop's School 2005 — 2011
Peter Deutsch Peter Deutsch's Oaktree Capital Management Experience July 2006 - July 2008
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Oaktree Capital Management July 2006 - July 2008
Goldman Sachs July 2004 - July 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Williams College 2000 — 2004
BA, Economics
Fidelity Investments August 2010 - Present
Oaktree Capital Management July 2006 - July 2008
Goldman Sachs July 2004 - July 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Williams College 2000 — 2004
BA, Economics
Becky Kong Chuen Becky Kong Chuen's Oaktree Capital Management Experience March 2009 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry
Experience
Oaktree Capital Management March 2009 - Present
Accenture April 2005 - February 2009
Skills
Private Equity, Emerging Markets, Strategy, Investments
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Oaktree Capital Management March 2009 - Present
Accenture April 2005 - February 2009
Skills
Private Equity, Emerging Markets, Strategy, Investments
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Linda Hsu Linda Hsu's Oaktree Capital Management Experience 2011 - 2011
Job
Industry Consumer Goods
Experience
PIMCO 2011 - 2014
Oaktree Capital Management 2011 - 2011
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2010
STARWORKS Group 2008 - 2008
KARA Dors Public Relations 2006 - 2006
Education
University of California, Los Angeles 2004 — 2009
Bachelor of Arts
University of Sussex 2009 — 2009
PIMCO 2011 - 2014
Oaktree Capital Management 2011 - 2011
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2010
STARWORKS Group 2008 - 2008
KARA Dors Public Relations 2006 - 2006
Education
University of California, Los Angeles 2004 — 2009
Bachelor of Arts
University of Sussex 2009 — 2009
Sha Li Sha Li's Oaktree Capital Management Experience September 2014 - Present
Job Senior Fund Accountant at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2014 - Present
McKinley Capital Management July 2013 - August 2014
McKinley Capital Management July 2011 - July 2013
McKinley Capital Management May 2011 - July 2011
Skills
Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Asset Management, Financial Analysis, Investments, Mutual Funds, Derivatives, Fixed Income, Accounting, Asset Allocation, Fund Accounting, APX, Moxy
Education
University of Alaska Anchorage 2006 — 2010
Bachelor's Degree, Business Administration and Management
Oaktree Capital Management September 2014 - Present
McKinley Capital Management July 2013 - August 2014
McKinley Capital Management July 2011 - July 2013
McKinley Capital Management May 2011 - July 2011
Skills
Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Asset Management, Financial Analysis, Investments, Mutual Funds, Derivatives, Fixed Income, Accounting, Asset Allocation, Fund Accounting, APX, Moxy
Education
University of Alaska Anchorage 2006 — 2010
Bachelor's Degree, Business Administration and Management
Douglas A. La Rose Douglas A. La Rose's Oaktree Capital Management Experience October 2013 - Present
Job Office Services Management
Industry Hospitality
Experience
Oaktree Capital Management October 2013 - Present
US Consulate, Sydney September 2012 - February 2013
Royal Botanic Gardens January 2012 - September 2012
Capital Group December 2006 - December 2011
Forty One Restaurant June 2005 - June 2006
Short Black Cafe January 2004 - June 2005
Four Seasons Hotels and Resorts June 1996 - June 2002
Education
James Madison University 1991 — 1995
Bachelor of Business Administration (BBA), Hospitality Administration/Management
Oaktree Capital Management October 2013 - Present
US Consulate, Sydney September 2012 - February 2013
Royal Botanic Gardens January 2012 - September 2012
Capital Group December 2006 - December 2011
Forty One Restaurant June 2005 - June 2006
Short Black Cafe January 2004 - June 2005
Four Seasons Hotels and Resorts June 1996 - June 2002
Education
James Madison University 1991 — 1995
Bachelor of Business Administration (BBA), Hospitality Administration/Management
Alison Ball Alison Ball's Oaktree Capital Management Experience November 2013 - February 2014
Job Presentation Consultant / Production Coordinator
Industry Entertainment
Experience
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Linda Weiss Linda Weiss's Oaktree Capital Management Experience 2001 - 2012
Job
Industry Investment Management
Experience
Oaktree Capital Management 2001 - 2012
Litton Industries 1995 - 2001
Ohbayashi America Corp 1987 - 1994
The Grupe Development Company 1982 - 1985
Education
University of California, Irvine
Master of Business Administration (MBA)
Oaktree Capital Management 2001 - 2012
Litton Industries 1995 - 2001
Ohbayashi America Corp 1987 - 1994
The Grupe Development Company 1982 - 1985
Education
University of California, Irvine
Master of Business Administration (MBA)
Donna Barnes Donna Barnes's Oaktree Capital Management Experience August 2011 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2011 - Present
PIMCO April 2001 - July 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S.
Oaktree Capital Management August 2011 - Present
PIMCO April 2001 - July 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S.
Mei Iao, MBA Mei Iao, MBA's Oaktree Capital Management Experience March 2015 - Present
Job Treasury Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management March 2015 - Present
SS&C GlobeOp November 2014 - March 2015
Oaktree Capital Management, L.P. October 2007 - November 2014
Churchill Management Group 2004 - 2007
State Compensation Insurance Fund 2003 - 2004
Modernica, INC. 2002 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Finance
University of California, Riverside
Bachelor of Science in Business Administration
Oaktree Capital Management March 2015 - Present
SS&C GlobeOp November 2014 - March 2015
Oaktree Capital Management, L.P. October 2007 - November 2014
Churchill Management Group 2004 - 2007
State Compensation Insurance Fund 2003 - 2004
Modernica, INC. 2002 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Finance
University of California, Riverside
Bachelor of Science in Business Administration
Trevor Luong Trevor Luong's Oaktree Capital Management Experience July 2015 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Education
University of California, Los Angeles 2009 — 2012
BA, Business Economics
Oaktree Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Education
University of California, Los Angeles 2009 — 2012
BA, Business Economics
Jessica Cline Jessica Cline's Oaktree Capital Management Experience January 2009 - February 2015
Job Executive Assistant at Capital Group
Industry Investment Management
Experience
Capital Group February 2015 - Present
Oaktree Capital Management January 2009 - February 2015
Royal Bank of Scotland 2006 - 2008
The Sports Club/LA 2001 - 2006
Skills
Outlook, Microsoft Excel, Microsoft Office, Project Management, Banking, Administrative..., Customer Service, Sales
Education
MiraCosta College 1997 — 1998
General Studies
Capital Group February 2015 - Present
Oaktree Capital Management January 2009 - February 2015
Royal Bank of Scotland 2006 - 2008
The Sports Club/LA 2001 - 2006
Skills
Outlook, Microsoft Excel, Microsoft Office, Project Management, Banking, Administrative..., Customer Service, Sales
Education
MiraCosta College 1997 — 1998
General Studies
Chen Chao Chen Chao's Oaktree Capital Management Experience 2011 - 2012
Job MBA Candidate, Class of 2016 at USC Marshall School of Business
Industry Financial Services
Experience
Southern California Edison (SCE) June 2015 - Present
USC Marshall School of Business July 2014 - Present
Bank of America 2013 - July 2014
Department of Financial Institutions 2012 - 2013
Oaktree Capital Management 2011 - 2012
Hostlink America Corp December 2009 - December 2010
Skills
Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Auditing, Analytics, Equity Research, Microsoft Excel, PowerPoint, Accounting, Interviews, Nonprofits, Budgets, Photoshop, Microsoft Word, General Ledger
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of California, Los Angeles 2007 — 2009
Bachelor, Business/Managerial Economics
Ohlone College 2005 — 2007
Associate's degree, Business Administration
Southern California Edison (SCE) June 2015 - Present
USC Marshall School of Business July 2014 - Present
Bank of America 2013 - July 2014
Department of Financial Institutions 2012 - 2013
Oaktree Capital Management 2011 - 2012
Hostlink America Corp December 2009 - December 2010
Skills
Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Auditing, Analytics, Equity Research, Microsoft Excel, PowerPoint, Accounting, Interviews, Nonprofits, Budgets, Photoshop, Microsoft Word, General Ledger
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of California, Los Angeles 2007 — 2009
Bachelor, Business/Managerial Economics
Ohlone College 2005 — 2007
Associate's degree, Business Administration
Bryan Groppi Bryan Groppi's Oaktree Capital Management Experience September 2011 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2011 - Present
The Bank of New York Mellon August 2003 - August 2011
Skills
Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Management, Financial Services, Risk Management, Facilities Management, Corporate Real Estate, Insurance, Travel Management, International Flight..., Corporate Aircraft, Operations Management, Marketing, Management, Financial Markets
Education
New York University 2004 — 2007
MBA
Villanova University 1996 — 2000
BS, Business Administration
Oaktree Capital Management September 2011 - Present
The Bank of New York Mellon August 2003 - August 2011
Skills
Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Management, Financial Services, Risk Management, Facilities Management, Corporate Real Estate, Insurance, Travel Management, International Flight..., Corporate Aircraft, Operations Management, Marketing, Management, Financial Markets
Education
New York University 2004 — 2007
MBA
Villanova University 1996 — 2000
BS, Business Administration
Jack Turchick Jack Turchick's Oaktree Capital Management Experience November 2014 - January 2015
Job Broadcasting Major at Temple University
Industry Entertainment
Experience
JRealty January 2015 - Present
Oaktree Capital Management November 2014 - January 2015
Trademark Talent August 2014 - November 2014
New Horizons Pictures June 2013 - August 2013
Barry Katz Entertainment May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Social Media, Team Leadership, Social Networking, Chi Nei Tsang, Arab-Israeli Conflict
Education
Temple University 2011 — 2014
Broadcasting
Saint Joseph's University 2010 — 2011
Central Bucks South High School 2008 — 2010
High School Diploma
JRealty January 2015 - Present
Oaktree Capital Management November 2014 - January 2015
Trademark Talent August 2014 - November 2014
New Horizons Pictures June 2013 - August 2013
Barry Katz Entertainment May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Social Media, Team Leadership, Social Networking, Chi Nei Tsang, Arab-Israeli Conflict
Education
Temple University 2011 — 2014
Broadcasting
Saint Joseph's University 2010 — 2011
Central Bucks South High School 2008 — 2010
High School Diploma
Bill Loskota Bill Loskota's Oaktree Capital Management Experience January 2013 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management January 2013 - Present
Oaktree Capital Management May 2011 - December 2012
UBS Private Wealth Management July 2010 - May 2011
UBS Private Wealth Management February 2008 - July 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Pepperdine University
B.S., Finance
Oaktree Capital Management January 2013 - Present
Oaktree Capital Management May 2011 - December 2012
UBS Private Wealth Management July 2010 - May 2011
UBS Private Wealth Management February 2008 - July 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Pepperdine University
B.S., Finance
Kathy Porto Chang Kathy Porto Chang's Oaktree Capital Management Experience August 2007 - July 2010
Job Product Manager
Industry Internet
Experience
Signpost February 2014 - March 2015
Moro November 2013 - February 2014
Huge June 2013 - August 2013
Levo League February 2013 - May 2013
General Assemb.ly November 2012 - February 2013
Oaktree Capital Management August 2007 - July 2010
Citigroup Global Corporate Investment Bank, Leveraged Finance July 2005 - June 2007
Skills
Business Design, User Experience Testing, User Experience Design, Business Strategy, Marketing Analytics, Data Analysis, Financial Modeling, Visual Storytelling, Due Diligence, Valuation, Investments, Capital Markets, Customer Acquisition..., Management, Strategy, Start-ups, Private Equity, Software Project..., User Experience, Corporate Development, Portfolio Management, E-commerce, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor’s Degree, Finance
University of Pennsylvania 2001 — 2005
Bachelor’s Degree, International Relations
Taipei American School 1998 — 2001
High School
Signpost February 2014 - March 2015
Moro November 2013 - February 2014
Huge June 2013 - August 2013
Levo League February 2013 - May 2013
General Assemb.ly November 2012 - February 2013
Oaktree Capital Management August 2007 - July 2010
Citigroup Global Corporate Investment Bank, Leveraged Finance July 2005 - June 2007
Skills
Business Design, User Experience Testing, User Experience Design, Business Strategy, Marketing Analytics, Data Analysis, Financial Modeling, Visual Storytelling, Due Diligence, Valuation, Investments, Capital Markets, Customer Acquisition..., Management, Strategy, Start-ups, Private Equity, Software Project..., User Experience, Corporate Development, Portfolio Management, E-commerce, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor’s Degree, Finance
University of Pennsylvania 2001 — 2005
Bachelor’s Degree, International Relations
Taipei American School 1998 — 2001
High School
Beth Aldrich Beth Aldrich's Oaktree Capital Management Experience June 2001 - August 2009
Job Executive Assistant and Office Manager at Brandow & Johnston, Inc. Structural & Civil Engineers
Industry Financial Services
Experience
Brandow & Johnston, Inc. Structural & Civil Engineers January 2014 - Present
Montgomery & Co., LLC August 2010 - April 2013
Oaktree Capital Management June 2001 - August 2009
Sepulveda Capital 1998 - 2001
Bankers Mortgage Trust 1991 - 1995
Skills
Fundraising, Event Management, Salesforce.com, Database Administration, Microsoft Word, Market Research, Start-ups, Microsoft Office, Venture Capital, Event Planning, Due Diligence, Microsoft Excel
Education
Moody Bible Institute
Theology
Roosevelt High School Minneapolis
Brandow & Johnston, Inc. Structural & Civil Engineers January 2014 - Present
Montgomery & Co., LLC August 2010 - April 2013
Oaktree Capital Management June 2001 - August 2009
Sepulveda Capital 1998 - 2001
Bankers Mortgage Trust 1991 - 1995
Skills
Fundraising, Event Management, Salesforce.com, Database Administration, Microsoft Word, Market Research, Start-ups, Microsoft Office, Venture Capital, Event Planning, Due Diligence, Microsoft Excel
Education
Moody Bible Institute
Theology
Roosevelt High School Minneapolis
Anna Sickler Anna Sickler's Oaktree Capital Management Experience January 2014 - March 2015
Job HRIS Analyst at Insight
Industry Information Technology and Services
Experience
Insight April 2015 - Present
Oaktree Capital Management January 2014 - March 2015
Oaktree Capital Management July 2011 - December 2013
Skills
Human Resources, ADP Payroll, ADP E-Time, HRIS, Metrics Reporting, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SuccessFactors
Education
Stanford University 2007 — 2011
BA, Classics
Stanford University 2007 — 2011
Minor, Linguistics
San Gabriel Mission High School 2003 — 2007
Valedictorian
Insight April 2015 - Present
Oaktree Capital Management January 2014 - March 2015
Oaktree Capital Management July 2011 - December 2013
Skills
Human Resources, ADP Payroll, ADP E-Time, HRIS, Metrics Reporting, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SuccessFactors
Education
Stanford University 2007 — 2011
BA, Classics
Stanford University 2007 — 2011
Minor, Linguistics
San Gabriel Mission High School 2003 — 2007
Valedictorian
florence espinoza florence espinoza's Oaktree Capital Management Experience June 2009 - April 2012
Job french ads quality rater at Google
Industry Internet
Experience
Google November 2012 - Present
Oaktree Capital Management June 2009 - April 2012
L'Oréal November 2007 - June 2008
CISAC June 2006 - May 2007
Systeia Capital Management - Groupe Credit Lyonnais December 2003 - December 2005
J.P. Morgan October 2001 - August 2003
Partech International February 1999 - August 2000
Education
UCSB 1996 — 1998
Bachelor's degree, Spanish Language and Literature
UC Berkeley 1993 — 1995
Google November 2012 - Present
Oaktree Capital Management June 2009 - April 2012
L'Oréal November 2007 - June 2008
CISAC June 2006 - May 2007
Systeia Capital Management - Groupe Credit Lyonnais December 2003 - December 2005
J.P. Morgan October 2001 - August 2003
Partech International February 1999 - August 2000
Education
UCSB 1996 — 1998
Bachelor's degree, Spanish Language and Literature
UC Berkeley 1993 — 1995
Andrew Osler Andrew Osler's Oaktree Capital Management Experience August 2009 - Present
Job Managing Director at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2009 - Present
GFI Energy Ventures August 1999 - July 2009
Enron Capital & Trade 1998 - 1999
McKinsey & Company 1995 - 1997
Arthur Andersen & Co 1988 - 1994
Skills
Private Equity, Investments, Corporate Development, Cleantech, Renewable Energy, Due Diligence, Energy, Business Strategy, Mergers, Alternative Energy, Valuation, Financial Modeling, Management Consulting, Corporate Finance, Clean Technology, LBO, Restructuring, Smart Grid
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA
Massachusetts Institute of Technology 1980 — 1984
BS, Physics
Noble & Greenough School
Oaktree Capital Management August 2009 - Present
GFI Energy Ventures August 1999 - July 2009
Enron Capital & Trade 1998 - 1999
McKinsey & Company 1995 - 1997
Arthur Andersen & Co 1988 - 1994
Skills
Private Equity, Investments, Corporate Development, Cleantech, Renewable Energy, Due Diligence, Energy, Business Strategy, Mergers, Alternative Energy, Valuation, Financial Modeling, Management Consulting, Corporate Finance, Clean Technology, LBO, Restructuring, Smart Grid
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA
Massachusetts Institute of Technology 1980 — 1984
BS, Physics
Noble & Greenough School
Andrew Moir's Oaktree Capital Management Experience July 2013 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Stanford University September 2010 - July 2011
Education
Stanford University 2010 — 2011
Doctor of Philosophy (PhD), Chemistry
Yale University 2006 — 2010
B.S. (Int.), Chemistry, cum laude with Distinction
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Stanford University September 2010 - July 2011
Education
Stanford University 2010 — 2011
Doctor of Philosophy (PhD), Chemistry
Yale University 2006 — 2010
B.S. (Int.), Chemistry, cum laude with Distinction
Bianca Tomkoria's Oaktree Capital Management Experience August 2014 - Present
Job Associate at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management August 2014 - Present
Morgan Stanley June 2012 - July 2014
Arch Bay Capital June 2011 - August 2011
Arch Bay Capital June 2010 - August 2010
FMV Opinions, Inc. March 2010 - May 2010
The Daily Californian September 2009 - January 2010
UNA-USA East bay 2009 - 2009
Skills
Public Speaking, Nonprofits, Research, Social Media, PowerPoint, Financial Modeling
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
Oaktree Capital Management August 2014 - Present
Morgan Stanley June 2012 - July 2014
Arch Bay Capital June 2011 - August 2011
Arch Bay Capital June 2010 - August 2010
FMV Opinions, Inc. March 2010 - May 2010
The Daily Californian September 2009 - January 2010
UNA-USA East bay 2009 - 2009
Skills
Public Speaking, Nonprofits, Research, Social Media, PowerPoint, Financial Modeling
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
Donal Long Donal Long's Oaktree Capital Management Experience March 2014 - Present
Job AVP at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management March 2014 - Present
KPMG Advisory August 2010 - February 2014
KPMG September 2006 - April 2010
Skills
Auditing, IFRS, Banking, Financial Services, US GAAP, Credit, Management, Sarbanes-Oxley, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Accounting, GAAP, Investment Management, Financial Analysis, Tax, Internal Audit, Financial Audits, External Audit
Education
University College Cork 2003 — 2006
Accounting, Accounting, Finance, Econimics, Corporate Finance
Oaktree Capital Management March 2014 - Present
KPMG Advisory August 2010 - February 2014
KPMG September 2006 - April 2010
Skills
Auditing, IFRS, Banking, Financial Services, US GAAP, Credit, Management, Sarbanes-Oxley, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Accounting, GAAP, Investment Management, Financial Analysis, Tax, Internal Audit, Financial Audits, External Audit
Education
University College Cork 2003 — 2006
Accounting, Accounting, Finance, Econimics, Corporate Finance
Daniel Saieh, CFA Daniel Saieh, CFA's Oaktree Capital Management Experience October 2012 - Present
Job
Industry Financial Services
Experience
Oaktree Capital Management October 2012 - Present
VelocityShares April 2012 - October 2012
BlackRock January 2011 - September 2011
BlackRock June 2005 - December 2010
Barclays Global Investors January 2004 - May 2005
Barclays Global Investors September 2001 - December 2003
Dresdner RCM Global Investors January 2000 - August 2001
Socimer Corredora de Bolsa (Chilean Broker Dealer) July 1996 - December 1997
Banosorno Corredora de Bolsa (Chilean Broker Dealer) October 1994 - June 1996
Banosorno Corredora de Bolsa (Chilean Broker Dealer) September 1992 - September 1994
Education
Thunderbird School of Global Management 1998 — 1999
MBA
Universidad del Desarrollo 1988 — 1993
Business Administration, Finance and Economics
Oaktree Capital Management October 2012 - Present
VelocityShares April 2012 - October 2012
BlackRock January 2011 - September 2011
BlackRock June 2005 - December 2010
Barclays Global Investors January 2004 - May 2005
Barclays Global Investors September 2001 - December 2003
Dresdner RCM Global Investors January 2000 - August 2001
Socimer Corredora de Bolsa (Chilean Broker Dealer) July 1996 - December 1997
Banosorno Corredora de Bolsa (Chilean Broker Dealer) October 1994 - June 1996
Banosorno Corredora de Bolsa (Chilean Broker Dealer) September 1992 - September 1994
Education
Thunderbird School of Global Management 1998 — 1999
MBA
Universidad del Desarrollo 1988 — 1993
Business Administration, Finance and Economics
Robyn Muñoz Robyn Muñoz's Oaktree Capital Management Experience March 2012 - Present
Job Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2012 - Present
Sterlingeist, Inc July 2011 - February 2012
Buynak & Fauver, LLP December 2009 - May 2011
Buynak and Fauver, LLP August 2008 - December 2009
Skills
Excel, Microsoft Office, Quickbooks, PowerPoint, Adobe Acrobat, Filemaker Pro, Google Analytics, Accounting, Legal Support, Social Media, Document Management, Creative Problem Solving, Copywriting, Event Planning, Fundraising, Collections, Process Server, Telephone Systems, 10 Key, Dictaphone, Banking, Bookkeeping
Education
University of California, Santa Barbara 2004 — 2008
B.A., English
Santa Barbara City College
Oaktree Capital Management March 2012 - Present
Sterlingeist, Inc July 2011 - February 2012
Buynak & Fauver, LLP December 2009 - May 2011
Buynak and Fauver, LLP August 2008 - December 2009
Skills
Excel, Microsoft Office, Quickbooks, PowerPoint, Adobe Acrobat, Filemaker Pro, Google Analytics, Accounting, Legal Support, Social Media, Document Management, Creative Problem Solving, Copywriting, Event Planning, Fundraising, Collections, Process Server, Telephone Systems, 10 Key, Dictaphone, Banking, Bookkeeping
Education
University of California, Santa Barbara 2004 — 2008
B.A., English
Santa Barbara City College
Carl Stutts Carl Stutts's Oaktree Capital Management Experience Board MemberOsmose2012 - Present
Job Chairman and CEO at Cyanco
Industry Chemicals
Experience
Cyanco October 2008 - Present
Oaktree Capital Management Board MemberOsmose2012 - Present
Celerant Consulting 2005 - 2008
Resolution Performance Products 2005 - 2007
HydroChem Industrial Services, Inc. 2005 - 2007
TPC Group 1998 - 2004
Columbine Venture Funds 1988 - 1998
Tenneco 1971 - 1988
Union Carbide 1968 - 1971
Education
University of Houston
MBA, Finance
North Carolina State University 1964 — 1968
BS, ChE
Cyanco October 2008 - Present
Oaktree Capital Management Board MemberOsmose2012 - Present
Celerant Consulting 2005 - 2008
Resolution Performance Products 2005 - 2007
HydroChem Industrial Services, Inc. 2005 - 2007
TPC Group 1998 - 2004
Columbine Venture Funds 1988 - 1998
Tenneco 1971 - 1988
Union Carbide 1968 - 1971
Education
University of Houston
MBA, Finance
North Carolina State University 1964 — 1968
BS, ChE
Christopher Brothers Christopher Brothers's Oaktree Capital Management Experience 1996 - July 2006
Job Managing Partner at Solace Capital Partners
Industry Financial Services
Experience
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Mustaque Ahmed Mustaque Ahmed's Oaktree Capital Management Experience April 2003 - March 2005
Job Portfolio Manager at Ahmed Capital Management
Industry Financial Services
Experience
Ahmed Capital Management 2012 - Present
Diamondback Capital Management July 2007 - February 2012
Moon Capital March 2005 - July 2007
Oaktree Capital Management April 2003 - March 2005
United Bank of Switzerland June 1996 - April 2003
MetLife February 1993 - May 1996
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1991
Doctor of Philosophy (PhD), Finance
Jahangirnagar University
B.SC (Hons) and M.SC., Economics
The University of Western Ontario
Master's degree, Economics
Ahmed Capital Management 2012 - Present
Diamondback Capital Management July 2007 - February 2012
Moon Capital March 2005 - July 2007
Oaktree Capital Management April 2003 - March 2005
United Bank of Switzerland June 1996 - April 2003
MetLife February 1993 - May 1996
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1991
Doctor of Philosophy (PhD), Finance
Jahangirnagar University
B.SC (Hons) and M.SC., Economics
The University of Western Ontario
Master's degree, Economics
Beaumont Sumile, CPA Beaumont Sumile, CPA's Oaktree Capital Management Experience June 2014 - Present
Job Tax Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management June 2014 - Present
Oaktree Capital Management June 2012 - June 2014
Oaktree Capital Management November 2011 - June 2012
Deloitte August 2011 - November 2011
Deloitte November 2009 - August 2011
Deloitte June 2008 - August 2008
Skills
GoSystems, ProSystem fx Tax, FAS, SEC filings, GAAP, Accounting, Tax Accounting, Corporate Tax, Financial Reporting, US GAAP, Financial Analysis, FIN 48, Auditing, Financial Accounting, Tax, Tax Research, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Income Tax
Education
Loyola Marymount University 2005 — 2009
Bachelor of Science & BBA, Accounting, Finance
Punahou School 2001 — 2005
Oaktree Capital Management June 2014 - Present
Oaktree Capital Management June 2012 - June 2014
Oaktree Capital Management November 2011 - June 2012
Deloitte August 2011 - November 2011
Deloitte November 2009 - August 2011
Deloitte June 2008 - August 2008
Skills
GoSystems, ProSystem fx Tax, FAS, SEC filings, GAAP, Accounting, Tax Accounting, Corporate Tax, Financial Reporting, US GAAP, Financial Analysis, FIN 48, Auditing, Financial Accounting, Tax, Tax Research, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Income Tax
Education
Loyola Marymount University 2005 — 2009
Bachelor of Science & BBA, Accounting, Finance
Punahou School 2001 — 2005
Daniel Konialian's Oaktree Capital Management Experience February 2013 - July 2014
Job MBA Candidate at USC Marshall School of Business
Industry Financial Services
Experience
FivePoint Communities June 2015 - August 2015
Oaktree Capital Management February 2013 - July 2014
Oaktree Capital Management July 2011 - January 2013
Malika Finance June 2010 - August 2010
Kappa Alpha Order September 2008 - August 2009
Camp JCA Shalom April 2006 - August 2008
Skills
Research, Accounting, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Microsoft Excel, Alternative Investments, Data Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Universidad de Belgrano 2010 — 2010
Spanish Development and Study of South American Economics
North Hollywood HS 2003 — 2007
FivePoint Communities June 2015 - August 2015
Oaktree Capital Management February 2013 - July 2014
Oaktree Capital Management July 2011 - January 2013
Malika Finance June 2010 - August 2010
Kappa Alpha Order September 2008 - August 2009
Camp JCA Shalom April 2006 - August 2008
Skills
Research, Accounting, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Microsoft Excel, Alternative Investments, Data Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Universidad de Belgrano 2010 — 2010
Spanish Development and Study of South American Economics
North Hollywood HS 2003 — 2007
Padina Abbaspour Padina Abbaspour's Oaktree Capital Management Experience May 2011 - Present
Job Executive Assistant at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management May 2011 - Present
FirstService PGP Valuation September 2007 - April 2011
Skills
Word, Excel, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Sales, Marketing, PowerPoint, Real Estate, Customer Service, Management, Public Speaking, Event Planning, Financial Analysis, Social Media, Salesforce.com, Photoshop, Makeup Artistry, Analysis, Strategic Planning, Coordinators, Beauty Industry
Education
University of California, Irvine 2005 — 2007
BA, English
Oaktree Capital Management May 2011 - Present
FirstService PGP Valuation September 2007 - April 2011
Skills
Word, Excel, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Sales, Marketing, PowerPoint, Real Estate, Customer Service, Management, Public Speaking, Event Planning, Financial Analysis, Social Media, Salesforce.com, Photoshop, Makeup Artistry, Analysis, Strategic Planning, Coordinators, Beauty Industry
Education
University of California, Irvine 2005 — 2007
BA, English
Jeremy Booker Jeremy Booker's Oaktree Capital Management Experience January 2014 - Present
Job Senior Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management January 2014 - Present
Oaktree Capital Management January 2012 - December 2013
Oaktree Capital Management December 2008 - December 2011
Imperial Capital LLC August 2003 - December 2008
Education
University of Arkansas 1999 — 2002
BSBA, Finance and Banking
Oaktree Capital Management January 2014 - Present
Oaktree Capital Management January 2012 - December 2013
Oaktree Capital Management December 2008 - December 2011
Imperial Capital LLC August 2003 - December 2008
Education
University of Arkansas 1999 — 2002
BSBA, Finance and Banking
Karim Moolani Karim Moolani's Oaktree Capital Management Experience June 2010 - April 2013
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital August 2014 - Present
Macquarie Group May 2013 - August 2014
Oaktree Capital Management June 2010 - April 2013
McKinsey & Company August 2008 - May 2010
Education
The University of Western Ontario - Richard Ivey School of Business
Silver Point Capital August 2014 - Present
Macquarie Group May 2013 - August 2014
Oaktree Capital Management June 2010 - April 2013
McKinsey & Company August 2008 - May 2010
Education
The University of Western Ontario - Richard Ivey School of Business
Liz Dancho Liz Dancho's Oaktree Capital Management Experience April 2011 - March 2015
Job Wife and Mom at Dancho House
Industry Financial Services
Experience
Dancho House March 2015 - Present
Oaktree Capital Management April 2011 - March 2015
Bridgewater Associates, LP May 2010 - February 2011
Bridgewater Associates February 2009 - May 2010
M. E. Sharpe, Inc December 2008 - February 2009
New Canaan Country School August 2008 - December 2008
Skills
Administrative..., Event Planning, Recruiting, Social Networking, Editing, Public Relations, Management, Marketing, Teaching, Interviews, Research, Time Management, Project Management, Office Administration, PowerPoint, Microsoft Office, Microsoft Excel, Event Management, Outlook, Fundraising, Microsoft Word, Nonprofits, Social Media, Customer Service
Education
Trinity College-Hartford 2004 — 2008
BA, Theater and Dance
Rye Country Day School 2001 — 2004
new canaan country school 1990 — 2001
Dancho House March 2015 - Present
Oaktree Capital Management April 2011 - March 2015
Bridgewater Associates, LP May 2010 - February 2011
Bridgewater Associates February 2009 - May 2010
M. E. Sharpe, Inc December 2008 - February 2009
New Canaan Country School August 2008 - December 2008
Skills
Administrative..., Event Planning, Recruiting, Social Networking, Editing, Public Relations, Management, Marketing, Teaching, Interviews, Research, Time Management, Project Management, Office Administration, PowerPoint, Microsoft Office, Microsoft Excel, Event Management, Outlook, Fundraising, Microsoft Word, Nonprofits, Social Media, Customer Service
Education
Trinity College-Hartford 2004 — 2008
BA, Theater and Dance
Rye Country Day School 2001 — 2004
new canaan country school 1990 — 2001
Vincent Cheng Vincent Cheng's Oaktree Capital Management Experience 2010 - Present
Job .
Industry Investment Management
Experience
Oaktree Capital Management 2010 - Present
Hewitt Associates January 2006 - September 2007
Hewitt Associates 2003 - 2005
Skills
Valuation, Data Analysis, Business Strategy, Strategic Planning, Project Management, SQL, Fixed Income Analysis, CLO, CFA Level II, eReportal (Varden), Senior Loans, CDO Suite, Mean Variance..., Black Litterman, Resampling Optimization, Matlab, R, QlikView, Optimization
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Western University 1998 — 2003
B.A., Economics
Western University 1998 — 2002
B.Eng, Computer Engineering
Oaktree Capital Management 2010 - Present
Hewitt Associates January 2006 - September 2007
Hewitt Associates 2003 - 2005
Skills
Valuation, Data Analysis, Business Strategy, Strategic Planning, Project Management, SQL, Fixed Income Analysis, CLO, CFA Level II, eReportal (Varden), Senior Loans, CDO Suite, Mean Variance..., Black Litterman, Resampling Optimization, Matlab, R, QlikView, Optimization
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Western University 1998 — 2003
B.A., Economics
Western University 1998 — 2002
B.Eng, Computer Engineering
Elizabeth Weyand Elizabeth Weyand's Oaktree Capital Management Experience March 2013 - August 2015
Job Recruiter + Hiring Coordinator at StackCommerce
Industry Investment Management
Experience
StackCommerce August 2015 - Present
Oaktree Capital Management March 2013 - August 2015
E R Operating Company February 2011 - March 2013
Youth Harvest, LLC August 2010 - January 2011
Kanakuk Kamps June 2006 - August 2010
Discovery Resources, LLC May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Microsoft Office, Training, PowerPoint, Photoshop, Outlook, Blogger, Twitter, Adobe Acrobat, Fine Woodworking, Facebook, Notary Public, Event Management, Social Media, Social Networking, Management, Customer Service
Education
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Italian, English, and Anthropology
Università per Stranieri di Perugia 2009 — 2009
B2 Intermediate Italian Language, Italian Studies
StackCommerce August 2015 - Present
Oaktree Capital Management March 2013 - August 2015
E R Operating Company February 2011 - March 2013
Youth Harvest, LLC August 2010 - January 2011
Kanakuk Kamps June 2006 - August 2010
Discovery Resources, LLC May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Microsoft Office, Training, PowerPoint, Photoshop, Outlook, Blogger, Twitter, Adobe Acrobat, Fine Woodworking, Facebook, Notary Public, Event Management, Social Media, Social Networking, Management, Customer Service
Education
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Italian, English, and Anthropology
Università per Stranieri di Perugia 2009 — 2009
B2 Intermediate Italian Language, Italian Studies
Elizabeth Arenz Elizabeth Arenz's Oaktree Capital Management Experience June 2014 - August 2014
Job Investment Banking Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. July 2015 - Present
Johns Hopkins University August 2011 - May 2015
Oaktree Capital Management June 2014 - August 2014
Bengur Bryan & Co., Inc. July 2013 - August 2013
Patriot Capital July 2013 - August 2013
Women's Wear Daily June 2012 - August 2012
Skills
Data Analysis, Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Editing, Public Speaking, Community Outreach, Nonprofits, Fundraising, Teaching, Social Media, Facebook, Blogging, Photoshop
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Art History
Greenwich Academy 2008 — 2011
High School Diploma
Robert W. Baird & Co. July 2015 - Present
Johns Hopkins University August 2011 - May 2015
Oaktree Capital Management June 2014 - August 2014
Bengur Bryan & Co., Inc. July 2013 - August 2013
Patriot Capital July 2013 - August 2013
Women's Wear Daily June 2012 - August 2012
Skills
Data Analysis, Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Editing, Public Speaking, Community Outreach, Nonprofits, Fundraising, Teaching, Social Media, Facebook, Blogging, Photoshop
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Art History
Greenwich Academy 2008 — 2011
High School Diploma
Bryan Kurnoff's Oaktree Capital Management Experience July 2013 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Danielle Zainer Poli Danielle Zainer Poli's Oaktree Capital Management Experience July 2014 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Beach Point Capital Management October 2013 - March 2014
PAAMCO September 2008 - July 2012
Dilts Ventures, LLC July 2007 - June 2008
Education
UCLA Anderson School of Management 2012 — 2014
MBA, Finance & Strategy
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration
Oaktree Capital Management July 2014 - Present
Beach Point Capital Management October 2013 - March 2014
PAAMCO September 2008 - July 2012
Dilts Ventures, LLC July 2007 - June 2008
Education
UCLA Anderson School of Management 2012 — 2014
MBA, Finance & Strategy
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration
Alyson Garrido's Oaktree Capital Management Experience January 2013 - May 2014
Job
Industry Professional Training & Coaching
Experience
Private Practice March 2015 - Present
YMCA February 2013 - Present
EF Education First July 2015 - Present
FIDM May 2014 - June 2015
Oaktree Capital Management January 2013 - May 2014
Oaktree Capital Management June 2010 - December 2012
Canyon Capital Advisors June 2008 - June 2010
EF Educational Tours July 2006 - May 2008
EF Education 2006 - 2008
EF Educational Tours December 2003 - July 2006
Skills
Human Resources, Time Management, English, Customer Service, Management, Marketing, Training, Social Networking, Public Speaking, Staff Development, Leadership, Coaching, Social Media, Microsoft Office
Education
International Coach Academy 2015 — 2015
Certified Professional Coach (Candidate), Accredited Coach Training Program
Northeastern University 1999 — 2003
Bachelor of Arts (B.A.), Psychology, Political Science
Private Practice March 2015 - Present
YMCA February 2013 - Present
EF Education First July 2015 - Present
FIDM May 2014 - June 2015
Oaktree Capital Management January 2013 - May 2014
Oaktree Capital Management June 2010 - December 2012
Canyon Capital Advisors June 2008 - June 2010
EF Educational Tours July 2006 - May 2008
EF Education 2006 - 2008
EF Educational Tours December 2003 - July 2006
Skills
Human Resources, Time Management, English, Customer Service, Management, Marketing, Training, Social Networking, Public Speaking, Staff Development, Leadership, Coaching, Social Media, Microsoft Office
Education
International Coach Academy 2015 — 2015
Certified Professional Coach (Candidate), Accredited Coach Training Program
Northeastern University 1999 — 2003
Bachelor of Arts (B.A.), Psychology, Political Science
Amadou K. Traore Amadou K. Traore's Oaktree Capital Management Experience May 2013 - Present
Job Administrator at OAKTREE CAPITAL MANAGEMENT
Industry Financial Services
Experience
Oaktree Capital Management May 2013 - Present
H&R Block December 2011 - February 2013
Skills
Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, Financial Analysis, Tax, Accounts Receivable, Financial Accounting, Tax Preparation, Internal Controls, Income Tax, Bookkeeping, Tax Accounting
Education
Monroe College 2009 — 2011
MBA, Finance
University of Bamako (Mali) 1997 — 2002
Bachelor's degree, Business Administration and Management, General
Oaktree Capital Management May 2013 - Present
H&R Block December 2011 - February 2013
Skills
Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, Financial Analysis, Tax, Accounts Receivable, Financial Accounting, Tax Preparation, Internal Controls, Income Tax, Bookkeeping, Tax Accounting
Education
Monroe College 2009 — 2011
MBA, Finance
University of Bamako (Mali) 1997 — 2002
Bachelor's degree, Business Administration and Management, General
Morgan Burnett's Oaktree Capital Management Experience September 2014 - Present
Job Senior Program Analyst at Oaktree Capital Management
Industry Information Technology and Services
Experience
Oaktree Capital Management September 2014 - Present
Veltig Consulting February 2014 - September 2014
Veltig Consulting March 2013 - February 2014
Paramount Equity December 2012 - February 2013
Paramount Equity December 2011 - December 2012
LED and RAP Productions September 2011 - May 2012
Paramount Equity June 2010 - December 2011
The Niwa Lab March 2011 - September 2011
Skills
Salesforce.com, Marketing, Social Networking, Social Media Marketing, Data Analysis, Microsoft Office, CRM, Facebook, Analytics, Training, Social Media, Event Planning, Event Management, Public Relations, Management, Salesforce Training, Microsoft Excel, Salesforce Administrator, Online Advertising, Lead Generation, Analysis, Market Research, Microsoft Word, PowerPoint, Sales Process, Salesforce.com..., Salesforce.com..., Salesforce.com System..., Salesforce.com..., Marketing Communications, Salesforce.com Certified, Salesforce.com...
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2011
B.S, Physiology and Nueroscience
Bella Vista High School
High School Diploma
Oaktree Capital Management September 2014 - Present
Veltig Consulting February 2014 - September 2014
Veltig Consulting March 2013 - February 2014
Paramount Equity December 2012 - February 2013
Paramount Equity December 2011 - December 2012
LED and RAP Productions September 2011 - May 2012
Paramount Equity June 2010 - December 2011
The Niwa Lab March 2011 - September 2011
Skills
Salesforce.com, Marketing, Social Networking, Social Media Marketing, Data Analysis, Microsoft Office, CRM, Facebook, Analytics, Training, Social Media, Event Planning, Event Management, Public Relations, Management, Salesforce Training, Microsoft Excel, Salesforce Administrator, Online Advertising, Lead Generation, Analysis, Market Research, Microsoft Word, PowerPoint, Sales Process, Salesforce.com..., Salesforce.com..., Salesforce.com System..., Salesforce.com..., Marketing Communications, Salesforce.com Certified, Salesforce.com...
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2011
B.S, Physiology and Nueroscience
Bella Vista High School
High School Diploma
Jason Lee Jason Lee's Oaktree Capital Management Experience July 2009 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
UCLA Anderson School of Management August 2012 - Present
The EDGE Corporation January 2012 - Present
Oaktree Capital Management July 2009 - Present
GFI Energy (Energy Investments) July 2009 - Present
OpTerra Energy Group October 2010 - July 2012
GFI Energy Ventures 2007 - 2009
Ascend August 2001 - July 2007
Youbet.com 2000 - 2001
JP Morgan 1998 - 2000
Skills
Energy, Renewable Energy, Private Equity, LBO, Energy Efficiency, Investments, Finance, Management Consulting, Sustainable Energy, Energy Services, Due Diligence, Cleantech, Mergers, Project Finance, Alternative Energy, Financial Modeling, Venture Capital, Start-ups, Valuation, Corporate Finance, Solar Energy, Business Strategy, Strategic Planning, Business Planning, Corporate Development, Mergers & Acquisitions, Executive Management, Entrepreneurship, Business Development, Management
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Business (Finance / Strategy emphases)
University of California, Berkeley, Haas School of Business 1993 — 1997
B.S., Business
UCLA Anderson School of Management August 2012 - Present
The EDGE Corporation January 2012 - Present
Oaktree Capital Management July 2009 - Present
GFI Energy (Energy Investments) July 2009 - Present
OpTerra Energy Group October 2010 - July 2012
GFI Energy Ventures 2007 - 2009
Ascend August 2001 - July 2007
Youbet.com 2000 - 2001
JP Morgan 1998 - 2000
Skills
Energy, Renewable Energy, Private Equity, LBO, Energy Efficiency, Investments, Finance, Management Consulting, Sustainable Energy, Energy Services, Due Diligence, Cleantech, Mergers, Project Finance, Alternative Energy, Financial Modeling, Venture Capital, Start-ups, Valuation, Corporate Finance, Solar Energy, Business Strategy, Strategic Planning, Business Planning, Corporate Development, Mergers & Acquisitions, Executive Management, Entrepreneurship, Business Development, Management
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Business (Finance / Strategy emphases)
University of California, Berkeley, Haas School of Business 1993 — 1997
B.S., Business
Steven Wei's Oaktree Capital Management Experience December 2009 - Present
Job Senior Analyst at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2009 - Present
Lifetime Entertainment Services February 2009 - December 2009
Disney Interactive Studios June 2008 - January 2009
UC Irvine Extension July 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
Bachelor’s Degree, Sociology, 3.83
Oaktree Capital Management December 2009 - Present
Lifetime Entertainment Services February 2009 - December 2009
Disney Interactive Studios June 2008 - January 2009
UC Irvine Extension July 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
Bachelor’s Degree, Sociology, 3.83
Annette Kunzman Annette Kunzman's Oaktree Capital Management Experience April 1995 - June 2006
Job Treasurer at FASD Network of Southern California
Industry Nonprofit Organization Management
Experience
FASD Network of Southern California 2014 - Present
Oaktree Capital Management April 1995 - June 2006
Skills
Financial Analysis, Financial Modeling, Due Diligence, Finance, Valuation, Accounting, Nonprofits
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA
FASD Network of Southern California 2014 - Present
Oaktree Capital Management April 1995 - June 2006
Skills
Financial Analysis, Financial Modeling, Due Diligence, Finance, Valuation, Accounting, Nonprofits
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA
Andrae Cornett's Oaktree Capital Management Experience June 2011 - Present
Job Accounting Manager at Oaktree Capital Management
Industry Capital Markets
Experience
Oaktree Capital Management June 2011 - Present
KPMG US August 2008 - May 2011
Skills
Internal Controls, US GAAP, Financial Reporting, GAAP, Financial Analysis, Accounting, Auditing, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Modeling, Internal Audit, CPA, SEC Filings, Corporate Finance
Education
Jackson State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Oaktree Capital Management June 2011 - Present
KPMG US August 2008 - May 2011
Skills
Internal Controls, US GAAP, Financial Reporting, GAAP, Financial Analysis, Accounting, Auditing, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Modeling, Internal Audit, CPA, SEC Filings, Corporate Finance
Education
Jackson State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Aaron Turner's Oaktree Capital Management Experience June 2011 - August 2011
Job Senior Associate Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities April 2012 - Present
Oaktree Capital Management June 2011 - August 2011
McCutchen Group LLC May 2007 - May 2010
Quellos Group, LLC September 2005 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Asset Management, Valuation, Financial Statement...
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Washington, Michael G. Foster School of Business
Business Administration, Accounting
Wedbush Securities April 2012 - Present
Oaktree Capital Management June 2011 - August 2011
McCutchen Group LLC May 2007 - May 2010
Quellos Group, LLC September 2005 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Asset Management, Valuation, Financial Statement...
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Washington, Michael G. Foster School of Business
Business Administration, Accounting
Jason Dwight Chow Jason Dwight Chow's Oaktree Capital Management Experience 2010 - 2010
Job Associate at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group 2013 - Present
AvalonBay Communities 2011 - 2013
Oaktree Capital Management 2010 - 2010
Endeavor 2008 - 2009
Goldman, Sachs & Co. 2006 - 2008
UBS Investment Bank 2005 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of California, Berkeley 2000 — 2005
B.S., Industrial Engineering and Operations Research
Lowell High School 1996 — 2000
The Carlyle Group 2013 - Present
AvalonBay Communities 2011 - 2013
Oaktree Capital Management 2010 - 2010
Endeavor 2008 - 2009
Goldman, Sachs & Co. 2006 - 2008
UBS Investment Bank 2005 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of California, Berkeley 2000 — 2005
B.S., Industrial Engineering and Operations Research
Lowell High School 1996 — 2000
Peter Suberlak's Oaktree Capital Management Experience July 2013 - Present
Job Private Equity Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Don Kim Jr. Don Kim Jr.'s Oaktree Capital Management Experience July 2014 - Present
Job Associate Real Estate Opportunities at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management July 2014 - Present
Partners Group June 2013 - June 2014
Crocker Partners LLC August 2011 - May 2013
Booz & Company June 2010 - July 2010
Skills
Real Estate, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Asset Management, Valuation, Disposition, Real Estate Economics, Commercial Real Estate, Investments, Acquisitions, Portfolio Management, Real Estate Transactions, Real Estate Development
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
Punahou School 1994 — 2007
Oaktree Capital Management July 2014 - Present
Partners Group June 2013 - June 2014
Crocker Partners LLC August 2011 - May 2013
Booz & Company June 2010 - July 2010
Skills
Real Estate, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Asset Management, Valuation, Disposition, Real Estate Economics, Commercial Real Estate, Investments, Acquisitions, Portfolio Management, Real Estate Transactions, Real Estate Development
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
Punahou School 1994 — 2007
Stephanie Chua Stephanie Chua's Oaktree Capital Management Experience November 2013 - October 2014
Job Tax Senior at EY
Industry Accounting
Experience
EY November 2014 - Present
Oaktree Capital Management November 2013 - October 2014
EY June 2011 - September 2013
UCLA September 2010 - May 2011
Education
University of Southern California 2013 — 2015
Master of Business Taxation
University of California, Los Angeles 2007 — 2011
BA, Business Economics, Accounting
EY November 2014 - Present
Oaktree Capital Management November 2013 - October 2014
EY June 2011 - September 2013
UCLA September 2010 - May 2011
Education
University of Southern California 2013 — 2015
Master of Business Taxation
University of California, Los Angeles 2007 — 2011
BA, Business Economics, Accounting
Scott Beltz Scott Beltz's Oaktree Capital Management Experience August 2001 - May 2015
Job Managing Director, Head of Americas and Australia, Investor Relations
Industry Investment Management
Mark McKee, CFA Mark McKee, CFA's Oaktree Capital Management Experience 2013 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2013 - Present
Systematic Financial Management 2010 - 2011
Wellington Management Company 2005 - 2010
Fidelity Investments 2003 - 2005
Education
Stonehill College 1999 — 2003
Bachelor of Science, Business Administration; Finance
Oaktree Capital Management 2013 - Present
Systematic Financial Management 2010 - 2011
Wellington Management Company 2005 - 2010
Fidelity Investments 2003 - 2005
Education
Stonehill College 1999 — 2003
Bachelor of Science, Business Administration; Finance
Darius Sepassi Darius Sepassi's Oaktree Capital Management Experience August 2014 - Present
Job Principal Investor at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2011 - July 2014
First Reserve Corporation August 2008 - July 2011
Bear, Stearns & Co. Inc. November 2006 - June 2008
Ernst & Young September 2005 - October 2006
Education
Penn State University 2004 — 2005
M.S., Accounting
Penn State University 2000 — 2004
B.S., Accounting with Distinction
Manalapan High School
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2011 - July 2014
First Reserve Corporation August 2008 - July 2011
Bear, Stearns & Co. Inc. November 2006 - June 2008
Ernst & Young September 2005 - October 2006
Education
Penn State University 2004 — 2005
M.S., Accounting
Penn State University 2000 — 2004
B.S., Accounting with Distinction
Manalapan High School
Mary Pierson Mary Pierson's Oaktree Capital Management Experience June 1997 - December 1999
Job Managing Partner at Meta Group
Industry Retail
Experience
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Gayla Diefenthal's Oaktree Capital Management Experience November 2014 - Present
Job
Industry Financial Services
Experience
Oaktree Capital Management November 2014 - Present
AIG Life & Retirement March 1995 - October 2014
Jackson Lewis LLP 1990 - 1994
Jackson, Lewis, Schnitzler & Krupman 1980 - 1990
Education
Suffolk County Community College 1976 — 1978
Business Administration and Management; Secretarial Science
Oaktree Capital Management November 2014 - Present
AIG Life & Retirement March 1995 - October 2014
Jackson Lewis LLP 1990 - 1994
Jackson, Lewis, Schnitzler & Krupman 1980 - 1990
Education
Suffolk County Community College 1976 — 1978
Business Administration and Management; Secretarial Science
Yulie Lee Yulie Lee's Oaktree Capital Management Experience March 2010 - Present
Job Tax Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management March 2010 - Present
Deloitte Tax LLP January 2007 - May 2009
Deloitte Tax LLP February 2006 - April 2006
Skills
Corporate Tax, Tax, Accounting, GAAP, Tax Accounting, Income Tax, Tax Returns, Hedge Funds, Mutual Funds, Tax Research, SEC Filings, US GAAP
Education
Haas School of Business, UC Berkeley 2003 — 2005
BS, Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2005
Bachelor of Science, Business Administration
Oaktree Capital Management March 2010 - Present
Deloitte Tax LLP January 2007 - May 2009
Deloitte Tax LLP February 2006 - April 2006
Skills
Corporate Tax, Tax, Accounting, GAAP, Tax Accounting, Income Tax, Tax Returns, Hedge Funds, Mutual Funds, Tax Research, SEC Filings, US GAAP
Education
Haas School of Business, UC Berkeley 2003 — 2005
BS, Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2005
Bachelor of Science, Business Administration
Andrew Rosenberg Andrew Rosenberg's Oaktree Capital Management Experience January 2015 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management March 2013 - December 2014
Oaktree Capital Management October 2012 - March 2013
Healthcare Communications Group January 2012 - September 2012
Oaktree Capital Management April 2010 - January 2012
Canterbury Consulting March 2008 - April 2010
Capital Group June 2007 - March 2008
Integr8tive Solutions, Inc August 2005 - May 2007
Skills
Data Analysis, Business Development, Asset Allocation, Capital Markets, Strategic Planning, Project Management, Pharmaceutical Industry, Marketing Strategy, Financial Analysis, New Business Development, Financial Reporting, Superior Client Service, Asset Managment, Financial Markets, Asset Management, Clinical Trials, Clinical Development, Clinical Research, Healthcare
Education
University of California, Irvine 2002 — 2007
B.A, Psychology and Social Behavior; Business Management
University of California, Irvine - The Paul Merage School of Business 2002 — 2007
Minor, Business Management
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management March 2013 - December 2014
Oaktree Capital Management October 2012 - March 2013
Healthcare Communications Group January 2012 - September 2012
Oaktree Capital Management April 2010 - January 2012
Canterbury Consulting March 2008 - April 2010
Capital Group June 2007 - March 2008
Integr8tive Solutions, Inc August 2005 - May 2007
Skills
Data Analysis, Business Development, Asset Allocation, Capital Markets, Strategic Planning, Project Management, Pharmaceutical Industry, Marketing Strategy, Financial Analysis, New Business Development, Financial Reporting, Superior Client Service, Asset Managment, Financial Markets, Asset Management, Clinical Trials, Clinical Development, Clinical Research, Healthcare
Education
University of California, Irvine 2002 — 2007
B.A, Psychology and Social Behavior; Business Management
University of California, Irvine - The Paul Merage School of Business 2002 — 2007
Minor, Business Management
Jason Pae's Oaktree Capital Management Experience December 2014 - Present
Job AVP at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2014 - Present
KPMG LLP August 2007 - December 2014
Skills
Investment Management, Investment Advisor..., Alternative Investments, Hedge Funds, Private Equity, Risk Management, Internal Controls, Trade Compliance, Financial Analysis, Enterprise Risk..., Regulatory Reporting, Management Consulting, Business Process..., Market Research, Financial Modeling, Data Analytics, Sustainability, Environmental Consulting
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.A., Economics
Oaktree Capital Management December 2014 - Present
KPMG LLP August 2007 - December 2014
Skills
Investment Management, Investment Advisor..., Alternative Investments, Hedge Funds, Private Equity, Risk Management, Internal Controls, Trade Compliance, Financial Analysis, Enterprise Risk..., Regulatory Reporting, Management Consulting, Business Process..., Market Research, Financial Modeling, Data Analytics, Sustainability, Environmental Consulting
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.A., Economics
Alap Shah's Oaktree Capital Management Experience May 2012 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management May 2012 - Present
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Corporate Development, Investments, Management Consulting, Investment Banking, Business Strategy, Venture Capital, Hedge Funds, M&A experience
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of California, Irvine
B.A., Economics & Management
Oaktree Capital Management May 2012 - Present
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Corporate Development, Investments, Management Consulting, Investment Banking, Business Strategy, Venture Capital, Hedge Funds, M&A experience
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of California, Irvine
B.A., Economics & Management
Karen Szeto's Oaktree Capital Management Experience August 2012 - Present
Job Compensation Professional
Industry Human Resources
Experience
Toyota Motor Sales USA 2008 - Present
Identify, Inc. 2006 - Present
Oaktree Capital Management August 2012 - Present
Skills
Talent Acquisition, Deferred Compensation, HRIS, Human Resources, Recruiting, Training, Job Evaluation, Onboarding, Talent Management, Employee Relations, Succession Planning, Applicant Tracking..., Performance Management, Compensation & Benefit, Leadership Development
Education
University of California, Los Angeles
BA, Sociology
Toyota Motor Sales USA 2008 - Present
Identify, Inc. 2006 - Present
Oaktree Capital Management August 2012 - Present
Skills
Talent Acquisition, Deferred Compensation, HRIS, Human Resources, Recruiting, Training, Job Evaluation, Onboarding, Talent Management, Employee Relations, Succession Planning, Applicant Tracking..., Performance Management, Compensation & Benefit, Leadership Development
Education
University of California, Los Angeles
BA, Sociology
Felix Shabashevich's Oaktree Capital Management Experience September 2008 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2008 - Present
Bear Stearns July 2007 - August 2008
JP Morgan Securities May 2006 - August 2006
JP Morgan Securities August 2001 - May 2006
Skills
Investment Banking, Credit Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Valuation, Derivatives, Portfolio Management, Corporate Finance, Private Equity, Investments, Venture Capital, Mergers, Bonds, Risk Management, Equity Derivatives, Quantitative Analytics, Investment Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Emphasis in Finance and Accounting
Pace University 1997 — 2001
BS, Computer Science
Oaktree Capital Management September 2008 - Present
Bear Stearns July 2007 - August 2008
JP Morgan Securities May 2006 - August 2006
JP Morgan Securities August 2001 - May 2006
Skills
Investment Banking, Credit Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Valuation, Derivatives, Portfolio Management, Corporate Finance, Private Equity, Investments, Venture Capital, Mergers, Bonds, Risk Management, Equity Derivatives, Quantitative Analytics, Investment Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Emphasis in Finance and Accounting
Pace University 1997 — 2001
BS, Computer Science
Ashley (Ashley Belton) Nieto's Oaktree Capital Management Experience September 2009 - November 2011
Job Creative Human, Fashion Enthusiast, Writer, Marketing & PR Professional with an Entrepreneurial Spirit
Industry Writing and Editing
Experience
Oaktree Capital Management September 2009 - November 2011
Warner Bros. Entertainment Group of Companies September 2005 - January 2006
Skills
Leadership, Marketing, Newsletters, Social Media, Social Media Marketing
Education
Marymount Manhattan College 2001 — 2005
B.A., Communication Arts
William Esper Studio
Oaktree Capital Management September 2009 - November 2011
Warner Bros. Entertainment Group of Companies September 2005 - January 2006
Skills
Leadership, Marketing, Newsletters, Social Media, Social Media Marketing
Education
Marymount Manhattan College 2001 — 2005
B.A., Communication Arts
William Esper Studio
Stephen Laux's Oaktree Capital Management Experience April 2011 - Present
Job Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management April 2011 - Present
Skills
Valuation, Analysis, Equities, Economics, Finance, Management, Research, Marketing, Microsoft Excel, Financial Modeling, PowerPoint, Networking, Private Equity, Due Diligence, Bloomberg, QA Testing, Product Management, Mezzanine, Report Automation, Portfolio Reporting, Report Design
Education
Pomona College 2004 — 2008
BA
High School
Bachelor's degree
Oaktree Capital Management April 2011 - Present
Skills
Valuation, Analysis, Equities, Economics, Finance, Management, Research, Marketing, Microsoft Excel, Financial Modeling, PowerPoint, Networking, Private Equity, Due Diligence, Bloomberg, QA Testing, Product Management, Mezzanine, Report Automation, Portfolio Reporting, Report Design
Education
Pomona College 2004 — 2008
BA
High School
Bachelor's degree
Daniel Schreier's Oaktree Capital Management Experience October 2010 - May 2011
Job Director of: IT Program & Project Mgmt, Functional Architecture & IT Product Mgmt, Application Delivery Mgmt
Industry Information Technology and Services
Experience
CPI Solutions September 2011 - April 2015
Oaktree Capital Management October 2010 - May 2011
Lender Processing Services September 2008 - February 2010
Countrywide July 2007 - April 2008
Indymac Bank September 2005 - June 2007
Indymac Bank February 2004 - September 2005
Indymac Bank April 2000 - February 2004
Geac March 1998 - July 1999
Bankers Trust December 1989 - February 1998
Skills
SDLC, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Program Management, SaaS, Business Process, Strategic Planning, Project Management, Analysis, Management, PMO, Leadership, CRM, Disaster Recovery, ERP, Solution Architecture, Quality Assurance, Scrum, Software Development, Change Management, Banking, Agile Methodologies, SharePoint, SQL, IT Management, Testing, Project Planning, Enterprise Software, IT Strategy, Vendor Management, Resource Management, Business Process..., Enterprise Architecture, Consulting, Visio, Start-ups, IT Service Management, IT Relationship..., Business Transformation, Operations Management, Mission Critical System..., Change Agent
Education
University of Southern California - Marshall School of Business
M.B.A., Finance
Seton Hall University 1984 — 1988
B.S., Management
CPI Solutions September 2011 - April 2015
Oaktree Capital Management October 2010 - May 2011
Lender Processing Services September 2008 - February 2010
Countrywide July 2007 - April 2008
Indymac Bank September 2005 - June 2007
Indymac Bank February 2004 - September 2005
Indymac Bank April 2000 - February 2004
Geac March 1998 - July 1999
Bankers Trust December 1989 - February 1998
Skills
SDLC, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Program Management, SaaS, Business Process, Strategic Planning, Project Management, Analysis, Management, PMO, Leadership, CRM, Disaster Recovery, ERP, Solution Architecture, Quality Assurance, Scrum, Software Development, Change Management, Banking, Agile Methodologies, SharePoint, SQL, IT Management, Testing, Project Planning, Enterprise Software, IT Strategy, Vendor Management, Resource Management, Business Process..., Enterprise Architecture, Consulting, Visio, Start-ups, IT Service Management, IT Relationship..., Business Transformation, Operations Management, Mission Critical System..., Change Agent
Education
University of Southern California - Marshall School of Business
M.B.A., Finance
Seton Hall University 1984 — 1988
B.S., Management
Josie Castilho's Oaktree Capital Management Experience September 2012 - July 2014
Job Business Analyst at Wedbush Securities
Industry Apparel & Fashion
Experience
Wedbush Securities October 2014 - Present
Oaktree Capital Management September 2012 - July 2014
Bullseye Brands September 2010 - February 2012
Saks Fifth Avenue October 2008 - August 2010
TOMS Shoes May 2007 - January 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Event Planning, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Loyola Marymount University 2004 — 2008
Business (Marketing, Finance, Entrepreneurship) & Interdisciplinary Arts concentration
Loyola Marymount University, College of Business Administration 2000 — 2004
Marketing, Entrepreneurship, Finance, and Interdisciplinary Arts
Santa Monica High School
Wedbush Securities October 2014 - Present
Oaktree Capital Management September 2012 - July 2014
Bullseye Brands September 2010 - February 2012
Saks Fifth Avenue October 2008 - August 2010
TOMS Shoes May 2007 - January 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Event Planning, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Loyola Marymount University 2004 — 2008
Business (Marketing, Finance, Entrepreneurship) & Interdisciplinary Arts concentration
Loyola Marymount University, College of Business Administration 2000 — 2004
Marketing, Entrepreneurship, Finance, and Interdisciplinary Arts
Santa Monica High School
Andrew Loeb's Oaktree Capital Management Experience October 2010 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management October 2010 - Present
Semler Brossy Consulting Group July 2008 - October 2010
Skills
Real Estate, Private Equity, Asset Management, Financial Modeling, Financial Reporting, Fundraising, Project Management, Portfolio Performance..., Microsoft Excel, ARGUS, PowerPoint
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Fully Employed Program
University of Arizona 2004 — 2008
Bachelor of Science, Business Economics & Corporate Entrepreneurship with Honors, Summa Cum Laude
Oaktree Capital Management October 2010 - Present
Semler Brossy Consulting Group July 2008 - October 2010
Skills
Real Estate, Private Equity, Asset Management, Financial Modeling, Financial Reporting, Fundraising, Project Management, Portfolio Performance..., Microsoft Excel, ARGUS, PowerPoint
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Fully Employed Program
University of Arizona 2004 — 2008
Bachelor of Science, Business Economics & Corporate Entrepreneurship with Honors, Summa Cum Laude
Adrienne Picou's Oaktree Capital Management Experience 2004 - 2005
Job Personal Assistant to Screenwriter/Director
Industry Motion Pictures and Film
Experience
Confidential November 2007 - Present
The Rohatyn Group 2006 - 2007
Moon Capital Management 2005 - 2006
Oaktree Capital Management 2004 - 2005
Savannah College of Art and Design 2002 - 2004
Capital Thinking 2000 - 2002
Citibank 1995 - 2000
JFM Productions 1993 - 1994
Skills
Events Coordination, Executive..., Office Management, Relationship Management, Program Facilitation, Qualified Teacher
Education
Louisiana State University
Confidential November 2007 - Present
The Rohatyn Group 2006 - 2007
Moon Capital Management 2005 - 2006
Oaktree Capital Management 2004 - 2005
Savannah College of Art and Design 2002 - 2004
Capital Thinking 2000 - 2002
Citibank 1995 - 2000
JFM Productions 1993 - 1994
Skills
Events Coordination, Executive..., Office Management, Relationship Management, Program Facilitation, Qualified Teacher
Education
Louisiana State University
Julia Dring's Oaktree Capital Management Experience August 2011 - June 2014
Job Senior Accounting Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management August 2011 - June 2014
Cast & Crew Entertainment Services January 2010 - July 2011
Cast & Crew Entertainment Services 2010 - 2011
PwC 2008 - 2009
Skills
Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Accounting, Auditing
Education
The George Washington University 2005 — 2008
Bachelor of Accountancy
The George Washington University - School of Business 2005 — 2008
Bachelor, Accounting
Oaktree Capital Management August 2011 - June 2014
Cast & Crew Entertainment Services January 2010 - July 2011
Cast & Crew Entertainment Services 2010 - 2011
PwC 2008 - 2009
Skills
Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Accounting, Auditing
Education
The George Washington University 2005 — 2008
Bachelor of Accountancy
The George Washington University - School of Business 2005 — 2008
Bachelor, Accounting
Michelle Ladd's Oaktree Capital Management Experience December 2008 - Present
Job Assistant Vice President, Enterprise Change Services at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2008 - Present
Ernst & Young November 2004 - December 2008
Department of Navy June 2003 - November 2004
Wells Fargo Home Mortgage October 2002 - June 2003
Skills
Financial Modeling, Financial Analysis, Change Management, Financial Reporting, Strategy, Data Analysis, Due Diligence, Risk Management, Management Consulting, Asset Management, Finance, Private Equity, Business Strategy, Mergers & Acquisitions, Valuation, Corporate Finance, Investments
Education
UCLA Anderson School of Management 2010 — 2013
MBA
University of California, Los Angeles
BA, Business-Economics
Oaktree Capital Management December 2008 - Present
Ernst & Young November 2004 - December 2008
Department of Navy June 2003 - November 2004
Wells Fargo Home Mortgage October 2002 - June 2003
Skills
Financial Modeling, Financial Analysis, Change Management, Financial Reporting, Strategy, Data Analysis, Due Diligence, Risk Management, Management Consulting, Asset Management, Finance, Private Equity, Business Strategy, Mergers & Acquisitions, Valuation, Corporate Finance, Investments
Education
UCLA Anderson School of Management 2010 — 2013
MBA
University of California, Los Angeles
BA, Business-Economics
Kathryn Herman's Oaktree Capital Management Experience May 2011 - Present
Job Attorney at Oaktree Capital Management
Industry Law Practice
Experience
Oaktree Capital Management May 2011 - Present
Homeier & Law, P.C. March 2010 - April 2011
Goodwin Procter LLP October 2007 - February 2010
Latham & Watkins May 2005 - October 2007
Education
Northwestern University School of Law 2001 — 2004
JD, Law
Université de Nantes 1999 — 2000
Maitrise, African History
Vassar College 1994 — 1998
BA, History and French
Hawken School 1990 — 1994
Oaktree Capital Management May 2011 - Present
Homeier & Law, P.C. March 2010 - April 2011
Goodwin Procter LLP October 2007 - February 2010
Latham & Watkins May 2005 - October 2007
Education
Northwestern University School of Law 2001 — 2004
JD, Law
Université de Nantes 1999 — 2000
Maitrise, African History
Vassar College 1994 — 1998
BA, History and French
Hawken School 1990 — 1994
Bill Toler's Oaktree Capital Management Experience November 2013 - April 2014
Job CEO and President at Hostess Brands
Industry Consumer Goods
Experience
Hostess Brands April 2014 - Present
Oaktree Capital Management November 2013 - April 2014
AdvancePierre Foods November 2008 - October 2013
Pinnacle Foods April 2003 - November 2008
ICG Commerce 2000 - 2003
Campbell Soup Company 1995 - 2000
Nabisco 1992 - 1995
Reckitt & Colman July 1989 - February 1992
Procter & Gamble 1981 - 1989
Skills
Supply Chain, Consumer Products, Marketing Strategy, Cross-functional Team..., Ingredients, Product Marketing, P&L Management, Strategic Planning, Income Statement, Pricing, Food, FMCG, Brand Architecture, Management, New Business Development, Forecasting, Market Research, Brand Management, Competitive Analysis, Supply Chain Management, Retail, Customer Insight, Food Industry, Team Building, Segmentation, Business Strategy, Strategy, Marketing, Trade Marketing, Food Processing, Leadership, Business Planning, HACCP, Acquisition Integration, Negotiation, Budgets, Grocery, Product Development, Shopper Marketing, Sales Management, Mergers & Acquisitions, Key Account Development, Key Account Management, Market Analysis, Market Planning, Marketing Management, Marketing Research, Merchandising, P, Process Improvement
Education
North Carolina State University 1977 — 1981
BA, Business Management and Economics
Hostess Brands April 2014 - Present
Oaktree Capital Management November 2013 - April 2014
AdvancePierre Foods November 2008 - October 2013
Pinnacle Foods April 2003 - November 2008
ICG Commerce 2000 - 2003
Campbell Soup Company 1995 - 2000
Nabisco 1992 - 1995
Reckitt & Colman July 1989 - February 1992
Procter & Gamble 1981 - 1989
Skills
Supply Chain, Consumer Products, Marketing Strategy, Cross-functional Team..., Ingredients, Product Marketing, P&L Management, Strategic Planning, Income Statement, Pricing, Food, FMCG, Brand Architecture, Management, New Business Development, Forecasting, Market Research, Brand Management, Competitive Analysis, Supply Chain Management, Retail, Customer Insight, Food Industry, Team Building, Segmentation, Business Strategy, Strategy, Marketing, Trade Marketing, Food Processing, Leadership, Business Planning, HACCP, Acquisition Integration, Negotiation, Budgets, Grocery, Product Development, Shopper Marketing, Sales Management, Mergers & Acquisitions, Key Account Development, Key Account Management, Market Analysis, Market Planning, Marketing Management, Marketing Research, Merchandising, P, Process Improvement
Education
North Carolina State University 1977 — 1981
BA, Business Management and Economics
Rengasamy Velu's Oaktree Capital Management Experience November 2008 - Present
Job Senior Vice President Information Technology at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management November 2008 - Present
Countrywide Securities Corporation February 2007 - Present
Countrywide Securities Corporation October 2001 - January 2007
Countrywide Securities Corporation June 1999 - September 2001
Microsoft January 1995 - May 1999
Ramco Systems August 1992 - October 1994
Skills
Software Project..., Enterprise Software, Team Management, Software Development, Integration, Offshore Software..., Business Analysis, SQL, Process Improvement, Project Management, Architecture, Management
Education
PSG College of Technology 1989 — 1992
MS, Computer Science
Oaktree Capital Management November 2008 - Present
Countrywide Securities Corporation February 2007 - Present
Countrywide Securities Corporation October 2001 - January 2007
Countrywide Securities Corporation June 1999 - September 2001
Microsoft January 1995 - May 1999
Ramco Systems August 1992 - October 1994
Skills
Software Project..., Enterprise Software, Team Management, Software Development, Integration, Offshore Software..., Business Analysis, SQL, Process Improvement, Project Management, Architecture, Management
Education
PSG College of Technology 1989 — 1992
MS, Computer Science
Eric Speicher's Oaktree Capital Management Experience January 2012 - Present
Job Senior Vice President, Head of Technology Services at Oaktree Capital Management
Industry Capital Markets
Experience
Oaktree Capital Management January 2012 - Present
Quantum Viridis November 2011 - December 2012
HSBC Securities November 2011 - January 2012
HVB Information Services January 2009 - November 2011
Countrywide Securities Corporation March 2005 - October 2008
Interactive Data Corp. (CMS BondEdge) October 1995 - March 2005
Xap Corporation March 1995 - October 1995
Competitive Edge Research & Communication March 1991 - November 1991
Skills
Agile Methodologies, Cross-functional Team..., Fixed Income, Project Management, Management, Process Improvement, Portfolio Management, Derivatives, Capital Markets, Enterprise Software
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
University of California, San Diego 1985 — 1988
BA, Visual Arts
Oaktree Capital Management January 2012 - Present
Quantum Viridis November 2011 - December 2012
HSBC Securities November 2011 - January 2012
HVB Information Services January 2009 - November 2011
Countrywide Securities Corporation March 2005 - October 2008
Interactive Data Corp. (CMS BondEdge) October 1995 - March 2005
Xap Corporation March 1995 - October 1995
Competitive Edge Research & Communication March 1991 - November 1991
Skills
Agile Methodologies, Cross-functional Team..., Fixed Income, Project Management, Management, Process Improvement, Portfolio Management, Derivatives, Capital Markets, Enterprise Software
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
University of California, San Diego 1985 — 1988
BA, Visual Arts
Stacie Nemetz's Oaktree Capital Management Experience June 2003 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management, L.P. June 2003 - Present
Oaktree Capital Management June 2003 - Present
Western Asset Management April 2000 - June 2003
Trust Company of the West July 1997 - June 2000
Trust Company of the West March 1994 - July 1997
Thousand Trails/NACO July 1993 - March 1994
Education
Loyola Marymount University 1989 — 1993
B.S., Accounting
Oaktree Capital Management, L.P. June 2003 - Present
Oaktree Capital Management June 2003 - Present
Western Asset Management April 2000 - June 2003
Trust Company of the West July 1997 - June 2000
Trust Company of the West March 1994 - July 1997
Thousand Trails/NACO July 1993 - March 1994
Education
Loyola Marymount University 1989 — 1993
B.S., Accounting
Kilcha Chalmers's Oaktree Capital Management Experience September 2003 - June 2004
Job Investment Operations Manager/Executive Assistant at SRS Capital Advisors, Inc
Industry Investment Management
Experience
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
Morgan Pollitt's Oaktree Capital Management Experience January 2008 - January 2009
Job THE CATCH at ABC Studios
Industry Entertainment
Experience
ABC Studios March 2015 - Present
Film Production January 2009 - Present
East Rock Pictures, LLC March 2013 - August 2013
Neckbone Productions 2011 - March 2013
Redbud Pictures August 2010 - March 2013
Dogwood Pictures January 2012 - February 2013
Buckeye Pictures January 2012 - February 2013
Oaktree Capital Management January 2008 - January 2009
FactoryPeople January 2005 - August 2007
Skills
Retail, Social Media, Final Draft, Film Production, Event Management, Event Planning, Post Production, Video Production, Final Cut Pro, Producing, Social Media Marketing, Film, Research, Entertainment, Photoshop, Fundraising, Microsoft Office, New Media, Microsoft Excel, Television
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science, Radio-Television-Film
ABC Studios March 2015 - Present
Film Production January 2009 - Present
East Rock Pictures, LLC March 2013 - August 2013
Neckbone Productions 2011 - March 2013
Redbud Pictures August 2010 - March 2013
Dogwood Pictures January 2012 - February 2013
Buckeye Pictures January 2012 - February 2013
Oaktree Capital Management January 2008 - January 2009
FactoryPeople January 2005 - August 2007
Skills
Retail, Social Media, Final Draft, Film Production, Event Management, Event Planning, Post Production, Video Production, Final Cut Pro, Producing, Social Media Marketing, Film, Research, Entertainment, Photoshop, Fundraising, Microsoft Office, New Media, Microsoft Excel, Television
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science, Radio-Television-Film
Jane Atmodjojo, CFA, CIPM's Oaktree Capital Management Experience January 2005 - Present
Job Vice President at Oaktree Capital Management (Performance Measurement & Attribution)
Industry Investment Management
Experience
Oaktree Capital Management January 2005 - Present
Wilshire Associates March 1998 - January 2005
Skills
Performance Measurement, Performance Attribution, Attribution, Bloomberg, Fixed Income, GIPS, Equities, Securities, Institutional..., Fund Of Funds, Investment Strategies, Financial Modeling, Bonds, Derivatives, Fixed Income Analysis, Investments, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1996 — 1997
Bachelor of Science (BS), Business Administration - Finance, Cum laude
Santa Monica College 1996 — 1996
Oaktree Capital Management January 2005 - Present
Wilshire Associates March 1998 - January 2005
Skills
Performance Measurement, Performance Attribution, Attribution, Bloomberg, Fixed Income, GIPS, Equities, Securities, Institutional..., Fund Of Funds, Investment Strategies, Financial Modeling, Bonds, Derivatives, Fixed Income Analysis, Investments, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1996 — 1997
Bachelor of Science (BS), Business Administration - Finance, Cum laude
Santa Monica College 1996 — 1996
Eric Mendez's Oaktree Capital Management Experience June 2004 - September 2004
Job Investment Management
Industry Investment Management
Experience
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
Gloria Noh Cannon's Oaktree Capital Management Experience January 1999 - May 2004
Job Managing Director at Lateral Link
Industry Legal Services
Experience
Lateral Link July 2009 - Present
BCG Attorney Search April 2005 - July 2009
Oaktree Capital Management January 1999 - May 2004
Milbank, Tweed, Hadley & McCloy LLP October 1994 - January 1999
Skills
Intellectual Property, Legal Research, Litigation, Corporate Law, Legal Writing, Commercial Litigation, Corporate Governance, Securities, Civil Litigation, Patent Litigation, Employment Law, International Law, Arbitration, Securities Regulation, Licensing, Mergers, Dispute Resolution, Litigation Support, Attorneys, Private Equity, Recruiting, Legal Assistance
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
Lateral Link July 2009 - Present
BCG Attorney Search April 2005 - July 2009
Oaktree Capital Management January 1999 - May 2004
Milbank, Tweed, Hadley & McCloy LLP October 1994 - January 1999
Skills
Intellectual Property, Legal Research, Litigation, Corporate Law, Legal Writing, Commercial Litigation, Corporate Governance, Securities, Civil Litigation, Patent Litigation, Employment Law, International Law, Arbitration, Securities Regulation, Licensing, Mergers, Dispute Resolution, Litigation Support, Attorneys, Private Equity, Recruiting, Legal Assistance
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
Garrick Williams's Oaktree Capital Management Experience February 2009 - December 2009
Job Finance & Accounting Professional current MBA actively seeking new opportunites to fullfill company needs
Industry Venture Capital & Private Equity
Experience
Toyota Financial Services February 2011 - August 2013
Deutsche Bank January 2010 - February 2011
Oaktree Capital Management February 2009 - December 2009
Ironclad Performance Wear June 2008 - September 2008
New Age Electronics April 2007 - June 2008
Pacific Coast Capital Partners November 2005 - April 2007
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Accounts Receivable, Fund Accounting, Bank Wire Transfers, Treasury Services, General Ledger, Microsoft Excel, Financial Statements, NAV, IRR, Options (Puts & Call) -..., Fixed Income, Oracle Discoverer, Consolidated Financial..., Internal Controls, Variance Analysis, Forecasting, Financial Accounting, CDS (credit default..., Bloomberg, Management, GAAP, Advanced Excel, Full Cycle Month End..., Sarbanes-Oxley Act, Managerial Finance, SAP, GAAP & SOX Compliance, Portfolio Management, Cost Accounting, Cross Functional Team..., Group Presentations, MS Excel Pivot Tables, Vlookup, Financial Statement..., Statistics, Outlook, Valuation, Corporate Finance, Bond Pricing, Leveraged Finance, Macroeconomics, Strategic Planning
Education
University of Irvine, The Paul Merage School of Business
Masters of Business Administration (M.B.A candidate, Finance
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
Loyola Marymount University 1999 — 2001
Bachelor of Business, International Finance
Toyota Financial Services February 2011 - August 2013
Deutsche Bank January 2010 - February 2011
Oaktree Capital Management February 2009 - December 2009
Ironclad Performance Wear June 2008 - September 2008
New Age Electronics April 2007 - June 2008
Pacific Coast Capital Partners November 2005 - April 2007
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Accounts Receivable, Fund Accounting, Bank Wire Transfers, Treasury Services, General Ledger, Microsoft Excel, Financial Statements, NAV, IRR, Options (Puts & Call) -..., Fixed Income, Oracle Discoverer, Consolidated Financial..., Internal Controls, Variance Analysis, Forecasting, Financial Accounting, CDS (credit default..., Bloomberg, Management, GAAP, Advanced Excel, Full Cycle Month End..., Sarbanes-Oxley Act, Managerial Finance, SAP, GAAP & SOX Compliance, Portfolio Management, Cost Accounting, Cross Functional Team..., Group Presentations, MS Excel Pivot Tables, Vlookup, Financial Statement..., Statistics, Outlook, Valuation, Corporate Finance, Bond Pricing, Leveraged Finance, Macroeconomics, Strategic Planning
Education
University of Irvine, The Paul Merage School of Business
Masters of Business Administration (M.B.A candidate, Finance
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
Loyola Marymount University 1999 — 2001
Bachelor of Business, International Finance
David Orkin's Oaktree Capital Management Experience April 2008 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management April 2008 - Present
PricewaterhouseCoopers May 2002 - April 2008
Arthur Andersen September 1994 - April 2002
Skills
Accounting, Private Equity, SEC filings, Financial Reporting, Due Diligence, Financial Modeling, Financial Analysis, Internal Controls, US GAAP, Auditing, GAAP, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Oaktree Capital Management April 2008 - Present
PricewaterhouseCoopers May 2002 - April 2008
Arthur Andersen September 1994 - April 2002
Skills
Accounting, Private Equity, SEC filings, Financial Reporting, Due Diligence, Financial Modeling, Financial Analysis, Internal Controls, US GAAP, Auditing, GAAP, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Ashlee Stewart's Oaktree Capital Management Experience January 2012 - December 2014
Job Planning Administrator at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2015 - Present
Oaktree Capital Management January 2012 - December 2014
Scott Anastasi Realty July 2006 - January 2012
The Bridges at Rancho Santa Fe May 2005 - August 2005
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration
BNY Mellon Wealth Management January 2015 - Present
Oaktree Capital Management January 2012 - December 2014
Scott Anastasi Realty July 2006 - January 2012
The Bridges at Rancho Santa Fe May 2005 - August 2005
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration
Todd Liker's Oaktree Capital Management Experience July 2008 - Present
Job Managing Director at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management July 2008 - Present
JPMorgan August 2000 - June 2008
ABN AMRO July 1994 - July 1998
Skills
Private Equity, Valuation, Asset Management, Due Diligence, Financial Modeling, Capital Markets, Investments, Investment Banking, Hedge Funds, Alternative Investments, Equities, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA
Oaktree Capital Management July 2008 - Present
JPMorgan August 2000 - June 2008
ABN AMRO July 1994 - July 1998
Skills
Private Equity, Valuation, Asset Management, Due Diligence, Financial Modeling, Capital Markets, Investments, Investment Banking, Hedge Funds, Alternative Investments, Equities, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA
Brett McKeone, CFA's Oaktree Capital Management Experience 2007 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2007 - Present
Deloitte Consulting 2006 - 2007
ExxonMobil 1999 - 2004
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
Massachusetts Institute of Technology 1994 — 1999
M.S./B.S., Mechanical Engineering
Oaktree Capital Management 2007 - Present
Deloitte Consulting 2006 - 2007
ExxonMobil 1999 - 2004
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
Massachusetts Institute of Technology 1994 — 1999
M.S./B.S., Mechanical Engineering
Martina Lopez's Oaktree Capital Management Experience April 2010 - April 2011
Job Connecting People for Success
Industry Human Resources
Experience
Barclays January 2014 - Present
Barclays June 2011 - December 2013
Oaktree Capital Management April 2010 - April 2011
Monday Properties April 2008 - January 2009
Christie's July 2006 - April 2008
Bragman Nyman Cafarelli (BNC) June 2005 - August 2005
Skills
Outlook, Microsoft Excel, Event Planning, Employee Relations, Microsoft Office, PeopleSoft, PowerPoint, Human Resources, Training, Organizational..., Recruiting, Word, Customer Relations, Customer Service, ADP Payroll, Performance Management, Microsoft Word, Social Networking, Excel, ADP, SAP, Employee Benefits, HR Policies, HR Project Management, Relationship Management, Corporate Communications, Internal Communications
Education
Loyola Marymount University 2002 — 2006
BA, Communications
Barclays January 2014 - Present
Barclays June 2011 - December 2013
Oaktree Capital Management April 2010 - April 2011
Monday Properties April 2008 - January 2009
Christie's July 2006 - April 2008
Bragman Nyman Cafarelli (BNC) June 2005 - August 2005
Skills
Outlook, Microsoft Excel, Event Planning, Employee Relations, Microsoft Office, PeopleSoft, PowerPoint, Human Resources, Training, Organizational..., Recruiting, Word, Customer Relations, Customer Service, ADP Payroll, Performance Management, Microsoft Word, Social Networking, Excel, ADP, SAP, Employee Benefits, HR Policies, HR Project Management, Relationship Management, Corporate Communications, Internal Communications
Education
Loyola Marymount University 2002 — 2006
BA, Communications
Narman Murtaza, CFA's Oaktree Capital Management Experience January 2012 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2012 - Present
Aquila Consulting Services February 2009 - December 2011
Tennenbaum Capital Partners, LLC 2006 - 2008
Mellon Financial 2001 - 2005
Trust Company of the West July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Securities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Business Economics
Oaktree Capital Management January 2012 - Present
Aquila Consulting Services February 2009 - December 2011
Tennenbaum Capital Partners, LLC 2006 - 2008
Mellon Financial 2001 - 2005
Trust Company of the West July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Securities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Business Economics
Jessica Curran's Oaktree Capital Management Experience March 2010 - Present
Job Vice President Consultant Relationtions at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2010 - Present
Morgan Stanley September 2003 - March 2010
The American School in Japan June 1999 - July 2000
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Fund Of Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Private Equity, Mutual Funds, Wealth Management, Derivatives, Financial Modeling, Valuation, Investment Banking, Capital Markets, Alternative Investments, Asset Managment, Institutional Investors
Education
Richmond, The American International University in London 2001 — 2002
MBA, Business
University of California, Los Angeles 1993 — 1998
BS, Physiology
Ukiah High School 1989 — 1993
Oaktree Capital Management March 2010 - Present
Morgan Stanley September 2003 - March 2010
The American School in Japan June 1999 - July 2000
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Fund Of Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Private Equity, Mutual Funds, Wealth Management, Derivatives, Financial Modeling, Valuation, Investment Banking, Capital Markets, Alternative Investments, Asset Managment, Institutional Investors
Education
Richmond, The American International University in London 2001 — 2002
MBA, Business
University of California, Los Angeles 1993 — 1998
BS, Physiology
Ukiah High School 1989 — 1993
Kenny Leavitt's Oaktree Capital Management Experience July 2013 - August 2013
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management July 2013 - August 2013
Cambridge Associates July 2008 - April 2013
Bear Stearns May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Investments, Equities, Venture Capital, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management July 2013 - August 2013
Cambridge Associates July 2008 - April 2013
Bear Stearns May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Investments, Equities, Venture Capital, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Richard Ting's Oaktree Capital Management Experience Corporate AssociateGibson, Dunn & Crutcher LLPSeptember 1997 - July 2000
Job Managing Director & Associate General Counsel at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management Corporate AssociateGibson, Dunn & Crutcher LLPSeptember 1997 - July 2000
Education
Loyola Law School, Los Angeles 1994 — 1997
J.D., Law
University of California, Irvine 1988 — 1993
B.A, Psychology
Servite High School
Oaktree Capital Management Corporate AssociateGibson, Dunn & Crutcher LLPSeptember 1997 - July 2000
Education
Loyola Law School, Los Angeles 1994 — 1997
J.D., Law
University of California, Irvine 1988 — 1993
B.A, Psychology
Servite High School
Stephen Kaplan's Oaktree Capital Management Experience 1995 - Present
Job Vice Chairman at Memphis Grizzlies
Industry Investment Management
Experience
Memphis Grizzlies September 2012 - Present
Oaktree Capital Management 1995 - Present
Trust Company of the West 1993 - 1995
Gibson, Dunn & Crutcher LLP 1983 - 1993
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Valuation, Investments, Equities, LBO, Investment Management, Due Diligence, High Yield, Capital Markets, Portfolio Management, Sports Management, Distressed Debt, Professional Sports, Board of Directors
Education
New York University School of Law 1980 — 1993
Doctor of Law (JD)
Stony Brook University 1980 — 1983
Bachelor's degree, Political Science and Government
Memphis Grizzlies September 2012 - Present
Oaktree Capital Management 1995 - Present
Trust Company of the West 1993 - 1995
Gibson, Dunn & Crutcher LLP 1983 - 1993
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Valuation, Investments, Equities, LBO, Investment Management, Due Diligence, High Yield, Capital Markets, Portfolio Management, Sports Management, Distressed Debt, Professional Sports, Board of Directors
Education
New York University School of Law 1980 — 1993
Doctor of Law (JD)
Stony Brook University 1980 — 1983
Bachelor's degree, Political Science and Government
William Crist's Oaktree Capital Management Experience February 2001 - April 2006
Job Director Investor Relations at OCA Ventures
Industry Real Estate
Experience
OCA Ventures July 2015 - Present
Murphy-O'Brien, LLC May 2015 - Present
Calamos Investments June 2012 - February 2015
Alchemy Copyrights/Bicycle Music March 2010 - December 2011
Whittier Trust Company November 2007 - January 2009
GSC Group April 2006 - November 2007
Oaktree Capital Management February 2001 - April 2006
Legg Mason June 1999 - February 2001
Alex. Brown & Sons January 1991 - June 1999
Wheat Investment Advisors July 1987 - February 1991
Skills
Financial Services, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Investment Management, Private Equity, Management, Alternative Investments, Investments, Investment Advisory, Asset Management, High Net Worth..., Asset Managment, Family Office, Marketing, New Business Development
Education
Miami University 1980 — 1981
MBA, Accountancy
Westminster College (PA) 1975 — 1979
BA Bus. Admin., Accounting
OCA Ventures July 2015 - Present
Murphy-O'Brien, LLC May 2015 - Present
Calamos Investments June 2012 - February 2015
Alchemy Copyrights/Bicycle Music March 2010 - December 2011
Whittier Trust Company November 2007 - January 2009
GSC Group April 2006 - November 2007
Oaktree Capital Management February 2001 - April 2006
Legg Mason June 1999 - February 2001
Alex. Brown & Sons January 1991 - June 1999
Wheat Investment Advisors July 1987 - February 1991
Skills
Financial Services, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Investment Management, Private Equity, Management, Alternative Investments, Investments, Investment Advisory, Asset Management, High Net Worth..., Asset Managment, Family Office, Marketing, New Business Development
Education
Miami University 1980 — 1981
MBA, Accountancy
Westminster College (PA) 1975 — 1979
BA Bus. Admin., Accounting
Daniel Metrikin's Oaktree Capital Management Experience August 2010 - June 2012
Job Vice President at Bayside Capital
Industry Venture Capital & Private Equity
Experience
Bayside Capital August 2014 - Present
Betfair June 2013 - August 2013
Oaktree Capital Management August 2010 - June 2012
Force Capital Management April 2010 - August 2010
Houlihan Lokey July 2008 - April 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Special Situations, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Hedge Funds, Due Diligence, Capital Markets
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance and Accounting
Bayside Capital August 2014 - Present
Betfair June 2013 - August 2013
Oaktree Capital Management August 2010 - June 2012
Force Capital Management April 2010 - August 2010
Houlihan Lokey July 2008 - April 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Special Situations, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Hedge Funds, Due Diligence, Capital Markets
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance and Accounting
Patrick McCaney's Oaktree Capital Management Experience January 2012 - Present
Job Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management January 2012 - Present
Goldman Sachs June 2004 - January 2012
Skills
Value Investing, Distressed Debt
Education
Massachusetts Institute of Technology 2003 — 2004
ME, Electrical Engineering
Massachusetts Institute of Technology 1999 — 2003
BS, Electrical Engineering & Business
Eastern Regional HS 1995 — 1999
Oaktree Capital Management January 2012 - Present
Goldman Sachs June 2004 - January 2012
Skills
Value Investing, Distressed Debt
Education
Massachusetts Institute of Technology 2003 — 2004
ME, Electrical Engineering
Massachusetts Institute of Technology 1999 — 2003
BS, Electrical Engineering & Business
Eastern Regional HS 1995 — 1999
Leia Vincent's Oaktree Capital Management Experience September 2012 - Present
Job Administrator, Corporate Communications and Investor Relations at Oaktree Capital Management
Industry Writing and Editing
Experience
Oaktree Capital Management September 2012 - Present
The Glick Agency, L.L.C September 2009 - September 2012
The Ross Group June 2008 - September 2009
Skills
Feature Films, Management, Television, Entertainment, Casting, Social Media, Film, Video Production, Editing, Media Relations, Radio, Producing, Film Production, Finance, Press Releases
Education
Purdue University 2000 — 2004
Bachelor's degree, Public Relations/Image Management
Oaktree Capital Management September 2012 - Present
The Glick Agency, L.L.C September 2009 - September 2012
The Ross Group June 2008 - September 2009
Skills
Feature Films, Management, Television, Entertainment, Casting, Social Media, Film, Video Production, Editing, Media Relations, Radio, Producing, Film Production, Finance, Press Releases
Education
Purdue University 2000 — 2004
Bachelor's degree, Public Relations/Image Management
Justin Manaloto's Oaktree Capital Management Experience April 2015 - Present
Job
Industry Commercial Real Estate
Experience
Oaktree Capital Management April 2015 - Present
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor's Degree in Business Administration
National University of Singapore 2009 — 2009
Business
Oaktree Capital Management April 2015 - Present
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor's Degree in Business Administration
National University of Singapore 2009 — 2009
Business
Bradford Cook's Oaktree Capital Management Experience 2001 - 2003
Job Portfolio Manager at Zeo Strategic Income Fund
Industry Investment Management
Experience
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Peter Deschner's Oaktree Capital Management Experience July 2012 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management July 2012 - Present
Levine Leichtman Capital Partners July 2008 - July 2012
Oaktree Capital Management September 2005 - July 2008
Trinity Capital LLC September 2004 - September 2005
Pricewaterhousecoopers 2002 - 2004
Education
Miami University
University of Virginia
MS, Accounting
Oaktree Capital Management July 2012 - Present
Levine Leichtman Capital Partners July 2008 - July 2012
Oaktree Capital Management September 2005 - July 2008
Trinity Capital LLC September 2004 - September 2005
Pricewaterhousecoopers 2002 - 2004
Education
Miami University
University of Virginia
MS, Accounting
Jay De Jesus's Oaktree Capital Management Experience April 2014 - Present
Job Fund Accountant at Oaktree Capital Management
Industry Internet
Experience
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Peter Ludden's Oaktree Capital Management Experience May 2014 - Present
Job Human Resources at Amazon
Industry Human Resources
Experience
Amazon August 2015 - Present
Oaktree Capital Management May 2014 - Present
Action Learning Systems, Inc. October 2010 - May 2014
Action Learning Systems, Inc. October 2010 - May 2014
Starbucks July 2009 - May 2012
UC Davis June 2008 - May 2009
Skills
Human Resources, Onboarding, Performance Management, Organizational..., HR Project Management, Administration, Learning Management..., HR Software, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Editing, Customer Service, Social Media, Program Facilitation, Research, Teaching, Qualitative Research, Leadership, Project Management, Training, Coaching
Education
University of California, Davis 2005 — 2009
Bachelor of Science, Biological Sciences
Harvard-Westlake 2001 — 2005
Amazon August 2015 - Present
Oaktree Capital Management May 2014 - Present
Action Learning Systems, Inc. October 2010 - May 2014
Action Learning Systems, Inc. October 2010 - May 2014
Starbucks July 2009 - May 2012
UC Davis June 2008 - May 2009
Skills
Human Resources, Onboarding, Performance Management, Organizational..., HR Project Management, Administration, Learning Management..., HR Software, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Editing, Customer Service, Social Media, Program Facilitation, Research, Teaching, Qualitative Research, Leadership, Project Management, Training, Coaching
Education
University of California, Davis 2005 — 2009
Bachelor of Science, Biological Sciences
Harvard-Westlake 2001 — 2005
Marie-Pierre Desaulniers's Oaktree Capital Management Experience July 2013 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2013 - Present
Charles River Associates September 2006 - Present
Price Waterhouse Coopers February 2005 - August 2006
Ernst & Young September 2001 - February 2005
Skills
Forensic Accounting, Financial Modeling, Financial Analysis, US GAAP, Internal Controls, Valuation, Revenue Recognition, Financial Reporting, Auditing, Financial Accounting, Accounting, SEC reporting, Mergers, Audit
Education
Université du Québec à Trois-Rivières 1997 — 2001
Accounting
College Marie-de-l'Incarnation
Oaktree Capital Management July 2013 - Present
Charles River Associates September 2006 - Present
Price Waterhouse Coopers February 2005 - August 2006
Ernst & Young September 2001 - February 2005
Skills
Forensic Accounting, Financial Modeling, Financial Analysis, US GAAP, Internal Controls, Valuation, Revenue Recognition, Financial Reporting, Auditing, Financial Accounting, Accounting, SEC reporting, Mergers, Audit
Education
Université du Québec à Trois-Rivières 1997 — 2001
Accounting
College Marie-de-l'Incarnation
Desmund Shirazi's Oaktree Capital Management Experience September 2007 - Present
Job Portfolio Manager, US Loans at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2007 - Present
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Investments, Valuation, Private Equity
Education
University of California, Los Angeles
Bachelor's degree, Economics
Oaktree Capital Management September 2007 - Present
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Investments, Valuation, Private Equity
Education
University of California, Los Angeles
Bachelor's degree, Economics
Vikram Mehta, CAIA's Oaktree Capital Management Experience January 2013 - Present
Job Marketing and Client Relations
Industry Financial Services
Experience
Oaktree Capital Management January 2013 - Present
ING Investment Management September 2010 - January 2013
PineBridge Investments (Formerly AIG Investments) October 2007 - September 2010
Pinnacle Asset Management April 2006 - September 2007
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Fund Of Funds, Asset Managment, Equities, Asset Allocation, Investment Management, Mutual Funds, Portfolio Management, Private Equity
Education
Quinnipiac University - School of Business 1997 — 2001
BS, CIS and Finance
Quinnipiac University
Oaktree Capital Management January 2013 - Present
ING Investment Management September 2010 - January 2013
PineBridge Investments (Formerly AIG Investments) October 2007 - September 2010
Pinnacle Asset Management April 2006 - September 2007
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Fund Of Funds, Asset Managment, Equities, Asset Allocation, Investment Management, Mutual Funds, Portfolio Management, Private Equity
Education
Quinnipiac University - School of Business 1997 — 2001
BS, CIS and Finance
Quinnipiac University
Youn Mee Woo's Oaktree Capital Management Experience July 2012 - Present
Job Administrative Assistant at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management July 2012 - Present
Hackman Capital October 2010 - Present
Gerald E. Lunn, Jr., APC July 2003 - October 2010
Skills
PowerPoint, Event Planning, Microsoft Office, Real Estate, Due Diligence, Marketing, Investments
Education
UC Irvine 1995 — 1999
BS, Sociology
UCLA
Certificate, Paralagel Training Program
Oaktree Capital Management July 2012 - Present
Hackman Capital October 2010 - Present
Gerald E. Lunn, Jr., APC July 2003 - October 2010
Skills
PowerPoint, Event Planning, Microsoft Office, Real Estate, Due Diligence, Marketing, Investments
Education
UC Irvine 1995 — 1999
BS, Sociology
UCLA
Certificate, Paralagel Training Program
Neel Shah's Oaktree Capital Management Experience January 2010 - Present
Job Portfolio Manager at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management August 2013 - Present
Oaktree Capital Management January 2010 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Economics, Finance, Management
London School of Economics and Political Science
M.Sc., Finance, Real Estate, Derivatives
BlueMountain Capital Management August 2013 - Present
Oaktree Capital Management January 2010 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Economics, Finance, Management
London School of Economics and Political Science
M.Sc., Finance, Real Estate, Derivatives
Dawn See, CPA's Oaktree Capital Management Experience July 2012 - Present
Job AVP at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management July 2012 - Present
Price Waterhouse Coopers September 2005 - June 2012
EnCana Oil & Gas (USA), Inc May 2003 - August 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
MPA, Accounting
Oaktree Capital Management July 2012 - Present
Price Waterhouse Coopers September 2005 - June 2012
EnCana Oil & Gas (USA), Inc May 2003 - August 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
MPA, Accounting
Christo Terzidis, CRPC®'s Oaktree Capital Management Experience January 2014 - December 2014
Job Financial Consultant at EDGE Insurance Consulting Group
Industry Investment Management
Experience
EDGE Insurance Consulting Group February 2015 - Present
Oaktree Capital Management January 2014 - December 2014
ING Investment Management March 2010 - December 2013
AIG INVESTMENTS 2008 - 2010
UBS FINANCIAL SERVICES, INC 2005 - 2008
American Express Financial Advisors 1999 - 2005
DLJ DIRECT 1999 - 1999
NY LIFE ASSET MANAGEMENT 1997 - 1999
Skills
Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Compliance
Education
University of Maryland College Park 1994 — 1996
B.A. Psychology, Psychology
Rockland Community College 1992 — 1994
Associate's degree, Psychology
EDGE Insurance Consulting Group February 2015 - Present
Oaktree Capital Management January 2014 - December 2014
ING Investment Management March 2010 - December 2013
AIG INVESTMENTS 2008 - 2010
UBS FINANCIAL SERVICES, INC 2005 - 2008
American Express Financial Advisors 1999 - 2005
DLJ DIRECT 1999 - 1999
NY LIFE ASSET MANAGEMENT 1997 - 1999
Skills
Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Compliance
Education
University of Maryland College Park 1994 — 1996
B.A. Psychology, Psychology
Rockland Community College 1992 — 1994
Associate's degree, Psychology
Kenny Chu's Oaktree Capital Management Experience July 2012 - Present
Job Tax Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management July 2012 - Present
KPMG US April 2007 - July 2012
Education
USC Marshall School of Business 2010 — 2011
Masters, Business Taxation
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics with Minor in Accounting
Oaktree Capital Management July 2012 - Present
KPMG US April 2007 - July 2012
Education
USC Marshall School of Business 2010 — 2011
Masters, Business Taxation
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics with Minor in Accounting
Dawson Lewis's Oaktree Capital Management Experience September 2014 - Present
Job Associate at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management September 2014 - Present
UBS Investment Bank July 2012 - August 2014
UBS Investment Bank June 2011 - August 2011
UTIMCO June 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Microsoft Excel, Financial Accounting, Business Valuation, Capital Raising, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Finance, Equities, Data Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Music Industry, Food & Beverage
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Oaktree Capital Management September 2014 - Present
UBS Investment Bank July 2012 - August 2014
UBS Investment Bank June 2011 - August 2011
UTIMCO June 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Microsoft Excel, Financial Accounting, Business Valuation, Capital Raising, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Finance, Equities, Data Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Music Industry, Food & Beverage
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Ross Hutchason's Oaktree Capital Management Experience June 2012 - Present
Job Analyst at Oaktree Capital Management
Industry Higher Education
Experience
Oaktree Capital Management June 2012 - Present
Pepperdine University January 2012 - June 2012
Variant Capital LP December 2010 - December 2011
Pepperdine University July 2009 - December 2011
Pepperdine University July 2011 - November 2011
Associated Foreign Exchange May 2010 - July 2010
Skills
Financial Modeling, Equity Valuation, Microsoft Excel, Research, Teamwork, Qualitative Research, Mandarin, Econometrics, Economics, PowerPoint, Bloomberg, Valuation, Microsoft Access, SQL, Relational Databases, Performance Attribution, Performance Reporting, Public Speaking
Education
Pepperdine University 2007 — 2011
BA, Economics, Philosophy, Applied Mathematics
Oaktree Capital Management June 2012 - Present
Pepperdine University January 2012 - June 2012
Variant Capital LP December 2010 - December 2011
Pepperdine University July 2009 - December 2011
Pepperdine University July 2011 - November 2011
Associated Foreign Exchange May 2010 - July 2010
Skills
Financial Modeling, Equity Valuation, Microsoft Excel, Research, Teamwork, Qualitative Research, Mandarin, Econometrics, Economics, PowerPoint, Bloomberg, Valuation, Microsoft Access, SQL, Relational Databases, Performance Attribution, Performance Reporting, Public Speaking
Education
Pepperdine University 2007 — 2011
BA, Economics, Philosophy, Applied Mathematics
Patrick McDivitt, CFA's Oaktree Capital Management Experience August 2004 - December 2008
Job Managing Director at Pinnacle Trust Partners, LLC
Industry Investment Management
Experience
Pinnacle Trust Partners, LLC April 2014 - Present
Trimsail Capital September 2009 - March 2014
Oaktree Capital Management August 2004 - December 2008
TCW Group, Inc July 1990 - May 2003
Skills
Chartered Financial..., Asset Management, Alternative Investments, Hedge Funds, Investments, Private Equity, Equities, Financial Modeling, Due Diligence, Investment Management, Fixed Income, Portfolio Management, Capital Markets
Education
Loyola University Chicago School of Law 1982 — 1985
Juris Doctorate, Law
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Pinnacle Trust Partners, LLC April 2014 - Present
Trimsail Capital September 2009 - March 2014
Oaktree Capital Management August 2004 - December 2008
TCW Group, Inc July 1990 - May 2003
Skills
Chartered Financial..., Asset Management, Alternative Investments, Hedge Funds, Investments, Private Equity, Equities, Financial Modeling, Due Diligence, Investment Management, Fixed Income, Portfolio Management, Capital Markets
Education
Loyola University Chicago School of Law 1982 — 1985
Juris Doctorate, Law
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Barry H. Lawrence's Oaktree Capital Management Experience October 2011 - Present
Job Senior Advisor at Oaktree Capital Management and Timbers Resorts
Industry Real Estate
Experience
Timbers Resorts August 2014 - Present
Oaktree Capital Management October 2011 - Present
Skills
Mergers, Joint Ventures, Corporate Finance, Strategy, Real Estate, Investment Banking, Commercial Litigation, Intellectual Property, IPO, Licensing, Banking, Securities, Corporate Law, Private Equity, Mergers & Acquisitions, Due Diligence
Education
University of California, Los Angeles - School of Law 1963 — 1966
J.D.
University of California, Los Angeles 1959 — 1963
B.S.
Timbers Resorts August 2014 - Present
Oaktree Capital Management October 2011 - Present
Skills
Mergers, Joint Ventures, Corporate Finance, Strategy, Real Estate, Investment Banking, Commercial Litigation, Intellectual Property, IPO, Licensing, Banking, Securities, Corporate Law, Private Equity, Mergers & Acquisitions, Due Diligence
Education
University of California, Los Angeles - School of Law 1963 — 1966
J.D.
University of California, Los Angeles 1959 — 1963
B.S.
Martin Boskovich's Oaktree Capital Management Experience January 2014 - Present
Job Managing Director, Legal at Oaktree Capital Management, L.P.
Industry Financial Services
Experience
Oaktree Capital Management January 2014 - Present
Oaktree Capital Management, L.P. January 2011 - December 2013
Oaktree Capital Management, L.P. March 2007 - December 2010
Paul Hastings 2001 - March 2007
Education
New York University 1994 — 1997
Doctor of Law (JD)
University of Southern California 1993 — 1994
MA, Economics
University of Southern California 1991 — 1993
BA, Economics
Oaktree Capital Management January 2014 - Present
Oaktree Capital Management, L.P. January 2011 - December 2013
Oaktree Capital Management, L.P. March 2007 - December 2010
Paul Hastings 2001 - March 2007
Education
New York University 1994 — 1997
Doctor of Law (JD)
University of Southern California 1993 — 1994
MA, Economics
University of Southern California 1991 — 1993
BA, Economics
Deanna Le's Oaktree Capital Management Experience July 2014 - Present
Job Senior Accounting Manager at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management July 2013 - June 2014
Oaktree Capital Management January 2012 - June 2013
Oaktree Capital Management May 2010 - December 2011
Deloitte 2008 - 2010
Education
University of California, Los Angeles 2003 — 2007
Bachelors of Science, Psychobiology, Accounting
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management July 2013 - June 2014
Oaktree Capital Management January 2012 - June 2013
Oaktree Capital Management May 2010 - December 2011
Deloitte 2008 - 2010
Education
University of California, Los Angeles 2003 — 2007
Bachelors of Science, Psychobiology, Accounting
Stephanie Love's Oaktree Capital Management Experience July 2010 - May 2011
Job Recruiter at TrueCar, Inc.
Industry Staffing and Recruiting
Experience
TrueCar, Inc. July 2015 - Present
Advantex Professional Services August 2013 - July 2015
OAKTREE CAPITAL MANAGEMENT, L.P May 2011 - July 2013
Oaktree Capital Management July 2010 - May 2011
PRICEWATERHOUSECOOPERS, L.L.P August 2009 - July 2010
Skills
External Audit, Internal Audit, Finance, Auditing, Management, Human Resources, Accounting, Analysis, Financial Analysis, Recruiting, Leadership, Financial Reporting, Account Reconciliation, General Ledger, Private Equity, Financial Modeling
Education
Texas A&M University 2004 — 2009
Texas A&M University 2004 — 2009
Master of Science, Finance
Texas A&M University
Bachelor of Business, Accounting
TrueCar, Inc. July 2015 - Present
Advantex Professional Services August 2013 - July 2015
OAKTREE CAPITAL MANAGEMENT, L.P May 2011 - July 2013
Oaktree Capital Management July 2010 - May 2011
PRICEWATERHOUSECOOPERS, L.L.P August 2009 - July 2010
Skills
External Audit, Internal Audit, Finance, Auditing, Management, Human Resources, Accounting, Analysis, Financial Analysis, Recruiting, Leadership, Financial Reporting, Account Reconciliation, General Ledger, Private Equity, Financial Modeling
Education
Texas A&M University 2004 — 2009
Texas A&M University 2004 — 2009
Master of Science, Finance
Texas A&M University
Bachelor of Business, Accounting
Craig Speers's Oaktree Capital Management Experience August 2012 - Present
Job Distressed Debt Associate at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management August 2012 - Present
Goldman Sachs July 2010 - August 2012
Houlihan Lokey May 2009 - August 2009
TD Securities September 2007 - August 2008
Education
Ivey Business School at Western University 2008 — 2010
HBA, Honours Business Administration
Oaktree Capital Management August 2012 - Present
Goldman Sachs July 2010 - August 2012
Houlihan Lokey May 2009 - August 2009
TD Securities September 2007 - August 2008
Education
Ivey Business School at Western University 2008 — 2010
HBA, Honours Business Administration
Ariana Salazar's Oaktree Capital Management Experience June 2013 - Present
Job Senior Analyst, Performance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Angela Lin's Oaktree Capital Management Experience November 2001 - April 2002
Job Senior Analyst Compliance at Hotchkis & Wiley Capital Management
Industry Financial Services
Experience
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
Stephanie Love's Oaktree Capital Management Experience May 2011 - Present
Job Investor Administrator at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management May 2011 - Present
Oaktree Capital Management July 2010 - May 2011
PRICEWATERHOUSECOOPERS, L.L.P August 2009 - July 2010
Education
Texas A&M University 2004 — 2009
Master of Science, Finance
Texas A&M University
Bachelor of Business, Accounting
Oaktree Capital Management May 2011 - Present
Oaktree Capital Management July 2010 - May 2011
PRICEWATERHOUSECOOPERS, L.L.P August 2009 - July 2010
Education
Texas A&M University 2004 — 2009
Master of Science, Finance
Texas A&M University
Bachelor of Business, Accounting
Art Richardson's Oaktree Capital Management Experience July 1998 - February 2001
Job Principal at Delphian Capital Advisors, LLC
Industry Investment Management
Experience
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Robert O'Leary's Oaktree Capital Management Experience January 2002 - Present
Job Managing Director at CloverFlat
Industry Financial Services
Experience
Oaktree Capital Management January 2002 - Present
Education
Pomona College
Oaktree Capital Management January 2002 - Present
Education
Pomona College
James Scannell's Oaktree Capital Management Experience January 2012 - Present
Job Accounting Analyst at Wells Fargo
Industry Accounting
Experience
Oaktree Capital Management January 2012 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo February 2008 - August 2009
Credit Suisse August 2006 - September 2007
Credit Suisse August 2005 - August 2006
Skills
Finance, Fixed Income
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Oaktree Capital Management January 2012 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo February 2008 - August 2009
Credit Suisse August 2006 - September 2007
Credit Suisse August 2005 - August 2006
Skills
Finance, Fixed Income
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Bradley Kroopf's Oaktree Capital Management Experience January 2012 - May 2015
Job Entrepreneur
Industry Financial Services
Experience
Oaktree Capital Management January 2012 - May 2015
Deloitte September 2009 - January 2012
Marwit Capital May 2007 - August 2007
PIMCO May 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Internal Controls, US GAAP, Finance, Microsoft Excel, Microsoft Office, Accounting, GAAP, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Oaktree Capital Management January 2012 - May 2015
Deloitte September 2009 - January 2012
Marwit Capital May 2007 - August 2007
PIMCO May 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Internal Controls, US GAAP, Finance, Microsoft Excel, Microsoft Office, Accounting, GAAP, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Ignacio del Pino's Oaktree Capital Management Experience May 2013 - June 2015
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management May 2013 - June 2015
J.P. Morgan August 2011 - May 2013
J.P. Morgan June 2010 - September 2010
Nmas1 Eolia June 2009 - July 2009
Gamesa June 2008 - July 2008
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Equities, Bloomberg
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2007 — 2011
B.S, Mechanical Engineering
Oaktree Capital Management May 2013 - June 2015
J.P. Morgan August 2011 - May 2013
J.P. Morgan June 2010 - September 2010
Nmas1 Eolia June 2009 - July 2009
Gamesa June 2008 - July 2008
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Equities, Bloomberg
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2007 — 2011
B.S, Mechanical Engineering
Stephen Hua's Oaktree Capital Management Experience December 2013 - Present
Job Performance Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management December 2013 - Present
BLX Group June 2010 - November 2013
Envestnet Asset Management November 2007 - February 2010
Envestnet Asset Management November 2007 - February 2010
Morgan Stanley March 2004 - December 2005
Skills
Risk Management, Financial Analysis, Finance, Cash Flow, Accounting, Microsoft Excel, Outlook, Microsoft Word, Access, Fixed Income Analysis, Security APL, Bloomberg Terminal, APX, Computer Network...
Education
University of California, Davis 2000 — 2007
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management December 2013 - Present
BLX Group June 2010 - November 2013
Envestnet Asset Management November 2007 - February 2010
Envestnet Asset Management November 2007 - February 2010
Morgan Stanley March 2004 - December 2005
Skills
Risk Management, Financial Analysis, Finance, Cash Flow, Accounting, Microsoft Excel, Outlook, Microsoft Word, Access, Fixed Income Analysis, Security APL, Bloomberg Terminal, APX, Computer Network...
Education
University of California, Davis 2000 — 2007
Bachelor of Arts (B.A.), Economics
Prado Steven's Oaktree Capital Management Experience September 2001 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2001 - Present
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Oaktree Capital Management September 2001 - Present
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Penelope Robbins's Oaktree Capital Management Experience January 2009 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2009 - Present
Skills
Accounting and...
Education
Queensland University of Technology 1990 — 1992
Bachelor of Business, Accounting and Finance
Oaktree Capital Management January 2009 - Present
Skills
Accounting and...
Education
Queensland University of Technology 1990 — 1992
Bachelor of Business, Accounting and Finance
Folusho Edu's Oaktree Capital Management Experience November 2013 - Present
Job Senior Tax Analyst at Oaktree Capital Management
Industry Accounting
Nashira Thomas's Oaktree Capital Management Experience June 2014 - Present
Job Administrative Assistant at Oaktree Capital Management
Industry Education Management
Experience
Oaktree Capital Management June 2014 - Present
University of Southern California April 2012 - June 2014
Seoul Academy of Music August 2009 - May 2012
USC Thornton Student Affairs September 2009 - April 2012
Skills
Event Planning, PowerPoint, Teaching, Student Affairs, Microsoft Office, Customer Service, Research, Higher Education, Admissions, Administrative Functions, Music Education, Meeting Scheduling, Budget Management
Education
University of Southern California 2006 — 2008
Master of Music, Viola Performance
Oberlin College 2002 — 2006
Bachelor of Music, Viola Performance
Oaktree Capital Management June 2014 - Present
University of Southern California April 2012 - June 2014
Seoul Academy of Music August 2009 - May 2012
USC Thornton Student Affairs September 2009 - April 2012
Skills
Event Planning, PowerPoint, Teaching, Student Affairs, Microsoft Office, Customer Service, Research, Higher Education, Admissions, Administrative Functions, Music Education, Meeting Scheduling, Budget Management
Education
University of Southern California 2006 — 2008
Master of Music, Viola Performance
Oberlin College 2002 — 2006
Bachelor of Music, Viola Performance
Sandy Yam's Oaktree Capital Management Experience December 2014 - Present
Job Assistant Vice President of Tax at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management December 2014 - Present
PwC September 2006 - December 2014
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Taxation (MBT)
University of California, Los Angeles 2002 — 2006
Oaktree Capital Management December 2014 - Present
PwC September 2006 - December 2014
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Taxation (MBT)
University of California, Los Angeles 2002 — 2006
Justin Kirk's Oaktree Capital Management Experience 2014 - Present
Job Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management 2014 - Present
Wedbush Securities 2013 - 2014
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance
Oaktree Capital Management 2014 - Present
Wedbush Securities 2013 - 2014
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance
Joy Royal's Oaktree Capital Management Experience January 2008 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2008 - Present
Deloitte June 2003 - January 2008
Education
Pepperdine University 1999 — 2003
Bachelor of Science (BS), Accounting
Oaktree Capital Management January 2008 - Present
Deloitte June 2003 - January 2008
Education
Pepperdine University 1999 — 2003
Bachelor of Science (BS), Accounting
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management