Octagon Credit Investors
Industry: Company
DescriptionFounded: 1994 Parent organization: Conning & Company, Asset Management Arm Subsidiaries: Octagon Funds Gp Ii Llc, Octagon Funds Gp Llc
Octagon Credit Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Octagon Credit Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Octagon Credit Investors Salaries. You can even request information on how much does Octagon Credit Investors pay if you want to. Learn about salaries, pros and cons of working for Octagon Credit Investors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
39 Octagon Credit Investors employees in database. Find out everything there's to know about Octagon Credit Investors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Octagon Credit Investors Employees
Employee
Years
Job
Industry
Amber Nicole Ying, Esq. Amber Nicole Ying, Esq.'s Octagon Credit Investors Experience November 2005 - June 2006
Job Associate Counsel and Vice President, Regulatory Affairs and Compliance at American College of Education
Industry Law Practice
Experience
American College of Education 2014 - Present
American College of Education May 2013 - Present
The Law Office of Amber Nicole Ying May 2011 - Present
American College of Education January 2013 - May 2013
Carrier Corporation 2010 - 2010
Octagon Credit Investors (UK) Ltd. April 2007 - June 2009
JPMorgan Chase Bank June 2006 - April 2007
Octagon Credit Investors November 2005 - June 2006
Skills
Legal Research, Legal Writing, Litigation, Mediation, Civil Litigation, Corporate Law, Employment Law, Estate Planning, Intellectual Property, Family Law, Insurance, Legal Assistance
Education
Indiana University Robert H. McKinney School of Law 2001 — 2004
Juris Doctor
University of Michigan 1997 — 2001
BA, Psychology
Cardinal Ritter High School 1993 — 1997
Honors, All
American College of Education 2014 - Present
American College of Education May 2013 - Present
The Law Office of Amber Nicole Ying May 2011 - Present
American College of Education January 2013 - May 2013
Carrier Corporation 2010 - 2010
Octagon Credit Investors (UK) Ltd. April 2007 - June 2009
JPMorgan Chase Bank June 2006 - April 2007
Octagon Credit Investors November 2005 - June 2006
Skills
Legal Research, Legal Writing, Litigation, Mediation, Civil Litigation, Corporate Law, Employment Law, Estate Planning, Intellectual Property, Family Law, Insurance, Legal Assistance
Education
Indiana University Robert H. McKinney School of Law 2001 — 2004
Juris Doctor
University of Michigan 1997 — 2001
BA, Psychology
Cardinal Ritter High School 1993 — 1997
Honors, All
Meg Julian's Octagon Credit Investors Experience February 2015 - Present
Job Chief Compliance Officer at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Allison Norman Allison Norman's Octagon Credit Investors Experience July 2012 - April 2015
Job High Yield Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2015 - Present
Octagon Credit Investors July 2012 - April 2015
Citi May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Bloomberg, Microsoft Office, Spanish, French
Education
University of Pennsylvania 2008 — 2012
The Wharton School, Finance, Global Analysis
Neuberger Berman May 2015 - Present
Octagon Credit Investors July 2012 - April 2015
Citi May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Bloomberg, Microsoft Office, Spanish, French
Education
University of Pennsylvania 2008 — 2012
The Wharton School, Finance, Global Analysis
Samuel Graham's Octagon Credit Investors Experience July 2013 - June 2015
Job Analyst Global Energy Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
Connor Nolan's Octagon Credit Investors Experience May 2010 - August 2010
Job MBA Candidate at University of Michigan Ross School of Business
Industry Sports
Experience
University of Michigan Ross School of Business August 2015 - Present
New York Mets June 2015 - August 2015
PwC July 2011 - June 2015
Octagon Credit Investors May 2010 - August 2010
Sonenshine Partners July 2009 - August 2009
Major League Baseball May 2009 - July 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Finance, PowerPoint, Microsoft Office, Research, Social Media, Data Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science, 3.5 GPA
Rye High School
University of Michigan Ross School of Business August 2015 - Present
New York Mets June 2015 - August 2015
PwC July 2011 - June 2015
Octagon Credit Investors May 2010 - August 2010
Sonenshine Partners July 2009 - August 2009
Major League Baseball May 2009 - July 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Finance, PowerPoint, Microsoft Office, Research, Social Media, Data Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science, 3.5 GPA
Rye High School
Reid Douty's Octagon Credit Investors Experience July 2015 - Present
Job Analyst at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors July 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Poliquin for U.S. Congress February 2013 - January 2014
Pzena Investment Management June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Economics, Market Research, Financial Modeling, Data Analysis, Valuation, Corporate Finance, Bloomberg, Public Speaking, Microsoft Excel, Research, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Octagon Credit Investors July 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Poliquin for U.S. Congress February 2013 - January 2014
Pzena Investment Management June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Economics, Market Research, Financial Modeling, Data Analysis, Valuation, Corporate Finance, Bloomberg, Public Speaking, Microsoft Excel, Research, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
John Salvetti John Salvetti's Octagon Credit Investors Experience 2008 - 2009
Job Assistant Vice President at Sumitomo Mitsui Trust Bank Limited
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank Limited October 2014 - Present
Syncora Guarantee June 2013 - October 2014
Syncora Guarantee 2011 - June 2013
Octagon Credit Investors 2008 - 2009
Octagon Credit Investors 2005 - 2008
Octagon Credit Investors 2000 - 2005
Skills
Credit Analysis, Leveraged Finance, High Yield, High Grade, Investment Management, Financial Analysis, Financial Modeling, Project Finance, Power Utilities, Chemical Industry, Gaming Industry, Hospitality Industry, Forest Products, Inflation-indexed bond, Valuation, Bloomberg, Capital Markets, Corporate Finance, Debt, Credit Derivatives
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance
The New School 1999 — 2002
MA, Philosophy
Marquette University 1995 — 1999
BA, Philosophy and French
Sumitomo Mitsui Trust Bank Limited October 2014 - Present
Syncora Guarantee June 2013 - October 2014
Syncora Guarantee 2011 - June 2013
Octagon Credit Investors 2008 - 2009
Octagon Credit Investors 2005 - 2008
Octagon Credit Investors 2000 - 2005
Skills
Credit Analysis, Leveraged Finance, High Yield, High Grade, Investment Management, Financial Analysis, Financial Modeling, Project Finance, Power Utilities, Chemical Industry, Gaming Industry, Hospitality Industry, Forest Products, Inflation-indexed bond, Valuation, Bloomberg, Capital Markets, Corporate Finance, Debt, Credit Derivatives
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance
The New School 1999 — 2002
MA, Philosophy
Marquette University 1995 — 1999
BA, Philosophy and French
Casey Derbyshire, CFA's Octagon Credit Investors Experience July 2007 - June 2011
Job Investment Manager at GAM
Industry Investment Management
Experience
GAM April 2015 - Present
GAM July 2011 - April 2015
Octagon Credit Investors July 2007 - June 2011
Skills
Leveraged Finance, High Yield, Credit, Investments, Fixed Income, Financial Modeling, Finance, Bonds, Loans, Bloomberg, Capital Markets, Valuation, Portfolio Management
Education
Bucknell University 2003 — 2007
BSBA, Business Management & Mathematics
GAM April 2015 - Present
GAM July 2011 - April 2015
Octagon Credit Investors July 2007 - June 2011
Skills
Leveraged Finance, High Yield, Credit, Investments, Fixed Income, Financial Modeling, Finance, Bonds, Loans, Bloomberg, Capital Markets, Valuation, Portfolio Management
Education
Bucknell University 2003 — 2007
BSBA, Business Management & Mathematics
Angela Jiang's Octagon Credit Investors Experience July 2015 - Present
Job Junior Associate at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors July 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
OmniSYS, LLC June 2011 - September 2011
Skills
Finance, Business Intelligence, Financial Modeling, Investment Banking, Economics, Valuation, Corporate Finance, Financial Analysis, Microsoft Excel, Due Diligence, Data Analysis, Fixed Income, Private Equity, Quantitative Analytics
Education
Princeton University 2009 — 2013
B.S.E., Operations Research and Financial Engineering
University College London 2011 — 2011
Affiliate Student (Semester Abroad), Civil Engineering, Economics
West Lafayette Senior High School 2005 — 2009
Octagon Credit Investors July 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
OmniSYS, LLC June 2011 - September 2011
Skills
Finance, Business Intelligence, Financial Modeling, Investment Banking, Economics, Valuation, Corporate Finance, Financial Analysis, Microsoft Excel, Due Diligence, Data Analysis, Fixed Income, Private Equity, Quantitative Analytics
Education
Princeton University 2009 — 2013
B.S.E., Operations Research and Financial Engineering
University College London 2011 — 2011
Affiliate Student (Semester Abroad), Civil Engineering, Economics
West Lafayette Senior High School 2005 — 2009
Brendan Letarte Brendan Letarte's Octagon Credit Investors Experience July 2013 - July 2015
Job Leveraged Credit Investment Professional
Industry Investment Management
Experience
Octagon Credit Investors July 2013 - July 2015
Octagon Credit Investors July 2011 - July 2013
Hamilton College Microfinance Club April 2009 - May 2011
Octagon Credit Investors January 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
Nantucket Boat Cleaners May 2005 - August 2008
Skills
Entrepreneurship, Credit, Finance, Investments, Credit Analysis, Loans, Underwriting, PowerPoint, Microsoft Excel, Financial Modeling, Bloomberg, Analysis, Research, Microsoft Office, Alternative Investments, Financial Analysis
Education
Hamilton College 2007 — 2011
BA, Communication, Honors Graduate; Lambda Pi Eta, National Communication Association Honor Society
The Taft School 2004 — 2007
Octagon Credit Investors July 2013 - July 2015
Octagon Credit Investors July 2011 - July 2013
Hamilton College Microfinance Club April 2009 - May 2011
Octagon Credit Investors January 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
Nantucket Boat Cleaners May 2005 - August 2008
Skills
Entrepreneurship, Credit, Finance, Investments, Credit Analysis, Loans, Underwriting, PowerPoint, Microsoft Excel, Financial Modeling, Bloomberg, Analysis, Research, Microsoft Office, Alternative Investments, Financial Analysis
Education
Hamilton College 2007 — 2011
BA, Communication, Honors Graduate; Lambda Pi Eta, National Communication Association Honor Society
The Taft School 2004 — 2007
Dawson Luke's Octagon Credit Investors Experience June 2012 - August 2012
Job Analyst at Ramius LLC
Industry Financial Services
Experience
Ramius LLC May 2014 - Present
Forward Insight Commodities June 2013 - July 2013
Octagon Credit Investors June 2012 - August 2012
Copeland Toyota June 2011 - August 2011
Skills
Economics, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Word
Education
Connecticut College 2009 — 2013
Economics and American Studies
Belmont Hill School 2003 — 2009
Ramius LLC May 2014 - Present
Forward Insight Commodities June 2013 - July 2013
Octagon Credit Investors June 2012 - August 2012
Copeland Toyota June 2011 - August 2011
Skills
Economics, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Word
Education
Connecticut College 2009 — 2013
Economics and American Studies
Belmont Hill School 2003 — 2009
Dylan Penner Dylan Penner's Octagon Credit Investors Experience June 2013 - August 2013
Job Incoming High Yield Research Analyst Babson Capital Management
Industry
Experience
Bank of America Merrill Lynch June 2014 - August 2014
Octagon Credit Investors June 2013 - August 2013
University of North Carolina at Chapel Hill August 2012 - May 2013
Freedom School Partners June 2012 - August 2012
Skills
Conflict Resolution, Analytical Skills, Interpersonal..., Research, Strategy, Competitive Analysis
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Copenhagen Business School 2013 — 2013
Exchange Program, Business Administration, Management, and Operations
Bank of America Merrill Lynch June 2014 - August 2014
Octagon Credit Investors June 2013 - August 2013
University of North Carolina at Chapel Hill August 2012 - May 2013
Freedom School Partners June 2012 - August 2012
Skills
Conflict Resolution, Analytical Skills, Interpersonal..., Research, Strategy, Competitive Analysis
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Copenhagen Business School 2013 — 2013
Exchange Program, Business Administration, Management, and Operations
Aron Grufstedt's Octagon Credit Investors Experience July 2005 - May 2009
Job Vice President at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group January 2015 - Present
The Carlyle Group August 2010 - December 2014
CCMP Capital Advisors May 2009 - July 2010
Octagon Credit Investors July 2005 - May 2009
Skills
High Yield, Leveraged Finance, Private Equity, Structured Finance, Valuation, Special Situations, Capital Markets, Corporate Finance, Investments, LBO, Bonds, Capital Structure, Bloomberg
Education
Babson College 2000 — 2005
Bachelor of Science (B.S.), Finance
Wheeler High School 1996 — 2000
The Carlyle Group January 2015 - Present
The Carlyle Group August 2010 - December 2014
CCMP Capital Advisors May 2009 - July 2010
Octagon Credit Investors July 2005 - May 2009
Skills
High Yield, Leveraged Finance, Private Equity, Structured Finance, Valuation, Special Situations, Capital Markets, Corporate Finance, Investments, LBO, Bonds, Capital Structure, Bloomberg
Education
Babson College 2000 — 2005
Bachelor of Science (B.S.), Finance
Wheeler High School 1996 — 2000
Kelcey Coffin's Octagon Credit Investors Experience Trading AssistantOctagon Credit InvestorsNovember 2011 - December 2013
Job Trader at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors Trading AssistantOctagon Credit InvestorsNovember 2011 - December 2013
David Lerner Associates, inc. October 2010 - October 2011
SEDA-Council of Governments April 2009 - August 2009
Hispanic Link News Service May 2008 - August 2008
Silver Saddle Swim Club April 2007 - September 2007
Education
Bucknell University 2006 — 2010
BA, English, Spanish, Dance
Octagon Credit Investors Trading AssistantOctagon Credit InvestorsNovember 2011 - December 2013
David Lerner Associates, inc. October 2010 - October 2011
SEDA-Council of Governments April 2009 - August 2009
Hispanic Link News Service May 2008 - August 2008
Silver Saddle Swim Club April 2007 - September 2007
Education
Bucknell University 2006 — 2010
BA, English, Spanish, Dance
Margaret Shahnasarian's Octagon Credit Investors Experience July 2011 - June 2013
Job Senior Associate at Partners Capital
Industry Financial Services
Experience
Partners Capital July 2013 - May 2015
Octagon Credit Investors July 2011 - June 2013
Nordstrom May 2010 - August 2010
Insite MediaCom January 2010 - April 2010
RMC Property Group May 2009 - August 2009
Education
Florida State University - College of Business 2007 — 2011
Professional Sales
Berkeley Preparatory School 1993 — 2007
Partners Capital July 2013 - May 2015
Octagon Credit Investors July 2011 - June 2013
Nordstrom May 2010 - August 2010
Insite MediaCom January 2010 - April 2010
RMC Property Group May 2009 - August 2009
Education
Florida State University - College of Business 2007 — 2011
Professional Sales
Berkeley Preparatory School 1993 — 2007
Don Young's Octagon Credit Investors Experience February 2009 - Present
Job Managing Director at Och Ziff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management September 2013 - Present
Octagon Credit Investors February 2009 - Present
Primus Asset Management March 2006 - February 2009
Octagon Credit Investors 2001 - 2006
Skills
Leveraged Finance, Capital Markets, Bonds, CLO, High Yield, Bloomberg, Credit Derivatives, Alternative Investments, Asset Management, CDS, Credit, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Structured Finance
Education
Lafayette College 1985 — 1989
Landon School 1978 — 1985
HS Diploma
Och-Ziff Capital Management September 2013 - Present
Octagon Credit Investors February 2009 - Present
Primus Asset Management March 2006 - February 2009
Octagon Credit Investors 2001 - 2006
Skills
Leveraged Finance, Capital Markets, Bonds, CLO, High Yield, Bloomberg, Credit Derivatives, Alternative Investments, Asset Management, CDS, Credit, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Structured Finance
Education
Lafayette College 1985 — 1989
Landon School 1978 — 1985
HS Diploma
Jessica Adams's Octagon Credit Investors Experience January 2015 - Present
Job Principal at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors January 2015 - Present
Primus Asset Management May 2006 - July 2009
Kingsland Capital Management 2005 - 2006
Trust Company of the West Senior Loan and Bank Debt 2003 - 2005
Citigroup 2000 - 2003
Skills
Bloomberg, Structured Finance, Financial Modeling, Hedge Funds, Research, Risk Management, Bonds, Capital Markets, Fixed Income, Financial Risk, Equities, Investment Banking, Derivatives, Portfolio Management, Asset Management, Private Equity, Investment Management, Valuation, Credit Analysis
Education
Barnard College 1995 — 1999
Bachelor of Arts (BA), Economics
Punahou School 1986 — 1995
Octagon Credit Investors January 2015 - Present
Primus Asset Management May 2006 - July 2009
Kingsland Capital Management 2005 - 2006
Trust Company of the West Senior Loan and Bank Debt 2003 - 2005
Citigroup 2000 - 2003
Skills
Bloomberg, Structured Finance, Financial Modeling, Hedge Funds, Research, Risk Management, Bonds, Capital Markets, Fixed Income, Financial Risk, Equities, Investment Banking, Derivatives, Portfolio Management, Asset Management, Private Equity, Investment Management, Valuation, Credit Analysis
Education
Barnard College 1995 — 1999
Bachelor of Arts (BA), Economics
Punahou School 1986 — 1995
Alexander Jenner, CFA's Octagon Credit Investors Experience June 2013 - Present
Job Principal at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors January 2011 - June 2013
Octagon Credit Investors June 2006 - December 2010
Skills
CLO, High Yield, Debt, Leveraged Finance, Credit, Loans, Asset Management, Bonds, Research, Analysis
Education
University of Pennsylvania 2002 — 2006
B.S. in Economics, Finance
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors January 2011 - June 2013
Octagon Credit Investors June 2006 - December 2010
Skills
CLO, High Yield, Debt, Leveraged Finance, Credit, Loans, Asset Management, Bonds, Research, Analysis
Education
University of Pennsylvania 2002 — 2006
B.S. in Economics, Finance
Joseph Spinner's Octagon Credit Investors Experience April 2015 - Present
Job Analyst at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors April 2015 - Present
FTI Consulting April 2013 - March 2015
FTI Consulting September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Jumpstart 2008 - 2009
Education
Boston College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Corporate Reporting and Analysis
Mamaroneck High School 2003 — 2007
Octagon Credit Investors April 2015 - Present
FTI Consulting April 2013 - March 2015
FTI Consulting September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Jumpstart 2008 - 2009
Education
Boston College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Corporate Reporting and Analysis
Mamaroneck High School 2003 — 2007
Matthew Lee, CFA's Octagon Credit Investors Experience September 1998 - Present
Job Principal at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors September 1998 - Present
The Chase Manhattan Bank January 1998 - September 1998
MetLife August 1996 - December 1997
Education
University of Pennsylvania 1992 — 1996
B.A., Economics, Psychology, International Relations
Octagon Credit Investors September 1998 - Present
The Chase Manhattan Bank January 1998 - September 1998
MetLife August 1996 - December 1997
Education
University of Pennsylvania 1992 — 1996
B.A., Economics, Psychology, International Relations
William Lutkins's Octagon Credit Investors Experience June 2002 - February 2004
Job Managing Director at Sound Harbor Partners
Industry Investment Management
Experience
Sound Harbor Partners January 2013 - Present
Aladdin Capital Management June 2004 - December 2012
Octagon Credit Investors June 2002 - February 2004
Credit Suisse First Boston September 1997 - June 2002
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Saint Lawrence University
B.A..
Sound Harbor Partners January 2013 - Present
Aladdin Capital Management June 2004 - December 2012
Octagon Credit Investors June 2002 - February 2004
Credit Suisse First Boston September 1997 - June 2002
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Saint Lawrence University
B.A..
Laura DiAlberto's Octagon Credit Investors Experience August 2015 - Present
Job Compliance Officer at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors August 2015 - Present
AQR Capital Management May 2012 - August 2015
Morgan Stanley November 2009 - May 2012
PricewaterhouseCoopers August 2007 - November 2009
Rankin & Taylor 2009 - 2009
Thomson Financial 2006 - 2006
Thomson Financial 2006 - 2006
Hyde Park Investment, Ltd. 2006 - 2006
Skills
Capital Markets, Due Diligence, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelors of Science in Business Administration, Finance
Octagon Credit Investors August 2015 - Present
AQR Capital Management May 2012 - August 2015
Morgan Stanley November 2009 - May 2012
PricewaterhouseCoopers August 2007 - November 2009
Rankin & Taylor 2009 - 2009
Thomson Financial 2006 - 2006
Thomson Financial 2006 - 2006
Hyde Park Investment, Ltd. 2006 - 2006
Skills
Capital Markets, Due Diligence, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelors of Science in Business Administration, Finance
Sean Gleason's Octagon Credit Investors Experience June 2013 - Present
Job Associate at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors June 2010 - June 2013
BB&T Capital Markets May 2009 - August 2009
Sports Legacy Institute October 2008 - April 2009
Utica National Insurance Group May 2008 - August 2008
Education
Babson College 2006 — 2010
B.S., Finance
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors June 2010 - June 2013
BB&T Capital Markets May 2009 - August 2009
Sports Legacy Institute October 2008 - April 2009
Utica National Insurance Group May 2008 - August 2008
Education
Babson College 2006 — 2010
B.S., Finance
Christina Weniger, CFA's Octagon Credit Investors Experience June 2015 - Present
Job Principal at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors June 2015 - Present
Octagon Credit Investors July 2006 - June 2015
Octagon Credit Investors July 2006 - December 2010
Education
Bucknell University
North Allegheny High School
Octagon Credit Investors June 2015 - Present
Octagon Credit Investors July 2006 - June 2015
Octagon Credit Investors July 2006 - December 2010
Education
Bucknell University
North Allegheny High School
Paul Bossidy's Octagon Credit Investors Experience July 2015 - Present
Job Junior Associate at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors July 2015 - Present
Octagon Credit Investors February 2014 - June 2015
J.P. Morgan June 2012 - January 2014
Chilton Investment Company May 2011 - July 2011
Fédération Routière Internationale (International Road Group) February 2011 - April 2011
Clayton Holdings LLC (sold to Radian Group) May 2010 - July 2010
Clayton Holdings LLC (sold to Radian Group) May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Outlook, Accounting, Teamwork, Economics, Banking, Customer Service
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), English and Environmental Studies, Cum Laude
Boston University 2011 — 2011
Work-Study Abroad Program, Fédération Routière Internationale, Research Analyst
Ridgefield High School 2005 — 2008
H.S. Diploma with Honors, General Studies, GPA: 4.2 of 4.5
Octagon Credit Investors July 2015 - Present
Octagon Credit Investors February 2014 - June 2015
J.P. Morgan June 2012 - January 2014
Chilton Investment Company May 2011 - July 2011
Fédération Routière Internationale (International Road Group) February 2011 - April 2011
Clayton Holdings LLC (sold to Radian Group) May 2010 - July 2010
Clayton Holdings LLC (sold to Radian Group) May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Outlook, Accounting, Teamwork, Economics, Banking, Customer Service
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), English and Environmental Studies, Cum Laude
Boston University 2011 — 2011
Work-Study Abroad Program, Fédération Routière Internationale, Research Analyst
Ridgefield High School 2005 — 2008
H.S. Diploma with Honors, General Studies, GPA: 4.2 of 4.5
Gillian Kape's Octagon Credit Investors Experience June 2011 - Present
Job Portfolio Administrator Associate at Octagon Credit Investors
Industry Marketing and Advertising
Experience
Octagon Credit Investors June 2011 - Present
JPMorgan Chase & Co. May 2010 - August 2010
Sloan Securities Corporation May 2009 - August 2009
Education
Marist College 2007 — 2011
B.S in Business Administration, Emphasis in Marketing
Octagon Credit Investors June 2011 - Present
JPMorgan Chase & Co. May 2010 - August 2010
Sloan Securities Corporation May 2009 - August 2009
Education
Marist College 2007 — 2011
B.S in Business Administration, Emphasis in Marketing
Harry Falconer's Octagon Credit Investors Experience May 1996 - Present
Job VP Finance at Octagon Credit Investors
Industry
Experience
Octagon Credit Investors May 1996 - Present
Skills
CPA New York State
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1986 — 1990
Bachelor of Science (BS), Accounting
Octagon Credit Investors May 1996 - Present
Skills
CPA New York State
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1986 — 1990
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY