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30+ years of bulge-bracket and leveraged finance experience Worked on transactions which have raised in excess of $300 billion in leveraged loans, bridge loans, high yield bonds and mezzanine financing Founder & Senior Managing Director, Cyan Partners, LP Co-Head, Global Leveraged Finance, Morgan Stanley Member, Investment Banking Management and Global Capital Markets Management Committees, Morgan Stanley Co-Head, North American Leveraged Finance, Citigroup Member, Debt Capital Markets Management Committee, Citigroup M.B.A., University of Chicago; B.A., Columbia University
25+ years experience in investment banking, specializing in leveraged finance, private capital markets and M&A President, AEG Capital, LLC, a Chicago-based middle market investment bank Managing Director, AEG Partners and its private equity affiliate Access Value Investors Head of Private Capital Markets, Sagent Advisors Director, Salomon Brothers/Citigroup, Financial Entrepreneurs Group & Private Placements Group M.B.A., University of Chicago; B.A., University of Illinois
29 years of investment management experience
20+ years Chief Investment Officer of a public pension plan
Committed $4 billion in private investments
BA, Belmont University
35+ years of investing and managing leverage lending debt and equity investments Originated and invested in over $2.1 billion in middle market debt senior and junior debt and equity transactions Managing Director and Investment Committee Member, Prospect Capital Management focused on private equity sponsors Managing Director, Global Financial Sponsors and Structured Finance Groups, GE Capital Corporation Chief Financial Officer and Portfolio Manager, Joseph Littlejohn & Levy (now JLL Fund) Senior Manager, Audit and M&A Advisory, Coopers & Lybrand (now PriceWaterhouseCoopers) M.B.A., Columbia University; B.S. Accountancy, Long Island University, CW Post Center, School of Professional Accountancy
20+ years of accounting and auditing experience Vice President, Private Equity Services, Citigroup Senior Manager, Investment Management Group, Deloitte – New York CPA (inactive) and Chartered Accountant B.Com in Financial Accounting, Bombay University
40+ years of experience in fixed income and high yield sales and trading Co-Head, High Yield, Senior Managing Director, Guggenheim Securities Co-Founder, Principal and President, Summit Securities Group Head, Fixed Income and Executive Committee Member, Schroders Head, High Yield, Salomon Brothers M.S. in Finance, University of California at Los Angeles; B.S.B.A., University of Denver
30+ years experience in mezzanine and private equity investment, acquisition finance, private equity sponsors, mergers & acquisitions and as operating executive Managing Director, Cyan Partners, LP President and CEO, Penn 80 Milton Managing Director, Mezzanine Debt and Private Equity, AIG Vantage Capital Managing Director, Financial Sponsors, RBC Capital Markets Managing Director, Acquisition Finance and Emerging Telecom Groups, JPMorgan Chase Director, Financial Entrepreneurs, Citigroup / Salomon Brothers Director, Mergers & Acquisitions, CS First Boston M.B.A., University of Pennsylvania; B.S. in Foreign Service, Georgetown University
30 years of leveraged finance and investment banking experience Head of North American Leveraged Finance, Morgan Stanley Member of Investment Banking and Capital Markets Capital Commitment Committee, Morgan Stanley Managing Director Healthcare Services Investment Banking, Morgan Stanley Managing Director Leveraged Finance, Citigroup M.B.A., Columbia University; B.A., Colby College
25+ years in investment management, primarily in broadly syndicated loans and CLOs Head of Loans, Insight Investment Member, Corporate Loan Committee, Insight Investment Portfolio Manager and member of founding team, CIFC Asset Management Member, Investment Committee, CIFC Asset Management M.B.A. MIT; B.A. Stanford University
10+ years of leveraged finance and investment management experience Associate, Praesidian Capital Analyst, Nomura Securities B.S. in Finance, Villanova University
20+ years of leveraged lending / legal experience Worked on over 60 financing transactions raising in excess of $10 billion Co-Founder & Managing Director, Cyan Partners, LP Vice President, Leveraged Finance, Morgan Stanley Senior Associate, Banking, Weil, Gotshal & Manges LLP Member, New York State Bar J.D., Columbia University School of Law; B.A., University of Wisconsin at Madison
25+ years of business development and investment management experience Head of Business Development, Nassau Asset Management Managing Director, Global Institutional Sales, Seix Investment Advisors President, Steadfast Alcentra Global Credit Fund Global Co-Head of Distribution, Co-Head of Rothschild Asset Management US, Rothschild Group Senior Vice President, Lazard Asset Management B.A., Syracuse University
35+ years of experience in investment banking and investment management Senior Managing Director, Cyan Partners, LP President of Tower Capital, LLC Global Head, Private Equity Group, Citigroup Managing Director, Financial Entrepreneurs, Citigroup / Salomon Brothers Managing Director, Financial Sponsors and Private Finance, CS First Boston M.B.A., Columbia University Graduate School of Business; B.A., University of North Carolina at Chapel Hill
20+ years in middle market credit and capital markets Founder, Altitude Capital Partners, a middle market investment management firm Head of direct lending and origination, Medley Management Managing Director, Freeport Financial Origination, Portfolio Management and Restructuring, Newport Realty LLC, General Electric and Heller Corporate Finance B.B.A. in Finance and Risk management, University of Wisconsin at Madison
20+ years of tax experience Vice President of Tax, Private Equity, Fortress Investment Group, LLC Tax Manager, PricewaterhouseCoopers
CPA, State of New York
M.S. in Real Estate, NYU; B.B.A. in Accounting, Baruch College
10+ years of leveraged finance and portfolio management experience Vice President, BNP Paribas B.S. in Economics & French, Georgetown University
15+ years of leveraged finance and investment management experience Vice President, Credit Suisse Senior Analyst, Brookfield Asset Management Analyst, Eos Partners Analyst, Phoenix Investment Adviser M.B.A., NYU Stern School of Business; B.A., University of Michigan Ross School of Business
15+ years of investment management and investment banking experience Senior Credit Analyst, GC Investment Management LLC Vice President, Cyan Partners, LP Associate, Fixed Income Capital Markets, BTIG LLC Analyst, Leveraged Finance and Investment Banking, Morgan Stanley B.A. in Chemistry, Whitman College
20+ years in investment management, primarily in broadly syndicated loans and CLOs Managing Director, Canaras Capital Management Member, Investment Committee, Canaras Capital Management Portfolio Manager and Loan Trader, Canaras Capital Management Credit Analyst, INVESCO M.B.A., Columbia University; B.S., Rutgers, The State University of New Jersey Chartered Financial Analyst (CFA®)
8+ years of leveraged finance and investment management experience Analyst, Leveraged Finance, Nomura Securities B.A. in Economics, Bryant University
20+ years of accounting and auditing experience Vice President, Product Accounting, EnTrustPermal Senior Associate, PricewaterhouseCoopers
CPA, State of New York
B.S., Accounting and Finance, NYU – Leonard N. Stern School of Business
5+ years of leveraged lending / legal experience Associate, Finance, Davis Polk & Wardwell LLP Member, New York State Bar J.D., University of Virginia School of Law B.A., Michigan State University
4+ years of legal / M&A experience Over $1 billion in transactions
Member, Connecticut State Bar
J.D. Quinnipiac University School of Law, Tax Concentration with Honors
B.F.A. The School of the Art Institute Chicago
10+ years of financial service experience
Senior Fund Accountant, Private Equity, Citco Fund Services
AIS – Investor Relations Supervisor, BNY Mellon
M.B.A., West Virginia University; B.S. in Economics, West Virginia University
25+ years of accounting and auditing experience
Director, Gen II Fund Services – New York
Manager, SS&C Technologies – New York
Fund Controller, Kohlberg & Company – New York
Manager, Deloitte & Touche – New York
Chartered Accountant & Certified Public Accountant (inactive)
Bachelor of Commerce, Bombay University, India
6+ years of financial services experience Consultant, Financial Accounting, Valuations and Securitization, Deloitte Analyst, Structured Analytics and Valuation, Moody’s Analytics B.S.B.A. in Finance, Bryant University
6+ years of financial services experience Analyst, Place Capital B.S. in Economics, Syracuse University B.S. in Television, Radio & Film, S.I. Newhouse School of Public Communications
7+ years of financial services experience Senior Analyst, Financial Institutions, Fitch Ratings Analyst, Securities-Based Lending, Morgan Stanley B.A. in Economics, Syracuse University
7+ years of leveraged finance and private equity sponsor coverage experience
Vice President, Credit Suisse Financial Sponsors Group
Analyst, Credit Suisse Leveraged Finance Capital Markets
B.S. in Applied Economics and Management – Finance Concentration, Cornell University
Chartered Financial Analyst (CFA®)
4+ years of financial services experience Associate, Debt Capital Markets, Piper Sandler & Co. Analyst, Canaras Capital Management B.S.B.A. in Accounting and Financial Management, Bucknell University
5+ years of leveraged finance and investment management experience Associate, Nassau Global Credit
B.S. in Finance, Fairfield University Dolan School of Business
5+ years of financial services experience Assistant Vice President, Corporate Treasury, Morgan Stanley Analyst, Treasury Operations, Barclays B.S.B.A in Finance, Bryant University
3+ years of financial services experience
CPA, State of Connecticut
B.S.A, University of Connecticut
15+ years of administrative experience Supported senior management at various Fortune 500 companies
8+ years of administrative experience Senior Event Planner in the Hospitality Industry
2+ years of operations experience M.S. in Finance, Fairfield University – Dolan School of Business
B.A. in Economics, University of Connecticut
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