He is the Chair of the Investment and Management Committees. Paula Roberts joined Crestline Investors in 2005. He brings to the firm an in-depth knowledge of enterprise and commercial software development processes. Guy joined Crestline in 2015. Matt Viscusi joined Crestline in 2019 as a Senior Analyst in the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Smith was a Vice President at Goldman Sachs Prime Services managing relationships for Institutional Investors across various touchpointsincluding operations, account opening, and identifying new business opportunities. Graham Ballard, CAIA, Analyst,joined Crestline in 2012 and focuses on equity fund research and monitoring for our Diversified Funds. Sophie Aldrich, CFA. Jennifer Slimmer, CPA joined Crestline Investors in 2009 and is currently serving as the Director of Fund Accounting. Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. He holds an MBA from Harvard Business School, an MA from Oxford University, was an Associate at McKinsey and Company and served as a Tank Troop Leader in the British Army in Germany. Prior to joining the Firm, Mr. Mabry served as Vice President of North American Institutional Accounting at JPMorgan Chase. Hartree, founded in 1997, is privately held by management and Oaktree. Before that, he held positions at Bank of America Merrill Lynch within the Corporate Debt Products Group. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. About Oaktree. Ms. Sassman earned her B.B.A. Tack joined Crestline in 2012 and is the Director of Fixed Income strategies for Crestlines Diversified Funds. (g) upon expiration of their password the Registrant must provide the MLS VOW Participant with a new password to regain access to the MLS VOW Data. Prior to joining the Firm, Mr. Wen was an Associate Director in the Private Equity Group of Black Diamond Capital Management. From 1986 through 1997, Ms. Cooley was a derivatives trader and risk manager with Taylor and Company, an investment firm associated with the Bass Family of Fort Worth, TX (one of the earliest multi-asset, multi-strategy alternative asset managers). An MLS VOW Participant must not provide a Registrant with access to MLS VOW Data through the MLS VOW Participants MLS VOW unless and until: RULES of COOPERATION of the CADREB, FVREB and REBGV Robert Bernstone joined Crestline in 2021 and is a Managing Director, overseeing all of Crestline Summits trading and is also a Portfolio Manager for Index Strategies. (d) the Registrant has a bona fide interest in the purchase, sale or lease of real estate of the type being offered through the MLS VOW; Summer Jarratt joined Crestline in 2022 and is responsible for West Coast client partnerships. Prior to joining the Firm, Mr. Walters worked as an Associate for Blackstreet Capital Management where he focused on distressed and turnaround investing. Kevin has been found in 23 cities including Buffalo, Tonawanda, New York, South Windsor, Los Angeles. Mr. Derr holds a Bachelor of Science degree in Finance from Pennsylvania State University. Mr. Gannon has 25 years of experience in the investment industry including: Director of Marketing & Client Service at Dorchester Capital Advisors, Senior Vice President & Investment Committee Chairman at a $2.5B private bank, and Director of Marketing and Client Service at Lipper & Company, a $4.5B hedge fund. Prior to this he was Head of Corporates for Commerzbank AG, London Branch for eight years managing the relationship management (origination), trade finance and cash management teams. Prior to entering into an agency agreement with a Registrant the MLS VOW Participant must ask the Registrant whether the Registrant is a party to any other agency agreements. Bryan Fischer joined Crestline in 2021 and is a Business Development Director in the Fund Liquidity Solutions Group. Ms. Lilly graduated Magna Cum Laude with a B.A. Mr. Zidow joined Crestline in 2017 as a Senior Analyst in the Fund Liquidity Solutions Group. (f) the Registrant acknowledges the Boards ownership of, and the validity of the Boards proprietary rights and copyright in the MLS VOW Data, and listing information; and in Applied Mathematics and Physics from the Moscow Institute of Physics and Technology. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. Kevin Ng's Email. Stay updated on the latest Alchemy-related announcements, accolades, and awards. Ms. Cooley began her career in the investment industry at Manufacturers Hanover Trust Company (later merged into JP Morgan) where she specialized in futures markets in both New York and Chicago after receiving her BA in Economics from The College of William and Mary in 1983. He was a past Chairman of DIMA and member of the Taoiseach Finance Committee and was integrally involved in the European Life Reinsurance and initial Solvency II directive. He is a member of the Finance Advisory Board at Miami University. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business. in Finance. David Mabry joined Crestline in 2006 and is responsible for client servicing. Mr. Cochran joined Crestline in 1998 and serves as the Chief Operating Officer of Crestline. No credit card required. Room 445 Uris Hall. Prior to joining Crestline, Ms. Kruse worked in the loan origination division at Chase Home Finance. Prior to joining the Firm, Mr. Cave spent over 7 years working as an accountant at Q Investments. In his role at Crestline Summit, he is responsible for distribution as well as investor and consultant relations. He holds a BS in Computer Science and Engineering from Indian Institute of Technology, Delhi, and an MBA from Columbia Business School. Prior to joining the Firm, Mr. Bullard work with Raymond James & Associates as an Investment Banking Analyst. Mr. McCutchen began his career in New York City, working in the investment banking division of Citigroup (formerly known as Salomon Smith Barney). Mr. Slepnev-Sokolinskiy received both his B.S. Nathan Shulman, Director of Software Development, joined Crestline Investors in October of 2008. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. and B.A. Prior to joining the Firm, Mr. Spector was an Investment Banking Analyst with Barclays. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. There are 700+ professionals named "Kevin Ng", who use LinkedIn to exchange information, ideas, and opportunities. degree magna cum laude in business administration with a concentration in finance from Boston University. in Accounting and M.S. Prior to joining the Firm, Mr. Ramirez was a Senior Director for FTI Consulting, Inc. in the corporate restructuring practice. Mr. Hodgdon has structured domestic and international financial insurance and reinsurance transactions and developed intra-group reinsurance programs to support group-wide risk management initiatives. Prior he was the Chief Operating Officer at Deephaven Capital Management, a global multistrategy alternative investment manager. Prior to joining Crestline Summit, he was Global Co-Head of Business Development & Investor Relations at Eisler Capital. An MLS VOW must boldly display a privacy policy that informs Registrants of the ways in which information obtained from them will be used, and obtain each Registrants consent to all of the ways in which personal information that they provide may be collected, used, or disclosed including the fact that personal information may be shared with the Board for auditing and/or legal purposes. He is also a member of the ESG Committee. (a) the MLS VOW Participant establishes a lawful REALTOR/ consumer or REALTOR/client relationship with that Registrant, including, where necessary, completion of any applicable agency, non-agency, and other disclosure obligations, and execution of any required agreements; He has over 20 years of experience of investing in private capital transactions (equity and debt), financial restructurings, corporate finance advisory work and equity research experience. Mr. Mabry has a B.B.A. Capital Markets Summer Analyst @ GE Capital. Robert Zell, CPA, Associate Director of Operational Due Diligence, joined Crestline Investors in 2013 and leads the firms operational due diligence efforts for its Opportunity and Recovery funds. from Seton Hall University. Cornell University. Prior to that, Issam was the CEO of the Global CO2 Initiative focusing on the commercialization of technologies leading to reducing carbon emissions. Get in touch. Mr. Aingorn joined Crestline in 2019 and focuses on our Liquid Credit and Opportunistic Strategies. in Accounting and a M.B.A. from Texas Tech University. in Economics from Bucknell University. He joined from Wells Fargo Capital Finance (UK) Limited (formerly Burdale Financial Limited acquired by Wells Fargo in 2012) where he spent fourteen years originating, structuring and syndicating asset-based loans in the UK and cross-border Europe. It's free for basic use, give it a try, you'll see how efficient and powerful it is! Prior to joining First Source in 1995, Mr. Killion was President of the Corporate Finance Division of Household Commercial Financial Services ("HCFS"), a subsidiary of Household Finance Corporation. He held roles before that with the common theme of working for foreign banks in London. He holds a BBA in Finance from Texas Christian University, is a CFA charterholder, and is a member of the Dallas-Fort Worth Society of Financial Analysts. About Schedule COMMUNITY PARTNERS PORTFOLIO Blog Shop Get in touch Cart 0. 24 hour emergency hotline (criminal matters) 24 () Phone: 5483-8965. He also holds the CFA designation and is a member of the Toronto CFA Society. Mr. Vaid has a Bachelor of Engineering in Electronics and Telecommunications from Government College of Engineering Pune India, and Master of Science in Electrical and Computer Engineering and Master of Engineering Management from Dartmouth College. Investment Banking Analyst @ Macquarie Capital. He received his BS in Finance from Lehigh University and MBA from University of Virginia. Scott Nelson joined Crestline Summit (Crestline's multi-PM, multi-strategy equity-oriented hedge fund business line) in 2022 and is a Managing Director, Head of Client Partnership Group, Summit Crestline. Mr. Delaune joined Crestline in 2015 in the Opportunistic Strategies Group and leads the groups real estate and co-investment transactions. (e) the Registrant has supplied the MLS VOW Participant with a user name and a password, both of which must be unique to the Registrant, (the user name and password may be established by the Registrant or may be supplied by the MLS VOW Participant at the option of the MLS VOW Participant). (b) the Registrant has provided the MLS VOW Participant, through the MLS VOW, with the Registrants name, valid e-mail address and, at the option of the MLS VOW Participant, other information; Mr. Beckham also previously co-managed an Index Event strategy at Alpine Global and started his career trading market microstructure arbitrage opportunities at proprietary shops such as Assent LLC. in Government. Over the course of his career, Mr. Sarkar has structured new facilities, led investments in asset backed platform companies, invested in the carve out of non-core businesses and both managed and invested in operational turnarounds. Prior to joining First Source in 1998, Mr. Cooper spent eleven years at Sanwa Business Credit Corporation ("SBCC") in Chicago. He was most recently at Point72 Asset Management where he was a discretionary macro research analyst and trader. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Christon joined Crestline in 2015 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Palmer began his career as a financial analyst with Houlihan Lokey Howard & Zukin. In addition to his investing experience, Mr. Williams provided restructuring and turnaround services to underperforming companies as a founding member of McKinsey & Companys RTS group and a nationally recognized restructuring boutique. Cason Beckham, CFA joined Crestline in 2021 and has over 15 years' experience in the investment industry and currently oversees tactical strategies for Crestline's Summit Equity Alpha Fund. Prior to joining Crestline, Ms. Naegeli worked for J.P. Morgan Chase in the Middle Market Banking and Specialized Industries Group and was responsible for underwriting senior debt facilities for clients in various industries. Steven List joined Crestline in March 2019. in Accounting from Texas Christian University and is a CPA. Prior to joining the firm, Mr. Marcincuk held roles in investigative financial due diligence for the large accounting firms since 1993. List has more than 25 years of expertise providing executive management, interim management, turnaround, and financial/restructuring advisory services. Mr. Thacker received a BS in Business Administration (Finance) from Villanova University and an MBA from Loyola College of Maryland. During his career, Mr. Mahajan gained substantial operating experience at Oblix, a technology firm and portfolio company of Kleiner Perkins and APAX Partners, which was acquired by Oracle. He heads operations for the Credit & Opportunistic Strategies platforms. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. He received a B.A. Prior to joining the Firm, Mr. Mack was an Investment Banking Analyst with Barclays Capital. Within the Fund Liquidity Solutions Group, Mr. Gabay is responsible for sourcing, underwriting, and managing transactions. Prior to joining the Firm, Mr. Palmer was Vice President for the Special Situations Group at Goldman Sachs where he evaluated potential investments ranging from senior debt to preferred equity and warrant investments. Mr. Gannon also spent 9 years at Mellons Global Corporate Banking Department as Vice President & Team Leader where he focused on leveraged finance transactions. Mr. Hodgdon has had extensive experience as a CEO and Director in leading multiple Life and Annuity insurance and reinsurance companies, and is recognized as an industry leader in the U.S. and International insurance markets. Welcome to our website. Up to 5 Craig Pope joined Crestline Investors in November of 2009. Mr. Norton holds an MBA from Cranfield School of Management, a BSc from Imperial College, London and began his professional career as a graduate engineer at Rolls-Royce plc. Previously, he was a Partner and Head of Business Development at Double Alpha Group, Inc. statistical arbitrage hedge fund and a Senior Vice President at Zurich Capital Markets, Inc. Mr. Viscusi holds a B.S. Daniel Schwarz, CPA, Associate Director, joined Crestline Investors in 2007and is a senior memeber of Crestlines Client Service team. Fax : 2850-4938. He received his BBA in Finance and Masters in Accounting at The University of Texas at Austin. Bud Kirchner, Senior Advisor and Portfolio Operating Partner, Mr. Kirchner joined Crestline in 2013 and is the Senior Advisor and Portfolio Operating PartnerMr. Ms. Roberts leads the Compliance Committee. Prior to Summits inception in 2015, he was the Head of Equity Strategies for Crestline Partners, the firms fund of hedge funds which grew to $4 BN AUM at its peak. Prior to joining Crestline, Mr. Semple was Vice President in the Special Situations Group for Goldman Sachs where he was responsible for originating, underwriting, executing and managing middle market debt and equity investment opportunities. Since 2017, Issam serves as an operating partner with Fund Liquidity Solutions providing support to investments in the ESG as well as the venture capital and fund restructuring areas. in Accounting and Finance and her M.S. Matt McCutchen, Director, Associate Portfolio Manager, Mr. McCutchen joined Crestline in 2011 as an Associate Director in the Opportunistic Strategies Group. A Bachelor of Science degree in Finance from Pennsylvania State University Laude a!, Issam was the Chief Operating Officer at Deephaven Capital Management where was... Client Service team at KPMG, Alvarez & Marsal and FTI Consulting Strategies Group with.., ms. 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