董事介绍
注:董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Craig Jacobson | 男 | Independent Director | 68 | 10.00万美元 | 2.91 | 2020-12-18 |
| Richard G. Ruben | 男 | Independent Director | 65 | 10.00万美元 | 3.07 | 2020-12-18 |
| Bruce Zimmerman | 男 | Independent Director | 63 | 11.34万美元 | 1.53 | 2020-12-18 |
| Deborah Gero | 女 | Independent Director | 60 | 10.66万美元 | 未持股 | 2020-12-18 |
| John B. Frank | 男 | Director | 64 | 未披露 | 5.74 | 2020-12-18 |
高管介绍
注:高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Mel Carlisle | 男 | Chief Financial Officer and Treasurer | 52 | 未披露 | 0.30 | 2020-12-18 |
| Kimberly Larin | 女 | Chief Compliance Officer | 52 | 未披露 | 未持股 | 2020-12-18 |
| Armen Panossian | 男 | Chief Executive Officer and Chief Investment Officer | 44 | 未披露 | 未持股 | 2020-12-18 |
| Mathew Pendo | 男 | President and Chief Operating Officer | 57 | 未披露 | 0.97 | 2020-12-18 |
董事简历
中英对照 |  中文 |  英文- Craig Jacobson
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Craig Jacobson自2017年10月起担任董事会成员。Jacobson先生自2017年10月起也一直担任OCSL的董事会成员。Jacobson先生是Hansen,Jacobson,Teller,Hoberman,Newman,Warran,Richman,Rush,Kaller&Gellman LLP律师事务所的创始人和合伙人,在那里他从事媒体业务。Jacobson先生创立了New Form Digital,这是一家与Discovery Media和ITV Studios合作的企业,生产脚本简短的在线内容,他于2014年至2019年1月运营。此外,Jacobson先生创立并运营Whisper Advisors,这是一家精品投资银行和咨询公司。Jacobson先生在Expedia和Charter Communications的董事会任职。他担任提名委员会主席,是Expedia的审计和薪酬委员会成员,也是Charter Communications的提名委员会成员。Jacobson先生此前曾担任论坛媒体公司、Ticketmaster、Eventful和Aver Media的董事。Jacobson先生在乔治华盛顿大学法学院(George Washington University Law School)获得法学博士学位,并持有布朗大学(Brown University)的学士学位。
Craig Jacobson,has been a member of the Board since October 2017 and currently serves as chair of the Compensation Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Mr. Jacobson is a founder and partner with the law firm of Hansen, Jacobson, Teller, Hoberman, Newman, Warren, Richman, Rush, Kaller, Gellman, Meigs & Fox LLP where he practices in the area of media business. Mr. Jacobson founded New Form Digital, a venture with Discovery Media and ITV Studios which produces scripted short form online content, which he operated from 2014 to January 2019. In addition, Mr. Jacobson founded and operates Whisper Advisors, a boutique investment banking and advisory company. Mr. Jacobson serves on the Board of Directors of Expedia, where he chairs the Nominating Committee and is a member of the Audit and Compensation Committees. Mr. Jacobson has previously served as a director of OCSI, Charter Communications, Tribune Media Company, TicketMaster, Eventful and Aver Media. Mr. Jacobson received a J.D. from the George Washington University Law School and holds a B.A. from Brown University. - Craig Jacobson自2017年10月起担任董事会成员。Jacobson先生自2017年10月起也一直担任OCSL的董事会成员。Jacobson先生是Hansen,Jacobson,Teller,Hoberman,Newman,Warran,Richman,Rush,Kaller&Gellman LLP律师事务所的创始人和合伙人,在那里他从事媒体业务。Jacobson先生创立了New Form Digital,这是一家与Discovery Media和ITV Studios合作的企业,生产脚本简短的在线内容,他于2014年至2019年1月运营。此外,Jacobson先生创立并运营Whisper Advisors,这是一家精品投资银行和咨询公司。Jacobson先生在Expedia和Charter Communications的董事会任职。他担任提名委员会主席,是Expedia的审计和薪酬委员会成员,也是Charter Communications的提名委员会成员。Jacobson先生此前曾担任论坛媒体公司、Ticketmaster、Eventful和Aver Media的董事。Jacobson先生在乔治华盛顿大学法学院(George Washington University Law School)获得法学博士学位,并持有布朗大学(Brown University)的学士学位。
- Craig Jacobson,has been a member of the Board since October 2017 and currently serves as chair of the Compensation Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Mr. Jacobson is a founder and partner with the law firm of Hansen, Jacobson, Teller, Hoberman, Newman, Warren, Richman, Rush, Kaller, Gellman, Meigs & Fox LLP where he practices in the area of media business. Mr. Jacobson founded New Form Digital, a venture with Discovery Media and ITV Studios which produces scripted short form online content, which he operated from 2014 to January 2019. In addition, Mr. Jacobson founded and operates Whisper Advisors, a boutique investment banking and advisory company. Mr. Jacobson serves on the Board of Directors of Expedia, where he chairs the Nominating Committee and is a member of the Audit and Compensation Committees. Mr. Jacobson has previously served as a director of OCSI, Charter Communications, Tribune Media Company, TicketMaster, Eventful and Aver Media. Mr. Jacobson received a J.D. from the George Washington University Law School and holds a B.A. from Brown University.
- Richard G. Ruben
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RichardG.Ruben自2017年10月起担任董事会成员。Ruben先生自2017年10月起也一直担任OCSL的董事会成员。Ruben先生拥有超过25年的担任Ruben Companies首席执行官的经验。Ruben Companies在纽约、华盛顿特区和波士顿开发、管理和投资商业和住宅物业。Ruben先生还创立了Workspeed Holdings,LLC,该公司为物业管理工作流程开发基于互联网的应用程序。Mr.Ruben是Weill Cornell Medicine监督员的董事会成员,之前曾在Prep for Prep,National Building Museum和Horace Mann School的董事会任职。Ruben先生在纽约州共同退休基金(New York State Common Retirement Fund)的房地产咨询委员会任职五年。Ruben先生是Amherst College和Harvard Law School的毕业生。
Richard G. Ruben has been a member of the Board since October 2017. Mr. Ruben has also been a member of the board of directors of OCSL since October 2017. Mr. Ruben has over 25 years of experience as the Chief Executive Officer of Ruben Companies. Ruben Companies develops, manages and invests in commercial and residential properties in New York, Washington D.C. and Boston. Mr. Ruben also founded Workspeed Holdings, LLC, which developed internet-based applications for property management workflow. Mr. Ruben is a member of the Board of Overseers of Weill Cornell Medicine and has previously served on the boards of Prep for Prep, the National Building Museum and Horace Mann School. Mr. Ruben served for five years on the Real Estate Advisory Committee of the New York State Common Retirement Fund. Mr. Ruben is a graduate of Amherst College and Harvard Law School. - RichardG.Ruben自2017年10月起担任董事会成员。Ruben先生自2017年10月起也一直担任OCSL的董事会成员。Ruben先生拥有超过25年的担任Ruben Companies首席执行官的经验。Ruben Companies在纽约、华盛顿特区和波士顿开发、管理和投资商业和住宅物业。Ruben先生还创立了Workspeed Holdings,LLC,该公司为物业管理工作流程开发基于互联网的应用程序。Mr.Ruben是Weill Cornell Medicine监督员的董事会成员,之前曾在Prep for Prep,National Building Museum和Horace Mann School的董事会任职。Ruben先生在纽约州共同退休基金(New York State Common Retirement Fund)的房地产咨询委员会任职五年。Ruben先生是Amherst College和Harvard Law School的毕业生。
- Richard G. Ruben has been a member of the Board since October 2017. Mr. Ruben has also been a member of the board of directors of OCSL since October 2017. Mr. Ruben has over 25 years of experience as the Chief Executive Officer of Ruben Companies. Ruben Companies develops, manages and invests in commercial and residential properties in New York, Washington D.C. and Boston. Mr. Ruben also founded Workspeed Holdings, LLC, which developed internet-based applications for property management workflow. Mr. Ruben is a member of the Board of Overseers of Weill Cornell Medicine and has previously served on the boards of Prep for Prep, the National Building Museum and Horace Mann School. Mr. Ruben served for five years on the Real Estate Advisory Committee of the New York State Common Retirement Fund. Mr. Ruben is a graduate of Amherst College and Harvard Law School.
- Bruce Zimmerman
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Bruce Zimmerman自2017年10月起担任董事会成员。Zimmerman先生自2017年10月起也一直担任OCSL的董事会成员。齐默曼先生自2019年7月起担任达利欧家族办公室首席投资官,并于2007年至2016年担任德克萨斯大学投资管理公司“;Utimco”;的首席执行官兼首席投资官。Utimco是全球可自由支配大学资产的第二大投资者。在加入Utimco之前,Zimmerman先生是花旗集团(Citigroup)的首席投资官兼养老金投资全球主管。Zimmerman先生还曾担任花旗Alternative Investments的首席财务官和首席行政官,该公司将专有资本和客户资本投资于一系列对冲基金、私募股权、房地产和结构性信贷工具。任职Citigroup公司之前,Zimmerman曾任职Texas Commerce Bank/JP Morgan Chase公司13年,担任多种职务,包括并购投资银行、互联网和ATM零售管理、消费者营销和财务规划、战略和公司部门。Zimmerman先生曾担任综合电力公司Vistra EnergyCorp.的董事会和审计委员会成员,担任CommonFund的Vice Chairman of the Board,CommonFund是一家非营利的资产管理公司,作为Beneficient Management LLC(另类资产的服务提供商)的董事会成员,以及the Houston Endowment的投资委员会成员。Zimmerman先生之前是the B’;Nai B’;Rith Youth Organization的国际总裁。Zimmerman先生在哈佛商学院(Harvard Business School)获得工商管理硕士学位,并以优异成绩毕业于杜克大学(Duke University)。
Bruce Zimmerman,has been a member of the Board since October 2017 and currently serves as Oaktree Specialty Lending Corporation lead independent director, the chair of the Co-Investment Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Mr. Zimmerman has served as Investment Director at Tresalia since March 2024. Mr. Zimmerman previously served as Senior Advisor of Dalio Family Office from September 2023 to March 2024 and served as Chief Investment Officer from July 2019 to September 2023, and was the Chief Executive Officer and Chief Investment Officer of the University of Texas Investment Management Company ("UTIMCO") from 2007 until 2016. UTIMCO is the second largest investor of discretionary university assets worldwide. Before joining UTIMCO, Mr. Zimmerman was Chief Investment Officer and Global Head of Pension Investments at Citigroup. Mr. Zimmerman also served as Chief Financial Officer and Chief Administrative Officer of Citigroup Alternate Investments, which invests proprietary and client capital across a range of hedge fund, private equity, real estate and structured credit vehicles. Prior to his work at Citigroup, Mr. Zimmerman spent thirteen years at Texas Commerce Bank/JP Morgan Chase in a variety of capacities including Merger & Acquisition Investment Banking, Internet and ATM Retail Management, Consumer Marketing and Financial Planning, Strategy and Corporate Department. Mr. Zimmerman previously served as a director of OCSI, Vistra Energy Corp., an integrated power company, as Vice Chairman of the Board of Trustees for the CommonFund, a nonprofit asset management firm and on the Investment Committee for the Houston Endowment. Mr. Zimmerman was previously the International President of the B'nai B'rith Youth Organization. Mr. Zimmerman received an MBA from Harvard Business School and graduated Magna Cum Laude from Duke University. - Bruce Zimmerman自2017年10月起担任董事会成员。Zimmerman先生自2017年10月起也一直担任OCSL的董事会成员。齐默曼先生自2019年7月起担任达利欧家族办公室首席投资官,并于2007年至2016年担任德克萨斯大学投资管理公司“;Utimco”;的首席执行官兼首席投资官。Utimco是全球可自由支配大学资产的第二大投资者。在加入Utimco之前,Zimmerman先生是花旗集团(Citigroup)的首席投资官兼养老金投资全球主管。Zimmerman先生还曾担任花旗Alternative Investments的首席财务官和首席行政官,该公司将专有资本和客户资本投资于一系列对冲基金、私募股权、房地产和结构性信贷工具。任职Citigroup公司之前,Zimmerman曾任职Texas Commerce Bank/JP Morgan Chase公司13年,担任多种职务,包括并购投资银行、互联网和ATM零售管理、消费者营销和财务规划、战略和公司部门。Zimmerman先生曾担任综合电力公司Vistra EnergyCorp.的董事会和审计委员会成员,担任CommonFund的Vice Chairman of the Board,CommonFund是一家非营利的资产管理公司,作为Beneficient Management LLC(另类资产的服务提供商)的董事会成员,以及the Houston Endowment的投资委员会成员。Zimmerman先生之前是the B’;Nai B’;Rith Youth Organization的国际总裁。Zimmerman先生在哈佛商学院(Harvard Business School)获得工商管理硕士学位,并以优异成绩毕业于杜克大学(Duke University)。
- Bruce Zimmerman,has been a member of the Board since October 2017 and currently serves as Oaktree Specialty Lending Corporation lead independent director, the chair of the Co-Investment Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Mr. Zimmerman has served as Investment Director at Tresalia since March 2024. Mr. Zimmerman previously served as Senior Advisor of Dalio Family Office from September 2023 to March 2024 and served as Chief Investment Officer from July 2019 to September 2023, and was the Chief Executive Officer and Chief Investment Officer of the University of Texas Investment Management Company ("UTIMCO") from 2007 until 2016. UTIMCO is the second largest investor of discretionary university assets worldwide. Before joining UTIMCO, Mr. Zimmerman was Chief Investment Officer and Global Head of Pension Investments at Citigroup. Mr. Zimmerman also served as Chief Financial Officer and Chief Administrative Officer of Citigroup Alternate Investments, which invests proprietary and client capital across a range of hedge fund, private equity, real estate and structured credit vehicles. Prior to his work at Citigroup, Mr. Zimmerman spent thirteen years at Texas Commerce Bank/JP Morgan Chase in a variety of capacities including Merger & Acquisition Investment Banking, Internet and ATM Retail Management, Consumer Marketing and Financial Planning, Strategy and Corporate Department. Mr. Zimmerman previously served as a director of OCSI, Vistra Energy Corp., an integrated power company, as Vice Chairman of the Board of Trustees for the CommonFund, a nonprofit asset management firm and on the Investment Committee for the Houston Endowment. Mr. Zimmerman was previously the International President of the B'nai B'rith Youth Organization. Mr. Zimmerman received an MBA from Harvard Business School and graduated Magna Cum Laude from Duke University.
- Deborah Gero
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Deborah Gero自2019年3月起担任董事会成员。Gero女士自2019年3月起也一直担任OCSL的董事会成员,自2019年9月起担任OSI II的董事会成员。Gero女士曾在AIG担任多个职位,包括担任AIG Asset Management的高级董事总经理兼副首席投资官,2012年至2018年,她负责为约3000亿美元的保险公司投资组合制定公司的投资策略。她于2009年加入AIG,并担任生活和退休部门的首席风险官,直到2012年。在加入AIG之前,Gero女士从2003年到2009年是一名顾问,专注于抵押债务证券投资管理和保险公司的投资。在担任顾问之前,Gero女士在AIG及其前身实体工作了八年,担任各种职务,包括30亿美元抵押债务证券组合的投资组合经理和公司精算师。之前的经验包括在Conseco,Inc.,Tillinghast/Towers-Perrin和Pacific Mutual Life Insurance Company担任多个精算和资产/负债管理职位。Gero女士目前担任Newport Re,Ltd.和Brentwood艺术中心之友的董事,并担任United Way of Greater Los Angeles的投资委员会成员。Gero女士此前曾担任Aurora National Life Insurance Company和New California Life Holdings,以及AIG的几家保险和资产管理子公司的董事。Gero女士在圣母大学(University of Notre Dame)获得数学学士学位。她是CFA特许持有人、精算师协会(Society of Actuaries)研究员和美国精算师学会(American Academy of Actuaries)成员。
Deborah Gero,has been a member of the Board since March 2019 and currently serves as chair of the Audit Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Ms. Gero has also been a member of the board of trustees of OSCF since December 2021. Ms. Gero has held various positions with AIG, including as a Senior Managing Director and Deputy Chief Investment Officer of AIG Asset Management, where she was responsible for developing the firm's investment strategy for approximately $300 billion of insurance company portfolios from 2012 to 2018. She joined AIG in 2009 and served as Chief Risk Officer for the Life and Retirement division until 2012. Before joining AIG, Ms. Gero was a consultant from 2003 to 2009, focusing on collateralized debt obligation investment management and investments in insurance companies. Prior to her work as a consultant, Ms. Gero spent eight years at AIG and its predecessor entities in a variety of capacities including Portfolio Manager of a $3 billion collateralized debt obligation portfolio and Corporate Actuary. Previous experiences include numerous actuarial and asset/liability management roles at Conseco, Inc., Tillinghast/Towers-Perrin and Pacific Mutual Life Insurance Company. Ms. Gero currently serves as a director of Resolution Re, Ltd. and The Friends of the Brentwood Art Center and as a member of the Investment Committee of United Way of Greater Los Angeles. Ms. Gero has previously served as a director of OCSI, OSI2, Newport Re, Ltd., Aurora National Life Insurance Company and New California Life Holdings, as well as several insurance and asset management subsidiaries of AIG. Ms. Gero received a B.A. degree in mathematics from the University of Notre Dame. She is a CFA charterholder, a fellow in the Society of Actuaries and a member of the American Academy of Actuaries. - Deborah Gero自2019年3月起担任董事会成员。Gero女士自2019年3月起也一直担任OCSL的董事会成员,自2019年9月起担任OSI II的董事会成员。Gero女士曾在AIG担任多个职位,包括担任AIG Asset Management的高级董事总经理兼副首席投资官,2012年至2018年,她负责为约3000亿美元的保险公司投资组合制定公司的投资策略。她于2009年加入AIG,并担任生活和退休部门的首席风险官,直到2012年。在加入AIG之前,Gero女士从2003年到2009年是一名顾问,专注于抵押债务证券投资管理和保险公司的投资。在担任顾问之前,Gero女士在AIG及其前身实体工作了八年,担任各种职务,包括30亿美元抵押债务证券组合的投资组合经理和公司精算师。之前的经验包括在Conseco,Inc.,Tillinghast/Towers-Perrin和Pacific Mutual Life Insurance Company担任多个精算和资产/负债管理职位。Gero女士目前担任Newport Re,Ltd.和Brentwood艺术中心之友的董事,并担任United Way of Greater Los Angeles的投资委员会成员。Gero女士此前曾担任Aurora National Life Insurance Company和New California Life Holdings,以及AIG的几家保险和资产管理子公司的董事。Gero女士在圣母大学(University of Notre Dame)获得数学学士学位。她是CFA特许持有人、精算师协会(Society of Actuaries)研究员和美国精算师学会(American Academy of Actuaries)成员。
- Deborah Gero,has been a member of the Board since March 2019 and currently serves as chair of the Audit Committee and a member of each of Oaktree Specialty Lending Corporation other Board committees. Ms. Gero has also been a member of the board of trustees of OSCF since December 2021. Ms. Gero has held various positions with AIG, including as a Senior Managing Director and Deputy Chief Investment Officer of AIG Asset Management, where she was responsible for developing the firm's investment strategy for approximately $300 billion of insurance company portfolios from 2012 to 2018. She joined AIG in 2009 and served as Chief Risk Officer for the Life and Retirement division until 2012. Before joining AIG, Ms. Gero was a consultant from 2003 to 2009, focusing on collateralized debt obligation investment management and investments in insurance companies. Prior to her work as a consultant, Ms. Gero spent eight years at AIG and its predecessor entities in a variety of capacities including Portfolio Manager of a $3 billion collateralized debt obligation portfolio and Corporate Actuary. Previous experiences include numerous actuarial and asset/liability management roles at Conseco, Inc., Tillinghast/Towers-Perrin and Pacific Mutual Life Insurance Company. Ms. Gero currently serves as a director of Resolution Re, Ltd. and The Friends of the Brentwood Art Center and as a member of the Investment Committee of United Way of Greater Los Angeles. Ms. Gero has previously served as a director of OCSI, OSI2, Newport Re, Ltd., Aurora National Life Insurance Company and New California Life Holdings, as well as several insurance and asset management subsidiaries of AIG. Ms. Gero received a B.A. degree in mathematics from the University of Notre Dame. She is a CFA charterholder, a fellow in the Society of Actuaries and a member of the American Academy of Actuaries.
- John B. Frank
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John B. Frank,Oaktree Capital Group, LLC(“Oaktree Capital”),全球投资管理公司。副董事长(2014年至今);董事(自2007年起)和执行委员会成员。管理校长(2005-2014);总法律顾问(2001-2005)。Munger, Tolles & Olson LLP,一家领先的律师事务所。
John B. Frank,has been a member of the Board since October 2017 and currently serves as a member of the Co-Investment Committee. Mr. Frank has been Oaktree's Vice Chairman since 2014 and has served on the board of directors of OCG since 2007. Prior to holding this position, Mr. Frank served as Oaktree's Managing Principal from 2006 to 2014 and served as Oaktree's General Counsel from 2001 to 2006. As Managing Principal of Oaktree, Mr. Frank was the firm's principal executive officer and was responsible for all aspects of the firm's management. Prior to joining Oaktree, Mr. Frank was a partner of the law firm Munger, Tolles & Olson LLP, where he managed a number of notable mergers and acquisitions transactions. While at that firm, he served as primary outside counsel to public and privately-held corporations and as special counsel to various boards of directors and special board committees. Prior to joining Munger, Tolles & Olson LLP in 1984, Mr. Frank served as a law clerk to the Honorable Frank M. Coffin of the United States Court of Appeals for the First Circuit. He is a member of the State Bar of California and, while in private practice, was listed in Woodward & White's Best Lawyers in America. Mr. Frank is a member of the Board of Directors of Chevron Corporation, ADRx, Inc., Daily Journal Corporation and Oaktree Acquisition Corp. III Life Sciences, and is a Trustee of the XPRIZE Foundation, The James Irvine Foundation and the John Randolph Haynes and Dora Haynes Foundation. Mr. Frank previously served on the Board of Directors of OCSI, Oaktree Acquisition Corp., Oaktree Acquisition Corp. II, and Oaktree Acquisition Corp. III and as a Trustee of Wesleyan University. Mr. Frank holds a B.A. with honors from Wesleyan University and a J.D. magna cum laude from the University of Michigan Law School where he was Managing Editor of the Michigan Law Review and a member of the Order of the Coif. - John B. Frank,Oaktree Capital Group, LLC(“Oaktree Capital”),全球投资管理公司。副董事长(2014年至今);董事(自2007年起)和执行委员会成员。管理校长(2005-2014);总法律顾问(2001-2005)。Munger, Tolles & Olson LLP,一家领先的律师事务所。
- John B. Frank,has been a member of the Board since October 2017 and currently serves as a member of the Co-Investment Committee. Mr. Frank has been Oaktree's Vice Chairman since 2014 and has served on the board of directors of OCG since 2007. Prior to holding this position, Mr. Frank served as Oaktree's Managing Principal from 2006 to 2014 and served as Oaktree's General Counsel from 2001 to 2006. As Managing Principal of Oaktree, Mr. Frank was the firm's principal executive officer and was responsible for all aspects of the firm's management. Prior to joining Oaktree, Mr. Frank was a partner of the law firm Munger, Tolles & Olson LLP, where he managed a number of notable mergers and acquisitions transactions. While at that firm, he served as primary outside counsel to public and privately-held corporations and as special counsel to various boards of directors and special board committees. Prior to joining Munger, Tolles & Olson LLP in 1984, Mr. Frank served as a law clerk to the Honorable Frank M. Coffin of the United States Court of Appeals for the First Circuit. He is a member of the State Bar of California and, while in private practice, was listed in Woodward & White's Best Lawyers in America. Mr. Frank is a member of the Board of Directors of Chevron Corporation, ADRx, Inc., Daily Journal Corporation and Oaktree Acquisition Corp. III Life Sciences, and is a Trustee of the XPRIZE Foundation, The James Irvine Foundation and the John Randolph Haynes and Dora Haynes Foundation. Mr. Frank previously served on the Board of Directors of OCSI, Oaktree Acquisition Corp., Oaktree Acquisition Corp. II, and Oaktree Acquisition Corp. III and as a Trustee of Wesleyan University. Mr. Frank holds a B.A. with honors from Wesleyan University and a J.D. magna cum laude from the University of Michigan Law School where he was Managing Editor of the Michigan Law Review and a member of the Order of the Coif.
高管简历
中英对照 |  中文 |  英文- Mel Carlisle
Mel Carlisle自2017年10月起担任我们的首席财务官,自2017年11月起担任我们的财务主管。他还自2017年10月起担任OCSL首席财务官,自2017年11月起担任OCSL财务主管,自2018年7月起担任OSI II首席财务官兼财务主管。Carlisle先生自2006年以来一直担任OCM封闭式基金会计集团的常务董事兼不良债务基金会计团队负责人。他于1995年加入OCM公司。在此之前,Carlisle先生是TCW Group,Inc.客户和基金报告部的经理。此前,他曾受雇于Price Waterhouse’;s洛杉矶办事处的金融服务集团。Carlisle先生在克莱蒙特麦肯纳学院(Claremont McKenna College)获得经济学与会计学学士学位。他是一名不活跃的注册会计师。
Mel Carlisle has served as our Chief Financial Officer since October 2017 and as our Treasurer since November 2017. He has also served as Chief Financial Officer of OCSL since October 2017 as Treasurer of OCSL since November 2017 and as Chief Financial Officer and Treasurer of OSI II since July 2018. Mr. Carlisle has been a Managing Director and Head of the Distressed Debt fund accounting team within the Closed-end Funds accounting group at OCM since 2006. He joined OCM in 1995. Prior thereto, Mr. Carlisle was a manager in the Client and Fund Reporting Department of The TCW Group, Inc. Previously, he was employed in the Financial Services Group in Price Waterhouse’s Los Angeles office. Mr. Carlisle received a B.A. degree in economics and accounting from Claremont McKenna College. He is a Certified Public Accountant inactive.- Mel Carlisle自2017年10月起担任我们的首席财务官,自2017年11月起担任我们的财务主管。他还自2017年10月起担任OCSL首席财务官,自2017年11月起担任OCSL财务主管,自2018年7月起担任OSI II首席财务官兼财务主管。Carlisle先生自2006年以来一直担任OCM封闭式基金会计集团的常务董事兼不良债务基金会计团队负责人。他于1995年加入OCM公司。在此之前,Carlisle先生是TCW Group,Inc.客户和基金报告部的经理。此前,他曾受雇于Price Waterhouse’;s洛杉矶办事处的金融服务集团。Carlisle先生在克莱蒙特麦肯纳学院(Claremont McKenna College)获得经济学与会计学学士学位。他是一名不活跃的注册会计师。
- Mel Carlisle has served as our Chief Financial Officer since October 2017 and as our Treasurer since November 2017. He has also served as Chief Financial Officer of OCSL since October 2017 as Treasurer of OCSL since November 2017 and as Chief Financial Officer and Treasurer of OSI II since July 2018. Mr. Carlisle has been a Managing Director and Head of the Distressed Debt fund accounting team within the Closed-end Funds accounting group at OCM since 2006. He joined OCM in 1995. Prior thereto, Mr. Carlisle was a manager in the Client and Fund Reporting Department of The TCW Group, Inc. Previously, he was employed in the Financial Services Group in Price Waterhouse’s Los Angeles office. Mr. Carlisle received a B.A. degree in economics and accounting from Claremont McKenna College. He is a Certified Public Accountant inactive.
- Kimberly Larin
Kimberly Larin于2017年10月成为我们的首席合规官。她于2017年10月成为OCSL的首席合规官,并于2018年7月成为OSI II的首席合规官,目前担任董事总经理在2002年加入OCM之前,Larin女士在Western Asset Management Company担任了6年的合规官。Larin女士在俄克拉荷马州立大学(Oklahoma State University)获得工商管理B.S.学位,重点是市场营销。
Kimberly Larin became our Chief Compliance Officer in October 2017. She also became Chief Compliance Officer of OCSL in October 2017 and of OSI II in July 2018 and currently serves as a Managing Director and Deputy Chief Compliance Officer for OCM Prior to joining OCM in 2002 Ms. Larin spent six years at Western Asset Management Company as a compliance officer. Ms. Larin received a B.S. degree in business administration with an emphasis in marketing from Oklahoma State University.- Kimberly Larin于2017年10月成为我们的首席合规官。她于2017年10月成为OCSL的首席合规官,并于2018年7月成为OSI II的首席合规官,目前担任董事总经理在2002年加入OCM之前,Larin女士在Western Asset Management Company担任了6年的合规官。Larin女士在俄克拉荷马州立大学(Oklahoma State University)获得工商管理B.S.学位,重点是市场营销。
- Kimberly Larin became our Chief Compliance Officer in October 2017. She also became Chief Compliance Officer of OCSL in October 2017 and of OSI II in July 2018 and currently serves as a Managing Director and Deputy Chief Compliance Officer for OCM Prior to joining OCM in 2002 Ms. Larin spent six years at Western Asset Management Company as a compliance officer. Ms. Larin received a B.S. degree in business administration with an emphasis in marketing from Oklahoma State University.
- Armen Panossian
Armen Panossian自2019年9月起担任我们的首席执行官兼首席投资官。Panossian先生自2019年9月起还担任OCSL的首席执行官和首席投资官,自2019年9月起担任OSI II的董事长,首席执行官和首席投资官。Panossian先生担任OCM的常务董事兼流动信贷主管,以及OCM’;S.美国高级贷款策略的投资组合经理。他还监管OCM&8217;s结构性信贷,美国,欧洲和全球高收益债券,欧洲高级贷款以及美国,非美国和高收入可转换债券策略。Panossian先生于2014年1月加入OCM’;S.美国高级贷款团队,承担共同投资组合管理职责,并领导OCM’;S CLO业务的发展。Panossian先生于2007年加入OCM,担任其不良债务投资团队的高级成员。
Armen Panossian,has served as Chief Executive Officer of the Company since September 2019, Chief Investment Officer from September 2019 to November 2024 and Co-Chief Investment Officer of the Company since November 2024. Mr. Panossian has served as the Chairman and Chief Executive Officer of OSCF and OLPG since December 2021 and February 2023, respectively, and as Co-Chief Investment Officer of each since November 2024. Mr. Panossian served as Chief Investment Officer of OSCF and OLPG from December 2021 and February 2023, respectively, to November 2024. Mr. Panossian also served as Chief Executive Officer and Chief Investment Officer of OCSI and OSI2 from September 2019 to March 2021 and from September 2019 to January 2023, respectively. Mr. Panossian is Co-Chief Executive Officer of Oaktree and Oaktree's Head of Performing Credit where his responsibilities include oversight of the firm's performing credit activities including the senior loan, high yield bond, private credit, convertibles, structured credit and emerging markets debt strategies. He also serves as a portfolio manager within the Global Private Debt and Global Credit strategies. Mr. Panossian joined Oaktree's in 2007 as a senior member of its Global Opportunities group. In January 2014, he joined the U.S. Senior Loan team to assume co-portfolio management responsibilities and lead the development of Oaktree's CLO business. Mr. Panossian joined Oaktree from Pequot Capital Management, where he worked on their distressed debt strategy. Mr. Panossian received a B.A. degree in economics with honors and distinction from Stanford University, where he was elected to Phi Beta Kappa. Mr. Panossian then went on to receive an M.S. degree in health services research from Stanford Medical School and J.D. and M.B.A. degrees from Harvard Law School and Harvard Business School. Mr. Panossian serves on the Advisory Board of the Stanford Institute for Economic Policy Research. He is a member of the State Bar of California.- Armen Panossian自2019年9月起担任我们的首席执行官兼首席投资官。Panossian先生自2019年9月起还担任OCSL的首席执行官和首席投资官,自2019年9月起担任OSI II的董事长,首席执行官和首席投资官。Panossian先生担任OCM的常务董事兼流动信贷主管,以及OCM’;S.美国高级贷款策略的投资组合经理。他还监管OCM&8217;s结构性信贷,美国,欧洲和全球高收益债券,欧洲高级贷款以及美国,非美国和高收入可转换债券策略。Panossian先生于2014年1月加入OCM’;S.美国高级贷款团队,承担共同投资组合管理职责,并领导OCM’;S CLO业务的发展。Panossian先生于2007年加入OCM,担任其不良债务投资团队的高级成员。
- Armen Panossian,has served as Chief Executive Officer of the Company since September 2019, Chief Investment Officer from September 2019 to November 2024 and Co-Chief Investment Officer of the Company since November 2024. Mr. Panossian has served as the Chairman and Chief Executive Officer of OSCF and OLPG since December 2021 and February 2023, respectively, and as Co-Chief Investment Officer of each since November 2024. Mr. Panossian served as Chief Investment Officer of OSCF and OLPG from December 2021 and February 2023, respectively, to November 2024. Mr. Panossian also served as Chief Executive Officer and Chief Investment Officer of OCSI and OSI2 from September 2019 to March 2021 and from September 2019 to January 2023, respectively. Mr. Panossian is Co-Chief Executive Officer of Oaktree and Oaktree's Head of Performing Credit where his responsibilities include oversight of the firm's performing credit activities including the senior loan, high yield bond, private credit, convertibles, structured credit and emerging markets debt strategies. He also serves as a portfolio manager within the Global Private Debt and Global Credit strategies. Mr. Panossian joined Oaktree's in 2007 as a senior member of its Global Opportunities group. In January 2014, he joined the U.S. Senior Loan team to assume co-portfolio management responsibilities and lead the development of Oaktree's CLO business. Mr. Panossian joined Oaktree from Pequot Capital Management, where he worked on their distressed debt strategy. Mr. Panossian received a B.A. degree in economics with honors and distinction from Stanford University, where he was elected to Phi Beta Kappa. Mr. Panossian then went on to receive an M.S. degree in health services research from Stanford Medical School and J.D. and M.B.A. degrees from Harvard Law School and Harvard Business School. Mr. Panossian serves on the Advisory Board of the Stanford Institute for Economic Policy Research. He is a member of the State Bar of California.
- Mathew Pendo
Mathew Pendo,自2024年7月起担任Oaktree Acquisition Corp. III生命科学首席运营官。Pendo先生目前担任Oaktree的董事总经理、企业发展和资本市场主管以及以下Oaktree管理的业务发展公司的总裁:Oaktree Specialty Lending Corporation和Oaktree Strategic信贷基金。Pendo先生于2015年加入Oaktree。Pendo先生此前曾担任Oaktree Acquisition Corp. II的首席运营官,直至其与Alvotech Holdings S.A.的业务合并,并担任Oaktree Acquisition Corp.的首席运营官,直至其与HIMS,Inc.的业务合并。他此前的经历包括担任美国财政部问题资产救助计划(TARP)的首席投资官,并于2013年在该计划中荣获杰出服务奖。Pendo先生的职业生涯始于美林证券,在那里他工作了18年,从他们的投资银行部门开始,后来成为科技行业集团的董事总经理。随后,Pendo先生担任巴克莱银行资本的董事总经理,先是担任美国投资银行业务的联席主管,然后是全球工业集团的联席主管。他以优异成绩获得普林斯顿大学经济学学士学位,并且是Ally金融、Keypath Education,Inc.、New IPT Holdings,LLC和SuperValue Inc.的前任董事会成员。
Mathew Pendo,has served as President of the Company since August 2019. Mr. Pendo has served as President of OSCF and OLPG since December 2021 and February 2023, respectively. Mr. Pendo also currently serves as Managing Director, Head of Corporate Development and Capital Markets for Oaktree, which he joined in 2015, and as Chief Operating Officer of Oaktree Acquisition Corp. III Life Sciences since July 2024. Mr. Pendo previously served as Chief Operating Officer of the Company from October 2017 to January 2022, as Chief Operating Officer and President of OCSI from October 2017 and August 2019, respectively, until March 2021, as Chief Operating Officer of OSI2 from July 2018 until December 2021, as President of OSI2 from August 2019 until January 2023 and as Chief Operating Officer of Oaktree Acquisition Corp. II. from August 2020 until June 2022.Prior to joining Oaktree in 2015, Mr. Pendo was at the investment banking boutique of Sandler O'Neill Partners, where he was a managing director focused on the financial services industry. Prior thereto, Mr. Pendo was the chief investment officer of TARP, where he was honored with the Distinguished Service Award. There, he built and managed a team of 20 professionals overseeing the Treasury's $200 billion TARP investment activities across multiple industries including AIG, GM and the banks, and all levels of the capital structure. Mr. Pendo began his career at Merrill Lynch, where he spent 18 years, starting in their investment banking division before becoming managing director of the technology industry group. Subsequently, Mr. Pendo was a managing director at Barclays Capital, first serving as co-head of U.S. Investment Banking and then co-head of Global Industrials group. Mr. Pendo currently serves as a member of the Board of directors of 17 Capital and previously served as a member of the Board of Directors of Keypath Education, Inc., New IPT Holdings, LLC and SuperValu Inc. He received a bachelor's degree in economics from Princeton University, cum laude.- Mathew Pendo,自2024年7月起担任Oaktree Acquisition Corp. III生命科学首席运营官。Pendo先生目前担任Oaktree的董事总经理、企业发展和资本市场主管以及以下Oaktree管理的业务发展公司的总裁:Oaktree Specialty Lending Corporation和Oaktree Strategic信贷基金。Pendo先生于2015年加入Oaktree。Pendo先生此前曾担任Oaktree Acquisition Corp. II的首席运营官,直至其与Alvotech Holdings S.A.的业务合并,并担任Oaktree Acquisition Corp.的首席运营官,直至其与HIMS,Inc.的业务合并。他此前的经历包括担任美国财政部问题资产救助计划(TARP)的首席投资官,并于2013年在该计划中荣获杰出服务奖。Pendo先生的职业生涯始于美林证券,在那里他工作了18年,从他们的投资银行部门开始,后来成为科技行业集团的董事总经理。随后,Pendo先生担任巴克莱银行资本的董事总经理,先是担任美国投资银行业务的联席主管,然后是全球工业集团的联席主管。他以优异成绩获得普林斯顿大学经济学学士学位,并且是Ally金融、Keypath Education,Inc.、New IPT Holdings,LLC和SuperValue Inc.的前任董事会成员。
- Mathew Pendo,has served as President of the Company since August 2019. Mr. Pendo has served as President of OSCF and OLPG since December 2021 and February 2023, respectively. Mr. Pendo also currently serves as Managing Director, Head of Corporate Development and Capital Markets for Oaktree, which he joined in 2015, and as Chief Operating Officer of Oaktree Acquisition Corp. III Life Sciences since July 2024. Mr. Pendo previously served as Chief Operating Officer of the Company from October 2017 to January 2022, as Chief Operating Officer and President of OCSI from October 2017 and August 2019, respectively, until March 2021, as Chief Operating Officer of OSI2 from July 2018 until December 2021, as President of OSI2 from August 2019 until January 2023 and as Chief Operating Officer of Oaktree Acquisition Corp. II. from August 2020 until June 2022.Prior to joining Oaktree in 2015, Mr. Pendo was at the investment banking boutique of Sandler O'Neill Partners, where he was a managing director focused on the financial services industry. Prior thereto, Mr. Pendo was the chief investment officer of TARP, where he was honored with the Distinguished Service Award. There, he built and managed a team of 20 professionals overseeing the Treasury's $200 billion TARP investment activities across multiple industries including AIG, GM and the banks, and all levels of the capital structure. Mr. Pendo began his career at Merrill Lynch, where he spent 18 years, starting in their investment banking division before becoming managing director of the technology industry group. Subsequently, Mr. Pendo was a managing director at Barclays Capital, first serving as co-head of U.S. Investment Banking and then co-head of Global Industrials group. Mr. Pendo currently serves as a member of the Board of directors of 17 Capital and previously served as a member of the Board of Directors of Keypath Education, Inc., New IPT Holdings, LLC and SuperValu Inc. He received a bachelor's degree in economics from Princeton University, cum laude.