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ios, valuation and risk management Highlights Successfully closed 12 U.S. CLOs with a total transaction value of approximately $7.0 billion Led by Brett Klein, Head of U.S. Corporate Credit, and Donald Young, Senior Portfolio Manager, Institutional Credit Strategies, with significant and broad expertise in
alyst at Schroder Salomon Smith Barney. Mr. Clavel holds an M. in Accounting and Finance from the London School of Economics and Political Science. Tajinder Sidhu is a Managing Director and Head of European Private Investments for Och-Ziff. Prior to joining Och-Ziff in 2004, Mr. Sidhu was an Investment Banking
ms stress tests to assess performance under various economic outcomes JCS Investment Committee Investment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ On
nvestment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ Ongoing review of structure and market performance ■ Discussion of concentrations, spreads, exposure
Partners, Ltd. Mr. Kelly holds a B.B.A. in Finance and also holds an M.B.A. and a Ph.D. in Business Administration from the University of Georgia. Brett Klein is an Executive Managing Director and Head of U.S. Corporate Credit for Och-Ziff. Mr. Klein oversees performing and distressed credit investments in
yst at Schroder Salomon Smith Barney. Mr. Clavel holds an M.S. in Accounting and Finance from the London School of Economics and Political Science. Tajinder Sidhu is a Managing Director and Head of European Private Investments for Och-Ziff. Prior to joining Och-Ziff in 2004, Mr. Sidhu was an Investment Banking
ms stress tests to assess performance under various economic outcomes JCS Investment Committee Investment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ On
nvestment ■ U.S.: David Windreich Harold Kelly Brett Klein Donald Young ■ Europe: Brett Klein Donald Young Adeel Shafiqullah Mathieu Clavel Tajinder Sidhu ■ Approval required on all investments ■ Ongoing review of structure and market performance ■ Discussion of concentrations, spreads, exposure
Partners, Ltd. Mr. Kelly holds a B.B.A. in Finance and also holds an M.B.A. and a Ph.D. in Business Administration from the University of Georgia. Brett Klein is an Executive Managing Director and Head of U.S. Corporate Credit for Och-Ziff. Mr. Klein oversees performing and distressed credit investments in
yst at Schroder Salomon Smith Barney. Mr. Clavel holds an M.S. in Accounting and Finance from the London School of Economics and Political Science. Tajinder Sidhu is a Managing Director and Head of European Private Investments for Och-Ziff. Prior to joining Och-Ziff in 2004, Mr. Sidhu was an Investment Banking
Entities connected to both Brett Klein and Tajinder Sidhu
Donald Young
PERSON
Donald Trump
PERSONMathieu Clavel
PERSONU.S. Corporate Credit
ORGANIZATIONOCH-ZIFF
ORGANIZATIONHarold Kelly
PERSONEuropean Private Investments
ORGANIZATIONEuropean Corporate Credit
ORGANIZATIONShafiqullah
ORGANIZATIONFinancial/ Legal
ORGANIZATIONOZM's Board of Directors
ORGANIZATIONa Trustee of The Mount Sinai Medical Center
ORGANIZATIONCargill Financial Services Corporation
ORGANIZATIONEagle Capital Management
ORGANIZATIONMerrill Lynch International, Ltd.
ORGANIZATIONBuchanan Partners
ORGANIZATIONthe University of Georgia
ORGANIZATIONOctagon Credit Investors
ORGANIZATIONPrimus Asset Management, Inc.
ORGANIZATIONLafayette College
ORGANIZATION