White Oak Global Advisors

Founder and Managing Partner since 2007 with extensive experience in alternative fixed income and real estate investing. Previously founded Alpine Global and Suisse Global Investments, focusing on multi-strategy investment management and developing customized strategies for institutional clients across 30 countries.

Partner and portfolio manager since 2007 with expertise in debt structuring and implementation. Founded member of KKR Financial LLC and previously served as Senior Counsel at Wells Fargo, Deutsche Bank, and major law firms handling structured finance and bankruptcy matters.

Partner and President overseeing investment origination and structuring for private debt funds. Brings 15+ years of experience from Goldman Sachs leveraged finance, Microsoft business development, and Telephia consulting roles focused on competitive positioning and strategic growth.

President of Finacity managing deal execution since 2013. Led structuring and placement of over 50 financing facilities totaling $15 billion across diverse industries including shipping, technology, healthcare, and utilities.

Managing Director since 2017 with over 20 years of middle-market investing experience. Founded Consortium Finance and previously worked at D.E. Shaw managing direct debt and equity portfolios across industries.

Managing Director leading impact-focused investments generating attractive risk-adjusted returns with social and environmental benefit. Spent 20 years in private equity and structured debt, with the last decade exclusively focused on impact investing at New Island Capital.

Executive Vice President and Chief Operating Officer of Finacity with over 35 years in financial management and credit operations. Previously managed global credit operations at Georgia-Pacific overseeing $26 billion in accounts receivable.

Chief Lending Officer with 36 years of expertise in debt and equity investing, financial restructuring, and risk management. Previously served as Chief Investment Officer at Mubadala GE Capital with a $6 billion portfolio, and held multiple senior roles at GE Capital and Bank of America.

CEO of White Oak Commercial Finance and Head of European operations. Previously held leadership positions at Presidential Financial Corporation, GE Capital, and founded TKO Finance Group, managing middle-market lending and special situations.

Managing Director responsible for originating and underwriting new investment opportunities. Brings nearly 20 years of banking and commercial finance experience including roles at Wells Fargo Capital Finance, Golub Capital, and other lenders.

Managing Director with 30+ years of experience in strategy, treasury, finance and operations. Previously Chief Financial Officer at Melody Capital Partners overseeing tax structuring, accounting, and asset servicing for private equity and direct lending funds.

Investment executive with 20+ years in risk management, investment structuring, and private markets. Previously Managing Director at Caisse de dépôt et placement du Québec leading investment structuring and managing external private credit managers.

Head of Underwriting with 20 years of private credit experience focused on cash flow and asset-based lending to middle-market borrowers. Previously structured special situation investments at Origami Capital Partners and led distressed debt opportunities at Neuberger Berman.

Managing Director on Client Solutions team focused on investor accounts and insurance industry product development. Spent majority of career in insurance industry at Blue Cross and Blue Shield managing investment strategies for corporate and retirement plans.

Managing Director handling new business development and client servicing. Previously served as Director of Business Development at Metacapital Management and Force Capital focusing on client relationships and growth.

Managing Director responsible for new business development. Previously managed marketing for SBIC mezzanine and direct lending strategies at Southfield Capital and FrontPoint Partners, with prior work at major advertising agencies.

Manages complex situations and credits for private debt funds. Previously served at McNamee Lawrence & Company, a boutique investment bank focused on structured finance transactions.

Chief Compliance Officer overseeing legal and compliance matters. Previously served as Compliance Officer at Brookfield Asset Management and worked on SEC investigations and FINRA compliance matters in corporate litigation.

CFO responsible for accounting and operational functions of firm funds and managed accounts. Joined in 2011 with over 20 years in financial services including roles at hedge fund service providers and large corporations.

Global Head of HR with over 20 years in human resources and finance across various industries. Previously Senior Director of HR at Algolia and held leadership roles at Alcatel-Lucent in Europe and the US.