White Oak Global Advisors

Joined White Oak in 2008, became Partner in 2010 and President, overseeing investment teams that originate and structure transactions for the firm's private debt funds. Formerly at Goldman Sachs, Telephia (Nielsen) and Microsoft.

Co-portfolio manager and Investment Committee member since 2007. Previously helped found KKR Financial and held senior legal roles at Wells Fargo, Deutsche Bank, Skadden Arps and Sidley Austin.

Managing Director and Partner of the White Oak Impact Fund focused on financings generating social and environmental benefit. Previously Head of Private Equity at New Island Capital.

Managing Principal of White Oak Real Estate Capital responsible for strategy, originations and management of the commercial real estate lending platform. Previously Head of Real Estate Investments at Melody Capital Partners.

Founder and Chairman of Finacity Corporation with over 35 years in asset-backed securitization. Formerly Managing Director at Smith Barney and Prudential Securities.

Managing Director of Origination responsible for originating and underwriting investments for White Oak's private debt funds. Joined in 2014 from Wells Fargo Capital Finance.

Managing Director for Strategy & Finance with over 30 years in strategy, treasury and operations. Formerly CFO at Melody Capital Partners and Plainfield Asset Management.

Structured finance executive who was previously SVP and Co-Head of the Structured Finance Group at Sector Financial and a Managing Director at Capital One and Jefferies.

CFO of Funds managing accounting and operations for the firm's funds and separately managed accounts. Joined in 2011 after roles at P. Schoenfeld Asset Management, Citi Hedge Fund Services and Panasonic.

Global Head of HR based in Miami with over 20 years of HR and finance experience. Previously Sr. Director of HR at Algolia and 15 years at Alcatel-Lucent.

Investment executive with over 20 years in risk management and investment structuring. Most recently Managing Director at Caisse de dépôt et placement du Québec leading investment structuring.

CFO of White Oak Healthcare Finance with 23 years in commercial finance. Previously CFO at Capital One's commercial verticals and Director of Treasury & Risk at CapitalSource Finance.

President of Finacity leading deal execution since 2013. Has arranged over 50 financing facilities totaling over $15 billion across many industries.

CEO of White Oak U.K. with 30 years of banking experience, having led various BNP Paribas subsidiaries focused on commercial finance and lending.

Head of Underwriting since 2015 with 20 years of private credit experience across cash flow and asset-based lending. Formerly at Origami Capital Partners and Neuberger Berman's distressed debt platform.

Managing Director since 2017 focused on middle-market investing. Founded Consortium Finance and previously worked at D. E. Shaw and Banc of America Mezzanine Capital.

Head of Factoring for White Oak Commercial Finance with experience in textiles, apparel and furniture. Previously Partner and SVP at Milberg Factors.

Managing Director on the Client Solutions team responsible for key investor accounts and insurance-industry asset management products. Previously at Aware Asset Management and Blue Cross Blue Shield of Minnesota.

Responsible for Finacity's operations and chairs its Credit Committee. Previously VP of Global Credit Operations at Georgia-Pacific with over 35 years of financial management experience.

CEO of White Oak Healthcare Finance and former investment banker at UBS. Previously a senior advisor to Ares.

Senior Advisor to White Oak Merchant Partners and former U.S. Ambassador Designate to Panama and World Bank board director. Previously a Managing Director at Franklin Templeton Investments.

Head of Capital Markets responsible for structuring and underwriting investments for the firm's private debt fund. Joined in 2021 from Wells Fargo Capital Finance.

Director of Sales for White Oak U.K. since 2018, overseeing the sales function and product development. Previously held the same role at LDF Group, acquired by White Oak in 2018.

CFO of White Oak Commercial Finance managing finance and accounting. Previously CFO of specialty retailer Levenger Company with over two decades of C-level retail and media experience.

Chairman and Manager of White Oak Aviation with over 35 years in aircraft and engine leasing. Former CEO of Aergen Management Services and DAE Capital.

Managing Director and Portfolio Manager for White Oak ABL serving the Australasian client base. Founder and Executive Chairman of Recon Finance with 25 years of investment banking experience.

Managing Director of White Oak Equipment Finance with about 30 years in equipment leasing and leveraged finance. Previously at Heller Financial, RBS Asset Finance and NXT Capital.

Head of Underwriting for White Oak Commercial Finance leading underwriting for asset-based and factoring facilities. Previously a director and senior underwriter at Wells Fargo Capital Finance.

Head of Portfolio for White Oak Commercial Finance with 25 years of asset-based lending experience. Previously EVP Northeast Regional Portfolio Manager and COO at PNC Business Credit.

Managing Director of Client Solutions handling new business development and client servicing. Previously Director of Business Development at Metacapital Management.

Managing Director of Client Solutions responsible for new business development. Previously at Southfield Capital and FrontPoint Partners (Morgan Stanley).

Chief Credit Officer of White Oak Healthcare Finance with over 25 years in specialty finance credit roles. Formerly CCO at Sector Financial and senior credit officer at Capital One.

Chief Lending Officer with 36 years in debt and equity investing, restructuring and risk management. Previously CIO of Mubadala GE Capital and held senior roles at GE Capital and Bank of America.

Head of Complex Credit responsible for managing complex situations and credits for White Oak's private debt funds. Previously at boutique investment bank McNamee Lawrence & Company.

CEO of White Oak Commercial Finance and Head of White Oak Europe. Previously at Presidential Financial, TKO Finance Group, Dune Capital and GE Capital's Middle Market Lending.

Chief Compliance Officer and Senior Counsel overseeing compliance and legal matters from the San Francisco office. Previously a compliance officer at Brookfield Asset Management.