White Oak Global Advisors

Partner and co-portfolio manager, Investment Committee member since 2007. Previously helped found KKR Financial and held senior counsel roles at Wells Fargo, Deutsche Bank and major law firms.

Joined White Oak in 2008, became Partner in 2010 and serves as President, overseeing investment teams that originate and structure transactions for the private debt funds. Previously worked at Goldman Sachs, Telephia and Microsoft.

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.

Chairman of Finacity Corporation, which he launched 20 years ago, with over 35 years in asset-backed securitization. Previously a 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.

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.

Managing Director of Strategy & Finance with over 30 years in strategy, treasury and operations. Previously CFO at Melody Capital Partners and held senior finance roles at Starwood Capital 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 operational functions for the firm's funds and separately managed accounts, with the firm since 2011. Previously at P. Schoenfeld Asset Management, Citi Hedge Fund Services and Panasonic.

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.

Global Head of Human Resources with over 20 years of HR and finance experience. Previously Senior Director of HR at Algolia and spent 15 years at Alcatel-Lucent.

Chief Risk Officer with over 20 years in risk management, investment structuring and private markets. Most recently a Managing Director at Caisse de dépôt et placement du Québec leading investment structuring.

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.

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.

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.

General Counsel overseeing legal, regulatory and compliance functions, with over 25 years advising investment managers and funds. Previously served 11+ years at the SEC and began his career at Baker & McKenzie.

President of Finacity leading deal execution since 2013, having arranged over 50 financing facilities totaling more than $15 billion. Involved in receivable securitizations, private credit and working capital financings across many industries.

CEO of White Oak U.K. with 30 years of banking experience, having served as country head and chief executive at various BNP Paribas subsidiaries focused on commercial finance and lending.

Head of Underwriting since 2015 with 20 years of industry-agnostic private credit experience. Previously at Origami Capital Partners and a founding member of Neuberger Berman's distressed debt platform.

Managing Director and Head of Originations since 2017 with over 20 years investing in middle-market companies. Founded Consortium Finance and previously worked at D. E. Shaw and Banc of America Mezzanine Capital.

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

Head of Factoring for White Oak Commercial Finance. Previously Partner and SVP at Milberg Factors and a lender at RBS Citizens and Citibank, with experience across textiles, apparel and furniture industries.

Managing Director on the Client Solutions team focused on key investor accounts and insurance-industry asset management products. Previously a Portfolio Specialist at Aware Asset Management and in insurance investment roles.

EVP and COO of Finacity responsible for operations and chair of its Credit Committee, with over 35 years in financial management and credit. Previously VP of Global Credit Operations at Georgia-Pacific.

Managing Director of Client Solutions responsible for business development and client servicing. Previously Director of Business Development at Metacapital Management and Force Capital.

Managing Director of Client Solutions responsible for new business development. Previously at Southfield Capital and FrontPoint Partners, with a background in marketing and communications.

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.

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 Chief Investment Officer of Mubadala GE Capital and held senior roles across GE Capital and Bank of America.

Head of Complex Credit, managing complex situations and credits for the private debt funds. Previously worked at boutique investment bank McNamee Lawrence & Company.

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

Chief Compliance Officer and Senior Counsel overseeing compliance and legal matters. Previously a Compliance Officer at Brookfield Asset Management and worked in corporate litigation in New York.