| Name | Title | Contact Details |
|---|---|---|
Shawn Scholz |
Vice President of Wealth Management Compliance | Profile |
Shawn Scholz |
Vice President Wealth Management Compliance | Profile |
Jeff Rowe |
AVP Retirement Services Compliance | Profile |
Jeff Clevenger |
Chief Compliance Officer and AML Compliance Officer | Profile |
Mark Buyle |
Senior Vice President, General Counsel and Chief Legal Officer | Profile |
Marathon Asset Management, L.P. is an investment manager focused on opportunistic investing in credit and fixed income markets globally. Marathon manages a family of investment programs principally focused on credit strategies including hedge funds, managed accounts, single-client funds and collateralized loan, and debt obligation vehicles. The firm`s core competency is distressed and situational investing in the global credit and fixed income markets. Marathon utilizes a research-intensive approach, risk management discipline, and an integrated platform. In addition, the firm has the flexibility to invest across the capital structure, including securities, loans, and structured products. The firm is headquartered in New York City with offices in London and Tokyo. Marathon is one of eight firms selected by the U.S. Department of the Treasury to manage the Legacy Securities Public Private Investment Program ("PPIP") Fund. Founded in 1998, Marathon manages approximately $18.5 billion of capital and has approximately 160 employees. The firm is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser under the Investment Advisers Act of 1940. Marathon is a member of the National Futures Association ("NFA") and is registered with the Commodity Futures Trading Commission ("CFTC") in the U.S. Additionally, its affiliate is registered with the Financial Services Authority ("FSA") in the UK. In June 2016, Blackstone Strategic Capital Holdings, managed by Blackstone Alternative Asset Management, acquired a minority interest in Marathon Asset Management, L.P.
Peak 8 Asset Management LLC is an asset management firm that focuses on alternative fixed income investments. • Experienced investment management team that shares expertise in a broad range of illiquid asset classes. • Investments professionals each having approximately twenty years of industry experience • Multidisciplinary team consists of experienced portfolio managers, underwriters, and actuaries who have worked together for approximately fifteen years. • Peak 8`s investment team deployed more than $4 billion of capital over approximately fifteen years at previous investment platform. Peak 8 provides investment advisory services to institutional clients. As of September 1, 2017, Peak 8 and its affiliates had assets under management of approximately $1 billion.
Banyan Mezzanine Fund is a Charleston, SC-based company in the Financial Services sector.
Rushmore Investment Advisors is a Plano, TX-based company in the Financial Services sector.
Renaissance Capital is a Greenwich, CT-based company in the Financial Services sector.