Oaktree Capital Management LP

Oaktree Capital Management LP

Oaktree Capital Management LP

Overview
Date Founded

1995

Headquarters

333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES, CA, 90071

Type of Company

Private

Employees (Worldwide)

624

Industries

Hedge Funds
Accounting & Financial Services
Management Consulting
Investment Services & Portfolio Management

Company Description

OCM specializes in alternative investments that inves tin closed-end, open-end and evergreen vehicles across four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. They uses fundamental bottom-up analysis and may engage in long term or short term purchases, trading, short sales in certain strategies, margin transactions, and option writing, including covered options, uncovered options or spreading strategies.

Contact Data
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Executives & Employees

Co-Founder

Director & Chief Executive Officer

Managing Principal

Co-Founder

Co-Founder

Managing Director & Chief Financial Officer

Chief Financial Officer

General Counsel & Chief Administrative Officer

Managing Director & Chief Compliance Officer

Board of Directors

Co-Founder at Oaktree Capital Management LP

Co-Founder at Oaktree Capital Management LP

Co-Founder at Oaktree Capital Management LP

Co-Founder at Gilbert Global Equity Partners LLC

Partner-Los Angeles Office at Munger, Tolles & Olson LLP

Former Chief Executive Officer at Allianz Global Investors U.S. LLC

Co-Founder at Clifford Capital Partners LLC

Executive Officer at Oaktree Opportunities Fund VIII (Parallel) AIF (Delaware) LP

Director & Chief Executive Officer at Oaktree Capital Management LP

Managing Director & Portfolio Manager at Oaktree Capital Management (Private Equity)

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Recent Transactions
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Neo Performance Materials, Inc. issued . CAD Common Shares - Bought Deal

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Oaktree Capital Management LP, Brookfield Asset Management, Inc. purchase Diversified Energy Co Plc /Haynesville Shale Assets from Diversified Energy Co. Plc

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Oaktree Capital Management LP purchases HTCE Site Management BV

Transaction Clients

Advised on Advancepierre Foods Holdings, Inc. issued USD Common Stock

Lender

Advised on Behrman Brothers Management Corp., Carr Management, Inc. /Private Group purchase Plastic Industries, Inc. from Nautic Partners LLC

Advised on Montrose Environmental Group, Inc. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onOaktree Capital Group LLC, G3W Ventures LLC purchase NAPEC, Inc.

Legal Advisor

Advised onOaktree Capital Management LP, TMM Holdings LP, JH Investments Inc., TPG Capital LLC purchase Taylor Morrison, Inc. from Taylor Wimpey Plc

Legal Advisor

Advised onOaktree Capital Group LLC, Oaktree Capital Management LP purchase Pulse Electronics Corp.

Legal Advisor

Advised onOaktree Capital Group LLC, Oaktree Capital Management LP purchase Pulse Electronics Corp.

Legal Advisor

Advised onOaktree Capital Group LLC, Oaktree Capital Management LP purchase Pulse Electronics Corp.

Legal Advisor

Advised onOaktree Capital Group LLC, Oaktree Capital Management LP purchase Pulse Electronics Corp.

Advisors & Consultants
Custodian

J.P. Morgan Securities offers a broad array of investment products and the world’s leading investment managers. These expansive resources—the best people and products in the industry coupled with a Financial Advisor who is directly involved in the investment process—are the true benefits of working with it.

Custodian

Deutsche Bank AG engages in the provision of corporate banking and investment services. It operates through the following segments: Corporate Bank, Investment Bank, Private Bank, Asset Management, Capital Release Unit, and Corporate and Other. The Corporate Bank segment includes the global transaction bank as well as the German commercial clients division. The Investment Bank segment consists of origination and advisory businesses as well as fixed income currency sales and trading. The Private Bank segment comprises the Private Bank Germany, private and commercial business international, and wealth management business units. The Asset Management segment provides investment solutions to individual investors and institutions through the DWS brand. The Capital Release Unit segment covers the equities sales and trading business. The Corporate and Other segment includes revenues, costs, and resources that are held centrally. The company was founded by Adelbert Delbrück on March 10, 1870 and is headquartered in Frankfurt, Germany.

Custodian

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS). The firm was founded in 1987 and is headquartered in New York City. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Special Advisor

Co-Founder at Oaktree Capital Management LP

Advisor

Global Head of Government Affairs at Blackstone, Inc.

Legal Advisor

Co-Chair, Real Estate Group at Gibson, Dunn & Crutcher LLP

Clients

Richard King Mellon Foundation is a grant making foundation. They focus on programs that prioritize conservation, regional economic development, education and human services in the pennsylvania area. The organization was founded in 1947 and is headquartered in Pittsburgh, PA.

The Mission of SERS is to provide our members, retirees, and beneficiaries with pension benefit programs and services that are soundly financed, prudently administered, and delivered with understanding and responsiveness. Vision Where We Will Go - SERS understands the need to change based on our current environment and mission. Our values will help guide us as we explore the development of a sustainable pension and health care model, the creation of a "change-ready" culture, and the development of new strategic partnerships over the next five years. SERS will explore the costs and benefits of new types of pension and health care funding structures and investment models, eligibility and service delivery models to ensure the most efficient and effective uses of our members’ resources. SERS will review pension and health care plan design, eligibility and reduction factors in light of current and future environmental factors. In weighing the alternatives, SERS will keep in mind the overriding goals to: Maintain a sound level of funding. Provide access to health care for eligible SERS retirees and their dependents. SERS is committed to an organizational culture in which both Board and staff support success in meeting the challenges of our environment. This change-ready culture will require: Understanding the emerging needs of members and retirees, and how our partners can help us meet those needs. Highly skilled and empowered Board and staff members who clearly understand their roles and responsibilities, and are provided with the training, tools, and organizational support to enable success. Performance measures that hold vendors as well as SERS accountable for individual and team performance in achieving SERS’ goals. Collaboration and partnership within and across departments and partner organizations, focused on achieving the mission and goals of SERS. Continual process improvement and innovation to reduce costs and improve service levels. SERS believes that the key to achieving our mission will be through strategic partnerships with those organizations and individuals who have an impact on our members’ well-being and financial security. This new model of communication and collaboration will allow us to identify, and deliver solutions for, the issues of greatest impact to our members and retirees. SERS will explore new ways to communicate with our strategic partners: Multiple service channels for our members: (face-to-face, electronic, web, multi-lingual, etc.). Increased communications through employers, as well as directly to members and retirees. Lobbying and public education to minimize the potential for detrimental legislation. Education and communication to all partners, to provide: Realistic expectations of benefits Clear understanding of the value of the employers' investment Tools to assist our members in effective retirement planning and preparation Our Values Who We Are - We believe these deeply ingrained principles guide all of our actions and enable SERS to fulfill its mission: Member and Retiree Focus We focus on the needs of our members and retirees by “serving the people who serve our schools.” Integrity We believe in the highest professional standards and ethical conduct and the accountability needed to succeed and achieve our goals. We uphold ethical and professional conduct by word and example. Open Communication We practice respectful, direct, and proactive communication. Continuous Innovation We celebrate success and strive for quality, and continually seek better ways to fulfill our mission to our members and retirees. We value individual and organizational courage, and a willingness to change. Teamwork We are committed to achieving our mission in a manner that encourages participation and values each person’s contributions. Strategic Plan Creating a secure retirement requires a partnership among members, employers, and public retirement systems, each with important responsibilities. The SERS Leadership team defined the responsibilities for each partner for four critical elements of retirement security, and created a Retirement Security Compact. This Compact described each partners’ responsibilities and provided a framework that the Leadership team used in developing strategic priorities and tactics. Elements of a secure retirement include: A well thought-out plan for retirement Sufficient financial resources Good health Life resources In light of the Retirement Security Compact, the Leadership team identified 5 strategic priorities: Develop Long-Term Plan for Pension Security Develop Long-Term Plan for Healthcare Security Ensure Effective Board and Staff Collaboration Communicate Effectively with Stakeholders Ensure Appropriate Resource Structure (human, financial, infrastructure)

Responsibility for the operation and administration of MOSERS is vested in an eleven-member board of trustees. MOSERS seeks to minimize risk through proper diversification of plan assets. This is achieved through finding an appropriate mix of assets that possess varying characteristics that help reduce the overall volatility of the fund.

Non-Profit Donations & Grants
Investments
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NewPhone Norge AS provides telecommunication services. The firm provides telephone exchange, voicemail, and mobile broadband services. The company was founded in 2004 and is headquartered in Kristiansand, Norway

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