Russell James Valdez

Chief Investment Officer at Wafra, Inc.

Russell James Valdez

Russell James Valdez

Chief Investment Officer at Wafra, Inc.

Biography

Mr. Russell J. Valdez is a Chief investment Officer at Wafra, Inc. and at Wafra Partners LLC. He is on the Board of Directors at Wafra, Inc. He serves on Wafra’s Management Advisory Committee and Board of Directors. Mr. Valdez oversees all negotiated alternatives transactions spanning strategic partnerships, real assets, private equity and alternative finance and real estate. He leads investments in investment management firms and finance companies across the spectrum of real assets. Mr. Valdez serves on the boards of Ara Partners, Oak Hill Advisors, LOGIX Fiber Networks, and Suntex Marinas.Previously, Mr. Valdez was a Corporate Associate at Covington & Burling, practicing in private equity and mergers and acquisitions. His experience also includes positions at Chemonics International and Visa Europe.He earned a BA from Stanford University and a JD from Harvard Law School.

Overview
Career Highlights

Wafra, Inc.
Wafra Partners LLC

RelSci Relationships

294

Number of Boards

1

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Chief Executive Officer at Wafra, Inc.

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Chief Financial Officer at Wafra, Inc.

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Managing Director at Wafra, Inc.

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Managing Director at Wafra, Inc.

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Managing Director at Wafra, Inc.

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Senior Managing Director at Wafra, Inc.

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Senior Managing Director at Wafra, Inc.

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Senior Managing Director at Wafra, Inc.

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Private Asset Management Controller at Wafra, Inc.

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Managing Director at Wafra, Inc.

Relationship likelihood: Strong

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Russell James Valdez
Chief Investment Officer at Wafra, Inc.
Education
JD
Class of 2007

Harvard Law School offers an energetic and creative learning environment, a diverse and dedicated faculty—whose expertise spans a broad array of legal subjects—and a student body that comes from every state in the U.S. and more than 70 countries around the world. Approximately 1,900 students attend HLS each year: 1,680 J.D. students, 160 LL.M. students, and 50 S.J.D. candidates. The faculty includes more than 100 full-time professors and more than 150 visiting professors, lecturers on law, and instructors. The curriculum features more than 260 courses and seminars that cover a broad range of traditional and emerging legal fields. A Harvard Law education prepares students for success in law practice, business, public service, teaching, and more. Most HLS students are pursuing a J.D. (Juris Doctor) degree, while many others are earning an LL.M. (Master of Laws) or the S.J.D. (Doctor of Juridical Science). Harvard Law School also offers many joint degree programs, coordinated programs, and concurrent degree opportunities with other schools within Harvard University. The Law School community is also home to numerous research programs and engaging publications, including books, scholarly periodicals, newsletters, and a weekly student newspaper.

BA

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Career History
Chief Investment Officer
2011 - Current

Wafra Investment Advisory Group offers an array of investment and investment-related services. The firm's Portfolio Securities Division manages a variety of equity and fixed-income portfolios on an individual and a pooled basis. They construct portfolios of publicly traded US and non-US equities, US and non-US fixed-income, other securities and cash. In addition, certain portfolios may also invest in Shari'ah Compliant Islamically acceptable investments.Their Alternative Investments Division invests in hedge funds, distressed opportunities and funds, asset manager equity and in other stand alone alternative investment opportunities across asset classes.Wafra's Direct Equity Division takes positions in lower-middle market operating companies with continuing management and executable growth opportunities, working with companies' management to increase value by improving existing operations, funding internal growth or developing acquisitions strategies.The firm's Private Asset Management Division manages a range of investment portfolios which are individually tailored to meet specific goals and objectives. They typically take positions in privately held and/or publicly traded securities and construct portfolios comprised of private equity and credit fund of funds, mezzanine investments, portfolio securities, and real estate investment funds.Their Real Estate Division seeks to achieve strong returns by targets acquisitions with potential for enhanced value such as undervalued assets or those with inherent risks. They aggressively reposition assets, using sophisticated capital structuring strategies and leverage their banking relationships,

Chief Investment Officer
Current

Wafra Partners focuses on investments in middle-market companies in the following sectors: specialty services, niche manufacturing, consumer products and outsourced business services. The firm targets companies with revenues of $20 million or more and EBITDA of $4 million or more. They also look for companies with: (1) strong, committed management teams with significant ownership opportunities post closing (2) leadership positions in technology, product lines, cost positions or distribution channels (3) growth opportunities both internal and/or by acquisition and (4) diversification of products/services, customers, markets and suppliers.Wafra Partners seeks to participate in transactions with an enterprise value of $20 million to $150 million. Investments range up to $30 million in equity per transaction. Wafra Partners participates in: (1) control acquisitions and recapitalizations (2) expansion financings (3) industry consolidations (4) corporate divestitures and (5) majority and minority co-investments with financial and strategic investors.

Associate
Prior

Covington & Burling LLP provides legal consulting services. They represent clients in litigation, white collar defense, transactional, governmental affairs, international, life sciences and other matters. The firm offers legal services related to intellectual property, international trade, mergers & acquisitions and tax practices. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC.

Transactions
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Pfizer, Inc. purchases KP Pharmaceuticals LLC

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Reynolds Group Holdings Ltd. purchases Pactiv LLC

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TPG Capital, LP purchases IQVIA, Inc.

Other Affiliations

Russell James Valdez is affiliated with Wafra, Inc., Wafra Partners LLC, Covington & Burling LLP

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