Julio Herrera
Director/Board Member at The UCLA Foundation
Julio Herrera active positions
Companies | Position | Start | End |
---|---|---|---|
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Portfolio Manager-Fixed Income | 01/07/2012 | - |
The UCLA Foundation
The UCLA Foundation Miscellaneous Commercial ServicesCommercial Services The UCLA Foundation collects and manages funds for social purposes. It receives contributions made by alumni, friends, private foundations and corporations on behalf of UCLA’s many schools, units and departments, disburses the contributions according to the expressed wishes of the donor and actively promotes philanthropy across the campus. The company was founded in 1945 and is headquartered in Los Angeles, CA. | Director/Board Member | - | - |
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles. | Private Equity Investor | 01/01/2012 | - |
Career history of Julio Herrera
Former positions of Julio Herrera
Companies | Position | Start | End |
---|---|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 31/12/1997 | 31/12/1997 |
Voya Capital LLC | Corporate Officer/Principal | 31/12/1994 | 31/12/1994 |
Roark, Rearden & Hamot Capital Management LLC
Roark, Rearden & Hamot Capital Management LLC Investment ManagersFinance Founded in 1997, Roark, Rearden & Hamot Capital Management LLC is a hedge fund manager located in Boston. | Analyst-Equity | - | - |
Fintech Advisory, Inc.
Fintech Advisory, Inc. Investment ManagersFinance Fintech Advisory, Inc. is an independent investment advisory firm headquartered in New York City. The firm was founded by David Martinez in 1987 and provides investment advice to individual and institutional clients. | Chief Investment Officer | - | - |
Portfolio Manager-Equities | - | - | |
Portfolio Manager-Fixed Income | - | - | |
President | - | - |
Training of Julio Herrera
University of California, Los Angeles | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Fixed Income | 2 |
Analyst-Equity | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Fintech Advisory, Inc.
Fintech Advisory, Inc. Investment ManagersFinance Fintech Advisory, Inc. is an independent investment advisory firm headquartered in New York City. The firm was founded by David Martinez in 1987 and provides investment advice to individual and institutional clients. | Finance |
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Voya Capital LLC | |
Roark, Rearden & Hamot Capital Management LLC
Roark, Rearden & Hamot Capital Management LLC Investment ManagersFinance Founded in 1997, Roark, Rearden & Hamot Capital Management LLC is a hedge fund manager located in Boston. | Finance |
The UCLA Foundation
The UCLA Foundation Miscellaneous Commercial ServicesCommercial Services The UCLA Foundation collects and manages funds for social purposes. It receives contributions made by alumni, friends, private foundations and corporations on behalf of UCLA’s many schools, units and departments, disburses the contributions according to the expressed wishes of the donor and actively promotes philanthropy across the campus. The company was founded in 1945 and is headquartered in Los Angeles, CA. | Commercial Services |
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles. | Finance |
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