Sean Gleason

Octagon Credit Opportunities LLC is a hedge fund manager located in New York City. The firm is directly owned by Octagon Credit Investors LLC and CCMP Capital LLC, each a 50% owner.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

Hayfin Capital Management LLC (Hayfin Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joyce DeLucca Yacoubi in 2005 as Kingsland Capital Management LLC. In 2018, the firm was acquired by Hayfin Capital Management (Delaware), Inc. and subsequently changed their name into Hayfin Capital Management LLC. Hayfin Capital provides discretionary investment management services to collateralized loan obligations funds.

Part of Aegon NV, Primus Asset Management, Inc. is a company that provides investment advice. The company is based in New York, NY.

Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo.

Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs).

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Greenbelt capital management LP (Greenbelt capital) is a private equity firm founded in 2021 in Christopher Manning, Andrew Hopping, M. Christopher Murphy and Glenn Jacobson. The firm is headquartered in Austin, Texas.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and 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.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Vibrant Capital Partners, Inc. (VCP) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. Formerly known as DFG Investment Advisers, Inc., the firm was founded in 2006 by O. Volkan Kurtas, Moritz Hilf and Kimito Iwamoto. They became Vibrant Capital Partners, Inc. in 2021. The firm is owned by Vibrant Capital Partners LLC. VCP discretionary and non-discretionary portfolio management and investment advisory services to investors such as insurance companies, pension funds, banks, private investment funds, family offices, ad fund-of-funds, mainly in the form of pooled investment vehicles and separate accounts.

Trilantic Capital Management LP (Trilantic Capital) is a private equity firm founded in 2009 by Danny James. The firm is headquartered in New York.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

The Carlyle Group LP (Global Credit) (Carlyle Group), subsidiary of The Carlyle Group Inc. is a private equity firm founded in 1987 by William E. Conway Jr., Daniel A. D'Aniello and David M. Rubenstein. The firm is headquartered in Washington, DC with offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia.

Octagon CLO Debt Fund II LP provides banking and financial services. The company was founded in 2016 and is headquartered in New York, NY.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.