Gretchen Lam Chief Executive Officer Octagon Credit Investors

Ms. Lam is Octagon’s Chief Executive Officer, a member of Octagon’s Investment Committee, and a member of the Firm’s Board of Managers. Ms. Lam also serves on the Firm’s Executive Committee and is a member of the Firm’s ESG Committee. Prior to assuming the Chief Executive Officer position in 2024, Ms. Lam served as a Senior Portfolio Manager across various CLOs, separately managed accounts, and commingled funds. She also oversaw the Firm’s Structured Credit (CLO debt and equity) investment strategies. 

Ms. Lam joined Octagon in 1999; prior to becoming a Portfolio Manager in 2013, she oversaw Octagon’s investments in the software, business services, finance & insurance, paper & packaging, gaming & lodging, homebuilding, and real estate industries. She was also responsible for the Structured Credit exposure held in Octagon’s CLO vehicles.

She earned a B.S. in Investments from Babson College, where she graduated Summa Cum Laude. Ms. Lam received her CFA Charter in 2006.

Jonathan Horowitz Managing Director & Head of Structured Liabilities FORTRESS INVESTMENT GROUP

Mr. Horowitz is a Managing Director in the Fortress Credit Funds Business and the Head of Structured Liabilities

Prior to joining Fortress in 2022, Mr. Horowitz was a Managing Director and portfolio manager in the Chief Investment Office of J.P. Morgan where we was responsible for $45bn of CLOs and consumer ABS

Prior to joining J.P. Morgan, Mr. Horowitz was a Managing Director in the CDO business at Morgan Stanley as Head of U.S. CDO Capital Markets and co-head of U.S. CDO Structuring and Origination

 Mr. Horowitz received a B.S. in Industrial Engineering from Stanford University and an M.B.A. from the Stanford Graduate School of Business

Matt Bloomfield Partner and Portfolio Manager PALMER SQUARE

Matt is the head Portfolio Manager for the Firm’s US CLO management platform, serves as President of Palmer Square Capital BDC Inc., a publicly traded business development company (“BDC”) and has lead responsibilities for all of Palmer Square’s private and public lending product offerings. He is a member of both the US and European CLO investment committees, as well as a member of the Firm’s BDC investment committee.

Prior to joining Palmer Square, Matt worked at Golub Capital, most recently as an Associate Portfolio Manager within the Broadly Syndicated Loan Group where he focused on investing in leveraged loans via CLOs and separately managed accounts. Prior to joining Golub Capital, Matt worked at Giuliani Capital Advisors in Chicago as an Analyst and subsequently Associate in the Investment Banking Group where he focused on special situations and restructuring mandates.

Matt earned an MBA in Finance from Northwestern University’s Kellogg School of Management, as well as a BS and BGS in Business Administration and Economics, respectively, from the University of Kansas.

Amir Vardi Managing Director, Portfolio Manager Head of Structured Credit (Credit Investments Group), Credit Suisse Asset Management

Amir Vardi is a Managing Director of Credit Suisse in the Asset Management Division, based in New York. Mr. Vardi is the Head of Structured Credit and a Portfolio Manager for the Credit Investments Group. His responsibilities includes managing portfolios of structured products as well as overseeing the CLO issuance activities for the group.

Mr. Vardi began his career in leveraged finance research - portfolio strategy at Credit Suisse First Boston, which he joined in 2004. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse.

Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program.

Mak Pitke Senior Vice President ANTARES CAPITAL

Mak Pitke Mr. Pitke is a Senior Vice President in Structured Products at Antares Capital. Prior to joining Antares Capital in 2022, he was a Director and Head of US CLO Structuring at Credit Suisse Securities (USA) LLC. Previously he was a Vice President at Deutsche Bank Securities. Mr. Pitke has a total of 17 years of industry experience. He has a B.E. in Electronics Engineering from the University of Mumbai and an MBA from Duke University.

Terence Clerkin Partner PENNANTPARK

Terence Clerkin joined PennantPark in September 2012 and is a Partner. Since joining PennantPark, he has been involved in originating, underwriting, executing, and monitoring investments for the Firm.

Before joining PennantPark, Terence was an Associate in the Mezzanine Group at Crescent Capital from 2010 to 2012. Before that, he was an Analyst at Moelis & Company from 2008 to 2010 and an Analyst at Bear, Stearns & Co. from 2007 to 2008.

Terence holds a BA in Economics from the University of Michigan.

Dinko Angelov Managing Director AUDAX PRIVATE DEBT

Mr. Angelov joined Audax Group in 2008 as one of the early members of the Audax Senior Debt investment team. He helps lead Audax Senior Debt’s origination, underwriting, and portfolio management effort. Mr. Angelov is a co-portfolio manager of all Audax Senior Debt leverage facilities, including all middle market CLOs. Mr. Angelov has over 20 years of experience primarily investing in senior secured debt supporting sponsor-backed LBO transactions of U.S. middle market companies. Previously, he was at FirstLight Financial, a middle market commercial lending company. At FirstLight, Mr. Angelov focused on new business underwriting and managed a portfolio of senior secured loans. Prior to joining FirstLight, Mr. Angelov worked in the investment banking division of the Seabury Group.

Mr. Angelov is a CFA charter holder and received a B.S. in Finance and Management Information Systems from the University of Bridgeport.

Alex Zilberman Managing Director BLUE OWL

Alex Zilberman is a Managing Director at Blue Owl and member of the Structured Products and Fund Finance Team. Prior to Blue Owl, Alex served as Co-head of Structured Credit and Credit Trading at Natixis, where he oversaw the global CLO, Structured Credit Financing, Structured Credit Trading, ABS and Subscription line businesses. Prior to this role, Alex was Global Head of CLO and Structured Credit at Natixis since 2015. Prior to Natixis, Alex was a structured credit professional and joined Credit Suisse in 2000 after it acquired Donaldson, Lufkin & Jenrette, where he began his career. Prior to attending business school, Alex worked as an Engineer in the Israeli Aircraft Industries and served in the Israeli Airforce. Alex holds an MBA from the University of Michigan and a B.Sc. in Industrial Engineering and Management from the Technion-Israel Institute of Technology.

Dagmara Michalczuk Co-Chief Investment Officer Tetragon Credit Partners

Dagmara Michalczuk

Co-Chief Investment Officer

Dagmara is Co-Chief Investment Officer for Tetragon Credit Partners. She joined the group in early 2007 and prior to that was an Associate in Morgan Stanley’s Securitized Products Group working on the structuring desks in New York and London. At Morgan Stanley, she was involved in the structuring and execution of CDO and CLO transactions across multiple underlying asset classes and structural types. Dagmara holds an MBA from The Wharton School of the University of Pennsylvania and a BS in Industrial and Labor Relations from Cornell University. She is based in New York.

Daniel Wohlberg Principal EAGLE POINT CREDIT

Dan is a Principal at Eagle Point Credit Management. He focuses primarily on analyzing asset managers, evaluating opportunities in the primary and secondary credit markets and monitoring Eagle Point’s CLO investments. Dan is also involved in advancing strategic initiatives for the firm.

Dan has over 15 years of experience investing in and advising others with respect to complex structured finance transactions and derivatives. Prior to joining Eagle Point, Dan advised a broad array of market participants on matters relating to structured finance, leveraged lending, securities regulation, distressed situations and derivatives while at two top tier global financial service law firms.

Dan holds a BA in Psychology with a Business Administration minor, cum laude, from Stony Brook University and a JD, cum laude, from Brooklyn Law School, where he was an editor for the Brooklyn Journal of Corporate, Financial and Commercial Law. He has been admitted to the bar in New York, New Jersey, and North Carolina.

Karen Lau Head of CLOs and Performing Loans MARATHON ASSET MANAGEMENT

Karen Lau is a Managing Director, a member of the firm’s Executive Committee, and a member of Marathon’s Performing Credit Investment Committee. Ms. Lau joined Marathon from Onex Credit, where she served as a Managing Director, Head of U.S. CLOs, managing over $10 billion of AUM across 20 vehicles, and member of the Par Loans & High Yield Investment Committee.  Prior to Onex, Ms. Lau spent six years at TPG Institutional Credit Partners as Co-Head of Portfolio Strategy focused on the CLO portfolios.  Similar to TPG, Karen joined Blackstone Credit at the inception of its CLO business in the early 2000s, serving over ten years as Senior Investment Analyst covering a wide range of sectors.  Ms. Lau received a B.S. in Finance from the Leonard Stern School of Business at New York University.