Meet Our Team

Peter oversees the Investment Management team and also acts as a Portfolio Manager, with a focus on the firm’s fixed income and credit alternative strategies.

Peter is a member of the Board of Trustees of the Jewish Foundation of Greater and is former Chair of the Jewish Foundation Investment Committee.

Peter has over 25 years of experience in fixed income, high yield and investment grade credit trading as well as global equities. Prior to joining the firm in 2014, Peter was the Managing Director & Chief Investment Officer at Blair Franklin Asset Management, which Gluskin Sheff acquired. Before that, he was involved in the management of a diverse range of investment funds at Altamira Management Limited (later Natcan Investment Management). He has also held senior positions with Scotia Capital Markets.

Peter is a CFA® charterholder a registered Portfolio Manager of Gluskin Sheff and holds a Bachelor of Business Administration degree in Finance from the University of Texas at Austin.

Sandeep is a Managing Director and Head of SGV Investments Falcon, which he founded in July 2000.

Prior to joining SGV Investments, Sandeep was the President of Hancock Mezzanine Investments, LLC and Senior Managing Director and Mezzanine and Private Equity Team Leader of John Hancock’s Bond & Corporate Finance Group. While at John Hancock from 1985 to 1989 and 1991 to 2000, he executed numerous private market transactions, with an emphasis on mezzanine and private equity investments. In addition to his time at John Hancock, Sandeep also worked at the investment firm of Joseph, Littlejohn and Levy from 1989 to 1991 where he was a Principal involved in the acquisition of operationally and financially distressed companies.

Sandeep serves on the Board of Trustees of The Holderness School, NH and the Board of Advisors of Titagya Schools, Ghana.

Sandeep received a Bachelor of Commerce degree from Bombay University and an M.B.A. from Cornell University.

Clint is a Portfolio Manager, Head of High Yield and member of the SGV Investments Credit Investment Committee.

Clint has 24 years of experience. Prior to joining SGV Investments Credit, Clint was a Portfolio Manager at Muzinich & Company where he focused on U.S. High Yield, Global High Yield and Target Dated investment strategies. In this capacity, Clint was responsible for managing U.S. and Global High Yield strategies, developing customized client solutions and contributed to considerable growth in sub-investment grade corporate credit assets under management. He was also a member of the firm’s Investment Committee and ESG Steering Committee. Prior to joining Muzinich, Clint held positions at WR Huff Asset Management, Enron Corporation and PPG Industries.

Clint earned a B.S. in Chemical Engineering with a minor in Mathematics (summa cum laude) from Tulane University and an M.B.A from New York University’s Stern School of Business.

Conor is a Managing Director, Head of European Credit and a member of the SGV Investments Credit Investment Committee. He leads the firm’s European CLO platform and is focused on continuing to build its European credit investment activities.

Prior to joining SGV Investments Credit, Conor was a Portfolio Manager in BlackRock’s European Fundamental Credit team and a key member of the team which established BlackRock’s European CLO and leveraged loan business. Conor began his career at Morgan Stanley where he held roles across leveraged finance origination and leveraged finance capital markets.

Conor earned a B(Sc) in Finance from the National University of Ireland – University College Cork.

Robert focuses on U.S. equities and the Global Special Situations strategy.

Robert has over ten years of experience in the financial industry, which includes private equity and investment banking. Prior to joining the firm in 2018, Robert worked at Waratah Capital as an Investment Analyst for four years and at Penfund, a -based private equity firm. He started his career in the Investment Banking division of Scotia Global Banking & Capital Markets.

Robert is a Chartered Investment Manager (CIM®), a registered Portfolio Manager of Gluskin Sheff and holds a Master’s degree in Business Administration from Columbia Business School.

Mark leads the firm’s international equity strategies. He has over 25 years of experience in the financial markets.

Mark serves as Co-Chair of Venture Sinai at the Mount Sinai Hospital Foundation.

Prior to joining the firm in 2016, Mark worked at Mackenzie Investments where he was a Senior Vice-President of Investments, head of the Mackenzie Growth Team and lead manager of the Mackenzie Global Growth Fund and Mackenzie International Growth Fund. Previously, Mark was Vice President of International Equities and Head of the Global Equity Team at Altamira.

Mark is a CFA® charterholder , a registered Portfolio Manager of Gluskin Sheff and a licensed Professional Engineer. He holds an MBA in Finance from the Schulich School of Business at York University and a Bachelor of Applied Science degree in Electrical Engineering from the University of .

Steve is the General Counsel of SGV Investments Credit. As General Counsel, he is responsible for all legal matters related to the firm, in addition to assisting in structural and legal matters pertaining to investments held in portfolios managed by the portfolio manager.

Steve has 40 years of experience. Prior to joining SGV Investments Credit, he practiced finance and insolvency law at Luskin, Stern & Eisler, LLP. He also held various positions over 13 years with affiliates of ABN AMRO Bank N.V., including that of general counsel for European American Bank and for North America Special Credits.

Steve earned a B.A. from the University of Rochester and a J.D. from Washington University School of Law.

Zach is the Deputy General Counsel of SGV Investments Credit. As Deputy General Counsel, Zach advises on a broad range of legal and compliance matters related to SGV Investments Credit and the investment portfolios managed by the firm.

Prior to joining SGV Investments Credit, he practiced corporate law at Proskauer Rose LLP, with an emphasis on the representation of private investment fund sponsors.

Zach holds a Juris Doctorate from Columbia Law School and a Bachelor of Arts degree from Rutgers College.

Ronnie is a Portfolio Manager of SGV Investments Credit, overseeing Loans & Structured Credit and member of the SGV Investments Credit, Opportunistic Credit and Structured Credit Investment Committees.

Prior to joining SGV Investments Credit, Ronnie spent over 11 years at The Carlyle Group where he was Co-Head of Carlyle Structured Credit, Managing Director and Portfolio Manager in Global Credit. In this capacity, Ronnie was responsible for Structured Credit investment activity globally, Opportunistic Credit managed accounts and for shaping internal market/macro strategy. Prior to joining Carlyle, Ronnie ran the structured loan business at Morgan Stanley globally. Prior to that, he was responsible for high-yield structured credit trading and worked on a proprietary trading desk at Bank of America.

Ronnie earned a B.S. in Engineering from Cornell University.

Alkarim leads SGV Investments Credit’s Canadian equity strategies and is the lead manager of the Premium Income and Dividend Distribution portfolios.

Alkarim has over 20 years of experience in the financial markets. Prior to joining the firm in 2018, Alkarim worked at BMO Global Asset Management as the lead portfolio manager for the BMO Private Canadian Income Equity Portfolio and manager of the BMO Canadian Alpha Plus Fund. He also served on the BMO Global Asset Management Asset Allocation Committee. Alkarim began his career at Manulife Financial in their actuarial rotation program where he worked in Reinsurance, U.S. Individual and Asset Liability Management.

Alkarim is a CFA® charterholder, an Associate of the Society of Actuaries (ASA) and a registered Portfolio Manager of Gluskin Sheff. He holds an Honours Bachelor of Science degree in Actuarial Science from the University of Western Ontario.

Shelagh focuses on fixed income and investment-grade credit analysis. She also oversees the Credit Research team.

Shelagh serves on the Board of The Giles School, is an active member on The Ticker Club and Former Chair of Fixed Income Committee at the CFA Society.

Shelagh has over 20 years of experience in the financial markets. Before joining the firm in 2014, Shelagh was a Director at Blair Franklin Asset Management, which Gluskin Sheff acquired. Previously, she worked at MFC Global Investment Management, a Manulife Financial Company, first as a Credit Analyst covering various North American and European industries and credits and later as Portfolio Manager on the Canadian Total Rate of Return desk. She also worked at Bank of Montreal, where she focused on investment grade and high yield credit assets.

Shelagh is a CFA® charterholder and a registered Portfolio Manager of Gluskin Sheff. She holds a Master of Arts degree in Economics from Queen’s University and a Bachelor of Arts degree in Economics & Political Science from Glendon College at York University.

Omer is a Managing Director and Head of Origination and Capital Markets at SGV Investments Falcon.

Prior to joining SGV Investments, Omer was a Managing Director in the Financial Sponsors Group at Macquarie Capital, where he was responsible for managing relationships with private equity clients. In prior roles at UBS and Citi’s sponsor coverage groups, his responsibilities included delivering the leveraged finance, equity and M&A franchises to private equity firms and their portfolio companies. He also worked at Bear Stearns in the Acquisition and Leveraged Finance Group, where he was responsible for structuring and executing middle market private equity and leveraged finance transactions.

Omer serves on the Alumni Board of the Fisher College of Business at the Ohio State University.

Omer received an M.B.A and a M.S. in Electrical Engineering from the Ohio State University and a B.S. in Electrical Engineering from Florida Institute of Technology.

John is a Managing Director and Chief Investment Officer at SGV Investments Falcon and has been with Falcon since its inception.

Prior to joining SGV Investments, John was a Partner at Canterbury Capital Partners LLC. Prior affiliations include Generation Partners and General Motors Investment Management Corporation.

John has served on the Board of Directors of numerous companies, including current portfolio companies Encore Repair Services, Laney Directional Drilling and Rapid Advance.

John received a B.S. in Chemistry from Adelphi University, an M.B.A. with emphasis in Operations Research from Hofstra University and an advanced studies certificate from New York University’s Stern School of Business Administration.

As the Head of Opportunistic Credit at SGV Investments, Chad leads the firm’s private credit efforts for borrowers with limited access to traditional capital as well as those seeking growth debt to accelerate their development. Additionally, he oversees the firm’s public credit activities for companies that are facing stress or distress.

Chad leads the Opportunistic Credit Investment Committee, is a member of the Structured Credit Investment Committee and serves on the SGV Investments Credit ESG Committee.

Chad has 20 years of industry experience in opportunistic credit, special situations and distressed debt. Prior to joining SGV Investments Credit, he was a Portfolio Manager and Managing Director at Oak Hill Advisors, where he focused on the firm’s stressed and distressed investments across public and private markets. Prior to joining Oak Hill, Chad was a Portfolio Manager in the Distressed and Special Situations group at BlueMountain Capital Management. In these roles, he participated in numerous corporate and municipal restructurings and served as a leading member of multiple restructuring steering committees. Additionally, he has been a director on multiple public and private company boards.

Prior to BlueMountain, Chad spent 11 years at Deutsche Bank, most recently as the Head of Trading for the US Distressed Products Group and previously as a senior desk research analyst.

Chad earned a BS BA in Finance and Accounting (magna cum laude) from Georgetown University.

Adrienne is a Portfolio Manager and member of the Investment Committee of SGV Investments Credit, with a focus on the firm's CLO and loan strategies.  

Prior to joining SGV Investments Credit, Adrienne worked at MidOcean as a Portfolio Manager focused on CLOs.  Previously, Adrienne spent 14 years working within the Credit Investments Group at Credit Suisse Asset Management (CSAM), primarily as a senior credit analyst covering various sectors. Prior to that, Adrienne worked on the sell-side as a Senior High Yield Analyst at CIBC World Markets.     

Adrienne received her B.A. from the University of Pennsylvania and her M.B.A. from the NYU Stern School of Business.  Adrienne currently serves on the board of the Fixed Income Investors Network (FIIN).
 

Adey is a Team Leader for Healthcare and Industrials and Senior Research Analyst of SGV Investments Credit.

Adey has 17 years of experience. Prior to joining SGV Investments Credit, he was a Senior Analyst at Amadour Capital where he sourced and evaluated special situation and arbitrage opportunities involving convertible bonds. Previously, Adey worked at One East Partners, where he was a Research Analyst focused on distressed and special situation investments involving loans, high yield bonds, and credit derivatives across a wide range of industries including financials, retail, and automotive. He began his career at Goldman Sachs, where he was an Investment Banking Analyst in the healthcare industry group.

Adey earned a B.A., magna cum laude, from Harvard College, an M.P.A. from the John F. Kennedy School of Government, and an M.B.A. from Harvard Business School.

John is a Research Analyst at SGV Investments Credit, with a focus on the firm’s high yield and loan strategies.

John has 22 years of experience. Prior to joining SGV Investments Credit, he was a Director and the technology sector head at Bain Capital Credit. Previously, John was a Director at Deutsche Bank and the lead technology analyst in high yield research. Prior to, he worked as a Director at Nomura Securities where he was a high yield analyst and a team member of Nomura Principal Credit Strategies. Before Nomura, he was a senior analyst at Stone Tower Capital. John started his career in high yield investing as a VP and high yield analyst at Credit Suisse Asset Management.

John earned a B.A. in Economics from Boston College and is a CFA charterholder.

Sven is a Managing Director and Sector Head at SGV Investments Falcon.

Prior to joining SGV Investments, Sven was in the Corporate Development Group of Fischer Scientific International. Prior affiliations include Latona Associates and Citigroup Corporate and Investment Bank. Sven currently serves on the boards of Applied Insight, Major Key, CSS Corp, Keeco, Connect America and Laney Directional Drilling.

Sven received a B.S. in Business Administration from the University of Colorado and an M.B.A. from the Johnson School at Cornell University, where he was a Park Fellow.

Walt is a Managing Director, Portfolio Manager and member of the Investment Committee of SGV Investments Credit.

Walt has 33 years of experience in leveraged credit focused on sponsor coverage, origination and execution for the leveraged loan, high yield and mezzanine markets. Prior to joining SGV Investments Credit, Walt was Senior Credit Officer and Chief Operations Officer of the Private Credit Group in the Merchant Banking Division of Goldman Sachs. Previously, he held positions at Credit Suisse, Scotiabank and Ernst & Whinney.

Walt earned a B.S. from Bryan College and an M.B.A. from Georgia State University.

Prasad is a Portfolio Manager and member of the Investment Committee of SGV Investments Credit, with a focus on the firm’s CLO and loan strategies. Prasad was Team Leader for Technology, Insurance and Business Services as a Senior Research Analyst for SGV Investments Credit.

Prior to joining SGV Investments Credit, he was a credit Research Analyst at Highland Capital Management where he analyzed leveraged loans and high yield bonds for investment across CLO’s, mutual funds, BDC and hedge fund vehicles. Previously, Prasad worked in Investment Banking at Wells Fargo and Citadel Securities, with a focus on leveraged finance. He began his career at Elm Tree Partners.

Prasad earned a B.Sc. in Business Administration from the University of Texas at Austin.

Daryl is the Managing Director, Finance of SGV Investments Credit. He oversees and coordinates all financial operations across the Firm. His responsibilities include fund administration, fund accounting, trade operations, as well as management and investor reporting.

Daryl has 21 years of experience. Prior to joining SGV Investments Credit, he was a Vice President at Credit Suisse where he assisted in managing the middle office for a $32 billion alternative investment platform. Previously, Daryl held positions at Trust Company of the West, Wells Fargo Bank and Prudential Financial.

Daryl earned a B.S. in Finance from Morgan State University.

David is the Head Trader of SGV Investments Credit.

Dave has 15 years of experience in the leveraged credit markets and is responsible for all trading and capital markets activities. Prior to joining SGV Investments Credit, he was a Vice President and Credit Trader at American Capital. He previously held positions at FBR Capital Markets, GSO Capital Partners (The Blackstone Group) and US Bank.

David earned a B.A. in Economics from Union College.

Matthew is a Managing Director and Sector Head at SGV Investments Falcon.

Prior to joining to SGV Investments, Matthew was a Vice President for Culbro (family office) in a private equity role and with Banc of America Securities’ Leveraged Finance team.

Matthew has served on the Board of Directors of several companies, including current portfolio companies Sun Orchard, Chairmans Foods, Lakeview Farms and Mitra QSR. Prior affiliations include Lehman Brothers and Roynat Capital.

Matthew holds a B.S. degree from Kenan-Flagler Business School at UNC-Chapel Hill.

Bala is a Managing Director at SGV Investments Credit

Bala has more than 25 years of experience in corporate credit investing, spanning from performing credit to special situations, both in public and private credit markets. Prior to joining SGV Investments Credit, he was with Good Hill Partners where he built and managed a corporate credit portfolio. Before that, Bala was a senior investment professional at Perella Weinberg Partners, Citadel Securities and GSO Capital Partners. He began his career at Morgan Stanley, managing high yield and distressed research in both the US and Europe.

Bala graduated from Wharton Business School with an MBA in finance.

Eric is a Managing Director and Sector Head at SGV Investments Falcon and has been with Falcon since its inception.

Prior to joining SGV Investments, Eric was an Executive Director in the Leverage Finance/Merchant Banking Group of CIBC World Markets Corp. Prior affiliations include The Argosy Group L.P. and Kidder Peabody & Co.

Eric has served on the Board of Directors of numerous companies, including current portfolio companies FastMed Urgent Care and Ontario Drive & Gear Limited.

Eric received a B.B.A. from the University of Michigan School of Business Administration.

Irene is a Managing Director at SGV Investments Falcon.

Prior to joining SGV Investments, Irene was an investment banking analyst in the Health Care Group at Citigroup Global Markets in New York.

Irene has served on the Board of Directors of several companies, including current portfolio companies Gas Station TV, Vision Group Holdings, Rapid Advance and CP Converters.

Irene received a B.S. in Business Administration and a B.A. in Japanese Language and Civilization from the University of Colorado.

Matthew is a Managing Director at SGV Investments Falcon.

Prior to joining SGV Investments, Matthew was an investment banking analyst in the Telecommunications, Media and Technology Group at Bear, Stearns & Co. Inc. in New York.

Matthew currently serves on the Board of Directors of Cxtec and Encore Repair Services.

Matthew received a B.S. in Industrial and Labor Relations from Cornell University.

George is responsible for monitoring risk across the funds and at the client portfolio level. In addition, he is tasked with overseeing risk management at SGV Investments Credit, where again he is responsible for measuring and monitoring risk across the various product offerings.

George serves as Chair of the Board at Team Rubicon Global and is a Board Member of True Patriot Love Foundation.

George joined SGV Investments Credit following SGV Investments' acquisition of Gluskin Sheff in 2019. Before that, he worked at Goldman Sachs in London as an Executive Director in the Interest Rate Products group, managing rate and volatility risk across the various European interest rate curves. He also worked in the energy industry, structuring electricity and gas derivative transactions for the North American markets. Previously, he was a consultant with McKinsey & Company.

George is a registered Portfolio Manager and Commodity Trading Manager. He holds an MBA from Stanford University (Arjay Miller Scholar and Alexander A. Robichek Award recipient) and a Bachelor of Arts degree in Astrophysics from Harvard University (Summa Cum Laude).

Christian is a Team Leader and Senior Research Analyst of SGV Investments Credit.

Christian has 17 years of experience. Prior to joining SGV Investments Credit, he was an Investment Manager at Intermediate Capital Group where he invested in leveraged loans and high yield bonds for a variety of strategies, including CLO’s. Previously, he worked at National Australia Bank Group in Edinburgh and London.

Christian earned a B.Sc. from University College London.

Daniel is a Principal at SGV Investments Falcon.

Prior to joining SGV Investments, Daniel was an Associate Director at Hancock Capital Management in its mezzanine debt and private equity group. Previously, he was a Senior Associate at Balance Point Capital Partners and began his career at T.D. Bank, N.A. as a senior analyst in its Corporate Banking Group.

Daniel received a B.A and an M.B.A from The George Washington University.

Greg is a Trader of SGV Investments Credit.

Greg has 10 years of experience. Prior to joining SGV Investments Credit, Greg was a High Yield and Distressed Credit Trader at Lord Abbett. He was a member of the investment team that managed high yield, total return, bank loan and short duration strategies. Previously, Greg was a Credit Trading Associate at Morgan Stanley.

Greg earned an M.B.A. from Columbia Business School and a B.S. in Finance and Accounting (cum laude) from Villanova University School of Business.

Kate focuses on equity trading.

Prior to joining the firm in 2013, Kate was Head Trader at Sprott Asset Management and a Vice President at Jennings Capital, where she traded Canadian equities for institutional clients.

Kate is a Chartered Investment Manager (CIM®), a registered Associate Portfolio Manager of Gluskin Sheff and holds a Bachelor of Arts degree in Law from Carleton University.

Jordan is a Principal at SGV Investments Falcon, where he focuses on portfolio management and origination for direct lending strategies.

Jordan has 16 years of experience in credit. Prior to joining SGV Investments, he was an Associate in the Middle Market Leveraged Finance group of the Investment Banking Division at Goldman Sachs, where he focused on sponsor coverage and loan origination and worked with Walt Jackson. Previously, Jordan was a Fixed Income Analyst at SAC Capital Advisors and an Analyst in the Debt Capital Markets group at Standard Bank.

Jordan earned an A.B. from Princeton University and an M.B.A. in Finance from the Wharton School of Business at the University of Pennsylvania.

Mark is a Principal and Portfolio Manager of SGV Investments Credit, focused on third-party CLO tranche investing and structuring Onex-managed CLOs.

Prior to joining SGV Investments Credit, Mark worked at The Carlyle Group where he helped manage the global flagship structured credit fund, focusing on investment analysis, deal structuring and documentation. Prior to joining Carlyle, Mark worked in the Leveraged Finance group at Société Générale.

Mark earned a B.A. in Economics from Columbia University.

Chris is a Principal in the Opportunistic Credit Group at SGV Investments, where he focuses on special opportunities investing.

Prior to joining SGV Investments Credit, Chris was an analyst at HBK Capital Management where he covered distressed credit and event-driven opportunities, primarily in the Technology, Media and Telecom sector. Previously, he was with Gruss Capital Management where he focused on distressed credit and special situations. Chris started his career in the Mergers & Acquisitions group at UBS.

Chris earned a B.S. in Commerce from the University of Virginia McIntire School of Commerce.

Stevy is a Principal of SGV Investments Credit focused on Structured Credit.

Prior to joining SGV Investments Credit, Stevy was a Vice President in CLO structuring at Citigroup. where he focused on all aspects of the CLO issuance process, including quantitative and legal analysis, marketing and origination. Previously, at Citigroup, Stevy also worked on the high yield research team, publishing research on high yield borrowers.

Stevy earned a B.A. in Finance and Management from the Stern School of Business at New York University.

Berj is a Principal at SGV Investments Falcon.

Prior to joining SGV Investments, Berj was an Associate at Castanea Partners and an investment banking analyst in the Mergers and Acquisitions Group at RBC Capital Markets.

Berj received a B.S. in Economics from the Wharton School of the University of Pennsylvania and an M.B.A. from the Wharton School, where he was a Palmer Scholar.

Nikou focuses on fixed income and credit alternative strategies. She undertakes credit analysis of various corporate investment opportunities and contributes to portfolio management recommendations.

Prior to joining the firm in 2014, Nikou was a Vice-President at Blair Franklin Asset Management, which Gluskin Sheff acquired. Previously, Nikou worked at Sceptre Investment Counsel as an Analyst on its Fixed Income team and at CIBC World Markets in the securitization products area.

Nikou is a CFA® charterholder, a registered Portfolio Manager of Gluskin Sheff and holds a Bachelor of Commerce degree in Finance from McGill University.

Josh is responsible for developing solutions for risk management, compliance and investment tools across multiple asset classes.

Josh has over 20 years of experience in asset allocation, quantitative research and portfolio management. Prior to joining SGV Investments Credit, Josh was a Portfolio Manager for Global Tactical Asset Allocation at CPP Investment Board in . He was responsible for all portfolio management and research development of the Cross-Country Equity Allocation program within the GTAA team. Josh started his career at Morgan Stanley Investment Management in New York where he was a researcher for the Global Tactical Asset Allocation and Global International Allocation portfolio management teams.

Josh holds an M.Sc. in Financial Mathematics from the University of Chicago and a B.Sc. in Statistics from California Polytechnic State University, San Luis Obispo.

Michael is a Senior Research Analyst of SGV Investments Credit.

Michael has 11 years of experience. Prior to joining SGV Investments Credit, he was a Vice President and Senior Analyst at MidOcean Credit Partners where he was responsible for investments across liquid and opportunistic leveraged credit strategies, primarily in the Telecom, Media, and Entertainment sectors. Previously, Michael was a high yield credit research analyst with RBC Capital Markets. He began his career at Prudential Fixed Income on the high yield credit research team.

Michael earned a B.S. (cum laude) in Finance and Management from the University of Delaware. He is also a CFA charterholder.

Shankar is a Principal of SGV Investments Credit, focusing on Opportunistic Credit.

Shankar has eight years of experience. Prior to joining SGV Investments Credit, he was an Analyst at Davidson Kempner Capital Management with a focus on distressed credit and event-driven opportunities. Previously, Shankar worked at Lazard as an Investment Banking Analyst in the Restructuring Group.

Shankar earned a B.S. in Finance and Accounting from the University of Illinois at Urbana-Champaign.

Aniket is a Principal in the Opportunistic Credit Group at SGV Investments, where he focuses on special situations investing.

Prior to joining SGV Investments Credit Aniket worked at York Capital Management as a Research Analyst and Vice President, with a focus on distressed and event driven credit. Previously, he worked at Evercore as an Investment Banking Analyst in the Restructuring Group.

Aniket earned a B.S. in Economics (magna cum laude) with a concentration in Finance from the Wharton School at the University of Pennsylvania.

Monica is a Research Analyst of SGV Investments Credit, focusing on Opportunistic Credit.

Monica has 13 years of experience. Prior to joining SGV Investments Credit, Monica work at Apple as a member of the Business Planning team in Worldwide Operations. Previously, she worked at CIFC Asset Management as a Vice President, Investment Research, and at J.P. Morgan as an Investment Banking Analyst.

Monica earned an M.S. in Finance from the Washington University Olin Business School and a B.A. in Finance & Economics from the University of International Business and Economics in Beijing, China.

Brendan is a Principal at SGV Investments Falcon.

Prior to joining SGV Investments, Brendan was an investment banking analyst in the Consumer Retail & Business Services Group at Deutsche Bank in New York.

Brendan received a B.S. in Finance and B.S. in Accounting from The Carroll School of Management Honors Program at Boston College.

Jonathan is a Principal at SGV Investments Falcon.

Prior to joining SGV Investments, Jonathan held investment banking positions with Barclays Capital and Imperial Capital.

Jonathan currently serves on the Board of Directors of FastMed Urgent Care.

Jonathan received a B.S. in Business Administration with a concentration in Finance from the Kelley School of Business at Indiana University.

Rekha is a Senior Research Analyst at SGV Investments Credit.

Rekha has eight years of credit experience. Prior to joining SGV Investments Credit, Rekha worked at UBS Investment Bank and then at Scotiabank, where she structured and advised on senior loan transactions.

Rekha earned a B.S. in Business and Economics from Lehigh University with a concentration in Finance.

Alex focuses on fixed income and credit alternative strategies. He undertakes credit analysis of various corporate investment opportunities and contributes to portfolio management recommendations.

Prior to joining the firm in 2010, Alex was a Vice President, Fixed Income Trading and also a Research Associate for a co-op term with Gluskin Sheff’s Investment Management team.

Alex is a CFA® charterholder, a registered Portfolio Manager of Gluskin Sheff and holds an Honours Bachelor of Business Administration degree (with Distinction) from Wilfrid Laurier University.

Sooji is a Principal of SGV Investments Credit focused on origination and underwriting for the Direct Lending platform.

Sooji has nine years of experience. Prior to joining SGV Investments Credit, she held positions focused on underwriting and coverage at Deutsche Bank and Citigroup. Previously, she was a Credit Underwriter at CION Investments (formerly known as ICON), a middle-market direct lending fund.

Sooji earned a B.S. at New York University’s Stern School of Business.

Frank is a Research Analyst of SGV Investments Credit.

Frank has six years of experience. Prior to joining SGV Investments Credit, he was a Vice President at Nomura as part of its Acquisition and Leveraged Finance group where he originated, structured and executed leveraged loan and high yield bond transactions for sponsors and corporate clients. Previously, Frank served as a military officer for five years in various roles.

Frank earned a B.S. from the United States Military Academy at West Point and an M.B.A. from Harvard Business School.

Tom is a Principal at SGV Investments Credit.

Prior to joining SGV Investments, Tom was an analyst at Pegasus Capital Advisors in New York.

Tom received a B.S. in Economics from the Wharton School of the University of Pennsylvania and a B.A. in International Studies and German Studies from the College of Arts and Sciences.

Michael is a Principal in the Opportunistic Credit Group at SGV Investments, where he focuses on special situations investing.

Prior to joining SGV Investments, Michael was an Investment Banking Associate in the Leveraged Finance Capital Markets group at Goldman, Sachs & Co., where he focused on underwriting, structuring, and executing leveraged loan and high yield bond transactions.

Michael earned a B.S. from Tulane University, A.B. Freeman School of Business.

Andrew is a Senior Research Analyst of SGV Investments Credit.

Andrew has 23 years of experience. Prior to joining SGV Investments Credit, Andrew was a Securities Analyst for John A. Levin & Co.’s event-driven strategies, where he worked with Stuart Kovensky, CEO. Previously, he worked as an Arbitrage Analyst for CIBC Oppenheimer & Co., a Vice President for Federal Filings, Inc. and began his career as a Staff Accountant at Matthews, Carter & Boyce.

Andrew earned a B.S. from The American University and an M.B.A. from George Washington University. He also passed the CPA exam.

Brad is a Fixed Income Trader for SGV Investments Credit.

Brad has 18 years of industry experience. Prior to joining SGV Investments Credit, Brad was a Senior Vice President in ESG Risk at Bank of America where he was responsible for managing ESG risk and overseeing various firmwide ESG initiatives. Previously, he worked as a Director in Credit Trading at Bank of America, Barclays and Deutsche Bank. Brad began his career as an Investment Grade Credit portfolio manager at Weiss Multi-Strategy Advisers and BlueCrest Capital Management.

Brad earned a B.S. in Finance from Georgetown University and an M.B.A from New York University’s Stern School of Business. He also holds an M.S. in Sustainability Management with a focus on Sustainable Investing from Columbia University.

Andy is a Principal of SGV Investments Credit focused on origination and underwriting for the Direct Lending platform.

Andy has 13 years of experience across credit and asset management. Prior to joining SGV Investments Credit, Andy spent eight years at Goldman Sachs, most recently as a Vice President in Leveraged Finance Investment Banking where he originated and executed financings supporting M&A and leveraged buyouts in the technology, media and telecom sectors. He was also a Vice President in its Risk Management & Advisory group where he managed risk to new financings and a leveraged loan portfolio. Previously, Andy spent five years at Cambridge Associates originating and evaluating hedge fund investment opportunities.

Andy earned an M.B.A. from the Yale School of Management and a B.A. in Philosophy from Colgate University.

Michael is a Vice President of SGV Investments Credit focused on origination and underwriting for the Direct Lending platform.

Michael has 11 years of experience with the last four spent in leveraged credit. Prior to joining SGV Investments Credit, he was an Investment Banking Associate at Deutsche Bank in the Leveraged Finance and Power and Utilities Group where he was responsible for transaction origination and execution in the leveraged debt markets. Previously, he held positions at KPMG in the Major Projects Advisory group and at Clark Construction Group.

Michael earned a B.S. in Civil Engineering from Lafayette College and an M.B.A. from Georgetown University’s McDonough School of Business.

Jacopo is a Vice President, European Credit for SGV Investments Credit.

Jacopo has eight years of experience. Prior to joining SGV Investments Credit, Jacopo spent four years at Invesco in the Senior Secured Management team where he focused on Healthcare and TMT companies. Jacopo began his career at Credit Agricole CIB in the High Yield Capital Market team in London.

Jacopo holds a Master of Science (Cum Laude) in Banking and Finance from Università della Svizzera Italiana (USI) in Lugano, Switzerland where he also earned his Bachelor of Arts in Economics.

Natalie is a Vice President, Business Management and works alongside SGV Investments Credit’s leadership team to support management of SGV Investments' credit platform.

Natalie has ten years of experience working in both Global and Hong Kong. Before joining SGV Investments Credit, she held various positions at Gluskin Sheff within the fixed income investment team and later as a business consultant. Prior to that, she worked at Deloitte, first in Audit and later in M&A Transaction Services.

Natalie is a CFA® charterholder and holds a Bachelor of Commerce degree from McGill University, with a Major in Accounting. She has also earned her Chartered Accountant (CPA, CA) designations.

Peter focuses on North American equities. He assists in managing portfolio risks to achieve capital preservation.

Prior to joining the firm in 2018, Peter worked at Scotiabank Global Banking & Markets as an Equity Research Associate and began his career as an Analyst in Scotiabank’s capital markets rotational program.

Peter is a CFA® charterholder, a registered Portfolio Manager of Gluskin Sheff and holds a Bachelor of Arts degree in Economics and Financial Management from Wilfrid Laurier University.

Andrew is a Research Analyst of SGV Investments Credit.

Andrew has eight years of experience. Prior to joining SGV Investments Credit, he was an Associate at Citigroup where he was part of its Leveraged Finance Portfolio group within the Corporate & Investment Banking division.

Andrew earned a B.S. in Business Administration from the Haas School of Business at the University of California, Berkeley.

Tara is a Vice President and the Chief Compliance Officer of SGV Investments Credit.

Prior to joining SGV Investments, Tara managed compliance coverage for the Goldman Sachs Asset Management Alternative Investments and Manager Selection teams. Previously, Tara served as a compliance officer at Evercore Wealth Management and Third Avenue Management. She started her career at Telligent Capital Management.

Tara received her B.S. in Finance from New York University.

James is a Vice President and member of the Investment Committee of SGV Investments Credit, with a focus on the firm’s European Liquid Credit strategies.

Prior to joining SGV Investments Credit, he was Vice President and Senior Credit Research Analyst at Alcentra focused on portfolio optimization of existing funds, and primary coverage for cyclical sectors across both par and distressed credit. Previously, James was a Credit Research Analyst on the High Yield team at Aberdeen Standard Investments.

James earned an M.B.A. from the University of Liverpool (1st Class Distinction) and a B.A. in Economics.

Ben is a Vice President, European Credit for SGV Investments Credit.

Ben has eight years of experience. Prior to joining SGV Investments Credit, he was a Vice President at Credit Suisse where he was a Credit Research Analyst on the Leveraged Loans trading desk. Previously Ben held positions in Leveraged Finance Capital Markets and the Financial Institutions Group within the Investment Banking Division of Credit Suisse.

Ben earned an MSc in Finance from the London School of Economics and a BA in Business Economics from the University of East London.

Yahya is a Research Analyst of SGV Investments Credit, focusing on Opportunistic Credit.

Yahya has six years of experience. Prior to joining SGV Investments Credit, he worked at J.P. Morgan as an Investment Banking Credit Associate in the Technology, Media & Telecom group.

Yahya earned a B.B.A. in Accounting from Baruch College.

Jeff is an Analyst of SGV Investments Credit in the Risk Management Group. He is focused on the measurement, analysis and reporting of the risk metrics used in overseeing the CLO business, and other Credit products.

Jeff has eleven years of experience. Prior to joining SGV Investments Credit, he held positions at Deloitte & Touche and ConvergEx.

Jeff earned a B.S. in Business Administration with a concentration in Finance from Montclair State University, where he graduated summa cum laude. He has successfully completed Level 1 of the CFA program and has held various securities licenses.

Alex is a Vice President at SGV Investments Falcon.

Prior to joining SGV Investments, Alex was a Vice President for AEA’s Private Debt Group in New York where he focused on underwriting and managing a portfolio of senior and junior capital loans. Previously, he held positions as an Assistant Vice President at BMO Sponsor Finance and as a Business Analyst at GE Antares Capital.

Alex received a B.A. in Economics from Tufts University.

Michelle is a Vice President at SGV Investments Falcon.

Prior to joining SGV Investments, Michelle was an investment banking associate in the Healthcare Group at Stifel in New York.

Michelle received a B.S. in Business Administration with a secondary major in Chinese from Washington and Lee University.

Daniel is a Vice President at SGV Investments Credit.

Prior to joining SGV Investments, Daniel was an investment banking analyst in the Financial Services Group at Jefferies LLC in New York.

Daniel received a B.S. in Management, with concentrations in Finance, Accounting and Economics from Boston College.

Andrew is a Vice President at SGV Investments Falcon. He is focused on originating, executing and monitoring private credit and structured equity investments. Prior to joining the SGV Investments Falcon team, Andrew was a core member of SGV Investments Credit’s private credit group, executing investments across performing and opportunistic investment strategies. He also worked on SGV Investments's acquisition of Falcon Investment Advisors (renamed SGV Investments Falcon) in 2020 where he was tasked with underwriting the acquisition.

Prior to joining SGV Investments, Andrew worked at Golub Capital, where he underwrote and executed senior, unitranche, junior, and late-stage venture debt transactions, as well as equity co-investments across a diverse range of industries in the middle market. Previously, Andrew held positions at MUFG Americas in the Sponsor & Leveraged Finance Investment Banking group, and at CIT Group in the Leveraged Finance Group.

Andrew earned a B.S. in Finance and Economics from Rutgers University.

David is a Compliance Officer of SGV Investments Credit. He is a member of the Legal and Compliance team with a focus on ensuring that SGV Investments Credit meets or exceeds compliance, ethics and integrity standards with respect to all applicable laws, regulations and accreditation requirements. David is responsible for day-to-day compliance operations and reporting.

David has 23 years of experience. Before joining SGV Investments Credit, he was a Compliance Associate at MKP Capital Management, where he oversaw and administered the compliance infrastructure. Previously, David was a Compliance Consultant at HedgeOp Compliance. Prior to, he worked at CT Corporation/Wolters Kluwer Company, Counsel Press and the New York County District Attorney's Office.

David earned a B.S. from Iona College.

Yehudah is a Director, Finance of SGV Investments Credit within the finance and operations team. He is focused on Bank Debt and CLO operations in both the US and European markets.

Yehudah has 16 years of experience. Prior to joining SGV Investments Credit, he held positions at the Bank of New York Mellon and Forex Capital Markets where he was primarily focused on bank debt and CLO activity.

Yehudah earned a B.S. in Finance from Yeshiva University.

Himan is the Director, Finance of SGV Investments Credit within the finance and operations team. He oversees the investment accounting and operations which includes the fund administration, operations and financial reporting for funds and investment managers.

Himan has 23 years of experience. Prior to joining SGV Investments Credit, he held positions at M.D. Sass, Marcum LLP, CohnReznick LLP, Grassi & Company and PricewaterhouseCoopers.

Himan earned a Bachelor of Commerce (Honours) from the University of Bombay and an M.B.A from the University of Maryland. Himan is a Certified Public Accountant in New York and New Jersey and a Chartered Accountant in India.

Andrew is a Director, Finance of SGV Investments Credit within the finance and operations team. He is focused on direct lending, trade settlements, fund financing, and overall efficiencies of the finance team.

Andrew has 16 years of experience. Prior to joining SGV Investments Credit, he held positions at Goldman Sachs & Co., GSC Group and Avis Budget Group.

Andrew earned a B.S. in Finance from the Smeal College of Business at Pennsylvania State University.

Mariel is the Associate Counsel of SGV Investments Credit. As Associate Counsel, Mariel assists the Associate General Counsel and General Counsel and Chief Compliance Officer with legal and compliance matters related to SGV Investments Credit and the investment portfolios managed by SGV Investments Credit.

Mariel has three years of experience. Prior to joining SGV Investments Credit, she practiced corporate law at Proskauer Rose LLP, with an emphasis on the representation of private investment funds in connection with the acquisition and disposition of large portfolios consisting of fund investments.

Mariel earned a B.A. from Penn State University’s Schreyer Honors College and a J.D. from William & Mary Law School.

Kyle is a Senior Associate at SGV Investments Falcon.

Prior to joining the firm, Kyle was an analyst in the Leveraged Finance Group at SunTrust Robinson Humphrey in Atlanta, GA, focusing on the technology, media, and telecommunications industries.

Kyle earned a B.S. in Business Administration from the Kenan-Flagler Business School of the University of North Carolina with a concentration in Finance.

Ben is a Senior Associate at SGV Investments Falcon.

Prior to joining the firm, Ben was an Investment Banking Associate with Flagstaff Partners in Melbourne, Australia.

Ben earned his Bachelor of Commerce with Honors in Finance from the University of Melbourne and an M.B.A from the Tuck School of Business at Dartmouth, where he was an Edward Tuck Scholar with High Distinction.

Chris is a Senior Associate for SGV Investments Credit.

Chris has two years of experience. Prior to joining SGV Investments Credit, he was an Analyst at Société Générale in London as part of its Leveraged Finance group where he focused on LBO financings in the UK, the Netherlands and Scandinavia.

Chris earned a B.A. in Economics from McGill University.

Istvan is a Senior Associate of SGV Investments Credit in the Risk Management Group. He is responsible for developing quantitative tools used by the Investment Management team.

Prior to joining the firm, Istvan was a co-op student for two terms with Gluskin Sheff’s Investment Management team.

Istvan earned a Bachelor of Applied Science in Systems Design Engineering with an option in Statistics from the University of Waterloo. He has successfully completed all 3 Levels of the CFA program.

Michael is a Senior Associate at SGV Investments Falcon.

Prior to joining the firm, Michael held investment banking positions as an Associate at Moelis & Company in Boston and an Analyst at VRA Partners in Atlanta.

Michael earned a B.S. in Accounting and Business Administration from Washington and Lee University.

Sylva is a Senior Associate for SGV Investments Credit.

Sylva has five years of experience. Prior to joining SGV Investments Credit, she was a Graduate Analyst at Aberdeen Standard Investments in Fixed Income with placements in Global High Yield, Leveraged Loans and Emerging Markets Credit.

Sylva earned a M.A. (Social Sciences) in Economics and Politics from the University of Glasgow.

Dian is a Senior Associate where hefocuses on building analytics tools to monitor and explain the factors contributing to movements in the portfolio.

Prior to joining the firm, Dian had been a quantitative analyst at CVC Credit Partners in New York where he maintained the firm’s analytics platform. He began his career as a summer analyst on the Quantitative Equity team at TD Asset Management in .

Dian graduated from the University of Waterloo with a Bachelors of Math in Financial Analysis and Risk Management and a minor in Statistics.

Alea is an Associate at SGV Investments Falcon.

Prior to joining the firm, Alea was an Associate in the Leveraged Finance Investment Banking Group at BofA Securities.

Alea received a B.B.A. from Villanova University's School of Business.

Joseph is a Research Analyst for SGV Investments Credit.

Joseph has four years of experience. Prior to joining SGV Investments Credit, Joseph was a Credit Analyst at Prudential, PGIM primarily in the Healthcare and Retail sector.

Joseph earned a B.S. in Business and Economics from Lehigh University with a concentration in Finance.

Joshua is an Associate and focuses on SGV Investments Credit’s Canadian equity strategies.

Prior to joining SGV Investments Credit, Joshua worked at Mackenzie Investments for two years across equity and fixed income teams.

Joshua holds a Bachelor of Commerce (Honours, First Class) degree from the Smith School of Business at Queen’s University.

Troy is an Associate at SGV Investments Falcon.

Prior to joining the firm, Troy was an Investment Banking Associate in the Leveraged Finance groups at Bank of America Merrill Lynch and Jefferies where he primarily covered sponsor-backed transactions.

Troy received his Bachelor of Business Administration with a focus in Finance from the Mendoza College of Business at the University of Notre Dame.

Andrew is a Research Analyst for SGV Investments Credit.

Andrew has four years of experience. Prior to joining SGV Investments Credit, Andrew was a Credit Analyst at PGIM Fixed Income covering the Energy and Automotive sectors.

Andrew earned a B.S. in Business and Economics from Lehigh University with a concentration in Finance.

Aaron is an Analyst at SGV Investments Falcon.

Prior to joining the firm, Aaron was an Analyst on the Technology and Media Investment Banking Team at Progress Partners. Before that, he was a member of State Street Bank's PDP (rotational leadership program).

Aaron received a B.S. in Finance and Economics from the Grossman School of Business at University of Vermont.

Sasha focuses on U.S. Equities and the Global Special Situations strategy.

Sasha has three years of experience. Prior to joining the firm, Sasha worked as an Equity Research Associate at RBC Capital Markets covering the real estate sector.

Sasha earned a B.A. in Economics and Statistics from the University of .

Siena is a Junior Trader of SGV Investments Credit and assists in trading and capital markets.

Siena has three years of experience. Prior to joining SGV Investments Credit, she worked at CVC Credit Partners as an Intern in Trading as well as Investor Relations and Credit Research.

Siena earned a B.A. (cum laude) from Colgate University.