Expertise Across Asset Classes, Geographies and Market Cycles

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Mr. Aingorn joined Crestline in 2019 and focuses on our Liquid Credit and Opportunistic Strategies, he is also a member of the ESG Committee.  Prior to joining Crestline, Mr. Aingorn was a Partner at American Industrial Partners (“AIP”) where he was responsible for the firm’s capital markets activities and investing in leveraged loans and high yield bonds.  Prior to AIP, Mr. Aingorn was a Portfolio Manager at BTG Pactual US Asset Management, where he built and managed a portfolio of par, stressed and distressed credit opportunities in the US and Western Europe.   Prior to BTG, Mr. Aingorn was a Senior Vice President at Plainfield Asset Management, where he sourced, structured and executed liquid and private special situation investments.  During his tenure at Plainfield Asset Management Mr. Aingorn also served on ad hoc creditor committees, representing creditor groups through corporate restructurings. Earlier in his career, Mr. Aingorn worked at Wellspring Capital Management and Lehman Brothers.  Mr. Aingorn has an MBA from the Kellogg School of Management at Northwestern University and graduated magna cum laude with a Bachelor of Science in Finance from the Leonard N. Stern School of Business at New York University.  Mr. Aingorn currently serves on the Board of Service Compression, LLC and as a Board Observer at Anuvu. Mr. Aingorn is the former Chairman of the Board of Members of Brick Power Holdings and a former Board Member of Airborne Tactical Advantage Company.

Mr. Arbour joined Crestline in 2007 and currently leads Crestline Summit Strategies including portfolio construction, strategic and tactical capital allocation, hedging and all underlying investment strategies. Prior to Summit's inception in 2015, he was the Head of Equity Strategies for Crestline Partners, the firm's fund of hedge funds. Prior to Crestline, Mr. Arbour was in the equities division at JPMorgan with a primary focus of generating and tailoring trades for hedge funds and institutional clients. His previous experience includes equity research at an institutional long-only investment firm. He holds a BBA in Finance from Texas Christian University, is a CFA charterholder, and is a member of the Dallas Fort Worth Society of Financial Analysts.

Mr. Bae joined Crestline in 2015 and focuses on investment analysis for the Crestline Summit Equity Alpha fund. Prior to joining the Firm, Mr. Bae worked as a Hedge Fund Associate with T3 Asset Management.  Mr. Bae graduated with honors with a B.S. in Finance and Economics from New York University’s Stern School of Business.

Mr. Blewitt joined Crestline in 2016 as Managing Director, Human Resources. He is responsible for ensuring the firm has the best talent in place at the right time, and for the creation and administration of programs that ensure Crestline’s HR practices, public relations efforts, culture, facilities, and work environment fully support the objectives of the firm. He is also a member of the ESG Committee. Prior to joining Crestline, Mr. Blewitt was Chief Human Resources Officer for Mount Kellett Capital Management, Head of Employee Services for Bridgewater Associates, Chief Learning Officer for both Comerica Bank and BankBoston, Vice President of Training for US Robotics, and spent almost a decade each at Goldman Sachs and GE in a variety of senior human resources and facilities roles. He attended Pace University and the University of Hartford.

Mr. Bratton is Founder, Chief Executive Officer, Co-Chief Investment Officer of Crestline Investors, Inc., the general partner of Crestline Management, L.P., the manager of a diversified family of investment products. He is the Chair of the Investment and Management Committees. Mr. Bratton has been an investment professional with organizations utilizing alternative asset strategies since 1983. He has extensive experience in credit strategies, hedge fund management, private equity and venture capital. Since 1989, Mr. Bratton has managed portfolios using these strategies on behalf of Crestline and the Bass family. During this period, he also negotiated alternative asset related purchases and joint ventures. These include: lift-outs of proprietary trading groups, seeding of asset managers and the acquisition of investment management organizations.

Mr. Bratton has been President of Crestline Investors, Inc. since 1997. Prior to founding Crestline Investors, he was employed by Taylor & Company, an investment organization associated with members of the Bass family, the Airlie Group, L.P., Investment, L.P. and Smith Barney Harris Upham. Mr. Bratton received a BS from North Carolina State University in 1981 and a Masters of Business Administration with Honors from Duke University in 1984.

Mr. Brown joined Crestline in 2017 and is a Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Brown was a Manager at CR3 Partners where he performed financial advisory, restructuring, detailed analysis, and transaction support for middle market clients to provide a successful restructuring.  Prior to that, he was a Senior Associate for glendonTodd Capital where he was responsible for sourcing, evaluating and executing investments, as well as managing and monitoring the activities of portfolio companies.  Mr. Brown graduated cum laude with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from Southern Methodist University.

Mr. Bullard joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Bullard work with Raymond James & Associates as an Investment Banking Analyst. Mr. Bullard received his BS in Business Administration from Washington University in St. Louis.

Mr. Choy joined Crestline in 2013 as a Senior Advisor to Crestline-Kirchner, a division focusing on mature and underperforming private equity funds, and subsequently joined the Fund Liquidity Solutions Group in 2018 as a Director. Mr. Choy has 25+ years of private investment and operational experience in technology and traditional sectors. Prior to Crestline, Mr. Choy was a portfolio manager with Kirchner Group and served as the successor General Partner for lower middle market private equity funds where he oversaw the management and turnaround of underperforming portfolios. Prior to that, Mr. Choy was with CIBC Capital Partners, the merchant banking operation of CIBC, where he executed transactions and worked closely with portfolio companies across a broad range of technology subsectors. Mr. Choy graduated with a BS in Electrical Engineering with a Telecommunications specialization from the University of Alberta and an MBA from the Rotman School of Management at the University of Toronto.

Mr. Christon joined Crestline in 2015 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Christon has 24 years of financial advisory and management experience with a focus on distressed investments, corporate restructuring, and business valuations. At Crestline, Mr. Christon has been involved with several portfolio financing and fund restructuring transactions. He also oversees the portfolio financing underwriting and asset management for the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Christon was with Waterview Advisors where he advised underperforming companies, performed business valuations and provided litigation support for clients in bankruptcy court. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Earlier in his career, he focused on business valuations and investment banking services for the firms Bernstein, Phalon & Conklin, and Houlihan Lokey. Mr. Christon holds an MA in Applied Economics, a JD and an MBA from Southern Methodist University, and a BS in Economics from Auburn University.

Mr. Cochran joined Crestline in 1998 and serves as the Chief Operating Officer of Crestline.  He is a member of the Management Committee, the Investment Committee and the ESG Committee. While at Crestline, he has also held the titles of CFO and CCO at various points in his career. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds.  Prior to joining the Firm in October 1998, he spent 10 years with KPMG L.L.P. (“KPMG”).    During his tenure at KPMG, a majority of his time was spent working with various hedge funds, investment companies, private equity firms, venture capital groups and broker dealers performing both audit and financial due diligence services.  Mr. Cochran received a B.B.A. in Accounting from Texas Christian University in 1987.

Ms. Cooley joined Crestline in 1998 and is Managing Partner and CIO of Crestline Summit Strategies, a multi-strategy, multi-PM, market neutral hedge fund manager. She also serves on Crestline Inc.’s (parent company) Management Committee. A veteran in the alternative investment industry, Ms. Cooley has experience as a portfolio manager, risk manager and trader in equity, fixed income and derivative markets. Ms. Cooley previously was the CIO of Crestline’s Hedge Funds of Fund business, overseeing manager selection and portfolio management, since joining the firm. From 1986 through 1997, Ms. Cooley was a derivatives trader and risk manager with Taylor and Company, an investment firm associated with the Bass Family of Fort Worth, TX (one of the earliest multi-asset, multi-strategy alternative asset managers). Ms. Cooley began her career in the investment industry at Manufacturers Hanover Trust Company (later merged into JP Morgan) where she specialized in futures markets in both New York and Chicago after receiving her BA in Economics from The College of William and Mary in 1983. Ms. Cooley serves on the Advisory Board of Texas Wall Street Women and on the Board of Directors of Catholic Charities of Fort Worth.

Mr. Couch joined Crestline in 2019 and is a Vice President in the Fund Liquidity Solutions Group. Most recently, he was a member of the Corporate Development Group at Texas Instruments where he evaluated M&A opportunities across the semiconductor industry and managed a portfolio of direct equity and VC investments on behalf of TI Ventures, including serving as a Board Observer for the Dataforth Corporation. Prior to Texas Instruments, he worked in the Financial Advisory Service practices at both Weaver and RSM, where he provided due diligence, valuation, and forensic services to a variety of middle market clients. Mr. Couch holds a B.S. degree in Business Administration from Trinity University and a M.S. in Accounting from Texas Christian University and is a CPA (inactive).

Mr. Davidson joined Crestline in 2021 and is a Vice President in the Opportunistic Strategies Group. Prior to joining Crestline, Mr. Davidson was a Vice President at Transwestern Investment Group (“TIG”) where he was responsible for sourcing, underwriting, and executing over $2.6B in real estate transactions across multiple investment platforms and strategies. Prior to TIG, Mr. Davidson was an Associate at Hudson Advisors L.P. where he supported the management, underwriting, and disposition of commercial real estate on behalf of Lone Star Funds. Earlier in his career, Mr. Davidson worked in the Institutional Real Estate division of BBVA Compass. Mr. Davidson graduated with a B.B.A. in Finance from Southern Methodist University.

Mr. Delaune joined Crestline in 2015 in the Opportunistic Strategies Group and leads the group’s real estate and co-investment transactions. Prior to joining the Firm, Mr. Delaune was a Vice President for Deutsche Bank in the Emerging Markets Credit Group. In this role Mr. Delaune focused on special situation credit across Emerging Markets (ex-Asia) and led the loan portfolio acquisition effort in Latin America. Prior to that, he was a research analyst in the Distressed Products Group within Deutsche Bank and focused on distressed and high-yield corporate credit. Mr. Delaune graduated from Washington & Lee University with a BS and Special Attainments in Commerce.

Mr. Derr joined Crestline in 2017 and is a Vice President in the Fund Liquidity Solutions Group.  Mr. Derr has 14 years of experience in investment banking, debt capital markets and credit underwriting.  Prior to joining Crestline, Mr. Derr worked for Macquarie Capital in the Leveraged Finance and Financial Sponsors Investment Banking groups in New York.  While at Macquarie, he was responsible for structuring, underwriting and executing senior and subordinated broadly syndicated and private loans for leveraged buyouts, recapitalizations and mergers of private equity-owned companies across several industries.  Before that, he held positions at Bank of America Merrill Lynch in New York within the Corporate Banking and Corporate Debt Products groups.  Mr. Derr holds a Bachelor of Science degree in Finance with a minor in Economics from Pennsylvania State University.

Mr. Didych joined Crestline in 2007 and is Managing Director of Crestline’s Investment Risk team. Prior to joining the Firm, Mr. Didych was Head of Market Risk Management, New York, at AMRO Bank N.V.  Mr. Didych led the team responsible for the market risk management of trading activities that cover Credit, Local Markets, Equity and IR Derivatives Desks.  In addition, he aggregated risk across the various products and trading desks to assess broader portfolio risks.  Mr. Didych graduated summa cum laude with a M.S. in Applied Math-operations Research from National Taras Shevchenko University of Kyiv, Ukraine and also has a M.B.A. with high honors from the University of Chicago.

Mr. Fillmore joined Crestline in 2021 as an Analyst in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Fillmore was a Senior Audit Associate at BDO USA LLP where he led audit engagements of private investment vehicles and lower middle market firms. Mr. Fillmore graduated with a M.S. in Accountancy and Data Analytics from the University of Mississippi. He is also a CFA Charterholder and a Certified Public Accountant.

Mr. Finch joined Crestline in 2009 from Northwater where he directed the hedge fund investment teams in Toronto and New York. At Crestline Canada, Mr. Finch manages all aspects of Crestline’s beta strategies including liability-driven and portable alpha investment structures as well as hedging programs for institutional investors. Prior to joining Northwater in 2002, Mr. Finch was a Vice President and Portfolio Manager for ING Investment Management Inc., where he had responsibility for derivative, option replication, fixed income, and index portfolios. Mr. Finch also designed optimal portfolios for ING’s insurance companies, incorporating their unique liability characteristics and tax and regulatory constraints. Mr. Finch holds an Honors Bachelor of Commerce degree from Queen’s University. He has received the designation of Chartered Financial Analyst (CFA) from the CFA Institute and is a member of the Toronto CFA Society.

Mr. Fischer joined Crestline in 2021 and is a Business Development Director in the Fund Liquidity Solutions Group. Mr. Fischer has 17 years’ experience in business development and alternative investments. Prior to joining Crestline, he was Director of Business Development at BDO for the Southwest Region Private Equity Services Group and a Regional Director of Business Development for Great American Group, a B. Riley Financial company. Earlier in his career, Mr. Fischer co-founded an alternative investment firm, NBM Group, and was a trading manager at Traditum Group, focused on interest rate strategies. He is the current President of the Secured Finance Network Southwest Chapter. He graduated with a BS in Biology from Boston College.

Mr. Friemel joined Crestline in 2018 and is responsible for investment origination and execution within Crestline's Opportunistic and Private Credit Strategies. Prior to joining the firm, he was CFO of Frontier Waste Holdings, a PE-backed solid waste management company headquartered in Dallas, TX. Prior to that, he was a Vice President of Environmental Services at Comerica Bank, focused on providing secured financing to privately held, waste management businesses across the United States and Canada.Mr. Friemel holds an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from Texas Christian University.

Mr. Gabay joined Crestline in 2013 and is a Vice President in the Fund Liquidity Solutions Group. Mr. Gabay has more than 15 years’ experience. Prior to joining the firm Mr. Gabay was an Associate Portfolio Manager with Northwood Family Office. Within the Fund Liquidity Solutions Group, Mr. Gabay is responsible for sourcing, underwriting, and managing transactions. In addition, Mr. Gabay has been involved in a number of fund restructuring transactions, is actively involved in managing a number of portfolios and represents the firm on several portfolio company boards. Mr. Gabay received his MBA from York University’s Schulich School of Business, and is a CFA charterholder.

Mr. Goldaris joined Crestline in 2022 as an Analyst in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Goldaris was a Bond Ratings Analyst at Standard & Poor’s Global Ratings rating both Corporate Leveraged Loans and Structured Securitized Bonds. Prior to joining S&P, Mr. Goldaris was an Institutional Sales Consultant for Fidelity Investments. Before his career in Finance, Mr. Goldaris served as a United States Army Officer during both Operation Enduring Freedom and Operation Inherent Resolve). Mr. Goldaris graduated with Honors from Indiana University – Kelley Business School with a B.S. in Economic Consulting, and a B.A. in Criminal Justice.

Mr. Golio joined Crestline in 2017 and is part of the Client Partnerships Group.  Prior to joining Crestline, Mr. Golio was a Partner for Constellation Associates providing private credit third-party institutional marketing services primarily to direct lending and opportunistic managers.  He specialized in direct lending, opportunistic, CLO, mezzanine and other illiquid strategies.  Prior to Constellation, he was a Managing Director and the Chief Operating Officer of U.S. institutional distribution for Morgan Stanley Alternative Investment Partners.  His responsibilities encompass national distribution efforts across fund of hedge funds, private equity fund of funds and real estate fund of funds business.  Before joining Morgan Stanley, Mr. Golio was a Managing Director and Co-Head of Customized Solutions for UBP Asset Management LLC, where he was responsible for U.S. institutional clients and consultants and developing a marketing strategy that increased the firm’s assets two-fold.  Previously, he was a Partner and Head of Business Development at Double Alpha Group, Inc. statistical arbitrage hedge fund and a Senior Vice President at Zurich Capital Markets, Inc. Hedge Fund Structured Products and Managed Assets business.  Mr. Golio received a B.S. in Accounting with a minor in Economics from the State University of New York at Oswego.

Mr. Grunow joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. and Masters in Accounting from The University of Texas at Austin. Mr. Grunow currently serves on the Board of Directors of Broadvoice, bMedia, and GiGstreem and is a former board member of Actifio, Inc.

Michael joined Crestline in 2015. Prior to Crestline he worked at BAML, Credit Suisse/DLJ, McKinsey and JP Morgan, over 26 years, principally in credit-focused roles, responsible for a variety of Distressed, Special Situations and Leveraged Finance businesses in Europe. He served with the British army in Germany and was educated at Oxford and Harvard.

Mr. Hodgdon joined Crestline in 2021 as President and Board Director of the Crestline Insurance Business. Mr. Hodgdon has had extensive experience as a CEO and Board Director in leading multiple Life and Annuity insurance and reinsurance companies, and is recognized as an industry leader in the U.S. and International insurance markets. Mr. Hodgdon spent several years in Ireland as Chairman and CEO leading the AEGON insurance and reinsurance expansion in Europe. He was a past Chairman of DIMA and member of the Taoiseach Insurance Finance Committee and was integrally involved in the European Life Reinsurance and initial Solvency II directive. Mr. Hodgdon has a Bachelor of Science degree from Concordia University.

Mr. Hudson joined Crestline in 2017 in the Opportunistic Strategies Group.  Prior to joining the Firm, Mr. Hudson was an Associate for DalFort Capital Partners where he focused on underwriting and managing investments in the industrial manufacturing and specialty chemical sectors.  Prior to his role at DalFort Capital, Matt began his career as a Credit Analyst at Frost Bank where he underwrote and managed senior secured loans across a variety of industries. Mr. Hudson received his B.B.A. in Finance and Entrepreneurial Management from Texas Christian University and an M.B.A. in Finance and Strategy from Southern Methodist University.

Mr. Jackson joined Crestline in 2015 and is a Director for the Crestline Summit Equity Alpha fund. Prior to joining the firm Mr. Jackson worked at Brown Graham & Company, P.C. in the audit/tax department and helped assist in valuation and litigation cases. Mr. Jackson received his Bachelor of Business Administration degree from West Texas A&M University in Accounting.

Ms. Jarratt joined Crestline in 2022 and is responsible for West Coast client partnerships. Prior to joining Crestline, Ms. Jarratt was an Executive Vice President at PIMCO focused on institutional account management and business development. Previously, Ms. Jarratt spent nine years managing and developing client relationships at BlueMountain Capital Management and Empyrean Capital Partners, where she gained experience across liquid and illiquid credit strategies. Ms. Jarratt began her career at Cambridge Associates and holds a BA in economics from Boston College.

Ms. Jolas joined Crestline in 2022 and is an Associate in the Fund Liquidity Solutions Group. Prior to joining Crestline, Ms. Jolas worked for Deloitte Corporate Finance in their Investment Banking Division where she was responsible for creating financial models, developing marketing materials, and conducting due diligence associated with sell-side transaction processes. Ms. Jolas holds a B.B.A in Finance and a B.A. in Spanish from the University of Texas at Austin.

Mr. Jordan joined Crestline in 2016 and is Head of the Client Partnership Group. Prior to joining Crestline, Mr. Jordan spent 10 years at GoldenTree Asset Management, most recently as Partner & Co-Head of Business Development and a member of GoldenTree’s Executive Committee. Prior to GoldenTree, Mr. Jordan was a Partner of High Yield Sales at Wasserstein Perella, where in 1998 he was voted Institutional Investor’s, Bond Week, High Yield salesman of the year. Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Mr. Jordan has been involved in credit markets and in many cycles where he has learned humility and the importance of collaborating with colleagues and clients.

Mr. Keith joined Crestline Investors in 2010 and is currently the operational lead for the Firm’s direct lending strategy. Mr. Keith has been instrumental in the development of the Firm’s direct lending reporting platform. Prior to assuming an operational role with the initial launch of Crestline Specialty Lending I in 2014, Mr. Keith was an Associate with the Firm's Client Service group. Prior to joining the Firm, Mr. Keith was an Investor Accounting Analyst and Investor Reporter with Bank of America. Mr. Keith is a graduate of Florida State University where he received a B.S. in Finance.

Mr. Kirim joined Crestline in 2021 as a Vice President in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Kirim was a Risk and Valuation Specialist at Bloomberg LP where he led business development for Bloomberg's suite of independent pricing, liquidity, and enterprise risk solutions. Prior to joining Bloomberg, Mr. Kirim spent 10 years overseeing valuation, accounting, and portfolio risk operations at State Street and BNY Mellon. Most recently, he was responsible for the development and execution of valuation control policies and NAV oversight within State Street's asset servicing business. Mr. Kirim graduated magna cum laude with a B.A. in Finance and B.A. in Spanish from Pacific Union College. He is also a CFA Charterholder and CAIA Charterholder.

Ms. Kizer joined Crestline in 2018 and has worked in both the Opportunistic Strategies Credit Group and Client Partnership Group (current). Prior to joining the Firm, Ms. Kizer worked at Northern Trust focusing on public markets and hedge fund strategy. Ms. Kizer received her B.B.A. in Finance and Accounting from Texas Christian University and her Masters in Accounting from Texas Christian University. Ms. Kizer is a CFA charterholder and is a registered Certified Public Accountant in the state of Illinois.

Ms. Kruse joined Crestline in 2007 and is Head of Marketing, Head of ESG, and is a member of the ESG Committee. Prior to joining Crestline, Ms. Kruse worked in the loan origination division at Chase Home Finance. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. in Marketing.

Ms. Lilly joined Crestline in 2015 and is the Chief Operating Officer for the Crestline Summit funds. Prior to joining Crestline, Ms. Lilly was the Director of Operations at Paradigm Advisors with responsibilities in various capacities of the business including compliance, research, operations, and Investor Relations. Prior to joining Paradigm Advisors, Ms. Lilly was a Financial Representative at Fidelity Investments working in trading, client service, and branch operations, as well as serving as a point person to Fidelity’s high net worth clientele. Ms. Lilly graduated Magna Cum Laude with a B.A. in Psychology from Lee University.

Mr. List joined Crestline in March, 2019. Mr. List has more than 25 years of expertise providing executive management, interim management, turnaround, and financial/restructuring advisory services. Most recently he was a Partner of CR3 Partners, LLC, a national restructuring firm, with an individual focus on interim management, in and out of court restructuring and M&A. Prior to that, Mr. List spent four years heading the corporate asset management group of Mount Kellett Capital Management, a $7B Private Equity firm focused on special situations investments in North America, Europe, and Asia. Earlier in his career he worked with Mattress Giant Corporation, Crossroads LLC, and KPMG. Mr. List received his BBA in Accounting from the University of Oklahoma, and is a Certified Public Accountant (CPA), Certified Turnaround Professional (CTP) and Certified Insolvency and Restructuring Advisor (CIRA).

Mr. Loeffler joined Crestline in August 2010.  He heads operations for the Credit & Opportunistic Strategies platforms.  Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team.  Mr. Loeffler began his career as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies.  Mr. Loeffler is a CPA.  He received a B.B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business.

Mr. Mabry joined Crestline in 2006 and is responsible for investor relations.  Prior to joining the Firm, Mr. Mabry served as Vice President of North American Institutional Accounting at JPMorgan.  His department provided accounting services to over 350 clients encompassing $620 billion in assets.  Prior to JPMorgan, Mr. Mabry was Vice President of Fund Accounting at OppenheimerFunds, Inc., where he was responsible for an operations department which provided mutual fund, separate account and hedge fund accounting services.  Mr. Mabry has a B.B.A. in Accounting and a M.B.A. from Texas Tech University and was certified as a public accountant in the state of Colorado.

Mr. Mack joined Crestline in 2015 and serves as a Director in the Credit and Opportunistic Strategies Group. Prior to joining the Firm, Mr. Mack was an Investment Banking Analyst with Barclays Capital, focusing on debt advisory. He received his BS in Finance from Lehigh University and MBA from University of Virginia.

Mr. Mahajan joined Crestline in 2016 and is a Managing Director of the Fund Liquidity Solutions Group and a Senior Portfolio Manager of the Portfolio Financing Fund. Mr. Mahajan has 21 years of experience in private equity, banking and consulting. Prior to joining Crestline, Mr. Mahajan spent two years at Macquarie Asset Management targeting portfolio lending and structured debt solutions for mature private equity funds, as well as secondary transactions. Previously, Mr. Mahajan spent nine years at PineBridge Investments (f/k/a AIG Investments) where he was most recently a Director and senior member of the $8 billion Private Funds Group. In that capacity, he was responsible for sourcing, due diligence, negotiating and monitoring of secondary private equity transactions on a global basis. Prior to joining PineBridge, he worked on private equity and merger and acquisition opportunities at New York-based investment firms Chatterjee Group (formerly affiliated with Soros Funds) and Arcadia Investment Partners. During his career, Mr. Mahajan gained substantial operating experience at Oblix, a technology firm and portfolio company of Kleiner Perkins and APAX Partners, which was acquired by Oracle. Mr. Mahajan began his career with Deloitte Consulting where he advised multinational clients in energy, telecom, insurance, utilities and the technology sector. He holds a BS in Computer Science and Engineering from Indian Institute of Technology, Delhi, and an MBA from Columbia Business School.

Mr. Marchak joined Crestline’s European Office in 2018, after a year on secondment. Prior to joining the firm, Mr. Marchak worked in PwC’s business recovery and restructuring practice, advising stressed/distressed companies and their stakeholders and implementing restructuring solutions ranging from distressed M&A through to insolvency. Prior to this, Mr. Marchak worked for Scup, a Brazilian social media marketing technology business and was responsible for establishing their initial US and international presence. He has a double Msc in Finance and International Management from ESADE Business School, a Bsc in Accounting and Finance from Warwick University and is a Chartered Accountant.

Mr. Martino joined Crestline Investors in 2022 and is a Director in the Opportunistic Strategies Group. Prior to joining the firm, Mr. Martino was a Managing Director at Saratoga Investment Advisors, where he was responsible for originating, structuring, and executing middle market private credit and equity investment opportunities. Mr. Martino began his career as an analyst within Credit Suisse First Boston’s Investment Banking Department and later as an Associate within Gleacher Partners’ Mergers & Acquisitions Group. He received a BA in Economics from Bucknell University and is a CFA charterholder.

Mr. McGowan joined Crestline in 2020 and is the Deputy Chief Compliance Officer. He is also a member of the ESG Committee.  Mr. McGowan was previously the Deputy Chief Compliance Officer and Head of Surveillance at Carlson Capital in Dallas from 2016 – 2020 overseeing the firm’s transactional compliance program and serving as a member of the firm’s Best Execution and Soft Dollar Committee and the Compliance Committee.  From 2008 – 2016, Mr. McGowan had worked on the Equities Compliance Advisory Teams of UBS, Deutsche Bank, and JP Morgan in New York providing compliance coverage and guidance to the cash equities, derivatives, and capital markets business lines.  Mr. McGowan was a regular representative of his firms in various industry groups including SIFMA and FIF and served as the chairperson for JP Morgan’s Equities Best Execution Committee.  Mr. McGowan is admitted to practice law in New York and Texas.  Mr. McGowan received his JD at St. John’s University in 2006 and BA at the College of the Holy Cross in 2003.

Jonathan Morgan joined Crestline in 2019 and is focused on the Firm’s Insurance/Reinsurance Strategies.  Mr. Morgan has 20 years of investment experience focused predominately in credit related assets.  Prior to joining Bratton Capital, he was a portfolio manager at a Dallas based family office. He previously worked for Avenue Capital and One East Partners, both credit focused hedge funds.  He began his career a Lone Star Funds, a distressed private equity fund.  Mr. Morgan received a BBA degree from the University of Texas at Austin and an MBA degree from the Wharton School at the University of Pennsylvania.

Ms. Naegeli joined Crestline in 2020 and is an Associate in the Fund Liquidity Solutions Group. Prior to joining Crestline, Ms. Naegeli worked for J.P. Morgan Chase in the Middle Market Banking and Specialized Industries Group and was responsible for underwriting senior debt facilities for clients in various industries. She holds a Bachelor of Business Administration in Finance from Southern Methodist University.

Mr. Nelson joined Crestline Summit (Crestline's multi-PM, multi-strategy equity-oriented hedge fund business line) in 2022 and is a Managing Director, Head of Client Partnership Group, Summit Crestline.  Mr. Nelson has 30+ years of investment industry leadership and distribution experience.  In his role at Crestline Summit, he is responsible for distribution as well as investor and consultant relations.  Prior to joining Crestline Summit, he was Global Co-Head of Business Development & Investor Relations at Eisler Capital.  Previously, he was Head of the Investor Group at Autonomy Capital, a global multi-asset class, global macro alternative investment manager.  Prior he was the Chief Operating Officer at Deephaven Capital Management, a global multi‐strategy alternative investment manager. Prior to Deephaven, Mr. Nelson was Chief Operating Officer at Provident Advisors LLC, a multi‐strategy alternative investment manager. He previously served as the Executive Vice President of Allianz Dresdner Asset Management where he was the head of the single strategy hedge fund business and as President of American Express Asset Management’s Advisory Capital Strategies Group, and Senior Managing Director of Alternative Investments where he led the single‐manager hedge fund and multi‐manager, fund of hedge funds businesses. Scott holds a B.A. from Gustavus Adolphus College.

Mr. Norton joined Crestline in August 2019. He joined from Wells Fargo Capital Finance (UK) Limited (formerly Burdale Financial Limited – acquired by Wells Fargo in 2012) where he spent fourteen years originating, structuring and syndicating asset-based loans in the UK and cross-border Europe. Prior to this he was Head of Corporates for Commerzbank AG, London Branch for eight years managing the relationship management (origination), trade finance and cash management teams. He held roles before that with the common theme of working for foreign banks in London. Mr. Norton holds an MBA from Cranfield School of Management, a BSc from Imperial College, London and began his professional career as a graduate engineer at Rolls-Royce plc. He is a Freeman of the City of London.

Ms. Oppliger joined Crestline in 2020 and is part of the Client Partnership Group. Prior to joining Crestline, Ms. Oppliger served as Investor Relations for Lantern Asset Management where she was responsible for managing and enhancing relationships with existing partners and overseeing client development efforts for prospective investors. Ms. Oppliger began her career with the Law Offices of Phalen, Bicknell and Markle, serving in client relations and case management. Past appointments include Bisignano, Harrison & Neuhoff, LLP, where she focused on estate planning, trust and estate administration. Ms. Oppliger is a graduate of Pittsburg State University where she received her B.S. and Southern Methodist University, Cox School of Business where she received an M.B.A.

Ms. Ortegon joined Crestline Investors in December of 2010.  Prior to joining the Firm, Ms. Ortegon worked as a Data Warehouse Technologist and provided ongoing development, maintenance and testing of new and existing processes and structures.  Ms. Ortegon graduated from Texas A&M University with a B.S. in Computer Science.

Mr. Palmer joined Crestline in 2015 in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Palmer was Vice President for the Special Situations Group at Goldman Sachs where he evaluated potential investments ranging from senior debt to preferred equity and warrant investments. Mr. Palmer began his career as a financial analyst with Houlihan Lokey Howard & Zukin. Mr. Palmer graduated magna cum laude with a BBA in Finance and Accounting from Texas Christian University. Mr. Palmer currently serves on the Board of Directors of Broadvoice, Evocative, GiGstreem, FinditParts, bMedia Group and is a former board member of SpringCM, Inc., Riversand Technologies and Actifio, Inc.

Mr. Pangrac joined Crestline in 2023 and assists the General Counsel on the Legal/Compliance team. Prior to joining Crestline, Mr. Pangrac worked at Ropes & Gray LLP and Kirkland & Ellis LLP and before attending law school, he was a helicopter pilot in the U.S. Navy. Mr. Pangrac has a J.D. from Stanford Law School, an M.S.A. from the Naval Postgraduate School, an M.A. from Georgetown University and a B.S. from the U.S. Naval Academy.

Mr. Panna joined Crestline in 2015 and is responsible for the European Opportunistic investments.  Mr. Panna was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund, one of the first private credit funds of its type in Europe.  Prior to this role, he was Managing Director and Co-Head of European Special Situations at UBS in London.  Prior to UBS, he was a portfolio manager running a proprietary book of illiquid special situations investments at Credit Suisse in London where he joined Mr. Guy in 2004.  He has over 20 years of experience of investing in private capital transactions (structured equity and debt), financial restructurings, corporate finance advisory work and equity research experience.  He currently serves on the boards of RST and several other asset-owning holding entities.  He holds a BA from Lipscomb University, USA.

Mr. Payán joined Crestline in 2006 and heads Crestline’s Legal and Compliance team. Mr. Payan is responsible for overseeing a broad variety of legal, compliance and operational matters on behalf of the Firm including launching new products, serving as legal department touchpoint for investor and counterparty relationships, attending to strategic growth and expansion opportunities and internal matters such as employee matters and overseeing the compliance department. In addition, he is a member of the Firm’s Management Committee, a participant in the Opportunistic Investment Committee meetings, serves as secretary for the Firm’s Board of Directors, sits on the Firm’s reinsurance company Board of Directors and is integrally involved in the structuring, legal diligence and closing of investment opportunities. Prior to joining the firm, Mr. Payan worked at Akin Gump Strauss Hauer & Feld LLP as an Investment Fund/Corporate Attorney where he was responsible for advising and structuring hedge funds, private equity funds, fund of funds and a closed-end registered investment company in a variety of jurisdictions including the United States, Cayman Islands, BVI, Bermuda and the United Kingdom. Additionally, he has experience with the creation, implementation, and review of regulatory compliance programs. Mr. Payan has a J.D., a B.A. in History, and a B.A. in Ethnic Studies from the University of Texas. Mr. Payan also serves as a Trustee since 2009 and Member of the Investment Committee and Chairman of the Legislative Committee for the City of Fort Worth Employees’ Retirement Fund and serves on the Board of Directors of Capital for Kids. In 2022 Mr. Payan was recognized as General Counsel of the Year, small legal department, by the DFW Association of Corporate Counsel.

Mr. Philipp joined Crestline in 2013 and is a Partner of the firm in the Fund Liquidity Solutions Group, a Senior Portfolio Manager of the Portfolio Financing Fund and a member of the ESG Committee. Mr. Philipp has more than 27 years of experience in investment banking and alternative investments. Prior to joining Crestline, Mr. Philipp co-founded and managed several family-owned investment and advisory firms with holdings and operations around the world. Earlier in his career, he spent 12 years at Merrill Lynch, Deutsche Bank and Credit Suisse focused on providing structured financing strategies for alternative investment managers. He is a CFA Charterholder and a member of the Security Analysts of San Francisco. He graduated Summa Cum Laude from the University of Colorado.

Mr. Pigott joined Crestline in 2016 in the European Office. Prior to joining the firm, Joe was Managing Director, Fixed Income at Bear Stearns International. He was also a founding partner of the Pamplona Management’s Credit Opportunity Fund responsible for credit investing in their Credit Opportunities Fund and Portfolio Manager at Rosette Merchant Bank. Joe has a background in investing as well as fund structuring and marketing. Joe holds a BA in literature from the University of McGill and an MBA in Finance from McMaster University.

Mr. Pope joined Crestline Investors in November of 2009. He brings to the firm an in-depth knowledge of enterprise and commercial software development processes. His prior 13 years of experience include coding and managing projects in the Education, Financial Services, Commercial Real Estate, Healthcare, Oil & Gas, Logistics and Retail business sectors. Mr. Pope graduated from Texas A&M University with a B.S. in Agricultural Engineering.

Ms. Price joined Crestline in 2010 and is responsible for marketing and investor relation operational efforts within the Client Partnership Group. Prior to joining Crestline, she was a member of the Public Relations and Communications team at the North Texas Tollway Authority. Ms. Price is a graduate of the University of North Texas where she received her B.A.A.S in Business Administration.

Mr. Ramirez joined Crestline in 2015 in the Opportunistic Strategies Group.  Prior to joining the Firm, Mr. Ramirez was a Senior Director for FTI Consulting, Inc. in the corporate restructuring practice. In this role, Mr. Ramirez spent over six years providing restructuring advisory and turnaround services to distressed or underperforming companies.   Prior to joining FTI, Mr. Ramirez was a Vice President at Goldman Sachs where he spent five years within the Special Situations Group.  He was responsible for screening and structuring first-lien, second-lien, as well as minority equity investments in select transactions.  Mr. Ramirez began his career at the Archon Group, a real estate investment company wholly owned by Goldman Sachs.  He spent four years in underwriting and the portfolio management of investments in commercial office, industrial, and retail properties.  Mr. Ramirez graduated from Harvard University with a B.A. in Government.

Mr. Randhawa joined Crestline in 2022 and is a Vice President in the Opportunistic Strategies Group with a focus on Liquid Credit. Prior to joining the Firm, Mr. Randhawa was a Senior Associate at Starwood where he underwrote and managed investments across the infrastructure sector. Previously, he was an investment banking analyst in Jefferies. Mr. Randhawa graduated with a B.A. in Economics from the University of Miami and a MS in Finance from the University of Texas at Austin.

Mr. Randolph rejoined Crestline in 2020 after three years running Mahonia Partners, a hedge fund focused on closed-end fund arbitrage. He was previously Head of Research for the Diversified Funds business at Crestline, which he was part of from 2002 to 2017. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. He received a BA in Mathematics from Sewanee.

Mr. Redman joined Crestline in 2017 in the European Opportunistic Strategies Group. Prior to joining the Firm, Mr. Redman was an Investment Director at Next Wave Partners, a European private equity firm. Mr. Redman began his career at PWC in the deals tax and structuring group, has a BSc in Economics and Management from Cardiff University and is a Chartered Accountant. Mr. Redman serves on the board of directors of Foster Denovo and Ascona Group.

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Mr. Rich joined Crestline in 2017 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Rich has more than 25 years of experience, including over 20 years focused in credit origination, structuring, underwriting, trading and risk management. Prior to joining Crestline, Mr. Rich was a Director with LStar Capital, a credit affiliate of Lone Star Funds which is a global private equity firm with over $70 billion in aggregate capital commitments. At LStar, he was the lead underwriter in an ~$1 billion portfolio purchase of 67 stressed/distressed middle market credit investments. In addition, Mr. Rich managed capital markets efforts including sourcing new investment opportunities, secondary trading, and developing new institutional relationships. Prior to joining LStar, Mr. Rich was a principal of Three Seas Capital which was focused on leveraged credit investing strategies. Before that, he was a portfolio manager at Highland Capital Management, a credit-focused alternative asset manager with $23 billion in AUM. Prior to Highland, he was with Banc of America Securities focused primarily in leveraged finance.  Mr. Rich holds a B.S. degree in Business Administration from Kansas State University and an M.B.A. from Fuqua School of Business, Duke University with a concentration in Finance.

Ms. Roberts joined Crestline in 2005 and has been in the investment advisory industry for over 25 years and has experience in registration, regulatory filings, disclosing conflicts of interest, rules on personal trading, reviewing marketing materials and maintaining compliance policies and procedures. Ms. Roberts was named CCO in 2017 and is responsible for overseeing the firm’s compliance program. She leads the Compliance Committee and also sits on Crestline’s Valuation Committees. Prior to joining Crestline, Ms. Roberts worked at HBK Investments, L.P. as financial reporting manager. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as a Certified Public Accountant and a Certified Internal Auditor. She holds a BA in Economics from The University of Texas at Austin and a BBA in Accounting with honors from Texas Women’s University.

Mr. Robson joined Crestline in 2009 from Northwater where he was President of Northwater Capital Management Inc.  At Crestline Canada, Mr. Robson heads up the Toronto office, is responsible for business development and consultant relations for Canada and also acts a strategic relationship manager for various partner clients.  Before joining Northwater in 1996, Mr. Robson gained over five years of experience in investment policy analysis, index fund management, and derivatives investing with the Ontario Municipal Employees Retirement System (OMERS).  Mr. Robson holds an MBA from the University of Western Ontario.  He also holds the CFA designation and is a member of the Toronto CFA Society.

Ms. Romero joined Crestline in 2022 in the Opportunistic Strategies Group. Prior to joining the Firm, Ms. Romero was a Senior Associate for Guggenheim Partners in the Corporate Credit & Direct Lending group where she focused on underwriting and managing investments in the technology and software sector. Previously, she was an Associate at SunTrust Robinson Humphrey (now Truist) where she was responsible for underwriting syndicated debt transactions. Ms. Romero received her B.B.A. in Finance and Entrepreneurship from the University of Florida.

Mr. Rude joined Crestline in 2011 and assists the General Counsel on the Legal/Compliance team. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Mr. Rude received his J.D. and B.A. degrees from the University of Texas at Austin.

Mr. Sarkar joined Crestline in 2015 and is responsible for European Opportunistic Investments.  Mr. Sarkar was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund where he led a number of private market investments in asset backed special opportunities.  He has more than 15 years’ experience investing in special situations and private equity.  Over the course of his career, Mr. Sarkar has structured new facilities, led investments in asset backed platform companies, invested in the carve out of non-core businesses and both managed and invested in operational turnarounds.  Mr. Sarkar has a Masters in Finance from the London Business School and is a qualified accountant with more than 6 years’ experience at Ernst & Young and Arthur Andersen where he began his career.

Ms. Sassman joined Crestline in 2000 and manages the financial reporting and back office operations for the firm. Prior to 2012, Ms. Sassman served as Controller, responsible for financial reporting, treasury oversight and compliance matters. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. During her tenure at Crestline, Ms. Sassman has worked with fund of funds, private equity, lending, hedge fund, secondary and opportunistic strategies. Prior to joining Crestline, Ms. Sassman was a Senior Manager in KPMG’s audit practice with both public and private clients primarily in the investment industry. Ms. Sassman earned her B.B.A. in Accounting with honors from Tarleton State University..

Mr. Semple joined Crestline in 2011 and is responsible for Crestline’s Opportunistic and Private Credit Strategies. He is a member of the Management Committee, the ESG Committee and various investment committees.  Prior to joining Crestline, Mr. Semple was Vice President in the Special Situations Group for Goldman Sachs where he was responsible for originating, underwriting, executing and managing middle market debt and equity investment opportunities. Prior to joining Goldman Sachs, Mr. Semple worked as a credit analyst within the Special Opportunities Group for TQA Investors.  Mr. Semple has a BA in Economics from the University of Texas at Austin. He currently or has previously served on the Board of Directors of Urgent Team Holdings, Inc., Carepayment Technologies, Inc., Leading Pharma, LLC, Clinipace, Inc. and is a member of YPO.

Ms. Shchiglik joined Crestline Investors in 2016 and is currently Vice President of AML compliance and legal operations. Prior to assuming her responsibilities in legal and compliance in 2020, Ms. Shchiglik was an integral part of the firm’s client partnership group, focusing on investor relations and client onboarding. Prior to joining Crestline, Ms. Shchiglik worked as an investor relations professional for Zazove Associates, Crescent Capital Group, PennyMac, and Voyager Management and has been in the financial services industry since 2005. Ms. Shchiglik received an MBA from Graziadio Business School at Pepperdine University and BA in political science from Loyola Marymount University.

Ms. Slimmer joined Crestline Investors in 2009 and is currently serving as the Director of Fund Accounting. Ms. Slimmer is responsible for the oversight and reporting over various investment products managed by Crestline as well as managing administrator relationships and serving as a liaison to the auditors conducting the annual audit procedures over various investment products. Ms. Slimmer has worked with fund of funds, private equity, lending, hedge fund, secondary and opportunistic strategies during her tenure at Crestline. Prior to joining Crestline, Ms. Slimmer was a Senior Associate in the PricewaterhouseCoopers (PwC) audit practice serving both public and private clients in a variety of different industries including manufacturing, oil and gas, and financial services. Ms. Slimmer earned her B.B.A. in Accounting and Finance and her M.S. in Accounting from Texas Christian University.

Rich joined Crestline in 2021 and serves as the Senior Tax Manager. Prior to joining Crestline, Rich worked at Deloitte working on federal tax compliance. Rich has his B.B.A./M.P.A. in Accounting from The University of Texas.

Gary Sorensen joined CL Life and Annuity as the Director, Marketing and Sales.  Mr. Sorensen’s career in the financial services industry expands over 30 years working with multiple insurance companies.  Mr. Sorensen’s experience has provided him with a successful background in recruiting and supporting distribution in the fixed annuities and life insurance market. Mr. Sorensen is responsible for recruiting distribution partners, managing advisor relationships, and training on product and sales concepts.  He is involved in CL life’s product design and new business development. Mr. Sorensen received his Bachelor of Science degree from the University of Iowa.

Katrina Starkie joined CL Life and Annuity as the Director, Controller of Insurance Business.  Ms. Starkie brings over 15 years of industry experience having previously held Controller positions at multiple life insurance companies. Ms. Starkie has extensive experience in Statutory accounting and will manage CL Life’s financial processes, and overseeing the administration of the life and annuity business. Ms. Starkie received her Accounting degree from the University of Birmingham, England and is a Chartered Accountant.

Mr. Strauss joined Crestline in 2019 and focuses on the Opportunistic and Direct Lending strategies. Prior to joining Crestline, Marc spent the majority of his investing career at LStar Capital and FS Investments, where he was responsible for deal sourcing, execution and asset management for unitranche, junior capital, and special situation debt investments. In addition to his investing experience, Mr. Strauss provided debt advisory and capital raising services while working at Jefferies Financial Group and Rothschild & Co. Mr. Strauss has a BA from the University of Rochester, a JD from the University of Virginia, and a MBA from Columbia Business School.  Mr. Strauss currently serves on the Board of Directors of Genuine Health Group and Upperline Health

Mr. Terreri joined Crestline in 2022 and is an Associate in the Fund Liquidity Solutions Group and focuses on portfolio analysis and asset management. Prior to joining Crestline, Mr. Terreri was a Portfolio Analyst on the alternative investments strategy team for a single family office in Dallas, responsible for general portfolio management, investment due diligence, allocation strategy and performance analysis. He holds a B.S. degree in Mechanical Engineering from Texas A&M University and a M.S. degree in Management from the University of Notre Dame.

Mr. Vaid joined Crestline in 2015 and focuses on our Opportunistic Strategies.  Prior to joining Crestline, Mr. Vaid was Co-Founder and Managing Director of Frontier Investment Holdings.  At Frontier, Mr. Vaid was responsible for sourcing, acquiring and managing secondary credit assets, hedge fund side pocket assets and direct deal investment opportunities.  Prior to Frontier, Mr. Vaid was General Partner of Pacesetter Capital Group where he sourced, led and managed investments in technology and middle-market companies across growth equity, venture capital and debt investments.  He also founded a closed-end high yield debt fund and served as its President and CEO.  Mr. Vaid has a Bachelor of Engineering in Electronics and Telecommunications from Government College of Engineering Pune India, and Master of Science in Electrical and Computer Engineering and Master of Engineering Management from Dartmouth College.

Mr. Viscusi joined Crestline in 2019 and is a Senior Associate in the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Viscusi worked for BBVA in the Syndicated and Leveraged Finance group and was responsible for structuring, underwriting and arranging senior debt facilities in a variety of industries. Before that, he worked in the Financial Services audit practice with KPMG. Mr. Viscusi holds a B.S. in Business Administration from Oklahoma State University.

Mr. Walker joined Crestline full-time in 2017, and is the President of the Crestline Summit Strategies business unit. From 2012 to 2017 he was a Senior Advisor to Crestline Investments, Inc., focusing on potential acquisitions and new business opportunities. Walker was instrumental in the creation of Crestline Europe, and the Crestline Fund Liquidity Solutions and Summit Strategies business units. Walker has over 30 years of experience in the investment business managing both businesses and assets. Prior to his involvement with Crestline, he was a Partner and portfolio manager at Ranger Investments, was Managing Director, Chief Operating Officer and Founder of the BNP Paribas Global Relationship Management business in both New York and London where he had responsibility for all hedge fund counterparty credit, legal and operational risk. Prior to that, Mr. Walker was Managing Director of Fund Linked Derivative structuring and distribution at Zurich Capital Markets in New York. He also served as Director of Equity Derivatives at Credit Suisse First Boston in New York where he co-founded its Capital Introductions Group. This followed a career in Private Wealth Management. Mr. Walker is a former U.S. Army Captain and has a BBA from Texas Christian University. Outside of work, Mr. Walker is the Chairman Emeritis of Pathways, a charitable organization dedicated to life management with more than 22,000 graduates.

Mr. Wen joined Crestline in 2016 in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Wen was an Associate Director for the Private Equity Group at Black Diamond Capital Management. In this role, Mr. Wen focused on special situation investments across industries such as TV networks, telecommunications, cosmetics, and specialty chemicals. Mr. Wen began his career as an analyst with EY Corporate Finance, where he provided merger & acquisition evaluation and due diligence for several Fortune 500 companies in the Media & Entertainment industry.  Mr. Wen received a B.S. in Business Management from the Stern School of Business of New York University and he is a CPA.

Mr. Widmer joined Crestline in 2018 to lead the Corporate FP&A function, including forecasting, annual budgeting, and long-range planning. Mr. Widmer brings with him more than 10 years of modeling and finance experience. Prior to joining Crestline, he served as a Senior Associate at JP Morgan Chase, where he focused on credit analysis and portfolio monitoring across the cash flow-based lending platform. Mr. Widmer began his career at Fidelity Investments, where he served as a Financial Analyst and point of contact for Portfolio Managers. He received his MBA from the University of North Texas.

Mr. Williams joined Crestline in 2012 and is Managing Partner of Credit Strategies and Co-Chief Investment Officer. He is a member of the Management Committee and Investment Committees for all Credit Strategies. Mr. Williams has more than 24 years’ experience in alternative investments and restructuring advisor services.

Prior to joining Crestline, Mr. Williams spent the majority of his investing career at Goldman Sachs’ Special Situations Group where he developed and implemented liquid and illiquid distressed investing strategies and was responsible for deal sourcing and execution for private debt strategies. In addition to his investing experience, Mr. Williams provided restructuring and turnaround services to underperforming companies as a founding member of McKinsey & Company’s RTS group and a nationally recognized restructuring boutique. Mr. Williams has a BBA in Finance from Southern Methodist University and and MBA from Rice University.

Mr. Wong joined Crestline in 2019 in the European Office. Prior to joining the firm, Mr. Wong worked in EY within the Origination department where he identified and advised a mix of corporate clients across Europe and private equity firms on potential investment targets across different sectors. Prior to this, Mr. Wong worked in the Transaction Services team and performed financial due diligence on acquisitions and disposals for a range of private equity and corporate clients. He holds an MSc in Taxation Law from Oxford University, a BSc Accounting and Finance from Warwick University and is a Chartered Accountant.