Mr. Bagaria is the Advisors President and Chief Investment Officer. degree in Business Administration from Western New England University with a concentration in finance. In this regard, EagleTree has adopted a Diversity & Inclusion Statement and, in 2021, became a signatory to ILPAs Diversity in Action Initiative. She previously served as Partner at Wall Street Technology Partners LP and Director of the Dresdner Kleinwort Wasserstein Private Equity Group. Wasserstein & Co. to Sell High Pressure Equipment Company Blackstones real estate group saw similar evidence, and BAAM expected mortgage improvement based on results from its underlying hedge funds. The latest messages and market ideas from Afsane Jetha (@afsanejetha) on Stocktwits. Afsane Jetha started her career in finance at Merrill Lynch and Wasserstein Private Equity before gaining additional experience at Permira in London as part of the consumer team. This is bolstered by our expert shareholder base, which brings experienced strategic and operating partners to our transactions and best-in-class management teams. GSOs flagship hedge fund takes an activist or event-driven approach to credit. Junk bonds also fueled the leveraged buyouts of the 1980s, when firms like KKR targeted companies that had once turned deaf ears to shareholder demands. While non-investment-grade companies need capital, investors need yield, and alternative credit strategies like those offered by GSO provide a much-needed boost to returns for bond portfolios. Previously, Mr. Montana worked at State Street Investment Management Services where he was responsible for fund administration in Global Emerging Markets. From 2002 2004, Mr. McLellan worked as an analyst for Deutsche Bank focusing on Mergers & Acquisitions and Media Investment Banking. Prior to joining Alta Semper, Ahmed was a Director at CI Capital Investment Banking, a leading Cairo-based investment bank, where he sourced, led and executed several capital markets and M&A transactions. Wasserstein & Co. to Buy Back American Lawyer - DealBook At the same time that GSO is capitalizing on the void left by banks, it is also benefiting from historically low interest rates and unrelenting investor demand for credit investments. He holds an AB from Princeton University. He also serves on, and was formerly Chairman, of the Advisory Board of the Yale School of Management and is on the Board of the Cate School. Greg is responsible for oversight and portfolio management at PIC. In recent years, the firm has invested in pharmaceutical manufacturing, retail pharmacy, cancer care and diagnostics platforms in Egypt, Nigeria and Morocco. and co-managed the company for five years until its merger. Eleven months later the U.S. housing rebound is official and Hovnanian Enterprises is flourishing, expecting 2013 to be its first profitable year since 2006. The fund, which launched in August 2015 with a $750 million target and no hard-cap, is the largest fund to date for the firm. As one of the largest creditors of MBIA and holders of its equity, GSO had a big win last month when the Armonk, New Yorkbased provider of municipal bond insurance finally settled a dispute with Bank of America Corp. after years of wrangling over troubled mortgage-backed securities. We stand on this very busy street corner and see all this activity, says customized credit strategies partner Daniel Smith. In 2001, he established the Neue Galerie New York, of which he is President. GSO and Blackstone announced the deal in January 2008. GSO founders Goodman, Ostrover and Tripp Smith have emerged as lenders of last resort, filling the gaping financing void left by banks and opportunistic hedge funds in the wake of the 200809 financial crisis. No one has represented Blackstones opulence more than its billionaire co-founder Schwarzman, who in 2000 reportedly paid $37million for a 34-room triplex on Park Avenue and has owned vacation properties in the Hamptons; Jamaica; Palm Beach, Florida; and Saint-Tropez. MVision Performing, price-discounted debt that we expect to recover. The firm was formed in January 2001, when the merchant banking group of Wasserstein Perella & Co., Inc., a global investment banking firm, spun out to become an independent firm upon the acquisition of the remainder of Wasserstein Perella by Dresdner Bank. And this is good for the economy. TPG launched its own midmarket lender after the financial crisis and has both competed and partnered with GSO. Mr. Lauder also created Central European Media Enterprises, Ltd (NASDAQ: CETV), a leading commercial television company that reaches 95 million people in seven countries throughout Central and Eastern Europe. Having a better understanding of credit markets, having a better idea of how we could finance a creative idea, would make us better in private equity, says James. 2007: Bruce Wasserstein, American Investment Banker, Businessman, and Prior to Cordiant, she gained advisory experience as a Summer Analyst with the Investment Banking and Equity Capital Markets teams at Scotiabank in Toronto. GSO is hoping to be a big part of the transformation. The honeymoon was over quickly, though. Former Senior Vice President of North America Sales at Genesys. Credit to Steve, he really trusted me on this one, adds James, who says Blackstone was looking for an area of asset management with room to grow that would complement its existing private equity, real estate and fund-of-hedge-funds businesses. FEATURED TITLE: Inside the Fund Management Firm, BEST-SELLER: The Definitive Guide to Carried Interest, PE outperformed in US state pension portfolios over past two decades, Side Letter: PEI Awards winners revealed; Chinas PE governance overhaul, PEI Awards 2022: Game Changer of the Year Mark Carney, Investor Relations, Marketing & Communications Forum. Patience is the key, says Smith, adding that GSOs funds and compensation are structured in such a way that staffers dont have to feel compelled to put money to work in deals that dont make sense. Wasserstein & Co. is an independent private equity and investment firm, with offices in New York and Los Angeles. Prior to that, among other positions, Victoria Grace was a partner at Wall Street Technology Partners LP, a mid-stage technology fund, from November 2000 to February 2014, and a director of Dresdner Kleinwort Wasserstein Private Equity Group from November 2000 to October 2004. That also plummeted in value. The fund's final close was first reported . Garrett Moran, who ran the high-yield bond group at DLJ, says Goodman stalked him for six months, wanting to pitch his idea for a capital markets desk. GSO is actively managing the leveraged-loan ETF, the first of its kind. He also served on the Board of Directors of the Center for a New American Security and the National Guard Youth Foundation. Orkila Capital A Fundamentally Different Kind of SPAC | Nasdaq Before joining Wasserstein Debt Opportunities Management, LP, Mr. McLellan was a Senior Vice President at Sheffield Asset Management, LLC (Sheffield), a Chicago-based fund with a contrarian value orientation. Before that she worked at Apollo Global Management, the private equity firm, where she evaluated . PWP provides strategic, financial and process advice to Directors and other fiduciaries in connection with transactions where there is an actual, apparent or potential conflict. Prior to joining Apollo, Mr. Bagaria worked at Goldman Sachs & Co.s PIA (Goldman), Goldmans principal investment area responsible for the private equity and mezzanine funds. Ostrover, now 50, who helped build the leveraged-finance business at investment bank Donaldson, Lufkin & Jenrette during the 1990s, explained his idea for solving Hovnanians liquidity problems. Legacy ABOUT WASSERSTEIN. Mr. Lauder is currently the Chairman of Clinique Laboratories, a division of The Este Lauder Companies. OC403953. Mr. Jones is currently Chairman of Wasserstein & Co. Mr. Campbell received a B.S. They began their partnership at the global investment bank, Wasserstein Perella & Co., where they led the merchant banking group. Jones received his MBA from the Yale School of Management and his B.S. After the market bottomed in 2009, GSO launched its first rescue lending fund, which closed at $3.3billion. At Goldman, Mr. Bagaria worked primarily as an investor of GS Mezzanine, the largest mezzanine fund globally. GSO had partnered with TPG to buy a $2billion portfolio of bridge loans from Citigroup. While our focus is primarily on control equity investments, we have invested successfully across the entire capital structure spectrum, taking positions in preferred stock and various debt securities with compelling risk / return profiles. He has over 25 years of experience in investment banking and private equity and has been responsible for building and overseeing both industry and product groups at major investment banking firms. A patron of the arts and a noted collector, Mr. Lauder was Chairman of the Museum of Modern Art from 1995 to 2005 and now serves as the museums Honorary Chairman. But the GSO team immediately understood the annuity-like cash flow streams of music publishing and how much less volatile it is than recorded music and less subject to the decline of physical recorded media., Wiesenthal adds that GSO was flexible enough to let billionaire David Geffen, also an investor, participate in the transaction late in the game. He now manages its hedge fund. Hovnanian, for his part, was not convinced that the market would react as positively as Ostrover suggested. But in June 2004, John Mack, then CEO of CSFB in the U.S., announced he was leaving; the Credit Suisse board had decided not to renew his contract. GSO was an early investor in the shale gas industry, which has been whipsawed by volatile pricing and other events. 2005-2023 Wall Street Oasis. Mr. Montana joined Wasserstein Debt Opportunities Management, LP in 2014 as a Finance Associate. Marina joined Alta Semper in January 2019. So-called PE funds may also buy out . Mr. Montana earned a duel B.S. In the old days a bank might have been more willing to commit its balance sheet for long-standing clients, says Bennett Goodman, the 56-year-old G in GSO, who started his career at Drexel Burnham Lambert in the 1980s. Between 2005 and 2012, GSOs assets grew at a compounded annual rate of 29 percent. If you're happy with cookies click proceed. Bruce Wasserstein (1947 - 2009) - Genealogy - geni family tree Former partner at Wall Street Technology Partners and former Director of Dresdner Kleinwort Wasserstein Private Equity Group. My Top SPAC Play for 2021 - Data Intelligence. Mr. Jones is currently Chairman of Wasserstein & Co. Sony went to every bank it knew, including those in Japan, but couldnt get a $500million bridge loan. Zachary joined Alta Semper in 2016 and brings more than nine years of advisory and investing experience to the firm. Copyright 2023. Bruce Wasserstein was an American investment banker, businessman, and writer who began his career as an attorney with Cravath, Swaine & Moore. EagleTree continues to maintain policies and procedures that prohibit bribery and other illegal payments to public officials consistent with U.S. federal and state laws, and in an effort to protect our systems, networks, programs, devices and data from cyber-attacks, has implemented a robust cyber-security framework. Hints and clues to help you with today's Wordle. Todays Wordle #624 Hint, Clues And Answer For Sunday, March 5th, UFC 285 Results: Cody Garbrandt Defeats Trevin Jones In Return To The Octagon, The Early Returns Of Kevin Durant In The Phoenix Suns Offense, Desperate Russian Forces Are Sticking 80-Year-Old Naval Guns On 70-Year-Old Armored Tractors, Saturday, March 4. SUMMER analyst pay at smaller banks | Wall Street Oasis 1 underwriter for high-yield bonds, a distinction it would keep for 12 years. GSO was very synergistic and complemented our other businesses well.. Dresdner buys Wasserstein in $1.4 billion deal - Sep. 18, 2000 In Europe 70 to 75 percent of lending is done by banks. Martin Paev, CFA - Member of the Board of Directors - Sirma Group Drexel had unwittingly passed the high-yield baton to DLJ. About Wasserstein family. In the U.S. banks provide about 30 percent of lending, with capital markets and investors providing the remainder. Mr. Montana joined Wasserstein Debt Opportunities Management, LP in 2014 as a Finance Associate. She previously served as Partner at Wall Street Technology Partners LP and Director of the Dresdner Kleinwort Wasserstein Private Equity Group. While working at Sheffield from 2010 2016, Mr. McLellan led many of the largest positions analyzing long/short equity and credit investments. [8], In 2000, Wasserstein Perella ranked fifth in the U.S. as an adviser on mergers and acquisitions. How has the Suns' new starting group performed? Wasserstein Perella & Co. - Wikipedia Wasserstein & Co. manages capital on behalf of institutional and individual investors. Ibrahim holds a Bachelor of Laws and a masters degree from University of Paris I Panthon-Sorbonne, and a Bachelor of Laws from Cairo University. At the same time, the platform gives it a lot of different eyes into potential investments. Afsane Jetha started her career in finance at Merrill Lynch and Wasserstein Private Equity before gaining additional experience at Permira in London as part of the consumer team. With Drexel and Milken gone amid a recession, many market watchers thought high-yield financing would die. She has strong personal and professional ties to East Africa being a fourth generation Tanzanian. At that time, Drexel had a lock on the business. The overall number of key employees were 2. GSO LIKES A LITTLE, BUT NOT TOO much, market misery. Mr. Bagaria is a co-founder and serves on the Board of Directors of The Manitou School, a private elementary school located in Cold Spring, New York. Alta Semper Capital Exits Egypts Macro Group Pharmaceuticals with the Successful Conclusion of its IPO, Alta Semper considers healthcare investment opportunities in Egypt, The Head of the Egyptian Macro Group told Al-Sharq: We are studying the acquisition of a local company in 2022. They do it because they cant get the capital otherwise. And many companies say GSO doesnt scrape every penny out of a deal. The firm has financed well-known names like Chesapeake Energy Corp., struggling with weak natural-gas prices and controversy around its ex-CEO and needing capital to develop lucrative energy projects, and Sony Corp. while also providing $650million of capital to smaller homebuilding companies like the U.K.s Miller Group and $888million to companies in Europe last year, including Canberra Industries, Welcome Break and EMI Music Publishing. This Policy reflects our current approach to considering and addressing Environmental, Social and Governance (ESG) factors and which has been further developed and refined since we became a PRI signatory in 2019. In 2015, EagleTree spun out of Wasserstein & Co, which was formed in January 2001, when the merchant banking group of Wasserstein Perella became an independent firm. He was CEO since the firms formation in 2001 through 2012. Private Equity - Meaning, Investments, Structure, Explanation In 1995, Moran moved up to chief operating officer of fixed income, and Goodman took over all of leveraged finance. . (Though the hedge fund was launched in 2005, GSO has since stripped out mezzanine and other investments into separate funds.) Previously she was a partner at Wall Street Technology Partners LP, a $125mm mid stage technology fund. As a result, the high-yield and leveraged-loan markets never developed in Europe to the extent they did in the U.S. He was appointed Chief Compliance Officer in January 2017. He also serves on, and was formerly Chairman, of the Advisory Board of the Yale School of Management and is on the Board of the Cate School.Mr. At its peak, GSO had $475million in hedge fund exposure to homebuilders and related industries and put out $600 million in financing across private market vehicles. Wasserstein & Co. Portfolio Investments, Wasserstein & Co. Funds The then-54-year-old CEO figured he had little to lose by listening to Ostrovers pitch. document.write(new Date().getFullYear()); corporate development. The firm was launched in May 2013 by Rajay Bagaria with backing from Wasserstein & Co. Wasserstein & Co. is a private investment firm and the family office of the late Mr. Bruce Wasserstein, with offices in New York and Los Angeles. Prior to the IFC Ahmed developed his investment banking and corporate finance experience as a senior associate with Beltone Investment Banking, Ernst & Young and the Arab African International Bank. Thoughtful Electronics and Accessories for Smart Homes | Market leader and accessory manufacturer of smart home products such as Google Home, Nest, Ring, Arlo, Echo devices among others. Dealmaker Bruce Wasserstein, famously nicknamed "Bid 'em up Bruce," died at the age of 61 in 2009, leaving his heirs a fortune wrought from years of fierce deal making. The next year it acquired nine CLOs from Allied Capital Corp., and a year later it bought Harbourmaster Capital Management, a $10billion European leveraged-loan manager, and four CLOs from Allied Irish Bank. Jason New, a onetime bankruptcy lawyer who had been with DLJ since 1999 and worked on some of the most complex distressed deals, such as financing Level 3 Communications and Qwest Communications, joined GSO at the start. Our initiatives in this regard are carried out by our Philanthropic Committee, which identifies several nonprofit charities each year with whom employees volunteer and EagleTree supports. Thoughtful Smart Home Products Wasserstein Home Wasserstein & Co. - HedgeFundJobList In early 1988, Goodman started building the capital markets business at DLJ under Moran and James. The death of Lazard Ltd. Chief Executive Bruce Wasserstein will trigger the vesting of stock currently valued at $188 million, confirming Mr. Wasserstein's status as one of history's most highly . Afsane Jetha @afsanejetha - MyMiniFactory Afsane is tiedpe - Afsane Jetha @afsanejetha When the high-yield market trades at highs, we put out less capital, says Ostrover. The EagleTree Capital team is currently investing its fifth private equity fund, EagleTree Partners V, with over $1.1 billion of committed capital. Liverpool legend Roberto Firmino has offered himself to FC Barcelona through his agent, according to a report. From 2002 2004, Mr. McLellan worked as an analyst for Deutsche Bank focusing on Mergers & Acquisitions and Media Investment Banking. After two games, Kevin Durant looks to be extremely comfortable in the Phoenix Suns' offense. Our investment activities are focused on middle-market leveraged buyout investments and related investment activities. Now the emergence of alternative credit mirrors tools that equity investors have had with private equity, says TPGs Coulter. Wasserstein Death Payout: $188 Million - WSJ New York, NY 10036, Wasserstein & Co. is an independent private equity and investment firm, with offices in New York and Los Angeles. Victoria Grace is a founding partner of Colle Capital Partners LP, an opportunistic, early stage technology venture fund. It took a week before Hovnanian softened, but GSO got its deal. Wasserstein Home | 849 followers on LinkedIn. Loan prices dropped 30 points, obliterating almost the entire investment at least on paper. Smith, who calls himself Mr. Previously, he served as an Associate Principal at McKinsey & Company in the Financial Services Group. EagleTree believes that it is better positioned to address many of the issues facing our portfolio companies in a rapidly changing world when we proactively incorporate ESG considerations into our investment approach. An Heir Who's Ready to Take the Reins at New York Magazine Work with portfolio companies to advance EagleTrees ESG principles with the goal of improving long-term performance and minimizing adverse impacts in these areas. Dealmaker Bruce Wasserstein, famously nicknamed "Bid 'em up Bruce," died at the age of 61 in 2009, leaving his heirs a fortune wrought from years of fierce deal making. Alta Semper Capital LLP is a limited liability partnership registered in England and Wales under no. Bruce Jay Wasserstein (December 25, 1947 - October 14, 2009) was an American investment banker, businessman, and writer. GSO was also overly dependent on Merrill Lynch and Credit Suisse, both of which were starting to feel pressure in the early days of the subprime crisis. EagleTrees ESG initiatives will be overseen by its ESG Committee, which includes EagleTrees two Co-Managing Partners and other members of senior management. In all cases the company would likely be giving up control at the bottom of the market. Mr. Dutton has been working in the Hedge Fund Industry since 1997 and joined Wasserstein Debt Opportunities Management, LP in June 2013.