Mr. Hakkak has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Mr. Hakkak was previously the Founder and Chief Investment Officer of Alpine Global, Inc., a multi-strategy investment management firm which focused on alternative fixed income and real estate investments. Mr. Hakkak was also the Founder and Portfolio Manager at Suisse Global Investments, an investment management firm that developed investment strategies customized to meet the risk-adjusted return requirements of bank and insurance clients in over 30 countries. He previously served at Robertson Stephens & Co. as an Investment Banker and Principal in its Investment Company Act platform. Mr. Hakkak has been a co-founder and board member of several institutional platforms that facilitate the distribution of structured investment products, and has served as a limited partner, general partner or board member of various investment funds and companies. Mr. Hakkak received a B.S. in Finance and Marketing from the Haas School of Business at the University of California at Berkeley and has held Series 7, 63, and 24 designations from FINRA since 1991.
Ms. McKee has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Previously Ms. McKee was a member of the team that founded KKR Financial LLC, where she served as Senior Vice President and concurrently as General Counsel of KKR Financial Corp. (NYSE: KFN), and played a key role in structuring and implementing debt investments. Prior to KFN, Ms. McKee served as Senior Counsel and a senior member of the Securities and Investment Group at Wells Fargo Bank, N.A., which structured and implemented the debt investment platform for the Bank’s proprietary capital and investment accounts. She was previously with Deutsche Bank AG in both New York and Frankfurt as Acting Deputy General Counsel for the finance and derivatives departments; Skadden, Arps, Slate, Meagher & Flom in New York and Tokyo as a structured finance and bankruptcy attorney; and Sidley Austin as a finance, bankruptcy and distressed asset attorney. Ms. McKee holds a J.D. from the University of Chicago, an M.A. in Comparative Literature from the University of California at Berkeley and a B.A. with a double major in Economics and Comparative Literature from Yale University. Ms. McKee is a member of both the California Bar and the New York State Bar.
Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and structuring new transaction opportunities for White Oak’s private debt funds. Prior to becoming Co-President, he was Head of Originations from 2010 to 2017. Previously, Mr. Mozaffarian served at Goldman, Sachs & Co. in the leveraged finance group of the investment banking division, where he worked on a myriad of sponsor and management buyouts, in- and out-of-court corporate restructurings, and rescue financings within the leveraged loan and high-yield bond market; at Telephia, Inc. (a division of Nielsen), where he consulted and advised national wireless operators on their product suite and positioning within the competitive landscape; and at Microsoft Corporation where he held a new business development role looking at acquisition targets, joint venture partnerships and licensing agreements. He received an MBA from the Haas School of Business and both a B.S. in Industrial Engineering & Operations Research and a B.A. in Economics from the University of California at Berkeley. While at Berkeley, he rowed on the Men’s Heavyweight Crew team from 1995-1996. Mr. Mozaffarian is currently a member of the Association for Corporate Growth and the Turnaround Management Association, as well as Series 7 and 63 designations from FINRA.
Mr. Hackett is a Partner and Head of Underwriting for White Oak, with primary responsibility for structuring and underwriting new investments. He joined White Oak in January 2008, and has been a member of the Investment Committee since June 2011. Prior to joining White Oak, Mr. Hackett served as Portfolio Co-Manager at North Point Investors, a real estate investment company investing in public real estate securities; as an Associate at Alpine Global, Inc., where he researched and recommended buy/sell opportunities; and as a Director at Redler Group, Ltd., a Geneva-based family office offering financial advisory services, where he was part of the portfolio management team. Mr. Hackett received a B.S. in Finance from the Haas School of Business at the University of California at Berkeley.
Mr. Ruth serves as Chief Lending Officer of White Oak Global Advisors. He has 36 years of expertise and success in the areas of debt and equity investing, financial restructuring and risk management. In addition, he has served on the boards of both traded and privately held companies. Prior to joining White Oak, he was Chief Investment Officer for Abu Dhabi based Mubadala GE Capital PJSC (MGEC), a joint venture formed between GE Capital and the Abu Dhabi Government. MGEC’s portfolio reached $6 billion with substantial investments in the healthcare, power, commercial real estate and mid-market leverage finance sectors in the Middle East, Europe and North America. Mr. Ruth chaired the Investment, Enterprise Risk Management and Operational Risk Management Committees. Mr. Ruth held a number of senior positions with GE Capital in North America and Europe, including President, Grupo Financiero GE Capital Mexico, Chief Risk Officer and Head of Asset Management for GE Capital Fleet Services (then the world’s largest lessor of car and light truck fleets) and for GE Capital, Capital Solutions Europe; a company focused on asset based lending and leasing with a $23 billion portfolio across 14 European countries. Prior to joining GE Capital, Mr. Ruth served Bank of America and over the course of 10 years held senior positions in the North American Corporate Banking Division. Mr. Ruth holds an M.B.A. with concentrations in Finance and Accounting from Northwestern University’s J.L. Kellogg Graduate School of Management and a B.A. degree in Economics, magna cum laude, from Colorado College.
Ms. George is the Head of Asset Management and a member of the Investment Committee at White Oak Global Advisors. Ms. George has broad experience in both asset based, cash flow lending and restructuring non-performing loans for the past 30 years. Prior to joining White Oak, Ms. George was employed by the private credit firm, Garrison Investment for 12 years where she served as Head of Corporate Asset Management, and was a member of the Investment Committee. Prior to that, Ms. George was employed at The CIT Group, Inc. for over 20 years, where she held various leadership roles in Credit Restructuring, Underwriting, COO for CIT Business Credit and served as a member of the Investment Committee. Early in her career at CIT, Ms. George held functional roles in loan portfolio management and performing field examination/due diligence. She has served on the Board of Directors for 8 companies in Logistics, Manufacturing, and the Energy sectors. Ms. George graduated with a B.S. in
Accounting from Manhattan College.
Mr. Felix has served as Managing Director of White Oak since 2017. Mr. Felix has been actively investing in middle market companies for over 20 years. Most recently, he founded Consortium Finance in 2013 where he invested across the capital structure of middle market businesses. Prior to his role at Consortium Finance, Mr. Felix worked at D. E. Shaw Group where he opened the San Francisco office in 2005. At D. E. Shaw, Mr. Felix was responsible for originating and managing a portfolio of direct senior debt, junior debt and equity investments across a variety of industries. He was previously a managing principal of Banc of America Mezzanine Capital LLC, where he was responsible for underwriting structured senior debt, mezzanine debt, and bridge financing across a variety of industry sectors. Additionally, Mr. Felix was a former leader of Banc of America Securities, Inc.’s debt origination efforts in Australasia. Mr. Felix holds a B.A. degree in political science from the University of California at Berkeley.
Mr. Beatty serves as White Oak’s General Counsel. In this role, he is responsible for providing legal services and advice to White Oak’s executive officers and employees throughout the organization. Mr. Beatty has over 19 years of experience dealing with corporate and securities law and compliance matters. Immediately prior to joining White Oak, he held the position of Deputy Chief Compliance Officer for a private equity fund in New York; prior to that, he worked at the Securities and Exchange Commission in Washington, DC for over 11 years. Mr. Beatty began his legal career as a corporate and securities associate attorney at Baker & McKenzie. In these positions, he provided in-depth legal analysis for private funds, developed robust compliance policies and policies for registered investment advisers and broker-dealers, fulfilled regulatory reporting requirements, and advised on SEC enforcement actions and complex corporate transactions. He holds a J.D. from Brigham Young University Law School (BYU), Master of Arts, Kennedy Center for International Studies (BYU), and a Bachelor of Arts, International Relations (BYU).
Mr. Tolve serves as White Oak’s Deputy General Counsel. He handles a broad array of legal matters, including with respect fund formation, fund governance, tax, and litigation. Mr. Tolve joins White Oak from Silver Lake Technology Management, where he served in the legal and compliance group. Prior to Silver Lake, he spent over 10 years in private practice, most recently with Ropes & Gray, where he focused on regulatory, compliance, and litigation matters involving private fund clients within the credit, hedge, private equity, and venture capital space. He began his career with Orrick, Herrington & Sutcliffe, where he practiced securities litigation and regulatory enforcement. Prior to law school, Mr. Tolve worked in international tax, including transfer pricing. He holds a J.D. from U.C. Davis School of Law (Order of the Coif), a Bachelor of Arts in Economics and History from Colby College (Phi Beta Kappa), and earned the right to use the CFA designation in 2006.
Mr. Jacobs serves as White Oak’s Chief Compliance Officer. In this role, he is responsible for White Oak’s compliance program. Mr. Jacobs has over 20 years of experience in the financial industry, including 11 years of experience dealing with compliance matters. Immediately prior to joining White Oak, he was a Director at ACA Compliance Group. At ACA, he oversaw the Communications Surveillance Department and provided regulatory compliance advice to investment advisers and broker-dealers. Prior to joining ACA, he held other compliance and supervisory positions, including roles as a FINRA General Securities Sales Supervisor and a Certified Anti-Money Laundering Specialist. Additionally, he is a Certified Information Privacy Professional (CIPP/US). He holds a J.D. from the University of Pittsburgh School of Law, and a Bachelor of Arts, Political Science, from the University of Pittsburgh.
Mr. Snyder serves White Oak as Chief Accounting Officer & Head of Finance. Mr. Snyder has over 28 years of experience in finance and accounting, and formerly served as Vice President at Citi Hedge Fund Services, where he managed fund administration for a variety of private equity investment funds. Prior to joining Citigroup, Mr. Snyder served as Managing Director and Controller of GSC Group, Inc., an alternative investments manager with a wide range of investment strategies and vehicles including, equity and distressed debt and mezzanine lending private equity, CDO and CLO, REIT, BDC and hedge funds; and as the Controller of AJV Computerized Data Management, Inc., a tax software manufacturer. Mr. Snyder holds a B.S. in Business Administration with an emphasis in Accounting from Rider University, New Jersey and is a licensed CPA.
Ms. Altieri serves White Oak as Chief Operating Officer, with primary responsibility for the firm’s Technology and Operations. She was previously Founder and President of J.P. Mitchell & Company, a boutique consulting firm serving Fortune 50 Financial Services and Top 100 Financial Technology and Services firms. She has also served as a Principal in the Financial Services Practice at Ernst & Young, where she managed large-scale technology initiatives and operations strategy for Fortune 50 clients, and as a Manager of Investment Technology and Operations at American International Group. She holds a B.S. in Accounting and Computer Science from University of Dayton.
Mr. Ressa serves White Oak Credit Services as Chief Financial Manager. He has over 28 years of experience in audit, accounting, treasury and finance working at commercial and consumer finance companies and a big four public accounting firm. Prior to joining White Oak, Mr. Ressa served as Senior Vice President of Finance for Synchrony, a $82 billion publicly traded consumer finance company (NYSE: SYF) and largest private label credit card provider in the U.S. Prior to Synchrony, he held several senior finance positions at GE Capital, most recently serving as CFO of GE Fleet Services, then the largest North American lessor and servicer of car and light fleet trucks. Mr. Ressa holds a M.B.A in Finance from Fordham University and a B.B.A in Accounting from Pace University. He is a member of the American Institute of Certified Public Accountants and is a licensed CPA.
Mr. Finnigan serves White Oak as Head of Complex Credits with primary responsibility for managing complex situations and credits for White Oak’s private debt funds. He previously served at McNamee Lawrence & Company, a boutique investment bank. Mr. Finnigan received a B.A. in Economics from Dartmouth.
Mr. Barrett serves White Oak as Managing Director of Client Solutions, primarily responsible for new business development. He has over 20 years of industry experience including capital formation, capital introduction, and entrepreneurial start-ups. Prior to joining White Oak he was a Managing Director and the Global Head of Client Relations and Business Development for ZAIS Group LLC. Prior to ZAIS he was a Managing Director and a senior member of Dyal Capital Partners where he co-headed Dyal’s Business Services platform. Previously, he was a senior member of Barclays Capital Prime Services Group from 2008 to 2012. During his tenure at Barclays he was Global Head of the Capital Solutions Group and subsequently responsible for key account coverage. He holds a B.A. from Franklin and Marshall College in English and Philosophy and an M.B.A., Finance and International Marketing from Fordham University.
Mr. Ahrens serves White Oak as Managing Director of Client Solutions, responsible for new business development. He previously served Southfield Capital, where he was responsible for marketing their SBIC mezzanine fund, and FrontPoint Partners (Morgan Stanley), where he was responsible for marketing and communications of the direct lending strategy. He has developed marketing and communications strategies for Fortune 500 companies, and served at global advertising agencies including Lowe Worldwide, McKinney & Silver and TBWA\Chiat Day. Mr. Ahrens holds a B.A. in Business Management from Gettysburg College.
Mr. Moll serves White Oak as Managing Director of Client Solutions. He has approximately 20 years of asset management experience and has held senior positions in product specialization and capital placements at PIMCO, KKR, Vector Capital, Hewitt and Morgan Creek Capital Management. Mr. Moll holds an M.B.A. from Carnegie Mellon University’s Tepper Business School where graduated with Distinction, and a B.A., summa cum laude, in Chemistry from Gettysburg College, where he was a Presidential Scholar and was elected to Phi Beta Kappa. Mr. Moll has earned the right to use the Chartered Financial Analyst designation.
Ms. Cutter serves White Oak as Managing Director, Head of ESG & Impact with primary responsibility over White Oak’s ESG product platform. Ms. Cutter has over 20 years of experience in the investment industry and most recently worked as a Consultant at Verus Investments, a $330 billion investment consulting company advising pension funds and institutional investors in their allocations to managers. Ms. Cutter also served as an Investment Officer at California State Teachers’ Retirement System where she built out and co-managed CalSTRS’ $9 billion external manager program focusing on a broad variety of credit markets including bank loans, high yield and opportunistic credits. Her expertise is in credit, asset allocation, risk management, investment management, investment policy development, and ESG & Impact investing on behalf of family offices, foundations and large public fund clients. She holds an M.B.A. in Finance from the University of California at Davis.
Ms. Rha joins White Oak as Compliance Director & Senior Counsel, responsible for managing compliance out of the San Francisco office. She previously served as a Compliance Officer at Brookfield Asset Management, supporting compliance functions for all of their global offices. Prior to Brookfield, Ms. Rha worked as a contract attorney focusing on SEC investigations and FINRA compliance matters in New York City. Ms. Rha holds a J.D. from the University of California at Hastings and a B.A. in English Literature from the University of California at Berkeley. She is licensed to practice law in New York.
Ms. Hart serves White Oak as Global Head of Human Resources and is responsible for managing the firm’s global human resources team, overseeing benefits, recruitment, relocation, compensation, policies, practices and payroll strategies. She has over 20 years of human resources and finance experience within different industries. Most recently, she was HR Manager for Alta Vista Solutions, a Bay Area engineering consulting firm. Prior to this, she spent 16 years with Hall Capital Partners, LLC as Vice President of Human Resources and Administration. Ms. Hart holds a B.A. in Management from Golden Gate University and has been awarded the Professional in Human Resources (PHR) by the HR Certification Institute.
Ms. Young is a Director on the White Oak Investor Relations team. Prior to joining White Oak, she was a Senior Analyst at Wilshire Associates, where she focused on investment manager relations and operations. Ms. Young holds a B.A. in Economics/Mathematics from University of California, Santa Barbara, where she graduated with Honors.
Mr. Pierce serves White Oak as Head of Risk Management. He was previously a Partner and Head of Professional Services at Fascet, LLC, a software and consulting firm serving the investment management industry. He started his career in research sales focusing on derivative strategies for Susquehanna International Group. Mr. Pierce received his B.A. in Computer Science from Dartmouth College.
Mr. Otte serves as Head of White Oak ABL and White Oak Europe, and is responsible for originating and structuring ABL opportunities with potential borrowers. He previously served as Senior Advisor and Region Manager of Presidential Financial Corporation; Founder and Managing Partner of TKO Finance Group, LLC; Managing Director of Special Situations Lending, Dune Capital Management LP; and President and Chief Operating Officer of Middle Market Lending, GE Capital. He holds an M.B.A. from DePaul University in Chicago, IL and a B.A. in Finance from the University of Illinois at Urbana. Mr. Otte has also been an active board member and advisor to several entities, including GE Capital Mexico and GE Capital SE Asia, as well as to companies in the healthcare and telecom sectors.
Mr. Mokhtar serves White Oak ABL as Chief Financial Officer. He has over 20 years of experience in audit, tax, accounting and finance working at both a big four public accounting firm and private asset management companies. He formerly served as senior controller at PennantPark, a publically traded Business Development Company. Prior to joining PennantPark, he served as senior controller of Nomura Corporate Research and Asset Management, an investment advisor with debt vehicles including, CLO, hedge funds and managed accounts. Prior to joining Nomura, he served as Partner and CFO of CARE Advisers LLC, a hedge fund of funds. Mr. Mokhtar is a Certified Public Accountant and Chartered Global Management Accountant who holds a B.S. degree in Accounting & Information Systems and Economics from the City University of Queens College. He is a member of both the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.
Mr. Griffith serves White Oak ABL as a Managing Director. Prior to joining White Oak ABL, he spent over 12 years with GE Capital. He was most recently an Officer of GE Japan, where he was Senior Managing Director of GE Capital’s Structured Finance business (leading both the Sponsor Finance and Asset Based Lending teams). During his career at GE Capital, he held both sales and credit roles, originally starting at GE Capital headquarters in CT, in 2000, as a Risk Manager. He has also led originations on the west coast for asset based lender Encina Business Credit, as Senior Managing Director, and prior to Encina he established an asset based lending business for Hana Financial Inc. in Los Angeles.
Prior to GE, Clark spent nearly 10 years in the real estate industry, working for both American and Japanese real estate firms, including Prudential CA Realty in San Diego and Sotetsu Real Estate Co., Ltd in Yokohama, Japan (subsidiary at Sagami Railway Co). Mr. Griffith earned his Master’s Degree in International Affairs, from Columbia University, where he concentrated in International Finance and Banking, as well as an Advanced Certificate from Columbia University’s Weatherhead East Asian Institute (specializing in China, Japan, and Korea). He received his undergraduate degree in Economics, with a Minor in Japanese, from San Diego State University.
Isaac Soleimani serves White Oak as Chairman and Chief Executive Officer, White Oak Healthcare Finance, with primary responsibility for building a full service middle market healthcare lending platform. He was previously the Founder, Chairman and CEO of Healthcare Finance Group, LLC. (HFG), a nationwide specialized healthcare lender, which Mr. Soleimani sold to a publicly traded company. Prior to HFG, he was a Senior Vice President at Daiwa Securities America Inc. where he headed the firm’s healthcare finance business, which he later acquired in a management buyout transaction through HFG. Mr. Soleimani has over 26 years of experience in healthcare finance, beginning in the 1980’s while he was an Investment Manager at Prudential Capital Group. Prior to his involvement with healthcare financing, Mr. Soleimani originated, structured and managed various types of asset-backed and general corporate financing transactions at Prudential. Mr. Soleimani holds an M.B.A in Finance and Marketing from Indiana University and a B.S. degree in Biological Sciences from University of Connecticut.
Mr. Dufour serves as Executive Vice President and Chief Credit Officer of White Oak Healthcare Finance, with primary responsibility for leading healthcare team members in the seamless execution of all aspects of underwriting and portfolio management. He previously served Wells Fargo Capital Finances’ Healthcare Team, with primary responsibility for leading the expansion and growth of its national healthcare footprint and leading the operationalization of its 1st line credit risk underwriting and portfolio management operations. In addition, Mr. Dufour spent over 14 years at GE Capital’s Healthcare Financial Services in progressive leadership roles for portfolio management, underwriting and collateral examination, culminating in leading the credit risk management for the nationwide healthcare ABL and ABL stretch loan product footprint. His healthcare credit risk management and operational experience span all healthcare sectors and traditional healthcare loan products, with particular expertise in hospitals, skilled nursing facilities, pharmaceuticals and medical devices. Mr. Dufour received an M.B.A. from St. Bonaventure University. He has held certifications as a Certified Public Accountant and Licensed Practical Nurse. Mr. Dufour is a retired Major from the U.S. Army Reserve, Medical Services Corps.
Mr. Eldridge is a Partner at White Oak Healthcare Finance serving as Executive Vice President and Chief Originations Officer with primary responsibility for leading all healthcare origination and capital markets activity as well as managing the team. Mr. Eldridge has been focused on healthcare since 2004 and has originated, structured, and executed over $30 billion in deal proceeds during his career and has invested across the capital structure in all subsectors of healthcare. Prior to joining White Oak, Mr. Eldridge led healthcare sponsor coverage for RBS Citizens (now NYSE: CFG). He previously served in the healthcare corporate finance and healthcare real estate groups at GE Capital’s Healthcare Financial Services and in the leveraged finance group of the investment bank at Banc of America Securities. Mr. Eldridge received an M.B.A. in Finance from the University of Georgia and a B.A. in Economics from Furman University. Mr. Eldridge is a dual citizen of the US and Brazil.
Mr. Reilly serves White Oak as Executive Vice President and Head of Real Estate Debt Finance with primary responsibility supporting the expansion of White Oak’s healthcare real estate investing including underwriting and portfolio management. Previously, Mr. Reilly served Capital One Healthcare Financial Services as a Senior Vice President, where he led a team responsible for the underwriting and portfolio management of healthcare real estate deals. Prior to Capital One, he spent 13 years with GE Capital, Healthcare Financial Services and previously with the Corporate Audit Staff and Financial Management Program. Mr. Reilly’s experience includes the structuring, underwriting and closing of over $10 billion in financings in key healthcare real estate segments, focusing on skilled nursing, seniors housing and medical properties. His credit risk expertise spreads across various loan products including first mortgages, subordinate debt, asset-based lending and leveraged term loans. Mr. Reilly holds a BSBA in Finance from Xavier University.
Ms. Lersner is the Chief Financial Officer of White Oak Healthcare Finance. She has over 25 years of commercial lending experience in the areas of general, financial and operational management for growing companies. Ms. Lersner previously held the role of CEO of Advantage Funding, a specialty lender and Macquarie portfolio company. Prior to this role, Ms. Lersner held the role of Chief Financial Officer of CapitalSpring, a $1 billion AUM full stack capital provider with both a specialty finance and asset management platform. Prior to these roles Ms. Lersner was the CFO of R4 Technologies, a tech company focused in the dynamic data/AI space (founded by the founders of Priceline.com and President and COO of Golden Eagle, a specialty finance company owned by Hypercom Corporation (NYSE: HYC). She began her career in the commercial finance divisions of Citicorp North America and Chrysler Capital. Ms. Lersner received credit training through Moody’s Commercial Lending Program and holds a BS from the University of Utah.
Prior to joining White Oak MOB REIT as President and Chief Investment Officer, Dr. Lynn was Chairman, CEO and founder of Everest Healthcare Properties, LLC where managed the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. He built the AUM to $300 million on institutional quality medical buildings in eleven states, achieved well-above benchmark returns and sold the firm to a major multinational public corporation. Prior to founding Everest, Lynn was Executive Vice President, Chief Investment Strategist and Chief Economist at Cole Investments, CCPT III, Cole Net Lease REIT II, Cole Net Lease III and Cole Office & Industrial REIT. He managed the firm’s $12 billion dollar investments including acquisitions and portfolio management. Dr. Lynn was a Partner and Managing Director at ING Clarion Partners, where he was Head of Investment Strategy and Research, leading the firm’s strategic and tactical investment decisions. He advised on the Lion Properties Fund, the Lion Industrial Trust, Gables REIT, The Lion Development Fund, and separate accounts. He served on the Investment Committee, Operating Committee and the Global Asset Allocation Committee. ING Clarion became a top-quartile performer under Dr. Lynn’s leadership. Prior to ING Clarion, Lynn was Head of Strategy for AIG Global Real Estate, where he led real estate investment strategy around the world. He ran multifamily development for AvalonBay in Northern California, where he developed multifamily apartment communities. He was Head of Regional Investments for the Keppel Corporation where he acquired, developed and managed multi-family housing, office buildings, medical buildings, mixed-use and retail in Asia and the U.K. Dr. Lynn was a national development manager with the Target Corporation, developing retail around the US, responsible for all phases of development and achieving numerous company awards for excellence. Dr. Lynn was a Professor of Professional Practice at the WP Carey School of Business, Arizona State University, awarded the Counselor of Real Estate designation, named Sloan Fellow by the MIT Sloan School of Business, named a Homer Hoyt Fellow, and a recipient of many awards including, most recently, “Best Equity Deal of 2019” awarded by Real Estate Finance and Investment. He is the author of six highly-acclaimed investment and real estate books used by the industry and universities around the world, and numerous articles. He was the former editor of Real Estate Issues.
Dr. Lynn is also known for sharing his macroeconomic and real estate insights at investment industry events and in the media. He has provided commentary for prominent financial news outlets, most notably The Wall Street Journal, Bloomberg, Fortune, TheStreet, GlobeStreet, and National Real Estate Investor
Dr. Lynn holds a Ph.D. and Master of Science in Financial Economics, with Distinction, from the London School of Economics, a Master of Business Administration (MBA), Sloan Fellow, from the Sloan School of Management at MIT, a Master of Art in Urban Planning and Real Estate from Cornell University, and a Bachelor’s degree in Architecture from the University of California at Berkeley.
Mr. Chan serves White Oak as Managing Director, White Oak Trade Finance with overall responsibility for the business. Prior to White Oak Trade Finance, Mr. Chan served as Senior Trader with the Noble Group and MET Commodities, Portfolio Manager with Cheyne Capital Management Structured Finance Group, Associate with BlackRock and Analyst with Nomura Securities Securitization and Asset Finance. Mr. Chan received a BSc (hons) Biochemistry from Royal Holloway College, University of London and an MSc International Management from Kings College, University of London.
Mr. Genise is the Chairman and Manager of White Oak Aviation. He has over 35 years of experience in International Aircraft Leasing, Engine Leasing and Trading Business. Prior to joining White Oak, he was CEO of Aergen Management Services, Inc. from 2015 until 2019. Aergen Management Services was an international aircraft leasing, engine leasing, and trading business, specializing in providing leasing and management services for mid-life (10-15 years) narrow body aircraft and engines.
Previously, Mr. Genise served as CEO of DAE Capital, the aircraft leasing division of Dubai Aerospace Enterprise from 2007 to 2011. Prior to that, he was a founder, President and CEO of Boullioun Aviation Services, building it into one of the world’s top leasing businesses. He was originally its SVP of Marketing, responsible for the development and implementation of the company’s strategic plan and business development. He also represented Boullioun Aviation Services in its development of Singapore Aircraft Leasing Enterprise, a joint venture with Singapore Airlines, and served as a Director for 10 years.
Prior to that, Mr. Genise served as SVP of the Chemical Business Credit Corporation at Chemical Bank, managing asset based finance and leasing business in credit, marketing and administration capabilities. In 1985, he served as Managing Director for the bank’s Special Finance Group with responsibility for Chemical Bank’s international aviation banking and leasing business.
Mr. Genise is currently on the Board of Directors for Frontier Airlines, Aloft Aero Architects, Inc. and Dimensional Mechanics. Mr. Genise is also a member of the Board of Trustees for the Museum of Flight in Seattle and now Chairman Emeritus. Additionally, Mr. Genise is a member of the Advisory Board of the Albers School of Business at Seattle University.
Mr. Genise holds an MBA from the University of Connecticut, a law degree from Pace University, and a BA from NYU.
Mr. Franco is Managing Director of White Oak Aviation. Mr. Franco has over 25 years, working with Sikorsky Aircraft, GE Capital Aviation Services, Gulfstream Aerospace and Guggenheim Partners in aircraft design and the aircraft finance arena. Mr. Franco was the creator of two corporate aircraft leasing companies, Guggenheim aero Finance and Global Jet Capital. Guggenheim aero was groundbreaking as it was the first private equity capital invested into corporate aircraft lending company. Mr. Franco possesses a strong credit analysis background and has negotiated aircraft debt lines of more than $1.5 billion. Mr. Franco, has structured over $4.0 billion in aircraft and engine transactions globally, negotiating transactions with clients such as the US and foreign governments, global airlines, international corporations and high net worth individuals. Mr. Franco has excellent relations with the aircraft OEMs, an in-depth knowledge of aircraft manufacturing and the aircraft maintenance, repair and overhaul market. Mr. Franco holds a B.S. in Aeronautical Sciences from Embry-Riddle Aeronautical University and an M.B.A from the Goizueta Business School at Emory University.
Mr. Byrnes is the Chief Financial Officer of White Oak Aviation. He has over 19 years’ experience in Accounting and Aircraft Leasing. Prior to joining White Oak Aviation, Mr. Byrnes spent three years as the Chief Financial Officer of Aergen, an aircraft leasing business, where between 2016-2019 they built a fleet of 30+ aircraft, executed two ABS transactions and ultimately led the sale of the business operations in 2019. Prior to this, Mr. Byrnes was the Head of Finance of Avolon, now the third largest global leasing company, for five years where he was responsible for all areas of the finance function. Having worked for the company since inception, Mr. Byrnes led the Finance team through the initial scaling of the business, through multiple corporate transactions including IPO on the NYSE, and its eventual delisting and trade sale to the Chinese HNA group in 2016. Prior to joining Avolon, Greg worked at BDO Chartered Accountants from 2001 to 2011, where he headed up their outsourcing division after spending eight years in the audit department where he held the position of Audit Senior Manager. Greg has a Bachelor of Economics from University College Dublin and a Post Graduate diploma in Accounting from Dublin City University. He is a member of Chartered Accountants Ireland where he also obtained a Diploma in International Financial Reporting Standards. Most recently, Greg obtained an Executive MBA from the UCD Michael Smurfit Graduate School of Business, graduating in 2015.
Ms. Pierre-Louis serves White Oak Business Capital as Head of Government Contracting Finance. Ms. Pierre-Louis has over 20 years of experience in asset based lending, commercial finance, corporate banking and business banking. Prior to joining White Oak Business Capital, she worked at HSBC in corporate banking managing a $900 million asset based lending portfolio of National and International Fortune 500, Fortune 100 and large corporate companies. At HSBC, Ms. Pierre-Louis served as Co-Chair of the Women’s Network and was selected as the 2011 Diversity Ambassador. Previously, she was Vice President of the PTA Board for her children’s elementary school and a board member of the Prince Georges County Chamber of Commerce. Ms. Pierre-Louis holds a B.A. in economics and government from Smith College.
Mr. Grbic is the President & CEO of White Oak Commercial Finance. Mr. Grbic has more than 30 years of commercial lending experience. He has been with the company and its predecessor since 2005, previously serving as Senior Executive Vice President and Chief Credit Officer where he was involved in creating a hands-on, best-practices credit culture, as well as helping the Company expand its client portfolio. Before that, Mr. Grbic was Managing Director at Morris Anderson & Associates LTD, a turnaround-consulting firm. He also co-founded MetSource Capital, LLC, a restructuring and corporate finance firm, working primarily with small- and medium-sized companies. In addition, Mr. Grbic has also served at GMAC Commercial Credit, LLC, BNY Financial Corp and Bankers Trust. Mr. Grbic is a member of the Association for Investment Management and Research. He has served as an instructor for the Finance, Tax and Law Department at the NYU School of Continuing Education. Mr. Grbic holds master’s and bachelor’s degrees in Business Administration from Pace University.
Mr. Fortino serves White Oak Commercial Finance as Chief Financial Officer and Chief Operations Officer, responsible for managing the company’s finance, accounting, operations, information technology and human resources departments. Prior to joining WOCF, he was Chief Financial Officer of Levenger Company, a specialty retailer and provider of leather goods and fine office supplies. Mr. Fortino has more than two decades of C-level experience in retail and media. He holds both an M.B.A. and B.B.A in accounting from Temple University.
Mr. Dean serves White Oak Commercial Finance as Managing Director of Risk Management for ABL and Factoring. He is a 38+ year veteran of the ABL/commercial finance industry, having served in Credit, Underwriting and Origination in various senior management positions, helping clients, financial sponsors, junior debt providers and other intermediaries identify and deliver capital solutions. He brings significant experience in asset based lending and equipment finance/term lending among other financial products and solutions. Prior to coming out of retirement to join White Oak, Mr.Dean served as SVP at Wells Fargo Capital Finance, managing the ABL originations team in the Southeast region focused on the lower middle market. Mr. Dean holds a B.S. in Accounting from Susquehanna University. Over the years he has been an active member of the CFA, the ACG and the TMA, having served six years on the TMA Carolinas board of directors.
Andy McGhee serves White Oak Commercial Finance as Vice Chairman and leads its Lender Finance vertical while assisting with the growth of the broader ABL initiatives for the firm. Most recently, Andy was the President and CEO of AloStar Capital Finance, which he co-founded in 2011. AloStar was a De Novo Bank and which was created through the acquisition of the assets of a failed bank located in Birmingham Alabama. AloStar’s two founding partners and four private equity firms backed the company with an initial capital raise of $160 million. The company was formed to specifically focus on middle market companies with capital needs between $5 million and $50 million. AloStar was sold to State Bank in September of 2017 which was subsequently sold to Cadence Bank in 2019. AloStar committed in excess of $3 billion to over 200 clients from 2011 through 2019. The company had a national focus and was diversified from an individual client, industry and geographic perspective. Yields and charge-offs both out-performed the expectations of the original business plan. AloStar became known as one of the most reliable and creative lenders in the middle market. McGhee’s experience includes corporate strategy, raising Private Capital, Leveraged Finance, Asset Based Lending, Private Equity, Corporate Banking, Capital Markets transactions and Mezzanine finance. Prior to AloStar, McGhee was the co-founder of Archway Equity Partners, an Atlanta-based private equity firm. Before Archway Equity Partners, he spent 12 years with SunTrust Banks Inc., eventually serving as senior vice president. McGhee joined SunTrust in 1996 to create the Leveraged Finance Group. In addition to those responsibilities, he served on the Board of SunTrust Equity Partners, the Junior Capital vehicle for SunTrust, and was responsible for three other business units including the Specialty Lending Group, the Private Equity and Asset Based Groups as well as a senior level position at Trusco Capital Management. In these positions he gained experience in establishing policies and procedures for new business, attracting industry veterans and high-caliber professionals to the company, and reducing problem assets while quickly growing revenues within the various business units. Having held leadership positions at Citicorp, Bank South, and Bank of America Business Credit, Mr. McGhee brings a diverse level of experience.
Currently, Mr. McGhee serves on the Terry College of Business Alumni Board at the University of Georgia. He is a member of the Board of Directors for Piedmont Hospital of Atlanta. Mr. McGhee serves on the SFNet Board of Directors and previously served on the Atlanta ACG Board. Additionally, he is an Elder at Peachtree Presbyterian Church. He received a BA in Economics from the University of Georgia, and resides in Atlanta
Neal Mulford serves White Oak Commercial Finance’s Lender Finance business as Head of Underwriting and Portfolio Management. Prior to joining White Oak, Neal was most recently the Underwriting Team Lead for AloStar Capital Finance, a provider of senior debt for middle market Asset Based and Lender Finance Clients with financing needs between $5 million and $50 million. AloStar committed over $3 billion to over 200 clients from its inception in 2011 through 2019 with historical average charge offs and portfolio risk migration that exceeded the original business plan. Neal has 30+ years of experience in the finance industry, including structuring ABL, Cash Flow and Mezzanine transactions. His broad experience enables him to understand and evaluate all tranches of the capital stack which has led to more meaningful discussions and negotiations with all stakeholders. While at AloStar, Neal built a team of six professionals that analyzed, structured and priced transactions. At peak performance this group processed a sufficient flow of transactions that allowed the platform to close between 25 and 30 new transaction per year. During his career, Neal has held positions in Underwriting, Portfolio Management, New Business Development and Field Exams for Lenders including AloStar, CIT, Regions Bank and Heller Financial. In addition, he has worked for the predecessor CPA firm to McGladrey and a private specialty chemical company where he served in accounting and mergers & acquisitions. Neal serves/has served in various roles for his community and church including Leadership Sandy Springs, Board Member for Dunwoody Homeowners Association, Finance Committee and Committee of 100 at Dunwoody United Methodist Church, Habitat for Humanity and project leader for Great Day of Service. In addition, he coached 10 years of travel softball.
Mr. Davies has served White Oak U.K. as Director of Sales since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2002. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Davies has responsibility for the overall Sales function, alongside overseeing the development of new products and initiatives for revenue generation. Prior to this, Mr. Davies has held other senior sales management positions at LDF Group, primarily focused on sales origination.
Mr. Heeley has served White Oak U.K. as Director of Credit since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 1999. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Heeley has responsibility for the end-to-end credit function, including setting the Own Book lending policy, managing the own book lending portfolio and overseeing external funder relationships. Prior to this, Mr. Heeley has held other senior positions at LDF Group, primarily within the Credit Risk function. Mr. Heeley holds a bachelor’s degree in Business and Finance from Liverpool John Moores University.
Mr. Bethel is a Senior Advisor to White Oak Merchant Partners. Prior to joining White Oak, he represented the United States as Ambassador Designate to the Republic of Panama. He was confirmed unanimously by the Senate to serve on the Board of Directors of the World Bank, the largest developing finance institution in the world. The World Bank’s goal is to reduce poverty and build shared prosperity in developing countries through grants, loans, insurance, and equity investments. As World Bank Director, Mr. Bethel voted on over $100 billion in funding and promoted a number of initiatives including spearheading the use of new technologies and streamlining World Bank operations. Prior to being nominated to serve at the World Bank, Mr. Bethel was a Managing Director at Franklin Templeton Investments where he executed private equity transactions. Prior to this, he was based in Shanghai, China as Managing Partner of Sino Latin Capital and Managing Director of China Vest. Earlier in his career, Mr. Bethel held a variety of private equity and investment banking positions at J.P. Morgan and Morgan Stanley & Co. in both New York and Mexico City. His civic contributions include service on the Board of Governors of Opportunity International, a non-profit organization that provides financial services to people living in poverty in developing countries. Earlier in his career Mr. Bethel served as a U.S. Naval Officer. Mr. Bethel is a graduate of the U.S. Naval Academy at Annapolis, where he was an Olmsted Scholar, a Cox Fund Scholar and a Battalion Commander. He earned an MBA from The Wharton School at the University of Pennsylvania, where he was a Milken Scholar. He speaks Spanish, Portuguese and Mandarin.
Mr. Pereira serves White Oak as Managing Director and Portfolio Manager for White Oak ABL with primary responsibility for delivering the full suite of White Oak products to the Australasian client base. Prior to White Oak he was founder and Executive Chairman of Recon Finance Corporation, a specialist Asset Receivable finance company with specific focus on the Australian SME sector. Mr. Pereira has over 25 years of investment banking experience heading up capital market businesses for Bank of America Merrill Lynch, Credit Suisse and Royal Bank of Scotland in Sydney, Melbourne, Singapore and London. With a primary focus on leading a broad range of clients (including Telstra, BHP, Origin Energy, Woodside Petroleum, Qantas, CBA, Westpac and ANZ), he was successful in raising debt capital in different markets and environments. Mr. Pereira has been involved and responsible for successfully raising several billion dollars of debt for both Investment Grade and Sub Investment Grade companies via the traditional liquid and illiquid (private) capital markets. Mr. Pereira holds a B. S. in Neuroscience with honors from the University of Melbourne.
Mr. Affolter has over 20 years of debt and equity investment experience in a variety of roles. Prior to White Oak, Tom spent time at Goldman Sachs’ Specialty Lending Group in Chicago. Prior to Goldman Sachs, Affolter was a partner at Victory Park Capital Advisors, and has served in various positions at CIT and GE Capital (separately via GE’s acquisitions of both Antares Capital and Heller Financial). Over his career, Tom has focused on middle market secured lending opportunities for leveraged buyouts, refinancings, recapitalizations and turnarounds in both private equity sponsored and non-sponsored transactions. Tom has a BS in Accounting from Marquette University and an MBA from the Kellogg School of Management at Northwestern University.