Oren Moshe Cohen

Provides wealth management, securities trading and sales, corporate finance and investment banking services

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

Functions as a College/University

Functions as a College/University

Pinebank Asset Management focuses on long/short investments in the high yield and distressed fixed-income markets.

Cohanzick’s investment strategies primarily focus on high yield, investment grade, and opportunistic corporate credit, as well as event-driven and value equities. Current strategies employed by Cohanzick and affiliates include ultra short-term high yield, low duration high yield, and credit opportunities including high yield and investment grade corporate debt, stressed debt, distressed securities, tax exempt debt, event-driven and value equities.

Trilogy Capital Management seeks to achieve long term capital appreciation, while maintaining a moderate level of risk, by applying a flexible and opportunistic approach to investing. This involves evaluating the attractiveness of various asset classes, currently including bank debt, bonds, equities and cash equivalents. Trilogy frequently takes an active role with respect to its clients' investments, including participating in ad hoc creditor committee meetings, bank steering committees and official Chapter 11 Creditors committees. Trilogy anticipates that, at most times, most of the Master Fund's investments will be in non-investment grade credit markets. Trilogy typically uses three credit-centric strategies: Value Long (e.g., leveraged loans, high yield senior notes, event-driven distressed and DIP loans), Value Short (e.g., high grade and high yield bonds), and Intra-Capital Arbitrage (e.g., long/short credit within a single issuer’s capital structure). By utilizing these strategies, Trilogy believes that it can follow and invest with companies, often over a period of years, regardless of where they are in their credit cycle.

Investment banking services

CrossingBridge seeks high current income and capital appreciation consistent with the preservation of capital. The firm focuses primarily on fixed income and equity investments related to credit analysis, fundamental value, event-driven, special situations and distressed strategies.