Bruce Zimmerman
Director/Board Member presso OAKTREE SPECIALTY LENDING CORPORATION
Patrimonio netto: 376 096 $ in data 31/03/2024
Profilo
Mr. Bruce Zimmerman is a Lead Independent Director at Oaktree Strategic Income Corp., a Lead Independent Director at Oaktree Specialty Lending Corp., a Chief Investment Officer at Dalio Family Office & Philanthropies and at Marino Management LLC.
He is on the Board of Directors at The Beneficient Co. Group Llc, Oaktree Strategic Income Corp.
and Oaktree Specialty Lending Corp.
Mr. Zimmerman was previously employed as an Independent Director by GWG Holdings, Inc., an Independent Director by Vistra Energy Corp., a Chief Executive Officer & Chief Investment Officer by University of Texas Investment Management Co., a Manager by Bain & Co., Inc., a President by BBYO, Inc., a Chief Financial & Administrative Officer by Citigroup Alternative Investments LLC, a Chief Investment Officer by Citigroup Asset Management (United States), a Member of Investment Committee by Houston Endowment, Inc., a Principal by JPMorgan Chase & Co., and a Principal by Texas Commerce Bank, NA (Lubbock, Texas).
He also served on the board at The Beneficient Company Group LP.
He received his undergraduate degree from Duke University and an MBA from Harvard Business School.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
05/01/2024 | 19 130 ( 0.02% ) | 376 096 $ | 31/03/2024 |
Posizioni attive di Bruce Zimmerman
Società | Posizione | Inizio |
---|---|---|
OAKTREE SPECIALTY LENDING CORPORATION | Director/Board Member | 07/09/2017 |
ADVANCED MERGER PARTNERS, INC | Director/Board Member | 01/03/2021 |
Marino Management LLC
Marino Management LLC Investment ManagersFinance Marino Management LLC is a privately-owned family office headquartered in Westport, Connecticut. The firm manages assets of the Dalio family. | Chief Investment Officer | - |
Dalio Family Office & Philanthropies | Chief Investment Officer | - |
Beneficient Company Group LLC | Director/Board Member | 01/04/2018 |
Precedenti posizioni note di Bruce Zimmerman
Società | Posizione | Fine |
---|---|---|
OAKTREE SPECIALTY LENDING CORPORATION | Director/Board Member | 19/03/2021 |
VISTRA CORP. | Director/Board Member | 01/04/2020 |
The Beneficient Co. Group LP
The Beneficient Co. Group LP Investment ManagersFinance The Beneficient Co. Group LP engages in the provision of liquidity and administrative services for holders of alternative assets and illiquid investment funds. The company was founded by Brad K. Heppner and is headquartered in Dallas, TX. | Director/Board Member | 21/10/2019 |
GWG HOLDINGS, INC. | Director/Board Member | 21/10/2019 |
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Formazione di Bruce Zimmerman
Duke University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 2 |
---|---|
JPMORGAN CHASE & CO. | Finance |
VISTRA CORP. | Utilities |
Aziende private | 15 |
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University of Texas Investment Management Co.
University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF). | Miscellaneous |
Citigroup Alternative Investments LLC
Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies such as private equity funds and funds of one or more private equity and real estate funds. The investors of the funds advised by the firm are institutional investors, funds of funds, high net worth individuals and employees and former employees of Citigroup, Inc. | Finance |
Oaktree Specialty Lending Corp.
Oaktree Specialty Lending Corp. Investment ManagersFinance Oaktree Specialty Lending Corp., a traded businesses development company invests in small and middle market companies located in the United States. The fund focuses on companies with revenues of $100 to $750 million. It targets companies operating in the fields of construction, communication, pharmaceuticals, metals & mining, movies & entertainment, healthcare technology, health services, software, biotechnology, retail, and aerospace & defense. It provides debt and equity financing for mezzanine and buyout stage capital requirements. It also makes co-investments. | Finance |
Oaktree Strategic Income Corp.
Oaktree Strategic Income Corp. Investment Trusts/Mutual FundsMiscellaneous Oaktree Strategic Income Corp. is a closed-end and non-diversified management investment company. The firm specializes in providing customized capital solutions for middle-market companies in both the syndicated and private placement markets. Its investment objective is to generate stable, current income through investments in first lien, floating-rate performing loans in both the broadly syndicated and private placement markets. The company was founded in May 2013 and is headquartered in Los Angeles, CA. | Miscellaneous |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Commercial Services |
Texas Commerce Bank, NA (Lubbock, Texas) | Finance |
Houston Endowment, Inc.
Houston Endowment, Inc. Investment Trusts/Mutual FundsMiscellaneous Houston Endowment Inc. is a nonprofit organization that supports charitable, educational and religious undertakings. Founded in 1937, the foundation is headquartered in Houston, Texas. | Miscellaneous |
BBYO, Inc.
BBYO, Inc. Miscellaneous Commercial ServicesCommercial Services BBYO, Inc. is a pluralistic teen movement that aims to involve more Jewish teens in meaningful Jewish experiences. The non-profit company is based in Washington. The American company has tens of thousands of Jewish leaders in 700 chapters across more than 50 countries. BBYO offers virtual opportunities to connect with Jewish teens around the world, as well as in-person events such as Shabbat events. The company also offers summer travel programs and tours on five continents for study, adventure, and volunteer experiences. | Commercial Services |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
GWG Holdings, Inc.
GWG Holdings, Inc. Life/Health InsuranceFinance GWG Holdings, Inc. engages in the business of life insurance secondary market. It offers liquidity solutions and services for the owners of illiquid investments. It operates through the following segments: Secondary Life Insurance, Beneficient, and Corporate and Other. The Secondary Life Insurance segment seeks to earn non-correlated yield from the portfolio of life insurance policies. The Beneficient segment includes assets and operations of Ben LP and its subsidiaries. The company was founded by Jon R. Sabes, Paul A. Siegert, and Steven F. Sabes in February 2006 and is headquartered in Dallas, TX. | Finance |
The Beneficient Co. Group LP
The Beneficient Co. Group LP Investment ManagersFinance The Beneficient Co. Group LP engages in the provision of liquidity and administrative services for holders of alternative assets and illiquid investment funds. The company was founded by Brad K. Heppner and is headquartered in Dallas, TX. | Finance |
Beneficient Company Group LLC | |
Dalio Family Office & Philanthropies | |
Advanced Merger Partners, Inc.
Advanced Merger Partners, Inc. Financial ConglomeratesFinance Advanced Merger Partners, Inc. operates as a blank check company. It engages for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on November 12, 2020 and is headquartered in New York, NY. | Finance |
Marino Management LLC
Marino Management LLC Investment ManagersFinance Marino Management LLC is a privately-owned family office headquartered in Westport, Connecticut. The firm manages assets of the Dalio family. | Finance |
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