State of credit and distressed private investment.
Partner, Silver Point Capital
Mr. Gatto was one of the first employees of Silver Point Capital, a credit focused hedge fund. He helped grow the business from $120MM of assets under management in 2002 to approximately $9.5 billion currently.
After joining the Firm in April 2002, he became the Firm’s first non-founding partner in January 2003. Mr. Gatto helped build out and runs several businesses for Silver Point. Today, he is the head of the Firm’s Restructuring group, where he oversees a team responsible for driving and negotiating in and out-of-court corporate restructurings, the head of the Firm’s Real Estate business, and the head of Silver Point’s principal lending business which focuses on lending to middle market companies. Prior to joining Silver Point, Mr. Gatto worked at Goldman Sachs as a senior member within the Special Situations Investing Business, specializing in investing in debt of distressed companies. Before joining Goldman Sachs, Mr. Gatto designed and taught credit training programs for loan officers of North American and European Financial Institutions. Prior to this, he was a loan officer and director of Global New Entry Training at Citibank. Mr. Gatto received an M.B.A. from Columbia Business School and graduated from Cornell University with a B.A. in Economics. He is also a CFA Charterholder and has served on several Boards, which have included specialty retailer Party City, and most currently a board member of New Cotai Holdings, a Macau gaming company and Chairman of the Board of Quinn Industries an Irish Industrial company.
Outside of Silver Point, Mr. Gatto is currently an adjunct professor at Columbia Business School and Fordham University’s Gabelli School of Business, where he teaches courses on credit analysis, distressed value and special situation investing.
Head of Global Loan Capital Strategy, J.P. Morgan
Andy O'Brien is a Managing Director and Head of Global Loan Capital Strategy.
In Andy’s current role, he has responsibility for lending across the banking platform of J.P. Morgan’s Corporate and Investment Bank, including Global Trade Finance. Previously, Andy served as Co-Head of Global Debt Capital Markets which included JPM's Loan Syndication, High Yield and High Grade Debt, and Restructuring practices. In his 32 years with J.P. Morgan, Andy has led hundreds of debt transactions across all ratings categories, including some of the world's most critical and largest financings.
From 1985 to 1991, Andy served in the Media Group in various capacities in New York and ultimately in London as Vice President in charge of the bank’s European Media Group. In 1991, Andy joined Loan Syndications and was promoted to Managing Director in 1995, Head of U.S. Loan Sales in 1999 and Head of Loan Syndications in 2004. He was promoted to Co-Head of Syndicated and Leveraged Finance in 2007, Co-Head of Global Debt Capital Markets in 2011 and assumed his current role in March of 2014.
Andy currently serves on the Board of Directors of the Private Export Finance Funding Corporation and is a previous member of the Board of Directors of the Loan Syndication and Trading Association.
Andy holds an MBA in Finance from Columbia University and a B.A. from The College of the Holy Cross where he serves on the Board of Trustees. He is also a member of the Board of Directors of the Michael J Fox Foundation.
Judith Fishlow Minter
RBC Capital Markets - Managing Director, Head of U.S. Loan Capital Markets
Judith Fishlow Minter is Head of U.S. Loan Capital Markets and has responsibility for syndicating leveraged finance transactions for corporate and financial sponsor clients. She has spent the majority of her 30-year banking career with Citi where she was Head of Loan Syndicate for North America from 1998 through 2008. Her latest position prior to starting at RBC was as Managing Partner with North Sea Partners, a boutique leveraged finance advisory firm. Ms. Fishlow Minter received her MBA in Finance from The Wharton School of Business at the University of Pennsylvania and a B.A. in Economics and Government from Wesleyan University
Partner, Apollo Global Management
Mr. Michelini is a Partner at Apollo having joined in 2006. Prior to joining Apollo, Mr. Michelini was a member of the Mergers & Acquisitions group at Lazard Frères & Co. from 2004 to 2006. Mr. Michelini serves on the board of directors of Athene Holdings, Athene Asset Management, Aleris International Inc., and previously served on the boards of Metals USA and Noranda Aluminum. At Apollo, Mr. Michelini has executed deals across the world including in North America, Europe, and Asia. Mr. Michelini is actively involved in various charities dedicated to helping underprivileged children in New York City. Mr. Michelini graduated from Princeton University with a BS in Mathematics and a Certificate in Finance and received his MBA from Columbia University.
Founder and CIO, Coast Capital
Coast Capital is a special situations, activist, and event-driven fund. The company takes a private equity approach to investing in companies that are leaders in growing and profitable industries, with low valuations and transformational events to release value. In many cases, Coast Capital acts as a catalyst to release value by engaging with management and boards for operational improvements. The fund also focuses on actively improving ESG efforts within portfolio companies.
Prior to launching Coast, James was the principal and CIO at White Eagle. At White Eagle, James ran an event-driven, activist and hedged equities portfolio. That fund out-performed peers and relevant indices by >37% over life of the fund. Prior to White Eagle, James was an MD and Head of International investing at JANA Partners. International investments at JANA made a large contribution to overall returns during his tenure. Prior to Jana, James was a Portfolio Manager at Claiborne Capital where he managed a European Value and Event Portfolio. James began his career at Sierra Global Management in 1997 where he was an MD and the first analyst at the firm.
James is a graduate of the University of British Columbia with a Bachelor of Science in Genetics and Commerce. He was a Govt of Italy Scholar, BC Walter D. Frith, J. Fed Muir Scholar and Governor General’s medal award winner. James is Fluent in English, French, Italian, Spanish and Persian. James lives his ESG passion as a NY Board Member of Human Rights Watch and Pachamama Alliance.
Managing Director, Oaktree
Mr. Tesoriere joined Oaktree in 2016. Prior to Oaktree, Mr. Tesoriere was Managing Principal and Portfolio Manager of Altai Capital Management, an investment manager he co-founded in 2009, which focused on investing in distressed debt and event-driven equities. Prior thereto, Mr. Tesoriere was with Anchorage Capital Group for six years, where he was a founding analyst. He began his career with Blackstone in the Restructuring and Reorganization Group before working at Goldman Sachs in distressed debt research. Mr. Tesoriere received a B.S. degree in Commerce with a concentration in finance from the University of Virginia’s McIntire School of Commerce.
Moderator: Ted Goldthorpe
Managing Partner and head of Credit, BC Partners
Ted Goldthorpe is a Managing Partner and head of Credit for BC Partners. He joined in 2017. He is also a member of the Private Equity Investment Committee.
Mr. Goldthorpe was most recently the President of Apollo Investment Corporation, Chief Investment Officer of Apollo Investment Management, and Senior Portfolio Manager, U.S. Opportunistic Credit. Mr. Goldthorpe joined Apollo in April 2012 and oversaw the Opportunistic Credit platform and was a member of the Senior Management Committee.
Previously, Mr. Goldthorpe was employed by Goldman Sachs & Co. since 1999. He most recently ran the Bank Loan and Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group.
Mr. Goldthorpe received a B.A. in Commerce from Queen’s University in Kingston, Ontario. He is a frequent guest lecturer at leading Universities including Columbia, University of Pennsylvania (Wharton), University of Virginia, New York University, Queen’s University, and Stanford University. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen’s School of Business. He is the Chairman of the Young Fellowship of The Duke of Edinburgh’s Award and serves on the board of Directors for HerJustice and Capitalize for Kids.