Team

Carl Goldsmith is the Co-Founder, Co-Chairman, and Co-CEO of Beach Point Capital Management LP. Bringing over 30 years of investing experience in the credit markets, Mr. Goldsmith has managed portfolios across high yield bonds, bank loans, and distressed debt, while leading restructurings for companies in financial distress. Prior to founding Beach Point Capital, Mr. Goldsmith co-led the multi-billion dollar alternative credit business at Post Advisory Group. In the early 1990s, Mr. Goldsmith worked in the Bankruptcy Support and Valuation departments at Price Waterhouse, where he advised debtors and creditors in bankruptcy restructurings. Mr. Goldsmith received a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania and a J.D. from UCLA Law School.

Scott Klein is the Co-Founder, Co-Chairman, and Co-CEO of Beach Point Capital Management LP. Mr. Klein has over 30 years of experience investing in public and private credit markets and managing alternative investment portfolios. Prior to founding Beach Point, Mr. Klein co-led the multi-billion dollar alternative credit business at Post Advisory Group and previously worked as a bankruptcy attorney. He graduated magna cum laude from the Wharton School of the University of Pennsylvania and received a J.D. from UCLA Law School. Mr. Klein serves on the Board of Trustees of Saint John’s Health Center Foundation, the Board of Governors of Cedars Sinai Hospital, and the Board of Advisors of UCLA Law School.

Thomas Boyack is Chief Financial Officer at Beach Point Capital Management. Mr. Boyack has been in the industry since 1997. Prior to Beach Point Capital, he was Chief Financial Officer for Post Advisory Group. Mr. Boyack has also served in similar roles at Akanthos Capital Management and Psetta Capital Management. Previously, Mr. Boyack spent several years as a senior manager in Ernst & Young’s Financial Services Group serving investment advisors, hedge funds and mutual funds. Mr. Boyack received a bachelor’s degree in accounting, magna cum laude from Brigham Young University and a J.D. Mr. Boyack also received a LL.M in Business Taxation, with honors from Golden Gate University, and is a member of the State Bar of California.

Kathy Choi is a Portfolio Manager focused on opportunistic credit mandates. Mrs. Choi has been in the industry since 1991. Prior to Beach Point she was a Managing Director at Post Advisory Group where she spent eight years focusing on a variety of high yield and distressed investments. She was previously a Senior Research Analyst for three years at DDJ Capital Management where she analyzed high yield and distressed investments. Mrs. Choi has also worked at Salomon Brothers as an Associate in the High Yield Capital Markets group and as a Financial Analyst in the Mergers and Acquisitions group. Mrs. Choi received a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard University.

Darshan Desai is the Chief Operating Officer for Beach Point Capital Management. Mr. Desai oversees the Operations, Risk and Technology departments of the firm. Mr. Desai has been in the industry since 1999. Prior to joining Beach Point, he worked at BATS Exchange as an analyst, where he designed and constructed equity indices. Mr. Desai constructed the BATS 1000 index and is named on the patent. Mr. Desai started his career at York Capital Management where he held various positions within the firm including Vice President and Global Head of Operations from 1999 through 2008. While at York, he was responsible for managing operations in New York, London, Singapore and Hong Kong. Mr. Desai received a bachelor’s degree from Pace University with a major in Finance.

Lawrence Goldman is Chief Administrative Officer for Beach Point Capital Management. Mr. Goldman has been in the industry since 1986. Prior to Beach Point he was Chief Administrative Officer and Chief Legal Officer at Post Advisory Group. Mr. Goldman was previously at AIG SunAmerica, where he served in various roles including General Counsel of SunAmerica Life Insurance Company. Prior to AIG SunAmerica, he worked for eight years at the law firm of O’Melveny & Myers, specializing in banking, finance, and corporate law.  Mr. Goldman serves on the Board of Directors of Ride On Therapeutic Horsemanship, a 501(c)(3) organization which supports adaptive horseback riding for children and adults with physical and cognitive disabilities. Mr. Goldman received a bachelor’s degree in economics from the University of California, San Diego and a J.D. from Boalt Hall School of Law at the University of California, Berkeley.

John Quintanar leads the Investor Relations team at Beach Point Capital Management. He has been with the team for over a decade. Mr. Quintanar has been in the industry since 1999. Prior to Beach Point he was Director of Development and Government Relations at the Milken Institute. Prior to that, Mr. Quintanar served as Staff Director for United States House of Representatives member Grace F. Napolitano. Mr. Quintanar received a bachelor’s degree from Whittier College.

David Rosenblum is General Counsel and Chief Compliance Officer for Beach Point Capital Management. Mr. Rosenblum oversees the firm’s legal matters and compliance program. Mr. Rosenblum has been in the industry since 1997. Prior to his current role with Beach Point Capital, Mr. Rosenblum served as Chief Compliance Officer and Assistant General Counsel for Post Advisory Group and was previously in-house counsel at AIG SunAmerica. Prior to AIG SunAmerica, Mr. Rosenblum spent several years working at law firms, including Paul Hastings and Perkins Coie, where he specialized in corporate finance. Mr. Rosenblum received a bachelor’s degree from Emory University and a J.D. from the Ohio State College of Law, where he graduated summa cum laude.

Allan Schweitzer is a Portfolio Manager focused on opportunistic credit mandates. Mr. Schweitzer has been in the industry since 1993. Prior to Beach Point he was Chief Investment Officer and Senior Portfolio Manager at Post Advisory Group where he specialized in High Yield securities. He was previously a senior high yield analyst at Trust Company of the West (TCW) where he specialized in healthcare, media, and the telecommunications industries. In prior years, he was an emerging market corporate credit analyst at Putnam Investments where he also designed global fixed income risk models. He currently serves on the Curtis School Board of Trustees and the Washington University in St. Louis Olin Alumni Board. Mr. Schweitzer is a CPA (inactive). Mr. Schweitzer received a bachelor’s degree in business administration from Washington University at St. Louis and his MBA from the University of Chicago with a concentration in analytical finance and international economics.

Robert Bergmann is a Portfolio Manager focused on private equity and special situation investing. Mr. Bergmann has more than 25 years of experience in the private equity industry and has worked closely with many public and private middle market companies over that period. Prior to Beach Point, he co-founded and served as Managing Partner of Bregal Partners, a $600 million private equity fund focused on investing in the consumer, food & beverage, healthcare and energy services industries. Before founding Bregal Partners, Mr. Bergmann served as a Senior Partner at Centre Partners and led the firm’s Los Angeles office. During his 20 years at Centre Partners, the firm invested over $3 billion in equity capital. Mr. Bergmann started his career in the Investment Banking group at Donaldson, Lufkin & Jenrette (DLJ). He received a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard University.

Sinjin Bowron is a Portfolio Manager focused on the high yield and senior bank loan market. Mr. Bowron has been investing in high yield bonds and leveraged loans since 1999. Prior to Beach Point he was a Senior Vice President at Metropolitan West Asset Management and Trust Company of the West (TCW) overseeing credit research in various industries. He was also previously a credit analyst at PIMCO where he covered several sectors. Mr. Bowron received a bachelor’s degree in history from Harvard University and an MBA from the University of Chicago where he specialized in finance, economics and financial accounting.

Andrew Chen is a Portfolio Manager dedicated to private commercial and residential real estate investing for Beach Point, and has been in the real estate finance industry since 2006. Prior to Beach Point, he was a Portfolio Manager at the Abu Dhabi Investment Authority (ADIA), where he helped lead all aspects of U.S. commercial real estate equity and debt investing for the world’s largest institutional real estate investor. At ADIA, Mr. Chen was responsible for investing $3.9 billion of equity across 47 distinct transactions. Prior to ADIA, Mr. Chen worked at Lehman Brothers Real Estate Partners, where he focused on evaluating and executing opportunistic real estate equity investments. Prior to this, he was a member of Merrill Lynch’s Global Real Estate Investment Banking Group. Mr. Chen received a bachelor’s degree from the Walsh School of Foreign Service at Georgetown University and is a CFA Charterholder.

Kathy Choi is a Portfolio Manager focused on opportunistic credit mandates. Mrs. Choi has been in the industry since 1991. Prior to Beach Point she was a Managing Director at Post Advisory Group where she spent eight years focusing on a variety of high yield and distressed investments. She was previously a Senior Research Analyst for three years at DDJ Capital Management where she analyzed high yield and distressed investments. Mrs. Choi has also worked at Salomon Brothers as an Associate in the High Yield Capital Markets group and as a Financial Analyst in the Mergers and Acquisitions group. Mrs. Choi received a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard University.

Michael Haynes is a Portfolio Manager focused on private debt and special situation investing as well as sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Haynes, who has been in the finance industry since 1996, is the head of the firm’s New York office. Prior to Beach Point he was a Director at Post Advisory Group. Mr. Haynes was previously at Babcock & Brown where he was responsible for principal investing and advisory assignments involving debt and equity across a range of industries and asset types. Earlier, he was the Vice President & Treasurer of Sirius Satellite Radio, where he was responsible for raising capital, strategic planning, and investor relations. Mr. Haynes has also served as an Investment Banker at Merrill Lynch and Oppenheimer. He currently serves on the board of advisors of the Tufts University Athletics Department. Mr. Haynes received a bachelor’s degree from Tufts University.

Ben Hunsaker is a Portfolio Manager focused on securitized credit. Mr. Hunsaker has been in the industry since 2006.  Prior to Beach Point, Mr. Hunsaker was a Portfolio Manager at Western Asset Management (WAMCO) where he was responsible for structured products. Prior to WAMCO, he was a Senior Analyst at Countrywide Securities Corporation in the structured finance and banking group responsible for securitizing ABS and MBS. Mr. Hunsaker is also a CFA charterholder and GARP certified Financial Risk Manager. Mr. Hunsaker is the co-chairman of the board of directors for the non-profit organization Uncommon Good and serves on the Board of Advisors for the Financial Economics Institute at Claremont McKenna College. Mr. Hunsaker received a bachelor’s degree in economics and accounting from Claremont McKenna College and an MBA from the Drucker School of Management.

Shane Lanigan is a Portfolio Manager, focused on direct lending opportunities. Mr. Lanigan has been in the industry since 1993 with credit experience gained in insurance and banking. Prior to Beach Point, he worked at BMS Finance for 10 years as a Portfolio Manager, managing their direct lending sourcing, origination and credit operations in Ireland and the UK. Before BMS Finance, he worked at Elgin Capital and was involved in sourcing, origination, trading and analysis of leveraged loan transactions for the Dalradian European CLO series of funds. He has also worked for several banks, including The Fuji Bank (acquired by Mizuho) and Erste Bank, within their credit, leveraged and acquired finance departments. Mr. Lanigan received a bachelor’s degree in Commerce and a master’s in Business Studies from University College Dublin.

Lawrence Sadaka is a Portfolio Manager focused on sourcing new investment opportunities and performing fundamental research and company analysis.  Mr. Sadaka has been in the industry since 2005.  Prior to Beach Point, Mr. Sadaka worked at Goldman Sachs in their Investment Banking and Fixed Income Divisions. Mr. Sadaka received a bachelor’s degree in philosophy and economics from Washington University in St. Louis and an MBA from Harvard Business School.

Allan Schweitzer is a Portfolio Manager focused on opportunistic credit mandates. Mr. Schweitzer has been in the industry since 1993. Prior to Beach Point he was Chief Investment Officer and Senior Portfolio Manager at Post Advisory Group where he specialized in High Yield securities. He was previously a senior high yield analyst at Trust Company of the West (TCW) where he specialized in healthcare, media, and the telecommunications industries. In prior years, he was an emerging market corporate credit analyst at Putnam Investments where he also designed global fixed income risk models. He currently serves on the Curtis School Board of Trustees and the Washington University in St. Louis Olin Alumni Board. Mr. Schweitzer is a CPA (inactive). Mr. Schweitzer received a bachelor’s degree in business administration from Washington University at St. Louis and his MBA from the University of Chicago with a concentration in analytical finance and international economics.

Ken Wolfe is a Portfolio Manager focused on opportunistic credit mandates. Mr. Wolfe has been investing in high yield bonds and distressed credits since 1998. Prior to Beach Point he was a Senior Investment Analyst at Post Advisory Group. Mr. Wolfe was previously a Research Analyst at Ares Management where he invested in bank debt, high yield and distressed investments, primarily in the automotive and industrial/manufacturing sectors. Earlier, he was an Analyst in the investment banking group at Jefferies & Company, where he worked on a variety of corporate finance transactions. Mr. Wolfe received a bachelor’s degree in economics with dual concentration in finance and accounting from the Wharton School of the University of Pennsylvania.

Jared Work is a Portfolio Manager focused on structured products.  Mr. Work has been in the industry since 2004.  Prior to Beach Point, Mr. Work was a Portfolio Manager at Balyasny Asset Management where he focused on Agency MBS and REITs.  Prior to Balyasny Asset Management, he was a Portfolio Manager and Chief Risk Officer of Seer Capital Management. Mr. Work received a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania.

Bridget Bartlett serves as Portfolio Strategist focused on credit market analysis and Environmental, Social, and Governance (ESG) integration across portfolios. Ms. Bartlett has been in the industry since 2010. Prior to Beach Point, she was a Vice President at Goldman Sachs where she spent ten years in the Fixed Income, Global Investment Research, and Investment Management Divisions with a focus on credit market research and cross-asset strategy. Ms. Bartlett most recently served as the Head of ESG and Impact investing for the Private Wealth division at Goldman Sachs. Ms. Bartlett graduated summa cum laude with a bachelor’s degree from Princeton University in the Princeton School of Public and International Affairs.

Alan Chao is a Managing Director focused on securitized credit. Mr. Chao has been in the industry since 2004.  Prior to Beach Point, Mr. Chao was an Associate at Credit Suisse in New York focusing on securitized product structuring and collateral analysis. Prior to Credit Suisse, he was a Vice President at Mortgage Industry Advisory Corp (MIAC) in the capital markets group. Prior to MIAC, he was a Portfolio Analyst at EverBank Financial. Mr. Chao is a CFA charterholder and received a bachelor’s degree in business administration from National Taipei University and master’s degree in finance from the University of Florida.

Hubert Chu is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Chu has been in the industry since 2005. Prior to Beach Point, he was a Vice President at Goldman Sachs Asset Management in Singapore, where he focused on credit investments in Asia. He was previously an Associate at General Atlantic, where he worked on private equity investments across a variety of sectors. Mr. Chu has also held roles in Technology Mergers and Acquisitions at UBS Investment Bank and as an engineer at NASA’s Jet Propulsion Laboratory. Mr. Chu received a bachelor’s degree in electrical engineering from Stanford University and an MBA from the Wharton School of the University of Pennsylvania.

Jennifer Coupland is a Managing Director focused on structured products. Ms. Coupland has been in the industry since 2004. Prior to Beach Point, Ms. Coupland practiced law as a structured finance attorney at Winston & Strawn LLP where she advised issuers, underwriters and financial institutions on complex financial transactions. Prior to Winston & Strawn, she was an attorney in the corporate group at Morgan, Lewis & Bockius LLP, where she focused on mergers and acquisitions and private equity transactions. She was previously a Vice President of Correspondent Lending at Countrywide Home Loans where she focused on whole loan pricing and trading. Ms. Coupland received a bachelor’s degree in business administration from the University of Southern California and a J.D. from Northwestern University.

Joseph Fabiani is a Managing Director focused on special situations and private debt transactions. Mr. Fabiani is an integral part of the debt restructuring and legal research function for the investment team. He has been working in the distressed debt industry since 2007. He previously practiced law as a bankruptcy and restructuring attorney at Latham & Watkins LLP. Mr. Fabiani holds a bachelor’s degree in economics, summa cum laude, from the University of Pennsylvania and a J.D. from Harvard.

Gabriel Fineberg is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis.  Mr. Fineberg has been in the industry since 2015. Prior to Beach Point, he was an Analyst in the Restructuring and Debt Advisory Group at Evercore.  Mr. Fineberg graduated from the University of Pennsylvania summa cum laude with bachelor’s degrees in economics and history.

Daniel Gurvich is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Gurvich has been in the industry since 2012. Prior to Beach Point, he was an Associate in Investment Banking at Credit Suisse. Mr. Gurvich received a bachelor’s degree from the University of Michigan’s Ross School of Business.

Evan Klebe is a Managing Director focused on private equity and special situation investing.  Mr. Klebe has been in the industry since 2003 and has worked closely with many companies across a broad spectrum of industries over that period.  Prior to Beach Point, Mr. Klebe was a Principal at Lindsay Goldberg, a New York-based private equity fund managing over $10 billion in equity capital.  He previously also worked at 3i Group and Morgan Stanley. Mr. Klebe received a bachelor’s degree in economics from Harvard University and an MBA from The Wharton School at the University of Pennsylvania.

Bryan Kurnoff is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Kurnoff has been in the industry since 2011. Prior to Beach Point, Mr. Kurnoff served as an Associate at Oaktree Capital. Before Oaktree, he was an investment banker at Moelis & Company focusing on mergers and acquisitions. Mr. Kurnoff received a bachelor’s degree in business economics, magna cum laude from the University of California, Los Angeles.

Bordon Lai is a Managing Director focused on private equity and special situation investing.  Mr. Lai has been in the industry since 2002 and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM.  Prior to Quilvest, he worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in opportunistic investments in the middle market.  He started out his career as an investment banking analyst at Wachovia Securities and Credit Suisse First Boston.  Mr. Lai received a bachelor’s degree from Georgetown University and a MBA from The Wharton School of University of Pennsylvania.

Niraj Patel is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Patel has been in the industry since 2005.  Prior to Beach Point, Mr. Patel was Vice President at MatlinPatterson Global Advisers, both in London and New York, where he focused on distressed and special situation investments across a variety of sectors. He was previously at Merrill Lynch in its investment banking division. Mr. Patel received a bachelor’s degree in natural sciences from Cambridge University.

Patrick Sheffield is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Sheffield has been in the industry since 2005. Prior to Beach Point, Mr. Sheffield was at Kohlberg Kravis Roberts & Co. (KKR), where he worked on Retail and Infrastructure private equity investments. He also worked in the Mergers and Acquisitions group at Morgan Stanley. Mr. Sheffield received a bachelor’s degree in economics, cum laude, from Harvard University and an MBA from Stanford Graduate School of Business.

Christopher Su is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Su has been in the industry since 2005. Prior to Beach Point, he was an investment analyst at Tiger Legatus, a long/short Tiger fund in New York, where he worked on public equity investments across a variety of sectors. He was previously a high yield desk analyst at Credit Suisse, where he focused on the healthcare, IPP, and utilities sectors. Mr. Su received a bachelor’s degree in engineering and an MBA in finance from Columbia University.

Elizabeth Wegener is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Ms. Wegener has been in the industry since 2008. Prior to Beach Point, she was at PIMCO where she focused on credit investments. Previously, she worked at Citigroup’s Investment Banking Division doing M&A and capital raising assignments for Media and Telecom clients. Ms. Wegener holds a bachelor’s degree in Economics from Dartmouth and an MBA from the Wharton School.

Jenny Zhan is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Ms. Zhan has been in the industry since 2010. Prior to Beach Point, Ms. Zhan worked at Kohlberg Kravis Roberts & Co. (KKR) in San Francisco where she focused on credit investments in the Healthcare and Education sectors. She also was an investment banking analyst at UBS in the Leveraged Finance group in New York.  Ms. Zhan is a CFA Charterholder and received dual bachelor’s degrees in economics and international studies, magna cum laude, from the Wharton School and the College of Arts and Sciences of the University of Pennsylvania.

Tahar Betbout is a Senior Trader and Managing Director dedicated to helping execute market transactions. Mr. Betbout has been in the industry since 2011. Prior to Beach Point, Mr. Betbout worked at Crescent Capital Group and Barclay Investments in a similar capacity. Mr. Betbout graduated magna cum laude from the University of South Carolina with a double major in International Business and Marketing and a minor in French.

William Lynch is a Senior Trader and Managing Director focused on managing trading relationships and executing market transactions. Mr. Lynch has been in the industry since 2000. Prior to Beach Point he was as a Trader at Post Advisory Group. Mr. Lynch previously worked at JPMorgan Chase where he supported fixed income trading desks in a revenue control function. Mr. Lynch received a bachelor’s degree from the University of Delaware.

David Seay is a Senior Trader and Managing Director focused on managing trading relationships and executing market transactions. Mr. Seay has been trading fixed income securities since 1999.  Prior to Beach Point, Mr. Seay was a Director of U.S. High Yield Corporate Bond Trading at UBS Securities LLC where he has held various Director of Corporate Bond Trading positions. He previously was an Associate Vice President of Corporate Bond Trading at PPM America, Inc. Mr. Seay graduated, with honors, from Principia College where he received a bachelor’s degree with dual concentrations in International Relations and Economics and a minor in Asian Studies.

C.J Foster is a Director focused on sourcing new investment opportunities and performing fundamental research and company analysis.  Mr. Foster has been in the high yield credit industry since 2003.  Prior to Beach Point, he was an investment analyst at Squarepoint Capital where he co-lead a buildout of its discretionary corporate credit strategy.  Earlier, at Oak Hill Advisors, he served as Managing Director where he was responsible for credit investing across a range of products including performing, distressed, public, and private credit opportunities.  Mr. Foster has also worked at Post Advisory Group as a Senior Analyst, Bear Stearns as a Vice President in the High Yield Research group, and Prudential Investment Management as a fixed income research analyst.  C.J. received his bachelor’s degree in finance from Rutgers University and has also earned the right to use the CFA designation.

Shin Bowers is a Senior Vice President focused on commercial and residential real estate investing, and has been in the industry since 2010.  Prior to Beach Point, Mr. Bowers was a Director at 3650 REIT where he focused on commercial real estate credit investments.  He started his career at Fortress Investment Group where he focused on opportunistic real estate-related debt and asset acquisitions in Japan and was an analyst in the Fixed Income Division at Morgan Stanley.  Mr. Bowers received a bachelor’s degree with honors in chemical engineering from Brown University, an MBA from the Wharton School of the University of Pennsylvania, and is a CFA charterholder.

Conor D’Alton is a Senior Vice President focused on structured product investments and sourcing commercial real estate loan opportunities. Mr. D’Alton has been in the industry since 2004. Prior to Beach Point, Mr. D’Alton was a Vice President at Credit Suisse in New York where he originated commercial real estate balance sheet and CMBS loans. Prior to Credit Suisse, he worked at Macquarie in CMBS/CRE capital markets and at Barclays in securitized product sales. He previously worked at Anglo Irish Bank in New York where he originated and asset managed transitional balance sheet loans across all commercial real estate asset classes. Mr. D’Alton received a bachelor’s degree in economics from Rollins College and an MBA from the University of Michigan’s Ross School of Business.

Richard Huang is a Senior Vice President focused on securitized credit. Mr. Huang has been in the industry since 2007.  Prior to Beach Point, Mr. Huang was a Manager at State Street, where he was responsible for overseeing trade management and settlements for fixed-income products.  Mr. Huang received his bachelor’s degree from the University of California, Irvine.

Jamie Park is a Senior Vice President focused on the senior bank loan and high yield market. Ms. Park has been analyzing senior bank loans and high yield securities since 2005. Prior to Beach Point she was an Analyst at Post Advisory Group and before that as a Credit Research Analyst at AIG Global Investment Group (AIGGIG). Her primary responsibilities at AIGGIG included analyzing and monitoring credits in the global telecommunications, cable/satellite, and broadcasting industries. She previously worked at Comerica Bank as a credit analyst and with AIG SunAmerica as a Financial Analyst. Ms. Park has passed all four parts of the CPA exam. Ms. Park received a bachelor’s degree from UCLA.

Jordan Sauer is a Senior Vice President focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Sauer has been in the industry since 2014. Prior to Beach Point, he previously practiced law in the Restructuring and Finance Group at Wachtell, Lipton, Rosen & Katz. Mr. Sauer holds a bachelor’s degree with distinction in Political Science from Yale University and a J.D. magna cum laude from Harvard Law School.

Khoa Tran is a Vice President focusing on securitized product structuring and collateral analysis.  Mr. Tran was previously an Accounting Manager at Beach Point Capital.  Prior to Beach Point, Mr. Tran worked at Productivity Advisors, a software consulting firm, implementing web-based applications and designing marketing materials for clients across various industries. Mr. Tran received a bachelor’s degree from University of California, Los Angeles.

Martin Hood is a Senior Associate focused on private equity and special situation investing. Mr. Hood has been in the industry since 2015.  Prior to Beach Point, Mr. Hood was an Associate in the private equity group at Angelo Gordon, a New York-based alternative investment manager. Before Angelo Gordon, he worked in investment banking at Lazard and SunTrust Robinson Humphrey, where he focused on M&A, private capital, and leveraged finance transactions. Mr. Hood received a bachelor’s degree from Florida State University with a double major in Finance and Real Estate, and an MBA from the Wharton School at the University of Pennsylvania, where he graduated with Honors.

Trent Wong is a Senior Associate focused on private equity and special situation investing. Mr. Wong has been in the industry since 2018.  Prior to Beach Point, Mr. Wong was an Associate at OpenGate Capital, a private equity firm based in Los Angeles. Mr. Wong was primarily focused on investments within enterprise software, technology enabled services, and corporate divestitures.  Mr. Wong received a bachelor’s degree, magna cum laude, from the University of Southern California with a double major in business administration and accounting.

Mariah Harvey-Brown is an Associate focused on performing fundamental research and company analysis. Mrs. Brown has been in the industry since 2018.  Prior to Beach Point, Mrs. Harvey-Brown was a Senior Associate at Castle Hill Partners in Austin, Texas where she focused on private equity real estate development and asset management across all asset classes and U.S. Geographies. Mrs. Harvey-Brown graduated magna cum laude with a bachelor’s degree in Economics and a bachelors in Environmental Science from Tufts University. She also serves as a board member and Treasurer of the New Land Foundation, a nonprofit organization which funds programs in conservation, environment, civil rights and leadership development.

Zohair Azmi is a Senior Analyst focused on performing fundamental research and company analysis. Mr. Azmi has been in the industry since 2017.  Prior to Beach Point, Mr. Azmi worked as an Analyst at Cyrus Capital Partners focusing on event-driven and distressed investments.  Mr. Azmi graduated summa cum laude from the Wharton School at the University of Pennsylvania with a BSc concentrating in Statistics and Finance.

Ciara McGovern is a Senior Analyst focused on sourcing new investment opportunities and performing fundamental research and company analysis.  Ms. McGovern has been in the industry since 2011. Prior to Beach Point, Ms. McGovern was a Manager in the Financial Advisory Services team at Deloitte, Dublin where she focused on the provision of financial and commercial due diligence to Irish corporates, lenders and investors. During her time in Deloitte, she was seconded to Credit Suisse in London where she focused on regulatory stress testing/market risk projects. Ms. McGovern received a Bachelor of Commerce in Commerce from University College Dublin and a Master of Accounting from Dublin Institute of Technology. She is also a member of Chartered Accountants Ireland since 2013.

Jakob Nilsson is a Senior Analyst focused on sourcing new investment opportunities and credit risk analysis within the UK loan market. Mr. Nilsson has been working within the industry since 2011. Prior to Beach Point Mr. Nilsson worked at BMS Finance, a specialized UK SME debt lender, as Investment Manager focusing on the UK loan market. Prior to BMS Finance Mr. Nilsson worked for Mubadala GE Capital, a Mubadala and GE joint venture, working within their global finance investment team specializing in the execution of a wide range of commercial debt investments. Mr. Nilsson began his career at GE Capital working both in London and Abu Dhabi looking at European and US mid-market leveraged finance transactions. Mr. Nilsson received a bachelor’s degree in Business Economics from University of Westminster in London.

Michael Aronson is an Analyst focused on performing fundamental research and company analysis in the senior bank loan and high yield market. Mr. Aronson has been in the industry since 2017.  Prior to Beach Point, Mr. Aronson held investing roles with DoubleLine Capital and Oaktree Capital. He began his career at Lazard, where he focused on mergers and acquisitions across Aerospace & Defense, Gaming, and Media. Mr. Aronson received a bachelor’s degree in business administration, summa cum laude, from the University of Southern California.

Alan Davis is an Analyst responsible for performing fundamental research and company analysis.  Mr. Davis has been in the industry since 2020. Prior to Beach Point, Mr. Davis worked at Bank of Ireland as an associate on the Corporate Banking Origination team focusing on sourcing and executing loans for mid to large sized public and private businesses.  Mr. Davis holds a BSc in Financial Mathematics and Economics from the National University of Ireland, Galway (NUIG).

Andrew Geenen is an Analyst focused on performing fundamental research and company analysis. Mr. Geenen has been in the industry since 2013. Prior to Beach Point, Mr. Geenen was a Vice President at CBAM. Before CBAM, Andrew was a desk analyst at Citi focused on high yield and distressed debt. Mr. Geenen received a bachelor’s degree in finance from Villanova University and is currently pursuing an MBA at the Wharton School of the University of Pennsylvania.

Colm Griffin is an Analyst focused on performing fundamental research and company analysis. Mr. Griffin has been in the industry since 2019. Prior to Beach Point, Mr. Griffin worked at Mercer as an Investment Consulting Analyst in the Delegated Solutions Client Team. Mr. Griffin also worked as a Financial Analyst at Microsoft in Dublin. Mr. Griffin holds a BSc in Economics and Finance from University College Dublin.

Willard Hawley is an Analyst focused on performing fundamental research and company analysis. Mr. Hawley has been in the industry since 2019.  Prior to Beach Point, Mr. Hawley was an Analyst at Rothschild & Co where he focused on restructuring and debt advisory engagements. Mr. Hawley is a CFA Charterholder and received a bachelor’s degree in applied mathematics from UCLA. Before UCLA, he attended the US Naval Academy.

Curren Mody is an Analyst focused on performing fundamental research and company analysis. Mr. Mody has been in the industry since 2019. Prior to Beach Point, he was an Analyst in the Restructuring and Liability Management group at Guggenheim. Mr. Mody received dual bachelor’s degrees in Commerce and Statistics, with distinction, from the McIntire School of Commerce and College of Arts & Sciences of the University of Virginia.

Jeremy Seow is an Analyst focused on securitized product structuring and system optimization.  Mr. Seow has been in the industry since 2021. Mr. Seow received a bachelor’s degree in computer science and a bachelor’s degree in financial economics from Claremont McKenna College.

William Brooks is a Senior Portfolio Analyst focused on analysis of position level portfolio data. Mr. Brooks has been in the industry since 1996. Prior to Beach Point, he was an Analyst at Post Advisory Group and before that he worked as an Analyst at Allegiance Capital Management and a Corporate Actions Manager at Putnam Investments. Mr. Brooks received his bachelor’s degree and MBA in finance from Pepperdine University.

Cole Gauthier is a Portfolio Analyst -CLO dedicated to the establishment and management of Beach Point’s CLO Platform with a focus on portfolio analysis, test compliance/eligibility criteria, cash management, detailed CLO indenture knowledge and trading mechanics. Mr. Gauthier has been in the industry since 2014. Prior to Beach Point, he managed CLO Operations at Brigade Capital Management. At Brigade, he assisted in the growth and development of both US and European CLO platforms. Before Brigade he worked as an Operations Analyst in the Corporate Credit Department at Guggenheim Partners. Mr. Gauthier received a bachelor’s degree in Environmental Studies from Soka University of America.

Azita Guiv is a Portfolio Analyst, dedicated to helping support the traders. Ms. Guiv has been in the industry since 2013. Prior to Beach Point, Ms. Guiv worked at Trust Company of the West and State Street as an Operations Analyst where she focused on trade management and settlement. Ms. Guiv received her bachelor’s degree in economics, with a minor in accounting from UC San Diego.

Christopher Reed is a Macro Strategist focused on managing the firm’s FX exposure and executing market transactions. Mr. Reed has been in the industry since 2011, most recently as an FX Trader at Banco Bilbao Vizcaya Argentaria (BBVA) where he focused on G10 and various EM currencies.  Prior to BBVA, he was an Analyst at BNSF Railway where he managed their unconsolidated subsidiaries. Mr. Reed is a CFA Charterholder and received a bachelor’s in Finance and Accounting from Texas Christian University.

Dali Cao is a Risk Analyst responsible for analyzing portfolios and quantifying risk. Ms. Cao has been in the industry since 2011. Prior to Beach Point, Ms. Cao worked at Payden & Rygel as a Portfolio Architecture Analyst where she oversaw firm-wide risk analytics and data integrity. Ms. Cao received a bachelor’s degree from Cornell College with a double major in Mathematics and Economics and a master’s degree in financial engineering from Claremont Graduate University.

John Quintanar is Managing Director of Investor Relations for Beach Point Capital Management. Mr. Quintanar has been in the industry for over 15 years. Prior to Beach Point he was Director – Relationship Management at Post Advisory Group. Mr. Quintanar was previously at Affinity Investment Advisors where he was responsible for all marketing and retention of public and corporate pension funds. Before joining Affinity, Mr. Quintanar was Director of Business Development and Government Relations at the Milken Institute. Prior to that, Mr. Quintanar served as Staff Director for United States House of Representatives member Grace F. Napolitano where he was responsible for the organization and management of legislative and constituent staff. Mr. Quintanar received a bachelor’s degree from Whittier College and attended Harvard University.

Joel Karsch is Managing Director of Investor Relations for Beach Point Capital Management. Mr. Karsch has been in the industry since 1993. Prior to Beach Point he was a Senior Client Portfolio Manager at Aberdeen Asset Management. Before Aberdeen, Mr. Karsch was a Portfolio Manager at Deutsche Asset Management and Morgan Grenfell focusing on investments in residential, commercial and asset-backed securities. Mr. Karsch received a bachelor’s degree from the University of Pennsylvania and an MBA from Temple University.

Samantha Levenstein is Managing Director of Investor Relations for Beach Point Capital Management.  Ms. Levenstein has been in the industry since 2009 focusing on helping institutional investors build out their hedge fund, private credit and opportunistic programs, as well as business development.  Prior to Beach Point, she spent 9 years with Aksia LLC, where she sourced and managed the firm’s prospective and existing client relationships. Ms. Levenstein received a bachelor’s degree from the University of Florida’s College of Journalism and Communications and a J.D. from New York Law School.

Ian Griffiths is a Director of Investor Relations for Beach Point Capital Management. Mr. Griffiths has been in the industry since 1999. Prior to Beach Point, Mr. Griffiths was a Senior Investment Manager to Lloyds Bank Pension Trust and the Royal Mail Pension Plan, advising on all pension scheme investment matters to their respective Investment and Funding Committees. Mr. Griffiths was also an Investment Consultant for Mercer, Aon Hewitt and Deloitte where he advised trustees and sponsors on the full range of investment opportunities and liability management. Mr. Griffiths is a CFA Charterholder since 2004 and received a bachelor’s degree in economics from University of Wales, Bangor.

LaDonna Neuhaus is Senior Vice President for Beach Point Capital Management. Mrs. Neuhaus has been in the industry since 1998, focused on portfolio strategy for insurance companies and balance sheet clients. She also has experience working in portfolio management at both insurance companies as well as asset management firms. Prior to Beach Point, Mrs. Neuhaus worked at CNO Financial Group, Goldman Sachs Asset Management, and Fidelity & Guaranty Life. Mrs. Neuhaus is a CFA Charterholder and has received a bachelor’s degree in economics & finance from Eureka College.

Mike Carter is Senior Advisor for Beach Point Capital Management. Prior to Beach Point, Mr. Carter was a Captain with the Los Angeles City Fire Department and for 15 years served as the Fire Department’s elected representative to the Board of Fire and Police Pension Commissioners. During Mr. Carter’s time on the Fire and Police Pension Board he served as President and Vice President, and chaired the real estate and investment committees. Mr. Carter received his bachelor’s degree in public administration from California State University, Los Angeles and also attended Wharton’s Public Policy Initiative.

James Maloney is Senior Advisor for Beach Point Capital Management.  Prior to Beach Point, he served as a Lieutenant for the Chicago Police Department with 35 years of service.  Mr. Maloney was an elected Trustee on the Chicago Police Pension Board and was Chairman of the Investment Committee for the Pension Fund and Acting Chief Investment Officer from November 2014 to April 2016.  He currently serves on the Board of Directors for the Illinois Public Pension Fund Association (IPPFA).  Mr. Maloney holds a bachelor’s degree in Law Enforcement Administration from Western Illinois University and an MBA and MPA from Illinois Institute of Technology and a Masters Certificate in Financial Fraud from St. Xavier University.  In addition, Mr. Maloney is a graduate of the Federal Bureau of Investigation National Academy (FBINA), Quantico, VA, Session 233.