Profil
Ms. Lindsay E.
Berz, CFA, is a Managing Director & Assistant Portfolio Manager at OCM Distressed Debt Group.
Ms. Berz was previously employed as a Senior Analyst by Carlson Capital LP, a Corporate Credit Analyst by Royal Bank of Scotland (New York Branch), and a Senior Analyst by Chapdelaine & Co.
She received her undergraduate degree from Georgetown University.
Aktiva positioner av Lindsay Elyse Berz
| Företag | Position | Start |
|---|---|---|
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Opportunistic Credit invests in companies located in the United States. The firm provides financing for distressed debt. | Privat kapitalinvesterare | 2015-09-01 |
Tidigare kända positioner av Lindsay Elyse Berz
| Företag | Position | Slut |
|---|---|---|
Carlson Capital LP
Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Analytiker-Fasta Inkomster | 2015-01-01 |
Royal Bank of Scotland (New York Branch)
Royal Bank of Scotland (New York Branch) Major BanksFinance Provides commercial banking services | Företagsledare/Principal | 2009-08-01 |
Chapdelaine & Co.
Chapdelaine & Co. Investment Banks/BrokersFinance Provides municipal bond brokerage services | Företagsledare/Principal | - |
Lindsay Elyse Berzs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Carlson Capital LP
Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Finance |
Chapdelaine & Co.
Chapdelaine & Co. Investment Banks/BrokersFinance Provides municipal bond brokerage services | Finance |
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Opportunistic Credit invests in companies located in the United States. The firm provides financing for distressed debt. | Finance |
Royal Bank of Scotland (New York Branch)
Royal Bank of Scotland (New York Branch) Major BanksFinance Provides commercial banking services | Finance |
















