Private Market Investments, Insurance, and Capital Structure

I invest and advise across the capital structure with particular interest in financial institutions such as those in alternative and traditional asset management, wealth management, and insurance.

Transaction Experience

Select transactions I worked on as an investor or advisor (deal type in parenthesis):

  • Athene Asset Management (Merger / re-org) - Led workstreams of Apollo’s largest merger/re-org prior to 2022

  • PK AirFinance (Asset Sale) - Led workstream of Apollo and Athene purchase transaction of GE Capital’s PK AirFinance (ABF)

  • Sun Edison’s C&I unit (Bankruptcy Sale / Spinout) - Developed due diligence, integration, and retention plan for 363 Sale of energy transition private credit direct lender, buyside

  • Calgon Carbon (NYSE: CCC) (Buyout) - Advised foreign purchaser on its take-private of U.S. industrials firm

  • Lucra, Inc. (Venture Capital) - Invested in peer-to-peer sports betting app

My Background

 

I am an investor and advisor interested in companies and sectors experiencing significant change. Before business school at Stanford, I was the youngest director at Apollo, a large alternative asset manager.

My work at Apollo introduced me to the world of alternative asset management, financial institutions, and investing in complexity. Prior to that, I advised on M&A transactions as a consultant. At Stanford, I deepened my knowledge of finance and investing and ranked in the top decile of financial modeling in the business school’s flagship Finance 350 course.

In addition to investing, I enjoy researching and writing about capital structure. At the end of 2021, I wrote “How Do Zombies Stay Alive,” a 30-page report on corporate distress and its links to debt markets and I regularly publish on a variety of topics related to financial markets.

 

Consultant,
Financial institutions

2021 – Present

Investor,
The MBA Fund

2020 – 2021

Director,
Apollo Global Management

2017 – 2020

Consultant and Venture Investor,
Mercer

2015 – 2017

Master of Business Administration,
Stanford Graduate School of Business

2022

Bachelor of Arts
Columbia University

2015