[ASK2020] Lending pitfalls and how to avoid them in Opportunistic and Direct Lending

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, USA, is an institutional alternative investment management firm that specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund and provides beta and hedging solutions for institutional clients. Headquartered in Fort Worth, Texas, the company maintains affiliate offices in New York City, London, Toronto and Tokyo.

[Speakers' Biography]

Frank Jordan, Partner, Head of Client Partnership Group, joined Crestline in 2016. Previously, Mr. Jordan was Partner & Co-Head of Business Development and member of Executive Committee at GoldenTree Asset Management, where he led a strategic realignment of client communication, and spearheaded a rescue capital raise for a levered fund during the 2008 GFC. He was a Partner of High Yield Sales at Wasserstein Perella, Preferred Stock Sales Head at Salomon Brothers, and was Cofounder & Chief Revenue Officer for The Bleachers Corporation. Mr. Jordan holds an MBA from Tulane University and is a graduate of the University of Alabama.