The Investor Partners Group encompasses Business Development, Investor Relations, Corporate Development, Structured Products, Product Specialist and Planning & Operations teams.
Business Development & Investor Relations
The Business Development & Investor Relations teams manage relationships with existing investors and develop relationships with new investors. They target consultants, large foreign and domestic institutions, wealth management firms, family offices and individuals. They oversee the investor experience, including the onboarding process, proactive updates and inbound inquiries. The teams collaborate closely with other departments to develop and execute fund-raising and investor service plans in line with Firm objectives.
The Corporate Development team is responsible for planning and executing strategic initiatives for the Firm, with a focus on driving growth and profitability. The team collaborates with Firm leadership, the other Investor Partners Group teams and business unit leaders to plan and execute high-impact projects such as new fund launches, product extensions, capital raising opportunities, M&A, joint ventures and new product explorations.
The Product Specialist team creates, updates and disseminates information, messaging and materials for investor communications initiatives, and assists Marketing in developing information, messaging and communications materials for other audiences. The team works with Firm leadership, the other Investor Partners Group teams, Direct Lending, Broadly Syndicated Loans, Structured Finance, Fund Accounting and Compliance to create and disseminate information that is timely, accurate, on-brand and on-message. In addition, the team assists Business Development in technical discussions with potential and current investors. The team also frequently develops and/or presents content for investor-oriented presentations, panels and speaking opportunities.
The Structured Products team structures borrowing solutions for our various funds and accounts. They organize securitization financings and Collateralized Loan Obligations (“CLOs”), and invest in other parties’ outstanding CLOs. The Structured Products team also arranges and reviews traditional borrowing arrangements. The team has significant experience structuring CLOs and traditional borrowing facility deals that are good for our underlying funds and accounts and also appeal to a broad base of top-tier lenders and securitization market participants. The Structured Products team works closely with various areas of the Firm to ensure seamless execution of transactions.
Planning & Operations
The Planning & Operations team is responsible for driving strategic planning and reporting, leading technology and data initiatives for the Investor Partners Group, providing analytic and operational support to the client-facing team and interfacing with Human Resources and Legal & Compliance. The group helps inform strategy across investor segments in conjunction with the Business Development & Investor Relations teams and develops key performance indicators to assess performance against goals. It is responsible for fund close processing, fund activity administration, and Investor Care Program administration. The team also drives the human capital agenda for the Investor Partners Group, including employee engagement initiatives, career development and performance management.