Company Overview of Oaktree Capital Management, L.P.
Oaktree Capital Management, L.P. is a privately owned investment manager. The firm invests in the public equity, private equity, infrastructure, real estate, fixed income markets, and alternative asset markets. The firm does not invest in private equity auctions. It does not invest in turnarounds and start-ups. It invests in the value stocks of companies and distress-for-control activities. For its fixed income investments, it invests in corporate debt, convertible securities, and distressed debt. Within private equity, the firm invests in growth capital, buyout, industry consolidation, recapitalization of middle market companies. It invests in crude petroleum and natural gas, coal and consu...
20/F, Citibank Tower
3 Garden Road
Founded in 1995
Key Executives for Oaktree Capital Management, L.P.
Chief Executive Officer and Outside Director
Co-Founder, Chief Investment Officer, Portfolio Manager, and Co-Chairman
Principal and Co-Chairman
Principal, Group Founder, and Portfolio Manager
Principal and Chief Financial Officer
Compensation as of Fiscal Year 2016.
Oaktree Capital Management, L.P. Key Developments
Oaktree Capital Management, L.P. Announces the Issuance of $100 Million Aggregate Principal Amount of its 3.69% Senior Notes Due July 12, 2031
Jul 12 16
on July 12, 2016, Oaktree Capital Management, L.P. issued and sold to the Investors $100 million aggregate principal amount of its 3.69% Senior Notes due July 12, 2031. The offering of the Notes closed on July 12, 2016. The Notes will be senior unsecured obligations of the Issuer, guaranteed by the Guarantors on a joint and several basis. The offer and sale of the Notes and the Guarantees were made solely in private placement transactions exempt from registration pursuant to Section 4(a)(2) of the Securities Act of 1933, as amended. The Notes will bear interest at a rate of 3.69% per annum, payable semi-annually, and will be due on July 12, 2031. The Note Agreement provides for certain affirmative and negative covenants, including financial covenants relating to the Obligors’ combined leverage ratio and minimum assets under management. In addition, the Note Agreement contains customary representations and warranties of the Obligors and customary events of default, in certain cases, subject to cure periods. The Issuer may prepay all, or from time to time any part of, the Notes at any time, subject to the Issuer’s payment of the applicable make-whole amount determined with respect to such principal amount prepaid. Upon the occurrence of a change of control, the Issuer will be required to make an offer to prepay the Notes together with the applicable make-whole amount determined with respect to such principal amount prepaid. The Note Agreement contains customary events of default, including, among other things, failure to pay interest, breach of certain covenants, failure to pay certain other indebtedness at maturity or upon earlier acceleration, and certain events of insolvency or bankruptcy. Upon the occurrence and continuance of an event of default, the holders of at least a majority in outstanding principal amount of the Notes may declare the Notes immediately due and payable by providing notice to the Issuer and exercise other rights and remedies. Such termination and declaration will occur automatically in the event of certain insolvency or bankruptcy related events of default. The Issuer intends to use the proceeds from the sale of the Notes to repay a portion of its $250 million term loan due March 31, 2021.
Oaktree Capital Management, L.P. Presents at 2016 Wells Fargo West Coast Energy Conference, Jun-22-2016 12:00 PM
Jun 3 16
Oaktree Capital Management, L.P. Presents at 2016 Wells Fargo West Coast Energy Conference, Jun-22-2016 12:00 PM. Venue: The RitzCarlton, San Francisco, 600 Stockton Street, San Francisco, CA 94108, United States. Speakers: Adam C. Pierce, Managing Director.
China Jianyin In Talks To Acquire SGD
May 10 16
China Jianyin Investment Limited (JIC) has entered into exclusive discussions with Oaktree Capital Management, L.P. to acquire SGD S.A. Jürgen Sackhoff, President of SGD said: "We are keen to welcome JIC as our proposed new shareholder, as they are a long-term investor which fits extremely well with our business model and strategic roadmap. Moreover, the combination with JIC will open us exciting new growth opportunities in Asia. All of this will benefit our employees in France and across the globe, our customers and partners. As a conclusion, I am very excited about the future of SGD Pharma with JIC being the new shareholder. I also thank Oaktree for their support to develop SGD Pharma into a standalone company.” The proposed transaction will be submitted to the relevant workers’ council of SGD. It will be subject to competition and other regulatory approvals. JPMorgan Chase & Co. (NYSE:JPM) and Lazard Ltd. (NYSE:LAZ) acted as financial advisors and Weil, Gotshal & Manges acted as legal advisor to Oaktree. N M Rothschild & Sons Limited acted as financial advisor and Bredin Prat acted as legal advisor to JIC.
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