January 28, 2015 4:37 AM ET

Capital Markets

Company Overview of Highland Capital Management, L.P.

Company Overview

Highland Capital Management, L.P. is an employee owned investment manager. The firm primarily manages accounts for pooled investment vehicles. It also caters to investment companies, pension plans, banks, insurance companies, foundations, and high net worth individuals. The firm manages structured investment vehicles, separately managed accounts, mutual funds, and hedge funds. It invests in the public equity, fixed income, and hedging markets across the globe. The firm typically invests in leveraged loans, high yield bonds, and structured products. It employs a fundamental research-driven value-oriented approach to make its investments. The firm was formerly known as Protective Asset Managem...

300 Crescent Court

Suite 700

Dallas, TX 75201

United States

Founded in 1993

Phone:

972-628-4100

Fax:

972-628-4147

Key Executives for Highland Capital Management, L.P.

Co-Founder
Age: 51
Co-Founder
Age: 53
Chief Financial Officer
Chief Operating Officer
Managing Director of Institutional Fundraising and Client Service
Compensation as of Fiscal Year 2014.

Highland Capital Management, L.P. Key Developments

Highland Capital Management, L.P. Appoints Felicia Smith as Managing Director

Highland Capital Management, L.P. announced the hiring of Felicia Smith as Managing Director. Ms. Smith will report to Josh Terry, Head of Structured Products and Trading for Highland Capital Management. She will be based in Dallas, TX. Ms. Smith will join Highland's business development team where she will be responsible for identifying and developing new relationships with institutional clients. In particular, she will focus on raising assets for Highland's CLO and credit platforms. Ms. Smith has over ten years of financial market experience. She joins Highland from Santander Consumer USA where she served as Vice President of Capital Markets. In this role she was responsible for overseeing all corporate funding and liquidity activities and was head of debt investor relations.

Highland Capital Management Expands Sales Team for Non-Traded Products

Highland Capital Management, L.P. announced the addition of nine new hires to its sales group for non-traded and mutual fund products in the independent broker-dealer channel. The new hires include five regional sales directors, Daniel Church, CFP(R), Anthony Hazen, Kevin Helwig, Michael Klisares, CFP(R), and Matthew Selman and four regional sales consultants. All nine new hires will report to Brian Mitts, who heads up distribution in the independent broker dealer channel. These hires, in addition to Jennifer Ricci, who was hired earlier this year to manage the national accounts effort, represent Highland's entrance into the independent channel and non-traded products business, which is expected to launch. Highland's new regional sales directors will be responsible for launching the company's suite of non-traded product offerings. Each director brings with them strategic relationships in the independent broker dealer channel that will help grow Highland's non-traded business and expand its reach into new territories. Church joins from Franklin Square Partners where he served as Regional Marketing Director. Hazen joins from BlueRock Real Estate where he served as Regional Vice President for Western regional sales. Helwig joins from Ascendant Capital/KBR Capital Markets where he served as Managing Director and National Sales Manager. Klisares joins from ICON Investments where he served as Regional Vice President for the Midwest region and was responsible for distributing credit funds to independent financial advisors. Selman joins from Dividend Capital Securities where he was Vice President and Regional Director.

Highland Capital Management, L.P. Presents at The 3rd Annual Investors' Conference on CLOs and Leveraged Loans, Apr-22-2014 through Apr-23-2014

Highland Capital Management, L.P. Presents at The 3rd Annual Investors' Conference on CLOs and Leveraged Loans, Apr-22-2014 through Apr-23-2014. Venue: Marriott Marquis, 1535 Broadway, New York, NY 10036, United States. Presentation Date & Speakers: Apr-22-2014, Alexey Dronov, Director, Josh Terry, Managing Director and Head of Structured Products and Trading.

Similar Private Companies By Industry

Company Name Region
Leopard Acquisition Corp. United States
Farmer's Cooperative Association, Inc. United States
Divisar Capital Management, LLC United States
Sportsco, Inc. United States
Boston Equity Advisors, LLC United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
January 8, 2015
Hilton Garden Inn Dallas/Market Center
Spin-Off/Split-Off
September 29, 2014
NexPoint Residential Trust, Inc.
Merger/Acquisition
September 15, 2014
Portfolio of Loans and Bonds
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Highland Capital Management, L.P., please visit www.hcmlp.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.