Mr. Beckham joined Crestline Summit in 2021 and has over 15 years' experience in the investment industry and currently oversees tactical strategies for Crestline's Summit Equity Alpha Fund. Prior to joining the Summit team, Mr. Beckham worked in business development at Walleye Capital and before that as an allocator at Texas Teachers Retirement System. While at Texas TRS, he built out the internal Equity Capital Markets program for the Trust. Mr. Beckham also previously co-managed an Index Event strategy at Alpine Global and started his career trading market microstructure arbitrage opportunities at proprietary shops such as Assent LLC. He graduated Magna Cum Laude from Texas A&M University with a B.S. in Finance and minor in Psychology. Mr. Beckham is a CFA Charterholder.
Download Zip ::: https://tweeat.com/2yMc36
Mr. Bratton is Founder, Chief Executive Officer, Co-Chief Investment Officer of Crestline Investors, Inc., the general partner of Crestline Management, L.P., the manager of a diversified family of investment products. He is the Chair of the Investment and Management Committees. Mr. Bratton has been an investment professional with organizations utilizing alternative asset strategies since 1983. He has extensive experience in credit strategies, hedge fund management, private equity and venture capital. Since 1989, Mr. Bratton has managed portfolios using these strategies on behalf of Crestline and the Bass family. During this period, he also negotiated alternative asset related purchases and joint ventures. These include: lift-outs of proprietary trading groups, seeding of asset managers and the acquisition of investment management organizations.
Mr. Bratton has been President of Crestline Investors, Inc. since 1997. Prior to founding Crestline Investors, he was employed by Taylor & Company, an investment organization associated with members of the Bass family, the Airlie Group, L.P., Investment, L.P. and Smith Barney Harris Upham. Mr. Bratton received a BS from North Carolina State University in 1981 and a Masters of Business Administration with Honors from Duke University in 1984.
Mr. Brown joined Crestline in 2017 and is a Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Brown was a Manager at CR3 Partners where he performed financial advisory, restructuring, detailed analysis, and transaction support for middle market clients to provide a successful restructuring. Prior to that, he was a Senior Associate for glendonTodd Capital where he was responsible for sourcing, evaluating and executing investments, as well as managing and monitoring the activities of portfolio companies. Mr. Brown graduated cum laude with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from Southern Methodist University.
Mr. Bullard joined Crestline in 2013 and is a Managing Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Bullard work with Raymond James & Associates as an Investment Banking Analyst. Mr. Bullard received his BS in Business Administration from Washington University in St. Louis.
Mr. Choy joined Crestline in 2013 as a Senior Advisor to Crestline-Kirchner, a division focusing on mature and underperforming private equity funds, and subsequently joined the Fund Liquidity Solutions Group in 2018 as a Director. Mr. Choy has 25+ years of private investment and operational experience in technology and traditional sectors. Prior to Crestline, Mr. Choy was a portfolio manager with Kirchner Group and served as the successor General Partner for lower middle market private equity funds where he oversaw the management and turnaround of underperforming portfolios. Prior to that, Mr. Choy was with CIBC Capital Partners, the merchant banking operation of CIBC, where he executed transactions and worked closely with portfolio companies across a broad range of technology subsectors. Mr. Choy graduated with a BS in Electrical Engineering with a Telecommunications specialization from the University of Alberta and an MBA from the Rotman School of Management at the University of Toronto.
Mr. Christon joined Crestline in 2015 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Christon has 24 years of financial advisory and management experience with a focus on distressed investments, corporate restructuring, and business valuations. At Crestline, Mr. Christon has been involved with several portfolio financing and fund restructuring transactions. He also oversees the portfolio financing underwriting and asset management for the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Christon was with Waterview Advisors where he advised underperforming companies, performed business valuations and provided litigation support for clients in bankruptcy court. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Earlier in his career, he focused on business valuations and investment banking services for the firms Bernstein, Phalon & Conklin, and Houlihan Lokey. Mr. Christon holds an MA in Applied Economics, a JD and an MBA from Southern Methodist University, and a BS in Economics from Auburn University.
Mr. Couch joined Crestline in 2019 and is a Director in the Fund Liquidity Solutions Group. Most recently, he was a member of the Corporate Development Group at Texas Instruments where he evaluated M&A opportunities across the semiconductor industry and managed a portfolio of direct equity and VC investments on behalf of TI Ventures, including serving as a Board Observer for the Dataforth Corporation. Prior to Texas Instruments, he worked in the Financial Advisory Service practices at both Weaver and RSM, where he provided due diligence, valuation, and forensic services to a variety of middle market clients. Mr. Couch holds a B.S. degree in Business Administration from Trinity University and a M.S. in Accounting from Texas Christian University and is a CPA (inactive).
Mr. Derr joined Crestline in 2017 and is a Director in the Fund Liquidity Solutions Group. Mr. Derr has 15 years of experience in investment banking, debt capital markets and credit underwriting. Prior to joining Crestline, Mr. Derr worked for Macquarie Capital in the Leveraged Finance and Financial Sponsors Investment Banking groups in New York. While at Macquarie, he was responsible for structuring, underwriting and executing senior and subordinated broadly syndicated and private loans for leveraged buyouts, recapitalizations and mergers of private equity-owned companies across several industries. Before that, he held positions at Bank of America Merrill Lynch in New York within the Corporate Banking and Corporate Debt Products groups. Mr. Derr holds a Bachelor of Science degree in Finance with a minor in Economics from Pennsylvania State University.
Mr. Fillmore joined Crestline in 2021 as an Analyst in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Fillmore was a Senior Audit Associate at BDO USA LLP where he led audit engagements of private investment vehicles and lower middle market firms. Mr. Fillmore graduated with a M.S. in Accountancy and Data Analytics from the University of Mississippi. He is also a CFA Charterholder and a Certified Public Accountant.
Mr. Friemel joined Crestline in 2018 and is responsible for investment origination and execution within Crestline's Opportunistic and Private Credit Strategies. Prior to joining the firm, he was CFO of Frontier Waste Holdings, a PE-backed solid waste management company headquartered in Dallas, TX. Prior to that, he was a Vice President of Environmental Services at Comerica Bank, focused on providing secured financing to privately held, waste management businesses across the United States and Canada.Mr. Friemel holds an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from Texas Christian University.
Mr. Grunow joined Crestline in 2013 and is a Director in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. and Masters in Accounting from The University of Texas at Austin. Mr. Grunow currently serves on the Board of Directors of Broadvoice, bMedia, and GiGstreem and is a former board member of Actifio, Inc.
Michael joined Crestline in 2015. Prior to Crestline he worked at BAML, Credit Suisse/DLJ, McKinsey and JP Morgan, over 26 years, principally in credit-focused roles, responsible for a variety of Distressed, Special Situations and Leveraged Finance businesses in Europe. He served with the British army in Germany and was educated at Oxford and Harvard.
Mr. Hodgdon joined Crestline in 2021 as President and Board Director of the Crestline Insurance Business. Mr. Hodgdon has had extensive experience as a CEO and Board Director in leading multiple Life and Annuity insurance and reinsurance companies, and is recognized as an industry leader in the U.S. and International insurance markets. Mr. Hodgdon spent several years in Ireland as Chairman and CEO leading the AEGON insurance and reinsurance expansion in Europe. He was a past Chairman of DIMA and member of the Taoiseach Insurance Finance Committee and was integrally involved in the European Life Reinsurance and initial Solvency II directive. Mr. Hodgdon has a Bachelor of Science degree from Concordia University.
Mr. Hudson joined Crestline in 2017 in the Opportunistic Strategies Group. Prior to joining the Firm, Mr. Hudson was an Associate for DalFort Capital Partners where he focused on underwriting and managing investments in the industrial manufacturing and specialty chemical sectors. Prior to his role at DalFort Capital, Matt began his career as a Credit Analyst at Frost Bank where he underwrote and managed senior secured loans across a variety of industries. Mr. Hudson received his B.B.A. in Finance and Entrepreneurial Management from Texas Christian University and an M.B.A. in Finance and Strategy from Southern Methodist University.
7fc3f7cf58