BBA in Finance, Minors in Law/Legal Reasoning & Sports Management (Class of 2019)
Career Background:
Graduated from SMU in 2019. Directly out of school, I joined with Fidus Capital as an Investment Analyst based out of Chicago, IL. Fidus is a publicly traded business development company (FDUS) focused on investment debt / minority equity into lower middle market companies. In January 2022, I moved to New York City to join with Blue Owl Capital (fka Owl Rock), a multi-strategy asset manager with over $225bn in AUM. I initially joined as an Investment Associate focused on underwriting / monitoring debt and junior capital investments into middle-market companies; I have also expanded responsibilities to assist with Corporate Development / M&A for the Blue Owl parent company.
What am I doing – describe your current role and objectives:
Today, I am primarily focused on underwriting / monitoring new investment opportunities within private credit / private equity. As noted above, I have also recently expanded my role to join the Corporate Development / Strategic M&A team, notably closed on Blue Owl's acquisition of Kuvare Asset Management and subsequently launching our Insurance Solutions business.
Connections trying to make:
Although based in NYC today, I am an avid SMU supporter and am continuously looking for ways to remain connected with the school and its alumni base. I frequently travel back to campus for various events, including football season tickets. I really like the goal of the 1911 Group, and I've been looking for new ways to expand my connections base within "buyside" finance (as well as other industries!) from SMU whether that be in Dallas or New York.