Deep expertise with clear results
“Our team of extraordinary leaders and investment professionals are committed to building a one-of-a-kind investment platform to serve insurance companies and their policyholders, and to deliver meaningful long-term value for our partners by pursuing attractive opportunities that others overlook.”
Anant Bhalla
Co-Founder and Chief Executive Officer
Anant has a proven track record as an investor, business builder and operator in financial services across multiple companies spanning asset management, insurance and wealth management.
Team
Emily Archer
Associate, OCIO
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Brett Bandsma
Chief Technology Officer
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Chris Bauer
Managing Director, OCIO
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Cassandra Becker
Chief Compliance Officer and Senior Counsel
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Anant Bhalla
Co-Founder and Chief Executive Officer
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Whitney Cacase
Chief People Officer
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James Chan
Principal, Opportunistic Private Credit & Asset-Backed Finance
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Eddie Chung
Senior Associate, Residential & Consumer Lending
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Philip Coonley
Vice President, Residential & Consumer Lending
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Brandon Dale
Associate, Finance & Investment Operations
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Victoria Denti
Vice President, Finance & Investment Operations
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Jeff Dick
Vice President, Commercial Real Estate Asset Management
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Pankil Doshi
Partner, Head of Commercial Real Estate
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Sanjeev Doss
Chief Legal Officer
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Yavor Efremov
Partner, Private Equity & Partnerships
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James Hamalainen
Partner, Chief Operating Officer
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Kevin Hubers
Vice President, Cash Management
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William Johnston
Principal, Commercial Real Estate
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Anders Kolding
Principal, Asset Allocation & ALM
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Matt Ledwin
Vice President, Commercial Real Estate
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Ivy Lee
Principal, OCIO
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Jared Levy
Head of Communications & Public Affairs
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Diana Luk
Senior Associate, Asset Allocation & ALM
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Jeff Lyons
Vice President, Quant Development
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Juan Ignacio Martinez
Senior Associate, Opportunistic Private Credit & Asset-Backed Finance
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Clayton Meyer
Principal, Commercial Real Estate
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John McCaffrey
Head of Tax & AGC
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Olga Mir
Associate General Counsel
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Peter Mistretta
Vice President, Private Equity & Partnerships
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Stanley Pang
Senior Associate, Quant Development
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Harshvir Parmar
Associate, Asset Allocation & ALM
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Stuart Perowne
Managing Director, Hedging & Derivatives
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Matthew Petre
Principal, Business Development
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Shawn Pierce
Managing Director, Residential & Consumer Lending
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Marissa Pitterle
Principal, OCIO
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Jacob Rauch
Senior Associate, Quant Development
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David Rodriguez
Analyst, Finance & Investment Operations
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Sarah Salvucci
Senior Associate, Finance & Investment Operations
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Luke Schuessler
Senior Associate, Finance & Investment Operations
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Ashok Vishnubhakta
Partner, Opportunistic Private Credit & Asset-Backed Finance
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Steven Zhou
Managing Director, Hedging and Derivatives
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