Webinar: Unlocking Opportunities in Global Credit with Oaktree

Watch the replay: for Professional Investors only

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About the session

Against the backdrop of higher yields and uncertainty in the current macroeconomic environment, opportunities in credit investing have emerged after more than a decade of low interest rates. 

Endowus warmly invites you to an exclusive webinar on Thursday, 13 July at 12pm, to explore how Oaktree leverages its experience in managing multi-strategy credit portfolios to help clients generate current income and attractive total return while focusing strongly on risk management. 

This session will be jointly hosted by:

• Danielle Poli, Managing Director, Multi-Asset Credit Product Specialist and Head of the Product Specialist Group at Oaktree
• Lin Huang, Senior Vice President at Oaktree‍
• Yulin Liu, Investment Lead at Endowus

About Oaktree Capital Management

Oaktree Capital Management is a global asset management firm specialising in alternative investment strategies, with US$172 billion of assets under management across four main asset classes: credit, private equity, real estate and listed equities. Founded in 1995, Oaktree’s global team today comprises more than 1,000 professionals operating in 19 offices across worldwide.

Within Oaktree, the Global Credit team manages over US$110+ billion across the credit risk spectrum: from private credit to emerging market debt. Oaktree has been investing in credit assets for more than 25 years and the current team consists of over 1,000 investment professionals.

Read more: Oaktree Capital Management and memos from Howard Marks

About the speakers‍

Danielle Poli, Managing Director, Multi-Asset Credit Product Specialist and Head of the Product Specialist Group, Oaktree

‍Ms. Poli is a Managing Director and Co-Portfolio Manager of a product within the Global Credit strategy. Since joining Oaktree in 2014, Ms. Poli has led the expansion of the firm’s multi-asset credit offerings, including its flagship Global Credit strategy for which she is a Senior Specialist and Member of the Investment Committee. In addition, Ms. Poli oversees Oaktree’s product management activities globally across Credit, Private Equity, Real Assets and Listed Equities, in her role as Head of the Product Specialist Group. 

Prior to joining Oaktree, Ms. Poli earned her M.B.A. at the UCLA Anderson School of Management, where she was the recipient of the Laurence and Lori Fink Investment Management Fellowship and an intern at Oaktree in 2013. Prior experience includes four years at PAAMCO KKR Prisma (formerly PAAMCO) where Ms. Poli helped manage hedge fund portfolios for institutional clients. Ms. Poli holds a B.S. degree in business administration from the University of Southern California and is a CAIA charterholder.‍

Lin Huang, Senior Vice President, Oaktree

Ms. Huang joined Oaktree in 2021 from King Street Capital Management, where she was a Director for Fundraising and Investor Relations. There, Ms. Huang had coverage of asset allocators in Asia ex-Japan and Korea across a diverse range of investors and absolute return products. 

Prior thereto, Ms. Huang was an investment banking associate at Bank of America Merrill Lynch. Before that, she was an Investment Analyst for the Merrill Lynch Asian Real Estate Opportunity strategy. Ms. Huang received a B. Comm. in finance from the University of British Columbia.

Yulin Liu, Investment Lead, Endowus

Yulin Liu is the Investment Lead at Endowus. Yulin focuses on investment due diligence and portfolio construction, and coordinates with other departments on investment-related matters. She is a member of the Investment Committee and is passionate about making investing more accessible and easier for individuals. 

Her most recent role was with AQR Capital Management, where she served major institutional investors across Asia in their investment and portfolio monitoring needs. 

Yulin holds a Masters in Financial Analysis (Distinction) from London Business School, and a MEng in Engineering, Economics and Management (First Class Honours) from the University of Oxford.

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