Webinar: Unlocking Opportunities in Global Credit with Oaktree
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Webinar: Unlocking Opportunities in Global Credit with Oaktree

14 Jul
4 Jul

Watch the replay: for Professional Investors only

Please note that this webinar is only open to Endowus clients who are Professional Investors (PIs); it is not publicly available.

If you are a verified PI with Endowus, you may request for the webinar replay by reaching out to support.hk@endowus.com.

Yet to create an Endowus account? Get started here. If you already have an Endowus account but are not yet verified as a PI with us, please email support.hk@endowus.com to share the relevant documentation.

To learn more about opting in as a PI in Hong Kong, check out this article.

Note: For Professional Investors who have registered for the webinar, you opt in to receive fund-specific information and marketing materials after the session. If you would like to opt out of receiving these materials, please reach out to support.hk@endowus.com.

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.


This webinar has been prepared by Endowus HK Limited ("Endowus"), which is licensed (CE No. BQR225) by the Securities and Futures Commission (the "SFC") in Hong Kong pursuant to the Securities and Futures Ordinance (Cap. 571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. You can verify this information on the SFC's website.The content contained in this page has not been reviewed by the SFC or any regulatory authority in Hong Kong and are subject to the disclaimers set out below.

Disclaimer: This webinar is intended for Professional Investors only.

This material and information herein is provided by Endowus for general information only and does not constitute a recommendation, an offer to sell, or a solicitation to invest in the Fund or other products mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. The information is subject to change at any time without notice. Investments are subject to investment risks including the possible loss of the principal amount invested. Past performance is not necessarily indicative of the future or likely performance of the Fund. Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. There can be no assurance that investment objectives will be achieved. Its contents are based on information obtained from sources believed to be reliable but Endowus makes no representations and accepts no responsibility or liability as to its completeness or accuracy. The information does not constitute, and should not be used as a substitute for, tax, legal or investment advice. The information should not be relied upon exclusively or as authoritative without further being subject to your own independent verification and exercise of judgment.

Before you invest in any investment products, you should read the relevant offering documents for disclosure of key features, key risks and other important information of the product and obtain advice from Endowus or a financial adviser ("FA") before making a commitment to invest in the Fund. In the event that you choose not to obtain advice from Endowus or a FA, you should assess whether the Fund is suitable for you before proceeding to invest. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss or consequences arising whether directly or indirectly as a result of your acting based on the information in this material.  This material and information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject Endowus to any registration or licensing requirement in such jurisdiction or country.

Please also refer to our full disclaimer here. Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. projected performance is not guaranteed. This material has not been reviewed by the SFC.

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