About Us Investment Teams Morgan Stanley Private Credit

Morgan Stanley Private Credit

Capabilities: Private Credit & Equity
About Us Investment Teams Morgan Stanley Private Credit
Morgan Stanley Private Credit
Capabilities: Private Credit & Equity

Morgan Stanley Private Credit

Capabilities: Private Credit & Equity

 
 
Summary

The Morgan Stanley Private Credit team seeks to create value as a long-term partner for financial sponsors and companies throughout an investment’s life-cycle. The team’s experienced professionals have extensive industry relationships and significant expertise in investment origination, deal structuring, credit analysis and principal investing in the leveraged finance markets.

We seek to take a cooperative role with management throughout the term of our investment and to structure financings consistent with the portfolio company’s strategic and financial objectives.   

Private Credit also leverages the brand and unparalleled global network of Morgan Stanley to source investment intelligence and opportunities and to deliver the full breadth and depth of resources that the firm has to offer to our portfolio companies.

‘‘

We believe the continued demand for capital creates a dynamic in the middle market for leveraged credit that is less amenable to issuers, and more favorable to investors, especially versus the traditional credit markets.

 
 
 
Portfolio Managers
Jeff Levin
Jeff Levin
Managing Director | Portfolio Manager and Head of Direct Lending
19 years industry experience
Ashwin Krishnan
Ashwin Krishnan
Managing Director, Portfolio Manager
20 years industry experience
Henry D'Alessandro
Hank D'Alessandro
CIO, Credit Partners and Senior Loan
29 years industry experience
Thomas Bergen
Thomas Bergen
Managing Director, Portfolio Manager
24 years industry experience
Jeff Day
Jeff Day
Managing Director
22 years industry experience
David Kulakofsky
David Kulakofsky
Managing Director
22 years industry experience
Peter Ma
Peter Ma
Managing Director
11 years industry experience
Kunal Soni
Kunal Soni
Managing Director
22 years industry experience
Debra Abramovitz
Debra Abramovitz
Executive Director
33 years industry experience
Fay Chen
Fay Chen
Executive Director
17 years industry experience
William Gassman
William Gassman
Executive Director
20 years industry experience
Orit Mizrachi
Orit Mizrachi
Executive Director
27 years industry experience
James Morphis
James Morphis
Executive Director
6 years industry experience
Jason Neider
Jason Neider
Executive Director
16 years industry experience
Hart Orenstein
Hart Orenstein
Executive Director
16 years industry experience
Venu Rathi
Venu Rathi
Executive Director
21 years industry experience
Nick Romig
Nick Romig
Executive Director
15 years industry experience
Rebecca Shaoul
Rebecca Shaoul
Executive Director
12 years industry experience
Jon Spivak
Jon Spivak
Executive Director
13 years industry experience
Katarina Bridova
Katarina Bridova
Vice President
14 years industry experience
Griffin Coakley
Griffin Coakley
Vice President
6 years industry experience
Aleksandar Nikolic
Aleksandar Nikolic
Vice President
7 years industry experience
Steven Santoro
Steven Santoro
Vice President
10 years industry experience
Joyce Shen
Joyce Shen
Vice President
10 years industry experience
Mario Zillner
Mario A. Zillner
Vice President
11 years industry experience
 
 
 
 
 

As of June 15, 2021. Team and portfolio information may change from time to time.

1  Morgan Stanley Private Credit is the marketing name for the private credit platform of Morgan Stanley Investment Management, which is comprised of several pooled investment vehicles advised by SEC registered investment adviser MS Capital Partners Adviser Inc.

2  Based on actual capital commitments received plus committed leverage, where applicable.  In the case of business development companies (BDC's), target leverage is used.

3  Data as of June 15, 2021

4  Access to certain parts of Morgan Stanley may be subject to third-party confidentiality obligations and to information barriers established by Morgan Stanley in order to manage potential conflicts of interest.

There is no guarantee that any of the investments listed above resulted in positive performance (for realized holdings), or will perform well in the future (for current holdings). The trademarks and service marks above are the property of their respective owners. The information on this website has not been authorized, sponsored, or otherwise approved by such owners.

By clicking on any links shown here, you agree that you are navigating to a third party site. We are providing these hyperlinks to you only as a convenience and the inclusion of any hyperlink is not and does not imply any endorsement, approval, investigation, verification or monitoring by us of any information contained in any hyperlinked site. In no event shall we be responsible for the information contained on the site or your use of such site.

The information presented herein is solely for informational and educational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

The information presented does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision. There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes. Past performance is no guarantee of future results.

Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

Morgan Stanley is a full-service securities firm engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.