Morgan Stanley Private Credit

Capabilities: Private Credit & Equity

Capabilities: Private Credit & Equity

Morgan Stanley Private Credit

Capabilities: Private Credit & Equity

Overview
Portfolio Managers
Portfolio
Strategies
Insights

Overview

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

Managing Director | Portfolio Manager and Head of Direct Lending

19 years industry experience

Ashwin Krishnan

Managing Director, Portfolio Manager

20 years industry experience

Hank D'Alessandro

CIO, Credit Partners and Senior Loan

29 years industry experience

Thomas Bergen

Managing Director, Portfolio Manager

24 years industry experience

Jeff Day

Managing Director

22 years industry experience

David Kulakofsky

Managing Director

22 years industry experience

Kunal Soni

Managing Director

22 years industry experience

Debra Abramovitz

Executive Director

33 years industry experience

Fay Chen

Executive Director

17 years industry experience

William Gassman

Executive Director

20 years industry experience

Orit Mizrachi

Executive Director

27 years industry experience

James Morphis

Executive Director

6 years industry experience

Jason Neider

Executive Director

16 years industry experience

Hart Orenstein

Executive Director

16 years industry experience

Nick Romig

Executive Director

15 years industry experience

Rebecca Shaoul

Executive Director

12 years industry experience

Jon Spivak

Executive Director

13 years industry experience

Katarina Bridova

Vice President

14 years industry experience

Griffin Coakley

Vice President

6 years industry experience

Aleksander Nikolic

Vice President

7 years industry experience

Steven Santoro

Vice President

10 years industry experience

Portfolio

Portfolio

Strategies

Strategy Name	Description
Private Credit Strategy Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.	Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.

Insights

Press Release

MSIM Raises $785MM for NH Senior Loan Fund

17-may-2019

MSIM announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles, exceeding its original fundraising target.

Press Release

VIP Secures Morgan Stanley Investment

08-nov-2018

Visionary Integration Professionals (VIP) announced an investment by Morgan Stanley Credit Partners.

Press Release

Firms Unite as a Unified Market Leader: Ardurra Group

05-nov-2018

Ardurra-King, the 4th fastest growing Engineering firm in the country, has rebranded itself Ardurra Group, Inc.

View All Insights by Morgan Stanley Private Credit

As of 8/31/2020. Team and portfolio information may change from time to time.

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.