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Blair H. Wallace
Blair H. Wallace

PRESIDENT & CHIEF EXECUTIVE OFFICER

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Senior managing directorVisuableNovember 25, 2022
Peter Polanskyj
Peter Polanskyj

Chief Investment Officer

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Senior managing directorVisuableNovember 25, 2022Insurance Special Situations, Structured Credit
Zach Ainsberg
Zach Ainsberg

CHIEF OF STAFF

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Managing directorVisuableNovember 24, 2022
Michael Bachenheimer
Michael Bachenheimer

REAL ESTATE

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Managing directorZach AinsbergNovember 24, 2022Real Estate
Pat Colella
Pat Colella

TECHNOLOGY

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Managing directorVisuableNovember 24, 2022
Helen Dong, CPA
Helen Dong, CPA

CONTROLLER

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Managing directorVisuableNovember 24, 2022
Dirk Gilmore, CAIA
Dirk Gilmore, CAIA

UNDERWRITING

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Managing directorVisuableNovember 24, 2022Longevity
Joseph Hwang
Joseph Hwang

SPECIAL SITUATIONS

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Managing directorVisuableNovember 24, 2022Insurance Special Situations
Michael Kee, CFA
Michael Kee, CFA

ANALYTICS

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Managing directorVisuableNovember 24, 2022Longevity
Scott Larson
Scott Larson

REAL ESTATE

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Managing directorZach AinsbergNovember 24, 2022Real Estate
Scott Macklin
Scott Macklin

HEAD OF US LEVERAGED FINANCE

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Managing directorZach AinsbergNovember 24, 2022
Vaishal Patel
Vaishal Patel

FP&A & CORPORATE ACCOUNTING

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Managing directorVisuableNovember 24, 2022
Melissa Robison
Melissa Robison

HUMAN RESOURCES

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Managing directorVisuableNovember 24, 2022
Jose Rodriguez, CFA
Jose Rodriguez, CFA

OPERATIONS

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Managing directorZach AinsbergNovember 24, 2022Operations
Matt Roesler
Matt Roesler

MULTI-SECTOR CREDIT

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Senior managing directorVisuableNovember 24, 2022Structured Credit
Vlad Sorokulov
Vlad Sorokulov

PORTFOLIO MANAGEMENT & PRICING

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Managing directorVisuableNovember 24, 2022Longevity
Stephen Kirkwood
Stephen Kirkwood

CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER

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Senior managing directorVisuableNovember 1, 2022
Brett Lipsky, CFA
Brett Lipsky, CFA

CHIEF FINANCIAL OFFICER

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Senior managing directorZach AinsbergOctober 27, 2022
Greg Nicolls
Greg Nicolls

BUSINESS DEVELOPMENT & INVESTOR RELATIONS

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Senior managing directorVisuableOctober 27, 2022
 

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Contact

(917) 831-1000 • investorservices@obra.com

New York

437 Madison Ave., 26th Fl.
New York, NY 10022

Texas

100 Congress Ave., Ste. 725
Austin, TX 78701

Vermont**

575 Stone Cutter’s Way, Ste. 202
Montpelier, VT 05602

Our Strategies

Insurance

Credit

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. This summary should not be considered an offer to sell, or a solicitation to buy, any investment referred to herein, nor should it be relied on for advice with respect to accounting, legal, tax or investments. This material is Confidential and for the sole use of the recipient and may not be reproduced or made available to others without the express written consent of Obra Capital Management, LLC. The information provided herein is based on matters as they exist as of the date of preparation.

*Assets Under Management ("AUM"): As of April 30th, 2025, the estimated unaudited amount of capital under management was $5.6 billion (net asset value under management, plus leverage and uncalled capital commitments, where applicable). Obra calculates an estimated unaudited firmwide AUM monthly using a combination of latest available NAV data, estimated returns and net capital changes. The firm’s calculation of assets under management is different from its calculation of its regulatory assets under management for purposes of its Form ADV. Additional information is available upon request. Information expressed herein is subject to change without notice.

**KDP products and services offered through Obra Institutional Credit, LLC (“OIC”), a relying Advisor of Obra Capital Management, LLC (“OCM”), a SEC registered investment advisor.

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