Cynthia (Cindy) and Sheldon (Shel) grew up on the east coast, met in London England as part of a semester abroad program, married in 1974 and moved to Los Angeles in 1985.
Shel is a founding member and principal of Oaktree Capital Management, a Los Angeles-based institutional money manager specializing in alternative investment strategies. He co-manages the firm’s US and Global high-yield bond portfolios. Prior to forming Oaktree, Shel was a Managing Director at Trust Company of the West (TCW).
Cindy has been active in the non-profit sector, having chaired Partnership Scholars, an educational enrichment program for economically disadvantaged youth. She remains quite involved in supporting human rights and women’s health issues. Also she is an active doubles tennis player at the Riviera Tennis Club.
Shel is a trustee of the Colonial Williamsburg Foundation and the Los Angeles County Museum of Natural History and serves on the Investment Committees of Bowdoin College and the California Community Foundation, both of which he previously chaired. He also teaches a second year MBA investment seminar at USC Marshall School.
Shel holds a BA from Bowdoin College and an MBA in accounting and finance from Columbia University. Cindy received her BA from Connecticut College and her MBA in Marketing from Rutgers University.
Michael is the lead portfolio manager of our dedicated private equity funds, which have closed on US$2.4 billion since 2014 to invest in late-stage growth investments. He also manages institutional portfolios in the Multi-Cap Growth styles, drawing on research provided by Wellington’s regional and global industry analysts and other global research resources within the firm. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He is a member of the firm’s Incentive Compensation Committee and previously served as the first male Advisory Board member of the Wellington Women’s Network.
Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 – 1999), State Street Research and Management (1992 – 1996, 1997), and Montgomery Asset Management (1996). He began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 – 1990) and later with Cigna Investments (1991 – 1992).
He received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation.
David is a Senior Managing Director and Portfolio Manager at First Republic Investment Management where he manages portfolios for wealthy families and institutional investors. Previously, David co-founded Luminous Capital, a SEC Registered Investment Advisory firm, which was acquired by First Republic Bank in December 2012. He also serves as an Investment Committee member for Altair Investments, the alternative investments division of First Republic Investment Management.
David received his B.S. in Economics/Business (88) from UCLA and MBA from the UCLA Anderson School of Management (92). He is an Advisory Board member of the UCLA Anderson School of Management Fink Center for Finance. He also serves as a Trustee and the Finance Chair for the Carlthorp School in Santa Monica and is an Investment Team member for the First Presbyterian Church of Santa Monica. David resides in Pacific Palisades with his wife, Evelyn, and their four children.
Paul and Amy have been married for over 27 years and are blessed with four children. They are the proud founders of the Blavin Scholars Programs at the University of Michigan and Northern Arizona University which has thus far supported over 100 young adults who have experienced foster care to achieve their dreams of a post-secondary education and a better life. They are also the co-founders of Freehab, a residential life transformation program for homeless and incarcerated women ages 18-26 that are challenged with addiction, mental illness, and homelessness.
Paul graduated Phi Beta Kappa with High Distinction from the University of Michigan and earned an MBA at Harvard Business School. Amy and Paul established FOR GOOD. in order to utilize multimedia to enhance the impact of their philanthropic efforts. In his prior career, Paul served as an investment banker with Donaldson, Lufkin & Jenrette, the President of First Mercury Financial Corporation, a publicly traded insurance company, and co-founded and managed a private investment partnership, PWB Value Partners, L.P.
Amy attended the University of Wisconsin-Oshkosh majoring in Journalism. Amy was on the board of the United States Holocaust Memorial Museum and lead a group of former survivors back to their camps in Germany and Poland. Amy is also on the board of Ready to Succeed which focuses on high level internships and career connections with former foster youth. Her focus is to give respect, attention and love to those that are most disregarded in society.
Samantha spent most of her career at Viacom’s Nickelodeon Kids and Family Group. Most recently, she held the positions of Senior Vice President of Research and Planning and Senior Vice President of Strategy and Business Development. Since leaving corporate sector to focus on her family, Samantha has served on the board of the Putnam Indian Field School, and is an active member of the Rye Country Day School. Samantha holds an MBA in Marketing and Finance from NYU’s Stern School of Business and a BA in European History from Wesleyan University.