Institutional Investment Management · Music Catalog and IP Finance · Portfolio Strategy and Capital Formation

After twelve years of managing portfolios, managing risk across asset classes, and sitting across from institutional clients and high net worth investors, I'm focused now on bringing that expertise to how institutional capital gets structured and deployed in music IP.

Those twelve years were spent across private credit, structured credit, and index equity, in public and private markets, in vehicles from SMAs to ETFs to CLOs. Because of that depth and variety, I've built expertise in understanding the machinery underneath a fund, how each type of fund is built, what it can hold, what it owes its investors, and how those constraints decide what you're able to buy.

My path has never been a straight line, and I wouldn't have it any other way. I started at DoubleLine bringing new private funds to market and sitting with clients to learn about their needs. At Angel Oak Capital I helped rebuild the risk function and delivered quarterly updates to the fund boards. Finally, I spent several years at BlackRock, managing index strategies in public equities, launching the firm's first custom equity index, and moving into private credit in U.S. middle market direct lending. Every seat taught me something different about what investors value, and it's given me a unique holistic way of looking at an investment.

As I've dug into the music catalog investment landscape, I've been writing about what I find, building tools to look at the data in new ways, and tracking the trends shaping the market, from fund structures and debt like music ABS, to institutional joint ventures, to the valuation questions that don't yet have the same standardization as other asset classes.

Away from the desk I play six instruments, bake, paint, teach yoga, and love to see a good live show. Reach out if you're building on the capital side of music, or if you want to argue about top five bands.