Wednesday, August 11, 2021 from 12:00 PM to 2:00 PM EDT
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Sheraton on Capitol Square 
75 E. State Street
Columbus, OH 43215

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Jennifer Montenaro 
CFA Society of Columbus 

CFA Society of Columbus August 11, 2021 Luncheon 

Please join CFA Columbus in welcoming Jonathan Cohen, Co-Founder and CEO, Oxford Funds as our guest speaker!

The Case for CLO Equity

The CLO market has recently crossed the $1 trillion threshold, and what was once an esoteric asset class is now more broadly understood and accepted. As the search for return intensifies in the context of meager expected returns for traditional asset classes and fully deployed allocations to private markets, institutional investors are recognizing the compelling opportunities in CLOs. This presentation will delve into the structure, ecosystem, risks, and opportunities of CLOs, and in particular, the potential for attractive returns in CLO equity exposure.

Jonathan Cohen, Co-Founder and CEO, Oxford Funds

Jonathan Cohen is the co-founder and Chief Executive Officer of Oxford Funds, a CLO equity-focused investment manager based in Greenwich, CT. Oxford Funds was founded in 2002 and manages approximately $1.7bn in publicly traded and private funds. Previously, Jonathan managed technology research groups at Wit SoundView, Merrill Lynch & Co., UBS Securities and Salomon Smith Barney. Jonathan has more than 15 years of experience in technology-related equity research and was named to the Institutional Investor “All-American” research team in 1996, 1997 and 1998. He received a Bachelor of Arts degree in Economics from Connecticut College and an M.B.A. from Columbia University.

Debdeep Maji, Senior Managing Director, Portfolio Manager

Mr. Maji is a Senior Managing Director and Portfolio Manager of Oxford Funds, LLC. Mr. Maji has been investing in U.S. CLO equity and U.S. CLO junior debt tranches since 2009 and leads Oxford Funds’ CLO investing team. Mr. Maji graduated from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania where he received a B.S. in Economics from the Wharton School (and was designated a Joseph Wharton Scholar) and a B.A.S. from the School of Engineering.


RSVP's due by COB Friday August 6th!