Chairman of Kennedy Lewis
John Brice has more than 30 years of experience in the private equity and hedge fund arena. Previously he was President, Chief Investment Officer and Co- Founder of CarVal Investors LLC, a leading alternative asset manager involved in special situations, distressed and opportunistic credit investments, until his departure in 2016. At CarVal Investors Mr. Brice worked directly with several Kennedy Lewis Partners. Under his leadership the firm grew to manage more than $10bn of capital on behalf of leading global institutional investors and sovereign wealth funds, consistently producing top quartile returns and recognized as one of Wall Street’s leading firms in its space as a result. Mr. Brice was a pioneer in special situations and distressed investing in Europe, having led restructurings in several prominent European companies including Marconi PLC and British Energy PLC in the UK. Mr. Brice is a British citizen, a Chartered Accountant and holds a BSc in Economics from Cardiff University.
David K Chene
Founder, Co-Portfolio Manager
David Chene was formerly a Managing Director with CarVal Investors, responsible for managing the US Corporate Securities business based in Minneapolis, from 2012 to 2016. Prior to his role in the US, he was Co- Head of CarVal’s European Corporate Securities business based in London. In both roles, he focused on special situations and distressed investments, including the firm’s global liquidations exposures and European financial investments. Before joining CarVal Investors, Mr. Chene worked at Credit Suisse in London, running the firm’s European Distressed business, and was responsible for risk management across the firm’s European Leveraged Finance trading activities, from 2010-2012. Prior to Credit Suisse, Mr. Chene was a Senior Distressed Trader for Morgan Stanley in London, from 2009 to 2010. Prior to Morgan Stanley, Mr. Chene was a Research Analyst at DiMaio Ahmad Capital from 2003 to 2009, first in New York, and then later as Head of the firm’s Asian Platform, based in Singapore. Mr. Chene began his career at CIBC World Markets, as a Research Analyst in its Leveraged Finance Investment Banking Division in New York, from 2001 to 2003. Mr. Chene actively supports charitable causes such as Ironman Foundation, Seeds of Peace, TreeHouse, Urban Ventures, WATCH, and Women for Women International. Mr. Chene is an Eagle Scout and a 7-time full distance Ironman finisher, including 2-times at the Ironman World Championships in Kona, Hawaii. He received a BA in Business Economics and Accounting from the University of California at Los Angeles in 2001.
Darren L Richman
Founder, Co-Portfolio Manager
Darren Richman was formerly a Senior Managing Director with Blackstone from 2006 to 2016. He focused on special situation and distressed investments, and he sat on the Investment Committee for GSO’s distressed funds and special situation funds. Before joining GSO Capital Partners, Mr. Richman worked at DiMaio Ahmad Capital, where he was a Founding Member and the Co- Head of its Investment Research Team, from 2003 to 2006. Prior to joining DiMaio Ahmad, Mr. Richman was a Vice President and Senior Special Situations Analyst at Goldman Sachs, from 1999 to 2003. Mr. Richman began his career with Deloitte & Touche, ultimately serving as a Manager in the firm’s Mergers & Acquisitions Services Group, from 1994 to 1999. Mr. Richman received a BS/BA degrees in Accounting from the University of Hartford in 1993, and an MBA from NYU’s Stern School of Business in 2000. He was formerly a Certified Public Accountant and a Member of the American Institute of Certified Public Accountants. Mr. Richman previously sat on the Board of Sorenson Communications, Outward Bound USA, Seneca Mortgage and Warrior Coal. He is a member of the Economic Club of New York and formerly served on its strategic planning committee.
Doug Logigian was formerly a Senior Managing Director with Blackstone from 2006 to 2019. He was the Head of Capital Markets and a Portfolio Manager for GSO Capital Partners, and he sat on the Investment Committee for GSO’s distressed funds and special situations funds. Mr. Logigian also served on Blackstone’s Capital Markets Committee. Prior to his portfolio management responsibilities, Mr. Logigian served as the Head Trader across the GSO alternatives platform, where he oversaw the operations of the trading desk and transacted in all of the asset classes in which GSO trafficked. Prior to joining GSO in 2006, Mr. Logigian worked as an Associate at Citibank where he was responsible for managing a book of high yield cash bonds and credit default swaps on the Credit Trading Desk. While at Blackstone, Mr. Logigian served on the Board of Directors for Seneca Mortgage Management. Mr. Logigian received a B.A. with honors from Harvard University.
J. Richard “Dik” Blewitt is a Partner, Head of Tactical Opportunities and the Co-Head of ESG for Kennedy Lewis. He previously spent 6 years at GSO Capital Partners, a division of Blackstone, as a Managing Director focused on structured finance/credit investments. He was the Senior Portfolio Manager for Carador Income Fund PLC, a member of the Global Structured Credit Investment committee for the firm’s Liquid Credit business, as well as a member of Blackstone Insurance Solutions Investment Committee. Prior to that, he was a Managing Director and Co-Head of the Securitized Asset Team within Blackrock’s Fixed Income Portfolio Management Group, a senior PM for Blackrock BMI, PPIF, and TALF funds, as well as the Partner in charge of Securitization and Insurance Products for the R3 Capital Hedge Fund. Prior to Blackrock acquiring R3, Mr. Blewitt was with Lehman Brothers as a Managing Director and Head of Securitization and Insurance Product Investments for the Global Principal Strategies business. Mr. Blewitt was formerly a Managing Director and Global Head of Distribution for the Global Structured Products Group at Bank of America Securities, and previously spent 7 years with JP Morgan in Structured Finance. Dik was a member of the Board for: Viva Life Settlement Co, Altus Power America, JG Wentworth, Vendor Assistance Program, and LoanX. Dik earned a BS in Finance from Lehigh University, and an MBA in Finance/International Business from the Stern School of Business at New York University.
Rakesh Wilson is a Partner, Head of Natural Resources, Infrastructure & Special Situations and Co-Head of ESG for Kennedy Lewis. He was formerly a Senior Partner at Apollo Global Management, having joined the firm in 2009. While at Apollo, Mr. Wilson led many equity and debt investments in natural resources and infrastructure and served as a member of Apollo Natural Resources Investment Committee. Prior to joining Apollo, Mr. Wilson was with Morgan Stanley’s Commodities Division in the principal investing group. Mr. Wilson began his career at Goldman Sachs in equity research and then moved to its investment banking division, in New York and Asia. Mr. Wilson serves on the board of directors of EP Energy and has previously served on the board of American Petroleum Partners, Athlon Energy, CSV Midstream, Express Energy Services, Jupiter Resources, Parallel Petroleum, Resource Energy, Talos Energy and Wolfcamp DrillCo. Mr. Wilson graduated from the University of Texas at Austin and received his MBA from INSEAD, Fontainebleau, France.
Mark Crawford was formerly a Director with CarVal Investors, responsible for managing North American special situation and distressed investments, from 2008 to 2016. Before joining CarVal, he was a Senior Credit Analyst with GSC Group, focusing on liquid investment strategies within the firm’s distressed for control private equity unit, from 2006 to 2008. Prior to GSC Group, Mr. Crawford was a Research Analyst in the Carlyle Group’s High Yield Business, focusing on power, automotive and consumer product investments, from 2005 to 2006. Prior to Carlyle, he was an Investment Banking Associate at Credit Suisse First Boston, primarily working in the Distressed Finance and Global Energy groups, from 2003 to 2005. Prior to starting a career in finance, Mr. Crawford began as a Surface Warfare Officer in the U.S. Navy, during which he deployed to the North Atlantic, Mediterranean, Middle East and Latin America, from 1993 to 1998. Mr. Crawford received a BS in Economics from the United States Naval Academy in 1993, a MS in Information and Telecommunications Systems from Johns Hopkins University in 2000, and a MBA from the Wharton School at the University of Pennsylvania in 2003. Mr. Crawford was formerly a member of the Board of Granite Ridge Holdings and Bosque Power Company.
Brian Dubin was formerly a Senior Analyst at Mariner Investment Group, a leading alternative investment advisory firm, from 2015 to 2018. Before joining Mariner Investment Group, Mr. Dubin was a Partner and Research Analyst at MehanCombs, a global credit opportunities fund, from 2012 to 2015. Prior to MeehanCombs, Mr. Dubin was a Senior Analyst at Eos Partners, a distressed credit fund, where he focused on investments in the financial services industry, from 2008 to 2012. Prior to Eos Partners, Mr. Dubin was an Analyst at GSO Capital Partners from 2005 to 2008. Mr. Dubin began his career as an Investment Banking Analyst in the Global Industrial Group of UBS investment bank from 2003 to 2005. Mr. Dubin received a BS from the Wharton School at the University of Pennsylvania in 2002.
Rich Gumer has over 25 years of experience in the healthcare industry, focused primarily on medical devices and pharmaceutical companies. Mr. Gumer co-founded LSAF in early 2013 to provide structured growth capital to the medical device and diagnostics companies. Previously, he was senior healthcare analyst responsible for all healthcare investing at Avenue Capital, a global hedge fund with $20 billion of assets under management. Prior to Avenue, Mr. Gumer was the global head of healthcare private equity investing for GE Capital. He previously headed the healthcare investment banking unit of ABN Amro and was involved in more than $10 billion of equity, debt and M&A transactions. Mr. Gumer has been on the board of several private companies, including Steri-Oss (sold to Nobel Biocare) and IVPcare (sold to Oncology Therapeutics Network). He has an AB in Biochemistry from Brown University and an MBA in Finance from University of California, Berkeley.
Adam Goldberg was formerly on the residential mortgage team at EJF Capital, responsible for non-agency loan acquisition, from 2019-2020. Prior to working at EJF, Mr. Goldberg was a founding employee at Seneca Mortgage Servicing. At Seneca, Mr. Goldberg was the SVP of Capital Markets and his responsibilities included acquisition and portfolio management of $50 billion mortgage servicing rights. Prior to Seneca, Mr. Goldberg was a Vice President at Arbor Realty Trust (NYSE: ABR) and subsidiaries where he traded mortgage securities and non-performing loans. Mr. Goldberg began his career in Asset Backed Finance at Nomura and UBS. Mr. Goldberg earned a BS in Finance from the University of Maryland, and an MBA from Stern School of Business at New York University.
David Kho was formerly a Vice President at Bridge Bank, responsible for originating and managing credits in the life sciences industry, from 2018 to 2019. Before joining Bridge Bank, he was a Vice President with Life Sciences Alternative Funding, a joint venture with Perella Weinberg Partners’ Asset Based Value Strategy, focused on providing structured growth capital to medical device and diagnostics companies, from 2014 to 2018. Prior to Life Sciences Alternative Funding, Mr. Kho was a Vice President in Square 1 Bank’s life sciences group, from 2008 to 2014. Mr. Kho began his career as a Performance Analyst at Hatteras Investment Partners. Mr. Kho received a BS in Business Administration from the University of North Carolina at Chapel Hill in 2007.
Sina Kian was formerly a Vice President with GSO Capital Partners, a division of Blackstone, from 2016 to 2020. He focused on investing in special situations as well as highly regulated spaces. He also helped launch the Diversity Task Force, one of several initiatives within Blackstone to promote diversity and to foster a more inclusive work place. Prior to joining Blackstone, Mr. Kian practiced law at WilmerHale, where he worked on appellate litigation in federal courts around the country, including the Supreme Court, and with the Strategic Response Group, a bipartisan group that assists clients in navigating multifaceted challenges with legal, public policy, and media dimensions. Before that Mr. Kian clerked for Judge Thomas B. Griffith and Judge David S. Tatel—both on the D.C. Circuit—and for Chief Justice John G. Roberts, Jr., on the Supreme Court. Mr. Kian received his BA in History from the University of Virginia, and his J.D. from Stanford Law School. He is an Adjunct Professor at NYU Law School, and a Term Member on the Council on Foreign Relations.
David Magid was formerly a Senior Vice President at York Capital from 2013 to 2020. He was responsible for sourcing and managing special situation and distressed investments across public and private markets. Mr. Magid began his career as an investment banking analyst at Credit Suisse in the Leveraged Finance Origination & Restructuring and Debt Capital Markets Groups. Mr. Magid received a BA in Economics and Politics from Brandeis University and an MBA from Columbia Business School.
Vice President, Trader
Doug Gerowski was formerly a Trader at Fir Tree Capital Management (2014 – 2019), a multi-strategy hedge fund, where he was responsible for trade execution, sell-side relationship management and investment idea generation across a full suite of asset classes globally. Mr. Gerowski previously served as an Associate within Fir Tree’s operations group from 2012 to 2014. He started his career as a middle office Associate at HedgeServ, a hedge fund administrator, from 2011 to 2012. Mr. Gerowski graduated from Lafayette College in 2011 with a BA in Economics, where he was a four-year member of the football team, earning an Academic All-Patriot League designation in 2010. He is a CFA charterholder.
Odelya Hayon was formerly an Investment Banking Associate in the restructuring group of Guggenheim Partners, where she advised global companies on the evaluation, structuring, and execution of transactions including in- and out-of-court restructurings, distressed asset sales, refinancings, exchange offers, and rights offerings across several industries, from 2018 to 2020. Before joining Guggenheim Partners, Ms. Hayon was an Analyst at Houlihan Lokey, where she focused on all aspects of fund and transaction valuation, from 2016 to 2018. Prior to Houlihan Lokey, Ms. Hayon was an Analyst at Citigroup Global Markets, where she was a trader on the Equity Derivatives desk and helped manage a $6 billion ETF creation book, from 2014 to 2016. Ms. Hayon began her career with UBS as an Analyst in the portfolio management group, from 2012 to 2013. Ms. Hayon is a CFA III candidate and earned her undergraduate degree in business administration from The George Washington University, where she graduated cum laude in 2014.
Arnett James was formerly a Senior Associate with Conway MacKenzie, responsible for providing restructuring advice to stressed and distressed corporations and municipalities, from 2018 to 2019. Prior to Conway MacKenzie, Mr. James was an Investment Banking Associate in the restructuring group with the Gordian Group, from 2016 to 2018. Prior to Gordian Group, he worked at Barclays Capital on the distressed and special situations trading desk, where he focused primarily on the metals & mining industry, from 2015 to 2016. Prior to Barclays, he was an Assistant Vice President in the commercial & industrial group at the CIT Group where he underwrote commercial and industrial senior secured loans, from 2010 to 2013. Mr. James began his career with the Gladstone Companies as an analyst in the portfolio management/workout group, from 2006 to 2010. Mr. James received a BS in Finance from Rutgers University in 2006 and an MBA from the University of Chicago Booth School of Business in 2015.
Reed Kern was an Equity Research Associate with J.P. Morgan from 2014 to 2020. At J.P. Morgan he was responsible for covering the telecom, cable, satellite, and communications infrastructure sectors. Prior to joining J.P. Morgan, Mr. Kern was a cross-asset trading assistant at Third Avenue Management. Mr. Kern earned a B.S. in Finance and a B.A. in Economics at Stonehill College in 2013.
Rob Nitkin was most recently an investment principal at GPS Investment Partners, an institutional family office, where he was responsible for evaluating and executing transactions across GPS’s distressed and private equity investment strategies. Prior to joining GPS in 2015, Mr. Nitkin was as an Associate in the Securities Division at Goldman Sachs. Previously, he worked at Ernst and Young LLP as a member of the Transaction Advisory group. Mr. Nitkin earned his undergraduate degree from the Cornell University School of Engineering and holds an MBA from Columbia Business School.
Justin Lipstein was formerly a Drilling Fluids Engineer with M-I SWACO, a Schlumberger Company, from 2014 to 2017. Mr. Lipstein spent his career in the oil fields of Alaska where he was responsible for consulting on advanced fluid engineering techniques for the drilling of crude oil and natural gas with major international oil companies such as BP, ConocoPhillips, and ENI Petroleum. Mr. Lipstein earned a BS in Mechanical Engineering from Rensselaer Polytechnic Institute in 2014 and an MBA from Carnegie Mellon University – Tepper School of Business in 2020.
Business Management Team
Partner, Chief Financial Officer / Chief Operating Officer
Anthony Pasqua was formerly the COO/CFO of several credit related hedge funds, including Ellis Lake Capital where he was a Founding Member. Prior to being a COO/CFO Mr. Pasqua was the Head of Operations at Shumway Capital Partners (2008-2009) and the Controller/Director of Operations at Chatham Asset Management (2003- 2008). Mr. Pasqua graduated from East Stroudsburg University in 2000 with a BA in Business Management and earned his MBA from Fairleigh Dickinson University in 2007. Mr. Pasqua is a Certified Public Accountant.
Managing Director, Head of Legal Strategy
Richard Monje has 40 years of experience as a lawyer with a practice divided between transactions, counseling, business litigation, and governmental relations and entitlements. Mr. Monje has also served as general counsel for a savings and loan association, general counsel for a land development and home building company, and chief executive officer for a development company.
Managing Director, Chief Risk Officer
Josh Smith was formerly Chief Risk Officer with GSO Capital Partners, a division of Blackstone, where he worked from 2008 to 2019. At GSO he managed a team of 20 across Dublin and New York and was responsible for leading the firm’s Quantitative Portfolio Analytics, Portfolio Compliance and Risk Management efforts. Prior to GSO, he spent 10 years in technology designing, developing, and implementing financial systems for the corporate and public sectors. From 1994 to 1997 he was a calculus teacher at Delbarton School in New Jersey. Mr. Smith received a BS in Mathematics and Economics from Williams College and a Masters in Financial Engineering from Columbia University in 2008. He is a CFA charterholder.
Senior Vice President, Director of Operations
Sarah Tin was formerly a Vice President in the middle office/operations team at Anchorage Capital Group LLC where she spent 11+ years. Prior to joining Anchorage, Ms. Tin worked for Citco Fund Services and DPM Mellon LLC. Ms. Tin earned her degree from Rutgers University and is currently a Level II Candidate in the CFA Program.
Remy Costa was formerly an Investment Operation Analyst at FCI Advisors in Kansas City, MO from 2018 to 2020. Mr. Costa received a BBA in Finance from the George Washington University in 2018.
Kevin Westenburg was formerly an audit Associate at Grant Thornton, a global public accounting firm. He worked for Grant Thornton in three of their offices from 2016 to 2018: Baltimore MD, Boston MA, and most recently New York City. During that time he worked on manufacturing, insurance, NFP, and healthcare financial statement audits. Mr. Westenburg received a BS in Accounting from Towson University in 2016 and a Master of Science in Finance from Boston College in 2017. He is a Certified Public Accountant.
Kelly Pan was formerly on the Administrative Team at Fir Tree Capital Management LP as an Administrative Assistant from 2011 to 2018. Ms. Pan received her BA in Sociology from University at Albany in 2011.
Partner, Head of Business Development
Ben Schryber was formerly a Managing Director at the Carlyle Group where he led the Firm’s credit sales activities globally. Prior to Carlyle, Mr. Schryber was the Global Head of Credit at First Avenue Partners, a leading credit placement agent, where he oversaw the origination, distribution, and ongoing management of credit funds. Prior to First Avenue, Mr. Schryber worked for Albourne Partners where he led the Firm’s due diligence on private credit funds. Prior to that, he worked for Blue Ridge Partners as a management consultant focused on company-level due diligence on behalf of private equity funds. Mr. Schryber earned a BA with Highest Honors from the University of Florida, and was a Visiting Scholar at the University of Cambridge.
Ben Bernstein was formerly a Principal at Actis, the leading emerging markets alternative investment manager, where he focused on the firm’s private equity, real estate and infrastructure fundraising and investor relations activities. Prior to Actis, Mr. Bernstein was an Analyst at Fortress Investment Group where he worked on capital formation and investor relations for the firm’s private equity business. He started his career at Albourne Partners where he was an Associate primarily responsible for conducting due diligence on private equity funds. Mr. Bernstein received a BA in Political Science from Trinity College where he graduated with Honors in General Scholarship, Honors in Political Science and Faculty Honors.
Carly Causey was formerly on the Marketing and Investor Relations Team at Emerging Sovereign Group LLC, previously part of the Carlyle Group, from 2015 to 2018. Mrs. Causey began her career as an Analyst at BlackRock on the Global Consultant Relations Team within the Institutional Client Business Group, from 2014 to 2015. Mrs. Causey earned a BBA in Finance and Marketing with Highest Honors from Emory University’s Goizueta Business School in 2014.