Matt Wilson, David Tanner and Dean Hollis: Buyouts East 2016 скачать в хорошем качестве

Matt Wilson, David Tanner and Dean Hollis: Buyouts East 2016

Portfolio Manager Matt Wilson, Portfolio Enhancement Team Managing Director David Tanner, and Senior Advisor Dean Hollis describe Oaktree’s Special Situations Group’s Deal Triangle in Action as the keynote speakers at Buyouts East 2016. (Recorded on April 5, 2016) Legal Information and Disclosures: This communication expresses the views and opinions of the participants as of the date it was recorded and such views and opinions are subject to change without notice. Oaktree Capital Management, L.P. ("Oaktree") has no duty or obligation to update the information contained herein. This communication may include forward-looking statements that are based on then-current beliefs of the participants, which may involve assumptions and known or unknown risks and uncertainties that are subject to change and may differ from actual results, performance or events that occur in the future. Forward-looking statements speak only as of the date the statements are made. Oaktree makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. This communication is being made available for educational purposes only and should not be used for any other purpose. This communication and the information contained herein do not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. Further this communication does not constitute and should not be construed as a recommendation or testimonial for any securities, related financial instruments, products or services. The investment example presented herein is for informational purposes only and was selected as it represents the most recently exited deal of the strategy in which the investment team implemented the three aspects of its triangle deal process: sourcing, analyzing and creating value through operational/strategic initiatives. The investments presented may be more favorable than, and not representative of, all of the investments that may be made by the strategy, and should not be read as full and complete descriptions of each investment transaction within any particular Oaktree strategy. Investments in control securities involve certain substantial risks, including bridge financing, leverage, operating improvement, liquidity, currency, disposition, control person liability, options and short sale risk. Investments that could require substantial workout negotiations or restructuring in the event of a default or bankruptcy could entail significant risks, time commitments and costs. In some cases, the success of an investment strategy will depend, in part, on the ability to restructure and effect improvements in the operations of a portfolio company. The activity of identifying and implementing restructuring programs and operating improvements at portfolio companies entails a high degree of uncertainty and the inability to successfully implement such programs could negatively impact the value of an investment. Investing in the debt of issuers undergoing financial distress entails significant risks, time commitments and costs. Companies undergoing distress may also have capital structures with significant leverage, which makes such companies inherently more sensitive than others to declines in revenues and to increases in expenses and interest rates. Investments in securities or obligations of non-U.S. entities involve certain special risks, including social, political or economic instability; possibility of unfavorable foreign governmental actions; price fluctuations and market volatility; differences in auditing and financial reporting; adverse taxes; and different laws and customs. These factors may increase the likelihood of potential losses being incurred in connection with such investments. Additionally, because such investments are likely to be denominated in currencies other than U.S. dollars, the fluctuation in currency exchange rates may have an adverse impact on performance. This communication, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree. Certain information contained herein concerning economic trends and performance ismay be based on or derived from information provided by independent third-party sources. Oaktree believes that the sources from which the information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. As of March 31, 2016, Oaktree had $97 billion in assets under management.