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Governance

OC Private Capital
Portfolio Allocation Advisory Committee (PAAC)

Kamal Bhatia
Co-Head of Joint Venture, Head of Investment Solutions – OppenheimerFunds
Mark Jenkins
Co-Head of Joint Venture, Head of Global Credit – The Carlyle Group
Linda Pace
Global Head of Loans & Structured Credit – The Carlyle Group

Kamal Bhatia is Chairman and CEO of the Adviser, and Vice-Chairman and a voting member of the PAAC. He also serves as a team leader for the Investment Products and Solutions Group at OppenheimerFunds, Inc.(OFI) in New York, focused on strategic initiatives and investment partnerships globally. He is responsible for the private capital business at OFI. Prior to joining OFI, Kamal served as Managing Director for Alternatives at TIAA-CREF asset management. Previously, he served as First Vice President for Mellon Institutional Asset Management. He started his career with the Global Corporate and Investment Banking Group at Citigroup. Kamal holds a B. Tech. from the Indian Institute of Technology, Kanpur (India) and a M.S. from Washington University in St. Louis as a Sever Fellowship Scholar. He is also a CFA charterholder.

Mark Jenkins is Director of the Adviser, and Chairman and a voting member of the PAAC. He is a Managing Director of Carlyle and Head of Global Credit. Prior to joining Carlyle, Mr. Jenkins was a Senior Managing Director at Canada Pension Plan Investment Board (CPPIB), where he was responsible for leading CPPIB’s Global Private Investment Group with approximately CAD$56 billion of AUM. He was Chair of the Credit Investment Committee, Chair of the Private Investments Committee and also managed the portfolio value creation group. While at CPPIB, Mr. Jenkins founded CPPIB Credit Investments, which is a multi-strategy platform making direct principal credit investments. He also led CPPIB’s acquisition and oversight of Antares Capital and the subsequent expansion in middle market direct lending. Prior to CPPIB, he was Managing Director, Co-Head of Leveraged Finance Origination and Execution for Barclays Capital in New York. Before Barclays, Mr. Jenkins worked for 11 years at Goldman Sachs & Co. in senior positions within the Fixed Income and Financing Groups in New York. Mr. Jenkins earned a Bachelor of Commerce degree from Queen’s University. He served on the boards of Wilton Re, Teine Energy, Antares Capital and Merchant Capital Solutions.

Linda Pace is a Managing Director of Carlyle and the Global Head of Loans & Structured Credit. She is a voting member of the PAAC. Previously, she was responsible for portfolio management for Carlyle High Yield Partners, deploying capital into the U.S. market in cash and synthetic form. Prior to joining Carlyle, Ms. Pace spent 10 years with BHF-Bank AG, where she was Co-Head of the bank's Syndicated Loan group in New York. She invested in leveraged loans on behalf of the bank's $2 billion on-balance sheet portfolio, as well as their $400 million Collateralized Loan Obligation funds. Prior to that, Ms. Pace worked at Société Générale as a Corporate Credit Analyst. Ms. Pace received her undergraduate degree in French from Douglass College and her M.B.A in Finance from New York University.

Andrew Peters
Chief Risk Officer of Joint Venture, Director of Alternatives Risk – OppenheimerFunds
Justin Plouffe
Deputy Chief Investment Officer of Carlyle Global Credit – The Carlyle Group

Andrew Peters is Director of Alternatives Risk at OFI Global and is the Chief Risk Officer of the Adviser. As CRO, Andrew oversees risk management of the Fund, is a voting member of the PAAC and is a member of the Valuation Committee. Andrew was a Risk Manager at Avenue Capital since 2010, where he measured and monitored risk in portfolios of less liquid private credit, private equity, high- yield bonds and derivatives. Andrew was also responsible for risk oversight of valuation and liquidity management. Prior to joining Avenue, Andrew was Director of Pricing and Analytics at Chatham Financial, which he joined in 2004. Chatham Financial is a leading risk and valuation consultancy and advises private equity and private credit investors. Andrew earned an MBA with honors from the University of Chicago Booth School of Business.

Justin Plouffe is a Managing Director and the Deputy Chief Investment Officer of Carlyle Global Credit. He is a Director of the Adviser and a voting member of the PAAC. Mr. Plouffe focuses on investing in Carlyle’s structured credit and opportunistic credit strategies, as well as capital formation and management of the overall credit platform. Since joining Carlyle in 2007, he has overseen CLO new issuance, led acquisitions of corporate credit management platforms, served as a portfolio manager for structured credit investments, developed proprietary portfolio management analytics, and negotiated a wide variety of financing facilities. Prior to joining Carlyle, Mr. Plouffe was an attorney at Ropes & Gray LLP. He has also served as a clerk at the U.S. Court of Appeals for the First Circuit and as a legislative assistant to a U.S. Congressman. Mr. Plouffe received his undergraduate degree from Princeton University and his J.D. from Columbia Law School, where he was an editor of The Columbia Law Review. He is a CFA charterholder, holds Series 7, 24, 57, 63, 79 and 99 licenses, and is associated with TCG Securities, L.L.C., the SEC-registered broker/dealer affiliate of The Carlyle Group.

Fund Trustees

Kamal Bhatia

  • Board of Trustees (Chairperson)

Mark Garbin

  • Board of Trustees
  • Audit Committee
  • Nominating and Governance Committee
  • Independent Trustees Committee (Chairperson)

Sanjeev Handa

  • Board of Trustees
  • Audit Committee (Chairperson)
  • Nominating and Governance Committee
  • Independent Trustees Committee

Joan McCabe

  • Board of Trustees
  • Audit Committee
  • Nominating and Governance Committee (Chairperson)
  • Independent Trustees Committee

The Fund does not have a compensation committee because its officers do not receive any direct compensation from the Fund.

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