About Howard Marks
Howard Marks is Director and Co-Chairman of Oaktree Capital
and since its formation in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. Howard is highly regarded in the global investment community is a prolific author of bestselling investment books but arguably most famous for memo’s he has published on Oaktree’s website
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize.
About Max Richardson
Max Richardson is a Senior Investment Director at Investec Wealth & Investment
in London. He has worked in the same team as an investment manager since 1999 and also sits on the IW&I Investment Committee and Stock Selection Committee. Max also leads the IW&I Investment Academy, an initiative that seeks to develop a culture of perpetual learning and optimised decision making for the benefit of both clients and investment managers.