David Held

Logan Ridge Finance Corp. is a business development company that provides capital to lower middle market companies located in the United States with an EBITDA ranging from $5 million to $50 million and with revenues of at least $15 million. The fund targets companies operating in the fields of aerospace, defense, education, food, logistics, manufacturing, media, health care, and consumer and business services. It provides financing in the form of equity and debt for growth, acquisition, mezzanine and management buyout transactions with an investment size ranging from $5 to $30 million. It also makes co-investments. The company was founded in 2013 and is headquartered in New York, NY.

Portman Ridge Finance Corp a traded fund, engages in seeking investment opportunities in middle market companies located in the United States with an EBITDA ranging from USD 10 - 50 million. It also offers financing in the form of secured term loans, bonds or notes and mezzanine debt. The company was founded on August 8, 2006, and is headquartered in New York.

Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY.

BC Partners Lending Corp. engages in investment in the U.S. middle-market credit sector. The company invests in the form of debt investments, which may include secured debt, unsecured debt, other debt and/or equity in private middle-market companies. It also invests in the securities of public companies and in structured products. BC Partners Lending was founded on December 22, 2017 and is headquartered in New York, NY.

Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

AXA Investment Managers US, Inc. (AXA IM-US) is a registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 2001 and is a subsidiary of AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS, ADR: AXAHY) in France. AXA IM-US provides investment advisory services to institutions (such as public pension plans, trusts and foreign corporations), CLOs, domestic private investment funds and US investment companies. They also manage portfolios for various types of institutional clients and insurance company affiliates within AXA Group.