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Lindsay Elyse Berz
Private Equity Investor at
OCM Distressed Debt Group
Profile
Ms. Lindsay E.
Berz, CFA, is a Managing Director & Assistant Portfolio Manager at OCM Distressed Debt Group.
Ms. Berz was previously employed as a Senior Analyst by Carlson Capital LP, a Corporate Credit Analyst by Royal Bank of Scotland (New York Branch), and a Senior Analyst by Chapdelaine & Co.
She received her undergraduate degree from Georgetown University.
Lindsay Elyse Berz active positions
| Companies | Position | Start |
|---|---|---|
OCM Distressed Debt Group
 OCM Distressed Debt Group Investment ManagersFinance OCM Opportunistic Credit invests in companies located in the United States. The firm provides financing for distressed debt. | Private Equity Investor | 01/09/2015 |
Former positions of Lindsay Elyse Berz
| Companies | Position | End |
|---|---|---|
Carlson Capital LP
 Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Analyst-Fixed Income | 01/01/2015 |
Royal Bank of Scotland (New York Branch)
 Royal Bank of Scotland (New York Branch) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 01/08/2009 |
Chapdelaine & Co.
 Chapdelaine & Co. Investment Banks/BrokersFinance Provides municipal bond brokerage services | Corporate Officer/Principal | - |
Training of Lindsay Elyse Berz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Carlson Capital LP
Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Finance |
Chapdelaine & Co.
Chapdelaine & Co. Investment Banks/BrokersFinance Provides municipal bond brokerage services | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Opportunistic Credit invests in companies located in the United States. The firm provides financing for distressed debt. | Finance |
Royal Bank of Scotland (New York Branch)
Royal Bank of Scotland (New York Branch) Major BanksFinance Provides commercial banking services | Finance |
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