Brian Morrison
Private Equity Investor at Kennedy Lewis Investment Management LLC
Profile
Brian Morrison joined Kennedy Lewis in 2022 and is a Vice President and CLO Analyst responsible for the CLOs managed by Generate Advisors.
Prior to joining Kennedy Lewis, Mr. Morrison was a Director at Z Capital Group where he focused on investing in syndicated leveraged loans for its CLO and opportunistic credit portfolios.
Prior to Z Capital Group, he was an Associate in Oaktree Capital’s Special Situations Group.
Mr. Morrison earned a BA in Mathematics from Pomona College and an MBA from The Wharton School of the University of Pennsylvania.
He is a CFA charterholder.
Brian Morrison active positions
| Companies | Position | Start |
|---|---|---|
Kennedy Lewis Investment Management LLC
 Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Private Equity Investor | 2022-03-31 |
Former positions of Brian Morrison
| Companies | Position | End |
|---|---|---|
| Genesis Block Capital LLC | Consultant / Advisor | 2022-03-31 |
| Z Capital Partners LLC /Credit/ | Director/Board Member | 2022-02-28 |
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 2017-05-31 |
| Semler Brossy Consulting Group LLC | Consultant / Advisor | 2010-04-30 |
Training of Brian Morrison
| Pomona College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Finance |
| Semler Brossy Consulting Group LLC | |
Kennedy Lewis Investment Management LLC
Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Finance |
| Z Capital Partners LLC /Credit/ | Finance |
| Genesis Block Capital LLC |
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