Company Research Report: Orchard Global

Company Overview

• Name: Orchard Global

• Mission: To provide transformational solutions to global partners and investors, solving complex challenges for global banks.

• Founded: 2008

• Founders: No information is available

• Key People:

• Paul D. Horvath, Chief Executive Officer

• John R. Young, Chief Investment Officer

• Fredrik Gentzel, Chief Operating Officer

• Marc Bergeron, President

• Andrew A. Weber, Head of EMEA

• Jason Tan, Head of Asia Pacific

• Pierre Michaud, LLB, General Counsel and Global Head of Compliance

• Jin Guo, Chief Financial Officer

• Mike Ford, Principal

• Tara Muller, Chief Human Resources Officer

• Headquarters: Houston, Texas, USA

• Number of Employees: Approximately 120 professionals across six offices

• Revenue: No information is available

• Notable For: Providing alternative asset management, focusing on lending and risk-transfer solutions across a range of private and public market strategies.

Products

Product Overview

Orchard Global specializes in creating and managing various financial products aimed at providing credit and capital solutions.

Key Offerings

• Transformational Capital: Transformational solutions to banks, asset managers, and other borrowers.

• Regulatory Capital: Specialized services for optimizing regulatory requirements.

• Special Opportunities Lending: Focused lending solutions for unique financial opportunities.

• CLOs (Collateralized Loan Obligations): Structured vehicles issued to manage diversified portfolios of loans.

• Public Credit Trading: Trading strategies in the public credit markets.

Key Features

• Transformational Capital: Offers tailored lending and investment products designed to address the specific needs of financial institutions.

• Regulatory Capital: Aids clients in meeting regulatory capital requirements efficiently.

• Special Opportunities Lending: Provides bespoke financing solutions with specialized underwriting standards.

• CLOs: Diversified loan portfolios with opportunities for investors to gain exposures in structured credit.

• Public Credit Trading: Strategies to leverage public market trends and extract alpha.

Recent Developments

Company Developments

• Recent Developments: No information is specifically available regarding recent developments.

• New Products Launched: No information is available.

• New Features Added: No information is available.

• New Partnerships: No information is available.

Additional Details

Values and Culture

• Client-Focused: Strong emphasis on providing exceptional service and returns for clients.

• Diversity and Inclusion: Commitment to maintaining a diverse, inclusive, non-discriminatory, and respectful working environment.

• Global Team: Professional team across multiple office locations around the world providing seamless service.

Financial Figures (As of December 31, 2023)

• AUM: $8.2bn

• Total Capital Raised: $13.6bn

• Total Capital Deployed: $13.0bn

• Total Amount Returned to Investors: $7.9bn

Offices and Licensing

• Houston, TX, USA: Headquartered, registered with SEC and CFTC.

• London, UK: Registered with FCA and CFTC.

• Singapore: Holds Capital Markets Services Licence from MAS and registered with CFTC.

• Toronto, Canada: Registered with OSC and CFTC.

• New York, NY, USA: Branch office, registered with SEC and CFTC.

• Seoul, South Korea: Representative office with Capital Markets Services Licence from MAS and registered with CFTC.

Compliance and Ethical Standards

• Modern Slavery Statement: Orchard Global adheres to the principles set out in the UK Modern Slavery Act 2015 and has policies to ensure all practices are free from modern slavery and human trafficking.

• Policies: Code of Conduct, Equal Opportunity and Commitment to Diversity, Whistleblowing, Disciplinary and Grievance, Working with Respect Training, and Robust Anti-Money Laundering and Counter-Terrorism Financing.

Contact Information

• Houston (Headquarters): 3737 Buffalo Speedway, Suite 700, Houston, TX 77098, USA

• London: Level 16, 100 Bishopsgate, London, UK, EC2N 4AG

• Singapore: 9 Raffles Place, Republic Plaza, #25-01, Singapore 048619

• Toronto: 2 Bloor Street East, Suite 2200A, Toronto, ON, M4W 1A8

• New York: 461 Fifth Avenue, 26th Floor, New York, NY 10017

• Seoul: 21F, S-tower1, 82 Saemunan-ro Jongro-gu, Seoul, 03185, Korea

Note: Additional specific details such as recent developments, revenue figures, and detailed descriptions of newly launched products are not available.