The Carlyle Group has hired Boris Okuliar as head of capital markets for global market strategies, a newly created position. Okuliar also will be head of capital markets for Carlyle GMS Finance, a business development company. Okuliar joins from UBS, where he was managing director and head of leveraged capital markets, in London. He will start at Carlyle in February and will be based in New York.
Global alternative asset manager The Carlyle Group (NASDAQ: CG) announced today that Boris Okuliar will join the firm as Head of Capital Markets for Global Market Strategies, a newly created position. He will also be Head of Capital Markets for Carlyle GMS Finance, Inc., a Business Development Company targeting middle market lending.
Mr. Okuliar joins Carlyle from UBS, where he was Managing Director and Head of Leveraged Capital Markets, in London. Mr. Okuliar begins his duties in early February and will be based in New York.
Carlyle Head of Global Market Strategies Mitch Petrick said, “With his extensive background in syndicated and middle market leveraged finance in the U.S. and Europe, Boris will play an important role in helping ensure that Global Market Strategies, and in particular our GMS Finance business, are strongly anchored within the banking and sponsor community, enabling us to continue to invest wisely and create value for our investors.”
As Head of Capital Markets for Global Market Strategies, Mr. Okuliar will support select strategies across the GMS platform. In addition, as Head of Capital Markets for Carlyle GMS Finance, Mr. Okuliar will primarily focus on sourcing leveraged finance investment opportunities from banks and financial sponsors across the U.S.
Mr. Okuliar was most recently Head of Leveraged Capital Markets for UBS in London, where he was responsible for the structuring and market execution of leveraged loans, bridge financing and high yield bond placements and was a member of the Credit Commitment Committee. Prior to UBS, Mr. Okuliar worked for Barclays Capital, where he became Head of High Yield Capital Markets and Syndicate in London. He also worked for Banc of America Securities in Syndicated Finance and High Yield Capital Markets in the US and London. He began his career in Global Syndicated Finance at Chase Manhattan Bank in New York in 1997. Mr. Okuliar, 37, earned his BS/BA from Georgetown University in 1997.
Carlyle’s Global Market Strategies platform had $35.4 billion in assets under management as of September 30, 2013. The platform includes: mezzanine and energy mezzanine loans; high yield and structured credit; distressed equity and debt; and four hedge fund strategies (long/short credit, emerging market equities, macroeconomic and commodities). The GMS platform has 148 investment professionals in New York, Washington, DC, Los Angeles, Chicago, Hong Kong, and London.
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About The Carlyle Group
The Carlyle Group (NASDAQ: CG) is a global alternative asset manager with $185 billion of assets under management across 122 funds and 81 fund of funds vehicles as of September 30, 2013. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions. Carlyle invests across four segments – Corporate Private Equity, Real Assets, Global Market Strategies and Solutions – in Africa, Asia, Australia, Europe, the Middle East, North America and South America. Carlyle has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, technology & business services, telecommunications & media and transportation. The Carlyle Group employs more than 1,450 people in 34 offices across six continents.