Investment Manager
KKR Australia Investment Management Pty Limited (“KKR IM”) is the manager of the Trust. KKR IM is a proprietary limited company incorporated in Australia and an affiliate of KKR.
Established in 1976, KKR is a leading global investment firm with industry-leading investment experience, in-depth industry knowledge, sophisticated processes for growing and improving businesses, and a strong culture committed to teamwork.
As of 31 December 2020, KKR had A$324 billion of assets under management, of which A$101 billion sits within KKR Credit[1]. KKR has a global presence with offices in 20 cities across 4 continents, including Sydney, Australia.
Investment Team
Chris Sheldon - Key Business Head, Investment Committee Member
Chris Sheldon (who is based in San Francisco) joined KKR in 2004 and is a Member of KKR. Mr. Sheldon serves as the Head of traded credit. Mr. Sheldon is a portfolio manager for KKR’s traded credit and private credit funds and portfolios and a member of the U.S. Traded Credit Investment Committee, Global Private Credit Investment Committee and KKR Credit Portfolio Management Committee. Prior to joining KKR,
Mr. Sheldon was a vice president and senior investment analyst with Wells Fargo’s high yield securities group. Previously, Mr. Sheldon worked at Young & Rubicam Advertising and SFM Media Corporation in their media-planning departments. Mr. Sheldon holds a B.A. from Denison University. Mr. Sheldon serves as a member of the board of directors of SquashDrive, a member of the National Urban Squash and Education Association. Mr. Sheldon also serves as a member of the board of directors of the LSTA.
Jeremiah Lane - Key Business Head, Investment Committee Member
Jeremiah S. Lane (who is based in San Francisco) joined KKR in 2005 and is a Member of KKR. Mr. Lane is a portfolio manager for our leveraged credit funds and portfolios and member of the US Leveraged Credit Investment Committee and KKR Credit Portfolio Management Committee. Prior to joining, Mr. Lane worked as an Associate in the Investment Banking/Technology, Media and Telecom Group at J.P. Morgan Chase. Mr. Lane holds an A.B. with honours in History from Harvard University.
Richard Schoenfeld - Co-Portfolio Manager, Investment Committee Member
Richard Schoenfeld (San Francisco) joined KKR in 2014 and is a Managing Director within the firm’s Credit business. Mr. Schoenfeld is a portfolio manager for KKR's leveraged credit funds and portfolios and a member of the US Leveraged Credit Investment Committee and Credit Portfolio Management Committee. Mr. Schoenfeld previously worked in the KKR Hedge Funds business. Prior to joining KKR, Mr. Schoenfeld was with J.P. Morgan in its leveraged finance group. Mr. Schoenfeld holds a B.S. in Business Administration from Washington and Lee University.
James Newman - Co-Portfolio Manager, Investment Committee Member
James L. Newman (London) joined KKR in 2014 and is a Managing Director within the firm’s Credit business. Mr. Newman is Global Head of Trading, a portfolio manager for KKR’s leveraged credit funds and portfolios and a member of the US and European Leveraged Credit Investment Committees and Credit Portfolio Management Committee. Prior to joining KKR, Mr. Newman was at JP Morgan for twelve years where he worked in the markets division. Mr. Newman began his career at Dresdner Kleinwort Wasserstein. He received a BSc Honours degree in Business Administration from the University of Bath.
Ian Anderson - Co-Portfolio Manager, Investment Committee Member
Ian Anderson (London) joined KKR in 2014 and is a Managing Director in the Credit business. He serves as a portfolio manager for the firm’s private credit funds and portfolios and as a member of the European Private Credit Investment Committee. Prior to joining KKR, Mr. Anderson was a vice president at Lazard in the corporate finance department, advising a diverse range of European and global corporate clients on M&A transactions and restructurings. Previously, Mr. Anderson worked at Key Capital, an Irish boutique capital markets and asset management firm. Mr. Anderson holds a first class degree in Engineering from Dublin University, Trinity College and is a CFA Charterholder.
Michael Small - Key Business Head, Investment Committee Member
Michael Small (London) joined KKR in 2021 as a Partner in the firm’s Credit & Markets business. Mr. Small is responsible for European private corporate credit and is a portfolio manager for the firm's global junior debt and European direct lending strategies. He is a member of the Global Private Credit Investment Committee, European Direct Lending Investment Committee, Asia Credit Investment Committee and KKR Credit Portfolio Management Committee. Prior to joining KKR, Mr. Small was a partner at Park Square Capital where he served on the investment committee and executive committee from the firm’s inception in 2004, helped establish the credit opportunities and direct lending businesses, and latterly led the junior debt funds. Previously, Mr. Small held various roles in the principal finance groups of Dresdner and Babcock & Brown, sourcing and executing private corporate credit, asset backed and structured equity investments. Mr. Small holds a BA and an MA from Cambridge University.
[1] The KKR Credit group is comprised of KKR Credit Advisors (US) LLC, KKR Alternative Investment Management and KKR Credit Advisors (EMEA) LLP. [AUM is updated in line with KKR’s public filings.]
