The ArrowMark investment team is united through a shared commitment to risk-first security analysis and cross-disciplinary collaboration honed over decades of working in close partnership through multiple market cycles. The team’s collective experience and research-driven process provide unique investment insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs.
Kaelyn is a Partner and Portfolio Manager of ArrowMark’s private credit funds and separately managed accounts and leads the firm’s fixed income efforts in securitized investments, including regulatory capital relief since 2010. Kaelyn was also the lead analyst for the firm’s participation in the Term Asset-Backed Securities Loan Facility (“TALF”) program. Prior to joining ArrowMark in 2008, she was an analyst at Janus Capital Group where her areas of focus included residential and commercial mortgage-backed securities, asset-backed securities, and interest rates (2004-2008). Previously, Kaelyn worked at Great-West Life where she was Assistant Portfolio Manager of $5.5 billion in separate account, general account and total return assets with a focus on high quality fixed income securities (1998-2004). Kaelyn graduated from Illinois State University with a bachelor’s degree in Economics and earned an MBA from Indiana University.
Sanjai joined ArrowMark in October 2012 and serves as Partner and Portfolio Manager for ArrowMark's leveraged loan investments and CLO funds. Prior to joining ArrowMark, he founded MB Consulting Partners in 2009, where he specialized in financial and operational restructuring advisory to stressed and distressed middle-market companies. With more than 10 years of restructuring experience, he has led several assignments across various industries. Sanjai was a Senior Portfolio Manager at GSO Capital Partners, a subsidiary of The Blackstone Group, and member of the Investment and Management Committee(2005-2009). At GSO, he managed approximately $11 billion of leveraged loan and high yield assets in various CLOs and other investment vehicles, and co-led the team’s leveraged finance efforts. Prior to joining GSO Capital Partners, Sanjai was an Assistant Portfolio Manager for RBC Capital Partners’ debt investment group and was a member of the Investment Committee (2001-2005). He also led the group’s restructuring efforts related to distressed investments and represented the firm’s interests on creditor committees. From 1999-2001, Sanjai was a Senior Investment Analyst at Indosuez Capital Partners. Sanjai received a bachelor’s degree in Mechanical Engineering from the University of Wisconsin – Madison and an MBA from the Eli Broad Graduate School of Management at Michigan State University.
David is a founding Partner and Portfolio Manager of ArrowMark’s private funds and separate managed accounts. Prior to founding ArrowMark Partners, he served as Executive Vice President and Portfolio Manager at Janus Capital Group, managing $20 billion across multiple investment strategies: Janus Fund, Janus Mercury Fund and Janus Growth & Income Fund, as well as institutional separate accounts (1997-2007). David was also an Assistant Portfolio Manager and Equity Analyst for various equity, international and balanced portfolios (1995-1997). David served as Chief Financial Officer of Chase US Consumer Services, Inc., a Chase Manhattan mortgage business (1988-1995). Before being named CFO, David worked in a broad variety of businesses at Chase, including international banking, commercial lending and asset-backed finance. David graduated cum laude from Dartmouth College with a bachelor's degree in English and Russian and earned an MBA at Columbia University.
Chad is a Partner and Co-Portfolio Manager for ArrowMark’s Small Cap Growth and Small and Mid-Cap Growth strategies. Prior to joining ArrowMark in 2013, Chad served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). While an equity research analyst at Janus Capital Group (2001-2011), he focused on small and mid-capitalization stocks in the healthcare and industrials sectors. Prior to joining Janus Capital, Chad was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a bachelor’s degree in Finance and was a member of the Omicron Delta Kappa Honor Society.
Karen is a founding Partner and co-manages ArrowMark’s CLO and specialty finance investments and research analyst team. Prior to founding ArrowMark, Karen served as Executive Vice President and Portfolio Manager at Janus Capital, managing $10 billion for two strategies: Janus Balanced Fund and Janus Core Equity Fund, as well as institutional separate accounts (2000-2005). Karen was also the Assistant Portfolio Manager of the Janus Fund (1998-2000). She joined Janus Capital as an equity analyst in 1995. Prior to Janus Capital Group, she worked at PricewaterhouseCoopers LLC in the audit and mergers and acquisitions departments. Karen graduated from the University of Colorado with a bachelor’s degree and holds the Chartered Financial Analyst designation.
Brian is a Partner and Co-Portfolio Manager for ArrowMark’s Small Cap Growth and Small and Mid-Cap Growth strategies. Prior to joining ArrowMark in 2013, Brian served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). During his time as an equity research analyst at Janus Capital Group (2000-2011), he focused on small and mid-capitalization stocks in the communications sector. Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his work on Dell Computer. Brian holds the Chartered Financial Analyst designation.