
Core Viewpoint - Waterfall Asset Management has appointed Keerthi Raghavan as Co-Chief Investment Officer, enhancing its leadership team to oversee investment activities [1][2] Company Overview - Waterfall Asset Management is an alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, and real assets [4] - The firm was founded in 2005 and employs a relative value approach for sourcing and investing across 60+ sectors in the asset-based finance arena [4] - As of December 31, 2024, Waterfall managed approximately $12.5 billion in assets [4] Leadership Changes - Keerthi Raghavan, who joined Waterfall in 2014, has been promoted to Co-CIO alongside Brian Rebello [1][2] - Patrick Lo, the current Co-CIO, is resigning after 19 years with the firm, and his contributions have been acknowledged by the firm's founders [2] - Keerthi Raghavan has over 16 years of industry experience and previously held a director position at Barclays Capital [2] Key Personnel - Brian Rebello, the other Co-CIO, has over 25 years of industry experience and joined Waterfall in 2010 [3] - Both Co-CIOs hold advanced degrees and have significant backgrounds in finance and investment management [3]