Chief Executive Officer of the Manager, Chief Executive Officer of AFC and Class I Director of AFC.
He is responsible for the overall management of AFC and leads the firm’s Investment Committee, which is responsible for overseeing investment processes including origination, credit underwriting, risk analysis and investment approvals. Mr. Tannenbaum and his management team members have been involved in approximately $10 billion of successful loan transactions. Mr. Tannenbaum has extensive leadership experience. He was formerly the founder and CEO of Fifth Street Asset Management (Fifth Street), a credit asset manager with a nationwide platform, which was sold to Oaktree Capital Management in 2017. Prior to its sale to Oaktree, Fifth Street had a core focus on disciplined credit investing across multiple economic cycles, and issued billions of dollars in public equity, private capital and public debt securities. Fifth Street made flexible investments across capital structures to growing middle market companies, primarily in conjunction with private equity sponsors. It managed $5 billion of assets across multiple private investment vehicles and two publicly-traded business development companies. Subsequent to the sale to Oaktree in 2017, Mr. Tannenbaum founded LMT Investments, a singly family office that is focused on allocating capital across various strategies including credit via Tannenbaum Strategic Credit Fund, a $100MM+ fund, equities and real estate. Mr. Tannenbaum graduated from The Wharton School of the University of Pennsylvania, where he received a B.S. in economics. Subsequent to his undergraduate degree from the University of Pennsylvania, he received an MBA in Finance from The Wharton School as part of the submatriculation program. He is also a holder of the Chartered Financial Analyst designation and is a member of The Wharton Graduate Executive Board.
Partner, Head of Origination and Investor Relations.
Mrs. Tannenbaum has over 7 years’ experience focusing on mergers and acquisitions and leveraged loans to healthcare companies. Additionally, she has 5 years of experience as an investor relations professional within the finance industry. Mrs. Tannenbaum formerly served as Head of Investor Relations at Fifth Street Asset Management and as a Vice President in Healthcare mergers and acquisitions at CIT Group Inc. She graduated summa cum laude with a B.S. in Finance, with a concentration in Marketing and a Public Relations minor from Lehigh University.
Principal of Manager, Head of Real Estate and Class II Director of AFC. Mr. Kalikow is AFC’s Head of Real Estate as well as a member of the AFC Board.
He is president and founder of Gamma Real Estate, a boutique commercial real estate firm based in New York City. The firm lends on real estate nationwide, owns a portfolio of approximately 5,000 apartments and several office properties in the Southeastern US, and developments real estate, including an 850 unit residential building on Sutton Place in Manhattan. Prior to co-founding Gamma Real Estate, Jonathan Kalikow spent 18 years on Wall Street investing across industries and asset classes as a proprietary trader at Morgan Stanley and then as a hedge fund trader and portfolio manager. Mr. Kalikow is a graduate of the Wharton School of Business with degrees in Real Estate and Finance. He also holds a JD from Fordham University School of Law and is a member of the New York State Bar Association.
Chief Financial Officer and Treasurer
Chief Financial Officer, AFC Management and Equity Holdco.
Mr. Geoffroy has over 20 years’ experience in financial reporting, accounting, and internal controls with extensive investment fund experience. Mr. Geoffroy is a licensed CPA with 9 years of public accounting experience at Ernst & Young where he was a Senior Manager in the Financial Services Office (FSO) assurance practice, leading financial statement and internal control audits of investment funds and fund administrators. He formerly served as the Vice President, Controller at Ares Management responsible for 20 U.S. and European private debt origination funds, with AUM $6 Bn and he formerly served as Vice President of Fund Administration and Financial Reporting at S.A.C. Capital Advisors. Mr. Geoffroy is a previously registered securities principal for a firm specializing in institutional trading of mortgage backed securities, public mortgage servicers, and public REITs: Series 7, Series 24, and Series 27 licenses.
Mr. Boccuzzi has over 5 years of experience investing in leveraged loans across multiple industries. He additionally has 9 years of experience managing middle office and operations teams. Mr. Boccuzzi previously served as a Senior Associate at Oxford Square Capital Corp. and as a Manager in Fixed Income Middle Office at AIG Investments. He graduated with a B.S. in Business Management from the University of Connecticut and is a Level III CFA Candidate.
Vice President, Origination and Investor Relations
Mr. Gioia has over 9 years of private equity investing experience, and an additional 2 years of investment banking and capital markets experience. Previously Mr. Gioia worked at ArmaVir Partners, a private equity firm he co-founded with over $375 million in assets under management. Prior to that he worked at Cowen in private equity investing and investment banking roles. He graduated with an A.B. in English Literature from Princeton University.
Director of Portfolio Management
Mr. Gomez has five years of experience focused on managing real estate properties, both commercial and residential. He is involved in the inspection, maintenance, leasing and tenant relations for both commercial and residential properties. Mr. Gomez also coordinates the sale and purchase of commercial properties.
Controller of AFC
Mr. Hetzel has 11 years of accounting and finance experience. He previously served as VP of Finance for a real estate development company. Mr. Hetzel spent 7 years with PwC where he was a manager in the REIT audit practice. He received an MBA from the University of Central Florida and is a licensed Certified Public Accountant..
Mr. Katz has over 7 years of experience advising public and private companies in acquisitions, debt and equity financings, corporate governance matters and continuous reporting obligations. He previously worked in the corporate and securities groups at national law firms and prior to joining AFC Gamma he led the corporate legal team at a unicorn technology company. Mr. Katz received his J.D. from the University of Michigan Law School and his B.S. from the University of Maryland.
Director of Real Estate Underwriting of AFC.
Mr. Levin is AFC’s Director of Real Estate Underwriting. Mr. Levin has 20 years’ experience focusing on real estate and leverage finance transactions, including performing sourcing, underwriting, performing due diligence, strategic advisory and arranging financing. Mr. Levin has closed over $2 billion of real estate loans in his career, in addition to his principal and cash flow underwriting experience. He was most recently the Chief Investment Officer for Stackhouse Capital, a family office-backed boutique real estate investment and advisory firm focused primarily on multifamily and self-storage value-add or ground up opportunities. He also previously served as a Principal and a CFO for the real estate division of a $1 billion family office. Mr. Levin graduated with a B.A. in History from Princeton University before working in Deutsche Bank’s Leverage Finance Group. Mr. Levin also graduated with an MBA in Finance from The Wharton School at the University of Pennsylvania, where he was on the Dean’s List.
Ellyse has 15 years experience in the accounting field with a focus on payable and receivables. She started her education in healthcare and ultimately received an AAS in Accounting.
Mr. Wilson is an analyst at AFC Gamma. Mr. Wilson has over 2 years’ experience focusing on Corporate Credit and Capital Markets. Mr. Wilson began his career at Morgan Stanley, where he was a Trader in Investment Grade and Crossover corporate bonds, focusing mainly on Tech, Consumer/Retail, and Food/Beverage sectors. Prior to Trading, Mr. Wilson was a Credit Analyst, covering the Consumer, Food, and Beverage sectors. He graduated from Williams College with a B.A. in Economics. At Williams, Mr. Wilson was a member of the Varsity Football Team.