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Tate Heilpern, CFA
Vice President
Mr. Heilpern is the lead trader for Oaktree’s Investment Grade Solutions platform and is a member of the strategies’ investment committees, focused on the analysis of global interest rates. Prior to joining Oaktree in 2020, he has over a decade of experience trading rates and currencies at Payden & Rygel and structuring interest rate derivatives at Wells Fargo. Mr. Heilpern received a B.A. in economics from Stanford University and is a CFA charterholder.