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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
Date and Venue TBC

Richard Jacobson
Managing Director at Golub Capital
Speaker

Profile

Richard Jacobson is a Managing Director of Golub Capital, a market-leading, award-winning direct lender and experienced credit asset manager, with over $45 billion of capital under management. Golub Capital partners with institutional investors and family offices, offering tailored solutions for investors’ credit asset strategies. The Firm specializes in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Golub Capital has been a top 3 U.S. Middle Market Bookrunner each year from 2008 through Q4 2021 for senior secured loans of up to $500 million for leveraged buyouts. Golub Capital has been consistently recognized with industry awards, including Lender of the Year, Americas (Private Debt Investor, 2015, 2016, 2018; Mergers & Acquisition, 2016), Senior Lender of the Year, Americas (Private Debt Investor, 2015, 2016, 2017, 2019, 2020) and Business Development Company of the Year, Americas (Private Debt Investor, 2015, 2016, 2017).

Mr. Jacobson joined Golub Capital in 2014 and is a Managing Director in the Business Development group. He is responsible for managing existing and new client relationships across all investment offerings for the Firm. Prior to joining Golub Capital, Mr. Jacobson worked at Stern Capital, a private investment firm, where he led the firm's expansion into private debt and equity transactions. Prior to this position, Mr. Jacobson served as a Managing Director and one of four partners overseeing Indosuez Capital’s Merchant Banking group, where he was a member of the Investment Committee and oversaw the group’s origination and structuring of senior loans, mezzanine debt and private equity co-investments. Prior to that, Mr. Jacobson was an Associate in the law firm of Jacobs, Persinger and Parker, where he drafted documents relating to acquisitions, joint ventures, private placements, leveraged buyouts and debt financings.

Mr. Jacobson earned his BA degree cum laude in English and Sociology from Tulane University. He received an MBA from the Columbia Business School and a JD from American University’s Washington College of Law.

Agenda Sessions

  • Focus on investors: examining the challenges and offerings for managers, advisors and carriers

    9:45am