Advisory Board

Eric Rosen currently runs his family office investing in both public and private transactions. He has made numerous investments in venture capital, private equity, specialty finance, and real estate. Many of the investments are made in stressed or distressed situations. He is also advising and consulting for various companies and sitting on multiple boards across industries. Eric is currently on the investment committee of 3i, an investment and social networking club. Additionally, Eric started a newsletter during the pandemic, The Rosen Report (Substack), which begins with a personal story and discusses markets, economics, politics, world affairs, the pandemic, and real estate.

Eric was the Founder and Chief Investment Officer at Reef Road Capital, a Credit Opportunities fund. The fund invested across the capital structure, as well as both long and short risk. Investments included loans, bonds, equity, credit default swaps, trade claims, and had a bias for special situations and distressed investing. After peaking at approximately $850mm of AUM, Reef Road announced it would be returning capital to its investors despite no material redemptions and positive returns. (2013-2020).

Previously, Mr. Rosen was Managing Director and Co-Head of Fixed Income, Currency and Commodities – Americas (FICC), Head of North American Credit Flow Trading and Head of Global Distressed Trading at UBS. In addition to these responsibilities, Mr. Rosen actively traded a management portfolio and managed the Global Corporate Loan Portfolio ($60bn). Mr. Rosen was a member of the Investment Bank Management Committee, FICC Executive Committee, Credit Management Committee and Capital Commitments Committee (2011-2012).

Prior to UBS, Mr. Rosen was a Managing Director and Head of North American Credit Trading and Head of Distressed Trading at JPMorgan. Mr. Rosen actively traded a proprietary portfolio and hedged complex portfolios of High Yield and Investment Grade Bonds, Credit Derivatives, Preferred Stock, Loans, Distressed Debt, Short Term Fixed Income, Flow Exotics and Vendor Financing producing record results during the 2008 credit crisis. Prior to that role, Mr. Rosen was a Managing Director and Head of Loan Trading where he built and managed the number one ranked Par and Distressed Debt Loan trading business globally. He made Managing Director at age 28. (1997-2010).

Before joining JPMorgan, Mr. Rosen was a Senior Loan Trader at Bank of America and its predecessor, Continental Bank (1992-1997).

Mr. Rosen was Chairman of the Credit Markets Division and on the Board of Directors of The Securities Industry and Financial Markets Association, formerly The Bond Market Association. Mr. Rosen was also the senior JPMorgan representative to the Federal Reserve Bank for discussions on the Credit Derivative Markets. In addition, Mr. Rosen has participated in discussions with the SEC, NASD, The Federal Reserve Bank and the Bank of England on issues such as market structure, derivatives, clearing, trade reporting and other proposed regulatory changes.

Mr. Rosen holds an M.B.A. from the University of Chicago and a B.S. in Finance and Accounting from Florida State University.

Mr. Rosen’s community work includes supporting the Pediatric Neurology Department at New York Cornell Hospital and the Children’s Health Council. Additionally, Mr. Rosen participated in a mentoring program for professional NBA players. He currently mentors numerous high school and college students as well as young professionals. Mr. Rosen was previously Co-Chairman of both the Apollo Family Circle and the Acquisitions Fund Dinner at the Metropolitan Museum of Art.