leadership
confidence high
sentiment neutral
materiality 0.60
CEO Jeffrey Levin resigns; Michael Occi named CEO, Ashwin Krishnan CIO, Orit Mizrachi and Jeffrey Day Co-Presidents
T Series Middle Market Loan Fund LLC
- CEO Jeffrey Levin resigned effective July 25, 2025; resignation not due to any disagreement with the company.
- Board appointed Michael Occi as CEO and director; Occi previously served as President and Managing Director at Morgan Stanley Investment Management.
- Ashwin Krishnan appointed Chief Investment Officer; he has over 22 years at Morgan Stanley and leads North America Private Credit.
- Orit Mizrachi and Jeffrey Day appointed Co-Presidents; Mizrachi was COO, Day is Head of Direct Lending Capital Markets and Business Development.
- New officers also appointed to similar roles at Morgan Stanley Direct Lending Fund, North Haven Private Income Fund LLC, and other affiliated funds.
item 5.02