The Plasencia Group By introducing a totally client-centered approach to hotel and resort investment , .Montclair Hotels is a hotel man

 

http://www.montclairhotels.com/index.asp

 

Montclair Hotels is a hotel management and asset management company based in suburban Chicago. Montclair assists financial institutions and private investment groups in achieving their hotel real estate investment goals by developing a unique client partnership characterized by mutuality of interest, integrity and core competence. Our team of investment, hotel management, asset management and service professionals brings financial and operational expertise, tempered by experience, for investment decisions consistent with each client’s objectives.

 

 

Montclair was founded in 1995 as an investment and management company and acquired their first two hotels.  They were two Chicago hotel and golf resorts with over 50,000 square feet of meeting space and three championship golf courses. In 1998 Montclair purchased three North Central Wisconsin hotels.  The hotel package consisted of a 400 room Hotel and Conference Center with 38,000 square feet of meeting space, a boutique hotel with extensive meeting space and a resort hotel with a 160 slip marina. 

 

Montclair has developed a working relationship with the major hotel brands acquiring and managing full service hotels, select service hotels, extended stay hotels and public golf courses in Seattle, San Francisco, Portland, Tucson, St Paul, Nashville, Long Island, Tampa, the Pocanos, suburban Chicago, and Palm Springs. Montclair broadened their management and operational scope the last five years offering asset management of full service hotels and public and private golf facilities.

 

Montclair has developed a working relationship with financial institutions managing their financially distressed properties that require repositioning for an ultimate sale.

 

Montclair has delivered outstanding returns to its investors and ownership groups to date, and is strategically positioned to continue to attract hotel, resort and golf investments, operating partnerships and asset management opportunities.

	Our current hotel portfolio:
	Fairfield Inn & Suites
	• Fairfield Inn & Suites - Green Bay, WI
	• Fairfield Inn & Suites - Beloit, WI
	Holiday Inn Express
	• Holiday Inn Express - Chicago/O'Hare, IL
	• Holiday Inn Express - Roselle, IL
	Mission Hills Conference Center and Golf Club
	Hotels owned and managed:
	Country Inn & Suites
	• Country Inn & Suites - Romeoville, IL
	• Country Inn & Suites - St. Charles, IL
	• Country Inn & Suites - Roselle IL
	Miramonte Resort & Spa
	• Miramonte Resort & Spa - Indian Wells, CA
	Hamilton Park Hotel & Conference Center
	• Hamilton Park Hotel & Conference Center - Florham Park, NJ
	Holiday Inn
	• Holiday Inn - Neenah Riverwalk
	• Holiday Inn - St. Paul MN
	• Holiday Inn - Walnut Creek CA
	• Holiday Inn - Concord CA
	• Holiday Inn - Santa Clara CA
	• Holiday Inn - Renton WA
	Holiday Inn Express
	• Holiday Inn Express- Nashville TN
	InterContinental Hotel
	• InterContinental Hotel - Tampa, FL
	Radisson
	• Radisson Paper Valley - Appleton, WI
	SpringHill Suites
	• SpringHill Suites - Bolingbrook, IL
	• SpringHill Suites Portland Hillsboro - Hillsboro, OR
	Tarrytown House Estate & Conference Center
	• Tarrytown House Estate & Conference Center - Tarrytown, NY
	Glen Cove Mansion Hotel & conference Center
	• Glen Cove Mansion Hotel & conference Center-Glen Cove NY
	Pioneer Resort Hotel & Marina
	• Pioneer Resort Hotel & Marina-Oshkosh WI
	Value Place Hotel
	• Value Place Hotel-Springfield MO
	• Value Place Hotel-Nashville TN
	Crown Plaza San Francisco Airport
	• Crown Plaza San Francisco Airport-San Francisco CA
	Courtyard by Marriott
	• Courtyard by Marriott-Lynnwood WA
	Hawthorn Suites
	• Hawthorn Suites-Kent WA
	Doubletree Hotel
	• Doubletree Hotel-Tucson AR
	Mt Airy Golf Club
	• Mt Airy Golf Club-Mt Airy NJ
	Indian Lakes Resort & Golf Club (Hilton Resort)
	• Indian Lakes Resort & Golf Club (Hilton Resort)-Bloomingdale IL
	Nordic Hills Resort & Golf Club (Eaglewood Conference Center)
	• Nordic Hills Resort & Golf Club (Eaglewood Conference Center)-Itasca IL

 

 

 

ABOUT OAKTREE

Oaktree’s mission is to provide highly professional management with a primary emphasis on risk control in a limited number of sophisticated investment specialties. Oaktree specializes in less efficient markets and alternative investments, and has extensive experience, an enviable track record, broad product range and substantial assets under management. We are dedicated to the achievement of consistent and superior performance without high risk. Our ultimate objective is investment success, the fruits of which are shared by Oaktree’s clients and personnel.

 

 

GLOBAL PRESENCE

We invest and serve clients globally through offices located in 17 cities in 12 countries — part of our continuing dedication to expanding our reach around the world.

To support and assist our clients and prospective clients wherever they are, whenever they need us, we have client relationship representatives located in Los Angeles, New York, Dubai, London and Hong Kong.

 

 

 

The Oaktree story

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THE OAKTREE STORY

Oaktree Capital Management is a leading global alternative investment management firm with particular expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate and control investments. Today, Oaktree has over 900 employees in Los Angeles (headquarters), London, New York, Hong Kong, Stamford, Houston, Tokyo, Luxembourg, Paris, Frankfurt, Singapore, Seoul, Beijing, Amsterdam, Dublin, Dubai and Shanghai. We have 32 portfolio managers with an average of 23 years of experience and over 730 years of combined experience.

The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. This investment philosophy, which consists of six tenets—risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing—is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing, commonality of interests with clients, a collaborative and cooperative culture, and a disciplined, opportunistic approach to the expansion of offerings.

The results achieved, thanks to consistent application of our philosophy and principles, have earned Oaktree a large and distinguished institutional clientele. Among Oaktree's global clients are approximately 100 of the 300 largest global pension plans, 75 of the 100 largest U.S. pension plans, over 350 endowments and foundations, 16 sovereign wealth funds and 39 of the 50 primary state retirement plans in the United States.

Our expertise investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in six categories: distressed debt, corporate debt, control investing, convertible securities, real estate and listed equities. Importantly, the expansion of our list of strategies has been achieved primarily through “step-outs” into highly related fields, based on identifying markets that (a) we believe have the potential for attractive returns, and (b) can be exploited in a manner consistent with the firm’s risk-controlled philosophy. The gradual expansion of investment strategies at Oaktree is shown in the graphic below:

In addition to growing in-house offerings, we have also widened our reach by forming external relationships, some of which have led to the establishment of new Oaktree strategies. Examples of this broadened scope include:

Partnership with well regarded third parties

Our longest-standing relationship with an external partner is with the well known investment management company Vanguard. This partnership began in 1996, when Oaktree was selected as the investment adviser for the Vanguard Convertible Securities Fund, and was broadened in 2011, when we were selected as one of four investment advisers of their Emerging Markets Select Stock Fund.

Existing platform enhancements

In 1996, we began working with GFI Energy Ventures LLC, a relationship which formed the basis for the dedicated Power Opportunities strategy, begun in 1999 when Oaktree managed the first two Power Opportunities funds. Later, in 2009, we acquired the GFI team and brought them in-house.

Strategic equity investments in independent asset managers

We opportunistically acquired a strategic equity stake in DoubleLine Capital LP, an independent asset manager to which we provided start-up assistance in 2009. This investment in DoubleLine represents Oaktree’s most significant equity investment in an external manager and was undertaken in recognition of our shared investment philosophy that emphasizes risk control, as well as the extraordinary performance record built by the professionals of DoubleLine while at Trust Company of the West.

Advancing infrastructure, management and talent development

Concurrent with growth in our investment activities, we have allocated significant resources to internal systems and operations, maintaining a robust, sophisticated platform that enables us to target new opportunities while ensuring the continued ability to provide superior service to clients. Extensive investments in global infrastructure begun in 2008 positioned us for the next stage of our growth and enable us to address the heightened post-crisis needs of clients and other constituents.

In 2014, Jay Wintrob – a member of the Board of Directors since 2011 – was hired as Oaktree’s first Chief Executive Officer to develop and manage our increasingly global business.

As the firm expands, we pay careful attention to our ability to attract and retain talent, as well as to effect the inter-generational transfer of ownership that plays an essential role in making Oaktree an enduring institution. Starting at the end of our first year, and every year or two thereafter, we expanded the ranks of Oaktree’s employee-owners from the original five to more than 215 presently. In 2004, we sold a small amount of equity to a group of long-time clients, and in 2007 these clients exercised an option to double their share of Oaktree equity. Also in 2007 we sold a portion of the company to a group of outside institutional investors via a private offering on the Goldman Sachs TrUE (Tradable Unregistered Equity) platform. Most recently, in 2012, we became publicly traded with units listed on the NYSE under the ticker symbol “OAK.” As of June 30, 2015, 41% of Oaktree’s equity interests are owned by its senior executives and other executive officers and directors. Other current and former employees of Oaktree and a small group of longtime clients hold approximately 28% of Oaktree’s equity interests with the remaining 31% held by public unitholders. Our senior executives still retain over 95% of voting control.

Click here for a detailed timeline.

 

 

 

 

GLOBAL OFFICES

Los Angeles

Houston

New York

Stamford

Amsterdam*

Dubai

Dublin*

Frankfurt

London

Luxembourg*

Paris

Beijing

Hong Kong

Seoul

Shanghai

Singapore

Tokyo

 

 

 

*Office of affiliates of Oaktree-managed funds

 

 

STRATEGIES

We are involved in less efficient markets and alternative investments, closely adhering to our investment philosophy and business principles as we invest.

Visit Oaktree's mutual funds page.

 

OPEN-END

CLOSED-END

EVERGREEN

CORPORATE DEBT

U.S. High Yield Bonds

European High Yield Bonds

Global High Yield Bonds

U.S. Senior Loans

European Senior Loans

U.S. Senior Loans

European Senior Loans

Mezzanine Finance

European Private Debt

Strategic Credit

Emerging Markets Total Return

CONVERTIBLE SECURITIES

U.S. Convertibles

Non-U.S. Convertibles

High Income Convertibles

 

 

DISTRESSED DEBT

 

Distressed Opportunities

Emerging Markets Opportunities

Value Opportunities

CONTROL INVESTING

 

Global Principal

European Principal

Asia Principal

Power Opportunities (GFI Energy Group)

Infrastructure Investing

 

REAL ESTATE

 

Real Estate Opportunities

Real Estate Debt

 

LISTED EQUITIES

Emerging Markets Equities

Emerging Markets Absolute Return

Value Equities

 

ASSETS BY ASSET CLASS

			($ Millions)*
		Corporate Debt	$38,109
		Convertible Securities	$8,489
		Distressed Debt	$27,017
		Control Investing	$16,398
		Real Estate	$8,369
		Listed Equities	$4,678
		TOTAL	$103,060

 

ASSETS BY CLIENT TYPE