Team

  • Mr. Goldman is the Co-Founder and CEO of Coalition Investment Partners.

    Prior to Coalition, he was the Founder, CIO, and Managing Partner of Seven Locks Capital Management (SLCM), an investment firm that managed funds focused on catalyst-driven investing, with an emphasis on sourcing differentiated, undiscovered, and asymmetric investment ideas opportunistically across industries and throughout the capital structure. SLCM managed in excess of $300M in assets. Prior to founding Seven Locks in 2008, Mr. Goldman was the Portfolio Manager of the U.S. value with catalyst team at Magnetar Capital, running a multi-billion-dollar portfolio of equity and credit investments and a team of six investment professionals. Mr. Goldman joined Magnetar prior to its >$1B launch in 2005, and was an active participant in the critical aspects of building the business. While at Magnetar, he also originated the idea and created the business plan for Lightfoot Capital Partners, an entity focused on incubating partnerships in the energy/infrastructure sector and providing realizable opportunities for strategic growth. After raising initial LP capital prior to launch, Mr. Goldman served on Lightfoot’s Board of Directors as it built an organization and acquired multiple operating companies. In August 2017, Lightfoot entered into an agreement to sell its General Partner to Zenith Energy, a Warburg Pincus-backed midstream energy company, for $94.5M in cash. Previously, Mr. Goldman was a Senior Analyst at Rockbay Capital, which he joined prior to launch in 2002 and helped to build from $34M in AUM at launch to over $1.2B in 2005. Prior to Rockbay, he was an Analyst in the Mergers & Acquisitions Group at UBS AG.

    Mr. Goldman graduated from The Wharton School at the University of Pennsylvania with a BS in Economics and a concentration in Finance.

  • Mr. Herz is the Co-Founder of Coalition Investment Partners. Mr. Herz brings 20+ years of executive search and strategic advisory experience, with a core focus on fundamental investing roles across a variety of styles and assets classes.

    Prior to Coalition, he was a Partner at Westwood Partners, an advisory and executive search firm focused on financial services. Mr. Herz specialized in senior-level placements within the global alternative asset management industry, bringing his clients a breadth of human capital experience with leading hedge funds and private equity firms. Additionally, he provided capital introductions to facilitate seed investment for nascent funds and supported them through their cyclical management and growth issues. Prior to joining Westwood in 2012, he was the Founding Partner of Hunter Advisors, an executive search and advisory firm dedicated to placing and advising senior-level investment talent. While at Hunter, Mr. Herz represented a select group of top-tier hedge funds, direct investment platforms and family offices, with a special emphasis on team buildouts and new strategies. From 2000 to 2003, Mr. Herz was a Senior Vice President at the Whitney Group, specializing in recruitment and advisory services within the global credit markets and the hedge fund industry, with extensive experience in event-driven, distressed, market-neutral, credit arbitrage, and multi-strategy funds. Prior to joining the Whitney Group, he was a Director at the Options Group’s capital markets practice, where he was recognized as the number one recruiter globally for two consecutive years.

    Mr. Herz graduated from Boston University with a BA in Political Science. He is the Chairman of the Board of Reut USA, a nonprofit social venture which supports the Reut Group’s work in the USA. He has also served as a Trustee of The Washington Institute for Near East Policy.

Investment Partners