Illegal Activity
none
Blackmail
none
Date
December
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
The document provides information about Och Ziff's new CLO issue, OZLM XIV, including key details about the company, the investment strategy, and indicative pricing. It also includes a run of bank $1000 bank preferreds with details on various banks and their preferred stock offerings.
Metadata
- Subject
- Och Ziff CLO and Bank Preferreds
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0075301, SDNY_GM_00221485, EFTA01378140
- Date
- December
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Och Ziff | Business | OZLM XIV | Och Ziff is coming to market with a new issue CLO, OZLM XIV. |
| Donald Young | Employment | Institutional Credit Strategies (ICS) | US portfolio manager for ICS |
| Adeel Shafiqullah | Employment | Institutional Credit Strategies (ICS) | European portfolio manager for ICS |
Financial Information
Amounts:$46.1bn$7bn$318,750,000$61,500,000$25,750,000$30,250,000$23,750,000$47,670,000$1000
Assets:
- A-1 Notes
- A-2 Notes
- B Notes
- C Notes
- D Notes
- E uit
Transactions:
- New issue CLO, OZLM XIV
- Investments in performing credit via CLOs
- Run of bank $1000 bank preferreds
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
People 2
Organizations 9
Och ZiffOZLM XIVInstitutional Credit Strategies (ICS)Moody'sFitchAXPBACBKC
Locations 2
USEuropean
Text Analysis
- Tone
- Informative
- Purpose
- To provide information about Och Ziff's new CLO issue and a run of bank preferreds.
- Significance
- Provides financial information about investment opportunities.
File Info
- File Name
- EFTA01378140.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:26.047498
- DOJ Source
- View on DOJ