General Investing >> Analyst Interviews >> February 20, 2025
Mitchel Penn, CFA, is Managing Director and Senior Analyst covering business development companies for Oppenheimer & Co. Inc. Prior to joining Oppenheimer, he followed business development companies at Janney Montgomery Scott. In addition, he was an Equity Portfolio Manager/Financial Analyst at Legg Mason Capital Management from 2001 to 2012 where he specialized in financial companies. Prior to this, he managed fixed income portfolios at Legg Mason Capital Management and Aetna. He began his career as an accountant at Price Waterhouse in 1981. Mr. Penn is a member of the Baltimore CFA Society and has served as president and also on the board of directors. He holds a B.A. from Villanova University and an MBA from the University of Chicago. Profile
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TWST: Could you please begin with an overview of your coverage with a focus on the BDC space?
Mr. Penn: Sure, we cover 33 BDCs, two REITs,
