Mark W Whitford Email and Phone Number

• Spearhead the growth of Willow Investments' institutional client base by structuring innovative strategies to meet their diverse needs, including Funds, Separately Managed Accounts (SMAs), Co-investments, strategic partnerships, and rate note feeder options.• Successfully introduced Willow to over 150 institutional prospects in recent years, particularly focusing on those new to private credit as an asset class.• Collaborate with external conferences and events to enhance prospect engagement, including participating in unique formats such as Speed dating at iConnections, Dinners with Titan, and sponsorship of conferences like PDI and LPGP.• Work closely with "With Intelligence" and Nasdaq (formerly eVestment) to ensure updated performance numbers are accurately reflected in their databases, maintaining transparency and credibility.• Continuously update and refine marketing materials to ensure they remain relevant and compelling to the evolving needs of clients and prospects.• Contribute to industry knowledge by writing white papers on leading trends, showcasing Willow's expertise and thought leadership.

• Led growth of insurance assets, exceeding revenue, and AUM goals despite challenging conditions.• Conducted 130-150 prospect meetings annually, focusing on expanding alternative asset classes.• Provided comprehensive advisory support to clients and acted as primary contact for consultants.• Published impactful white papers on various industry topics.• Drove growth in insurance GA assets and expanded alternative asset class solutions.• Provided advisory support to clients and led RFP/RFI responses.• Developed comprehensive insurance solutions pitch book and collaborated with consultants.• Published white papers and hosted industry webinars.

• In charge of growing insurance GA assets, covered entire U.S. plus Bermuda, and Cayman Islands• Focused on growing solutions and alternative asset classes (PE, Hedge Funds and Real Assets)• Provided all requested advisory support on assigned Asset Management Clients including Strategic Asset Allocation, ALM, benchmarks, peer analysis as well as special projects• Lead contact on RFP & RFI responses• Created insurance solutions pitch book; also created business line peer analysis• Worked closely with the consultant relations team on insurance consultants, main contact for insurance only consultants (Cardinal, SAA…)• Also published white papers and spoke at industry events and hosted three webinars

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