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Go forward with conviction

GreenOak harnesses creativity and discipline in pursuit of better investment outcomes, pairing rigorous risk management with the conviction to act when opportunity arises.

Our investment platform

Our experience across markets and asset classes allows us to combine rigorous risk management with innovative thinking. The result is a more dynamic approach to investing, one that can adapt as conditions and client needs evolve.

Our platform

Our evolution

Explore the milestones that helped shape GreenOak

Our evolution

One platform, many possibilities.

A bridge tower and cables viewed from below against a cloudy sky

The result of years of strategic acquisitions and expansion, GreenOak brings together capabilities across alternative and investment grade credit, real estate and infrastructure. Built on decades of specialized investment experience, the platform creates opportunities to draw on diverse perspectives, collaborate more deeply and deliver greater value to clients. To learn more, read the announcement introducing GreenOak and the vision behind the platform.

Read the press release

AUM
Credit
Real assets
offices globally
investment professionals

Meet our leadership team

Drawing on experience across markets and investment disciplines, our leadership team brings the diversity of thought that shapes our investment approach.

Cliff Corso is a member of the GreenOak executive leadership team.

Cliff serves as the Chief Executive Officer and Chief Investment Officer of AAM. He joined the firm in 2021, bringing a 35-year reputation for strategic leadership and his deep understanding of the financial markets. He is responsible for overseeing asset allocation and investment management across the firm's $12.7 billion* in assets and the day-to-day management of AAM.

Prior to AAM, Cliff was founder, CEO and Chief Investment Officer of Cutwater Asset Management, a fixed income specialist boutique which grew to over $50 billion in assets under management under his tenure. Over his 20 years leading Cutwater, Cliff created several unique investment products and solutions across a spectrum which included investments in corporate, real estate, asset backed, and structured credit across both public and private markets. Cutwater developed a reputation as a leader in alternative lending and structured credit strategies focused on income, diversification and alpha generation. In January 2015, Cliff led the strategic acquisition by BNY Mellon (BNYM) of Cutwater which merged with BNYM's largest affiliate Insight Investment, a global fixed income leader with over $1 trillion in AUM. While at Insight Investment, Cliff held positions as CEO of Insight, North America as well as Executive Chairman and was a member and Chair of various Investment Committees including the Corporate Loan, Real Estate, and Illiquid Credit Committees. Prior to Cutwater, Cliff served as a senior multi-sector fixed income portfolio manager at Alliance Capital Management.

Throughout his career, he has also served as a credit analyst, lender, restructuring specialist and trader. He is sought after for his views on markets regularly by Bloomberg, Barron's, CNBC and Fox Business News. Mr. Corso graduated from Yale University with a degree in economics and earned an MBA from Columbia University. He currently holds Series 3, 7, 24, and 63 licenses from the Financial Industry Regulatory Authority (FINRA).

*As of the most recent reporting period. Assets include brokerage and advised business at AAM.

John Carrafiell is a member of the GreenOak executive leadership team.

John Carrafiell is the Co-Founder and Co-Chief Executive Officer and a major shareholder of privately held BentallGreenOak ('BGO'), a leading, global investment management and advisory firm with approximately $89 billion in assets under management, 25 offices in 12 countries. John was a Founder of GreenOak Real Estate in 2010 and together with the team built the business organically to $12 billion (USD) of assets under management in 10 countries with over 100 employees prior to its 2019 merger with Bentall Kennedy (owned by Canada headquartered leading financial institution, Sun Life).

John is a 37-year veteran of global Private Equity investing and investment management, M&A, corporate finance, asset-backed securitization, and real estate (32 years based in London and Europe). He became Head of European Real Estate for Morgan Stanley in 1994 (at the age of 29) and rose during a 22-year career to be Co-Head of Global Real Estate (both principal investing with $100 billion of AUM, and Investment Banking) and to serve as a member of the Morgan Stanley Investment Banking Division's six-person Global Operating Committee in 2005.

John is a member of the board and the Compensation Committee of Lineage, Inc., the world's largest temperature-controlled logistics company, where John helped lead the company towards its IPO in July 2024, one of the largest IPOs in the past decade, and the largest-ever real estate IPO. BGO holds a significant minority stake in the company. John currently serves as a member of the Board and Chairman of the Audit Committee of Klepierre, one of Europe's largest REITs. He is Chairman of the board of IREIT by BGO, a $1 billion gross asset value, Logistics and Industrial REIT, launched in July 2023. He is a member of the board of Sandow Lakes Ranch Venture, LLC, formed in 2022, a 32,000-acre (50 square miles) development project outside Austin, Texas, where BGO owns a majority equity stake. John is also a member of the Board of Norway-based Bulk Infrastructure (as a board member from 2020-2022, now as an observer), a leading provider of green data centers and logistics in Europe, where BGO holds an over 60% stake.

From 2011, John advised the New York State Common Retirement Fund and then acted as the Fund's appointed board director and Audit Committee member of Shurgard, Europe's largest self-storage company, from its IPO until February 2019.

John was a member of the board, Chairman of the Audit Committee, and Chairman of the Operating Committee of Canary Wharf, the leading developer and owner of the London office district, where John led the $10 billion (GAV) LBO in the largest-ever real estate transaction of its type at the time.

John is a former Trustee of the Urban Land Institute (ULI) and member of its Finance and Endowment Committee. John is the co-Chairman of the Yale School of Architecture Dean's Council and co-Chairman of the Chelsea & Westminster Hospital Foundation Trust Development Board. John graduated Yale University with a Bachelor of Arts degree in Philosophy. John is based in Florida, in BGO's Miami Office.

The evolution of GreenOak

Explore the decisions, goals and ambitions driving our business, told by the people who are shaping its future.

Watch and follow the making of GreenOak series

Steve Peacher
We're trying to thread a needle.

Jacqueling Gallant
We all have to align on who we are, and we need our people to believe in that.

Michael Straka
…now what does this kind of brand stand for?

Chris Wright
I’ve got to be convinced that we can move forward…Change is natural. It's easier said than done to embrace it.

Veronique Lauzière
The key to unlock all of this is our people.

Jonathan Harari
And the stakes are very high. Super high.

Lindsay DeGrazia
It really is one of the largest growth opportunities this firm will have.

Steve Peacher
That transition’s important…It's hard and there are risks. This is a super competitive business.

Sonny Kalsi
I’m trying to look over the horizon. Yeah, we have to land this…and we will land it. I'm actually, I have zero concerns about landing it. We're going to land it, right? The plane is descending right now.

Important Information
GreenOak is the brand name under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. The GreenOak brand is also used by BentallGreenOak (U.S.) Limited Partnership, BentallGreenOak (Canada) Limited Partnership, Crescent Capital Group LP, Infrared Capital Partners Limited, Advisors Asset Management, Inc. and their worldwide affiliates, including other regulated legal entities. Each regulated legal entity under the GreenOak brand provides products and services only where permitted under applicable law.

The commentary expressed herein is provided solely for informational purposes. It should not be relied upon as a recommendation to purchase any security or as a solicitation of investment advice. The views expressed are those of the speaker and are subject to change at any time.

Investing involves risks, including the potential loss of principal. No strategy of investment can eliminate risk or guarantee returns. This content may present materials or statements which reflect expectations or forecasts of future events. Such forward-looking statements are speculative in nature and may be subject to risks, uncertainties and assumptions. Do not place undue reliance on such statements, as actual results could differ significantly.