First Trust Capital Management
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Our Team

Michael Peck, CFA
CEO, Co-Chief Investment Officer
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Brian Murphy
Portfolio Manager, Co-Chief Investment Officer
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Thomas S. Reckley
President
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Michael Grayson
Portfolio Manager
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Jacob Puccetti, CFA
Director of Research
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Robert O’Hara, CFA
Senior Credit Portfolio Manager & Principal
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Nicholas Lotysz, CFA, CPA
Director of Operational Due Diligence
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Charlie Winek, CPA
Public Funds - Chief Operating Officer
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Jeremy Bear, CAIA
Director, Portfolio, Strategy & Analytics
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Chad Eisenberg, CPA
Chief Operating Officer
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Yadira Guzman, CPA
Chief Financial Officer
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Marc D. Bassewitz
General Counsel
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Jennifer Yong, CPA
Chief Compliance Officer
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Jess Mercado
Controller
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Hayden Prescott
Director of Fund Operations
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Courtney Neuberg
Investment Operations Team Lead
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Tobin Burgdorf
Senior Associate & Client Portfolio Manager
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Griffin Gildea, CFA
Associate
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Rishabh Tandon
Senior Associate
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Dylan Horvitz
Associate
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Stephanie Hejna
Analyst
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Giuseppe Fregoli
Associate
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Nick Currie
Associate
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Charlie Lindberg
Analyst
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Clare Lane
Analyst
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Jesse Burkhead, CFA, CAIA
Vice President
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Ashley Erickson, CPA
Associate
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Nick Dimmett, CPA
Associate
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Alex Oquist
Analyst
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Tyler Correnti, CPA
Analyst
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Gus Kalivas, CFA
Senior Associate
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Ben Zimmerman
Associate
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Matt Borgstrom, CFA
Associate
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Luke McGarel
Analyst
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Peter Paganessi
Portfolio Manager
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Dan Lancz
Portfolio Manager
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Connor Kogut
Analyst
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Justin Clark
Client Service Team Lead
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Brigita Gerulskis
Senior Associate
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Joe Daw
Associate
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Jim Clifford
Associate
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Jenny Schmidt
Senior Associate
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Bethanne McBurney
Associate
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Zoran Tanasic
Associate
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Julia Pepple
Associate
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Jesus Popoca
Associate
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Leah Mertz
Associate
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Zach Marier, CPA
Senior Associate
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Brendan Smith
Associate
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John Baranggay
Associate
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Rohit Nemani
Analyst
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Kyle Czeszewski
Associate
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Kristen Denizman, MBA
Associate
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Michael Brozovic, CPA
Senior Associate
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Patricio Castillejos
Analyst
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Judson Ott, CPA
Associate
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Kelvina Ng
Associate
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Meredith Weeks
Manager
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Danielle DiPaola, IACCP©
Manager
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Muheez Afolabi, Esq.
Associate
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Francois Blondel
Senior Engineer
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Johan Widmann
Engineer
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First Trust Capital Management
Connect With Us
Chicago, IL (HQ)
  • 225 W. Wacker Drive
  • Suite #2160
  • Chicago, IL 60606
  • P: 773.828.6700
  • F: 847.386.2910
Quicklinks
  • Form ADV Part 2A
  • About Us
  • Contact Us
  • Careers
  • Form 1095-C Availability Notice

First Trust Capital Management L.P. is the Advisor to First Trust Merger Arbitrage Fund, First Trust Alternative Opportunities Fund, First Trust Multi-Strategy Fund First Trust Real Assets Fund, First Trust Private Credit Fund, First Trust Hedged Strategies Fund, First Trust Enhanced Credit Fund, FT Vest Hedged Equity Income Funds, First Trust Private Assets Fund, and Infinity Core Alternative Fund (collectively, the “Funds.”). The Funds are distributed by First Trust Portfolios L.P., an affiliate of First Trust Capital Management L.P.

Investing involves risk. Principal loss is possible. Diversification does not assure a profit or protect against a loss in a declining market.
The Funds should be considered speculative investments and there is no guarantee the Funds will successfully achieve their investment objectives. The Funds are appropriate only for investors who can tolerate a high degree of risk, do not require liquid investments, and are able to sustain a complete loss of their investment.

The Funds are also subject to some or all of the following risks: limited operating history; industry concentration risk; non-diversified risk; multi-manager risk; repurchase offers; limited liquidity risk; leverage and derivative risk; legal, tax and regulatory risk; and non-qualification as a regulated investment company under the Code. Investors may also be subject to multiple levels of fees and expenses, underlying manager risk, valuation risk, high portfolio turnover risk, limited control over underlying managers, arbitrage risk, special situation risk, equity, bond and asset-backed securities risk, foreign risk, currency risk, credit risk, distressed securities risk, interest rate risk, IPO risk, small-cap risk, and credit default swaps risk. Please read the appropriate Fund’s prospectus for a detailed explanation of all Fund risks.

Each Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. Please read the prospectus carefully before investing.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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  • First Trust Hedged Stratgies Fund – 19a-1 Notices
  • First Trust Multi-Strategy Fund – Rule 19a-1 Notices
  • First Trust Private Credit Fund – 19a-1 Notices
  • First Trust Real Assets Fund – 19a-1 Notices
  • FT Vest Hedged Equity Income Series – 19a-1 Notices
  • FT Vest HEIF Product Page
  • FT Vest Rising Dividend Achievers Total Return Fund – 19a-1 Notices
  • FT Vest Total Return Income Fund – 19a-1 Notices
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