Nathan Headrick

Nathan Headrick, based in Baltimore, United States, has established himself as a distinguished professional in the investment and financial services sectors. His career reflects a strong foundation in education and a series of pivotal roles in prominent organizations.

Early Education and Academic Achievements

Nathan began his academic journey at the University of North Carolina at Chapel Hill, earning a Bachelor of Arts degree in Political Science from January 1992 to January 1996. He then attended Harvard University, where he completed a Master's in Theology and Ethics between January 1996 and January 1998. Following this, he pursued a Juris Doctor degree in Law at Georgetown University Law Center, graduating in 2004.

Professional Career

Nathan's professional journey started at Foley & Lardner LLP, where he served as a Securities Attorney from January 2004 to January 2007. In this role, he provided legal counsel focusing on corporate, private equity, technology, and software groups, handling Regulation D offerings ranging from $5M to $35M.

He then joined CNL Financial Group as General Counsel and Chief Compliance Officer, serving from January 2007 to January 2013. During his tenure, he led compliance, operations, due diligence, and legal departments. Notably, CNL raised over $6 billion while he was at the helm.

Key Roles and Achievements

• In January 2011, Nathan took on the role of Chief Legal Officer and General Counsel at KKR & Co. Inc. (NYSE: CCT), where he managed legal affairs and compliance for Corporate Capital Trust. He played a crucial part in overseeing the organization from its inception to managing $1.3 billion in assets.
• Nathan founded DDWizard, a financial software company, in January 2011. The company developed cloud-based software for underwriting, due diligence, and compliance analysis, which was later sold to VEREIT (NYSE: VER) in October 2014.
• Since January 2014, Nathan has been a member of the Board of Directors at Apollo Global Management, Inc., contributing as a founding board member of Apollo's Diversified Real Estate Fund (NASDAQ: GIREX), which has raised over $7 billion in investor capital.
• Additionally, he served as an Independent Director for Griffin Capital Institutional Access© Credit Fund (CRDTX), managed by Bain Capital, from January 2016 to January 2022.
• Nathan's involvement with FINRA as a Second Term Federally Appointed Member from January 2015 to January 2021, and his position on the Harvard University Real Estate Board since June 2020, highlight his ongoing influence in the field.

Accomplishments and Recognition

Among his key achievements, Nathan played a critical role in structuring over 100 public and private funds, representing more than $17 billion in securities. He was inducted into the United States Supreme Court Bar in 2008 and received the Orlando Business Journal 40 Under 40 Award the same year. He also served as Chairman of the Institute for Portfolio Alternatives (IPA) in 2018 and founded IPAPAC, the primary lobbying entity for the alternative investment industry. In 2020, he was selected as a member of the Forbes Real Estate Council.

Personal Life

In his personal life, Nathan and his wife Kerry have five children, three cats, and two dogs. They are known to be rather caffeine-dependent.

Nathan Headrick's extensive career showcases his deep expertise in investments, legal counsel, and financial services regulation, making him a respected and influential figure in the finance industry.