Amit Joshi

Enigma
DISC Type : idc

Chief Financial Officer Bain Capital Private Credit at Bain Capital

New York, New York, United States

Overview

Amit Joshi is the Chief Financial Officer for Bain Capitals Private Credit division, where he oversees financial strategy, investor relations, and fund financing. His career includes a decade at Apollo Global Management in senior roles, including Managing Director and CFO. He holds CPA, Chartered Financial Analyst, and Chartered Accountant certifications, and a Bachelor of Commerce from St. Xaviers College.

Outside of his financial career, Amit is a proponent of education for children. He actively supports non-profit organizations whose mission is to ensure every child is in school and learning well, reflecting his belief in the pivotal role of education.

He was a featured speaker at the DFIN Activate Executive Summit, where he discussed the democratization of alternative investments.

Personality Overview

Challenger

Friendly Yet Blunt

Fast Follower

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Private Credit
Serves as the CFO for Bain Capital's Private Credit funds and previously held multiple senior finance roles in private credit and BDCs at Apollo Global Management.
Alternative Investments
Spoke at a DFIN executive summit about the democratization of alternative investments, making them more accessible to a broader range of investors.
Children's Education
Supports non-profits like Pratham USA, which focuses on providing quality education to underprivileged children, highlighting a commitment to educational causes.

Media Appearances

Bain Capital Specialty Finance, Inc. Appoints Amit Joshi as Chief Financial Officer. Featured in MarketScreener

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EX-99.1 – Appointment of Amit Joshi as CFO, Bain Capital Specialty Finance, Inc.. Featured in SEC.gov

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Work History

9-2023
Chief Financial Officer Bain Capital Private Credit at Bain Capital
11-2020 - 9-2023
Chief Financial Officer at Apollo Debt Solutions BDC
1-2017 - 9-2023
Managing Director at Apollo Global Management Inc.
9-2013 - 9-2023
Chief Accounting Officer/ Managing Director at Apollo Investment Corporation
9-2013 - 9-2023
Chief Accounting Officer at Merx Aviation Finance

Education

2005 - 2009
CPA from CPA,CA, CS
2000 - 2003
Bachelor of Commerce (B.Com.) from St. Xavier's College

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York, New York, United States Job Level : Leadership Designation : Chief Financial Officer Bain Capital Private Credit at Bain Capital
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Insights For Selling To Amit

During A Call Or A Meeting

DO's

  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amit is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Amit

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Amit move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Amit take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Amit

Personality Compatibility


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