Keith Long

Chief Executive Officer at

Otter Creek Management, Inc.

78 year

Finance

Consumer Services

Profile

Mr. Roger K.
Long is a Principal & Portfolio Manager at Otter Creek Advisors LLC and a President & Chief Investment Officer at Otter Creek Management, Inc. He founded Otter Creek Management in 1991 and Co-founded Otter Creek Advisors in 2014.
From 1973 to 1979, Mr. Long was employed as a portfolio manager at Lionel D.
Edie & Co., Chicago, Illinois.
In 1979, Mr. Long joined Delphi Capital Management in Chicago, where he served as a portfolio manager and investment analyst.
He joined Kidder Peabody & Co.’s Chicago office in 1981 as a fixed income analyst specializing in arbitrage trading.
In 1983, he joined Morgan Stanley & Co. in New York, as a fixed income analyst and arbitrage trader.
He was promoted to Vice President in 1985 and Principal in 1987.
In 1991, he left Morgan Stanley to start Otter Creek Management.
He served in the U.S.
Army from 1970 to 1971 as an artillery officer and was honourably discharged with the rank of First Lieutenant.
Mr. Long received a B.S.
degree and an M.B.A. degree, both in Finance, from Indiana University.

Keith Long active positions

Companies	Position	Start
Otter Creek Management, Inc. Otter Creek Management, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/01/1991
Otter Creek Advisors LLC Otter Creek Advisors LLC Investment ManagersFinance Otter Creek aims to generate attractive risk-adjusted returns while protecting capital in volatile markets. Their investment process attempts to create an original, yet opportunistic portfolio, employing a deep-dive fundamental approach to security analysis with a strong focus on risk management. The firm believes superior absolute returns are driven by a sound long-term macro-economic thesis coupled with an intensive bottom-up security analysis to construct a portfolio of the firm’s best ideas.	Founder	01/01/2014

All active positions of Keith Long

Former positions of Keith Long

Companies	Position	End
CNO FINANCIAL GROUP, INC.	Director/Board Member	06/05/2015
Financial Institutions Insurance Group Ltd. Financial Institutions Insurance Group Ltd. Multi-Line InsuranceFinance Provides property & casualty insurance services	Chairman	-
Financial Industries Corp. Financial Industries Corp. Life/Health InsuranceFinance Provides life insurance and annuity products	Chairman	-

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Linked companies

Private companies	6
CNO Financial Group, Inc. CNO Financial Group, Inc. Multi-Line InsuranceFinance Operates as a holding company which provides health and life insurance services	Finance
Financial Industries Corp. Financial Industries Corp. Life/Health InsuranceFinance Provides life insurance and annuity products	Finance
Financial Institutions Insurance Group Ltd. Financial Institutions Insurance Group Ltd. Multi-Line InsuranceFinance Provides property & casualty insurance services	Finance
Otter Creek Management, Inc. Otter Creek Management, Inc. Investment ManagersFinance Provides investment advice	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Otter Creek Advisors LLC Otter Creek Advisors LLC Investment ManagersFinance Otter Creek aims to generate attractive risk-adjusted returns while protecting capital in volatile markets. Their investment process attempts to create an original, yet opportunistic portfolio, employing a deep-dive fundamental approach to security analysis with a strong focus on risk management. The firm believes superior absolute returns are driven by a sound long-term macro-economic thesis coupled with an intensive bottom-up security analysis to construct a portfolio of the firm’s best ideas.	Finance

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