Fund Raising, Due Diligence & Operational Optimization in a Distressed Market
Fund Raising, Due Diligence & Operational Optimization in a Distressed Market As in any crisis there are good investment opportunities. The key to it is asking the right question and doing the necessary leg work to find it. Another key component is to be able to perform as efficiently as possible in a distressed market every dollar count and working with the best and being able to control cost is fundamental. Without any doubt cash becomes the most important advantage to be in the front line of these opportunities so the importance to have the best operational structures and mitigation techniques to raise the liquidity and be ready for those great opportunities.
- How to raise funds in difficult times.
- Underwriting the goods deals in times of Covid19.
- Cash being king how to optimize risk-return.
- Best investments opportunities and mitigation techniques.
Event Recording
Fund Raising, Due Diligence & Operational Optimization in a Distressed Market
Speakers
Shalako Wiener
- Title
- Client Sourcing and Finance, Legal and Risk Management @
- Company
- BankUnited
- Role
- Moderator
Shalako has extensive experience in C&I banking, Alternative Finance, Corresponding Banking, consumer product, legal, medical and fintech services industries in the US, Europe and Latin America. He is dedicated to leading teams, sourcing business from existing clients and new client acquisition. He has held senior leadership roles catering to corporate clients across industries and advising clients on various corporate and investment banking products in large firms (BankUnited, Sabadell, Mercantil). Expert in creating the best cost and time efficiencies structures through around companies cash conversion cycles. Solid knowledge of international business law, trade finance, corporate finance, credit risk, portfolio growth and management, budget and process optimization, and new market development.
Angela D. Cole
- Title
- Senior Advisor
- Role
- Panelist
Ms. Cole is a 25-year multifaceted financial executive with direct lending experience delivering comprehensive financial solutions for companies in the commercial and corporate capital market space. She has experience in raising capital, deal sourcing, origination, structuring and portfolio management for senior and subordinated debt and equity positions. More specifically, she has experience originating complex financing structures such as syndicated deals, asset-based loans, mezzanine/warrant and equity backed deals for clients throughout various stages of the growth cycle. Ms. Cole has originated and managed over $1.5B in loans. Ms. Cole was an Executive Director with JPMorgan Chase covering Southwest Louisiana and Southeast Texas for 15 years. Her depth of experience is established in originating and leading multi-bank syndicated deals for publicly traded and middle market size companies; companies originating initial public and bond offerings; and multinational clients with footprint throughout the energy global markets. Her proficiency also includes clients in healthcare, technology, manufacturing, transportation and food & beverage industries. Ms. Cole was a Principal with Stonefly Investments, an alternative investment firm focused in the energy sector specializing in contrarian investments cash flowing and profitable in low commodity environments. Responsible for leading a team in various capacities including, strategic investment, marketing, fundraising, investor relations, and compliance. Led the Stonefly team to a successful first fund capital raise focused in oil and gas investments during a time when environmental, social, and governance (ESG) factors dominated investment portfolios. Ms. Cole holds a B.S in Finance from the University of Florida.
Grant Cardone
- Title
- CEO @
- Company
- Cardone Real Estate
- Role
- Panelist
Grant Cardone, a thirty five year veteran to the real estate game. With $1.7 billion under management Cardone is has always been seen as a forward thinking business operator. He is often called on by Fortune 500 companies and real estate leaders for his practical business ideas and strategies. Cardone is a preferred borrower with Fannie Mae, Freddie Mac, Life Insurance Co’s and one of the fastest growing privately held real estate companies today. CEO Cardone Capital. - Owns 7722 units - 1.88B in AUM Author of 21 best selling business books Founder of 10X Movement
Bill Purcell
- Title
- COO @
- Company
- Off the Chain Capital
- Role
- Panelist
Bill Purcell is the Chief Operating Officer at Off the Chain Capital. Bill has over 11 years of experience as a global cross functional leader in private equity and Fortune 500 companies. He has successfully led projects involving technology adoption, strategy development and deployment, organizational design, acquisition integration, product development, and cost containment in these organizations. Bill earned his Bachelor and Master of Science degrees in Mechanical Engineering from Southern Illinois University and earned his MBA from Washington University.
About
BankUnited
BankUnited, N.A., a wholly-owned subsidiary of BankUnited, Inc., is one of the largest independent depository institutions headquartered in Florida, providing a broad range of consumer and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. BankUnited operates convenient banking centers throughout Florida and New York, along with 24-hour digital access. As of December 31, 2020, BankUnited N.A. has $35 billion in total assets.
Off the Chain Capital
Off the Chain Capital is an investment manager in the digital asset and blockchain space that uses a deep discount, Benjamin Graham, Warren Buffett value style. The company invests without leverage, is long only, and has low turnover. This conservative style can provide downside protection without sacrificing upside growth.
Cardone Real Estate
Cardone Capital owns 7722 apartments. Company has 1.88B AUM Purchases large properties in southeast - focuses on Multi-family and has crowdfunded $360M using social media.