Investing Capital in the Time of COVID-19
The world economy has taken a massive hit because of the COVID-19 pandemic sweeping the globe. The human and economic toll is too big to measure right now. Even conservative asset classes like real estate have not been immune from this disruption. The unprecedented nature of the crisis has left a dark shadow over the asset class while leaving owners, tenants and lenders focused on collaborating or facing unnecessary longer term damage. Our Panelist will provide insights to explore how markets have reacted so far to the crisis and what we will see moving forward in Real Estate, Direct Lending & Private Debt.
Event Recording
Investing Capital in the Time of COVID 19
Speakers
Joseph Abramson
- Title
- Chief Investment Officer @
- Company
- Northvest Capital
- Role
- Moderator
I am the Chief Investment Officer of Northvest Capital, one of Canada’s leading private equity firms. I have 25+ years experience combining top-down, quantitative and thematic macro analysis with bottom-up, catalyst-driven fundamental industry research. Consistently outperformed benchmarks while managing $30M at TD Trust, as a Research Analyst at a New York long/short hedge fund and in model portfolios at BCA Research. Referred to in prominent business publications such as the Financial Times and Barron’s.
Peter Foran
- Title
- Executive Vice President @
- Company
- Pine Tree
- Role
- Panelist
Mr. Foran is Executive Vice President of Portfolio Management for Pine Tree Commercial (“Pine Tree”) and a member of the company’s Executive Management Team. Pine Tree is a vertically integrated retail real estate operating partner and GP with properties nationwide including management of IRC Retail Centers, a private REIT which at it’s peak operated 140 assets and more than 18 million square feet of gross leasable area. His primary responsibilities include managing the strategic and tactical oversight of the investment side of the business and communication with investors.
Prior to IRC, Mr. Foran was Senior VP or Portfolio Management and Transactions at IRC Retail Centers which merged operating platforms with Pine Tree. Prior to that, Mt Foran was at L&B Realty Advisors, an investment management firm overseeing and asset managing retail shopping centers nationwide on behalf of large institutional clients and pension funds. Mr. Foran has also worked as an investment sales broker and co-founded a small technology company.
Mr. Foran holds an MBA from the University of Chicago Booth School of Business and is an active member in ICSC and other local real estate groups. In his spare time he enjoys spending time with his family, golf, and trying to gather new experiences.
Joshua Koplewicz
- Title
- Managing Partner @
- Company
- Thayer Street Partners
- Role
- Panelist
Josh Koplewicz is the founder of Thayer Street Partners, a boutique private investment firm based in New York City. Thayer Street provides flexible, private growth capital solutions to middle market business and financial services companies that are often technology-enabled and or leverage the internet, data analytics or software to scale their businesses. Prior to Thayer Street, Josh was an investor at Goldman Sachs & Co’s Special Situation Group where he invested across the capital structure in financial services and business services assets and companies.
Robert Lorenzo
- Title
- Senior Managing Director @
- Company
- Eden Roc Capital
- Role
- Panelist
Robert B. Lorenzo Robert B. Lorenzo has over 20 years of Private Equity and Investment Banking experience. Before joining Eden Roc Capital, Mr. Lorenzo ran global private equity advisory groups at UBS and Salomon Brothers representing clients on M&A and Corporate Finance transactions in the public and private sectors. His deal making experience spans a variety of industries and continents, with transaction sizes ranging from $25 million to $15 billion+. Prior to this, Mr. Lorenzo held senior positions at Goldman Sachs, Lehman Brothers and Chase Manhattan Bank - both in New York and Europe. With expertise in closely advising Corporations, Institutions, Private Equity (Financial Sponsors) and Hedge Funds Mr. Lorenzo’s experience spans a wide variety of industries including Banking, Financial Institutions, Real Estate, Hospitality, Media & Telecom, Metals & Mining and General Industrials. Leveraging his years of industry expertise, Mr. Lorenzo has extensive personal and professional contacts in Private Equity, Investment Banking and Government. Mr. Lorenzo’s significant and deep experience and expertise in real estate and property investments and date back to 2005 with the acquisition of Hilton International (U.K.) by Hilton Hotels Corp. At Eden Roc Capital, he has been involved in numerous types of real estate related transactions in the US and Europe. Many of the real estate deals were in conjunction with company consolidations, asset monetization and synergistic investment opportunities arising out of global business conditions and opportunities. Prior to business school, Mr. Lorenzo was a portfolio manager structuring Savings & Loan investments at the Private Equity firm of William E. Simon & Sons. He worked very closely with numerous government and quasi-government agencies, including the Resolution Trust Corporation (RTC). He began his career as a Manager in the public accounting firm of Arthur Young & Company. Mr. Lorenzo graduated Summa Cum Laude with a Bachelor’s Degree in Accounting from Fairleigh Dickinson University‘s Samuel Silberman School of Business, and earned his MBA in Finance & International Business from New York University’s Leonard N. Stern School of Business.
Luiz Pacheco
- Title
- Portfolio Manager @
- Company
- Brainvest
- Role
- Panelist
10+ years of investment experience. Graduated in Civil Engineering from Universidade Federal do Paraná and has an MBA from Wayne State University. He is a CFA and CAIA charter holder and a CFP® professional.
About
Northvest Capital
Northvest Capital is a private investment fund that specializes in mid-market PE deals, series A venture capital investment and opportunistic investment in distressed deals. Our objective is to identify platforms – management teams, businesses, and sectors – where we can invest to build leading enterprises. We gravitate toward growing companies that have demonstrated market traction and require a partner to help them achieve clear industry leadership.
Brainvest
Brainvest is an independent multi-family office with locations in Switzerland, Brazil and the US.
Pine Tree
Pine Tree understands the new retail paradigm. Uniquely positioned for the future, Pine Tree has evolved across its 25-year track record to build one of the industry’s most experienced retail real estate companies with a national, vertically-integrated, and risk-agnostic platform. A leader in the development, acquisition, leasing and management of retail properties throughout the United States, and with retail partners ranging from superstores to specialty shops and local chains, Pine Tree currently has $3 billion in assets under management.
Thayer Street Partners
Thayer Street is a private investment firm that provides flexible growth capital to companies in the lower middle market. Thayer Street offers corporate growth equity, structured finance, and alternative private investments to financial and business services companies that are primarily technology-enabled with highly recurring revenues that tend to be less correlated with the broader economy and capital markets (including real estate services, esoteric specialty finance, and insurance).
Eden Roc Capital
Eden Roc Capital, Inc. is an international private equity firm formed in 2009 with the purpose of making equity investments in both US and non- US markets using the Firm’s capital. Eden Roc Capital’s principal management team has significant transactional experience in a variety of industries including technology, real estate, financial services, industrials and distressed