Investment Opportunities & Working Capital Solutions to Turn Around the Economy in Time of COVID-19

Hosted by BankUnited
April 22, 2020
12:00 PM - 1:00 PM ET
Panel

Join us for a panel on Investment Opportunities & Working Capital Solutions to Turn Around the Economy in Time of COVID-19. The Pandemic is a crisis like no other affecting two fronts: the medical and the economy. The importance to keep the economy running during the crisis is critical for those essential services, food distribution, delivery and public utilities, then will come the recovery. Liquidity is the key of the game and where the alternative financial sector should focus. The success of the pace of recovery will depend crucially on policies undertaken during the crisis. If policies ensure that workers do not lose their jobs, renters and homeowners are not evicted, companies avoid bankruptcy, and business and trade networks are preserved, the recovery will occur sooner and more smoothly. All working capital solutions that free liquidity into the market will be part of a quick recovery. Each of the panelists will have an opportunity to speak about their strategy, performance expectations and their teams while they discuss their observations surrounding today's current events. Each panelist will provide investors and asset class managers with insight into their thought processes around risk mitigation and potential opportunity coming out of the current environment. As the dust begins to settle in their respective niches, our experts that have a long track record in the following area of Supply Chain Finance will talk about how they are thinking about capturing the opportunities.

  • Working Capital solutions available
  • How To Turn Assets Into Liquidity
  • Quick Risk Return Opportunities

Event Recording

Investment Opportunities in Working Capital Solutions to Turn Around the Economy in Time of Covid-19

01:00:01

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.

  • Hector De La Garza

    Title
    Chief Executive Officer
    @
    Company
    eFactor Network
    Role
    Panelist

    Prior to founding eFactor Network along with his partners in 2009, Héctor De La Garza had key roles in Supply Chain Finance and Business Development in several financial institutions such as Grupo Financiero Banorte, Bancomext, Nacional Financiera (NAFIN), and Banca Afirme. Héctor De La Garza Ramos graduated from Instituto Tecnológico y de Estudios Superiores de Monterrey, Mexico (ITESM) in 1993. He post graduated on Bank Efficiency and holds an MBA from University of Oviedo, Spain.

  • Dipak Jogia

    Title
    Managing Partner and Co-Founder
    @
    Company
    Highmore Capital
    Role
    Panelist

    Prior to Highmore, Dipak was the Head of Alternative Investments Research at Oppenheimer & Co. While at Oppenheimer Dipak was responsible for the direction and management of Oppenheimer’s investment research and sourcing of alternative investments where he restructured and re-built their entire research process into a proprietary and repeatable framework.

    Prior to joining Oppenheimer Asset Management in 2012, Dipak was a Partner at FrontPoint Partners, a multi-strategy hedge fund partnership based in Greenwich, Connecticut. At FrontPoint, Dipak was a member of the FrontPoint Multi-Strategy Fund Portfolio Team, the FrontPoint Volatility Investments Strategy and the Manager Selection Group. As a member of the FrontPoint Multi-Strategy Fund Portfolio Team, he was responsible for the development, management, and execution of the investment process, which included leading the investment committee, the capital and risk allocation process, as well as investment team monitoring and development. As an investment team member of the FrontPoint Volatility Investments Strategy, he worked with the investment team to source, analyze, structure, and portfolio manage macro investments with a long volatility profile. As a member of the Manager Selection Group he was focused on the origination and due-diligence of new investment teams and strategies, as well as structuring and negotiating partnership terms.

    Prior to joining FrontPoint in 2005, Dipak worked at Abbey National in London where he was responsible for sourcing and evaluating absolute return managers as well as monitoring portfolio investments. He started his career at Key Asset Management, a European fund of hedge funds, where he was responsible for business development and investment team sourcing. Dipak received a BA in History, a postgraduate Diploma in Economics and an MSc in Economic History from the London School of Economics and Political Science.

  • P.J. Bain

    Title
    Chief Executive Officer
    @
    Company
    PrimeRevenue
    Role
    Panelist

    PJ has an impressive and accomplished track record as an enterprise software entrepreneur and executive. PJ has built a solid record of success with PrimeRevenue since being appointed Chief Executive Officer in July of 2009. The company has received numerous awards for growth, customer service, innovation, along with being recognized as a top employer. PJ is a life-long software and technology entrepreneur having been involved in numerous firms in the roles of founder, executive, advisor and investor. Immediately prior to PrimeRevenue, PJ was the VP and General Manager of Exact Holding N.V. (NYSE/AMS: EXACT), a leading global provider of business software solutions. He was previously Founder and CEO of Inspired Solutions, an Atlanta-based, B2B software and services firm that grew to be the largest reseller of Exact Software in North America, later acquired by Exact. PJ holds a Bachelor of Industrial Engineering from Georgia Institute of Technology.

  • Hernan Mayol

    Title
    Managing Director
    @
    Company
    EIA Global
    Role
    Panelist

    Mr. Mayol has nearly 25 years of experience working at U.S.-based financial institutions actively engaged in international trade finance and structured trade finance in the Americas and across the globe. He developed expertise in supply chain, import, export and pre-export financing as well as other sophisticated financing structures, often utilizing credit insurance and other risk mitigants, during his tenures at Bank of America Merrill Lynch and Wells Fargo Bank (and certain of its predecessors), as well as TD Bank, Bladex and Regions Bank. Mr. Mayol holds Bachelor’s and Master’s degrees in business administration from the University of Miami. He has served in various leadership positions in the Florida International Bankers Association (FIBA) and the Association of Trade and Forfaiting in the Americas (ATFA).  Mr. Mayol established Apprentice Worldwide and currently volunteers with Planet of Finance and the South Florida region of Alpha Kappa Psi, the largest business professional fraternity in the United States.

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.

Highmore Capital

Headquartered in New York, with offices in London and Los Angeles, Highmore is a diversified global alternative asset management firm. Highmore was founded by a world class team with a long-shared history at firms such as Man Group, FrontPoint Partners, Bank of America Merrill Lynch, Citigroup, and Oppenheimer & Co., where the team built investment businesses, developed differentiated alternative investment strategies, managed funds, and oversaw assets in excess of USD $25 billion. 

eFactor Network

E Factor Network, Its a FINTECH company that provides a MARKET PLACE through WEB SaaS that connects Corporate Enterprises, with their Suppliers, and Clients with financial institutions for short term Working Capital financing electronically.

PrimeRevenue

PrimeRevenue is the leader in Supply Chain Finance (SCF) Solutions, delivering world-class service and award winning technology with an unparalleled commitment to quality. By bringing together Global 2000 buying organizations AND thousands of their most valued supplier organizations, with dozens of funding sources, we dramatically improve working capital objectives, strengthen the supply chain and reduce overall material costs. The PrimeRevenue online SCF Platform processes over a million transactions per month, representing billions of dollars in multiple languages and currencies around the globe. PrimeRevenue’s customers are supported by professionals located around the globe and in offices in Atlanta, London, Hong Kong, Melbourne, Paris and Prague.

EIA Global

Specialists in Credit & Political Risk InsuranceEstablished in 1979, EIA Global is comprised of a staff with extensive knowledge and expertise in the Credit and Political Risk Insurance industry. Our unrivaled team of accomplished and skilled individuals have experience as brokers, bankers, underwriters and corporate attorneys. Our producers are complemented by a top notch administrative staff. EIA Global’s proven expertise has allowed us to develop, earn and sustain the credibility and respect of our clients and the insurance companies.