Preparing for Opportunities During COVID-19 in Private Debt and Credit
Join us for a panel discussion on Preparing for Opportunities During COVID-19 in Private Debt and Credit, as we identify and discuss today's pressure points in private debt and credit due to the COVID-19 Pandemic that will lead to the opportunities of 2020 and beyond. Our expert panel will reflect on past crises and discuss how they are adjusting to today's new realities and preparing for tomorrow's opportunities. How are managers handling the increased uncertainty and risk? And where are the related opportunities?
- Update on how the ongoing pandemic is impacting the lending environment
- Differences and similarities between COVID-19 and previous financial crises
- What specific steps are being taken today to prepare for opportunities directly caused by the financial chaos from the pandemic.
Event Recording
“Private Debt - Preparing for Opportunities During Covid-19 in Private Debt and Credit”
Speakers
Antonio Zuniga
- Title
- Managing Director @
- Company
- Oak Shore Capital
- Role
- Moderator
Mr. Zuniga has over 20 years of entrepreneurial and investment experience in Real Estate and Banking. He has Graduate degrees from Cornell University and the Jones School of Management at Rice University with concentrations in Finance and Behavioral Economics. Prior to Oak Shore, Mr. Zuniga underwrote, lent and disposed a portfolio of real estate bridge loans (’04-’08); founding investor, board member, chair of Risk Management and later Chairman of the Board at Oasis Bank SSB, which later merged with SoTB (‘06-’11); SoTB subsequently filed for IPO (’18); co-founder successfully acquired, managed and sold multi-family real estate in 10 markets with transactions totaling over $50MM (’08-’15).
Rafael Serrano
- Title
- Managing Director @
- Company
- Safe Harbor Equiity
- Role
- Panelist
Rafael Serrano is the managing director of Safe Harbor Equity He has managed hundreds of transactions involving a variety of performing and non performing commercial and residential mortgage loans, defaulted debt instruments, and distressed real estate assets. From 2001 to 2005 Mr Serrano served as a business management and strategic consultant to British Aerospace Systems (BAE Systems, Inc with responsibilities throughout South America. Prior, he served as a Corporate National Accounts Manager with WorldCom, Inc. From 1992 to 1999 he was the founder and CEO of MTU a provider of commercial vehicle fleet servicing and maintenance. Throughout his professional career, Mr Serrano has been an active participant in the acquisition, development and reposition of residential and commercial real estate properties He attended Florida International University.
Michael Griffin
- Title
- Founder and Chief Executive Officer @
- Company
- HedgeAct
- Role
- Panelist
Michael E. Griffin has held executive level positions in the alternative investment management industry for the past 30 years. As the founder and CEO of HedgeACT, he is actively involved in the sourcing, research and due diligence of niche alternative strategies for the firm's wealth management clients. As an executive director for a British merchant bank hedge fund subsidiary, Michael was responsible for investor relations, operations, credit, finance and sourcing over $750 million in investor capital deployed in a fixed income arbitrage strategy. Leveraging his knowledge and experience, Michael subsequently founded a hedge fund administration firm which administered $35 billion in assets across more than 300 hedge and private equity fund clients.Michael's experience and deep understanding of alternative fund strategies, structures and operations give him a unique perspective in building unique alpha generating products.
Matt Gilbert
- Title
- Managing Director @
- Company
- Reef Investment Management
- Role
- Panelist
Mr. Gilbert has managed the capital efforts for Reef Investment Management since 2014. Mr. Gilbert started his career in advertising in the 1990s, eventually leading the expansion of two global ad agencies’ interactive media divisions – DMB&B (now Publicis) in North America and Young & Rubicam in Asia/Pacific. Mr. Gilbert was asked to lead the acquisition strategy for Qixel Capital Group in Asia / Pacific, a role that led to similar positions in structured finance, mergers and acquisitions, wealth management, and private banking at Castle Hill Holdings, UBS and Bank of America. He previously managed his own advisory firm focusing on individual clients in Wellington, Florida. Mr. Gilbert obtained a B.A. in International Relations from Boston University in 1993.
Dan Lee
- Title
- Partner @
- Company
- Comvest Partners
- Role
- Panelist
Dan is a Partner and serves as a member of the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments. Prior to joining Comvest, Dan was a Senior Director with Dymas Capital Management, where he served on the Investment Committee and was instrumental in the formation and growth of the firm from its start-up phase to an established middle-market finance company. He has served as a Managing Director at Square 1 Bank and Kugman Partners, and as an investment banker at Salomon Smith Barney. Prior to getting his MBA, Dan began his career with Arthur Andersen and Heller Financial’s Corporate Finance Group. Dan received an M.B.A. from the University of Michigan and a B.A. from the University of Notre Dame.
About
Safe Harbor Equiity
Safe Harbor Equity is an opportunistic private equity firm that strategically acquires, originates, manages and repositions performing and nonperforming asset-backed real estate mortgages up to $20 million.
With a proven track record of success navigating the complexities of the distressed debt space, Safe Harbor Equity seeks to preserve investor capital while targeting IRR’s of 20% or higher by leveraging highly sophisticated, bleeding-edge analytical techniques, coupled with decades of collective experience, to provide its investors superior returns that are uncorrelated with market volatility.
Leveraging its extensive contacts in the secondary markets for residential and commercial real estate loans; the investment banking and private equity communities, and the commercial and residential real estate sectors in general, Safe Harbor Equity leverages its extensive network to source deals and seize upon unique opportunities wherever they may arise.
Oak Shore Capital
Oak Shore Capital is an investment management firm seeking absolute return strategies. Oak Shore acquires monthly portfolios of fresh charged-off consumer debt directly from originating lenders; and uses owner-run third-party collections agencies and a systematic approach to capture front loaded streams of cash flow.
Reef Investment Management
Reef Capital Partners and its subsidiaries (the "Company") specializes in private credit and private equity transactions primarily in Real Estate and real estate-related assets. Our capabilities in debt and equity markets allow us to find attractive Investment opportunities throughout the capital structure of a transaction. We take disciplined, asset-based investment approach focusing on capital preservation and downside protection via strong collateral and control positions in commercial and residential properties as well as asset-heavy operating companies primarily located in the United States
HedgeAct
HedgeACT is an investment platform that provides institutions, family offices, wealth advisors and suitably qualified investors access to its proprietary suite of curated specialty alternative investment strategies.HedgeACT's mission is to identify, research and provide due diligence on niche alternative investment strategies. We identify and source unique risk-adjusted return strategies that historically have provided true alpha and are not correlated to the broader asset classes.
Comvest Partners
Comvest Partners is a private investment firm providing equity and debt capital to middle-market companies across North America. Since its founding in 2000, Comvest has invested $4.9 billion. Today, Comvest’s funds have over $3.7 billion of assets under management. Through our extensive capital resources and broad network of industry relationships, we offer our companies financial sponsorship, critical strategic and operational support, and business development assistance.