Millennium Trust Co is a $30B+ Qualified Custodian specializing in providing custody solutions for fund managers, RIAs, institutions, investment platforms, and marketplace lenders, whether they are in need of institutional custody services for funds or alternative asset expertise for their investors. We are based on Oak Brook, IL, currently have over 400 employees and are privately owned by Boston-based Investment Company, Abry Partners.
Private Credit offers the potential for a strong alternative to traditional fixed income but it is important for investors to understand the different types of private credit–especially in uncertain times like now. In this panel, we will explore the various strategies and their opportunities and risks. We will focus on both the challenges and opportunities in this current pandemic environment.
Speakers: Matt Kiggins, Brett Hickey, Rob Jafek, Jordan Suppan, and Brian M. Prenoveau, CFA
We will be discussing current trends and market conditions in Hospitality, Multi-family, Retail and Office Real Estate with four, esteemed panelists. With us today are Joseph Dematteo – Founder & President of JDM Capital, Tony Barkan – CEO & Co Managing Principal of Allagash Partners, Mike Mangione – Director, Family Office & Advisor Relations for Group RMC USA, and Dr. Bharat Sangani – Chairman of Encore Enterprises.
Speakers: Matt Kiggins, Joseph W. DeMatteo Sr., Tony Barkan, Michael Mangione, and Bharat Sangani, MD
We are in the middle of one of the most challenging years the real estate market has witnessed in modern times. COVID-19 and civil unrest have ushered in significant uncertainty affecting real estate assets of all kinds. It is truly difficult to predict how asset prices will be evaluated and at what discount deals will begin to get done. There is a significant dispersion between buyer and seller expectations. The Federal bailout packages are replacing lost revenue and putting money directly into the system to delay price discovery. Our panel of experts will provide detailed insights on where and how they are navigating these unchartered waters and where they are placing their bets once for once the dust settles. They will also discuss how to play the court system to find opportunities.
Speakers: Jeremy Christensen, Ernest Johnson, Nate Kline, Sheryl Morehead, and Alberto Siblesz
Co-Investing vs Direct Investing is possibly the hottest topic today for both Investors and General Partners to consider. The panel will discuss strategies Investors and General partners should consider while considering a Co-Investment or DIrect investment opportunity. This diverse panel of experts will provide different points of view to consider while arranging an alternative investment offering. If you are an investor being approached by an operating business to be a lead investor or you are an investor tagging along a lead investor, what issues should you consider? Points of view vary depending on the role that you are playing in either transaction. No matter if you are an operating partner or a financial sponsor, this panel will look at everything from costs, legal and business considerations that are being proposed to you. Our experts will discuss and answer Q&A, and share their expert insights into structuring, legal issues, compliance and custody rules while contemplating a Co-Investment vs. Direct Investment opportunity.
Speakers: Tom Kurinsky, Evan Wein, Sara Borazan, and Yuting Ren
Join us for a panel 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?
Speakers: Matt Kiggins, Rob Jafek, and Mark Fitzpatrick
Join us for a panel on Capturing Opportunities in Credit Lending: Private Debt and Direct Lending. Our expert panel will examine the Global Economic Outlook and Its Impact for Private Debt and Direct Lending as factors cause economic uncertainty and elevated risk for lenders and borrowers. How will managers manage this uncertainty, work with borrowers and continue to deploy capital in their respective niche? How does this asset class compare with other forms of fixed income investments?
Speakers: Matt Kiggins, Rob Jafek, and Antonio Zuniga