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Conference

Real Estate, Direct Lending & Private Debt Forum - Part I

March 26, 2020
14:00 PM - 19:00 PM
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Since the Great Recession, Direct Lending has been the fastest growing segment of the alternative investment industry. Assets under management of Direct Lenders has grown 20% annually to $4.5 trillion dollars globally according to Preqin, a member of the FLAIA.

Institutional appetite continues to grow for the Direct Lending sector as average yields are currently more than 3% above traditional collateralized debt obligations (CDO) and collateralized loan obligations (CLO) being offered. The excess returns above CDO & CLO has driven capital flows in a favorable manner for Direct Lenders.

Our event focuses on the intersection of direct lending and real estate as the opportunities offered for successful investing are abundant. Real estate is a pillar of US & Global economy and the world has an abundance of opportunities for wealthy real estate investors and institutional allocators. The goal of this forum is to provide a digital platform where different stakeholders can learn from key decision makers, build relationships and get capital flowing into their respective projects.

Capital formation and easy access to funding sources is an important part of every growing economy. We want to enable this growth and capital formation by helping our members attract capital.

Businesses are constantly looking for access to capital and traditional banks have not been able to respond to this demand. Banks have been lending via direct lenders and see these platforms as an easier target to generate new loans. One of the main reasons that businesses and real estate investors have chosen direct lenders over banks is their ability to respond quickly and underwrite deals.

  • Investment Opportunities & Working Capital Solutions in Time of Crisis
    14:00 PM - 15:00 PM
    Panel
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    Join us for a panel on Investment Opportunities & Working Capital Solutions in Time of Crisis to learn from our expert panelists while they provide an overview of what they are seeing today as we are move through the early stages of the impact from COVID-19. 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 areas of Trade Finance, Distressed Asset Management, Merchant Cash Advance, Medical Receivable Litigation Finance will talk about how they are thinking about capturing the opportunities.

    • What is the maximum gain / loss that can be reasonably expected on your existing investments?
    • What are the chances of reaching either extreme?
    • How will interest rates affect the investment performance?
    • How will this economic downturn affect investment performance?
    • How will this current market environment impact your business and your investing opportunities?
    • How do you find distressed debt opportunities?
    • How do you extract value when banks or traditional lenders cannot?
    • What's your main risk in this economic turmoil?
    • How does/will the Coronavirus affect this strategy?
    • How much capital can be managed in this strategy?

    Speakers: Shalako Wiener, Elliot Goldberg, Rafael Serrano, Michael Griffin, and Enrique Musi

  • Ensuring Your Positive Online Reputation
    13:00 PM - 13:30 PM
    Keynote
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    Mr. Timmins is the Chief Revenue Officer of DiamondLinks. Matt applies growth and client services formulas acquired over 15 plus years of sales, marketing and executive leadership experience. He serves a dual purpose by attracting companies and individuals that DiamondLinks has an authentic passion for servicing, and then ensuring that we overwhelmingly delight the clients that trust us with their online visibility. Matt believes “the search results we achieve on behalf of our clients should speak to the value we deliver, and we speak loudly!” 

    • Trust in a business partner or advisor is often initially established, or broken, online in the form of a search.
    • Forbes notes that 42% of adults look someone up before doing business with them.
    • Being in control of establishing positive trust in search results is imperative.
    • Taking control of your online reputation is a step that any Investment Management firm can take today.
    • DiamondLinks' proactive reputation-building approach creates a wealth of positive online sentiment and minimize negative sentiment.
    • Forbes notes that 42% of adults look someone up before doing business with them.

    Speakers: Matt Timmins

  • How Insurance Coverage Relates to Corona Virus
    12:30 PM - 13:00 PM
    Keynote
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    Dave Lamb joined Sunstar Insurance in 2019 as their National Property Director. He has over 15 years working with property owners/managers across the United States. He personally insures over 60,000 apartment and condo units in addition to office, warehouse and retail. He has worked on and created multi-billion dollar property programs with both domestic and international carriers. For his work on creating these programs he was named of the top 40 people under 40 by Insurance Business America.

    • Introduction / background
    • Covid-19 negative
    • COVID-19 potential positive
    • State of the market/trends that are happening
    • Things you can do to save money / improve coverage / free things to further mitigate risks

    Speakers: Dave Lamb

  • Capturing Opportunities in Credit Lending: Private Debt and Direct Lending
    11:30 AM - 12:30 PM
    Panel
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    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?

    • How have the current market conditions impacted your business
    • What are the best lending opportunities in the current environment
    • How aircraft finance has performed in previous market dislocation events
    • How aircraft finance compares with other forms of fixed income investments
    • How companies are structuring deals/business going forward to manage risk
    • How will lenders collect when the customer has no money or job
    • How will deals be structured past the COVID - 19 pandemic
    • Thoughts on Government Stimulus

    Speakers: Matt Kiggins, Rob Jafek, and Antonio Zuniga

  • Investing in Real Estate
    10:30 AM - 11:30 AM
    Panel
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    Join us for a panel on Investing in Real Estate to learn from our expert panelists while they provide an overview of what they are seeing today as we are move through the early stages of the impact from COVID-19. Each of the panelists will have an opportunity to speak about their strategy, performance expectations and their teams while they discuss their observations surrounding todays 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 areas of Workforce Housing, Hotels, Office Buildings, Insurance & Distressed Real Estate Investing will talk about how they are thinking about capturing the opportunities.

    Speakers: Roberto Munoz, Ernest Johnson, Michael Mangione, Joseph W. DeMatteo Sr., and Matthew I. Kramer

  • Overview of Real Estate, Direct Lending & Private Debt
    10:00 AM - 10:30 AM
    Keynote
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    Preqin will provide an update on the alternative assets market, as well as insight to support investment in alternatives. This discussion will encompass private capital, hedge funds and venture capital, including funds, fund managers, investors and deal information, as well as market-wide benchmarks in direct lending, private debt and real estate for a look back and forward-looking analysis.

    • Introduction & Background to Preqin
    • Overview & Statistics on Real Estate, Direct Lending & Private Debt Market
    • Update on the Alternative Assets Market
    • A Pre & Post COVID-19 Look Into the Minds of Managers & Investors in Alts

    Speakers: Jesse Fahy