Capturing Opportunities in Credit Lending: Private Debt and Direct Lending

Hosted by Millennium Trust
March 26, 2020
11:30 AM - 12:30 PM ET
Panel

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

Event Recording

Capturing Opportunities in Credit Lending: Private Debt and Direct Lending

00:55:23

Speakers

  • Matt Kiggins

    Title
    Senior Vice President, Regional Director
    @
    Company
    Millennium Trust
    Role
    Moderator

    Matt Kiggins is SVP and Regional Director with Millennium Trust Company, a $30B Qualified Custodian servicing the Alternative Investments space. He is responsible for driving growth within the Institutional Custody channel with a focus on providing Fund Custody, Safekeeping, Verification services to Registered Investment Advisors (RIAs), Fund Managers, and Institutions. Prior to his role at Millennium Trust Co he spent 10 years at Fidelity Investments in Boston and has close to 25 years of experience in the financial services space. He is a 1996 graduate of Fitchburg State University where he earned a Bachelor of Science degree in Economics and has previously held FINRA Series 7 & 63 licenses.

  • Rob Jafek

    Title
    Founder
    @
    Company
    Boomerang Capital
    Role
    Panelist

    Rob has been involved in all phases of Boomerang’s development since its inception and oversees its operations. He previously held various principal investing roles including Head of International Trading for Nicholas Applegate Capital Management and Analyst at Tiger Management. He has founded and managed two alternative investment firms: Plumeria Advisors and Torrey Pines Capital Management. He started his career as an investment banking Analyst at Morgan Stanley. He received a BA in Finance from The University of Utah and a Masters in Innovation and Entrepreneurship from HEC Paris. He is a contributing member to Forbes.com and a member of the Forbes Real Estate Council and teaches business as an Adjunct Professor at the UC Berkeley School of Law.

  • Antonio Zuniga

    Title
    Managing Director
    @
    Company
    Oak Shore Capital
    Role
    Panelist

    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).

About

Boomerang Capital

Boomerang Finance, LLC (the “Fund”) has an investment objective of providing income with limited variability in returns. This is accomplished by providing short-term, business-purpose loans secured by real estate in a first lien position with the additional protections of a personal guarantee from borrowers and cross collateralization. All loans are self-originated, and risk managed through careful underwriting, thoughtful portfolio construction and consistent servicing. The majority of borrowers are return clients. Exposure is broad-based, and the Fund is structured as a REIT.

Millennium Trust

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.

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.