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Event

Direct Lending & Private Debt Going Forward: An Investor Roadmap

Hosted by Millennium Trust
December 17, 2020
11:00 AM - 12:00 PM
Panel
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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.

  • Navigating the business cycle in 2021
  • New opportunities in 2021
  • Why Private Credit and Debt are attractive asset classes in moving forward
  • How Private and Private Debt will compare to other fixed income strategies
  • How deals are being structured to manage risk

Recording

Direct Lending and Private Debt Going Forward An Investor Roadmap

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Speakers

Matt Kiggins
Senior Vice President, Regional Director @ Millennium Trust
Brett Hickey
Chief Executive Officer @ Star Mountain Capital
Rob Jafek
Founder @ Boomerang Capital
Jordan Suppan
Managing Director @ Leste
Brian M. Prenoveau, CFA
Director, Investor Relations and SEC Compliance @ Safe Harbor Equiity

About

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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.


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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.

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Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle-market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions. Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.

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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.

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Leste is an investment platform founded in 2014 by senior executives with robust experience in financial markets, corporations, real estate companies and law firms.Leste has offices in Miami, London, Rio de Janeiro and São Paulo.