How Are Private Lenders Benefitting From Challenging Times And Other Dislocated Private Market Opportunities
Join us for a panel as we discuss how private lenders are benefitting from these current challenging economic times and explore other dislocated private market opportunities 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 has debt capital available to private businesses been impacted by the current economic environment? Is this different based on size of market the company is in?
- What types of loans are banks most easily able to make in the current environment?
- What kind of niche opportunities represent the most attractive opportunities for non-bank lenders?
- How are debt terms changing to reflect the current economic environment?
- Will this time be different for private debt lenders than the success they enjoyed investing during prior recessions?
Event Recording
How Private Lenders Benefit From Challenging Times & Other Dislocated Private Mkt Opportunities
Speakers
Brett Hickey
- Title
- Chief Executive Officer @
- Company
- Star Mountain Capital
- Role
- Moderator
Brett Hickey has over 20 years of private investing and investment banking experience with over 15 years spent directly in the U.S. lower middle-market. He has completed over 125 private equity, private credit and secondary fund investments.
Mr. Hickey is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain has been recognized as one of the Best Places to Work by Crain’s and Pensions & Investments in both 2020 and 2019.
Previously worked as an Investment Banker at Citigroup Global Markets in New York City (formerly known as Salomon Smith Barney) where he completed over $24 billion in transactions for financial institutions.
Graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree in Finance and Accounting. He is an alumnus of Harvard Business School’s Owner, President / Manager executive training and management program.
Board positions include Harvard Alumni Entrepreneurs, Help for Children and the YMCA of Greenwich. He is also the Founder & Chairman of the Star Mountain Charitable Foundation, a 501(c)(3) focused on job creation (including for veterans, women and athletes), economic development and health & wellness. Mr. Hickey is a member of YPO and is a former Canadian national gold medalist and North American medalist in speed skating.
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.
Tod Trabocco
- Title
- Director Of Strategy And Research @
- Company
- ITE Management
- Role
- Panelist
Mr. Trabocco has over 25 years of investing and finance experience coming to ITE Management from Cambridge Associates as Managing Director overseeing private credit, performing due diligence across structured equity, credit, and distressed markets. Mr. Trabocco was also a Managing Director with Kayne Anderson Capital Advisors' middle market mezzanine strategy and Managing Director at LBC Credit Partners, Inc., where he led research and underwriting. Previously, he was Vice President and Senior Analyst at Moody’s Investors Service. He was on the Board of Advisors for the Alternative Investment Forum and advised the Interamerican Development Bank and the US Treasury on private credit issues. Mr. Trabocco holds an MALD, Development Economics, The Fletcher School at Tufts University, an MBA from Columbia Business School, BA from Pomona College, and is a CFA Charter Holder.
Ashley Knight
- Title
- Head of Private Debt, North America @
- Company
- Mercer
- Role
- Panelist
Ashley Knight is responsible for Mercer’s North America Private Debt business and is based in New York City. She is also a member of Mercer’s Sustainable Opportunities Investment Committee. Ashley was most recently based in Mercer's London office where she focused on Private Debt and Private Equity primary investments and managed client portfolios. Previously, she worked at Credit Suisse in Singapore as an Alternatives Product Specialist for family offices across Southeast Asia. She began her career at State Street Bank in Boston through their premier Professional Development Program where she worked across their Trading and Fund Solution businesses. Ashley holds a Bachelor of Arts degree from Wellesley College where she graduated with honors.
Jeffrey Marron
- Title
- CEO & Managing Partner @
- Company
- Sheridan Asset Management
- Role
- Panelist
Mr. Marron is responsible for all investment related activities, day to day operations and fund marketing. He also leads the transaction origination functions of Sheridan Asset Management, LLC. During his 18 years, Mr Marron has built a robust contact base that has developed Sheridan Asset Management into a brand name recognized as a lender to the small to medium sized specialty finance company community. Prior to founding Sheridan, Mr. Marron was a Director at Wasserstein Perella’s Alternative Asset Management Group, where he was involved in their Emerging Markets ABS transaction efforts and fund marketing. Before Wasserstein Perella, he was a Vice-President at Nomura Securities International where he was responsible for originating, financing, and distributing $1 billion of specialty finance and real estate related assets. Previously, Mr. Marron was an assistant football coach at the United States Military Academy at West Point. Mr. Marron obtained a B.A. in Communications from Michigan State University in 1986.
About
Sheridan Asset Management
Sheridan is an alternative asset based lender and investor focused on investing in credit opportunities in specialty finance. Sheridan originates asset backed loans to, and purchases whole loans, leases and receivables from, specialty finance originators throughout the United States. Sheridan invests in consumer, commercial and esoteric opportunities within the specialty finance universe.
Star Mountain Capital
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.
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
ITE Management
ITE Management is an investment firm targeting industrial and transportation assets and companies, and related industries and services with a critical focus on investments that generate current cash. ITE Management’s investment strategies focus on broad macro-economic themes. The principals of ITE Management are seasoned industry professionals in investments, investment management, banking and manufacturing and leasing with an average of over 25 years of experience.
Mercer
Mercer’s global alternatives platform (“Mercer Alternatives”) operates as a specialist group within Mercer’s Investments business, bringing together manager research, portfolio management and investment operations expertise in the areas of private equity, private debt, natural resources, infrastructure, hedge funds and real estate. Mercer has a long history of working closely with sophisticated institutional investors on a global basis to provide the full spectrum of discretionary and non-discretionary alternative investment consulting services. With approximately 184 dedicated alternatives professionals located in 20 offices globally, clients can rely on a leading, integrated global platform supported by sophisticated systems and extensive market knowledge and research.