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Event

Opportunities in Private Credit Funds & Performance During a Recession

Hosted by Oak Shore Capital
May 19, 2020
12:00 PM - 13:00 PM
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As the US and the global economies continue to simultaneously address both health and financial risks stemming from the COVID-19 pandemic, it is a natural time for investors to reassess their own portfolio and investment allocations. Join us as we see what lenders and credit providers are doing across the marketplace.

  • Update on how the ongoing pandemic is impacting the lending environment
  • What have lenders learned so far in 2020?
  • How have existing investments held up with the financial pressure due to the pandemic?
  • Are the ongoing financial challenges creating new opportunities for lenders?

Recording

Opportunities in Private Credit Funds & Performance During a Recession

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Speakers

Antonio Zuniga
Managing Director @ Oak Shore Capital
Brad Lyons
Managing Director @ Stablis Capital Management
Mark Fitzpatrick
Managing Partner @ Glide Capital
Chris Innes
Managing Director @ Dream America
Richard Beleutz
CEO @ AIR Asset Management

About

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Glide partners with wealth advisors, family offices and institutional investors to build a customized portfolio, based on the specific objectives of their firm. Glide eliminates the significant financial and time commitment normally required to build a diversified portfolio by providing our clients with manager souring, due diligence, technology, research and a unique structure that allows firms to efficiently manage portfolios through their custodian. Glide has an experienced investment team which has reviewed over 600 private credit managers. Our goal is to provide the wealth managers with a best in class private credit offering which allows them to build better portfolios in an efficient manner. Glide Capital is SEC registered and has over $500 million in assets under management. Glide works with both US and international wealth management firms.

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AIR Asset Management is a rapidly growing hedge fund management firm based in downtown Chicago. AIRAM is the US-strategic partner of Carlisle Management, a $2.3B global investment firm solely dedicated to the life settlement space since inception in 2008 with senior management having a combined 80 years of experience in the asset class. We focus on providing investors attractive returns that are non-correlated to traditional asset classes through open-end hedge fund and private equity style closed-end vehicles. AIRAM is a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.

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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.

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Founded in 2010, Stabilis Capital Management, LP is a New York City based privately held investment firm. The firm specializes in asset oriented distressed debt and other unique special situations, primarily in the United States. The firm has raised over $1.7 billion since its inception in 2010. Stabilis’ investments include acquiring existing distressed, sub-performing and performing loans, direct lending secured by real estate, asset-based lending, and healthcare secured lending. Stabilis’ investment team and special servicing teams are fully integrated and have significant experience investing through multiple credit cycles. Our focus is on maximizing risk-adjusted returns for all investors while seeking to mitigate downside risk. Stabilis excels in sourcing, analyzing transaction complexity, deal structuring, underwriting and asset management of its investments.

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Dream America LLC offers rental homes to clients who want to buy a home but need additional time to qualify for an FHA or VA mortgage due to divorce, medical issues or other factors. Dream America allows approved clients to pick any house listed for sale. Dream then buys the home and rents it back to the client until they are mortgage-ready. And to help them on their journey, Dream credits 10% of rents paid towards their purchase. The company launched in 2018 and currently operates in major metro areas of Florida, Georgia and Texas.