Evan H. Wein has enjoyed a successful 30+ year career on Wall Street in both fixed income and equities, with extensive expertise in sales and trading, and hedge fund and money management. He is Managing Director for Special Situations at Monness, Crespi, Hardt & Co., Inc. (MCH), a sell-side institutional boutique brokerage firm established in 1964. Prior to his current role, Mr. Wein was Managing Director and Senior Advisor at Mercury Capital Advisors, an international broker dealer and wealth advisory firm that was acquired by Investcorp in 2019. He was Senior Managing Director and Head of Fixed Income at Weeden & Company LP and Senior Partner at Skybridge Capital, LLC., during which time the firm successfully raised and closed Skybridge Capital II, which seeded multiple hedge funds.
Mr. Wein spent 18 years at Merrill Lynch and Co., where he was Managing Director, Head of Global High Yield Sales, and served on the Fixed Income Management Committee. Under his leadership, Merrill Lynch’s High Yield department achieved record growth and profitability, becoming one of the most successful and prominent high yield franchises on Wall Street. Mr. Wein is registered with Series 7, 63, 24, and 79 licenses. He received his BA from the University of Pennsylvania.
Co-Investing vs Direct Investing is possibly the hottest topic today for both Investors and General Partners to consider. The panel will discuss strategies Investors and General partners should consider while considering a Co-Investment or DIrect investment opportunity. This diverse panel of experts will provide different points of view to consider while arranging an alternative investment offering. If you are an investor being approached by an operating business to be a lead investor or you are an investor tagging along a lead investor, what issues should you consider? Points of view vary depending on the role that you are playing in either transaction. No matter if you are an operating partner or a financial sponsor, this panel will look at everything from costs, legal and business considerations that are being proposed to you. Our experts will discuss and answer Q&A, and share their expert insights into structuring, legal issues, compliance and custody rules while contemplating a Co-Investment vs. Direct Investment opportunity.
Speakers: Tom Kurinsky, Evan Wein, Sara Borazan, and Yuting Ren
Monness, Crespi, Hardt & Co., Inc. (MCH) is a sell-side institutional boutique brokerage firm established in 1964 whose primary business is acting as an agency broker to institutions, hedge funds and certain high net worth individuals. MCH performs fundamental research.