The Future of Specialty Finance Amidst COVID-19
Available On-Demand
ABOUT THE VIRTUAL EVENT
iGlobal Forum is renowned for organising the most established senior-level conferences in the finance industry - one of these is Specialty Finance Summit that has been running for 11 years.
Due to the circumstances that have stopped us from meeting face to face, iGlobal Live brings an exclusive virtual event to discuss the future of securitizations, regulations, and how investors can face challenges in the current market.
Key topics include:
- How to pick the survivors that should be provided capital and those that should not?
- How to determine the timing of when to deploy capital such that capital provider is getting paid enough to compensate for risk of uncertainty around Covid future developments?
- Impact on portfolio performance so far.
- Trends in state-level restrictions on collection activity and what type of implication that could have for performance if/when they become more widespread versus what we have today.
- Highlighting the opportunity to redirect business focus and technology to address the crisis which COVID has uncovered.
- Private/Public Partnerships in an era of government bailouts.
Panelist
Alexandra “Ali” Cooley has been passionate about the natural environment since she can remember. In co-founding Greenworks Lending to expand small business access to funding for clean energy projects, she has channeled her passions to positively affect the environment while supporting the growth of small businesses locally and across the nation.
Alexandra Cooley
Co-Founder & Chief Investment Officer
GREENWORKS LENDING
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Ali’s commitment to the clean energy sector was cemented through her prior professional experience, where she traveled extensively through the developing world and analyzed traditional energy infrastructure projects and how policy, as well as market shifts influenced investor returns.
The deeper she got into the work, the more she realized she was missing a connection between her day-to-day work and the issues she cared most about solving. She returned to the States and entered Yale University’s joint MBA/Environmental Management program with a focus on intersection of public energy policy and finance, where she gained perspective on how the government can lay the foundation to create private enterprises that solve environmental and energy issues without overly burdening taxpayers.
After Yale, she joined the Connecticut Green Bank, where she oversaw and managed the development of over $100M in financial products for deploying clean energy in the state using mostly private capital. One of the initiatives she worked on was developing and implementing the underwriting criteria and capital markets strategy for the award-winning CT C-PACE program. There she found common ground with Jessica Bailey, who was leading Green Bank initiatives in the commercial real estate sector. In their time at the Green Bank, Jessica and Ali discovered how C-PACE could be transformative in unlocking clean energy upgrades in the commercial real estate market.
Jessica and Ali founded Greenworks Lending in 2015 to scale C-PACE and bring the benefits C-PACE financing offers to building owners across the country.
Panelist
Ed serves as Managing Director at VION Investments, with responsibility for deal origination and strategic initiatives. VION deploys structured mezz/equity investments (broadly in the range of $20M-$200M) to businesses, turnaround managers, or lending institutions facing issues such as growth constraints, liquidity, covenant restrictions, and/or compliance, among others.
Ed Wu
Managing Director
VION INVESTMENTS
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VION is able to purchase, administer, and collect all receivables, including those that are performing, nonperforming, reperforming, delinquent, and charged-off. VION is well-capitalized, with access to over $5B in long duration, institutional committed capital through our PE backer (MHR Fund).
Previously, Ed managed debt portfolios at Revere Capital, Reservoir Capital and Harbert Management, where he also served on numerous Ad Hoc and Official Creditor/Bondholder and Equityholder Committees for numerous Chapter 11 reorganizations/restructurings.
Ed graduated magna cum laude from Duke University with an AB in English Literature and received a JD from Harvard Law School.
Panelist
Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008 at the start of the “great recession”.
Stacey Schachter
President
VION INVESTMENTS
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Prior to Vion, Mr. Schacter worked over a 17 year period as outside counsel, and eventually general counsel and CEO of a financial unit of Schottenstein Stores Corporation.
While in private practice, Mr. Schacter focused on mergers & acquisitions, Chapter 11 bankruptcy, and compliance. Mr. Schacter holds a JD from The Ohio State University Law School (’88) and a BS in Accounting and Economics from Miami University (Ohio)(’85).
Panelist
Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was Executive Vice President of Capital Markets at Patch of Land where she built one of the first institutional whole loan sale programs in the real estate marketplace lending industry, secured $750M in loan purchase commitments, managed the firm’s warehouse funding, and lead equity capitalization efforts.
Jillian Murrish
CEO
Pier Asset Management
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Prior to her time in marketplace lending, Mrs. Murrish worked with technology clients in the Capital Markets group at a leading middle market investment bank, Houlihan Lokey. She has completed the Series 7, Series 63, Series 65, and Series 79 examinations. She is a graduate of the Loyola Marymount University Honors Program and has a B.S. in Accounting and a B.B.A. in Finance.
Panelist
Josh Wander co-founded 777 Partners in 2015 as part of the management buyout of SuttonPark Capital from PennantPark. Prior to founding 777, he held executive roles at SuttonPark Capital, First Sustainable LLC, and Structured Asset Funding where he sourced, structured, and financed alternative assets. Mr. Wander directs strategy and investment at 777, chairing the firm’s investment committee, and sits on the boards of F3EA holdings, Signal Legal, and First Sustainable. He has a B.S. in Finance from the University of Florida.
Josh Wander
Co-Founder
777 Partners
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Panelist
Matt is a tireless innovator with more than 17 years of consumer finance experience spanning analytics, debt financing, valuation, and operations. As Chief Operating Officer at Goal Structured Solutions, Matt and his team manage more than $7 billion in private loans across 10 servicers and 15 collection agencies for more than 50 clients. Matt is also one of the architects of Goal’s lending platform, Ascent, that makes outcome-based student loans. Matt’s work to expand Goal’s asset management and technology platform has recently led Goal’s expansion into primary servicing through the newly incorporated company Launch Servicing.
Education: Macalester College, B.A. | University of Minnesota, M.B.A.
Matt Myers
COO
Goal Structured Solutions
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Panelist
Ben Bingham is the Founder & CEO of 3Sisters Sustainable Management, LLC. Mr. Bingham assisted in the formation and founding of the company after several years managing investments for wealth advisors. Starting in 2000, he developed a unique portfolio management strategy for socially conscious investors at Legg Mason and Citigroup/Smith Barney. He began by advising a network of social entrepreneurs and philanthropists who were dissatisfied with the lack of imagination and direct positive impact found in mutual funds or screened portfolios. Changing the emphasis to positive screening, Mr. Bingham has found it beneficial, financially, socially and environmentally to look for companies that, by their numbers seem to be undervalued by the market, not followed by Wall Street, and with positive stories that meet current problems with long term solutions.
Mr. Bingham is a Fellow of Economists for Peace and Security (EPS). He is a member of the Investor’s Circle and the Social Venture Network, and, as a social entrepreneur/investor/money manager, draws on broad experience from hands on management experience at two technology start-ups, one in biological healthcare, and the other a global workflow solution provider.
Benjamin Bingham
Founder & CEO
3Sisters Sustainable Management, LLC.
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Register By |
April 29th, 2020 |
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| Full Access plus on-demand recording | $99 |