PORTFOLIO Online — Private Credit
JUL
15
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MEMBERS-ONLY RECORDING
In this webinar, the panelists will explore the many alternatives for investment, avoiding areas experiences high risk, and how to secure attractive yield with downside protection.
MODERATOR

PANELISTS

Mr. Monticciolo founded Brevet Capital Management in 1998 and has established the firm as a leader in helping government agencies solve complex problems – and drive positive social impact – by creating innovative financing products and services. This “finance as a service” approach provides direct lending and other financing to private middle market companies that enable them to effectively serve the government sector as contractors – a low credit risk strategy with highly competitive barriers to entry.
Mr. Monticciolo’s years of experience working in start-up environments as a software entrepreneur and within asset-backed securities, fixed income, and investment banking helped him identify a gap in the market where traditional lenders failed to provide the innovative financing and forwardlooking advisory services needed for the private contractors government contractors rely on to deliver services.
Mr. Monticciolo has a passion for technology and approaches investing and credit financing with a problem-solving mindset. He began his career at Goldman Sachs in the financial institution’s industry resource group where he specialized in investment banking and principal finance trading and helped create numerous serviced-marked products and services to address the unmet needs of clients. He later joined Lehman Brothers as a senior vice president in the company’s strategy group, a principal investment joint venture between investment banking and fixed income. He left Lehman Brothers to become director and co-head of asset-backed securities in North America at Deutsche Bank and head of proprietary fixed income in the merchant banking/principal finance group.
Mr. Monticciolo’s career took a turn from academics to finance when he was studying at Columbia University and working with Fischer Black, creator of the Black–Scholes model, on complex mathematical formulas. He was encouraged to apply his skills to financial problem-solving instead of academia and he decided to put aside his pursuit of a PhD to join Goldman Sachs.
Mr. Monticciolo received a Master of Engineering Sciences degree in Applied Mathematics from Columbia University. He graduated from the State University of New York at Stony Brook with an M.S. in Applied Mathematics and earned a B.S. in Applied Mathematics and Computer Science. Mr. Monticciolo is a Level III certified member of the National Association of Rocketry (NAR High Power Rocketry) and a member of the Randonneurs USA (long distance road biking organization). Mr. Monticciolo also coaches robotics and innovation and has led teams to numerous regional awards. He led one of his teams to a worldwide 2nd place finish (runner-up) for the FLL Global Innovation Award season sponsored by Edison Nation and XPRIZE Foundation, in cooperation with the United States Patent and Trademark Office (an agency of the United States Department of Commerce).
He currently serves on the Board of Directors of Hope for New York and is a Board Member of the Young Presidents Organization (YPO) Gotham Chapter. Back To Top ^^

Previously, Alexander founded Swift Estate Capital, a specialty finance firm focused on lending to high net worth individuals. He also worked at Blue Sage Capital, a middle market private equity and debt firm, focused on finding investment opportunities, performing due diligence, structuring and executing transactions, and supporting Company management to grow their businesses. He began his career at Piper Jaffray in San Francisco, focusing on mergers and acquisitions, IPOs, and capital raises in the consumer space, including restaurants, retail, food, and consumer products.
Alexander received a Bachelor of Science in Business Administration degree in Finance, International Business, and Political Science from Washington University in St. Louis and is a graduate of the KPMG / University of Michigan Ross School of Business QuantumShift program for for CEOs running successful, high-growth private companies. Currently, he coaches youth soccer and serves on the board of the Anti-Defamation League’s Austin region, as well as the Capital of Texas Media Foundation. Alexander is also a recipient of M&A Advisor’s Emerging Leader Award. Back To Top ^^

Registration Fees |
We accept the following:

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |