PORTFOLIO Online — Private Credit
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.
Bob Elsasser | Bob Elsasser is a principal and co-founder of Variant with over 26 years of experience in the industry. Prior to founding Variant, Bob was the Director of Fixed Income Research at CTC | myCFO. Before joining the organization in 2006, Bob was the Senior Vice President of Fixed Income and Foreign Exchange at the Federal Reserve Bank of New York. Bob received his BA in Finance from the University of Washington and his MBA in Finance from New York University. Back To Top ^^
Douglas Monticciolo | Douglas Monticciolo is Chief Executive Officer, Chief Investment Officer and Co-Founder of Brevet Capital Management. He is an entrepreneur and investment manager with deep data analytics and technology experience developed over three decades while providing credit financing and advisory services.
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 ^^
Alexander Schoenbaum | Alexander Schoenbaum co-founded CrowdOut Capital after more than 15 years of direct lending, private equity, and investment banking experience. He has provided financial and strategic advisory services to many growing middle market companies across a range of industries including: consumer, retail, telecom, media, manufacturing, technology, financial services, oil & gas, and industrials. Collectively, Alexander has completed more than $3 billion of transactions, including both debt and equity placements.
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 ^^
Alan C. Snyder | Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 30-yearold family office investment boutique, and its investment funds, General Partner of Shinnecock Group. Alan was the Founder and non-Executive Board Chairman of Snap Insurance LLC; the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center; CEO of Aurora National Life Assurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation, a $20 billion life holding company; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). He managed most of the product areas and as part of a three-person team undertook the development of the Discover card. He is the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Mr. Snyder is a graduate of Georgetown University (WSJ Scholar) and Harvard Business School (Baker Scholar). Back To Top ^^
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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.|