event header image
https://flaia-cms-assets.s3.amazonaws.com/MT_a582f7b7ce.png

Millennium Trust

Millennium Trust Co is a $30B+ Qualified Custodian specializing in providing custody solutions for fund managers, RIAs, institutions, investment platforms, and marketplace lenders, whether they are in need of institutional custody services for funds or alternative asset expertise for their investors. We are based on Oak Brook, IL, currently have over 400 employees and are privately owned by Boston-based Investment Company, Abry Partners.

Associated Speakers

Matt Kiggins
Senior Vice President, Regional Director
Jeremy Christensen
SVP - Director of Fund Custody
Tom Kurinsky
SVP, Regional Director

Past Speaking Events

  • Direct Lending & Private Debt Going Forward: An Investor Roadmap
    December 17, 2020
    11:00 AM - 12:00 PM
    Panel
    View Details

    Private Credit offers the potential for a strong alternative to traditional fixed income but it is important for investors to understand the different types of private credit–especially in uncertain times like now. In this panel, we will explore the various strategies and their opportunities and risks. We will focus on both the challenges and opportunities in this current pandemic environment.

    • Navigating the business cycle in 2021
    • New opportunities in 2021
    • Why Private Credit and Debt are attractive asset classes in moving forward
    • How Private and Private Debt will compare to other fixed income strategies
    • How deals are being structured to manage risk

    Speakers: Matt Kiggins, Brett Hickey, Rob Jafek, Jordan Suppan, and Brian M. Prenoveau, CFA

  • Current Trends and Market Conditions in Hospitality, Multi Family and Office Real Estate
    November 19, 2020
    11:00 AM - 12:00 PM
    Panel
    View Details

    We will be discussing current trends and market conditions in Hospitality, Multi-family, Retail and Office Real Estate with four, esteemed panelists. With us today are Joseph Dematteo – Founder & President of JDM Capital, Tony Barkan – CEO & Co Managing Principal of Allagash Partners, Mike Mangione – Director, Family Office & Advisor Relations for Group RMC USA, and Dr. Bharat Sangani – Chairman of Encore Enterprises.

    • Why is this strategy compelling to Investors and what is the difference in investing in public markets vs private markets to gain exposure to this strategy?
    • Given the current environment what is the short-term and long-term trends look like for this strategy
    • Discuss the roll collateral plays in this strategy. What is the collateral and where does it fit within the capital structure
    • Discuss where we see future opportunities in this strategy presenting itself given the current environment
    • Discuss how deals are being structured to manage risk

    Speakers: Matt Kiggins, Joseph W. DeMatteo Sr., Tony Barkan, Michael Mangione, and Bharat Sangani, MD

  • Dislocated Opportunities in the Current Real Estate Market
    July 15, 2020
    10:30 AM - 11:30 AM
    Panel
    View Details

    We are in the middle of one of the most challenging years the real estate market has witnessed in modern times. COVID-19 and civil unrest have ushered in significant uncertainty affecting real estate assets of all kinds. It is truly difficult to predict how asset prices will be evaluated and at what discount deals will begin to get done. There is a significant dispersion between buyer and seller expectations. The Federal bailout packages are replacing lost revenue and putting money directly into the system to delay price discovery. Our panel of experts will provide detailed insights on where and how they are navigating these unchartered waters and where they are placing their bets once for once the dust settles. They will also discuss how to play the court system to find opportunities.

    Speakers: Jeremy Christensen, Ernest Johnson, Nate Kline, Sheryl Morehead, and Alberto Siblesz

  • Co-Investment vs Direct Investment: Raising Money through Successful Structuring, Custody & Compliance
    May 19, 2020
    13:30 PM - 14:30 PM
    Panel
    View Details

    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. 

    • The role credit plays in making the rights decisions when considering a Co-Investment vs Direct Investment opportunities.
    • What role do relationships and sourcing play in selecting an investment banker to help you consider and structure Co-Investment vs Direct Investment opportunities?
    • How do Co-Investments help General Partners get a Direct Investment accomplished?
    • What are the various structures that Investors and General Partners should consider when contemplating a Co-Investment vs DIrect Investment?
    • Guidance on selecting which offering exemption (Reg D 506(c), Reg D 506(b), Reg A+) for General Partners to use?
    • Which investors prefer Direct Investing and which prefer Co-Investing investing?
    • Given this new market environment, which vehicle is best for capital raising and which vehicle is the best for the investor? & Why?
    • How much time will it take and what are the various costs of creating the right structure from the point of view of the investor vs operating partner? Who should expect to pay which costs?
    • What is the role of a custodian for an alternative asset fund?

    Speakers: Tom Kurinsky, Evan Wein, and Sara Borazan

  • PRIVATE CREDIT – Understanding the Risks and Opportunities in the Current Environment
    April 22, 2020
    10:30 AM - 11:30 AM
    Panel
    View Details

    Join us for a panel as we identify and discuss today's pressure points in private debt and credit due to the Covid-19 Pandemic that will lead to the opportunities of 2020 and beyond. Our expert panel will reflect on past crises and discuss how they are adjusting to today's new realities and preparing for tomorrow's opportunities. How are managers handling the increased uncertainty and risk? And where are the related opportunities?

    • Explanation of different strategies within the private credit asset class
    • The role of collateral in private credit strategies
    • The capital structure and what is the likelihood your firm will need to operate that collateral in the coming months
    • Opportunities in the current environment and to positioning in order to take advantage of these opportunities

    Speakers: Matt Kiggins, Rob Jafek, and Mark Fitzpatrick

  • Capturing Opportunities in Credit Lending: Private Debt and Direct Lending
    March 26, 2020
    11:30 AM - 12:30 PM
    Panel
    View Details

    Join us for a panel on Capturing Opportunities in Credit Lending: Private Debt and Direct Lending. Our expert panel will examine the Global Economic Outlook and Its Impact for Private Debt and Direct Lending as factors cause economic uncertainty and elevated risk for lenders and borrowers. How will managers manage this uncertainty, work with borrowers and continue to deploy capital in their respective niche? How does this asset class compare with other forms of fixed income investments?

    • How have the current market conditions impacted your business
    • What are the best lending opportunities in the current environment
    • How aircraft finance has performed in previous market dislocation events
    • How aircraft finance compares with other forms of fixed income investments
    • How companies are structuring deals/business going forward to manage risk
    • How will lenders collect when the customer has no money or job
    • How will deals be structured past the COVID - 19 pandemic
    • Thoughts on Government Stimulus

    Speakers: Matt Kiggins, Rob Jafek, and Antonio Zuniga