Why Working Capital Solutions is One of the Best-Uncorrelated Return Strategies
Uncorrelated return strategies aim to generate consistent returns with limited, or zero, correlation to any of the major asset classes of the financial markets. That means generating positive returns year after year while diversifying broadly to have low overall exposure to any single industry.
- Working Capital Solutions (WCS), can be defined as the use of financing and risk mitigation practices and techniques to optimize the management of the working capital and liquidity invested in the supply chain process.
- As investors and lenders, it is important to have the visibility and understanding of the supply chain process and know how trade flows.
- Key benefit for customers: WCS accelerates growth by unlocking cash trapped in the working capital cycle using receivables, payables and inventory solutions.
Event Recording
Why Working Capital Solutions is One of the Best-Uncorrelated Return Strategies
Speakers
Shalako Wiener
- Title
- Client Sourcing and Finance, Legal and Risk Management @
- Company
- BankUnited
- Role
- Moderator
Shalako has extensive experience in C&I banking, Alternative Finance, Corresponding Banking, consumer product, legal, medical and fintech services industries in the US, Europe and Latin America. He is dedicated to leading teams, sourcing business from existing clients and new client acquisition. He has held senior leadership roles catering to corporate clients across industries and advising clients on various corporate and investment banking products in large firms (BankUnited, Sabadell, Mercantil). Expert in creating the best cost and time efficiencies structures through around companies cash conversion cycles. Solid knowledge of international business law, trade finance, corporate finance, credit risk, portfolio growth and management, budget and process optimization, and new market development.
Dipak Jogia
- Title
- Managing Partner and Co-Founder @
- Company
- Highmore Capital
- Role
- Panelist
Prior to Highmore, Dipak was the Head of Alternative Investments Research at Oppenheimer & Co. While at Oppenheimer Dipak was responsible for the direction and management of Oppenheimer’s investment research and sourcing of alternative investments where he restructured and re-built their entire research process into a proprietary and repeatable framework.
Prior to joining Oppenheimer Asset Management in 2012, Dipak was a Partner at FrontPoint Partners, a multi-strategy hedge fund partnership based in Greenwich, Connecticut. At FrontPoint, Dipak was a member of the FrontPoint Multi-Strategy Fund Portfolio Team, the FrontPoint Volatility Investments Strategy and the Manager Selection Group. As a member of the FrontPoint Multi-Strategy Fund Portfolio Team, he was responsible for the development, management, and execution of the investment process, which included leading the investment committee, the capital and risk allocation process, as well as investment team monitoring and development. As an investment team member of the FrontPoint Volatility Investments Strategy, he worked with the investment team to source, analyze, structure, and portfolio manage macro investments with a long volatility profile. As a member of the Manager Selection Group he was focused on the origination and due-diligence of new investment teams and strategies, as well as structuring and negotiating partnership terms.
Prior to joining FrontPoint in 2005, Dipak worked at Abbey National in London where he was responsible for sourcing and evaluating absolute return managers as well as monitoring portfolio investments. He started his career at Key Asset Management, a European fund of hedge funds, where he was responsible for business development and investment team sourcing. Dipak received a BA in History, a postgraduate Diploma in Economics and an MSc in Economic History from the London School of Economics and Political Science.
Eric Wong
- Title
- Director @
- Company
- TCG Capital
- Role
- Panelist
Eric Wong established TCG on behalf of his family in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate and spin out the markets, technology, and business infrastructure of TCG.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified.
Asit Beesen
- Title
- CEO @
- Company
- TuningBill
- Role
- Panelist
Asit has 20+ years of experience in capital markets / finance having worked at Credit Suisse, Investec, and Dresdner Kleinwort. He has been involved in structuring and risk management of structured notes distributed to retails market in the UK and the USA. In 2019, Asit founded TuningBill Limited, a neobanking ecosystem for SME importers and Exporters as he saw a huge gap in the market for serving SMEs, especially family businesses doing cross-border trades. Asit has studied MSc in Finance at London Business School and B. Tech. at Indian Institute of Technology, Delhi.
Jeffrey Marron
- Title
- CEO & Managing Partner @
- Company
- Sheridan Asset Management
- Role
- Panelist
Mr. Marron is responsible for all investment related activities, day to day operations and fund marketing. He also leads the transaction origination functions of Sheridan Asset Management, LLC. During his 18 years, Mr Marron has built a robust contact base that has developed Sheridan Asset Management into a brand name recognized as a lender to the small to medium sized specialty finance company community. Prior to founding Sheridan, Mr. Marron was a Director at Wasserstein Perella’s Alternative Asset Management Group, where he was involved in their Emerging Markets ABS transaction efforts and fund marketing. Before Wasserstein Perella, he was a Vice-President at Nomura Securities International where he was responsible for originating, financing, and distributing $1 billion of specialty finance and real estate related assets. Previously, Mr. Marron was an assistant football coach at the United States Military Academy at West Point. Mr. Marron obtained a B.A. in Communications from Michigan State University in 1986.
About
BankUnited
BankUnited, N.A., a wholly-owned subsidiary of BankUnited, Inc., is one of the largest independent depository institutions headquartered in Florida, providing a broad range of consumer and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. BankUnited operates convenient banking centers throughout Florida and New York, along with 24-hour digital access. As of December 31, 2020, BankUnited N.A. has $35 billion in total assets.
Highmore Capital
Headquartered in New York, with offices in London and Los Angeles, Highmore is a diversified global alternative asset management firm. Highmore was founded by a world class team with a long-shared history at firms such as Man Group, FrontPoint Partners, Bank of America Merrill Lynch, Citigroup, and Oppenheimer & Co., where the team built investment businesses, developed differentiated alternative investment strategies, managed funds, and oversaw assets in excess of USD $25 billion.
TCG Capital
TCG is an asset management and specialty advisory firm established in 2003. The founding family of TCG has a background in the chemicals and electronics industries dating back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taipei. TCG’s investment mandate from inception has been to identify investments with superior risk adjusted returns that are also liquid and uncorrelated to major asset classes. The firm’s Celera division was formed in 2012 to consolidate the markets, technology, and business infrastructure of TCG.
TCG focuses on unique and often capacity constrained volatility, equity, and income strategies. The volatility strategies are in energy/commodity options market making and equity/index volatility dispersion arbitrage. The equity strategies utilize short/medium term signals that are expressed on an intraday or market/factor neutral manner. The income strategies are involved in financing securities, digital, and physical trading activities. TCG and Celera is managed by a team of 20 professionals located globally in major financial centers.
TuningBill
International trade is the engine of global progress. Yet, importers and exporters, besides the challenges of operating internationally, face many avoidable hurdles that get in the way.
TuningBill Neobanking services will give you the tools to control your finances, and quickly trade quality goods, while avoiding loss of sales due to insufficient funding or interference associated with traditional banks.
Everything we do is designed around the needs of a growing community of importers and exporters. Our data-driven approach provides a tailored experience from trade initiation to execution.
- Manage your cross-border trades from anywhere and anytime
- Avail credit card for your overdraft payments
- Open accounts in multiple currencies
- Get financed up to 80% of your import-export trade invoice: we don't require any collateral, your trading history is your asset
We are going above and beyond this: we are building a global, digital, trust-centred ecosystem. Not only can importers and exporters seamlessly access NeoBanking services, but also business management tools for CRM, accounting, goods tracking, inventory visibility and document management. An ecosystem where you can have visibility of other traders and find business opportunities.
Get on-board today, and join a community of cross-border trader that makes the world go round.
Sheridan Asset Management
Sheridan is an alternative asset based lender and investor focused on investing in credit opportunities in specialty finance. Sheridan originates asset backed loans to, and purchases whole loans, leases and receivables from, specialty finance originators throughout the United States. Sheridan invests in consumer, commercial and esoteric opportunities within the specialty finance universe.