Tag Archives: Advisory

Vertical Capital Solutions Launches Advisory Business

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New York, NY (PRWEB) June 24, 2009

Vertical Capital Solutions (“VCAP Solutions”) in partnership with Vertical Capital, LLC an SEC registered investment advisor with over $ 4.5 billion in AUM, has launched a valuation and advisory business that will provide a wide range of services to clients. The platform was created by combining Vertical Capital’s market leading technology and analytics with a successful advisory platform – Kensington Blake Capital – which has deep experience in structured products valuation, advisory, risk management, and the trading of complex loans and securities.

The VCAP Solutions management team has held senior leadership roles at global banks, insurance companies and asset management firms, bringing firsthand experience in the risk management of loan and structured product portfolios. The effort is led by Charles McLendon, who will join as Managing Partner. McLendon was formerly the President and CIO of Primus Asset Management and was the Global Head of the Investment Grade Credit Group at Bank of America. Ricardo Diaz and Brian Zwerner, former partners at Kensington Blake Capital, will join as founding Partners in VCAP Solutions. The company is launching their practice with a core team of seven professionals that bring over 125 years of combined experience with support from Vertical Capital’s highly advanced proprietary loan level technology platform. VCAP Solutions will have dedicated professionals in offices in New York, Atlanta and Chicago.

VCAP Solutions has been formed in response to the unprecedented changes in the financial markets that have created a demand for independent advice, valuation, and analysis. The VCAP Solutions’ team brings a wealth of structured products, whole loan, derivatives and capital markets experience to a wide range of potential projects. While each project is unique, VCAP Solutions’ services are focused in three main areas: Valuation and Financial Reporting, Risk Assessment, and Strategic Advisory. VCAP Solutions’ range of capabilities are broad, including delivering independent valuations on large portfolios, providing granular cash flow and stress analysis, and assisting in portfolio management and trade execution on individual assets and portfolios.

“Our clients need access to unbiased advice supported by granular information, market perspective, and robust analytics capabilities,” said Charles McLendon, Managing Partner at VCAP Solutions. “The combination of an experienced team of structured products professionals with access to market leading tools developed over the last six years at Vertical Capital will allow VCAP Solutions to be an immediate leader in the market for providing valuation and risk management services.”

“Vertical Capital has invested heavily in building out the best tools in the marketplace for evaluating complex loans and securities. We are very pleased to have assembled this high caliber team to meet clients’ needs” said Tom Pearce, Managing Partner at Vertical Capital. “We are thrilled to have the VCAP Solutions team as partners to develop the complementary advisory and solutions business,” said Brett Graham, Manager Partner at Vertical Capital.

For more information on the VCAP Solutions team and services, please visit: http://www.vcapsolutions.com, or Contact:

Charles McLendon

Managing Partner

Vertical Capital Solutions

Phone: 212.786.5300

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John T. Moss (Spirit) Appointed to Bluestone America Advisory Board

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Los Angeles, CA (PRWEB) June 26, 2010

Bluestone Americas President, William Soady, announced the appointment of John T. Moss (Spirit) as Advisory Board Member for Bluestone America. John T. Moss (Spirit) is currently the Chairman of The Board/Founder of the Native American Trade & Information Office, a Division of Caddo Assets Services Help (CASH) Community Development, (a 501(c) (3) organization). Mr Moss is a member of the Caddo Nation of Oklahoma and highly respected in both, the Indian tribal governments and the US government agencies, which deal with tribal laws and issues.

Mr Moss previously served as consultant to a leading international investment and merchant bank based in the US, active in Asia and Middle East. John acted as a key member of the negotiation and deal team, advising on cross border merger and acquisitions involving a $ 4 billion commercial bank from emerging markets, interfacing with senior level management, providing counsel on due diligence, financial analysis, strategic planning and investment recommendations to the buyer.

Our Indian managed non-profit goals, with its two divisions, are to provide funding and Tribal ownership in economic project development, education in business & personal finances, economic strategies & instruction on implementation; we play an important role in bringing self reliance to our great Indian Nations said John Moss.

John has received commendations by the City of Los Angeles and other government bodies for his work in both, the business community and his non-profit organizations established to advance the American Indian Nations.

Mr. Moss, his organizations and contributions are featured in the June 22nd, 2010 edition of Indian Country Today (a national American Indian publication).

“John brings to Bluestone America an extensive background in both business and non-profit organizations established to advance the America Indian Nations. Johns involvement and dedication to the development of Indian owned and operated business will give Bluestone the insight to effectively serve the financial and funding needs of gaming, hospitality and resort developments. The American Indian Nations have a very complex and developed business hierarchy in which John has been active in for many years. We are looking forward to serving this market as well as counting on Johns guidance and participation said William Soady.

About Bluestone America:

Bluestone America is a conglomerate of domestic and global-based companies whose focus is asset management, asset based project securitization funding and acquisition of alternative assets. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info (at) BluestoneAmericaInc (dot) com

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