Delta Hedge

Delta Hedge offers cross-asset software solutions to increase profitability, speed, risk mitigation and efficiency on hedging, pricing and risk management for banks, insurance companies, asset managers, pension funds, investment funds, corporate treasurers & hedge funds.

Delta Hedge has created patent-pending technological innovations, which aim to solve the following issues for the financial industry:

Delta Hedge has created so-called “Interactive Deformable Computer Graphics” (IDCG), which enable the ability to discover complex risks e.g. in structured products and portfolios. Any type of market/credit/counterparty/hedging risks can be graphically simulated and watched like an animation, thereby supporting the reporting of otherwise non-transparent risks and Graphical Dynamic Hedging (GDH).

Delta Hedge specializes in structured products, volatility and correlation surfaces, inflation-modeling, integrated risk management, and an extensive mathematical library for any type of state-of-the-art financial calculation methods.
 

Education Investment Group, LLC

Education Investment Group, LLC (“EIG”) provides fully customized security and portfolio analysis to holders of student loan asset-backed and auction-rate securities and to those investors looking to capitalize on opportunities in the student loan ABS, ARS and whole-loan space. EIG’s two principals have 35 years of combined experience in corporate finance at the largest student loan issuer with specific expertise in modeling, structuring and executing ABS, ARS and asset-backed commercial paper programs (ABCP) backed by both U.S. government guaranteed and non-government guaranteed student loan assets. With our in-depth knowledge of the student loan space and the development of our proprietary student loan cash-flow model, we provide clients a full array of analytical tools and comprehensive advice to optimize their investment strategies. EIG provides in-depth analysis and guidance on student loan ABS and ARS structures to banks, hedge funds, private equity firms, insurance companies and investment banks.

Goal Structured Solutions, LLC (“GS2”)

Goal Structured Solutions, LLC (“GS2”) provides asset management, valuation/risk analytics, and capital markets advisory services to education finance market issuers and investors. Headquartered in San Diego with offices in Alexandria, VA and Minneapolis, MN, our 26 professionals specialize in developing and delivering innovative solutions that our clients use to optimize their balance sheets by minimizing cost, mitigating risk, and maximizing return.

Securitics

Securitics is a dedicated service provider for the global securitization industry, with a strong focus on Student Loan ABS. We provide a range of services such as cashflow modeling, report compilation, research and special projects, for ABS transactions and whole loan portfolios.

Our foundation is built on strong sector specific knowledge and technical expertise, which helps us understand our clients’ needs and how best to serve them. Our offshore location has enabled us to build a team of talented professionals at a margin of the cost. In a challenging market environment as is currently prevalent, we possess the right tools to help enhance our clients’ operational capabilities by providing quality, accurate and cost efficient services.

Our services are geared towards helping clients free up key resources by outsourcing knowledge based, non-core activities such as cashflow modeling or data mining. These can best be used to value and monitor existing positions or evaluate profitability of potential investments, both quantitatively as well as qualitatively.
 

Lowenstein Sandler PC

Lowenstein Sandler PC is a nationally recognized law firm with more than 270 attorneys.  The firm’s Specialty Finance practice handles mergers and acquisitions, acquisition financing, PIPEs, SPACs and other corporate finance matters for a wide array of investment funds, leading national investment banks, and issuers, in deals worldwide.  In 2007, the group assisted in more than $1.9 billion in transactions and ranked first in the nation (by dollars raised) and second in the nation (by number of transactions) for representing placement agents in PIPE transactions, and third in the nation (by number of transactions) for representing investors in PIPEs, according to The PIPES Report  and PrivateRaise.com. 

Goal Structured Solutions, LLC (“GS2”)

Goal Structured Solutions, LLC (“GS2”) provides asset management, valuation/risk analytics, and capital markets advisory services to education finance market issuers and investors. Headquartered in San Diego with offices in Alexandria, VA and Minneapolis, MN, our 26 professionals specialize in developing and delivering innovative solutions that our clients use to optimize their balance sheets by minimizing cost, mitigating risk, and maximizing return.

Growth Concepts

Growth Concepts, LLC is an M&A and Growth Funding advisory firm for middle and upper market companies. Growth Concepts built a network of M&A, Finance and Business Professionals and offers their clients access to a database of:

• Business Attorneys
• CPA’s
• Chartered Accountants
• Financial Professionals
• Sales, Marketing & Business Development Professionals

Growth Concepts uses their resources to make introductions of buyers and sellers in an environment that does not require a highly public posting of the business for sale, or public disclosure of the strategic moves of the buyer or investor. Please feel free to call Growth Concepts with your purchase/sale/funding project overview and we will be happy to work with you in areas where we might be able to assist.
 

Pluris Valuation Advisors LLC

Pluris Valuation Advisors LLC, a valuation firm based in New York City, specializes in hard-to-value illiquid and distressed securities, and business valuations. Pluris combines valuation and technical accounting expertise in its development and application of valuation methodology, in compliance with U.S. GAAP and IFRS. Specific assets valued include auction rate securities, collateralized debt obligations, asset-backed securities, distressed debt, bankruptcy claims, restricted securities of public companies, limited partnerships and other assets that lack liquidity. Pluris' valuations are also used for tax purposes and litigation support. Our proprietary LiquiStat™ database enables Pluris to value even the most illiquid assets based on market data. Pluris clients include public-reporting entities, hedge funds, private equity funds, and their advisors nationwide.

Growth Concepts

Growth Concepts, LLC is an M&A and Growth Funding advisory firm for middle and upper market companies. Growth Concepts built a network of M&A, Finance and Business Professionals and offers their clients access to a database of:

• Business Attorneys
• CPA’s
• Chartered Accountants
• Financial Professionals
• Sales, Marketing & Business Development Professionals

Growth Concepts uses their resources to make introductions of buyers and sellers in an environment that does not require a highly public posting of the business for sale, or public disclosure of the strategic moves of the buyer or investor. Please feel free to call Growth Concepts with your purchase/sale/funding project overview and we will be happy to work with you in areas where we might be able to assist.
 

Millennium Benefits Consulting, Inc.

Millennium Benefits Consulting is an employee benefit consulting and brokerage firm that was incorporated in 1998. We offer high touch, concrete consulting expertise. Unique to the industry, our partners and team members have depth of experience and diverse backgrounds that combine to make a powerful force. Our professional expertise stretches from national health plans, the recruiting industry, the human resources arena to a brokerage firm.

Trident Trust Fund Services

Trident offers U.S. and international fund sponsors an outsourced back office service supported by over thirty years experience of international corporate, trust and fund administration.

Trident’s fees are based on administration performed as opposed to fund size. In addition, an open platform of services is available.

V-Rooms

V-Rooms™ Virtual Data Rooms provide an online virtual data room solution, with pricing starting as low as $50/week, designed to make due diligence and document exchange quicker, simpler, and more secure. Whether client needs are M&A buy-side or sell-side due diligence, electronic PPM/PIPE document distribution, bankruptcy / restructuring, or project collaboration, V-Rooms provides a privately branded electronic data room (a V-Room) that enables clients to accelerate complex, information-intensive processes, while reducing the time and expenses associated with data distribution, courier, printing and travel.