CDO Software

CDO Software is a provider of cutting-edge management tools for portfolio managers, investors, trustees, risk managers and advisors in the credit markets.

The CDO Software application suite has been created to help clients better manage their deals and reduce the operational risks associated with unmanageable spreadsheets.

CDO Software’s tools integrate live pricing and rating feeds, rating agency models that run automatically, internal and external analytics models and investor reporting in one fully-audited environment. The platform seamlessly handles the capture, processing and reporting of tranche and underlying portfolio data, allowing users to analyse information from several perspectives. The tools give firms in the market a more transparent understanding of where the real value and risks lie and are robustly built to manage complex structures including synthetic and cash CDOs, CLOs as well as bonds, loans and CDS.

CDO Software’s management team have a wealth of experience in financial markets and have recently expanded their services to offer technical consulting and project management including data integration and tactical solutions. CDO Software is a partner for firms that are committed to applying technology to increase transparency, improve efficiency and stay competitive in the current financial markets.

Clayton

Founded in 1990, Clayton has been the leading independent provider of residential mortgage due diligence,credit support services and servicing oversight services. From that background we provide outsourced solutions, analytic services, and consulting support to banks, credit unions, mortgage servicers, mortgage investor, securities investors, and governement agencies, in the US and globally.

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.
 

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

JCF Consulting Inc. & JCF Capital Advisors, LLC

JCF is a combination capital advisory and management consulting firm with a network of angel capital, family office, venture capital, private equity, and institutional investors.

JCF’s advisory services and investor network enables clients to optimize the likelihood of funding and obtain the appropriate sources of capital at reasonable terms at the highest acceptable valuation. JCF works to minimize risk, uncertainty, and timing associated with the complex nature of funding new and emerging ventures.
 

Robin Hill Associates LLC

Robin Hill Associates is a third party, independent consulting company dedicated to providing our clients with clear, concise analysis and valuation of fixed income securities and loans.

We are experts in evaluating the credit exposure of Collateralized Debt Obligations, Residential and Commercial Mortgage Backed Securities, Asset Backed Securities and loans. Our team consists of structured finance professionals that have rated, structured and sold debt products world-wide.

Our team has a clear understanding of credit models that drive deals and the failures of existing models and structures. We can quickly dissect the investment profile of an individual structured finance asset or a portfolio of assets. In addition, we can apply various combinations of stress scenarios, providing investors with a strong confidence interval of expected returns.
 

RRMS Advisors, LLC

RRMS Advisors, LLC (RRMS) consists of an unbiased and experienced team of mortgage industry professionals. Having no legacy affiliations nor prior conflicts of interest, RRMS Advisors provides comprehensive strategies and solutions relating to exposures and opportunities associated with structured finance transactions supported by mortgages and mortgage-backed securities.

RRMS' experienced team of professionals includes a diversity of disciplines covering mortgage trading, valuation support, servicing oversight, transaction management, securitization, legal counsel and document review. The firm takes full pride in its services and its ability to provide clients with strategic advice and comprehensive solutions focused on meeting complex challenges of today’s market place. Critical expertise includes, but is not limited to understanding of bondholder rights and associated capital structures, impact of legislative enactments and legal perspectives of representations and warranties.
 

Trepp, LLC

Trepp, LLC is a source of risk assessment tools, information, analytics and technology to the global CMBS , commercial real estate lending and finance markets. Utilizing a large database of commercial real estate loans – over 100,000 distinct loans valued at more than $1 trillion – and sophisticated models, Trepp offers access to in-depth information for monitoring, pricing and analyzing commercial real estate loans. Trepp’s tools are delivered through the web and Bloomberg systems, and are utilized by over 600 institutional clients world-wide. The Federal Reserve Bank of New York selected Trepp as the collateral monitor for the Term Asset-Backed Securities Loan Facility (TALF) Program.

Trepp is a wholly owned subsidiary of DMG Information, which is a part of the Daily Mail Group, the largest media company in Britain.

Visit www.trepp.com for more information.
 

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. 

Another Financial Portal

Another Financial Portal is a daily newsletter dedicated to the structured finance market. AFP is not only a news source, but also includes a database of primary market issuance and a directory of structured finance personnel.

Creditflux

Creditflux is the leading independent information source worldwide for the rapidly evolving credit trading and investment market.

We publish a monthly newsletter, online daily news and comprehensive databases of CDOs and credit instruments. Creditflux has built up a loyal readership since 2001 and is the publication of choice of many market professionals including all types of investors, dealers, brokers, analysts and service providers.

We provide exclusive subscription only news and analysis for anyone who needs to know what is going on in these fast moving markets, as well as free educational information and a basic news service for registered users.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

Structured Credit Investor

Structured Credit Investor is the only dedicated news service designed for the buy-side bringing you a global viewpoint on all cash and synthetic structured credit products, including all ABS, credit derivatives, CDS indices and tranches, and CDO, CLO, CPPI, CPDO, DPI, SIV, CDPC products. Subscribers benefit from being kept up to date via daily Breaking News and SCI Bulletins and an in-depth weekly e-mail newsletter. Our aim is to put structured credit investors ahead of the game with our contacts, insight, and unique market understanding and interpretation of industry news.

SCI also offers conferences in London and New York, together with public and bespoke training courses

Xtract Research

Xtract Research is a fixed income research and data provider focused on covenant-oriented research for high-yield and convertible bonds as well as syndicated bank loans. Xtract Research’s team of finance attorneys reviews indentures and credit agreements and prepares in-depth reports to assist traders, analysts and portfolio managers in understanding the covenant package and potential issues. Xtract Research's clients consist of hedge funds, investment managers, insurance companies, private equity firms and investment banks.

ARAM Global LLP

ARAM Global LLP and its affiliates were founded to help holders of stranded assets maximise the recovery value over the most effective time horizon and is dedicated to the asset recovery business.

With offices in London, Singapore and New York, ARAM Global’s team of professionals bring expertise in a number of credit market sectors including corporate credit, structured credit (CDOs and CLOs), Emerging Market (EM) credits as well as asset backed securities (ABS) such as RMBS, CMBS and SLABS.

ARAM Global's solutions represent an alternative to both the in-house management of problem assets and the sale of assets to distressed asset buyers. Depending on the nature of the impaired assets, solutions can take the form of advising or providing investment management services to a Trust, managed account or dedicated vehicle for certain asset strategies.

The success of the asset recovery process relies on understanding the composition of stressed assets and managing them individually and as a pool towards the specific objective of maximising recovery. ARAM Global applies a range of portfolio management techniques derived from best practices of both the buy and sell side environments. ARAM’s clients are offered institutional client-focused servicing and reporting capabilities on an ongoing basis.

Axia Associates

Axia Associates is a boutique investment banking firm that offers corporate finance advisory services. The firm provides mergers and acquisitions, recapitalizations, restructuring, and private placement advisory services. Additionally, Axia offers merchant banking and consulting services. Axia's approach is to apply authoritative knowledge to provide value, in an efficient manner, with the commitment to pursue and realize values.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks 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.
 

JCF Consulting Inc. & JCF Capital Advisors, LLC

JCF is a combination capital advisory and management consulting firm with a network of angel capital, family office, venture capital, private equity, and institutional investors.

JCF’s advisory services and investor network enables clients to optimize the likelihood of funding and obtain the appropriate sources of capital at reasonable terms at the highest acceptable valuation. JCF works to minimize risk, uncertainty, and timing associated with the complex nature of funding new and emerging ventures.
 

Pine Lakes Capital LLC

Pine Lakes Capital LLC (“Pine Lakes”) is a quantitative advisory and consulting firm specializing in the field of structured finance. By leveraging Pine Lakes’ extensive experience with structured products, first-hand knowledge of various structures and asset managers, and the ability to conduct in-depth modeling and analytics, our clients have access to unbiased and independent views and are able to make informed and timely decisions. Included in the breadth of our services are asset-valuation, loss mitigation through restructuring or optimization, loss distribution analysis, and structural weakness analysis. In addition to the ability to quickly analyze an asset in question, Pine Lakes can also help recommend specific assets or provide strategic thoughts on various asset classes. Though macro-level portfolio analytics, Pine Lakes further assists in developing and achieving investment strategies and constructing target portfolios.

In addition, away from the pure structured finance field, Pine Lakes has the necessary tools to value cash-flowing receivables (both consumer and commercial) through the construction of default and loss curves which incorporate not only the historical data of the originator but also the specifics of the receivables. Our clients can utilize this to acquire pools of receivables or even specialty finance companies.
 

RRMS Advisors, LLC

RRMS Advisors, LLC (RRMS) consists of an unbiased and experienced team of mortgage industry professionals. Having no legacy affiliations nor prior conflicts of interest, RRMS Advisors provides comprehensive strategies and solutions relating to exposures and opportunities associated with structured finance transactions supported by mortgages and mortgage-backed securities.

RRMS' experienced team of professionals includes a diversity of disciplines covering mortgage trading, valuation support, servicing oversight, transaction management, securitization, legal counsel and document review. The firm takes full pride in its services and its ability to provide clients with strategic advice and comprehensive solutions focused on meeting complex challenges of today’s market place. Critical expertise includes, but is not limited to understanding of bondholder rights and associated capital structures, impact of legislative enactments and legal perspectives of representations and warranties.
 

Vertical Capital Solutions

Vertical Capital Solutions ("VCAP Solutions") provides independent valuation and advisory services across a wide array of fixed income assets; with specific focus on complex products in the loan, bond and derivative markets. The VCAP Solutions platform combines Vertical Capital's technology and analytics platform with a seasoned advisory team with experience in the valuation, risk management, and trading of complex loans and securities as well as derivatives.

VCAP Solutions’ team is supported by systems infrastructure developed by Vertical Capital over the previous 6 years to provide methodology for credit selection and risk management of structured products. This includes a portfolio analytics and risk management system STARS (Structuring, Trading, Analytics, Reporting and Surveillance) that provides a resource for valuation and risk analysis.

VCAP Solutions management team has held senior leadership roles at global banks, insurance companies, and asset management firms, with first hand experience in the risk management of loans and structured product portfolios.
 

ARAM Global LLP

ARAM Global LLP and its affiliates were founded to help holders of stranded assets maximise the recovery value over the most effective time horizon and is dedicated to the asset recovery business.

With offices in London, Singapore and New York, ARAM Global’s team of professionals bring expertise in a number of credit market sectors including corporate credit, structured credit (CDOs and CLOs), Emerging Market (EM) credits as well as asset backed securities (ABS) such as RMBS, CMBS and SLABS.

ARAM Global's solutions represent an alternative to both the in-house management of problem assets and the sale of assets to distressed asset buyers. Depending on the nature of the impaired assets, solutions can take the form of advising or providing investment management services to a Trust, managed account or dedicated vehicle for certain asset strategies.

The success of the asset recovery process relies on understanding the composition of stressed assets and managing them individually and as a pool towards the specific objective of maximising recovery. ARAM Global applies a range of portfolio management techniques derived from best practices of both the buy and sell side environments. ARAM’s clients are offered institutional client-focused servicing and reporting capabilities on an ongoing basis.

Clayton

Founded in 1990, Clayton has been the leading independent provider of residential mortgage due diligence,credit support services and servicing oversight services. From that background we provide outsourced solutions, analytic services, and consulting support to banks, credit unions, mortgage servicers, mortgage investor, securities investors, and governement agencies, in the US and globally.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

PF2 Securities Evaluations, Inc.

PF2 is a disinterested, third-party provider of CDO evaluations.

Our services are offered to pension funds, insurance companies, investment managers and other market participants who seek an unbiased opinion on the value of their CDO securities and their inherent risks, be they credit-related or document-driven.

Our CDO evaluations benefit from the high priority we afford to quantitative analysis, regularly adapting our modeling assumptions to reflect market developments and changing economic conditions.

Each CDO evaluation also reflects qualitative assessments including, for example, our opinion of collateral manager quality, our interpretation of ambiguous document terms and our view of asset management trends.

PF2's CDO evaluations draw upon several key sources of expertise:

• our experience analyzing structured finance securities, especially structuring, rating and investing in CDOs;
• our direct access to key market participants and to intelligence about market developments and the latest supply and trading levels;
• our surveillance of market research regarding both structured finance securities and the underlying assets securing them; and
• our knowledge of how structural developments in CDOs over time have affected CDO performance.

Pine Lakes Capital LLC

Pine Lakes Capital LLC (“Pine Lakes”) is a quantitative advisory and consulting firm specializing in the field of structured finance. By leveraging Pine Lakes’ extensive experience with structured products, first-hand knowledge of various structures and asset managers, and the ability to conduct in-depth modeling and analytics, our clients have access to unbiased and independent views and are able to make informed and timely decisions. Included in the breadth of our services are asset-valuation, loss mitigation through restructuring or optimization, loss distribution analysis, and structural weakness analysis. In addition to the ability to quickly analyze an asset in question, Pine Lakes can also help recommend specific assets or provide strategic thoughts on various asset classes. Though macro-level portfolio analytics, Pine Lakes further assists in developing and achieving investment strategies and constructing target portfolios.

In addition, away from the pure structured finance field, Pine Lakes has the necessary tools to value cash-flowing receivables (both consumer and commercial) through the construction of default and loss curves which incorporate not only the historical data of the originator but also the specifics of the receivables. Our clients can utilize this to acquire pools of receivables or even specialty finance companies.
 

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.

Robin Hill Associates LLC

Robin Hill Associates is a third party, independent consulting company dedicated to providing our clients with clear, concise analysis and valuation of fixed income securities and loans.

We are experts in evaluating the credit exposure of Collateralized Debt Obligations, Residential and Commercial Mortgage Backed Securities, Asset Backed Securities and loans. Our team consists of structured finance professionals that have rated, structured and sold debt products world-wide.

Our team has a clear understanding of credit models that drive deals and the failures of existing models and structures. We can quickly dissect the investment profile of an individual structured finance asset or a portfolio of assets. In addition, we can apply various combinations of stress scenarios, providing investors with a strong confidence interval of expected returns.
 

RRMS Advisors, LLC

RRMS Advisors, LLC (RRMS) consists of an unbiased and experienced team of mortgage industry professionals. Having no legacy affiliations nor prior conflicts of interest, RRMS Advisors provides comprehensive strategies and solutions relating to exposures and opportunities associated with structured finance transactions supported by mortgages and mortgage-backed securities.

RRMS' experienced team of professionals includes a diversity of disciplines covering mortgage trading, valuation support, servicing oversight, transaction management, securitization, legal counsel and document review. The firm takes full pride in its services and its ability to provide clients with strategic advice and comprehensive solutions focused on meeting complex challenges of today’s market place. Critical expertise includes, but is not limited to understanding of bondholder rights and associated capital structures, impact of legislative enactments and legal perspectives of representations and warranties.
 

Vertical Capital Solutions

Vertical Capital Solutions ("VCAP Solutions") provides independent valuation and advisory services across a wide array of fixed income assets; with specific focus on complex products in the loan, bond and derivative markets. The VCAP Solutions platform combines Vertical Capital's technology and analytics platform with a seasoned advisory team with experience in the valuation, risk management, and trading of complex loans and securities as well as derivatives.

VCAP Solutions’ team is supported by systems infrastructure developed by Vertical Capital over the previous 6 years to provide methodology for credit selection and risk management of structured products. This includes a portfolio analytics and risk management system STARS (Structuring, Trading, Analytics, Reporting and Surveillance) that provides a resource for valuation and risk analysis.

VCAP Solutions management team has held senior leadership roles at global banks, insurance companies, and asset management firms, with first hand experience in the risk management of loans and structured product portfolios.
 

Cortland Capital Market Services

Cortland provides asset servicing, fund administration, securitization administration and middle/back-office outsourcing solutions to financial institutions, asset managers and advisors. Headquartered in Chicago, Illinois, Cortland is managed by financial professionals, averaging over 10 years of commercial banking and capital markets experience. Cortland specializes in syndicated bank loans, commercial and residential real estate, asset-backed securities, CDOs/CLOs, and esoteric assets.

Data Discoverers

Have a new project that requires a temporary task force? Crowdsourcing allows you to instantly have workers when you need them and to disband them when you don’t. Data Discoverers is able to manage crowdsourcing platforms which give their clients access to a large, flexible, and affordable workforce.

Data Discoverers is a start-up founded by four entrepreneurial students from NYU's Stern Business School. Coming from diverse backgrounds and experiences, they provide data services to companies across industry.

This diverse portfolio of clients and services offered includes anything from lead generation for insurance companies to gathering information on investment advisors for hedge funds.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks 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.