Syndication: Yesterday, Today, and Tomorrow Monitor Conference Series

A Free Livestream by Monitor

Syndication: Yesterday, Today, and Tomorrow

Monitor is excited to announce our next livestream, “Syndication: Yesterday, Today, and Tomorrow”! This livestream will take A deep dive into the trenches of the current syndication model in equipment finance. We’ll address the history of syndication in our industry, the current state, and the potential future. The livestream will discuss the opportunity to impact change in syndication, simplify the process and introduce operational effectiveness to the secondary market of equipment finance. We’ll address:

  • The current syndication process
  • Industry trends
  • Pain points faced in the marketplace
  • Resistance to change within the secondary market of equipment finance
  • Updating the transition model to compete in the digital age
  • Opportunities within the day to day operations of syndication
  • Solutions to solve the antiquated day to day model
  • The modern & future syndication process

Thursday, September 9, 2021

1:00 pm – 2:00 pm EST


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Register now! Can’t make the live event? No need to worry.
We will provide recordings to everyone who registers.

By registering for this conference, attendees authorize Monitor to share your contact information, including but not limited to your email address and telephone number, with sponsors. For more information please contact Terry Mulreany at terry.mulreany@monitordaily.com.

 

Moderator:



Vince Belcastro

Group Head, Syndications, Element Fleet Finance LLC

Vincent Belcastro is a senior banking executive with a diverse background in a wide array of sectors in commercial lending, risk analysis and valuations in both the middle market and the large corporate sectors. He has an entrepreneurial background with strong expertise in managing new business, operational and strategic platforms. This represents a unique background when coupled with strong credit risk management experience and processes. He has been successful in launching and managing several de-novo new business platforms within large financial institutions. He has also successfully consolidated both business platforms and portfolio acquisitions throughout his career. Currently, Belcastro is the group head Syndications at Element Fleet Finance, responsible for the build out and growth of a group that will focus on financing and sell side activities for structured equipment lending and leasing. Prior to this role Belcastro started a large-term lending business at Santander Bank where he served as Group Head of Equipment Finance. He spent a large part of his career at CIT Group and served in a variety of senior relationship management positions at Citibank. He is a member of Monitor’s Editorial Board.

 

Panelist:



Joel Zeller

Capital Markets Team at Verdant Commercial Capital

Joel Zeller is on the Capital Markets team at Verdant Commercial Capital where he manages the large-ticket sell desk. Joel has been in the finance industry since 2005. He started out in banking, and worked for several large banks (Chase and BMO) in retail, small business lending and special assets. His introduction to equipment finance came about in 2014 when he joined a small Midwest vendor-driven broker shop (Connext) that was a semi-captive for several prominent vendors in the machine tool and printing arenas as an all-purpose syndicator.

After cutting his teeth in equipment finance in a syndication role for three years, he took a position in the credit department at a mid-size independent finance and lease company (ENGS Commercial Finance) as a Senior Credit Analyst. Zeller underwrote primarily large-ticket transactions in the industrial and transportation industries for four years. He ended up managing the Industrial Credit team for his last year at ENGS before transitioning back to a syndication role at Verdant Commercial Capital. At Verdant, Zeller works with a team of about 20 sales reps in five industry verticals. His focus is on centralizing and organizing the syndication process for the Verdant team.

Zeller is married and has three children under the age of eight. He and his family live in Carmel, IN where both he and his wife grew up. His personal interests include Les Mills, golf, mountain biking and yard work.

 

Panelist:



Candace J. Reinhart, CLFP

Sr. Vice President of Operations and Syndications, CoreTech Leasing, Inc.

A Certified Lease and Finance Professional (CLFP), Candace Reinhart brings 25 years of experience in operational workflow management and a passion for the leasing industry. Reinhart joined CoreTech Leasing as the leader of the Operations and Syndications teams with the mission of driving growth in all aspects of the operation. She has worked in every element of the lease life cycle, and knows first-hand the challenges and responsibilities that come with each position. This insight enables her to bring empathy to building an empowered team that delivers creative solutions and outside-the-box thinking. As an active member of the industry, Reinhart keeps an eye fixed on the possibilities of the future, diving growth and industry impact by relentlessly pursuing what is best in the lease and finance industry for external clients, internal team members and the wide variety of bank, vendor and syndication partners.

 

Panelist:



Matt Green

Head of Equipment Finance / Head of Capital Markets, JP Morgan

Matthew Green is the Head of Equipment Finance at J.P. Morgan, where he is responsible for establishing the strategic vision and corporate partnership across all lines of business. Green previously managed a team of originators in the Midwest and Northeast as well as the Capital Markets team. Prior to his role in equipment finance, Green was co-founder of the middle market focused Syndicated Finance Group within J.P. Morgan’s Commercial Bank. He was responsible for originating, structuring, pricing and syndicating bank and institutional loans for middle-market clients.

Prior to joining J.P. Morgan in 2011, Green held numerous capital markets and distressed asset positions within BMO Capital Markets (Bank of Montreal). Most notably, he was part of BMO Capital Markel’s Distressed Asset Group where his team was responsible for analyzing the risk associated with the firm’s troubled credit portfolio during the Great Recession. Green has more than 18 years of experience in leasing, lending, portfolio management and debt capital markets.

Green holds a B.S. from DePaul University, where he majored in finance and marketing. He resides in Wheaton, IL with his wife, Sarah, and five children.

 

Panelist:



Dan Michalek

CEO & Founder, Syndifi

Dan Michalek is CEO and Founder of Syndifi, an online syndication platform built specifically for the equipment finance industry. Michalek is a seasoned technology leader and a serial entrepreneur, having started multiple companies with more than 25 years’ experience in the greater equipment leasing and data marketplaces. His startup acumen comes from the ability to recognize patterns, solve problems and create innovative business opportunities. Most notably, Michalek was CEO and founder of PayNet, a data analytics company that revolutionized and digitized the granting of credit within the equipment finance industry, which was acquired by Equifax. Michalek was also Founder and CEO of OpenMarkets, Inc., a technology company reinventing the healthcare equipment marketplace and Finance Exchange, a marketplace for Lenders, Borrowers and Equipment Vendors to transact efficiently in the cloud.

Earlier in his career, he was CEO and Founder of Connor Capital Corporation which specialized in setting up captive finance divisions for equipment manufacturers and distributors. Connor Capital was later sold to a publicly traded finance company where he stayed on board through the acquisition.

Prior to starting multiple companies, he spent time with both Citicorp and American Express in new divisions launching products such as American Express MoneyGram and Citicorp Express Money Services. Michalek was runner-up for the Ernst & Young Entrepreneur of the Year award and holds an MBA from Northwestern University’s Kellogg School and a BBA in Marketing from Texas Christian University.

Michalek resides in Chicago with his wife and five children.


 
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