PORTFOLIO - Private Credit (Webinar)
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PORTFOLIO - Private Credit (Webinar)

When: Wednesday, July 15, 2020
3:00 p.m. - 4:00 p.m.
Where: Live Webinar
United States

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PORTFOLIO - Private Credit

PORTFOLIO is a series of webinars between May and July that will showcase much of the content and many of the speakers scheduled for the in-person PORTFOLIO 2020 Conference, which was cancelled due to the COVID-19 pandemic.

In this webinar, the panelists will explore the many alternatives for investment, avoiding areas experiences high risk, and how to secure attractive yield with downside protection.

This event is offered in partnership with CFA Society Los Angeles.


CFA Society San Francisco Members - Click here to request a discount code prior to registering!


Douglas Monticciolo - Chief Executive Officer, Chief Investment Officer, Co-Founder, Brevet Capital Management

Douglas Monticciolo is Chief Executive Officer, Chief Investment Officer and Co-Founder of Brevet Capital Management. Mr. Monticciolo founded Brevet Capital Management in 1998. He began his career at Goldman Sachs in the financial institution’s industry resource group where he specialized in investment banking and principal finance trading. He currently serves on the Board of Directors of Hope for New York and is a Board Member of the Young Presidents Organization (YPO) Gotham Chapter.
Mr. Monticciolo received a Master of Engineering Sciences degree in Applied Mathematics from Columbia University. He also graduated from the State University of New York at Stony Brook with an M.S. in Applied Mathematics and earned a B.S. in Applied Mathematics and Computer Science.

Alexander Schoenbaum- Co-Founder, CrowdOut Capital

Alexander Schoenbaum  is the co-founder of CrowdOut Capital. Previously, Alexander founded Swift Estate Capital, and he also worked at Blue Sage Capital, a middle market private equity and debt firm. Currently, he coaches youth soccer and serves on the board of the Anti-Defamation League’s Austin region, as well as the Capital of Texas Media Foundation. Alexander received a Bachelor of Science in Business Administration degree in Finance, International Business, and Political Science from Washington University in St. Louis and is a graduate of the KPMG / University of Michigan Ross School of Business QuantumShift program for for CEOs running successful, high-growth private companies. 

Alan C. Snyder- Managing General Partner, Shinnecock Partners

Alan C. Snyder is the Managing General Partner of Shinnecock Partners. Alan was the Founder and non-Executive Board Chairman of Snap Insurance LLC; the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center; CEO of Aurora National Life Assurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation, a $20 billion life holding company; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). He is the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Mr. Snyder is a graduate of Georgetown University (WSJ Scholar) and Harvard Business School


Bob Elsasser- Principal, Co-Founder, Variant

Bob Elsasser is a principal and co-founder of Variant with over 26 years of experience in the industry. Prior to founding Variant, Bob was the Director of Fixed Income Research at CTC | myCFO. Before joining the organization in 2006, Bob was the Senior Vice President of Fixed Income and Foreign Exchange at the Federal Reserve Bank of New York. Bob received his BA in Finance from the University of Washington and his MBA in Finance from New York University.






CFA Society San Francisco Members - Click here to request a discount code prior to registering!


This event qualifies for 1 hour of continuing education credit for CFA charterholders.

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