EPISODE · Feb 27, 2024 · 47 MIN
Commercial Lending and Investment with Merryweather Group Capital's Jamie Shulman
from Alt Funds Network · host Jamie Shulman, Mike Schroeder, Skyler Steinke
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Jamie:LinkedIn: https://www.linkedin.com/company/meriwether-group-capital/Website: https://www.meriwethergroupcapital.com/ Timestamps:00:00 Introduction and Guest Background01:09 Identifying a Market Gap in Lending02:10 Understanding the Borrower Profile03:51 Why Banks Avoid Certain Loans04:27 The Underwriting Process06:04 Market Opportunities and Trends09:02 Connecting with Potential Borrowers11:00 Loan Terms and Rates18:05 Addressing Misconceptions and Risks22:12 The Importance of Financial Reporting24:43 Discussing Bad Deals and Portfolio Quality26:16 Transitioning to the Investor Side of Business26:20 Exploring the Fund Structure and Capital Raising27:05 Understanding the Fund's Investment Strategy28:06 Challenges and Strategies in Capital Raising29:49 Addressing Investor Concerns and Comparisons33:03 Discussing the Evergreen Structure and Investor Redemptions43:52 Exploring Opportunities and Challenges in the Macro Space44:59 Final Thoughts and Closing Remarks Disclaimer-Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Jamie Shulman, a professional in the commercial lending industry, shares his journey in the industry, his experiences and the establishment of his firm Merryweather Group Capital. Merryweather Group Capital specializes in lending to small businesses who are credit-worthy but sit outside traditional banks' credit criteria. Shulman also explains their lending process, which involves rigorous underwriting and monitoring of loans, coupled with creative structuring for each borrower. He discusses the important role of supporting the entrepreneurial spirit, investing in profitable or cash flow positive companies, and ensuring the reliability of access to capital. Furthermore, Shulman also shares insights on the lending industry as a whole, the challenges with raising capital and the increasing importance of private credit. He highlights the importance of a balanced and fair approach to dealing with clients and the possibility of discussing flexible payment terms with potential investors.
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Commercial Lending and Investment with Merryweather Group Capital's Jamie Shulman
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