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Panelists at Commerce Street Investment Conference Advise Focusing on Fundamentals When Investing
Among the predictions – the Fed will raise rates; retailers need to have an omni-channel presence; higher prices are changing how private equity firms do business and strategies for alternative investments, portfolio allocation and energy.
By: Westmount Realty Capital
Dory Wiley, President and CEO at Commerce Street Holdings, welcomed a sold-out crowd to the Commerce Street Investment Conference, which has partnered with SMU for five years.
Reflecting on the state of the economy 30 years after Black Friday, Danielle DiMartino Booth, author of "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America" said, "Thirty years later in the wake of one speculative boom and subsequent bust, I'm afraid to say that we have not learned nearly enough. It is not the creation of debt that makes a lasting impact on economic prosperity, rather its investment in the future that promises to retain its value for generations to come."
A panel discussing real estate investment strategies offered positive retail predictions. Jeff Deweese, President of Lincoln Retail REIT Services at Lincoln Property Company (http://www.lpc.com/
A private equity panel, moderated by Bruce Ingram, Partner at Aon plc (http://www.aon.com/
Executive leaders from Commerce Street Holdings also shared their best investing ideas. Eugene Urcan, Managing Director at Commerce Street Capital, advised in investing in public funds that participate in the junior debt/high yield market; Carla Brooks, Managing Director at Commerce Street Investment Management, shared an opportunity to invest in nano and micro-cap financial institutions and George Kirchway, Managing Director at Commerce Street Investment Management, advised investing in industrial warehouses via a limited partnership or joint venture.
Giving the keynote address, John Phelan, Co-Managing Partner and Co-Founder of MSD Capital, L.P. (https://www.msdcapital.com/)
Daniel Eagan, Director at Hirtle, Callaghan & Co. (http://www.hirtlecallaghan.com/)
When asked if the Fed would raise interest rates, all of the panelists agreed that interest rates would rise. "From a banking view, the economy is strong enough," Baxter noted.
Participants on a panel discussing energy, moderated by William Meyer, President of Midland-based Energy Related Properties (http://www.erpfunds.com/)
Wrapping up the conference, John Sitilides, Principal at Trilogy Advisors, LLC (http://www.trilogyadvisors.net/)
About Commerce Street Holdings
Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities:
Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: Mergers & Acquisitions, Recapitalizations, Private Placement of Debt & Equity, Regulatory Advisory, Valuations & Fairness Opinions, Community Bank Capital Markets Services, Small Business Investment Company ("SBIC") Fund Raising, Corporate & Real Estate Finance, Due Diligence Services.
Commerce Street Investment Advisor ("CSIA"), dba Commerce Street Investment Management ("CSIM"), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions.
This press release is for information purposes only and does not constitute a solicitation or offer by Commerce Street Investment Management to buy or sell any securities, futures, options, foreign exchange or other financial instrument or to provide any investment advice or service.
Krystal Morris, Dala Communications for Westmount.