Making the most of special situations and distressed debt investing with Youssef Kabbaj Special situation indicates an event that does not occur regularly or in common situations. A special situation refers to specific circumstances involving a security that makes the investors buy a security based on the special situation, rather than the underlying fundamentals of the security. A special situation can emerge in any industry at any point of an economic cycle. Special situations investing opportunities can emerge from various scenarios, such as:
Mergers & acquisitions Spinsoffs Distress Bankruptcy Dislocations Capital structure Litigation, or
Just from the complexity of the market that are hard for most of the investors to understand. Most investors are not equipped to handle anything out of ordinary and avoid special situations as they require deep understanding and expertise of the market dynamics and investment scenarios. It’s here that the expertise of seasoned bankers like Youssef Kabbaj Goldman Sachs former strategist come into play. Youssef has gained enough expertise in special situations investing by working at the world’s leading investment banking firm Goldman Sachs, and also at Man GLG and Exotix
Youssef Kabbaj Goldman Sachs former strategist is currently working as the Managing Director at the Whitestones Partners where he helps the investors in special situations investing. Special situations may present the opportunities where quick action is necessary. Similarly, spinoffs can present a fine investment opportunity due to its opacity and strong selling pressure. Opacity makes it hard for the market to properly value spinoffs and their prices tend to remain low than the market average. Profits from the potential rise in valuation Youssef Kabnaj Goldman Sachs former strategist who specializes in special situations investing attempts to earn profits for the investors from the potential rise in valuation that the special situation presents. Special situations investments are most visible with equities. Youssef Kabbaj Goldman Sachs former strategist can help you with making control-oriented debt and equity investments in various markets with an element of dysfunction and distress. Opportunities for upside protection and investing across capital structures At the Whitestones Ventures, Youssef Kabbaj Goldman Sachs former strategist and his team specializes in special situations investing in debt and equity in the companies that offer downside protection with opportunities for substantial upside protection. Youssef Kabbaj and his teammates at the Whitestones Ventures make use of advanced analytics to analyze subordinated debt securities to look for mispricing to take advantage of private placements in a distressed company. He employs special situation strategies to invest across capital structures, by making direct equity investments in distressed businesses. The strategy need not necessary rely on distressed macro environment; it rather relies on situational distress of a company or industry. Distress debt investing When a business is being liquidated, it offers a good opportunity for special situations investing in the form of distress debt investing. The bond holders may not know how much of the value exists in the business assets in such situations. Some debts may have assets’ backing, while there could be some bonds that are
more seniors than others. There could be additional uncertainties related to litigation outcomes, causing the debt instruments to be sold at high discounts, and thus offering excellent special situations investment opportunity to the investors. Get in touch with Youssef Kabbaj Goldman Sachs former strategist to discuss what all special situations investing opportunities you can make good use of. Visit: https://youssefkabbaj.info/ https://aboutyoussefkabbaj.com/