Youssef Kabbaj has Answers to your Asset Management and Special Situations Funding Concerns Youssef Kabbaj, the Group Managing Director at Whitestones Ventures has a highly successful stint as a banker throughout his career. This former employee of Goldman Sachs, the American multinational investment bank and financial services company is MIT educated and specializes in Frontier Markets and Special Situations. He has served Goldman Sachs for nearly three years in two different leading roles. Special Situations in finance refer to the circumstances in which investors are compelled to buy a security based on the special situation created, not for some solid investment rationale. The investors can profit from the potential rise in valuation that the special situation presents to the investors. Typical special situations can arise from:
Tender offers Spinoffs Activism Market complexity Bankruptcy Capital structure dislocations, and Litigations
Executing alternative financing transactions Considered as event driven, special situation funds are a growing trend for alternative financing in the recent years. Youssef Kabbaj Goldman Sachs former banker has an extensive expertise in alternative finance and special situations, and through his boutique merchant bank Whitestones Ventures, Youssef and his team provides advisory services and act for special situation funds in relation to structuring, negotiating and executing alternative financing transactions. Their team is apt at developing bespoke capital solutions, spanning the spectrum of debt and equity tailored to the needs of individual and institutional investors. Whitestones Ventures act as trusted advisors with a deep understanding of the individual commercial needs of various businesses. They provide timely and robust advice to the clients and are quick to react to the changing commercial demands and business drivers. Successful career as a banker After his successful stint at Goldman Sachs, GLG Partners and Exotix where he built enough experience and expertise in frontier markets, alternative finance and hedge funds, Youssef Kabbaj and some of his
friends decided to start their own venture with a vision to provide advisory services at comparatively affordable costs to the investors who otherwise can’t afford the big brand names in the industry. Whitestones Ventures has been founded by Youssef Kabbaj Goldman Sachs former banker and few more seasoned bankers and strategy consultants from J P Morgan, Merrill Lynch, Goldman Sachs and Messier Partners. This global advisory and assets management firm has seen steady growth in its client base, thanks to the visionary zeal and expertise of Youssef Kabbaj and his team mates. Whitestones Ventures provides unbiased financial advisory with superior execution capabilities in various areas including financial restructuring, private capital raising and mergers and acquisitions. Asset management strategy Asset management is one of the fortes of Whitestones. People at the Whitestones Ventures utilize investors’ capital in stocks, bonds, private equity and more, and handle the investments according to a well-formulated investment strategy aimed to benefit the investors. The team works with client portfolios by considering various variables, such as risks and client’s unique circumstances. They select the positions as per the liquidity expectations of the clients and their income needs. Asset management strategies for small investors can involve the creation of pooled structures such as exchange-traded funds and mutual funds that can be managed with a single, centralized portfolio. At Whitestones Ventures, they work with a goal to substantially grow the client’s portfolio involving pension funds, financial intermediaries and net worth individuals. Conducting research and analysis Experts at the Whitestones Ventures conduct research and carry out statistical analysis of market trends to determine the investments to be avoided. Their asset managers find ways to maximize a company’s value by managing fixed and intangible assets to be more efficient and reliable. Get in touch with Whitestones Ventures for best advisory on frontier market investments, asset management, special situations, principal investments, restructuring and advisory, where Youssef Kabbaj and his teammates will help you to get the best returns from your investments with their expert advisory.