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Now On Demand
Learn how private credit investments differ between the broad market and the lower middle-market and how this can potentially benefit portfolios.
Brett Hickey, Founder & CEO of Star Mountain Capital, will be interviewed by Bill Landes, Partner of Convergency Partners.
Topics will include:
- The Differentiated U.S. Lower Middle-Market Private Credit Space Featuring Potentially:
- Higher Total Returns, Including Tax-Advantaged Equity Upside, Insulated from the Yield Compression of the Larger Markets
- Stronger Capital Protection Through Low Leverage, Robust Legal Agreements and Comprehensive Covenants
- Low Correlation to Broader Markets Through Senior Secured Lending to Established Companies
- Positive Supply/Demand Dynamics Making U.S. Lower Middle-Market Private Credit Compelling for Value Added-Lenders like Star Mountain Capital Lower Middle-Market Capital Corp Private BDC
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Brett Hickey has 20+ years of U.S. lower middle-market private investing and investment banking experience. He has completed over 200 private equity, private credit and secondary fund investments.
Mr. Hickey is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm with approximately 100 employees, making loans, private equity investments and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain is routinely recognized as one of the Best Places to Work by Crain’s and Pensions & Investments.
Mr. Hickey previously worked as an Investment Banker within the Financial Institutions Group at Citigroup Global Markets in New York City (formerly known as Salomon Smith Barney). He graduated with Distinction from McGill University in Canada with a Bachelor of Commerce degree in Finance and Accounting. He is an alumnus of Harvard Business School’s Owner, President / Manager executive training and management program.
Board positions include Harvard Alumni Entrepreneurs, YMCA of Greenwich, and Star Mountain Charitable Foundation, focused on job creation (including for veterans, women and athletes), economic development and health & wellness. He is a member of YPO (since 2008) and Chief Executive Organization. |
Bill has had a distinguished 38-year career in the investment industry involving the management of global asset allocation, global currency, and US fixed income portfolios. He has also managed a macro multi-strategy hedge fund and was responsible for one of the largest buy-side investment research organizations. Bill is a recognized leader in the OCIO business.
Most recently, Bill was a part of the Columbia Threadneedle Investments leadership team where he was global Co-head of the OCIO and Fiduciary Management businesses. Prior to taking on the Global OCIO role, he was Global Head of Investment Solutions and US OCIO, an investment capability that eventually grew to $100 billion of AUM. As head of Global Investment Solutions, Bill was responsible for a group that built custom portfolios across a global client base. During that time, Bill also had responsibility for overseeing US Institutional sales. Prior to his role running Global Investment Solutions, Bill was Head of Columbia’s alternative investments business.
The majority of Bill’s career was spent at Putnam investments, from 1985-2004. In his early years at Putnam, Bill was a derivative strategist within the US fixed income group and managed large scale fixed income portfolios. While at Putnam, Bill’s team launched one of the industry’s first global asset allocation mutual funds and became an industry leader in management of institutional global asset allocation and global currency portfolios. Bill was also responsible for Putnam’s equity and credit research capability including quantitative and fundamental research. At the time, Putnam had one of the largest global research organizations in the industry.
Bill completed his PhD in finance and was a member of two major US university finance faculties.
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