KBR Capital Partners Announces Strategic Expansion As Daniel Oschin Joins Executive Leadership


New York, NY (Vocus/PRWEB) February 24, 2011

New York and Palo Alto based KBR Capital Partners, an innovative alternative investments company, has implemented the next phase of its multi-dimensional tactical plan that is methodically designed to take advantage of anomalous opportunities which result from paradigm shifts in the investment landscape. With the addition of Daniel Oschin as Managing Director, KBR has added one of the industry’s most respected, progressive and knowledgeable leaders to its team. Mr. Oschin, a veteran of the securities and commercial real estate industries, will develop new programs and strategies designed to enhance and expand the company’s capital formation platforms and channels, while cultivating pioneering models that will diversify and augment KBRs brand and enterprise.

Mr. Oschin has led a prestigious multifaceted career that includes experience and ownership in development, acquisition, property and asset management, redevelopment, divestment and syndication of more than $ 500 million in commercial property investments. As a leader in the securitized real estate market, he has been instrumental in the development, release, marketing and distribution of more than 100 direct investment offerings, and has also been responsible for equity procurement resulting in more than $ 2 billion in securitized real estate investments. As President-Elect of the Real Estate Investment Securities Association (REISA), a national alternative investments capital formation organization representing more than 18,000 constituents, Mr. Oschin is on the forefront of issues and developments in the securities and real estate arenas.

KBR vision and philosophy is based on a collaborative model that leverages the strengths of its principals, team members and best-in-class partners to bring what we believe are high quality and equitably structured alternative investments to our investors. KBR has co-invested in each of our programs and kept its offering costs as low as possible. We endeavour to maintain alignment of interests with our investors and to be incentivized based on the success of our programs, said Vinay Kumar, Managing Partner of KBR Capital Partners. As we enter the rapid growth stage of our business, we need strong leadership that has the demonstrated aptitude to develop a dynamic strategy, assemble a highly effective team, execute efficiently, and produce exceptional results for our investors and company. We believe that Daniel brings these qualities and much more to KBR.

The landscape of alternative investments and the overall markets are shifting into a new paradigm. As part of that change, the industry is demanding product providers that are financially secure, forward thinking, multi-dimensional, and sensitive to the needs of the marketplace, while providing support, education, and transparency. This is a challenging combination of qualifications to find in one company. KBR brings together and offers these attributes with a methodology that is rare”, commented Mr. Oschin. “I was fortunate to be introduced to KBR early in their development and I am excited to be a part of this remarkable team. I believe their vision will help to change the industry for the better and will provide investors with unique and worthwhile opportunities.”

Mr. Oschin was honored with the ACE Award (A Champion of Excellence) in 2009, presented by the Real Estate Investment Securities Association (REISA) for outstanding leadership and service to the association and the real estate securities industry. He is currently President-Elect of the REISA Board of Directors.

About KBR Capital Partners

KBR Capital Partners is an innovative national private equity firm and provider of alternative investments specializing in delivering quality investment opportunities to accredited individuals and institutional investors. KBR’s programs feature opportuni

Former Freddie Mac Executive Vice President & Chief Credit Officer Joins the Collingwood Group as Senior Advisor

Washington, DC (PRWEB) October 18, 2011

The Collingwood Group announced today that it has retained Ray Romano as Senior Advisor, working with the Collingwood Group to bring his unique expertise and executive leadership in the areas of risk management for consumer and multi-family mortgage products. Romano is a mortgage finance industry veteran with more than 26 years of wide-ranging experience in the areas of credit risk, operations risk, mortgage servicing, financial management, strategic planning, and capital markets. In his new role, Romano will work with The Collingwood Group to further help clients navigate the business opportunities that exist in Washington as a result of the housing crisis.

Romano has a lengthy and distinguished background in Financial Services. Most recently he served as executive vice president and chief credit officer at Freddie Mac. Prior to joining Freddie Mac, where he began as senior vice president of Credit Risk Oversight, Romano held executive level positions with Washington Mutual (SVP chief credit and risk management officer Home Loans Group), North American Mortgage Company (SVP chief credit & compliance officer, Mortgage Banking), and Dime Savings Bank of New York, FSB (VP director of Underwriting Operations). Early in his career, he was assistant manager of CitiCorps North American Investment Bank in New York and Assistant Supervisor, Residential Lending Operations with The Dime Savings Bank of New York, FSB.

Ray brings strong leadership and valued expertise in an area that is highly needed in todays mortgage market, said Brian Montgomery, vice chairman of The Collingwood Group. His involvement with our firm will supplement our already wide range of proficiencies in assisting our financial services clientele.

Tim Rood, a partner with The Collingwood Group, agrees. We are delighted to welcome Ray to The Collingwood Group team. His vast experience in risk and credit management will help us to even further enhance the benefits that The Collingwood Group brings to our clients.

Romano received his Bachelors Degree in finance and economics from Long Island University.

About The Collingwood Group

The Collingwood Group (http://www.collingwoodllc.com) is a Washington, DC-based business advisory firm focused on growing clients businesses, promoting revenue growth and increasing investment returns. The firm is led by Joe Murin, former President and CEO of Ginnie Mae, and Brian Montgomery, former Assistant Secretary for Housing and Federal Housing Commissioner. Both played major roles in the federal governments efforts to address the nations financial crisis and restore stability and liquidity to financial markets. The firms expertise spans all aspects of Agency, non-Agency and FHA/VA housing financing programs; Ginnie Mae securitization activities; domestic and international secondary market activities and issues; primary and special servicing; full asset lifecycle vendor and talent management; and all elements of portfolio due diligence, acquisition, property management and asset disposition.

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Holtmeyer & Monson Appoints Executive Vice President and Vice President


Memphis, TN (PRWEB) October 25, 2011

Holtmeyer & Monson announced today two key executive appointments. The company has promoted Penny Newbauer to the position of executive vice president and has hired Josh Miller as vice president to play integral roles in driving and strategically supporting the companys ongoing expansion. Holtmeyer & Monson has experienced a 30 percent increase in Small Business Association (SBA) loan closings since this time last year and has recently added eight more banks to its client roster.

After building an extensive career in corporate business and the financial services industry, Ms. Newbauer joined Holtmeyer & Monson in 2006 as vice president and national servicing manager. She has been responsible for providing guidance in the proper preparation of closing documents for SBA loans, as well as 1502 reporting, payment setup and processing and the development of servicing requests for SBA and Colson approvals since that time. In this expanded role as executive vice president, Ms. Newbauer will manage the companys overall loan servicing function as well as portfolio management and compliance.

Mr. Miller has joined the company from Paragon National Bank in Memphis where he was a vice president. For more than a decade, he has served in various commercial finance capacities. As vice president at Holtmeyer & Monson, he will manage all aspects of the companys lender account relationships across the country.

Endorsed by the Independent Community Bankers of America (ICBA), Holtmeyer & Monson offers the full spectrum of SBA lending services from training staff and loan application and closing services, to securitization and sale to the secondary market and portfolio servicing. The company enables banks to extend much needed capital to small business borrowers; at the same time, freeing the institutions from the complexities and inherent bureaucracy associated with SBA lending. Holtmeyer & Monsons unique fee structure enables banks to generate a great deal of income without incurring net costs because fees are capitalized right into a borrowers loan.

Within three months of forging our partnership with Holtmeyer & Monson this year, we efficiently closed or received agency approval for five SBA loans, said Charles Ruyle, EVP/Operations Director at Citizens Bank of Rogersville in Missouri. The first three generated non-interest fee income equal to what we would normally achieve in two years from other sources. Holtmeyer & Monson has been very key to our success with some fairly complicated SBA lending requirements; we are now not only able to fulfill the needs of local businesses, but also capture an alternative source of revenue.

Penny and Josh are skilled bankers, but even more importantly, they understand the nuances of SBA lending and what it takes to bring these loan opportunities to a successful close for clients, like Citizens Bank of Rogersville, said Arne Monson, president and co-founder, Holtmeyer & Monson. Their contributions will be instrumental in moving the company forward and helping us to continue providing highly specialized services that enable banks to enhance their profitability through government-guaranteed lending.

About Holtmeyer & Monson

Holtmeyer & Monson provides banks with comprehensive, out-of-house services and the high level of expertise required for SBA lending. The Company helps community banks offer small businesses access to capital while benefitting from a highly lucrative source of fee income. Holtmeyer & Monson covers every stage of the process from loan packaging and closing, to securitization and sale, through portfolio servicing. Based on its full-service capabilities and credibility, banks can be confident that their SBA lending credits will be handled expertly, efficiently and with the highest levels of safety and soundness. Visit http://www.holtandmon.com for more information and subscribe to our bi-monthly newsletter, SBA Lending Matters.

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