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Jeff Kaplan personal email
As a finance leader, I leverage my experience in bankruptcy, special situations investing, corporate credit analysis, and portfolio management to execute quality deals. I’ve acquired deep industry knowledge spanning private and public credit, equity, and real estate trades and have a robust Wall Street background. This industry expertise combined with my capability to strategically assess key components of financial products and capital/corporate structures enables me to act decisively – moving forward quickly to craft, execute, and negotiate profitable deals or refining my focus to search for another strong opportunity. I seamlessly blend the more quantitative aspects of my role with my leadership capabilities to connect with stakeholders and build relationships essential to driving new business. I also excel in guiding successful negotiations, overseeing modeling, leading presentations, and am a strong public speaker. I thrived while working remotely for more than a year during the pandemic.EXPANDING OPERATIONS BY ADDRESSING CHANGING MARKET NEEDS Throughout my career, I’ve excelled at identifying opportunities to expand business while simultaneously adapting as market needs evolved. While in my current role, I surged upside income 229% in just 2 years even as bankruptcy filings slowed – successfully positioning the firm as a leader in the bankruptcy space. This drove significant new business as professionals began reaching out to me about potential opportunities.Earlier, I founded a business consulting firm to connect institutional capital providers to hard money / bridge lenders that achieved sustainable profitability within its first year. I subsequently doubled revenue. During the mortgage crisis, I led a PE startup guiding distressed residential whole loan acquisitions and mortgage special servicing that rapidly expanded to 17 states, driving staff growth from 2 to 200+ and facilitating business nationwide. After joining a start-up hedge fund firm as a senior credit analyst, I innovated solutions for major clients, building a solid reputation in the distressed debt space. Early in my career, I worked at Elliott Associates, L.P. and Moody’s Investors Service. I earned an MBA in Finance from NYU’s Stern School of Business, and a BA in Economics from Tufts University. SPECIALTIESCorporate Bankruptcy | Risk Assessment | Deal Structuring | Corporate Credit Analysis | Portfolio Management | Credit Risk Management | Capital Markets | Public Speaking jeff[at]jeffrey-kaplan[dot]com
Crg Financial, Llc
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Director, Distressed Debt And Claims Analytics | Bankruptcy | Business GrowthCrg Financial, Llc Feb 2020 - PresentI identify Chapter 11/7 and CCAA debtors for potential investment opportunities. Additionally, I evaluate debtors' capital and corporate structures as well as private and public valuations to target purchase opportunities; and seek to maximize returns by making purchase recommendations to buy-side traders. I successfully worked remotely during my first 18 months in this role.𝗦𝘂𝗿𝗴𝗲𝗱 𝗯𝗼𝘁𝗵 𝗶𝗻𝗰𝗼𝗺𝗲 & 𝗱𝗲𝗯𝘁𝗼𝗿 𝘁𝗿𝗮𝗱𝗲𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟮𝟬𝟬%.► Increased upside income 229% YOY in just 2 years by leveraging extensive skillset in distressed debt to remain active despite slowdown in large bankruptcy filings in 2021.► Garnered new business after actively expanding network in bankruptcy / distressed space. Built connections that drove professionals to proactively reach out to the firm about potential deals.► Surged profitable debtor trades 216% in one year. Identified additional buying opportunities in general unsecured / trade space while continually expanding knowledge and nuances of bankruptcy process.► Established firm as leader in bankruptcy space. Achieved leadership role on Unsecured Creditor’s Committee that contributed to additional business.
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Founder & Managing Member | Revenue Growth | Capital FundingSignat Capital Llc Jan 2012 - Feb 2020New York, Ny, UsAs founder, I launched this company to introduce institutional capital providers to hard money / bridge lenders, and regularly presented new bridge loan investment opportunities to institutional participants and lenders. I produced outsourced financial modeling and assessed distressed credit and special situations for hedge funds, PE funds, bridge lenders, and family offices. 𝗗𝗼𝘂𝗯𝗹𝗲𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗯𝘆 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗰𝗿𝗲𝗱𝗶𝘁 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲.► Achieved sustainable profitability within first year. Ultimately doubled business revenue during tenure.► Diversified firm offerings to drive sustainability with the launch of banking & money management training for financial professionals. -
Ceo | Operational Leadership | Private EquityNational Asset Direct, Inc. Feb 2008 - May 2011I took on leadership of the startup distressed residential loan acquisition & servicing company that I structured during my tenure at DellaCamera. I successfully guided domestic operations from New York, leading offices based in Dallas and San Diego. 𝗚𝘂𝗶𝗱𝗲𝗱 𝘀𝘁𝗮𝗳𝗳 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 𝗳𝗿𝗼𝗺 𝟮 𝘁𝗼 𝟮𝟬𝟬+ 𝗶𝗻 𝟭𝟳 𝘀𝘁𝗮𝘁𝗲𝘀.► Created and led DellaCamera’s private equity company startup to leverage disruption in residential mortgage market. ► Acquired profitable lender to offer comprehensive market services (mortgage servicing, REO, residential lending).
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Senior Credit Analyst | Management | Bridge LoansDellacamera Capital Management, Llc Feb 2006 - Feb 2008Rye Brook, Ny, UsI was recruited to join this start-up hedge fund firm to guide the analysis, pricing, and purchase of distressed assets. I represented the firm on ad hoc creditors’ committees and presented buy/sell decisions. I also led 2 analysts.𝗣𝗹𝗮𝘆𝗲𝗱 𝗸𝗲𝘆 𝗿𝗼𝗹𝗲 𝗶𝗻 𝗹𝗮𝘂𝗻𝗰𝗵 𝗼𝗳 𝗮 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝘁𝗵𝗮𝘁 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲𝗱 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻 𝗶𝗻 𝗺𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗺𝗮𝗿𝗸𝗲𝘁.► Positioned firm as leader in distressed debt while guiding ad hoc creditor’s committees. Developed solutions to favorably resolve situations for bankrupt supermarket chain and a residential resort planned community developer.► Established bridge lending business to support multi-strategy investment goals. ► Directed creation of investment vehicle to align with National Asset Direct, guiding the purchase of $250M principal amount of distressed / defaulted residential mortgages. -
Principal & Senior Credit Analyst | Management | Hedge FundsMariner Investment Group / Tricadia Capital Jan 2004 - Feb 2006I generated trading ideas in North American public and private corporate credits as a generalist for a multi-strategy hedge fund and CDO manager. I implemented credit flatteners/steepeners, long/short, and capital structure arbitrage positions in the cash and synthetic markets across products, including bank debt, bridge loans, credit default swaps (CDS), and total return swaps. 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 & 𝗼𝘃𝗲𝗿𝘀𝗮𝘄 𝗿𝗶𝘀𝗸 𝗮𝗰𝗿𝗼𝘀𝘀 𝟮𝟬𝟬+ 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗰𝗿𝗲𝗱𝗶𝘁𝘀 𝗳𝗼𝗿 𝗖𝗗𝗢^𝟮.► Selected and placed 200+ corporate credits in a synthetic CDO^2 that was later sold for significant profit. Introduced and presented the fund manager to US-based and international credit investors on 10-day, 10-country capital raise with Citigroup as the lead investment banker.Earlier roles included Senior Credit Analyst at Promethean Investment Group; CFO and Senior Credit Analyst at Spectrum Group, LLC; and Junior Portfolio Manager at Elliott Management Corp.
Jeff Kaplan Skills
Jeff Kaplan Education Details
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Nyu Stern School Of BusinessFinance -
Tufts UniversityEconomics -
Moody'S Analytics And Fitch LearningAdvanced Corp. Credit Analysis
Frequently Asked Questions about Jeff Kaplan
What company does Jeff Kaplan work for?
Jeff Kaplan works for Crg Financial, Llc
What is Jeff Kaplan's role at the current company?
Jeff Kaplan's current role is Financial Leader: Senior Credit Analyst & Portfolio Manager | Corporate Bankruptcy | Special Situations Investing | Risk Assessment | Deal Structuring | Leveraging extensive industry expertise to assess quality deals..
What is Jeff Kaplan's email address?
Jeff Kaplan's email address is je****@****ape.net
What schools did Jeff Kaplan attend?
Jeff Kaplan attended Nyu Stern School Of Business, Tufts University, Moody's Analytics And Fitch Learning.
What are some of Jeff Kaplan's interests?
Jeff Kaplan has interest in Golf, Travel, Tennis.
What skills is Jeff Kaplan known for?
Jeff Kaplan has skills like Hedge Funds, Private Equity, Structured Finance, Equities, Investments, Portfolio Management, Credit, Leveraged Finance, Capital Markets, Alternative Investments, Trading, Mergers And Acquisitions.
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