Joel Hornstein

Joel Hornstein Email and Phone Number

Managing Partner @ MarketClear Utility Capital
Chapel Hill, NC, US
Joel Hornstein's Location
Chapel Hill, North Carolina, United States, United States
Joel Hornstein's Contact Details
About Joel Hornstein

I took Introduction to Microeconomics much too seriously, believing that markets always clear. I now focus on the myriad ways in which they do not.

Joel Hornstein's Current Company Details
MarketClear Utility Capital

Marketclear Utility Capital

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Managing Partner
Chapel Hill, NC, US
Joel Hornstein Work Experience Details
  • Marketclear Utility Capital
    Managing Partner
    Marketclear Utility Capital
    Chapel Hill, Nc, Us
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  • Structural
    Founder / Chief Executive Officer
    Structural 2005 - Present
    Us
    Structural specializes in the management and administration of certain vehicles with unusual objectives or constraints. These include charitable remainder trusts, grantor retained annuity trusts, and private placement life insurance.Separately, I provide holistic financial advice to a small number of clients, focusing primarily on risk management, evaluation of alternative investment opportunities, and tax planning.Structural's predecessor entities include i) a full-service wealth management firm, whose proprietary technology platform constructed passively managed separate accounts tailored to clients’ tax posture, external holdings, and preferences, and ii) a platform for systematic capture of inefficiencies in small lot fixed income, which served corporate, endowment, and family office clients. Structural grew assets under management to $1.5 billion before exiting direct client service and moving to a SaaS model serving investment managers.
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  • Financial Services, Financial Technology, And Business Services
    Director / Interim Executive / Advisor / Seed Investor
    Financial Services, Financial Technology, And Business Services 2005 - Present
    Financial Services and Technology: Ardeo Education Solutions (student loan insurance), AutoFi (auto finance automation and marketplace), Axial (SME capital market, sold to Kuzari Group), EarnUp (debt management/payments), Eave (mortgage process automation, sold to HomeLight), Ethos Lending (mortgage process automation, sold to One American Mortgage), On Deck Capital (small business lending, ONDK until sale to Enova), Smartleaf (automated separate account management), The Beans (personal finance app).Business Services: Dewey (data platform), GLG (expert network), Julius (influencer marketing, sold to Triller), Haven (logistics, sold to FourKites), Monaeo (tax compliance software, sold to Topia), OvationCXM (remote and on-site IT support), Plink (value-added transaction processing), Rewarded Interest (online identity), SafeGraph (POI and movement data), Stellar (private aviation marketplace), Thuzio (events, sold to Triller), TitleDock (contact management), TravelJoy (travel agency workflow automation), Vaultive (cloud encryption, sold to CyberArk).Other: Ionetix (on-site isotope production), LabPixies (app developer, sold to Google), Reveal Technology (drone imagery mapping), SAM Labs (STEM education), Sprout Foods (organic baby food, sold to Neptune Wellness Solutions), World Wide Packets (carrier ethernet, sold to Ciena).
  • 3I
    Founding Member & Investment Committee Member
    3I 2021 - Present
    New York, New York, Us
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  • Smartleaf
    Director
    Smartleaf 2019 - Present
    Boston, Ma, Us
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  • Dreamfund
    Founder / Managing Director
    Dreamfund 2012 - 2020
    Created first-of-its-kind platform for Community Development Financial Institutions (CDFIs) to utilize advanced credit technologies for small business lending in low and moderate income communities. Provided participant institutions the ability to fund resultant loans either from their own balance sheets or via referral to DreamFund on a non-recourse basis.Architected structure that enabled DreamFund to raise capital from leading banks and nonprofits, each specifying parameters that determine which loans their capital funds. To date, all capital providers have achieved returns equal to or greater the return initially targeted.Partnered with the Association for Enterprise Opportunity to enroll leading CDFIs nationwide.
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  • Applepie Capital
    Co-Founder
    Applepie Capital 2013 - 2018
    San Francisco, California, Us
    First full-time employee of franchisee funding platform. Worked with brand partners to develop initial product offer, evaluated alternative legal/regulatory structures, and developed site collateral. Raised angel and seed capital. Transitioned to advisor when $3.7mm seed raise enabled my co-founders to join full time.
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  • Citigroup
    Managing Director, Capital Allocation / Director, Strategy & Business Development
    Citigroup 2002 - 2005
    New York, New York, Us
    Led redesign of capital allocation and return assessment across businesses and geographies. Coordinated with Reporting, Financial Control, Planning & Analysis, Treasury and Investor Relations on internal and external rollout of new metrics and associated income restatement.Previously, led reviews on topics including business unit strategy, acquisitions, corporate organization, and currency hedging; reported findings to Citigroup’s president, chief financial officer, and business heads.
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  • Fremont Group
    Private Equity Associate
    Fremont Group 2000 - 2002
    San Francisco, Ca, Us
    Sourced investment opportunities, led all aspects of business due diligence, and negotiated terms of transactions ranging from early stage venture capital to private equity. Worked closely with four portfolio companies; primary board representative for one.
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  • Mckinsey & Company
    Associate, Financial Institutions Practice
    Mckinsey & Company 1998 - 1999
    Us
    Led client and McKinsey teams within first year; rated ready for promotion after first project. Later rejoined mentor at Citigroup.
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  • United States Army Reserve
    Captain
    United States Army Reserve 1991 - 1999
    Fort Liberty, Nc, Us
    Rated 1 (highest rating) in all categories of evaluation on every annual officer evaluation report. First in class in academics and physical fitness, named to Commandant’s List, and awarded three Letters of Commendation at Armor Officer Basic Course. Completed Airborne School (paratrooper training).
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  • Goldman, Sachs & Co.
    Analyst, Financial Institutions M&A / J. Aron Investment Products
    Goldman, Sachs & Co. 1992 - 1995
    New York, New York, Us
    Advised on fifteen completed M&A transactions, including Continental Bank's sale to Bank of America, Mellon Bank's acquisition of Dreyfus, and Sears' divestiture of Coldwell Banker and Sears Mortgage (each the lead story of the Wall Street Journal or New York Times when announced).Structured complex instruments tailored to client needs, serving leading endowments, hedge funds, and mutual fund complexes.
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Joel Hornstein Skills

Private Equity Venture Capital Investments Mergers And Acquisitions Portfolio Management Strategy Hedge Funds Finance Due Diligence Fixed Income Financial Modeling Equities Business Strategy Asset Management Entrepreneurship Wealth Management Asset Allocation Start Ups Investment Banking Alternative Investments Structured Finance Financial Markets Mergers Capital Markets Corporate Development Valuation Financial Services Securities Corporate Finance Product Strategy Financial Technology Product Management Financial Structuring Investment Strategies Bloomberg Investment Advisory Investment Management Trading Emerging Markets Hedging Lbo Angel Investing Capital Raising

Joel Hornstein Education Details

  • Yale Law School
    Yale Law School
    J.D.
  • Harvard University
    Harvard University
    Economics
  • Hunter College High School
    Hunter College High School

Frequently Asked Questions about Joel Hornstein

What company does Joel Hornstein work for?

Joel Hornstein works for Marketclear Utility Capital

What is Joel Hornstein's role at the current company?

Joel Hornstein's current role is Managing Partner.

What is Joel Hornstein's email address?

Joel Hornstein's email address is jh****@****lth.com

What is Joel Hornstein's direct phone number?

Joel Hornstein's direct phone number is +141596*****

What schools did Joel Hornstein attend?

Joel Hornstein attended Yale Law School, Harvard University, Hunter College High School.

What are some of Joel Hornstein's interests?

Joel Hornstein has interest in Children, Economic Empowerment, Business Services, Education, Financial Services.

What skills is Joel Hornstein known for?

Joel Hornstein has skills like Private Equity, Venture Capital, Investments, Mergers And Acquisitions, Portfolio Management, Strategy, Hedge Funds, Finance, Due Diligence, Fixed Income, Financial Modeling, Equities.

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