Joseph Valickus Email and Phone Number
Joseph Valickus work email
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Joseph Valickus personal email
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I’m a Managing Director in Monroe Capital's Opportunistic Credit team, evaluating opportunistic / special situations credit and equity investments, including structured corporate credit, specialty finance, project finance and secondaries within most industries / sectors. Typical investment position of $30 million - $500 million with most transactions in excess of $100 million. I spent eight years in UBS’s special situations group – most recently leading the team in the Americas – focusing similarly on creative financing solutions and structures across a range of industries. Experience includes more than 25 transactions totaling over $5 billion. I have also held positions as principal and/or co-founder of early stage businesses focused on delivering transformative change through financial products within American higher education.
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Associate Portfolio ManagerOne William Street Capital Management, L.P.New York, Ny, Us -
Managing DirectorMonroe Capital Llc Jan 2022 - PresentChicago, Il, Us -
Director, Monroe Capital Opportunistic CreditMonroe Capital Llc Aug 2019 - Jan 2022Chicago, Il, Us -
Managing Member / OwnerBright Wolf Llc Sep 2017 - PresentBright Wolf, including with its partners, offers management and financial consulting services and makes capital investments across a range of industries and business stages. -
MemberRiver Valley Investors May 2018 - Jan 2020Springfield, Ma, Us -
Co-FounderQfied Jan 2019 - May 2019Co-Founder of Qfied, a company focused on delivering progressive, nationally-scalable financial solutions for students and colleges. Leading strategy, management, operations, capital markets and product design. -
PrincipalAcademic Innovators Jul 2018 - May 2019Boston, Ma, UsAcademic Innovators works with colleges and universities to meet their challenges and forge solutions. We re-imagine how higher education works by respecting campus culture, historic traditions, and the capacity of college and university campuses to adapt, change and evolve.Academic Innovators provides solutions to the people, programs, governance, and facilities challenges facing American higher education by:- developing strategic partnerships with best practice providers of unblemished reputation- strengthening the bottom line by offering unique and tailored projects designed to meet the complexity and range of the challenges that higher education institutions face - developing local, regional and national consortia to create efficiencies and economies of scale -
Director - Special Situations Group, Em Lending And Leveraged FinanceUbs Mar 2016 - Jun 2017Zurich, ChMost recently led UBS’ Special Situations Group and EM Lending for the Americas, a credit solutions-based financing arm acting as arranger and principal. Transactions were primarily private, and ranged across the capital structure, including stressed and restructuring. Responsibilities included origination, structuring, management of portfolio investments (including syndication of risk, as applicable) and all stages of the investment process, including diligence, financial modeling (liquidity, valuation, capital structure, etc.), qualitative and quantitative analysis, documentation and negotiation, presentations to investment committee and ongoing risk management.Tenure at UBS included 2.5 years in Hong Kong, where I served as a senior member of the team focused on a broader set of financing opportunities throughout Asia. Well-versed in Asia financing market dynamic, nuances of applicable local laws, and security and jurisdictional requirements. Evaluated variety of transactions across the region, ranging from China to Singapore, Indonesia and Cambodia. Deal lead or team member on more than 25 tailored transactions, ranging from equity through senior debt, totaling more than $5 billion. -
Director - Leveraged Capital Markets Asia Ex Japan And Special Situations Group ApacUbs Feb 2015 - Mar 2016Zurich, Ch -
Associate Director - Leveraged Capital Markets Asia Ex Japan And Special Situations Group ApacUbs Sep 2013 - Feb 2015Zurich, Ch -
Analyst / Associate Director - Special Situations GroupUbs Jan 2010 - Sep 2013Zurich, Ch -
Client Services Representative / AdvisorSt. Germain Investment Management Sep 2009 - Dec 2009
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Student Coordinator / Executive Intern - Office Of The PresidentBucknell University Apr 2008 - May 2009Lewisburg, Pa, Us -
Executive Intern - Division Of CommunicationsBucknell University Apr 2007 - May 2008Lewisburg, Pa, Us -
Summer Analyst - Foreign Exchange And Money MarketsUbs Investment Bank Jun 2008 - Aug 2008Zurich, Ch
Joseph Valickus Skills
Joseph Valickus Education Details
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Bucknell UniversityMechanical Engineering
Frequently Asked Questions about Joseph Valickus
What company does Joseph Valickus work for?
Joseph Valickus works for One William Street Capital Management, L.p.
What is Joseph Valickus's role at the current company?
Joseph Valickus's current role is Associate Portfolio Manager.
What is Joseph Valickus's email address?
Joseph Valickus's email address is jv****@****cap.com
What schools did Joseph Valickus attend?
Joseph Valickus attended Bucknell University.
What skills is Joseph Valickus known for?
Joseph Valickus has skills like Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Valuation, Economics, Equities, Microsoft Office, Financial Analysis, Corporate Finance, Fixed Income, Microsoft Excel.
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