Jeffrey Ulmer

Huron

Dallas, TX

Managing Director

•Jeff has more than three decades of experience helping organizations across industries navigate complex financial management issues, with a focus on loan workout and recovery, underwriting, and portfolio management. He also has expertise establishing bank policy and procedures, developing risk ratings, and managing through market crises.

•Prior to Huron, Jeff served as the managing director and Special Assets group head at Capital One Bank, LStar Capital, and CIT Group. He was also a co-founder and partner at Sasco Investment Group LLC, where he managed alternative assets.

Representative examples of Jeff’s experience include:

?Managed a stressed/distressed portfolio of 480 borrowers with $7.4 billion of funded exposure

?Managed the successful monetization of a $250 million distressed portfolio and led the deployment of over $1.5 billion new loans

?Delivered a leveraged 90% internal rate of return/190?pital return multiple to a leading private equity firm in the U.S.

?Negotiated and closed over $2 billion of leverage facilities to support platform growth and returns

?Structured a $4 billion unitranche joint venture with a private debt credit management firm to lower middle market and cyclical companies

?Helped structure and execute a $3 billion liquidity facility to stave off and prepare for bankruptcy

Education and Certification

-Master of Business Administration, University of Bridgeport (Finance)

-Bachelor of Science, University of Connecticut (Finance)

Professional Associations

-Member of Risk Management Association (RMA), The M&A Advisor

About AIRA

AIRA is a nonprofit professional association serving the bankruptcy, restructuring and turnaround practice area. AIRA's membership consists of accountants, financial advisors, investment bankers, attorneys, workout consultants, trustees, and others in the field of business turnaround, restructuring and bankruptcy. AIRA members are among the most trusted and sought-after professionals in matters dealing with limited capital resources and deteriorating operating performance.

Cancellation/Refund Policy

Written cancellation for the conference or any excursions must be received by midnight on Wednesday, May 18, 2022 for a full refund less a $75 cancellation processing fee. No refunds will be granted after May 18, but substitutions will be allowed.

National Registry of CPE Sponsors

"Association of Insolvency and Restructuring Advisors" is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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