What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode "Private Credit 101", Banrion Capital Management's, Victoria Bills sits in for Shana. Victoria is joined by Jamie Shulman, co-founder and fund manager at Meriwether Group Capital. Meriwether Group is a modern day merchant bank comprised of business acceleration, Hero Fund Lending and investment banking. The firm's focus is providing founders and brand leaders with the resources to help them fulfill their journeys. Their debt solutions allow lower middle market businesses and their leaders to capitalize on opportunities while maintaining equity and control. 

A banking veteran with more than 25 years of lending and management experience, Jamie brings an entrepreneur’s level of energy, engagement and creativity to Meriwether Group Capital. Jamie’s diverse experience in management, mentorship and strategic business planning for growing companies makes him an invaluable and trusted advisor, going far beyond the boundaries of traditional lending.

Over the years, Jamie has built a reputation as a highly effective change agent, able to help founders and business leaders realize their companies’ potential through sound strategy, P&L oversight, and all areas of financial analysis and guidance. This high-level overview gives Jamie unparalleled insight into the opportunities and challenges of the targeted lower middle market businesses and will be a critical factor in MWGC’s ability to select the best possible slate of borrowers for the Hero Fund.

Jamie’s experience spans commercial banking, middle-market banking, retail banking and community banking with an emphasis on commercial & industrial and commercial real estate operations. Having spent 35 years in the Seattle and Portland markets, he offers a familiarity with the region that enhances MWGC’s understanding of the circumstances and hurdles of growing a business in the Pacific Northwest.

Off the clock, Jamie’s enthusiasms include mixology and BBQ (especially when they come together), rabid fandom for the Seahawks, and taking time to recharge with the family along the Pacific Coast. He spends significant time in the non-profit world, contributing his expertise to multiple community organizations.

Learn More About Meriwether Group Capital: MGC Website

LinkedIn: Jamie Shulman

Connect with Jamie on 𝕏: @jamieshulmanpdx

Learn More About Banrion: Banrion Capital Management

Connect with Shana on LinkedIn: Shana Orczyk Sissel

Connect with Shana on 𝕏: @shanas621

 

Important Disclosures: 

The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.

All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.