“$10 billion in cross border transactions executed through our innovative foreign currency and offshore banking solutions.”

OFFSHORE BANKING

UDIS Capital Partners has over 10 years worth of experience managing foreign subscriptions and redemptions. Working with carefully selected banking partners we are able to open up multi-currency accounts in jurisdictions such as Cayman Islands, Jersey and Luxembourg in as little as 24 hours. Our accounts allow our clients to deploy capital in over 100 currencies and are often used as an escrow solution for Private Equity, Real Estate and EB-5 transactions. Learn more.

What Makes Us Different:

- Efficient application process – a US fund can set up an account directly with the investment vehicle in jurisdictions such as Luxembourg and the Cayman Islands in 1-2 days, not months.

- Sharper Execution – tighter spreads on SPOT, Forwards and Options.

FOREIGN SHARE CLASSES

As more funds seek foreign capital it is commonplace for investors to demand managers offer foreign share classes. Our FX partners offer our clients alternative credit facilities away from their custodial bank, ensuring the most favorable margin call agreement, without affecting any existing banking relationships. Our foreign share classes can be set up for any type of fund structure, in almost any jurisdiction and in over 40 currencies. The share classes can be set up in as little as 24 hours and can facilitate both passive and dynamic hedging strategies. Learn More.

Benefits:

- Reduced collateral demands – 0% deposits with decreased margin call risk, means more deployable funds.

- Multi-currency accounts – can be used for subscriptions, redemptions and international escrow in currencies such as the RMB and EUR.

ADVISORY

Over 25 years worth of experience working for corporate clients and investment firms, offering them a full array of advisory and consultancy services on cross border structuring and currency administration. Learn more.

Of Note:

- Expertise – create and implement bespoke strategies to protect portfolios against FX risk and release hidden inherent value.

- Allies – UDIS is not a bank and can be seen as a compliment to your existing bank’s services.

Neil Rothman Jr. CIMA, Managing Principal

Neil has been in the investment business for over 15 years in both his native New York metropolitan area as well as Los Angeles.  ›‹

1. spacer

2. spacer

3. spacer

In 2014, he formed UDIS Capital Partners.  Prior to founding UDIS, Mr. Rothman had been raising capital for a variety of asset management firms ranging from large, open end investments companies to boutique hedge fund, private equity and real estate managers.  In the past decade, Mr. Rothman is responsible for raising over $3 billion in capital deployed towards a multitude of strategies including global macro, event driven, merger arbitrage, multi strategy credit, real estate, distressed debt, long short equity, emerging markets currency and market neutral.

He started his career raising money internally for Deutsche Bank, Lord Abbett, and Thornburg.  Additionally he has raised capital third party for institutional managers such as Longfellow Investment Management, Apex Capital Management, Barrow Hanley, ClearArc Capital, Rockefeller & Co. Inc., Copper Rock Capital Partners, Ares Capital Management, The London Company, Sands Capital Management, Analytic Investors LLC, along with several boutique managers.

Throughout his career, he has partnered with Investment banks, regional wire-houses, family offices and registered investment advisors as well as endowments, foundations and sovereign wealth funds.

He has presented on a variety of topics including alternative investing, capital markets and global infrastructure.

Neil has a dual degree in Business Logistics and International Business from Pennsylvania State University.  He holds FINRA Series 7, 6, 63, 65 as well as Certified Investment Management Analyst designation from The Wharton School of Business at The University of Pennsylvania.

Outside of his typical work day, he spends time volunteering for The Four Diamonds Fund, The Robin Hood Foundation, and The River Fund.  He enjoys golf and running.

Neil has been in the investment business for over 15 years in both his native New York metropolitan area as well as Los Angeles.  

Max Hilton, Consulting, Brand Management, Communications and PR

Max is a strategic partner of UDIS Capital Partners as Director of Peregrine’s New York office.  He leads work with domestic and global funds seeking to raise their profile amongst  institutional, high-net-worth and advisor audiences. ›‹

1. spacer

2. spacer

3. spacer

He joined the London office in 2006, and continues to help US-based managers increase their European footprint.

For over a decade, Max has developed and implemented strategic integrated brand building and communications campaigns, with clients such as: Acadian, Brevan Howard Capital Management, Wells Fargo Asset Management, SkyBridge, RA Capital, Duet Group, Haidar Capital, Quest Partners, Firebreak Capital, and TCA. He has cultivated contacts with journalists and investors in all major time zones: from London to Singapore to New York.

Max established Peregrine’s U.S. senior advisor network and cemented half a dozen joint ventures with firms like Allocator (HedgePo), Precision Advisors and Apex. He is the founding ambassador of HedgeBrunch – the hedge fund industry’s leading networking event. Max regularly writes about investor communications and is frequently asked to speak at industry events nationwide. In addition, Max has created Peregrine’s broker breakfast series, a session drawing investment professionals and allocators together.

Uday Sehgal, Senior Advisor, Real Estate, Credit, and Structuring

Mr. Sehgal serves as Managing Director based out of AJ Capital Partners' Nashville office. He oversees acquisitions, asset management, and business development in the market.  ›‹

1. spacer

2. spacer

3. spacer

Mr. Sehgal previously held the post of Director of Acquisitions for Viceroy Hotel Group. His responsibilities included managing new deals and existing assets in the US, Middle East, and Asia.

Mr. Sehgal sourced and led the sale of Viceroy to an Abu Dhabi-based sovereign fund and a private Malaysian investor. He began his career as an analyst with Trizec Properties, a publicly traded office and retail REIT.

Mr. Sehgal received a B.A. in Mathematics and Economics from Northwestern University.

UDIS CAPITAL PARTNERS

444 Madison Avenue

Suite 8500

New York,NY 10022

info@udiscapital.com

For Further Information: