6 | Wealth & Finance, Wealth & Asset Management Awards 2024 Best Private & Strategic Investment Consultant 2024 – New York In 2014, Luis E. Jimenez founded Madison Sixty to provide clients with access to highly vetted, direct investment opportunities, ranging from private credit and equipment leasing funds to customised structured credit opportunities. It also established an affiliated consulting service (LJI Consulting) advising on real estate lending and corporate loans. In the years since, these offerings have attracted a broad base of clients including sovereign wealth funds, large family offices, pension funds, financial institutions, and a growing number of registered investment advisors (RIAs). Madison Sixty is admired for a culture focused on integrity, transparency, accountability, and has earned a reputation for unsurpassed due diligence and risk management oversight. Taking pride in its role as a trusted investment consultant, it often co-invests alongside clients or supplies seed capital for new ventures. Strategic foresight, agility, and the maximization of investment potential in less crowded markets are paramount among the firm’s core values, which is why it pursues investments that target capital preservation with prudent growth. “Private credit encompasses these dual objectives,” explains Luis. “Through our investments, we seek to deliver equity-like returns while benefiting from the protections inherent in debt instruments.” A notable example is Madison Sixty’s skilled nursing home private lending program. Eight years ago, it entered a strategic relationship with an investment advisory firm specializing in the healthcare industry. Since 2016, that partner has completed over seventy-five individual loans to portfolios of nursing homes totalling over $6 billion in bridge loans. Those loans, according to Luis, “have been successful and continue to meet their expected yield targets of 12-14% net of fees, with no monetary or material defaults to date. Madison Sixty has provided a significant amount of the invested capital and our investors have received 12.0% to 13.4% asset weighted net IRR since inception of the program.” In this rapidly developing industry Madison Sixty maintains its preeminent position through proactive engagement and market intelligence, rather than merely monitoring competitors. Ongoing dialogues with leading hedge fund managers, asset managers, industry specialists, and other allocators enable it to identify emerging trends early. “By allowing the market to reveal opportunities,” says Luis, “we capitalize on its cyclical nature to uncover areas where genuine value exists.” Always strategic, never reactive, Madison Sixty leverages its deep structuring expertise to provide investors with enhanced downside protection. Every project it embarks upon is supported by rigorous research and thorough evaluation. “Our competitive edge lies in our ability to interpret market signals and translate them into shrewd investment opportunities, all while maintaining a robust risk management framework,” says Luis. “This forwardthinking and adaptive approach ensures we remain at the forefront of the industry, continuously delivering value to our investors.” The firm’s commitment to quality is evident in its careful selection of both projects and clients. “We recognise that a ‘build it and they will come’ model is flawed, often leading to mismatches between client expectations and investment objectives,” says Luis. “Instead, we tailor our solutions to the specific needs of regulated entities, RIAs, and family offices, ensuring alignment with their investment nuances.” Through this approach, Madison Sixty ensures that its clients feel valued and informed throughout their investment journey. The firm is committed to exceptional client service, which for Luis begins with a deep understanding of each client’s individual needs. He takes pride in the way his team listens attentively to clients and anticipates their concerns, while always responding with innovative solutions. Another crucial facet of ensuring success is through fostering strong, mutually beneficial relationships with investors worldwide. Recently, the firm has made considerable progress in establishing dialogue and relationships with Middle Eastern investors keen on accessing US private credit markets. Through building international connections, Madison Sixty is simultaneously expanding its global footprint and providing clients with unique investment opportunities. Looking ahead, Luis tells us, “2024 looks to be a remarkably busy year. We are poised to expand our private credit business by introducing two new offerings that will further diversify our portfolio and enhance our service to clients.” We recommend keeping a close eye on Madison Sixty as it continues to take the finance industry by storm. Contact Details Luis E. Jimenez & David A. Anderson Email: [email protected] ℓ [email protected] Company: Madison Sixty LLC Web Address: www.madison60.com May24352 Madison Sixty is a leading consulting and investment boutique widely acclaimed for its specialised expertise in private credit, investment structuring, due diligence, and strategic alternative investments. Based in New York, Madison Sixty has received a prestigious title in the Wealth and Asset Management Awards 2024. Below, we learn more from Founder and Managing Member, Luis E. Jimenez.
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