CFO Investment Banking, Capital Markets, Private Equity

Looking for an aggressive, ethical, top producing private equity CFO, hedge fund visionary, alternative investment banker with major investment bank, or asset/wealth manager, to successfully structure and coordinate two investment vehicles via in-house placements and/or in conjunction with a large global investment bank, and in a very near term situation (several weeks) be able to place a $20 million tax credit equity fund from an old-school boys network of high net worth investors, family offices, for tax credit film fund which offers up to 140% ROI prior to revenues using Federal section 181 tax credits, section 199 writeoffs, tradable state tax credits, and liquidity via exit IPO.

The first fund will be $20 million private equity partnership for a motion picture finance fund that would hedge the risk across multiple films as well as have a convertible LLC structure that would enable investors to cash out on a public float as well.

The second fund would be a $1 Billion deal that would co-finance a slate of a major movie studio's film projects. The structure would either be several tranches of senior debt, mezzanine, and/or can be set up as a "principal protected deal" to guarantee 100% repayment of principal that can be insured by Funding Agreements or AAA Strips.

The Company would like all candidates to have a verifiable track record of success in being able to raise capital from either family offices, high net worth alternative investors, asset managers for the smaller fund ,and, structuring large scale hybrid equity/debt deals with major global investment banking houses.

Candidates must also have the strength, determination, relationships, focus, and follow through to close such an initial fund within 4-6 weeks from a limited number of investors(1-5), and simultaneously initiate the larger fund with a global investment banker.

Please specify exactly in your cover letter major achievements in raising capital, including amounts, type, industry, source (high net worth alt. investors, family offices, investment banking, hedge funds, etc); knowledge of credit enhanced and principal protected deals, and, film finance; amount of availability/capital access immediately for smaller fund, and, which global investment banks you have relationships with that is a real relationships with executive decision makers and not just a cold call; and are you looking for simply another career transition or have you always wanted to be in film business and why.

Structured Finance Deal With Tax Credits In Entertainment Backed By Accredited High Net Worth Investors, Private Equity Groups Announces January Start

“The Violinist”, a crime drama in the vein of “Goodfellas”, “The Departed”, “Once Upon A Time In America”, and HBO’s ”The Sopranos” has announced a tentative January start date in Chicago and possibly Canada with a few other films to start shortly thereafter.

The film is one of many innovative structured finance deals that offers a potentially high yield investment, tax credits, an immediate ROI. It follows a disciplined and strategic risk minimization strategy and multiple exit scenarios catering towards high net worth investors, including recent sellers and ex-CEO’s of multi-billion dollar corporations, real estate developers, hedge fund managers, private equity funds, and alternative investors.

The films’s writer and producer, Yuri Rutman, has formulated a proprietary hedging model for a number of films that’s part of a larger film fund. The primary investors of the deal are looking at the structure not as a “pie-in-the” sky vanity investment, but a sophisticated business model that has a long term growth strategy.

”There is a lot of international private equity right now that’s chasing entertainment and film Investments”, Rutman states. “But smart money can become dumb money very quickly if they don’t understand the risk modeling and hedging techniques that are mandatory to insure success”.

A whose who of prolific billionaires and other Hollywood investors include Fred Smith, the CEO of Federal Express, Norman Waitt, the Co-Founder of Gateway Computers, Jeff Skoll Of Ebay, Todd Wagner and Marc Cuban. Marc Turtletaub of The Money Store, Roger Marino Of EMC Corp, former Chicago bulls co-owner Jim Stern, Sidney Kimmel Of Jones Apparel Group, Minnesota Twins owner Bill Pohlad; Real Estate Developers Tom Rosenberg, Bob Yari, and Steve Samuels ; and, financiers Robert Sturm, Sheikh Waleed Al Ibrahim, Michel Litvak, Zeid Masri of SilverHaze Partners, Michael Singer, Mark Esses, David Larcher, Michael Goguen, Richard Landry, Michael Reilly, Rafael Fogel, Philip Anschutz , and others,

”The capital investments and appetite for films are coming from Dubai, Bahrain, Chicago, Wall Street, Silicon Valley, Russia, Hong Kong, and even China”, Rutman adds. “Everyone wants to bankroll a successful movie or ten movies”.

The attraction to Rutman’s deal is based on 2 funds he is setting up that caters to both institutional capital and smaller private equity firms and high net worth investors that want a taste. On one $1 billion deal currently out to large hedge funds and global private equity investors, he is leveraging a principal protected strategy that guarantees institutional capital plus profits from the finance, co-finance, and distribution of 40-100 films.

On a smaller deal, investors are able to realize returns of 20-40% before profits from tradable tax credit incentives similar to what real estate syndicators and investors utilize from Federal Historic Preservation Credits and other incentives. “But its more fun in my opinion”, Rutman adds. “That’s why so many dot comers, billionaires, and real estate guys are financing films. The structure is almost like developing a large commercial real estate project. Except in this case they see their names as credited producers in movie theatres, tv, DVD’s, etc. And if a film gets into the Cannes Film Festival, Sundance, Toronto, etc, the international travel perks are also in the mix”.

For “The Violinist” and his smaller fund, Rutman has opened his doors to a variety of prospective investors who are coming to him directly or are being referred to the deal by their tax attorneys, wealth managers, private client services heads, or word of mouth.

In a typical film finance situation an investor puts up anywhere between 50-100% of the financing on a film’s budget depending on his tax credit needs as well as the size of the film. Most films under 2 million are 100% financed as is the case of successful movies like “SAW”, “NAPOLEAN DYNAMITE”, “WOLF CREEK”, and numerous others.

For his investment, and depending on where a film is shot, he is eligible for a tax credit on the entire amount. If he is putting up 100% of the budget on a $5 million dollar film, he is getting an immediate return of approximately $1 million dollars in tax credits if its shot in Illinois. Some states offer 30%, Puerto Rico offers 40% that’s tradable back to U.S residents.

Rutman’s model is based on 100% financed films under 2 million, and 50%-60% financed films over that, with the deficit being covered by distribution advances. “So in some instances, I can make a $5 million dollar film, put in $3 million, pre-sell $2 million, and an investor still gets tax credits on the $5 million, plus a potential Section 181 write off on his entire investment, plus international profits, plus an option to convert his investment into public liquidity if I decide to do a reverse merger or an IPO on the London AIM. Multiply this by 5 or ten films in different budgets, genres, and tradable tax credits, and the potential for varying returns, distribution channels, markets, and long term library potential is enormous”.

“I am just trying to redefine ‘conscious investing’ and making sure every one can sleep well at night while we all have a memorable experience. Life is short, so why not be involved with passion projects and business endeavors that can send entertaining messages to all over the globe?”.

Noci Pictures
Yuri Rutman
www.noci.com
310-651-0799
filmhedge@aol.com