BH Lunch Investor Presentation

About this event

Beverly Hills Family Office Network Lunch Investor Presentation on September 29, 2026 — ProCap Asset Management ABOUT EVENT Our featured presenting company, ProCap Asset Management (PCAM), is a commercial real estate credit manager originating senior secured bridge and construction loans to middle-market sponsors along the U.S. Eastern Seaboard and select Midwest markets. The team will discuss the firm's strategy, its leadership, and the current investment opportunity for qualified investors — including tax-efficient access through private placement life insurance structure (PPLI). Hudson Capital Partners is acting as placement agent for the raise. Why ProCap Asset Management Matters PCAM is led by Managing Partner Tom Marano, who has spent four decades at the center of U.S. mortgage and structured credit — much of which he helped build. He joined Bear Stearns in 1981 and became Global Head of Mortgage and Asset-Backed Securities, running a $50 billion trading book across the U.S., U.K., and Japan. He priced the first Fannie Mae REMIC (1987) and structured the first multi-tranche senior CMBS (1993). He went on to found Cerberus's Mortgage Capital Markets Group, served as Chairman of GMAC Financial Services, and was CEO of ResCap, Ditech, and Intrawest — running large platforms through the worst credit cycle in modern history. He currently sits on the board of Apollo's Asset-Backed Credit Company. That experience underwrites every loan the Fund makes. PCAM is a direct lender, not an allocator: the team sources sponsors directly, underwrites and documents each loan, administers construction draws, and retains servicing — including the ability to step in and finish a project if a developer fails to perform. ProCap's approach emphasizes: First-mortgage senior secured position on every loan Direct sponsor origination in markets the team knows, at conservative loan-to-cost Ground-up construction and transitional bridge, floating rate with rate floors and fully capitalized interest reserves Hands-on construction asset management from first funding through payoff A senior team with over 90 years of collective CRE experience, working together for an average of ten years The firm is raising the ProCap Asset Management Real Estate Credit Fund, LP — a $500 million evergreen REIT targeting mid-teens net returns, with an initial close expected in Q3 2026. Tax-Efficient Access: PPLI Private credit income is generally taxed at ordinary rates. For investors who qualify, holding the same strategy inside a properly structured private placement life insurance policy allows returns to compound without annual income tax, stay largely accessible during the insured's lifetime, passes to beneficiaries income-tax-free, and generate no K-1s. The team will cover how the structure works. PPLI is subject to eligibility and insurance underwriting. Nothing here is tax or legal advice. Fund Snapshot Firm: ProCap Asset Management Fund: ProCap Asset Management Real Estate Credit Fund, LP Leadership: Tom Marano, Managing Partner (Bear Stearns, Cerberus, GMAC, ResCap) Placement Agent: Hudson Capital Partners Ownership: Privately held Website: https://www.procapam.com/ Financing Status: Actively raising from qualified investors — $500MM target, initial close Q3 2026 Target Return: Mid-teens net Structure: Evergreen REIT | One-year lock | Quarterly liquidity thereafter Focus Areas: First-mortgage bridge and construction lending | $5–$30MM loans | 24–36 months | Boston–Miami and select Midwest MSAs Investor Profile: Accredited investors, family offices, UHNW individuals, and institutions Access: Direct subscription or PPLI Materials Available: ProCap Asset Management Investor Presentation (upon request) Why ProCap Asset Management Matters ProCap Asset Management is a disciplined, research‑driven investment firm focused on generating superior risk‑adjusted returns across market cycles. The firm combines institutional‑grade analytics with active portfolio management, enabling investors to participate in strategies designed for resilience, scalability, and long‑term value creation. ProCap’s approach emphasizes: Rigorous fundamental and macroeconomic research Systematic risk management and portfolio construction Transparent reporting and institutional governance Alignment with investor objectives and long‑term capital stewardship The firm is currently raising capital from qualified investors to expand its flagship strategies and accelerate growth across new market opportunities. Platform Snapshot Firm: ProCap Asset Management Ownership: Privately held Website:  https://www.procapam.com/ Financing Status: Actively raising capital from qualified investors Focus Areas: Active investment management, multi‑asset strategies, risk‑adjusted performance Investor Profile: Qualified investors, family offices, UHNW individuals, and small institutions Materials Available: Procap Asset Management Investor Overview (upon request)