Eric Smith, CEO and Co-Founder, and Clarence Williams, Director of Investor Relations and President of NASP New York, attended the New York NASP Foundation's 28th Annual Wall Street Hall of Fame Gala, where Locust Point Capital served as a sponsor. The event was held at the United Federation of Teachers headquarters in New York City. Proceeds from the event benefit the Foundation's Wall Street Finance and Scholastic Training and Mentoring Program (FAST Track), which was created in 1996 to provide Tri-State area high school students from underserved backgrounds with practitioner-led industry seminars, summer internships, and select college financial support.
This year's honorees were Benjamin Blakney, President, Mesirow Institutional Real Estate Direct Investments; Michele Chow-Tai, Managing Director of Business Development, Fairview Capital; and Thomas K. Lee, Executive Director and Chief Investment Officer, New York State Teachers' Retirement System. The Trailblazer Award was presented to The Honorable Carmen Sierra, Treasurer of the City of Hartford, Connecticut. Eric Smith, CEO and Co-Founder, participated on the Private Credit Panel, "The Best Is Yet To Come," which explored the expanding role of private credit in institutional portfolios.
With the asset class projected to reach $3 trillion by 2028, the panel brought together allocators and practitioners to discuss strategies including middle market direct lending, asset-backed lending, secondaries, co-investments, European-focused funds, and litigation finance, with discussion centered on return expectations, liquidity profiles, and risk premiums.
Locust Point Capital held its 2026 Annual Meeting, titled "Senior Housing Credit in a Data-Driven Era: How Locust Point Capital Applies AI Across the Platform" at the Edition Hotel in Miami Beach. The full-day program, presented to institutional investors and advisors, provided a detailed look at how the firm is integrating artificial intelligence and structured data architecture across its investment operations, from origination through portfolio surveillance and reporting.
Eric Smith, CEO and Co-Founder, and Dan Contardi, President and Co-Founder, opened the meeting with remarks on the firm's multi-year investment in data infrastructure and the practical application of AI as a tool to strengthen consistency, scalability, and credit judgment across the platform. Sessions led by senior members of the team covered the firm's data architecture and governance framework, current conditions and pipeline activity in senior housing credit, AI-assisted underwriting and diligence processes, portfolio surveillance and risk management, and fund-level performance including the development of a proprietary amortization engine.
The meeting concluded with a fireside conversation featuring Bob Woodward, the veteran journalist known for his decades of reporting on U.S. political leadership, decision-making under pressure, and institutional accountability.
Eric Smith, CEO and Co-Founder, and Dan Contardi, President and Co-Founder, published an Expert Q&A in PDI Real Estate Debt. Read the article here:
Locust Point Capital hosted its 2025 Mid-Year Review, a virtual conference led by CEO Eric Smith and President Dan Contardi, to brief institutional investors on the seniors housing market.
The discussion highlighted stronger liquidity for stabilized, newer-vintage assets and tighter senior debt spreads compared with last year. Public REIT activity is reinforcing the sector’s recovery, with Welltower and Ventas both announcing significant acquisitions. Operational fundamentals remain solid: national occupancy continues to rise as demand.
The forum offered investors a clear look at market trends from Locust Point Capital’s perspective, leaving them with a better understanding of the forces driving the growth in the seniors housing sector.
Locust Point Capital, a leading asset management firm specializing in direct lending to the lower middle market seniors housing and care sector, was a sponsor at the NIC Fall Conference in Austin, Texas.
Hosted by the National Investment Center for Seniors Housing & Care (NIC). A nonprofit dedicated to improving access and choice for America’s seniors through data, analytics, and collaboration. The event convened key stakeholders from across the industry.
Throughout the multi-day conference, the Locust Point Capital team engaged with owner-operators, capital partners, and brokers, reinforcing its commitment to supporting the growth and success of the seniors housing and care industry.
Eric Smith and Dan Contardi attended the Titan Investors Seattle Institutional Investments Roundtable, proudly sponsored by Locust Point Capital.
The event brought together leading institutional investors and wealth managers to explore a wide range of investment opportunities across both public and private markets.
Locust Point Capital was proud to sponsor the 36th Annual Financial Services Conference hosted by the National Association of Securities Professionals (NASP) in Columbus, Ohio.
NASP is a leading organization that advocates for diversity and inclusion within the financial services industry. Through professional development, mentorship, and business networking programs, NASP works to create opportunities for underrepresented professionals and firms across all segments of the capital markets. The NASP Foundation supports these efforts through research and programming focused on economic empowerment, leadership training, and career advancement.
Locust Point’s CEO, Eric Smith and Director of Investor Relations, Norice Rice represented the firm at this year’s conference. Eric participated as a panelist in the session titled “Moving Beyond Traditional Fixed Income for Yield Opportunities.” The discussion explored how institutional investors are adapting their portfolios in a shifting rate environment, with a focus on the expanding universe of private credit strategies.
Locust Point remains committed to supporting initiatives that broaden access, elevate diverse voices, and strengthen the future of the financial services industry.
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