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| Company | Management Team
 


Safe Harbor, LLC 

Michael Blumenfeld
     President and CEO

Jeffrey Halverson
     COO

Alan Cosby
     Senior Advisor

Raul Sanchez
     Senior Advisor
 

 

 

 


Management

Michael Blumenfeld: Mr. Blumenfeld has an intimate knowledge of the Senior Life Settlement industry, and will have primary responsibility in coordinating the life settlement transaction.  Mr. Blumenfeld was the former CFO and General Counsel of Waterstone Mortgage Corporation. He is a licensed Wisconsin attorney with a Masters of Law (taxation) and has practiced law with a specialty in corporate, real estate, and taxation law for more than twenty years.  Mr. Blumenfeld has been a speaker for the Wisconsin Bar Association and PESI for more than ten years providing financial, estate, and tax planning concepts to attorneys across the country.  Mr. Blumenfeld has advised several national trust companies on matters pertaining to trust administration and fiduciary responsibilities.  Mr. Blumenfeld has also acted as CFO and General Counsel for several closely held corporations and recently completed a technology transaction with an S & P 500 corporation for the purchase of his company’s research and development.


Jeffrey
Halverson: Mr. Halverson has held several executive positions in the banking and finance industries.  Mr. Halverson will oversee the evaluation and disposition of the Distressed Assets.  Jeff has been in the financial industry for the past fifteen years and has exceptional leadership, team building skills, management and market development experience in commercial lending having funded nearly $300 million in loans.  In addition to his banking experience, Jeff has vast experience in investment banking. Previously, he was the Senior Vice President of a publicly-traded finance company for the gaming industry.  Jeff managed the business development for the company’s equipment finance and leasing division serving Class I and II gaming entities throughout the United States.

Alan Cosby:
Mr. Cosby brings his broad-based real estate background.  Mr. Cosby has extensive acquisition, disposition, leasing, finance, structuring, asset management, mortgage/lending and development experience.  Mr. Cosby brings his national reputation and effective business development, communication, and sales skills to Safe Harbor.  Prior to The Rockefeller Group, Mr. Cosby was the Senior Vice-President at J.S. Karlton Company, Inc.  At J.S. Karlton he was responsible for the identification and acquisition of over $500 million in new properties, the disposition of existing portfolio properties, interfacing with the capital markets for debt and equity placement, portfolio and asset oversight, and the formation of an equity acquisition fund.  In addition, Mr. Cosby has been a featured speaker at the National Association of Industrial and Office Properties, a Member of the Real Estate Board of New York and Connecticut, National Association of Realtors, Northeast Greenwich Association, holds a seat on the board of governors of the Field Club of Greenwich, and is a member of the Urban Land Institute.


Raul
Sanchez: Mr. Sanchez is the President of Sanapt Investments LLC, a property investment and management company located in South Texas.  Raul started his property investment career in 1989 when he began buying rental properties and flipping houses in Oklahoma.  Raul currently specializes in the acquisition of troubled real estate properties, primarily apartment complexes.  Raul is a very hands on person who excels in the ability to rapidly evaluate properties for their potential value.  He looks for growth opportunities as well as identifies possible defects such as deferred maintenance, age, management issues or lack of capital.  Raul is a perceptive negotiator utilizing years of experience to close profitable deals.  Raul's proven success record includes investing in troubled assets in Texas and Oklahoma.  Many of these investments had negative cash flow issues and he quickly turned them into profitable, efficient investments in a short time frames Raul's investment and hands on success also includes the purchase of several non-profitable oil leases which had approximately 300 oil wells in Oklahoma in 2005.  Many of the wells were off-line due to needed repairs.  After one year he was able to increase production to very profitable levels by repairing wells and equipment. Raul conceptualizes the big picture and has the end in mind when he starts a project.  He sold his oil venture in 2006 before moving to Texas to continue his real estate property investment business. Raul is a member of Texas Apartment Association.

 

 

 

 

 

 




 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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