ORIX USA Strengthens Municipal and Infrastructure Origination and Underwriting Capabilities with Senior Hire, Tatianna Yale
New York – ORIX Corporation USA (ORIX USA) today announced that Tatianna Yale has joined its Municipal and Infrastructure group as Senior Director, focused on Origination. Ms. Yale is based in Dallas, Texas and will report to Rob Wetzler, Head of the Municipal and Infrastructure group.
Ms. Yale has over 15 years of experience in debt origination, securitization, public-private partnerships, and real estate underwriting. In her new role, she will oversee new business origination and underwriting for high-yield investments and lead efforts to underwrite, structure, and close new investments. Ms. Yale will also develop and execute new business origination strategies to generate investment opportunities and coordinate market communication for targeted origination sectors.
“Our approach and focus are on delivering creative investment solutions to meet clients’ needs across our target sectors. Tatianna brings great expertise and will be a strong addition to our team as we continue to see growing demand from borrowers looking towards social impact municipal, infrastructure and real estate investments to provide stability during volatile market conditions,” said Mr. Wetzler. “Tatianna’s experience in debt origination and underwriting, as well as her work with state and local officials on strategic financing transactions, will be invaluable as we continue to provide customized capital solutions for our clients.”
Ms. Yale joins the Municipal and Infrastructure group from Texas Medical Center (TMC), where she was the Chief Investment & Planning Officer. In this role, Ms. Yale architected and implemented TMC’s financial strategy, which focused on investing in infrastructure, real estate, and venture to generate growth while delivering on corporate revenue and return metrics. Prior to TMC, Ms. Yale spent over a decade at Citigroup, most recently as a Director, where she worked closely with municipal issuers and non-profit clients to capture infrastructure and real estate opportunities.
With deep credit and quantitative expertise, ORIX USA’s Municipal and Infrastructure group is an innovative investor, offering flexible investment solutions incorporating debt and equity for public and private sponsors in the municipal, infrastructure, healthcare, senior housing, education, project finance, and real estate sectors. Backed by the stability of ORIX Corporation USA’s balance sheet, it has the unique ability to negotiate pricing and structure up-front, and offer borrowers deal terms that are not traditionally available in the public markets.
About ORIX Corporation USA (ORIX USA)
Since 1981, ORIX USA has served the middle market with creative and flexible capital solutions, delivering through a capital base that combines the strength of its balance sheet with funds from third-party investors seeking access to attractive alternative investments. With a focus on private credit, real estate and private equity, ORIX USA and its subsidiaries — ORIX Advisers, ORIX Capital Partners, Signal Peak Capital Management, Boston Financial, Lument, Real Estate Capital and NXT Capital— have approximately 1300 employees across the U.S. ORIX USA and its family of companies have $85.1 billion in assets, which include $27.4 billion of assets under management, $47.1 billion in servicing and administration assets, and approximately $10.6 billion in proprietary assets, as of March 2023. Its parent company, ORIX Corporation, is a publicly owned international financial services company with operations in 28 countries and regions worldwide. ORIX Corporation is listed on the Tokyo Stock Exchange (8591) and New York Stock Exchange (IX).
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