Jason Alpert

Managing Partner at Castlebar Holdings

Speaker

Jason Alpert is the Managing Partner of Castlebar Holdings, a distressed debt investor that refinances troubled C&I loans and purchases stressed CRE assets. Jason is also an advisor / consultant for banks and credit unions in resolving and mitigating risk within their problem loan portfolios.

Jason created and led the distressed portfolio sale team for Wells Fargo, pooling and selling criticized and classified commercial loans in the secondary market. In just under five years, Jason’s team was able to sell over $1 billion in assets in 38 States achieving above market results and large recoveries for the bank.

Jason also led a workout team of commercial bankers, dispersed across the eastern United States. Jason’s team was able to restructure and resolve distressed loans to a wide variety of middle-market commercial borrowers ranging from a variety of asset types and industries.

Jason was a highly decorated Banker at Wells Fargo, having been awarded the Bank’s Golden Spoke Award (top 1% performer), Pinnacle Award, and Corporate Innovation Competition winner. He was also recognized as a “40 under 40” in the Tampa Bay Business Journal in 2021.

Jason is also an Adjunct Professor at the University of Tampa teaching “Introduction to Global Business” and was named Most Outstanding Part-Time Faculty for the College of Business in 2022. The required course covered a wide range of business disciplines and a variety of business cases and simulations.

Jason is on the Editorial Advisory Board of the Risk Management Association Journal as well as the Florida Chapter of the RMA and Turnaround Management Association. Jason has been published many times in the RMA Journal and writes the “Workout Window” column for the Journal. He is also a Judge in the University of Florida’s annual Next Big Idea Business Case Competition. He is a highly sought-out speaker presenting at various professional conferences. Jason has MBA and a bachelor’s degree in Finance from the University of Florida