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Greg Wendt

senior equity portfolio manager at Morgan Stanley

Greg Wendt is a senior equity portfolio manager at Capital Group with over 36 years of investment industry experience, specializing in U.S. casinos and gaming, leisure facilities, restaurants, merchandising, and small-cap companies. Throughout his career at Capital Group, he has delivered in-depth research and investment strategies for leading companies across these sectors, consistently generating long-term returns for institutional clients. He began his career at Capital Group and has remained there, earning recognition as the longest-serving analyst in the firm’s history. Wendt holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Chicago.

Greg Wendt's questions to MIL leadership

Question · Q3 2015

Greg Wendt of Morgan Stanley asked for details on trade receivables aging, inventory valuation methods, the nature of the bank being acquired, its expected profitability timeline, and any public comparables for the new business model.

Answer

CFO Sam Morrow explained that receivables aging is managed and inventories are marked-to-market quarterly, with no unhedged long positions. He described the bank acquisition as a 'Greenfield' opportunity, not a distressed asset purchase. CEO Gerardo Cortina noted they can begin offering services immediately to their existing customer base. Morrow suggested Bladex (BLX) as the most apparent public comparable and agreed to consider a post-close conference call.

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