Specialist Funds Team
Chong Chan
Executive Director and Actuary
Chong Chan is an insurance and financial expert with 30 years of experience in the insurance industry. He has earned the Fellow of the Society of Actuaries designation, as well as the Fellow of the Life Management Institute designation. Prior to joining Seabury in 2004, Mr. Chan co-founded Answer Financial Inc, an on-line insurance brokerage company. For the last seven years, Mr. Chan and his partner raised over $195 million of equity capital from institutional investors, and built Answer into a national, full-service insurance agency that markets 14 lines of products to consumers using a multi-channel distribution platform.
Tony Wong
Life Product Specialist
Tony joined Seabury in January 2006 and is responsible for underwriting and pricing individual life settlement policies. Tony has an extensive background in the Life and Health Insurance industry dating back to 1998. As a Life Specialist for Seabury, Tony currently works with the major life settlement brokers providers to price and source life settlement policies. He also conducts in-depth analysis and risk assessments of the life expectancies of the insured parties.
Joseph Chan
Operations Manager
Joseph joined Seabury in January 2006 as our Los Angeles Office Manager, responsible for the administration of assets under management, including life settlement portfolios. Joseph is an experienced operation executive. Prior to joining Seabury, Joseph was Chief Operation Officer of Cels Enterprises Inc., an international OEM shoe manufacturer whose business is private labels and licenses to clients such as Wal-Mart, Sears, Nine West, Ross, Nordstrom & Macy’s.
Matthew T. Stone
Senior Vice President
Matthew Stone rejoined the Seabury Group in February 2002 and has responsibility for transaction structuring and execution, with an emphasis on mergers and acquisitions and private equity deals. Mr. Stone previously worked in the Corporate Development Group of Micron Technology, Inc. where he was responsible for coordinating strategic investments in and acquisitions of private and public semiconductor companies. Prior to Micron, Mr. Stone served as Vice President of Business Strategy for 1GlobalPlace, Inc.
Stephan T. Krastev
Vice President
Stephan Krastev joined Seabury in April 2002. During his tenure at Seabury, Mr. Krastev has structured and executed a broad range of transactions, including restructuring, capital raising and M&A advisory.
Most recently, Mr. Krastev was involved in the highly successful liquidity financing programs for US Airways ($525M) and Air Canada (C$1B) and advised Frontier Airlines in its acquisition by Republic Airways.
Omar Mirza
Vice President
Omar Mirza is a Vice President in Seabury's Investment Banking and Financial Restructuring team. With over 10 years experience in Investment Banking, Restructuring and Distressed Debt, he also practiced as an Attorney for 2 years in Corporate Law, Restructuring and Distressed Debt. Mr. Mirza is part of Seabury's rapidly growing Investment Banking and Financial Restructuring practice with a focus outside of the firm's traditional Aviation and Aerospace sectors.
Jonathan Montbach
Vice President
Jonathan Montbach joined Seabury Group in December 2009 as Vice President, Investment Banking and Restructuring. Montbach will be part of Seabury’s growing advisory practice which is focused on extending the firm’s capabilities in areas outside of Seabury’s established global leadership position in aviation and aerospace.
Chance Moreland
Associate
Chance Moreland joined Seabury in November 2007. During his time with Seabury, Mr. Moreland has been involved with select business aviation corporate advisory engagements and numerous airline M&A / restructuring assignments throughout the U.S. and Europe. Prior to Seabury, Mr. Moreland was employed by SH&E where he specialized in business aviation consulting with projects including FBO, MRO, and aircraft OEM acquisition due diligence, development of an FBO investment seminar for a major investment bank.
James T. Lalos
Managing Director
James Lalos joined the Seabury Group as a partner in November 1997 with more than 20 years experience in strategy development and market planning in the airline and travel industry. Mr. Lalos advises Seabury clients on business strategy and has assisted new-entrant and regional air carriers in the preparation of business plans. Prior to joining Seabury, Mr. Lalos was Staff Vice President at Trans World Airlines, Inc. with responsibility for marketing programs and alliance programs.
