- Digital Finance: Water Pipeline Serving Bakken Shale - Mezzanine debt financing for Regional Water Service (“RWS”), serving the hydraulic fracturing process in the Bakken Shale region of North Dakota, will be open to investors in early July. This loan facility will be made from a Limited Partnership which will be tokenized and settled physically or as a digital financial instrument. Key deal points… Keep Reading »
- BTC Hodler: 9% return using loan facility - BTC hodlers can now own crypto and earn a 9% annual return. Inveniam Capital Partners has arranged a crypto-secured lending facility. In partnership with Grapefruit Trading, the facility allows BTC owners, as Investors, to post BTC to finance a portion of the $52 million for The Cape at Savona, a multifamily development in Cape Coral,… Keep Reading »
- Inveniam Tokenized Transaction Informational and FAQ videos - Inveniam Capital Partners is transforming capital markets by undertaking a large, multi-offering placement of real financial instruments in tokenized form capable of being held in investors' crypto wallets. In support of this effort, we've released several informational and FAQ videos explaining the transactions, their unique features/requirements and providing analysis and insights into the marketing, adoption,… Keep Reading »
- Bridging the Gap Between Public and Private Debt Markets - A two-dimensional reality currently exists for public and private global debt capital markets, but with the emergence of blockchain technology the economic distinction between these will begin to blur. To aid in the transition, Inveniam has created a platform for market professionals to tokenize fixed income instruments built for listing and trading on global exchanges… Keep Reading »
- Capital Market Transactions on the Distributed Ledger - A White Paper providing technical details on extending blockchain and distributed ledger technologies to support the tokenization of private debt issuance. The concepts presented in this white paper illustrate Inveniam’s solution to the current limitations of the basic “Blockchain 2.0.” Inveniam deploys functions that support any complex, multi-party financial transaction for its entire lifecycle. While… Keep Reading »
- $66 Million Building to Be Tokenized on Ethereum Blockchain in Record Deal - February 26, 2019 -- Coindesk – Inveniam Capital Partners is tokenizing some $260 million in four private real estate and debt transactions, starting with a WeWork-occupied building in downtown Miami, Florida. Read the full article here Keep Reading »
- The New Role of Technology In Strengthening Trust Between Donors and Philanthropic Organizations - Strong communication is essential to non-profit institutions as they base their very existence on relationships. A non-profit must communicate in a way that mobilizes its constituents and aligns them with the organization’s mission—offering them an opportunity not just to receive information, but to be participants in the growth of the mission. This communication serves as… Keep Reading »
- Inveniam Labs: A trusted partner to navigate your blockchain and tokenization projects - We are pleased to announce the launch of Inveniam Labs, a subsidiary of Inveniam Capital Partners. The emergence of the blockchain and distributed ledger technology has already transformed numerous industries. The security, efficiency, transparency and cost savings provided by these advancing technologies are disrupting and transforming traditional business models. Combining years of technical, transactional and… Keep Reading »
- Inveniam Launches an Entirely New Type of Digital Token - Great Power, Great Responsibility Since their 2013 resurgence, cryptocurrencies have soared in popularity due to increased visibility, an influx of investment1, and the psychological appeal of disintermediation2. With this newfound momentum, came an acceptance that this new technology and a decentralized structure can be applied to an old system. It has now become clear that… Keep Reading »
- Leading the Technological Paradigm Shift in Global Debt Markets - A Change Is Coming Capital markets are in the midst of a technological sea change. However, it is not all smooth sailing. Because the markets must operate within a restrictive regulatory environment, they are relatively resistant when it comes to adapting to innovations. Even when innovations are embraced, they must coexist with antiquated systems and… Keep Reading »
February 26, 2019 — Coindesk – Inveniam Capital Partners is tokenizing some $260 million in four private real estate and debt transactions, starting with a WeWork-occupied building in downtown Miami, Florida. The firm intends to sell tokenized shares of the building, valued at $65.5 million, likely the largest piece of real estate to be financed this way to date.
March 15, 2018 — Entrepreneur – Inveniam Capital Partners is featured as one of 12 up-and-coming startups utilizing blockchain technology in brand new ways. The article highlights Inveniam’s achievement as the first organization to successfully structure and tokenize a debt instrument that is capable of being listed on global markets.
April 18, 2017 — PR Web – Press release announcing the formation of Inveniam Capital Partners’ Consulting & Advisory Services (C&A) team with the addition of six premier consultants from around the globe. “We’ve handpicked a team of hard-hitting consultants that all understand small and mid-sized companies and not-for-profits are the backbone of America,” said George de los Reyes, President of Inveniam C&A Services. “Our new C&A team will leverage their expertise and pro-Main Street values to meet our client’s needs at each stage of their life cycle. … By integrating advisory services in our model, we can help businesses successfully grow through each stage of their business and capital needs.” The six founding consultants of the C&A team include: John Brady, Bob Chronowski, Kirsten Evans, Antonio Lopez, Perry Offer and Joe Valentic.
April 4, 2017 — Investment News – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in this Investment News article discussing a rebounding Midwest economy and a resulting upsurge in significant investment and venture capital opportunities.
March 29, 2017 — Benzinga – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article highlighting the firm’s strategy to deliver best-in-class service to the underserved financial spaces of Middle America.
April 16, 2016 — Tulsa World – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway served as advisors to the Benedictine monks at Clear Creek Abbey and helped finance the first two phases of construction for their updated facilities.
January 29, 2012 — Chicago Tribune – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway helped the Archdiocese of Chicago earn an A1 rating from the Moody’s, positioning the Archdiocese for a proposed $151.5 million bond offering.
April 21, 2010 — Wall Street Journal – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in this front-page Wall Street Journal article discussing the 2010 record quarterly profit by Goldman Sachs and questions surrounding the fraud lawsuit filed against Goldman by the Securities and Exchange Commission. ‘Patrick O’Meara, president of financial-advisory firm O’Meara, Ferguson, Whelan and Conway, which works with 42 Catholic dioceses in the U.S., said none of them “is currently rethinking their relationships with Goldman Sachs.” … “There is a great deal of suspicion with the manner in which the charges were filed and the timing of the charges,” he said.’
February 18, 2009 — Wall Street Journal – Under the leadership of founder Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway financed the Diocese of Oakland’s construction of the $175 million Cathedral of Christ the Light.
May 16, 2008 — Wall Street Journal – Patrick O’Meara, founder of the firm O’Meara, Ferguson, Whelan and Conway, is featured in this Wall Street Journal article highlighting the significant increase in activity in the bond market by the U.S. Catholic Church. ‘Mr. O’Meara says that dioceses can typically borrow for 30 years at fixed rates of about 4.5%. Most of the largest commercial and investment banks are now active in the market. “Big institutions are getting into this market because it’s huge,” he says.’
Changing Lives Together is a $135 million campaign by the Archdiocese of Detroit. Consultants from O’Meara, Ferguson, Whelan, and Conway, a financial service firm founded and led by Patrick O’Meara, provided personalized training and support for each of the five waves of individual parish campaigns. The firm managed and assisted in all phases throughout the initiative, providing guidance and training enabling the successful completion of the campaign.
Patrick O’Meara, Inveniam Capital Chairman & Chief Executive Officer, sits on the Council of Scholars for the National Association of Private Catholic and Independent Schools (NAPCIS).
May 3, 2014 — The Examiner – In 2010, the firm of O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, conducted a study and demographic analysis to identify the site for a new Catholic high school for the Diocese of Kansas City – St. Joseph.
April 29, 2014 — National Catholic Register – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is co-author of this article which provides an in-depth review of the application of key leadership qualities, specific to leadership within the Catholic church.
March 31, 2013 — The Oklahoman– Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway served as advisors to the Benedictine monks at Clear Creek Abbey and helped finance the first two phases of construction for their updated facilities.
January 20, 2013 — Chicago Tribune – The Archdiocese of Chicago Office of Catholic Schools was a prominent client for O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara.
January 9, 2013 — National Catholic Register– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in a National Catholic Register article addressing the response of the Catholic church to the January 1, 2013 short-term federal budget agreement.
December 3, 2012 — National Catholic Register – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara responds to and critiques the assertions made in the August 18, 2012 Economist article, “Earthly Concerns”.
Integration of Catholic Identity, Operational Excellence, Finance, and Development in Creating a Vision for Catholic Education
March 24, 2012 — National Association of Private Catholic and Independent Schools – Slides from a presentation given by Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara at a 2012 National Association of Private Catholic and Independent Schools conference.
Catholic School Officials Gather in San Antonio to Begin the Revitalization of
U.S. Catholic Schools
February 9, 2012 — PR Web – Press release announcing a 3-day conference hosted by O’Meara, Ferguson, Whelan and Conway, a financial services firm founded and led by Patrick O’Meara. The event, “Sustaining the Mission: Integrating Finance, Development, Planning, and Operations to Strengthen Catholic Education”, brought together Catholic school administrators from around the country and was designed to assist Catholic school systems in designing financial management plans while maintaining their Catholic mission and identity.
January 17, 2012 — PR Newswire – Press release marking the completion of “Revitalizing Catholic Schools,” a report providing groundbreaking statistical analysis of more than 300 schools nationwide in order to provide mechanisms to drive improved operating results. The report was developed by O’Meara, Ferguson, Whelan and Conway, a financial services firm founded and led by Patrick O’Meara.
May 22, 2010 — Milwaukee Journal Sentinel – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway was instrumental in helping the Archdiocese of Milwaukee achieve its Faith in Our Future campaign goal of $105 million.
Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara was a lead presenter for the 2010 Lenten Symposium at the Holy Trinity Apostolate, a lay organization to bringing the ‘splendor of truth’ of the Roman Catholic Church to the faithful through the various media as directed by Vatican Council II.
November 12, 2009 — Catholic Herald – Founded and led by Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway provided sound counsel that ensured a strong launch to the Archdiocese of Milwaukee’s $105 million Faith In Our Future campaign in 2007.
August 27, 2009 — Catholic News Agency – Founded and led by Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway provided critical guidance and leadership in acquiring the financing for the construction of the Motherhouse for the Dominican Sisters of Mary, Mother of the Eucharist in Ann Arbor, MI.
August 21, 2009 — New York Times – Under the leadership of the firm’s founder Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway served as advisor to the executive director and raised the necessary capital for the film There Be Dragons.
August 12, 2009 — Our Sunday Visitor– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article discussing the practice by the Diocese of Austin of conducting an annual “Accountability Report”, an accounting of the stewardship of the human and temporal resources of the parishes over the past year.
November 23, 2008 — Our Sunday Visitor– In a 4-part series examining “Church and Finance”, Our Sunday Visitor focused on the Diocese of Austin’s entry into the capital markets. In 2005, the diocese borrowed the proceeds of a $108 million government-sponsored bond issue in low-interest, long-term, tax-exempt bonds. The bonds were used to pay off the diocese’s higher interest debt and to build and repair facilities throughout the Diocese. O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, brokered the deal which was featured on the April 2005 cover of The Bond Buyer and nominated by Goldman Sachs as their nomination for “Deal of the Year.” The firm was also featured in a separate part of the series discussing the urging of dioceses to incorporate lessons from corporate and nonprofit worlds to finance schools.
June 1, 2008 — Our Sunday Visitor– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article discussing the successes of Catholic small businesses despite a struggling U.S. economy.
November 8, 2007 — The Bond Buyer– Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway facilitated a $110 million financing for the Diocese of Oakland toward the construction of the Cathedral of Christ the Light in downtown Oakland. “Historically, dioceses and Catholic institutions have saved up money in advance to pay cash for necessary capital projects,” O’Meara said. “The cathedral financing reflects a growing willingness among Catholic dioceses to use the capital markets to their advantage.”
August 12, 2007 — St. Louis Business Journal – Under the leadership of O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, Mother of Good Counsel Home in north St. Louis County successfully raised the $10 million needed to expand and renovate its facilities.
August 26, 2006 — The Ledger – Led by founder Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway facilitated the financing and strategic consulting work surrounding the Diocese of Orlando’s planned nine-figure capital campaign and transformation project.