Alex B. Email & Phone Number

New York, Ny, Us

Responsibilities include sourcing, underwriting, structuring to opportunistically invest. Experience in credit analysis, restructurings, DIP loans, legal document negotiation, company governance, operational improvement, roll ups, and secondary transactions. Fund-level risk management and manager of a portfolio of side pocketed Hedge Funds purchased in the secondary market. Created the portfolio-level risk model as well as tools to value individual hedge funds and the illiquid assets in them. Author of Fund's quarterly newsletter and Investment Committee memos.MB Global Partners is a New York-based private equity firm focused on investing in special situations and opportunistic credit markets. It deploys an innovative tactical approach to portfolio construction by allocating capital to fundamentally mispriced situations arising out of market dislocations, structuring complexity, need for liquidity or the speed of execution. The firm invests via discounted debt, equity or structured solutions, depending on where we identify value in a specific opportunity. The core of our strategy is to preserve and multiply our investors’ capital.

Consultant to Edex Recovery Solutions LLC to assist in the analysis of a large,distressed hedge fund's remaining assets and generate a report to shareholders. Goal of winning the mandate to wind down the hedge fund's assets and structure.

Brussels, Be

Valued portfolios of illiquid assets in gated hedge funds to determine expected recovery of NAV. As investor, regularly met with hedge fund managers to understand assets, structures, payment waterfalls and realistic timeline for payouts.- Traded secondary hedge funds totaling over $75M. Executed multiple large portfolio sales, including 6 month process to sell remaining assets. Populated data room, familiarized bidders with fund managers & assets, completed in multiple Phases.- Drove fund asset monetizations and valuations, restructurings and lowering of management fees by serving as member of multiple hedge fund advisory/liquidation committees.- Architected and maintained Excel/VBA-based valuation tool for team that standardized and improved reporting to senior management and risk, generating 50+ valuation reports.- Processed hundreds of transfers and corporate actions/restructurings coordinating with legal, tax & administrative teams.- Sold equities as needed by desk ($6M of stock).- Negotiated with secondary markets like Hedgebay to source buyers of hedge fund baskets and individual positions.

Financial Consultant to post credit-crisis distressed funds to aid with recovery and/or achieve profitability.- Developed statistical arb strategies using levered ETFs. Traded volatility arbitrage, currency, commodity and forex ETFs.- Projects include sourcing sidepockets and due diligence/competitive analysis for a start-up sewage alarm company.

Advised CFO and COO on all 6 outstanding leverage facilities during height of the credit crisis.- Presented detailed reports of future cash flows against Lender repayment deadlines to Board of - Directors, resulting in concrete action plans for each leverage provider.- Subsequently negotiated with leverage counterparties to restructure and renew facilities so that no lender foreclosed and Coast maintained their collateral to repay investors.- Improved facility models/monitoring and processes; Implemented daily structure for Front & Middle Offices.

London, London, Gb

Managed all US based deals from inception to peak global size of $30B notional and $10B loan amount outstanding. Responsible for all junior traders, risk, and coverage in NY. Supervised day-to-day monitoring of all trades including valuation of derivatives and hedges, re-weighting baskets of hedge funds, checking derivative underlyings for compliance with all guidelines: concentration, volatility, liquidity and distance from barrier. Fielded daily requests from 20+ clients regarding all aspects of ongoing transactions.

London, London, Gb

Traded Convertible Bonds, options, swaps, CDS and equities for Proprietary Book. Originated trade ideas and responsible for execution, monitoring and exit. Managed gamma & rho of entire book on a daily basis, trading around $0.5M – $1.0M daily.- Developed proprietary CDS vs. Equity model in Matlab. Mined data and fit curves to uncover strong correlations.- Modeled Convertible Bonds & Mandatory Convertibles as they were issued in grey market (e.g. PERCS, DECS, PRIDES, etc.)- Coached programmers to install and refine Convertible Bond models. Installed volatility/credit surfaces and alternative models (Monis, Firm Value) to enhance pricing of CBs. This enabled traders, market makers to be quicker & more accurate.- Presented to market makers and salesmen on technical aspects of modeling a convertible bond.

Ms, Financial Mathematics

Bs, Mathematics And Physics