Adam Smith, Cfa Email & Phone Number

Calgary, Alberta, Ca

Calgary, Alberta, Ca

Paris, Fr

Was responsible for all Canadian Reserve-Based Finance activities; client base included Canadian E&Ps and Canadian-based E&Ps operating abroad; also managed transactions with non-Canadian clients in LatAm• Identified potential clients, developed relationships, and won deals• Coordinated cross-selling of other products with business lines, e.g. M&A, debt capital markets, interest rate derivatives, foreign exchange, commodity hedging, equity derivatives• Led deal teams with members up to Director level, in preparation of credit applications and other credit matters, due diligence, and legal documentation; handled performance reviews for some junior staff• Repositioned SG in the Calgary market from a traditionally pure syndicate participant to a bank capable of playing lead or co-lead roles, playing an active role in structuring transactions, with special expertise in difficult and/or complex transactions• Played a key role in strategy of the RBF business in the Americas, including business development, regulatory compliance and other key issues affecting the entire portfolio• Managed a number of insolvency and near-insolvency situations in 2015-16

Paris, Fr

Substantially similar to Director responsibilities (see above)

Paris, Fr

Supported one Managing Director in an effort to rebuild the upstream oil and gas financing business from scratch in a very different market segment• Instrumental in winning/structuring SG’s first lead RBF mandate in Canada (Storm Ventures)• Had primary responsibility for managing several accounts; supported MD in managing others • Wrote credit applications and/or supervised junior staff in preparation thereof• Provided oversight of one Analyst and one Corporate Credit Group Associate

Paris, Fr

Worked in a small team with one Managing Director focused primarily on originating transactions with energy infrastructure clients in western Canada• Analysed and created detailed financial models• Generated corporate finance ideas to pitch to clients• Cultivated relationships with potential new clients• Performed credit analysis for several deals• Attended client meetings to assist in pitches and prepared pitch books

• Performed research for brokers, corporate finance and fund manager• Assisted corporate finance department in preparing pitches to brokers• Contributed to weekly investment meetings• Became an expert and referral point for new market data software• Assisted and performed administrative tasks for brokers and traders

Cfa Charterholder

B.A., Economics