Ben Loper Email & Phone Number

Orlando, Fl, Us

Orlando, Fl, Us

Orlando, Fl, Us

Orlando, Fl, Us

Orlando, Florida, Us

Executive Officer and Board Chair for the Special Operations Fund. For more information visit www.sof.org

Pittsburgh, Pennsylvania, Us

Responsible for funding of a ~$12B wholesale liability portfolio, intraday liquidity and cash management,and assisting in the bank’s implementation of its budget and funding plan.Help ensure market access for the bank by maintaining ongoing rapport with investment banks, examples include traveling with CFO and Treasurer to conduct investor roadshows in major markets such as NYC, Boston and Los Angeles as well as telephonic investor meetings in other markets.Help inform the bank’s regulatory posture with respect to liquidity and stress testing by meeting with peer FBO Treasurers and attending industry round-tables in NYC, meeting with consultants and reviewing industry best practices from Federal Reserve guidance and other industry publications.Leading the migration to cloud computing with automation in intra-day liquidity management, 90-dayRegulation YY cash flow projections, and interoperability of functions between python-based analytics, AWS servers, Bloomberg Enterprise data feeds and Blackrock interest rate and MSR hedging.Manage the Bank’s relationship with S&P, Moody’s and Fitch by addressing inbound requests and developing an actionable ratings strategy for the Treasurer and CFO. Successfully articulating the Bank’s strategy to rating agencies requires staying abreast of agency methodologies, proactively identifying issues of interest/concern and effective communication.

Pittsburgh, Pennsylvania, Us

Created monthly presentations reflecting the Bank’s funding posture and strategic funding goals to the Board of Directors and other C-level management committee members.Helped write press releases related to rating agency or funding events for dissemination on the Bank’s public website, company-wide email service and intranet.Helped resurrect the Bank’s note program with primary responsibilities including investor targeting, structure advisory, investor presentations and executive road-show coaching. This program resulted in $1B 3/5 year note issuance in September 2014 and $700mm sub-debt issuance in April 2015 with Citibank as lead book runner.Responsible for all Treasury Division budgeting, forecasting and budget variance analysis. The TreasuryDivision compromises approximately 16% of the bank’s assets, 17% of its liabilities and 100% of its off-balance sheet derivatives.Sole responsibility for execution of a $1B collateral upgrade securities swap with a tier 1 investment bank.Manage the ongoing forecasting and maintenance of an equity swap sale of $16 million of Visa Class B Stock by way of forward contracts and an equity conversion swap.

Pittsburgh, Pennsylvania, Us

Responsible for processing all customer sweep transactions including Federal Funds, RepurchaseAgreements, Eurodollars and exception priced accounts for High Net Worth individuals and large corporations.Assist with brokered CD issuance in excess of $750mm in addition to hedging the Bank’s monthly production of equity linked CDs with wall-street broker dealers.2013/2014 Chairman’s award recipient.

Arlington, Va, Us

Lead associate on the Institutional Investor award winning MI-EE research team covering 18 companies and responsible for developing earnings estimates, determining company ratings and issuing research reports for institutional fund managers.Developed working relationships with senior financial executives of publicly traded companies, including CFOs and Investor Relation Directors, and participated in quarterly earnings calls and investor conferences.Coordinated and traveled with management teams to speak with investors in major markets.Formed equity ratings and earnings estimates by evaluating public information (10-K, 10-Q, 8-K, etc.)coupled with proprietary market intelligence on micro and macro trends.

M.S., Quantitative Finance

B.A., Economics