Bert Nelson Email & Phone Number

Priced and structured foreign and domestic leveraged leases of $20MM to $150MM equipment and facilities for equity investment. Analyzed the lease portfolio for corporate accounting and tax departments. Created a financial projection of an Irish leasing company with multiple leases out to 2031.Repriced IRS settlements of structured leases. Performed sensitivity analyses for foreign and domestic leases involved in tax audits. Analyzed the lease version of the corporate return on risk asset model.

Key responsibilities included working with relationship groups and shipping industry specialists to originate and to price structured lease transactions to global Citibank clients. These transactions required interaction with Citibank clients at a senior level. Facilitated and mediated customer and internal corporate expectations to surface and resolve potential problems.Priced and coordinated two cross-border transactions that closed in 1997: A leveraged lease for a container ship valued over $50MM;Two synthetic leases totaling about $30MM for a car carrier and a container ship.Priced a $55MM cross-border leveraged lease for a New Zealand ferry closed in 1998.

Responsible for all pricing analyses and for contacting and negotiating with equity investors and appraisers. Explained manufacturing equipment and processes to Japanese colleagues. Participated in site tours. Primary business is domestic leasing for Japanese subsidiaries in the U.S.Competitively priced and won more than 16 leveraged lease transactions from $3MM to more than $50MM in equipment cost. Improved structuring contributed to a three-fold percent increase in domestic business over prior years.Analyzed, priced and negotiated with equity and appraisers for an exclusive $160MM leveraged lease transaction awarded by a major Japanese electronics subsidiary in the U.S.Created comprehensive lease versus buy analyses to substantiate leasing.

Priced asset based equity or debt financing for transactions from $5MM to more than $250MM in equipment cost. Competitively priced and structured ownership and commissioned FSC transactions of up to $125MM. This involved extensive contact with tax attorneys and lessee advisors.Structured off balance sheet financing for transactions up to $35MM.Created a project finance and debt structuring analyses which allowed the importing of individual parameters for over 330 leases encompassing 25,000 railcars.Developed the department's official ROA analysis for leases which was installed into the INTERET lease pricing and optimization program. This analysis included the tax effects of any ownership or commission FSC's at all levels.Designed and implemented a loan model used by over 75 account officers and administrators.Created a system to automatically price each of 60 leveraged and single investor leases. This system allowed easy variation of individual lease elements, rapid and accurate determination of the maximum purchase price and also produced descriptive overall portfolio summaries.

B. S, Physics

M.B.A, Accounting

Baruch Graduate Fellowship Thesis: An Investigation of Stock Market Behavior Around a Threshold of Firm Distress: A Re-examination.