Robert Packer Email & Phone Number

New York City Metropolitan Area

Support developers of energy transition technology and methodologies with the potential to optimize affordability and reliability.

Connecticut And Rhode Island

Cybersecurity risk consulting for aerospace and marine defense subcontractors to meet CMMC and NIST 800-171 for DOD eligibility.

New York, Ny

Advised international banks on underwriting and loan syndication best practices, credit risk governance, and regulatory strategy for U.S. wholesale operations. Focus on high-risk exposures to oil & gas upstream, refining and marketing, services, infrastructure, real estate, aviation, receivables financing, ABS and CLO.

RBL MODULAR ANALYTICS©: Analytical and portfolio management tools for oil & gas reserve-based loans (RBL). EVERETT ADVISORY PARTNERS: Energy and real estate loan portfolio evaluations for regional and community banks.

New York City Metropolitan Area

I led the transformation of commodities counterparty credit risk management and culture through rapidly changing markets, the financial crisis, and heightened regulatory scrutiny. At the same time I led strategic project initiatives for global credit to address the firm’s regulatory and return on capital objectives following Morgan Stanley’s transition to a bank holding company. - Head, NY Commodities Counterparty Credit and Chief Credit Officer Commodities Swap Dealer… Show more I led the transformation of commodities counterparty credit risk management and culture through rapidly changing markets, the financial crisis, and heightened regulatory scrutiny. At the same time I led strategic project initiatives for global credit to address the firm’s regulatory and return on capital objectives following Morgan Stanley’s transition to a bank holding company. - Head, NY Commodities Counterparty Credit and Chief Credit Officer Commodities Swap Dealer (2006-2015):Led counterparty risk management for the bank industry’s largest sub-IG portfolio of complex derivative and physical transactions- Founder & Co- Chair, Commodities Middle Market Direct Lending Committee:Led new product initiatives for $4Bn middle-market direct lending and project finance to solar/wind, oil & gas, and metals/mining- Co-Chair, Global Oversight Committee for Credit Risk Metrics:Realigned oversight of models and methodologies for firmwide credit capital. Conducted firm level evaluations to establish effective challenge for the board of directors and regulators.- Risk and Regulatory Project Management:Capital optimization, compliance system design, bank/regulator collaborations.- Energy Lending (2002-2006):Led energy, infrastructure, and metals/mining lending initiative when Morgan Stanley entered corporate lending to compete with commercial banks. Show less

Global infrastructure and independent power (US, China, Latin America), utilities, engineering services, transportation, equipment rental, waste management, and homebuilders. Led the first coverage of US independent power developers and US utility bankruptcies. Built industry first research for project financing of power and infrastructure in China and Latin America.

New York, United States

Bankruptcies and Restructuring.

Pipeline, Gas Processors, Upstream, and Majors. MLP and Royalty Trust structures for oil & gas and timber assets.

Brooklyn, New York, United States

Independent Power / Cogeneration Project Development - Kennedy International Airport Cogeneration electric and thermal plant development, financing, and fuel supply management.

New York, New York, United States

Regulated Utilities, Nuclear Bankruptcy, Oil & Gas, Metals & Mining, and General Industrials. Advised clients on a wide range of industry-first transactions that foresaw the restructuring of the electric power industry, including the first regulated utility hostile defense, the first bankrupt utility acquisition, and the first nuclear acquisition..

Boston, Ma

Structured direct investments in class A office, industrial, strip mall, multi-family residential, and lodging properties.

Ms, Management

Bs, Mechanical Engineering

Pi Tau Sigma engineering honor society. Motorola Cellular cellphone pilot and Borg Warner Automotive Research Toyota CVT JV co-op.