Dale James, Cfa, Frm Email and Phone Number

- Developed internal model for assessing the impact of a merger transaction on the volatility of earnings and the breakeven cost of capital given projected synergies- Collaborated with team on the structuring and execution of refinancing and new money issuances for healthcare, higher education and public infrastructure clients

- Market risk management of company and subsidiaries. Developed and implemented policies, processes and models to manage company's exposure to market risks.- Managed Preference share offer, - Structured and executed US$294 million bond deal,- Collaborated with cross-functional team to complete business plan for an acquisition, - Negotiated with regulators on behalf of industry group re proposed prudential reforms.

Monitor and report on the market risk exposure of investment/securities portfolios. Measure duration, liquidity and currency risks and Value at Risk (VaR)

Provide portfolio management services to pension funds. Manage proprietary investment portfolios.

Provide subject matter expertise for the implementation of a new investment administration system. Lead Model Office exploration, develop UAT scripts and custom reports. Lead data conversion and training of end users. Assist in process and procedure development and documentation.

Provide investment management services to pension funds. Provide fixed income and equity analyses to clients. Analyze and value portfolios and report analyses to trustees and management.

Assist with management of proprietary portfolios and investment accounting. Prepare account analyses.