Daniel Forman Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Palo Alto, California, Us

Palo Alto, California, Us

Monument, Colorado, Us

Dallas, Tx, Us

Establish Family Office platform with a focus on driving value by sourcing/structuring of investments, building strategic relationships and creating an institutional quality middle office with proprietary reporting capability.

Gogarburn, Gb

Provided Investment Banking deal execution and coverage across non-mortgage ABS sectors and CLOs▪ Responsible for the origination, analysis, structuring and execution of over 30 transactions amounting to over $25 billion in newissue ABS across asset classes such as auto loans, equipment, aviation, timeshare, solar PPAs and CLOs▪ Responsible for transaction documentation review of offering memorandums and indentures including negotiation with investorconditions, rating agency requirements and tie-out of transaction structure, credit enhancement, and priority of payments▪ Worked collaboratively with the syndicate desk and sales coverage in the investor development process, including analyzing andpresenting roadshow marketing materials detailing participation across ABS deals to illustrate investor demand

New York, New York, Us

Performed in-depth analysis of consumer and commercial ABS in the auto, aviation, equipment and esoteric sectors▪ Analyzed and evaluated collateral characteristics, capital structures and cash flows to assign and monitor ratings▪ Modeled and sensitized collateral and structural performance to determine loss proxies, multiples and coverage assumptions

New York, Ny, Us

• Responsible for settlement and administration of the Term Asset-Backed Securities Loan Facility. (TALF)• Actively monitor and maintain margin reports for two reverse repo trading platforms by creating Excel templates. • Analyze the funding needs and asset allocations for six conduit programs (i.e Auto-Receivable- Commercial Paper Conduits, Guaranteed Investment Certificate Vehicles, Variable Funding Note SIV’s, and Tri-Party reverse repo Conduits ), with average daily volume totaling $10B. • Monitor and model the credit and liquidity risk,carrying costs, and interest rate exposure for global structured vehicles.

Toronto, Ontario, Ca

• Assisted six Financial Consultants with client proposals ranging from equities to fixed income • Conducted mutual fund research using Lipper, Morningstar, and RBC research to locate top fund choices in multiple asset classes• Prepared client review reports including performance year to date, asset allocation, risk analysis, size, sector exposure, and ratings allocation• Constructed enhanced energy and infrastructure related reports for senior management

New York, Ny, Us

• Provided support to the Mortgage Backed Securities desk dealing with MBS and ABS securities and the ABX & CMBX indices inside the CIO group• Gained an understanding of a macroeconomic view of the markets from economists specializing in macro principles and reading daily economic reports issued by financial institutions• Daily assignments included: being in charge of global equity risk reporting, tracking and pricing proprietary bond positions and compiling detailed reports on hybrid floating rate bonds and originating spreadsheets with the Asset Backed Securities' Indices

Finance

Education record