Grant Garlock Email & Phone Number

Dallas, TX, US

• Originated and closed 13 mezzanine loans tied to commercial real estate a for a small balance mezzanine debt fund over the last 18 months. o Senior Banks: Goldman Sachs, Wells Fargo, Morgan Stanley, Rialto, CIBC.
• Grew the fund from an initial $3 million investment to the current level of $50 million in capital.
• Built an industry wide network of over 1,000 senior loan originators, real estate investment bankers and mezzanine debt distributors to build a loan pipeline that generated an average of 25 deal leads per month.
• Established policies and procedures for credit, underwriting, due diligence, legal requirements and asset management.
• Negotiated Inter-creditor agreements with top real estate investment banks.
• Developed propriety debt valuation and credit analysis models to evaluate prospective loans.

• Organized the financial pre-audit (September) and full-audit (January), including setting up meetings/interviews with employees and auditors regarding business processes, accounting methods, and needed documentation.
• Built financial models and presentations for banks to support a proposed credit line. Obtained an extension of the current credit line from $15 million to $30 million in January 2015 with the possibility of future.
• Co-ordinated financial reporting on a monthly, quarterly and annual basis.
• Developed business analysis reports for daily pipeline volumes, monthly electricity, operating cost, revenue and tariff reports, which we used internally and presented to external constituents.
• Performed daily controller duties. Managed accounts receivable/payable and evaluated construction and operating expenses, monthly revenue, and annual surface lease invoices.

• Financials On-Tap
• Project work: Finance, Business Development & Strategy; Startup FP&A Consulting BusinessExiom Site Services
• Project work: Financial Modeling and Forecasting.Elemetal Capital, a precious metals company
• Project work: Establish trading risk controls, policies and procedures, as well as improving data gathering processes and reportingAperio Insights, a consulting and research firm
• Project work: Major Automaker hired Aperio to give insight into the future of the inside of the car. Specific areas of focus were Connectivity, Consumer Expectations, Hardware/Software and User Interface
• Developed product use scenarios based on future consumer expectations to best identify a market strategyThe Energy Prospectus Group, an equity research firm

Dallas, TX, US

Concentrations: Finance & Strategy/EntrepreneurshipClubs: Finance, Strategy and Rugby (Captain)Crossen Scholarship Recipient 4th Place 1st Year Business Case Competition

Zurich, CH

• Developed investment solutions by integrating Excel VBA's with the Bloomberg API for more efficient data extraction and data analysis to find and market $50-$100mm investments in fixed income securities to.

US

• Developed and improved hedging strategies for the $15 billion loan origination pipeline portfolio.
• Analyzed risk metrics (e.g. duration, convexity, vega) to identify specific areas of risk within the loan portfolio and possible areas of concern in the future.
• Created a daily Pipeline and MBS portfolio report to measure compliance to interest rate risk policy triggers and limits (e.g. duration gap, yield curve scenario analysis & sensitivity). Discussed issues and findings.

• Analyzed residential mortgage-backed securities created by Credit Suisse and Lehman Brothers to evaluate each securities overall structure, integrity, creditworthiness, and performance.
• Returned over $8 million to securities holders by identifying fraudulent underlying loans, correcting systemic issues within the structure of the security. Identified and addressed servicing issues with loans within.
• Trained new analysts and peer teams within the company regarding analysis of second-lien RMBS

• Created financial models to find and evaluate investment opportunities in domestic public equities.

Mba, Finance And Entrepreneurship

Bachelors, Economics And History

High School