John Spellman Email & Phone Number

Stockbridge, MA

• Responsible for stewardship of museum finances, audits and investments. Selection of new outside investment manager has resulted in improved endowment performance at, or exceeding, benchmarks.
• Performed analysis leading to Finance Committee decision to pre-pay mortgage; museum now debt-free.
• Work closely with board leadership, museum’s executive director and its new chief operating officer.

New York, NY

• Responsible for all aspects of financial reporting, including cash flow projections, operating budget estimates, departmental reports, balance sheet, and investment reports.
• In first month on the job, coordinated operating budget review resulting in $500,000 cost savings. Managed ten-day hand-off from former financial consultants to new in-house financial team of two.
• Drove efforts to bring Raisers Edge development data and Financial Edge reporting data into agreement and brought monthly financial management reports current ahead of 2013 audit.

• Conducted credit analysis in support of DOE Credit Review Board for up to $18.5 billion in loan guarantees encompassing four new nuclear power plant projects, and supported applications through approval process.
• Analyzed complex AREVA Eagle Rock nuclear enrichment project finance transaction and performed credit evaluations of alternative energy applicants to the loan guarantee program.

New York, NY

• Collateralized Loan Obligations: Fund manager responsible for credit research and relative value recommendations for structured assets under management totaling $2.0 billion.
• Successfully managed negotiations to lengthen the Prospero CLO I fund investment period. Also analyzed and implemented indenture compliance amendments with fund trustee, in-house attorneys, and fund investors.
• Documented and prepared fund performance and indenture compliance reports for presentation to Credit Portfolio Management team, bank senior management, and CLO fund investors.
• Recommended relative value trading strategies to trading desk and portfolio managers for two Prospero CLO funds and two synthetic structured vehicles.
• Prepared and defended loan investment recommendations across multiple industries and monitored approximately 80 names, including several challenging problem loans.
• Advised trading desk and portfolio managers on relative value trading strategy for the two Prospero CLO funds and two synthetic structured vehicles.

New York, NY

Identified potential restructuring, workout and turnaround opportunities across multiple industry sectors including energy and power, healthcare and outsourcing/staffing services. Researched and wrote thought leadership industry studies for seminar series. Coordinated work of analysts and consultants in support of new and existing client assignments.

New York, NY

Consulting assignments included advising an energy venture capital fund and structuring project finance private placements.

New York, NY

Spearheaded high yield research effort for energy, oil and gas. Wrote research in conjunction with the $1 billion TNP Enterprises acquisition, the first LBO of a regulated electric utility.

New York, NY

• Initiated power, utility and gas pipeline fixed-income research effort at Deutsche Bank and supported sales and trading.

New York, NY

Mba

Ba, History

Education record