John Bell, Cfa Email & Phone Number

Dallas, Texas, Us

Develop and execute various enterprise-wide operating and financial forecasts necessary to achieve Xebec’s strategic vision of providing top tier investment opportunities in opportunistic industrial real estate assets.Currently spearheading the analytics, capital raising, and execution of various projects involving the creation of a modern smart city across 50 sq. miles in the heart of the Texas Triangle, aka Sandow Lakes Ranch.Leading the charge on modeling and capital raise for a $1.4B gas-fired power plant in Central Texas. Build 3 statement models and deliver supporting investment thesis for several affiliate joint venture partnerships.Raised $125 million in equity and debt capital for the class A infrastructure supporting an Advanced Manufacturing and Logistics Campus at Sandow Lakes Ranch. Manage $1.2 billion open-end industrial real estate trust, providing strategic analytical insights for property acquisitions and dispositions, optimal capital stacking, and portfolio yield enhancement.Manage core and development real estate debt obligations, opining on hedging scenarios, refinancing opportunities, and duration management.Spearheaded development of 325 miner Bitcoin facility, resulting in $1.2 million in gross revenue in first year

Dallas, Texas, Us

Lead a group that actively values, acquires, and manages whole bank and loan portfolios throughout the Southwest; employing various valuation methodologies such as DCF, comparative sales, and capital asset pricing models.Collaborated with Quantitative Analytics to tackle challenging issues in accounting and finance, including strategic planning, budgeting and forecasting, quantitative risk modeling, liquidity management, and financial reporting.Implemented cash-flow yield models to account for accretion on credit impaired purchased loans; resulting in over $350 million in net interest income life to date.Developed models to forecast bank net interest income and conduct variance analysis to back test projected vs actual results.Managed cross-functional reporting relationships including treasury, accounting, legal, risk management, and auditors.

Dallas, Texas, Us

Provide total balance sheet strategy for over 20 banks and credit unions, specializing in asset liability management, investment management, liquidity forecasting, M&A advisory, hedging, and derivatives.Perform comprehensive merger valuations providing entity and fair market value assessments of the combining parties and offer a determination on the resulting impact on capital and goodwill.Assess financial institutions’ balance sheet interest rate risk by analyzing the results of asset/liability DCF analyses and implement hedging strategies through the utilization of fixed income derivative transactions.Developed bank liquidity forecast utilizing cash flow projections centered on interest rate forecast, loan and investment growth, funding stability, and capital market assumptions.Evaluate MBS/CMBS/ABS securities in different interest rate environments utilizing stochastic Monte Carlo simulations to calculate OAS spreads over interpolated forward curves.

Toronto, Ontario, Ca

Responsible for overseeing all aspects of 15 client relationships comprising over $1.1 billion in assets. Primary duties included the ongoing evaluation and selection of buy-side asset managers across multiple investment styles, capital markets research, trustee and custodial searches, investment reporting/due diligence, and the development and implementation of strategic allocation policies tailored to meet each client’s long-term investment goals.Performed extensive research on traditional and alternative asset classes and products including Private Equity, Real Estate, Hedge Fund, Credit, and Target Date Fund strategies. Analysis utilized holdings analysis, stress tests, market projections, and multiple quantitative measures (Treynor, alpha, beta, etc).Collaborated with Royal Bank of Canada Sr. Officers in the evaluation and selection of a Target Date Fund Provider to be used as the default investment option in the RBC-USA 401(k) Plan

Bachelor Of Business Administration - Bba, Finance

Bachelor Of Science - Bs, Economics

Master Of Science - Ms, Quantitative Finance