Matt Kaplan Email & Phone Number

Miami, Florida, Us

Responsible for sourcing and initiating investment ideas as well as the determination of position sizing, hedging, catalyst path, and exit/entry points based on fundamental research and credit document analysis• Managed approximately 20 unique positions per year in both debt and equity investments, some in excess of $300mm notional.• Lead investments in liability management exchanges, liquidations, DIP financings, ad hoc creditor groups and steering committee’s for in-court and out-of-court restructurings.• Developed holistic portfolio P&L scenario analysis with inputs from team members on down/base/up case scenarios and incorporated statistics-based quantitative analysis of possible market shock outcomes to improve portfolio construction and trade sizing decisions.

Selected to move to London and build out the firms recently acquired international operations with a focus on high yield credits and bankrupt estate claims across multiple jurisdictions• Led due diligence, marketing and master purchase agreement structuring of a €100mm+ liquidating bank portfolio which included private credits and controlling stakes in four small- to-medium sized enterprises.• Helped build a European claims trading platform that facilitated trading over $1bn in claims by 2015, from zero volume prior to 2014.

Los Angeles, Ca, Us

Supported distressed credit analysis effort led by a former bankruptcy attorney • Focus on analysis and valuation of companies’ capital structures including the reading of credit agreements, indentures, certificates of designation, etc. • Facilitated trading of esoteric securities including interests in litigation trusts and liquidating estates supported by valuation analysis.• Oversaw and managed the quarterly publication of the Reorganized and Unlisted Equity Monitor.

Interned on the trading desk as an analyst.

Bs, Managerial Economics

Education record