Provided financial assessment and debt management strategy for state-owned power transmission company in the Republic of Georgia.

Provided capital raising and M&A advisory services to small and mid-size Philippine companies.

Headed the investment banking group with a focus on capital raising and M&A for small and medium size Philippine corporate clients.• Led the investment banking team consisting of 6 analysts and associates.• Advised in structuring, negotiating, and pricing of investment banking transactions.• Originated and secured mandates, and built relationships with existing and potential new clients.

Co-instructor for course focusing on the theoretical and practical introduction to alternative investments.

Marketed, structured and negotiated regional investment banking deals with institutional investors. • Responsible for the private placement of debt, equity and mezzanine products for corporate clients in the Philippines, Indonesia and Malaysia.• Structured deals to balance financial and strategic needs of clients with products that satisfy investor demands.• Marketed and negotiated with institutional investors in Singapore and Hong Kong to generate demand and achieve optimal financing for clients.

Advised on the business model, marketing and portfolio construction for a start-up hedge fund.• Advised on business model, marketing and portfolio construction for a new hedge fund start-up.• Reviewed prior portfolio holdings and positions.• Recommended new potential investments and strategies.

Identified, analyzed, valued and monitored investments in a multi-asset class hedge fund with a focus on capital structure arbitrage.• Responsible for all aspects of high-yield and distressed investing including sourcing and generating trades, fundamental credit analysis, asset valuation and actively monitoring trades to maximize value. • Invested across the capital structure via bank debt, bonds and equities.• Negotiated and structured a variety of private transactions, and represented Whitebox Advisors on the board of directors for some of these investments.• Lead analyst for renewable energy and agriculture investments in Brazil and Peru. Performed valuation, due diligence, negotiation of terms and active monitoring of investments.• Recommended hedging strategies for investments utilizing securities within the capital structure and options, shorting similar companies and using commodity hedges.• Analyzed commodity supply and demand, historical correlation and volatility trends, and impact on various investments. • Industry generalist. Past sector focus includes paper/forest products, alternative energy, merchant energy, agriculture, building materials, biotech and medical technology.

Created analytic tools for identifying value in a multi-billion dollar credit portfolio. • Performed macroeconomic, quantitative, and sector analyses used to actively manage a credit portfolio with $50 billion in exposure consisting of loans, bonds, and credit default swaps for total return and risk reduction purposes.• Created a model which calculated market risk premiums of credit default swaps; identified and back-tested a long-short trading strategy using this methodology. • Developed and maintained credit curves used throughout the Fixed Income Division to identify relative value trading opportunities between sectors. • Created a capital structure relative value analysis model to adjust spreads for optionality, tenor, liquidity, and seniority for identifying long and short opportunities for bonds, loans and credit default swaps.

Structured and priced a variety of complex transactions and options for a start-up merchant energy group.• Structured swaps, options, tolling agreements and full requirements deals up to $600 MM in value.• Priced embedded derivatives in structured transactions and assisted in developing derivatives contracts.• Identified, analyzed and disaggregated each deal into appropriate risk instruments and components to determine physical and financial risk exposure and developed strategies to manage these risks.• Modeled long-term asset economics as part of due diligence efforts for potential acquisitions. Assets included gas generation, coal, hydro and nuclear.• Forecasted financial and operational performance of power generation assets and presented findings to senior level management.

Associate – Merchant Banking • Analyzed, modeled and performed due diligence on potential private equity deals.• Reviewed business plans and assisted in identifying and screening new investment opportunities. Associate – Asset Backed Finance• Managed the daily issuance of commercial paper for a $5 billion ABCP conduit; determined the proper rates and maturities of the CP as well as communicated market information with analysts and issuers.• Created and presented market reports for monthly Asset Backed Finance meetings. Reports included current economic conditions as well as details on specific ABS products.