Nicholas (Nick) Smith, Cfa Email & Phone Number

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I am currently responsible for managing half of Nationwide’s Private Debt portfolio, which has $4.5 billion in committed capital. This portfolio comprises credit funds, separately managed accounts (SMAs), and co-investments targeting middle-market to upper-middle-market borrowers. These borrowers typically have EBITDA ranging from $20 million to $1 billion.My responsibilities encompass a wide variety of tasks, including underwriting new investments, managing the existing portfolio and relationships with fund managers, serving on Limited Partner Advisory Committees, developing an investment pipeline, fulfilling reporting requirements, and supporting special projects. My work has included structuring SMAs, negotiating Limited Partnership Agreements (LPAs), and structuring rated notes.I am part of the Nationwide Private Debt team, which is a part of a larger 200+ investment team managing assets exceeding $100 billion. These assets include fixed income asset management, alternative assets, credit research, risk management, portfolio management, client advisory services, and operations functions.On a daily basis, I assess long-term macroeconomic trends and changes in the economic, regulatory, legislative, and competitive business environment. My goal is to understand how these factors could potentially impact the performance of our existing investments.I possess a comprehensive understanding of the private debt market, leveraged finance market, and broadly syndicated loan market. This knowledge allows me to evaluate risk-adjusted returns and relative value across various investment opportunities. Additionally, I have a thorough understanding of the capital treatment within insurance companies and monitor regulatory changes that could influence the private debt investment process.

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Gb

Gb

Bloomington, Indiana, Us

Graduate Assistant for Robert Ridlon

Fort Wayne, In, Us

Participated and completed work-papers for both audit and reviews of small to medium size businesses using Microsoft Excel spreadsheets and Caseware Working Papers. Prepared individual, partnership, and corporate returns using UltraTax software. Created Excel spreadsheet for individual clients to vary input data to analyze their future federal and state tax liabilities.

Jacksonville, Fl, Us

Daily recorded employees hours and charged them to appropriate jobs. Researched and ordered monthly marketing giveaway to local business associates and references. Organized monthly continuing education courses for 30 local area insurance professionals. These events included coordinating two thee-hour continuing education courses, two meals, and giveaways for each attendee.

Crawfordsville, In, Us

Collected and compiled data for students to analyze changes in Latin American economics through analysis of different data sources. These sources included websites from the World Bank, Federal Reserve, and other open source data tools. Graded and recorded assignments for three economics courses.Created handouts to guide students using the different data sources and programs previously listed.

Master'S Degree, Accounting

Bachelor Of Arts (B.A.), Economics