► Led transformative asset allocation and origination supporting a disruptive ~40% PRT new business growth to $10Bn+ AUM. Generated over $3BN deal flow and underwrote and executed ~$1BN at ~150 bps pickup over return hurdles.► Led expansion into new asset classes and structured finance within 2 years resulting in incremental profitability and enhanced spread on PRT pricing portfolio.► Played a pivotal role in delivering ~10% of PRT assets and building an investment franchise with proprietary sourcing and issuer relationships, and a high-performing team to support complex structuring and fast execution.► Underwrote and executed ~$100MM of alt. investments in collaboration with LGIMA, LGC, and external managers delivering net IRR of ~12% beating internal hurdles by ~300 bps.► Developed and trained a team of 3 investment professionals to lead credit underwriting, external manager relationship management, and structuring across Corp credit, infrastructure, real estate, and alternatives.► Conceived tactical investment opportunities to generate profitability and developed portfolio analytics including credit and DI monitoring and manager performance benchmarking and reporting.► Championed strategic initiatives including JVs with sponsors and originators to support global deal sourcing.► Fostered strong collaboration with internal affiliates by originating and executing deal flows to support AUM growth; building external manager evaluation frameworks; and supporting US expansion of LGIMA and LGC.► Develop creative and flexible financing solutions bilaterally with issuers and originators matching liability-driven investment mandates with proprietary capital-efficient structuring across multiple regulatory jurisdictions: US RBC, Bermuda BSCR, and UK Solvency II.

► Manage investment portfolio of Legal & General’s US Pension Risk Transfer business, which wrote over $2BN in premiums in 2022, and Protection business.► Lead research on new asset classes and implement new investment strategies that offer attractive risk/return profiles in a capital-efficient framework. ► Focus on deal origination, due diligence, underwriting, and structuring in alternative credit and real estate.► Execute bilateral transactions with issuers and originators in real estate, renewables, and esoteric asset classes, uniquely structured for L&G balance sheets and liability-driven investment mandates.► Develop thought leadership across macroeconomic themes, asset classes, and investment strategies.► Lead a team of strategists and analysts supporting new investments and portfolio management.

The Fixed Income Investor Network was formed with the sole purpose of serving as an investor-led coalition in the structured finance markets, committed to providing investors with networking channels to collaborate and connect; educational forums and platforms in which to learn and share opinions, research, and knowledge on important concepts and developments in the fixed income structured finance markets. The aim of FIIN and its members is to enable fixed-income institutional investors and asset owners the ability to promote a healthy marketplace that facilitates innovations, transparency, and liquidity while minimizing market friction.Link: https://www.thefiin.org/about/leadership.html

SENIOR ANALYST & PORTFOLIO MANAGER► Portfolio Manager of credit and real estate equity portfolio with a focus on insurance liability-driven investing and risk-adjusted returns for Converge Re, which is a Lightstone Group insurance platform.► Perform financial statement, fundamental and relative value analysis, create underwriting models and investment memos, and generate investment ideas for leveraged loans, high yield, and distressed bonds.► Build financial models for Agency MBS and ABS and recommend the introduction of additional asset classes in the portfolio.► Evaluate, analyze, and execute opportunistic investments in special situations and distressed bonds with ~20% target return.► Negotiate loan documents and restructure issuer capitalization in collaboration with internal and external counsel.► Communicate regularly with investors, CIO, and Executive Management on investment performance, market updates, and recommend on Strategic Asset Allocation, portfolio construction, and tactical investment strategies.REAL ESTATE ACQUISITIONS► Underwrite, negotiate, and close investments in multifamily, hospitality, and industrial across bridge loans, and mezzanine debt; perform financial due diligence, prepare Investment Committee memos, and consult with legal.► Performed credit underwriting of tenants and executed Credit Tenant Lease and Triple Net deals for Industrial and Retail properties, including last mile distribution, warehouses, and grocery anchored centers.► Support Executive Management in business initiatives, and investing and capital raising strategies.

EQUITY ANALYST & PORTFOLIO STRATEGIST► Led a team of 3 Research Analysts, and support retention and development of client relationships.► Structured trading baskets (thematic ETFs) based on key themes like rising rates, clean energy, industrial automation (IoT), last-mile distribution, and M&A candidates - which generated over 10% alpha vs. market indices.► Led content and ideas for key marketing products and research reports including Sector Positioning, Weekly Pulse, and Portfolio Manager Toolkit, and earned broker votes from clients.► Built a detailed valuation model based on factoring in takeover premium in price targets of potential M&A candidates. Led to 10% additional alpha on Buy-rated M&A stocks.► Confer with salespeople daily and advise on key themes, implications of market news, data points and earnings releases.

► M&A experience: Advised Heineken on $4.6bn acquisition of Asia Pacific Breweries. Recommended customized solutions to Heineken to deal with competing bids, shareholder pushbacks, and post-merger integration.► IPO experience: IPO of eDreams ODIGEO, a leading online travel company (OTC) in the flight sector (2012): Built Odigeo equity story in the OTC market by highlighting key industry drivers, market segmentation, and positioning. - Determined feasible IPO offer price range from a variety of valuation methodologies.► Awarded the Best Analyst for the Credit Suisse Analyst Class of 2010.

► Identified customer behavioral preferences and price sensitivities by calibration of airline ticket pricing models using the Multivariate Logistic Regression model on SAS and MATLAB.► Identified key issues affecting South Korea business from increasing competition and price sensitivities.► Recommended focus on high contribution margin line-of-businesses like cruises and tour packages, and customer retention through loyalty programs.