Senior Director
CurrentInvestment strategist for key sectors, including transportation, aerospace & defense, construction, industrial, consumer receivables, among others. Focus on highly structured transactions involving securitizations, PDP financings, leverage leases, private EETCs, monetization of large capital assets, equipment and projects.Meet issuers’ financing needs with tailored solutions for acquisitions, capital investments, dividend recapitalizations, family ownership transitions, and ESOP conversions. Meaningful direct engagements with issuers on bi-lateral transactions.Manage the complete life cycle of new transactions, from origination to evaluation and execution, such as constructing financial models, negotiating terms and pricing, and conducting documentation review. Prepare credit memoranda and present recommendation to management and clients.Champion all aspects of effective portfolio management, such as repositioning risks, addressing amendments, evaluating secondary trades, reviewing monthly valuation, and tracking performance.Articulate concise cross-sector views and formulate appropriate investment approach for portfolios. Routinely attend marketing pitches for prospective institutional clients.