T.J. Unterbrink Email and Phone Number
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--Managing Director & CLO Structuring Portfolio Manager with over 19 years of experience --Driven, Dynamic, Authentic + Humble. Unafraid to tackle the unknown. Detail-oriented problem solver with solid front, middle and back-office experience in critical and strategic roles. Built and led the sale of a business-unit from the ground up that managed 5 CLO's with approximately $2 billion in assets at the sale. Managed the accounting and back office of an investment firm managing CLO's and a hedge fund with $1.7 billion under management. An established team player with strong senior management leadership skills and personal commitment to ensuring the firm's success.Specialties: Capital Markets • Securitization • Structured Finance • Warehousing • Collateralized Loan Obligation • CLO Product Development • Portfolio Return Optimization • Investor Reporting & Communications • Cash Management & Forecasting • Risk Management • Portfolio Strategy • Business Development & Management • Contract Negotiation • Operations Management • Fund Structuring • CLO's • Hedge Funds • Credit Default & Total Return Swaps • Foreign Currency • Derivatives • Global Macro • NAV • System Implementation • Accounting Processes & Operations Manual Development • Audit & Tax Coordination • Executive Reporting • Treasury & Counterparty Risk Management • Investment Strategy Selection & Implementation • Debt Management • AP & Budget Management • Continuous Operational Improvement • Loan/Indenture Documentation & Covenant Compliance • Strategic Planning • Cash Flow Forecasting • Operations Management • Mentoring • Regulatory & Legislative Research • Advanced Excel Modeling • Front Arena by Sungard • Advent Axys • Wall Street Office • INTEXcalc • Everest by Black Mountain Systems • Quantifi • Bloomberg • ClearPar • Project Management • Pivot by US Bank • Leveraged Loans • Syndicated Loans
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Managing Director, Clo Structuring Portfolio Manager, AnalystBarrow Hanley Global Investors May 2022 - PresentDallas, Texas, Us
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Board MemberEnpower, Inc. May 2022 - PresentIndianapolis, Indiana, UsEnPower is a high-performance battery company commercializing engineering-based innovations that unlock the full potential of lithium-ion.EnPower owns and operates a 92,000 sq. ft. facility in Indianapolis, Indiana, that can produce well over 1 GWh of lithium-ion cells.EnPower's engineering-based innovation addresses the tradeoff between energy and power in traditionally manufactured cells. EnPower's patented multilayer electrodes are designed with strategic porosity, tortuosity, and other profiles to facilitate rapid ion transport through the thickness of electrodes. -
Vice Chair Board Of DirectorsStine Equipment, Llc Oct 2019 - PresentMidland, Texas, UsHeavy machinery rental company in the Permian Basin formerly backed by company with $300M+ in annual sales -
Partner - Carlson Capital, L.P.Carlson Capital, L.P. Feb 2022 - May 2022Dallas, Tx, UsCarlson Capital is an alternative asset manager specializing in absolute return strategies which deliver low beta and correlation relative to the broad market indices -
Partner & Managing DirectorCarlson Capital, L.P. Aug 2013 - May 2022Dallas, Tx, UsReported to Founder & CIO as Managing Director focusing on firmwide strategic projects
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Clo Business Unit Chief Operating Officer + Director Of Clo Portfolio StrategyCarlson Capital, L.P. Jan 2019 - Mar 2022Dallas, Tx, Us• Developed & co-managed CLO business from inception through business unit sale (2013-2022)• Led, structured, documented and closed the sale of Carlson’s CLO business unit (5 reinvesting CLOs with over $2B AUM at closing)• Split time between front office (Co-Head of Credit + Director of CLO Portfolio Strategy) + business operations (Business Unit COO)• Closed 8 CLO’s under the Cathedral Lake shelf. Total CLO issuance was over $3.25B• Former member of CLO Investment Committee. Managed allocations among CLO portfolios, optimized portfolio return, generated trade ideas & monitored owned positions• Former member of Carlson Capital’s Operating Committee and Chair of CLO Committee• International conference speaker at CLO's & Leveraged Loan Conference (London, England); CLO panel moderator (Dana Point, CA); CLO panel speaker (Dana Point, CA); MBA and MS Finance guest lecturer (Southern Methodist University)• Led CLO business development/road shows (through broker dealers: Goldman Sachs and Jefferies) by meeting with investors domestically & internationally• Negotiated & structured all transaction documents for fund issuance and CLO business unit sale• Warehouse ramp management (accumulation and print & sprint strategies)• Developed a proprietary portfolio management, risk & indenture compliance program• Managed & coordinated with investment banks, investors, rating agencies, etc. to ensure timely & smooth closing• Valued debt and equity securities through cash flow modeling and liquidation analysis• Managed fund risk & indenture compliance• CLO Investor relations, reporting & communication• Treasury/cash flow management & forecasting• Syndicated loan trade execution
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Director - ClosCarlson Capital, L.P. Aug 2013 - Jan 2019Dallas, Tx, Us
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Senior Analyst - Clo Surveillance (Report Directly To Managing Directors)H.I.G. Whitehorse May 2011 - Aug 2013• Performed all pre-merger Fund Controller duties described under WhiteHorse Capital Partners (see position listed below this description)• Served on a four-person CLO-structuring team consisting of three Managing Directors and myself• Assisted in the drafting of the Offering Circular (OC), Collateral Administration Agreement (CAA), Collateral Management Agreement (CMA) and Indenture, and coordinated with legal counsels through final issuance of each document• Assisted in the drafting of new CLO presentation materials and negotiated with current and potential investors regarding indenture stipulations (AAA to Equity)• Assisted in the selection of the CLO’s service providers, including the accounting firm and trustee, and managed system updates and modifications to ensure accurate tracking of new CLO indenture requirements• Directly and successfully negotiated fee structures with service provider• Managed the wind up of a very successful hedge fund, through the issuance of a final audit and deregistration with Cayman Islands Monetary Authority (CIMA)• Managed indenture compliance for six CLO’s & Loan and Security Agreement compliance for a seventh CLO during warehousing
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Hedge Fund & Clo Fund ControllerH.I.G. Whitehorse May 2011 - Jul 2013• Whitehorse Capital Partners merged with H.I.G. to create H.I.G. Whitehorse in May 2011• Performed all post-merger Senior Analyst duties described under H.I.G. WhiteHorse (see position listed above this description)• Managed back office of a portfolio comprised of six collateralized loan obligation (CLO) funds and one master-feeder hedge fund structure with onshore and offshore investors• Prepared annual hedge fund financial statements, and facilitated the audit and tax preparation by a Big 4 accounting firm• Oversaw loan reporting software (Wall Street Office) and systems administration• Calculated net asset value (NAV) monthly and ensured compliance with Global Investment Performance Standards (GIPS)• Advised Portfolio Managers on investment allocation and ensured compliance by interpreting CLO fund indentures• Managed CLO fund trustee and hedge fund administrator relationships, including daily cash flow management, as well as approved monthly investor reports and NAV calculations• Calculated quarterly investor distributions according to CLO waterfall provisions• Confirmed and approved: management fee calculations, performance fee calculations, monthly investor statements and redemption requests for the hedge fund• Liaised with investors
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Hedge Fund Senior AccountantCorriente Advisors, Llc Jun 2010 - May 2011• Managed the accounting of all derivative instruments including sovereign and corporate credit default swaps (CDS), currency forwards, options/swaptions, iTraxx for six master-feeder structures with onshore and offshore investors (global macro focus)• Calculated NAV daily and distributed reports to CIO, President, PM’s, COO, Traders, CFO and Controller• Assisted in the preparation of the annual fund financial statements as well as coordinated of the audit and tax preparation by a Big 4 accounting firm• Actively managed counterparty risk through treasury management • Managed settlements for each of the funds and accounts payable for the management firm• Maintained Advent Axys including recording, reporting and reconciliation
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Hedge Fund & Clo Operations ManagerWhitehorse Capital Partners (Now H.I.G. Whitehorse) Jul 2007 - Jun 2010• Developed and implemented strategy that generated approximately 25% of the firm’s 2009 revenue, which will also generate 30% of 2010 estimated revenue• Managed back office of a portfolio comprised of five CLO funds and one hedge fund • Prepared annual hedge fund financial statements and facilitated the audit and tax preparation by a Big 4 accounting firm• Oversaw loan reporting software (Wall Street Office) and systems administration• Calculated NAV monthly and ensured compliance with Global Investment Performance Standards (GIPS)• Advised Portfolio Managers on investment allocation and ensured compliance by interpreting CLO fund indentures• Managed CLO fund trustee and hedge fund administrator relationships, including daily cash flow management, as well as approving monthly investor reports and NAV calculations• Calculated quarterly investor distributions according to waterfall provisions
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Tax AccountantAustin Industries Jul 2006 - Jul 2007Dallas, Texas, Us• Reported directly to the Tax Director• Prepared the annual consolidated federal income tax return and all subsidiaries’ federal tax returns• Prepared state income, franchise and other miscellaneous tax returns for more than 35 states• Evaluated and recommended tax return preparation software and implemented upon CFO’s approval -
International Tax AssociateDeloitte Jun 2005 - Jul 2006Worldwide, Oo• Served as primary contact for a leading global private equity firm, its customers and Deloitte’s Mexico office to facilitate a certification process ensuring tax was not withheld from client customer payments• Provided full-time onsite international tax compliance and consulting for one of the United States’ largest privately held companies and its foreign subsidiaries -
Medic Supervisor (Director Of Operations)Texas A&M University 2000 - 2005College Station, Tx, Us• Managed approximately 35 employees at six facilities as well as at university and outside contracted events• Expanded existing operations manual to cover all departmental positions and implemented operational changes• Developed annual department budget and managed consumable inventory levels and specialty equipment• Planned and led monthly departmental staff meetings and ensured Texas Department of Health regulatory compliance
T.J. Unterbrink Skills
T.J. Unterbrink Education Details
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Mays Business School - Texas A&M UniversityAccounting -
Université Robert Schuman (Strasbourg Iii)Finance
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Texas A&M UniversityAccounting
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Texas A&M UniversityCertificate In International Business
Frequently Asked Questions about T.J. Unterbrink
What company does T.J. Unterbrink work for?
T.J. Unterbrink works for Barrow Hanley Global Investors
What is T.J. Unterbrink's role at the current company?
T.J. Unterbrink's current role is Managing Director, CLO Structuring Portfolio Manager, Analyst.
What is T.J. Unterbrink's email address?
T.J. Unterbrink's email address is tu****@****ail.com
What is T.J. Unterbrink's direct phone number?
T.J. Unterbrink's direct phone number is +121493*****
What schools did T.J. Unterbrink attend?
T.J. Unterbrink attended Mays Business School - Texas A&m University, Université Robert Schuman (Strasbourg Iii), Texas A&m University, Texas A&m University.
What skills is T.J. Unterbrink known for?
T.J. Unterbrink has skills like Hedge Funds, Investments, Asset Management, Portfolio Management, Derivatives, Capital Markets, Financial Modeling, Bloomberg, Alternative Investments, Accounting, Structured Finance, Trading.
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