T.J. Unterbrink Email & Phone Number

Dallas, Texas, US

Indianapolis, Indiana, US

EnPower 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.

Midland, Texas, US

Heavy machinery rental company in the Permian Basin formerly backed by company with $300M+ in annual sales

Dallas, TX, US

Carlson Capital is an alternative asset manager specializing in absolute return strategies which deliver low beta and correlation relative to the broad market indices

Dallas, TX, US

Reported to Founder & CIO as Managing Director focusing on firmwide strategic projects

Dallas, 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

Dallas, TX, US

• 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.
• 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

• 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)

• 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.
• 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

• 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

Dallas, 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

Worldwide, 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

College 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

M.S., Accounting

Finance

B.B.A, Accounting

Certificate In International Business