Cody Lister
** ****** **** *********, ** *****
914-***-**** acezzh@r.postjobfree.com
PROFESSIONAL EXPERIENCE
LEARN DEBT, New York, NY November 2013 – Present
Founder
! Developed a website that provides definitions, tutorials, downloadable financial models and other industry resources
for corporate restructuring, distressed debt and bankruptcy professionals
! Wrote tutorials on in-court and out-of-court restructuring topics and built distressed debt valuation models for
distribution through the website
CAPSTONE ADVISORY GROUP, New York, NY July 2011 – May 2013
Consultant – Restructuring and Transaction Advisory
! Advised in bankruptcy restructurings, including MF Global Holdings, Ltd., et al., Penson Worldwide, Inc., et al. and
Dynegy Holdings, LLC, et al.
! Assisted with the § 363 sale process of NYISO coal-fired power plants, leveraged loan refinancing for a broadcast
media company and solvency risk assessment of ISO-NE hydroelectric power plants for a major utility company
! Select restructuring and transaction advisory experience:
o Dynegy Holdings, LLC, et al. – Financial Advisor to the Trustee under the RoDan Leveraged Lease Notes
! Built valuations and liquidation/going concern recovery models, including pro-forma capitalization
tables, net sales proceeds allocation flow diagrams, and Black-Scholes option pricing models, which
were furnished to the Certificate Holders to provide guidance for determining claim recoveries in face
of a complex settlement scheme
o MF Global Holdings, Ltd., et al. – Financial Advisor to the Statutory Committee of Unsecured Creditors
! Reviewed and modeled security and commodity customer claim recoveries at the broker-dealer, MF
Global, Inc., and across the Rest of World entities; assessed the recovery impact to unsecured claims
o NextEra Energy Resources, LLC (a subsidiary of NextEra Energy, Inc.) – Financial Advisor to the Company
! Performed solvency risk assessment and valuation involving an 81-plant portfolio hydroelectric
merchant power subsidiary
! Stress-tested Debt Service Coverage Ratios with ISO-NE Maine power price and hydrology forecasts
! Built Discounted Cash Flow valuations, comparable company trading valuations, and precedent
transaction analyses linked to the consolidated financial output of the transaction model
! Assessed solvency risk at project-level entities; analyzed historical debt market pricing, Yield To
Worst and OpCo/HoldCo spreads over Treasuries
! Select litigation experience:
o Analyzed pools of residential mortgage-backed securities (RMBS) and assisted with preparation of evidence
and expert testimony as financial advisor to the plaintiff, Downey Financial Corporation, in connection with an
RMBS countersuit against a big four auditor
o JuxtaComm-Texas Software, LLC v. Axway, Inc., et al. – Performed discovery and royalty rights valuation
! Assisted with preparation of expert testimony as financial advisor to the plaintiff in connection with a
patent infringement suit against Enterprise Resource Planning software companies
! Prepared over thirty pitch books for the managing members and executive directors of the firm
EDUCATION
FORDHAM UNIVERSITY – GABELLI SCHOOL OF BUSINESS, Bronx, NY Fall 2009 – Spring 2011
Bachelor of Science in Business Administration, Major Concentration: Finance, GPA: 3.75
UNIVERSITY OF CHICAGO – BOOTH SCHOOL OF BUSINESS, Chicago, IL Summer 2009
Booth Summer Scholars Program
! Participated in a highly selective program providing rigorous instruction in accounting, finance, economics, and
strategy through coursework taught by MBA faculty
SKILLS
! Demonstrated proficiency in SAS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Microsoft Access
! Member of the Turnaround Management Association
! Significant experience with Bloomberg, S&P Capital IQ, LCD Comps, The Deal Pipeline, Debtwire, and SNL Energy