Management Manager

Summary

Experienced risk and capital markets professional with expertise in asset management, banking, and financial analysis. I have built risk management systems at hedge funds and financial companies. I also possess considerable experience in valuation and pricing.

Business Skills

RISK MANAGEMENT

Designed, built, implemented, and maintained risk management systems at Millennium Partners and Fannie Mae.

Millennium system included loan risk assessment and loan stress testing models.

Fannie Mae system reported daily accounting and PNL impact of each hedge.

Both systems included custom built models for prepayment, loss forecasting, and portfolio attribution.

CAPITAL MARKETS

Executed strategies to establish liabilities.

Performed Corporate Treasury functions including cash and liquidity management.

Hedged balance sheet against various risks.

Analyzed financial initiatives for their potential impact on the balance sheet.

FINANCIAL ANALYSIS

Analyze fixed income securities for inclusion in portfolio.

Analyze credit and structure of fixed income securities.

Perform fundamental credit and industry research on numerous high yield bond issuers.

Served on Creditor’s Committee for Conseco Finance Chapter 11 proceedings.

Represented Millennium’s interest in NextCard vs FDIC litigation.

PORTFOLIO MANAGEMENT

Successfully manage fixed income portfolios for 14 years.

Achieve 12 years of successful returns.

Manage multiple fixed income asset classes.

Perform monthly portfolio valuation and year end audit.

Business Experience

Hampton Global Investment New York, NY

Principal, High Yield 2012 – Present

Manage $100 million high yield and equity portfolio.

3 year average annual return on equity of 10.1%.

Improve existing risk management system in order to aggregate firm wide risk positions.

Analyze high yield securities for inclusion in portfolio. Perform all fundamental credit and industry research on numerous high yield bond issuers.

Credit Renaissance Partners New York, NY

Affiliate of Schroders PLC 2009 – 2012

Partner, Distressed MBS, ABS, CMBS and High Yield

Co-managed $200 million distressed MBS, ABS, CMBS and high yield portfolio.

3 year average annual return on equity of 10.4%.

Only 5 negative months in 3 years.

Integral in proposal process for new business engagements.

Primary firm representative with Japanese investors for fundraising and client service purposes.

Experienced with fund governance, regulatory, and financial reporting.

Millennium Partners, LP New York, NY

Portfolio Manager, Distressed MBS, ABS, CMBS and Derivative 2002 – 2009

Co-managed $450 million distressed MBS, ABS, CMBS and derivative portfolio.

7 year average annual return on equity of 19.7%.

Only 6 negative months in 7 years.

Served on the Creditor’s Committee for the Conseco Finance Chapter 11 proceedings, which resulted in a breakup of the company and sale of the assets, and subsequent 36% recovery for unsecured creditors.

Represented Millennium’s interests in NextCard vs FDIC litigation, resulting in an 80% recovery to secured creditors.

Designed, built, and implemented risk management system to monitor various risk parameters on a periodic basis.

Conducted monthly valuation of portfolio and portfolio lead in year end audit.

Deutsche Asset Management New York, NY

Portfolio Manager, Insurance Portfolios 2000 – 2002

Co-managed $25 billion in fixed income assets.

Analyzed structure, credit, and value of different types of ABS securities for inclusion in portfolios.

Performed on-going credit monitoring of ABS, corporate, and structured securities.

Participated in proposal process for new business engagements, including Request for Proposal’s.

Fannie Mae Washington, DC

Trader, Risk Management Desk 1997 – 2000

Planned and executed strategies to establish Fannie Mae liabilities, reducing corporate cost of funds by 25 bps.

Supported the strategic process of managing Fannie Mae's mortgage portfolio, establishing efficient hedging strategies that minimized portfolio volatility due to interest rates shifts.

Designed, built, and implemented risk management system to monitor various risk parameters on a daily basis.

Performed Corporate Treasury functions including cash and liquidity management.

Electronic Data Systems Corporation Chicago, IL

Project Leader 1992 - 1996

Developed various business information systems for major Fortune 500 clients, resulting in increased client productivity and savings.

Successfully managed projects and lead teams.

Developed and sustained client relationships.

Active in sourcing new and recurring business engagements.

Education

University of Maryland Graduate School of Business College Park, MD

Master of Business Administration, Finance 1998

Auburn University Auburn, AL

Bachelor of Science, Electrical Engineering 1991

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