Institutional Investment and Balance Sheet Manager

Sadakichi Robbins – Global Treasury and Investment Management

Chappaqua, NY 10514 917-***-****

https://www.linkedin.com/in/sadakichirobbins *********.*******@*****.***

Summary:

Treasury, Investment and Risk Manager with salient achievement in balance sheet management, money markets, global fixed income, derivatives, capital markets and asset and liability management across banking, insurance and asset management disciplines. Adept at optimizing asset allocation, risk exposures and funding profiles given economic, business and regulatory inputs. Consistently generate profitability, alpha and thought leadership in senior investment, treasury and risk management roles.

Achievements and Competencies

Over 20 years creatively leading Treasury and money market activities for U.S. and global banking entities.

Takes ownership: Improved capability, profitability and trust of Global treasury/investment operations by generating state of the art capital markets solutions to Enterprise risk management and performance goals.

Subject Matter Expert and thought leader in investments and strategy development. Proven analytical skills.

Cultivates environment of intellectual curiosity that fosters improved employee engagement, morale and performance with keen focus on optimization methodologies.

Promoted to head of global fixed income and treasury operations at global private bank leading a team that increased the breadth, profitability and performance of the business unit.

Received exemplary performance award and recognition at Board of Directors meeting of offshore bank holding company for management of balance sheet, derivatives and interest rate risk positions.

Supervised multi-sector fixed income investment portfolios and engineered funding and derivatives hedging strategies to immunize against portfolio and balance sheet earnings risk.

Breadth of experience in senior roles: Securitized Products (RMBS, CMBS, ABS), Treasury/ALM, Trader and Strategist, Derivatives trading and Hedging, Corporates, Money Markets, Wholesale Funding and Liquidity.

Professional Experience

CORPORATE TREASURY, INVESTMENTS, STRATEGY DEVELOPMENT AND RISK MANAGEMENT 2016 to Present

Blend perspectives from macroeconomics, calibration of global financial conditions, central bank reaction functions, risk/volatility skews, positioning, risk climate and synthesis of analytic modeling to assess investment and funding strategies. Provide market analysis to international news agency covering financial markets on an ad hoc basis.

GUARDIAN LIFE INSURANCE, NY, NY 2009 to 2015

Senior Director, Structured Products

Led strategy development, security selection, valuation, and trading of credit sensitive instruments. Developed policies, valuation models, processes and controls to support expansion of structured credit activities.

Created and instituted an analytical and evaluative framework for credit and interest rate sensitive products that served as a template for the analysis of traditional and esoteric subsectors of the structured product space.

Instituted monitoring of risk domains and categories including credit, market, liquidity, interest rates and volatility.

Proprietary modeling to improve security selection, enhance relative value analysis, loss adjusted yield calculations, exploitation of regulatory accounting arbitrage, assess fair value, OTTI and overall risk management initiatives.

Ensured adequacy of policies, procedures and systems of internal controls to support global risk initiatives allowing for maximization of risk adjusted returns and a 4-fold expansion of credit sensitive portfolios.

Sadakichi Robbins Page Two

PIONEER INVESTMENTS (VANDERBILT CAPITAL ADVISORS), NY, NY 2006 to 2009

Senior Portfolio Manager, Securitized and Rates Product

Lead portfolio manager for Securitized and Rates Products across the capital spectrum in support of total rate of return, short duration and ALM mandates of Institutional advisory clients.

Recommended and directed investment strategy for multi-sector portfolios to maximize risk adjusted returns. Managed daily cash requirements to insure adequate regulatory and strategic liquidity were available.

Created Valuation and Risk model for inherited subprime securities that quantified risk and fair value and led to successful workout strategy as financial crisis unfolded.

Ceased net investment in high grade Private Label RMBS in 2006 as a result of macroeconomic and home price analysis and accurately timed recovery trade in high grade CMBS resulting in significant sector outperformance

Identified spread duration risk in Agency CMO floater positions which generated successful repositioning and adjustment of risk assessment for low duration/risk adverse clients. Introduced advanced spreadsheet modeling and utilization of real time links to improve analysis of portfolios for investment and compliance purposes.

Additional Relevant Experience

BANK JULIUS BAER, NY, NY – First Vice President, Head of Treasury and Fixed Income 1997 to 2005

Promoted to head Treasury, Fixed Income and ALM activities. Monitored and evaluated global markets while adjusting strategy to align with duration, interest rate risk and credit exposure preferences. Coordinated with global FX traders and strategists to effectively fund and hedge foreign currency exposures in support of balance sheet and private client activities. Managed team of Treasury, money market, mortgage, corporate and non-dollar specialists. Appointed to Board of Trustees of BJB Pension Fund due to cross-sector and macroeconomic expertise. Named to Global Asset Allocation Strategy team which oversaw management of $100 billion in client money. Chosen to manage investment portfolios of all BJB NY’s subsidiaries. Designated as media spokesperson for interest rates and fixed income. Managed interest rate risk, liquidity and capital utilization for general account and Subsidiaries. Maintain funding and collateral facilities including projections for sources and uses.

FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION (HSBC), Rochester, NY – Capital Markets Manager 1982 to 1997

Promoted to head Capital markets, after two years as a Securities Trader, primarily responsible for investment and liquidity portfolios, hedging, cash management, wholesale funding, debt issuance, Federal Funds trading and Dollar roll arbitrage activities where record profits were generated. Recognized for exemplary performance in the management of investment and derivatives portfolios by parent company. Managed team of fixed income, mortgage, money market and derivatives professionals. Engineered and executed $15 billion Eurodollar futures/options dynamic hedging strategy. Negotiated ISDA swap agreements and traded/managed interest rate swaps and Caps books. Managed wholesale funding and Repo facilities. Regulatory reporting and investment risk oversight for Banking Book activities.

Other Skills and Competencies:

Proficient with Yield Book, Intex, Bloomberg Analytics/API links, Barclays Point, LOCUS and Bond Studio.

Bloomberg Trading/Portfolio/Compliance system, Trade Web, MarketAxess, other platforms.

Advanced Microsoft Office Skills, SQL

Education

Bachelor of Science (BS), Summa Cum Laude in Economics, State University of New York, Fredonia, NY

IMD Business School, Executive Training Program. Lausanne, Switzerland

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