Company:
FinCap Financial Services
Place:
New York City, New York, United States
Availability:
Q & A ; Interviews ; Conferences ; Training ; Consulting
(1 connections)
Comprehensive profit generating experience in structured products, hedge funds and capital markets including identification of market opportunities, strategic planning and business negotiations
• Proven ability in new business startup, portfolio
management, staff selection and marketing
• Highly skilled in analytic decision-making: pricing, trading, product creation, industry and economic analysis, financial modeling, hedging, and loss/default forecasting.
FinCap Financial Services
New York City, New York, United States
08/2009-Present: Principal at FinCap Financial Services in New York City
Principal
FinCap Financial Services (a services and advisory group of FinEngines) is a joint venture between Computech Corporation and CapitalFusion Partner a comprehensive solution provider for the structured finance sector. With both technology products and business advisory services that aid traders, portfolio managers, and risk management professionals with trade analytics, pricing, risk analysis, and hedging, FinCap Financial Services provides a single resource for both business and technology needs.
Sector:
Consultants, Consultants Finance
Function:
- Officer - Executive, Other Officer - Executive / Junior
CapitalFusion Partners
Syosset, New York, United States
10/2006-Present: Managing Principal at CapitalFusion Partners in Syosset
Managing Principal
Successful negotiations of a joint venture with Cohen & Company to form CapitalFusion Alternative Investments LLC
• Established investment and asset allocation strategies, policy and procedures, operating procedures, trade execution and liability pricing strategies
• Successful negotiations with investment banks and JV partners for investment pool structures
• Successful in positioning CapitalFusion Partners’ strategic initiatives in the Green and Carbon Credit markets
• Directed strategic research initiatives in the Alternative Energy, CDM & JI projects, CER, REC and Carbon Credit Securitization, Global CleanTech Index areas
• Working with leading law firm, investors and NGOs to develop alternative financing and structuring methodologies for renewable energy portfolios incorporating structured finance, project financing and carbon credits trading methodologies within a portfolio approach
Sector:
Investment Management, Alternative Investment
Function:
- Officer - Executive, Partner / Head of Department
Company description:
"Structured Finance and Renewable Energy / Carbon Finance Advisory"
Countrywide Alternative Investments
New York City, New York, United States
01/2005-01/2007: EVP at Countrywide Alternative Investments in New York City
EVP
Executive responsible for establishing Countrywide’s business initiatives in Alternative Investments. Accomplishment included:
* Successfully initiated, developed and presented business plan to the senior most executives of Countrywide Financial Corporation
* Established various divisions for Countrywide Capital Markets
* Developed and implemented overall strategy for each division and negotiated various transactions with investment banks
* Portfolio manager for the Alpha CDO deal, a $500mm transaction
* Co-Portfolio manager for Sunfush Residual Fund
Sector:
Investment Management, Alternative Investment
Function:
- Officer - Executive, Other Officer - Executive / Senior
Clinton Group
New York City, New York, United States
01/1997-01/2005: Portfolio Manager at Clinton Group in New York City
Portfolio Manager
Executive responsible for establishing Clinton Group’s business initiatives in Pricing and Valuation Policy procedures. Accomplishment included:
* Developed and implemented Valuation and Pricing Policy procedures
* Directed the implementation of pricing valuation analytics and leverage management for the various trading desks and strategies
Executive responsible for establishing Clinton Group’s business initiatives in Structured Products. Accomplishment included:
* Established the structured product trading strategies, including ABS, CMBS and CDO assets
* Recruited and staffed the trading desk for ABS, CMBS and CDO strategies, including Portfolio Managers and Credit Analysts
* Established trading, credit and surveillance methodologies for all assets in the ABS, CMBS and CDO sectors
* Managed a diversified trading portfolio of ABS, CMBS and CDO assets
* Managed and traded a diversified distressed ABS and CMBS trading book
Sector:
Investment Management, Other Investment Management
Function:
- Fund Management, Other Fund Management / Senior
Company description:
"Clinton Group is an SEC-Registered Investment Adviser headquartered in New York City. Founded in 1991, Clinton is a globally diversified investment institution specializing in alternative investment strategies. Its experience, robust infrastructure, and innovative approach provide a solid foundation, which is utilized to seize upon attractive opportunities while carefully assessing risk versus reward."
Paine Webber
New York City, New York, United States
01/1990-01/1995: Vice President at Paine Webber in New York City
Sector:
Consultants, Consultants Finance
Function:
- Officer - Executive, Other Officer - Executive / Senior
Salomon Brothers
New York City, New York, United States
01/1986-01/1990: Assistant Vice President at Salomon Brothers in New York City
Sector:
Investment Management, Other Investment Management
Function:
- Officer - Executive, Other Officer - Executive / Senior
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