Experience

• 

  Sound Point Capital Management, LP

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Co-Portfolio Manager, Structured Products Investing

    • 2019 - Present

    • Co-portfolio manager of Sound Point’s third-party CLO investing platform• Rigorous and thorough analysis of primary and secondary market CLO investment opportunities, including collateral manager due diligence, underlying asset risk analysis, structure and documentation review, performance and benchmarking • Co-developed Compass, Sound Point’s proprietary and customizable CLO analytics machine used to conduct manager surveillance, evaluate performance, and analyze investment opportunities • Responsible for trading a portfolio of Sound Point CLO equity and mezz positions in the secondary market • Primary member of the investment team responsible for the monthly CLO mark-to-market valuations process

  • Director - CLO Structuring

    • 2017 - 2019

    • Point person for the structuring, cash flow analysis, documentation, investor due diligence and other underwriting efforts of numerous Sound Point CLO transactions, including new issues, resets, reissues and refinancings• Conducted various ongoing ad hoc analyses, deal monitoring and surveillance, cash flow modeling and investor due diligence

• 

  American Capital

  • Greater New York City Area

  • Vice President

    • 2013 - 2017
    • Greater New York City Area

    CLO Investment and Fund Management• Investment opportunity analysis and management of a portfolio of CLO equity and mezzanine debt positions, totaling over $1.5bn face value• Member of the IC responsible for all purchase and sale decisions relating to the CLO equity and debt portfolio managed by the American Capital Leveraged Finance Group• Integral member of the deal team in the marketing, negotiations, modeling and investor due diligence of a $450MM CLO equity fund• Participated in the successful capital raise and subsequent management, monitoring and surveillance of a public $300MM BDC, consisting of senior secured loans and CLO equity• Review, interpret, comment and negotiate various legal documents• Quarterly cash flow analysis across the portfolio• Actively involved in the quarterly mark-to-market valuations processCLO Issuance and Structuring• Led the negotiations, structuring and underwriting process of several ACAS CLOs• Modeled, evaluated, analyzed and recommended various warehouse and financing facilities for CLOs, bespoke leveraged loan facilities and a BDC leverage facility

• 

  PNC

  • Greater New York City Area

  • Senior Associate

    • 2009 - 2013
    • Greater New York City Area

    CLO Analysis and Underwriting• Structuring, pricing and risk analysis of 13 broadly syndicated and middle market CLOs• Evaluation of numerous transactions of varying complexity, including low diversity collateral, dynamic leverage profiles, differing structural features, collateral quality matrices and other transaction specific issues of aspects• Creation of several internal proprietary cash flow models• Reverse engineered and rebuilt the rating agency CLO models (Moody’s, S&P and Fitch)Additional Securitization Experience• Heavily involved in the modeling, analytics, origination and execution of Auto (loan, lease, dealer floorplan), Equipment Lease, Credit Card, Credit Subscription, Trade Receivable and esoteric securitizations

• 

  Orbital Sciences Corporation is now Orbital ATK!

  • Dulles, VA

  • Flight Dynamics Engineer

    • Jun 2006 - Jul 2008
    • Dulles, VA

    • Spacecraft mission, analysis and design• Development of orbital mechanics algorithms for various satellites• Propellant budget and station-keeping analyses

• 

  Lockheed Martin

  • Sunnyvale, CA

  • Engineer

    • May 2005 - Aug 2005
    • Sunnyvale, CA

    • Advanced Programs and Business Development (APBD) engineer • Design of the Submarine Launched Intermediate Range Ballistic Missile (SLIRBM)