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Vidal Paul
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Vidal Paul
Profile Summary
§
Bilingual financial professional with over 5
years of fixed income experience in the debt capital markets underwriting and
real estate venture capital, respectively
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Understanding of the bond market’s
supply/demand dynamics and effects on the yield curve and cost of capital
§
Strong quantitative skills with concentrations
in discounted cash-flow analysis, interest rate swap modeling & GIC pricing
§
Possesses excellent interpersonal skills with
the capacity of interfacing with others at all levels
§
Commercially minded individual with interest
and background in debt capital markets underwriting and asset management
Experience
Infosys
Technologies Ltd. (NASDAQ: INFY) - Norman,
LA January
2011 – Present
Consultant: Banking and Capital Markets group
§
Consult investment banking and asset management
clients regarding business processes and respective IT solutions
§
Liaise with clients to understand operational
and technological issues; gather requirements and propose solutions
§
Test performance measurement applications
regarding asset management and economic/investment return calculations
§
Clients include: Allstate Investments (Real Estate) &
Morgan Stanley (Investment Banking)
Inland
American Real Estate Trust, Inc. (Inland American) - Norman,
LA May 2008 – September 2010
3
Financial
Analyst: Venture & Mezzanine Capital
group ~ $3.5BN in AUM
§
Monitored Inland American’s $230MM joint
venture equity investment in Lauth Investment Property Holdings, LLC – a
diverse commercial real estate development fund & subsidiary of Lauth
Property Group (13th largest developer in U.S.)
§
Principal analyst overseeing the Lauth
Investment Properties (LIP) portfolio containing 72 commercial real estate
assets
§
The LIP portfolio was capitalized at $1.3BN:
$297MM (equity) & $1BN (debt); deal sizes ranged from $5MM to $110MM
§
Major tenants included: Walmart, Target,
Lowe’s, Kohl’s, Office Depot, Walgreens and Hartford Insurance to name a few
§
Underwrote commercial real estate (CRE) assets
within the LIP portfolio to determine economic feasibility/asset strategy
§
Generated CRE investment level write-ups and
modeled various capital structures regarding respective transactions
§
Performed cash-flow & interest rate
projections in order to quantify valuations on all CRE assets within the LIP
portfolio
§
Real estate valuation & modeling: Book
Value, Fair Value, Cap Rate pricing, IRR, NPV & Income Capitalization
approach
§
Supported the President, General Counsel,
Treasurer and VP regarding asset strategy, re-pricing, underwriting &
valuation
§
Participated in LIP Holdings, LLC Board of
Manager Meetings to discuss joint venture strategies and workout solutions
§
Real estate bankruptcy exposure: LIP Development, LLC & LIP Investment,
LLC filed for Chapter 11 on May 1, 2009
§
Inland American is the largest non-traded Real
Estate Investment Trust (REIT) in North America with $12BN in AUM
XL
Capital Ltd (NYSE: XL) - Norman,
LA October 2005 – May 2008
Underwriter: GIC Underwriting Desk (AAA rated platform) ~
$6BN in AUM
§
Underwrote AAA rated debt capital market
Guaranteed Investment Contracts (GICs) on various debt security structures
§
Responsible for underwriting, pricing, bidding,
and contract negotiation of GICs & Funding Agreements
§
Priced and bid on approximately $12BN in debt
security issuance annually – individual deal sizes averaged $50MM
§
Assessed risk inherent on various bond funding
structures: CDOs, military housing
PPP’s, pre-pay gas issuance, student housing, synthetic ABS collateral, tobacco
securitizations, and various municipal bond/capital improvement projects
§
Underwrote Construction, Capitalized Interest,
and Debt Service Reserve contracts tailored to respective bond structures
§
Quantitative and technical skills for
discounted cash-flows, weighted avg. life, and DV01 on various bond fund types
§
Consulted with Asset Liability & Risk
Management to assess hedging and funding strategies on $6BN GIC portfolio
§
Drafted interest rate derivative swap
quotations & notional schedules to mitigate interest-rate volatility on GIC
portfolio
§
Performed swap surveillance on LIBOR based GIC
portfolio: amortization risk vs. swap
notional schedule (GIC balance vs. notional balance vs. current interest rate
environment)
§
Generated Monthly Management Reports for Senior
Management for monitoring municipal bond market volume, sector performance,
competitor analysis, bid flow, and current market exposure
§
Prepared bid form language for caveats,
downgrade, default, and make-whole language on GIC bidding opportunities
§
Contract Negotiation: reviewed, amended, and advised on GIC &
Funding Agreement terms & conditions
§
Contributed to the growth of XL Life &
Annuity’s bond portfolio totaling $6BN in AUM
§
Our desk closed on approximately $7BN in debt
capital market GIC & Funding Agreement transactions from 2005-2008
Morgan
Stanley (NYSE: MS) - Norman, LA September 2004 – February 2005
Internship: Wealth Management
§ Developed
a database of historic Morgan Stanley IPO investment returns
§ Analyzed
historic Morgan Stanley IPO investment returns and developed benchmarks for IPO
growth forecasting
§ Conducted
and gathered research on mid-level market real estate construction firms in the
Midwest
Cosmopolitan Bank & Trust,
Norman, LA June 2004 – November 2004
Internship: Commercial Loan Clerk
§
Oversaw and updated Cosmopolitan’s property insurance database: builders
risk, general liability, workers compensation
§
Indirectly reduced construction risk on lending activity by minimizing
insurance delinquencies
§
Assisted loan officers and credit analysts with loan origination
documentation
§
Miscellaneous duties: Printed, copied, scanned, and filed credit &
collateral files
Education
Loyola
University, Norman, LA
Bachelors
of Business Administration with dual degrees in Economics & Finance –
Graduated May 2005
Study
Abroad: Dublin, Ireland –
Economic Growth and Development – Summer 2004
Member
of Loyola University’s Economics Forum (current)
Professional
Training
SNL Center for Financial Education: REIT School 2008 - Analyst Training in Real
Estate Securities
Municipal Bond Club of Chicago & Fitch
Ratings: Chicago
Municipal Bond School - Certificate of Completion – Fall 2006
Proficient
with Bloomberg, Lotus Notes, MS Word, MS Excel, MS PowerPoint & MS Access
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