You are on page 1of 2
JONATHAN BARRETT ue 431 =— EXPERIENCE: LUMINUS MANAGEMENT, LLC - New York, New York 2003 -Present| Director ~ Acquisitions and Investments + Tnvestment in the Power and Usility sectors + Approximately $100 million Hedge Fund with long / short focus on capital market positions all levels ofthe capital structure * Over $100 million Private Equity capital for investments in public, private, control and ninority positions in power assets / companies. * Affiliated with LS Power, a power development company with leading power station asset ‘management operations, development success (S1 billion of asset sale proceeds realizations) and highly regarded industry position. SALOMON SMITH BARNEY INC. (IB - M&A Group) New York, New York 1996-2002 Director ~ 2002 Vice President- 1999-2001 Associate 1996-1998 + Significant transaction and new business experience. + Over 30 announced transactions. Experience includes public and private company merger, acquisition, sale and divestiture, LBO, joint venture, Capter 11, unsolicited and restructuring transactions (transaction sheet attached). + Responsibilities included transaction negotiation and execution, new business, team and relationship management, franchise support and other advisory functions. +. Recognized. ability to rapidly assess situations and digest complex issues, creatively solve problems, negotiate and stricture transactions and provide in-depth technical knowledge; skills recognized through carly promotion and top ranking 4 of 5 years. + Strong leadership and interpersonal skils, ability to manage large working groups, Consistently - recognized for commitment to training and junior resource development. + Significant non M&A experience includes financing structures, terms and considerations, options, financial instruments and merger arbitrage. 1992-1996. OSSA PROPERTIES, INC. - New York, New York Vice PresidenChief Financial Officer + Acquired and *tumed around” distressed NYC real estate. Established aggressive cost controls, refinanced and restructured debt, negotiated leases, enhanced productivity, improved ‘management systems, increased rents, reduced vacancies and successfully structured unique condominium conversion * Identification, negotiation, diligence, and closing of acquisitions and restructurings of limited ‘partnerships. Strategic planning, budgeting, financial forecasts, supervision of tax reporting, accounting, risk control. * Other responsibilities included: Transactions with FDIC, RTC and. other financial institutions, comporate restructurings, like-kind exchanges, contract litigation, IRS-Private Letter Ruling applications and Attomey General and governmental negotiations, industry lobbying and labor negotiations (Local 32 B-). 1992-1996 J. EPSTEIN & CO.— New York, New York Asset Manager Security and portfolio risk analysis, asset allocation, analysis of independent investment ‘manager's risk and investment strategies, negotiation, organization, and dissolution/sale of real estate partnerships. ache 6-6 REDACTED 1990-1992 1986-1992 EDUCATION: 1992-Present 1989 1988 PRICE WATERHOUSE - Johannesburg, South Africa vs 432 ‘Audit Senior ~ 1991-1992 ‘uit Assistant ~ 1990-1991 Supervised and conducted audits of multinationals, banks, and large national companies. Audit planning, personnel supervision and management, risk assessment, budgeting, and management~ reporting. Assignments included restrctorings, due diligence, acquisitions, discontinued ‘operations, foreign subsidiary consolidations, off-balance sheet liabilities, tax structuring, and “substance over form” issues. Identified significant cost savings. J. BARRETT, TURF ACCOUNTANT — Johannesburg, South Africa + Ovmed and managed a highly profitable business (profit margins four times industry average). Developed client base, trained personnel, designed and implemented risk arbitrage system, and negotiated distribution agreements. CONTINUING EDUCATION - New York Institute of Finance Course work in Currencies, Options, Futures, Derivatives and Swaps, Series 7 & 63, COMMERCE HONORS DEGREE (Cum Laude) - University of Witwatersrand ‘Majors in Finance, Accounting, Taxation, Managerial Accounting and Audit = Thesis: "Cash Flow: Quality of Earnings" - Graded as "First Class" + Represented university in cricket and field hockey, lectured and tutored students and represented students in the Commerce Student Council BACHELOR OF COMMERCE - University of Witwatersrand, Jobannesburg, South Africa ‘Majors in Business Economics, Accounting, Taxation and Law Harlem Link Attachment 26-7

You might also like