Jonathan Barrett Resume
Discovered within Harlem Link Charter School Documents
Vol 2 of 3 - Pg 431-432
Jonathan Barrett Submitted this resume to the school when he was applying to be a board member at their charter school.
Original Title
Jonathan Barrett Resume - Harlem Link Charter School Board Application - Vol 2 of 3 - Pg 431-432
Jonathan Barrett Resume
Discovered within Harlem Link Charter School Documents
Vol 2 of 3 - Pg 431-432
Jonathan Barrett Submitted this resume to the school when he was applying to be a board member at their charter school.
Jonathan Barrett Resume
Discovered within Harlem Link Charter School Documents
Vol 2 of 3 - Pg 431-432
Jonathan Barrett Submitted this resume to the school when he was applying to be a board member at their charter school.
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 REDACTED1990-1992
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