Emory University

University of Pennsylvania

Motivated & Experienced Project Finance, Risk Management Leader

Siemens

Managing Director, Head of Risk Management - Project & Structured Finance Americas

Head of Energy Portfolio Management team that oversees $5.5+ billion portfolio of speculative and investment-grade rated thermal, renewable energy, midstream, oil & gas and infrastructure credits. 

Highlight include:
• Manage team of 11 employees that evaluate and underwrite new transactions, review due diligence material, seek credit approval and assist in negotiating and structuring of legal documentation. 
• Lead the portfolio management team responsible for overseeing portfolio management, credit and structure analysis, and review on closed and funded transactions, including: oversight of all borrower requests, ongoing reporting and compliance with SFS Review and Monitoring policy, and monthly/quarterly reporting for all portfolio credits.

Managing Director, Project & Structured - Energy Risk Management 

Director, Head of Portfolio Management

Performed detailed credit risk assessment including underwriting, financial modeling and sensitivity analysis for a portfolio of speculative and investment-grade rated thermal, renewable energy and oil & gas credits

Vice President, Senior Credit Specialist

Created detailed project financial models to forecast cash flows, determined project debt capacity based on the projected cash flows and comparable transactions’ debt service coverage ratios, and ran operating and financial sensitivities to evaluate downside repayment profiles. 

Highlights include: 
• Sourced energy investment opportunities by establishing and strengthening relationships with investment banks, financial services firms, funds, financial advisors, and commercial banks. 
• Created detailed financial models to forecast cash flows, determined project debt capacity based on the projected cash flows and comparable transactions' debt service coverage ratios, and ran operating and financial sensitivities to evaluate downside repayment profiles.

Siemens Financial Services

Senior Associate, Energy Project Finance

• Arranged transaction structures and financing terms, such as events of default, conditions precedent and covenant packages. 
• Developed pitch books that included analysis of specific industry fundamentals, possible borrowing structures, and CIT capabilities. 
•  Assisted the Loan Syndication & Capital Markets teams to facilitate syndication of project finance loans.

Associate, Energy Finance

• Conducted financial modeling, due diligence and drafted internal commitment memoranda as part of the capital commitment process for leveraged buyouts, recapitalizations and acquisition financings.

Steve Kanaplue