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Laura Erwin
Plano, TX Street Address . PHONE NUMBER AVAILABLE . EMAIL AVAILABLE
Senior Investment Professional
High-impact investment professional with extensive experience spanning
multiple asset classes. In depth knowledge of capital markets highlighted
by a record of identifying and executing transactions. Demonstrated ability
to conduct comprehensive analysis and underwrite transactions ranging from
early stage ventures to mature organizations. Adept at developing
portfolio strategy, evaluating investment opportunities, analyzing global
markets, conducting due diligence, and managing risk. Highly motivated self-
starter, always displays great attention to detail. Advanced skills with MS
Excel, Bloomberg Terminal, Capital IQ, Advent, Zephyr, as well as all MS
Office applications.
Core Strengths & Skills:
. Financial Modeling and Valuation Analysis . Fixed Income and Equity
Research
. Risk Identification and Risk Management . Private Equity Portfolio
Management
. Strategic and Critical Thinking Skills . Investment Plan Development
. Underwriting and Due Diligence . Presentation Skills
1 PROFESSIONAL EXPERIENCE
Manager " Esposito Securities LLC " Dallas, TX
9/2011 - Current
Conducts corporate research and manages the writing of fixed-income
research reports on over 100 different companies for the exclusive use of
one of the top UIT issuers in the country. Assigns credit ratings and
outlooks to specific fixed-income securities, using an assessment of credit
fundamentals and spread relationships.
Directs the Esposito Private Equity Group, performing due diligence on new
investments, monitoring existing investments and managing partnership
relationships. Conducts financial valuation analysis through the use of
discounted cash flow, trading comparables, precedent transaction
comparables, and leveraged buyout methodologies. Controls multimillion
dollar transactions throughout the entire life cycle - from industry
evaluation through economic modeling, capital structures evaluation, due
diligence, negotiation of agreements, and closing.
Manages the multimillion dollar Esposito Strategic Lending Fund, a hedge
fund which makes short-term loans to credit-worthy borrowers to be used to
finance purchases of entry-level residential properties which are
subsequently value-enhanced and then converted to rental properties and/or
re-sales. Generated annual returns exceeding 11% from 2011 launch through
current. The fund has experienced no defaults to date.
Supervises the risk management functions for the company's UIT and ETF
portfolios, including determining the appropriate hedge.
Manages a portfolio of multiple publicly-listed ETFs. Responsible for
investing cash inflows, implementing investment strategy, and overseeing
other members of the team.
Portfolio Specialist " Strategic Wealth Planning " Addison, TX 12/2010 -
4/2011
Performed due diligence and quantitative analysis to develop investment
strategies and sector allocation recommendations for over $40M in assets
under management.
Focused on various aspects of portfolio management, including asset
allocation modeling, performance monitoring, and money manager evaluations.
Associate " BSB Capital, a division of Beal Service Corporation " Plano,
TX 5/2007 - 9/2010
Identified, analyzed, and closed leveraged loan, high-yield bond, and
municipal bond investments in the primary and secondary markets. Presented
to the Investment Committee and received approval to purchase $256M in
leveraged loans.
Prepared industry reports highlighting potential investment opportunities
covering historical and projected growth rates, business life cycle,
regulatory issues, emerging trends and technology, and barriers to entry.
Pinpointed a key industry for investment that led to the purchase of over
$500M in corporate debt.
Conducted frequent executive-level briefings and presentations. Unique
ability to summarize key points, as well as discussing proposed investment
opportunities in great detail.
Routinely requested to present potential investments directly to the owner
of the bank, Andy Beal.
Developed firm-wide credit underwriting process including production of
tear-sheets, financial models, presentation templates, loan tracking
software, and legal review.
Investment Associate " Investors Asset Management, Inc. " Plano, TX
6/2005 - 11/2006
Performed comprehensive equity research and conducted rigorous financial
analysis to identify and evaluate potential investment opportunities to be
added to the company buy list.
Worked collaboratively with the CIO to develop customized investment plans
for new clients.
Developed a range of marketing materials. Authored monthly website articles
discussing current equity holdings and future expectations. Edited other
employee articles to help attract new clients.
1 COMPUTER SKILLS
Advanced skills with MS Excel, Bloomberg Terminal, Capital IQ, Advent,
Zephyr, Quickbooks, as well as all MS Office applications.
2 EDUCATION / PROFESSIONAL DESIGNATIONS
Principia College, Elsah, IL " BA, 2005 ~ GPA: 3.9/4.0 ~ Graduated with
Highest Honors
Level II CFA Candidate ~ Holds Series 7, 24, 66, and 79 Licenses
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