caplin@gmail.com
www.conradcaplin.com

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[2003 - Present]
KPMG LLP
Manager, Structured Finance: McLean, VA
  • Earned speedy promotion to manager, overseeing five team members and coordinating all aspects of the engagement process for a Fortune 100 company’s commercial mortgage backed securities (CMBS) issuance program.
  • Provide attestation services related to the securitization of various collateral asset types used to back several billion USD in bond sales per transaction.
  • Prepare Agreed-Upon Procedures (AUP) reports for our clients and closing attorneys, ensuring that the collateral and bond disclosures in the offering documents (term sheets, marketing flip books, private placement memorandums, prospectus supplements, or offering circulars)  match what is generated by in-house systems.

  • Model bond cash flows and confirm multiple structures at various

    prepayment scenarios with issuer, including ensuring the accuracy

    of various bond structures, decrement tables, yield tables, call

    protection tables, and computational materials.

  • Analyze loan and property level data, construct financial analyses of loan characteristics, and build stratification tables using Collateral Analysis Software (CAS) and Excel to ensure the accuracy of information prior to disclosure.
  • Familiar with various loan products and various loan file review documents, including third party reports. Experience working directly with mortgage underwriters to clear any discrepancies revealed through due diligence. 

[Summer 2002]
UBS
Corporate Finance Analyst: San Francisco, CA
  • Worked in the technology Mergers & Acquisitions group and for various corporate finance teams.
  • Gained exposure to all key technology sub-sectors: semiconductors, communications & wireless equipment, software, digital media, photonics, and electronics/hardware.
  • Composed the Digital Media Weekly newsletter (circulated to over 100 venture capitalists) and sent weekly M&A and equity offerings updates to the Global Technology Group.
  • Provided ongoing support to senior investment bankers, assisting them with transaction comparable analyses, market comparable analyses, public information books, public & private company profiles, and detailed company analyses for pitches and presentations to clients.

[Summer 2001]
PricewaterhouseCoopers Securities
Associate: Los Angeles, CA
  • Worked in the Project Finance & Privatization [PFP] group, specializing in the aviation & air cargo sectors.
  • Prepared valuation analysis of a specific acquisition candidate.
  • Evaluated the business plan & financial model of a potential client requiring project financing.

[May 1999 - present]
Malone Web Design LLC - www.maloneweb.com
Co-founder
  • Established as an LLC, incorporated in the State of Maryland, and generated approx. $120,000 revenue in the first three years.
  • Primary duties included: marketing, client relations, contract negotiations, budgeting and financial management, interviewing and staff hiring [4 employees].
  • Helped clients develop an Internet strategy and a site promotion plan.  Email and hosting setup assistance also provided.

education

[Sept. 1998 - May 2002]
Bucknell University, Lewisburg, PA
BSBA, Graduated in May of 2002 with Cum Laude honors, GPA: 3.7
Management Major, Economics & International Relations Minor

[Spring 2001]
International Studies - IES in London
Junior Year, Semester Abroad
Foreign Languages: Dutch/Flemish [native language]

[Spring 2000 - Fall 2001]
Sigma Alpha Epsilon Fraternity
Treasurer
  • Received national Outstanding Treasurer award
  • Managed a $300,000 annual operating budget
  • Settled debts totaling $15,000 with the University and IRS

volunteer/extracurricular activities
  • Gates of McLean Condominium Unit Owner's Association, Board of Directors: serving a third term as Treasurer of the Board of an upscale 624 unit condominium association.  $2.5mm annual operating budget [Jun 2004 - Current]
  • Small Business Development Center: graduate employee, assisted local businesses in developing a business plan [Fall 2002]
  • Bucknell E-leaders Symposium:  panelist [October 2000]
  • Bucknell Football: tight end
 

 

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