caplin@gmail.com
www.conradcaplin.com

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[2003 - Present]
KPMG LLP
Manager, Structured Finance: McLean, VA
  • Earned promotion to Manager in just over three years at the firm;  Senior Associate after one year and a half.
  • Coordinate all aspects of the engagement process for a Fortune 100 company’s commercial mortgage backed securities (CMBS) issuance program, providing assurance service support for the securitization of various asset types of the collateral backing the trust, often in excess of $1.0 billion in principal current balance per transaction.
  • Re-engineer bond structures by modeling cash flows in Excel, ensuring the accuracy of the issuer's disclosed structural summary, bond class payment assumptions, call protection tables, and yield/decrement tables/weighted average lives at various prepayment speeds, including client specific computation materials (hypothetical default or loss severity scenarios).
  • Prepare Agreed-Upon Procedures (AUP) reports for our clients and the closing attorneys, ensuring that the collateral and bond disclosures in the offering documents (term sheets, marketing flip books, private placement memorandums, or prospectus supplements) match what is generated by in-house systems.
  • Analyze loan and property level data, construct financial analyses of loan characteristics (prepayment lockouts, yield maintenance/defeasance penalties, loan cash flows, debt service coverage ratios, current and balloon balances, subordinate and mezzanine debt, and lease roll-over schedules), 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 a multitude of loan review documents, including third party reports, working directly with mortgage underwriters to clear any discrepancies uncovered through due diligence process.  Mortgage types include fixed-rate and floating-rate and are generally backed by office, retail, industrial, mixed-use, hospitality or multifamily properties.

[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 MWD as an LLC, incorporated in 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.
  • Negotiated a partnership with web hosting service provider, Interland.

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 [fluent]

[Spring 2000 - Fall 2001]
Sigma Alpha Epsilon Fraternity
Treasurer
  • Received national Outstanding Treasurer award.
  • Managed approximately $150,000/semester and settled debts totaling $15,000 with the University and the IRS.

volunteer/extracurricular activities

  • Gates of McLean Condominium Unit Owner's Association, Board of Directors: Treasurer of the Board, elected to a two-year term of an upscale 624 unit association - [Jun 2004 - Current].
  • Small Business Development Center (SBDC): graduate employee - assisted local business in developing a business plan [Fall 2002]
  • Panelist at Bucknell's E-leaders Symposium - [Oct. 2000]
  • Bucknell Football: tight end