Qualifications

Swaziland and Lesotho Electricity Companies 
Pre-Project design and analysis for energy investments, including solar PV, hydropower, and transmission lines. We advised on bringing project concepts to bankability for African Development Bank (AfDB) and Green Climate Fund financing. Our work included a quantitative analysis of energy system assets, and the creation of financial and economic models, to refine decision-making. We worked closely with the parastatal power companies to identify the highest value investments for system strengthening, and delivered Cost-Benefit Analysis and Pro-forma Financial Models for system expansion plans​​.
Global European Investment Bank: New York, NY
Lead advisor for the Asset Liability Management Treasury (ALMT) Unit. We provided guidance on liquidity related matters. Our contributions included:
  • The Federal Reserve 5G Report; Intraday Liquidity Stress Testing; Contingency Funding Plans
  • Alternative Liquidity Funding Sources; Dodd Frank Living Wills / Resolution Planning 
  • Advice on operational, data and technology related implications for the ALM Treasury Unit – LCR Calculation, Stress Testing, Intraday / End of Day Liquidity Risk Management, Collateral Management Optimization​
Africa Development Bank
Delivered valuation for design alternatives at the proposed 2400 MW Batoka Gorge Hydropower Dam. The valuation report included an investment strategy under uncertainty, a dynamic cost & revenue model, options valuation, and risk mitigation steps. Recommendations were:
  • Flexible design may save project sponsors $500m
  • Additional value from optionality may offer $550m in incentives for private investors
  • Investment triggers for an additional $390m expansion were identified based on flow rates and energy price 
Executed a capacity training for investment planning under multiple uncertainties. Participants included utilities, key government stakeholders and project developers.
Government of Costa Rica/UNDP
In order to tap international funding for an upgraded, and more resilient, national water system, we have been working with UNDP and the government of Costa Rica to develop a feasibility study for a water utility intervention. We are advising on the economic and technical specifications of the project, which includes both technical and institutional reforms. The analysis includes B/C analyses of various aspects of the national plan and technical justification. The expected result is $7 million in financing from Green Climate Fund.
MIT's Joint Program on Global Change, and the World Institute of Development Economics Research
Worked closely with the Joint Program on the Africa's Energy Futures research project, a broad-based research project analyzing, and offering solutions for, several of Africa's energy challenges.
  • Built customized valuation model using optionality, to inform PPP strategy, assess asset values, and determine investment decision points under multiple uncertainties, including climate, for two large hydropower facilities.
  • Modeled and delivered dynamic cost structure, including feasibility-level cost analysis.
  • Delivered financial assessment on the value of a phased build out at the Inga megaproject in DRC.
  • Delivered two valuation reports, including: “Flexible Design at Batoka Dam: How Real Options Analysis Compares to Other Decision Making Tools."
AI Fintech Leveraging Blockchain
Advised an Artificial Intelligence-enabled Fintech to develop robo-advising investment strategies seeking to enter the China Market.  Performed due diligence on the trading platform features/functionality including the entire system lifecycle and workflow – order modelling, generation, placement, execution, fills and allocation.  Developed use cases and recommendations for Blockchain deployment to automate process flows.
Asset Liability Management Treasury at a Global European Investment Bank
Lead advisor to the ALM-Treasury Unit at a Global European Investment Bank ($2 Trillion USD in assets) for liquidity regulatory matters: Dodd Frank EPS (Section 165) compliance on establishing an IHC (Intermediate Holding Company) across North America (including multiple broker/dealer and US based banking entities). Provided guidance on treasury related topics: Cashflow Forecasting; Liquidity Coverage Ratio Calculation; Balance Stress Testing; Contingency Funding Plans; Alternative Liquidity Funding Sources; Dodd Frank Living Wills/Resolution Plans. Advised on the Federal Reserve 5G Report (2052a, 2052b); Intraday / End of Day Liquidity Risk Management; Collateral Management Optimization; Developed operational, data and technology related solutions for the ALM Treasury Centers in North America, Europe and Asia.
Gas to Liquids: San Diego, CA
Advising gas-to-liquids developer on project viability and design. Delivering pre-feasibility, valuation & risk assessment to inform investment structure & product offerings. Producing financial pro forma for the project; integrated three-statement model, and value of expansion. Expected results are financing strategy, contract recommendations, development of $66 MM pilot project.
Industrial Economics 
Facilitated Stakeholder Engagements for: “Reducing vulnerability to climate change in Europe and Central Asia in the agriculture sector: Eastern Europe and Central Asia.” Project includes vulnerability assessments, stakeholder consultations, and menu of adaptation options in Albania, Moldova, Macedonia and Uzbekistan: a World Bank initiative. For more about this project see the World Bank Report.
UNDP
We have enjoyed several engagements with UNDP, working especially with climate adaptation plans in various country contexts. For example, we co-designed a series of strategy proposals for client nations to fund adaptation strategies. The nations included Romania, Namibia, Zimbabwe, Kenya, Philippines, Lao PDR, and Guatemala. More broadly, we delivered an integrated strategy report for mainstreaming climate change into development planning for client nations. The report included cost/benefit analyses for adaptation strategies, vulnerability assessment frameworks, and financing strategies. We also designed a “tool kit” strategy entitled, Accessing Private Sector Finance for Climate Change Adaptation and Mitigation Projects.