Selected Engagements

INvestEd ISA & Program Development

INvestEd

ISA Investment &
Program Development

Financial Advisor
2018 - Present

MOHELA Consent & Bridge 2020

$316,450,000

 

Higher Education Loan
Authority of the State of
Missouri

Consent Solicitations
& Bridge Financing

Financial Advisor
October - December 2020

KHESLC Series 2020-1

$422,640,000

Kentucky Higher Education
Student Loan Corporation

Student Loan Asset Backed
Notes, Series 2020-1

Financial Advisor
November 2020

NTHEA 2020A Bridge Extension

$66,400,000

North Texas Higher
Education Authority

2020A Bridge Facility
Extension

Financial Advisor
November 2020

LSSLT 2018-A Class S

$35,000,000

Loan Science Student Loan
Trust 2018-A

Class S Senior
Certificate Sale

Financial Advisor
September 2020

KHESLC Consent Solicitations

$398,800,000

Kentucky Higher Education
Student Loan Corporation

Consent Solicitations

Financial Advisor
March - September 2020

Illinois STO

 

 

Office of the Illinois
State Treasurer

Student Investment
Account Program

Strategic & Financial Advisor
September 2020 - Present

NCSEAA 2020 A

$26,450,000

North Carolina State Education
Assistance Authority

Education Loan Revenue Bonds
Senior Series 2020 A

Financial Advisor
July 2020

LPFA 2020 Liquidity Analysis

Louisiana Public
Facilities Authority

Financing Trust
Liquidity Analysis

Financial Advisor
June 2020

VSAC 2020 A

$43,380,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2020 A

Financial Advisor
June 2020

Panhandle Plains Consent Solicitation & Loan Sale

$727.000.000

Panhandle Plains
Higher Education Authority

Consent Solicitations &
FFELP Loan Sale

Financial Advisor
June 2019 - June 2020

RISLA 2020 A/B

$100,575,000

Rhode Island
Student Loan Authority

Education Loan Revenue
Bonds, Series 2020 A/B

Financial Advisor
May 2020

NTHEA Consent Solicitation & 2020A Bridge Facility

$66,400,000

North Texas Higher
Education Authority

Consent Solicitation &
2020A Bridge Facility

Financial Advisor
March 2020

BHEA 2020-1 A/B

$67,950,000

Brazos Higher
Education Authority

Student Loan Program
Revenue Bonds, Series 2020-1 A/B

Financial Advisor
March 2020

PHEAA 2020 A

$47,570,000

Pennsylvania Higher Education
Assistance Agency

Student Loan Revenue
Bonds, Series 2020 A

Financial Advisor
March 2020

MOHE Series 2020

$57,690,000

Minnesota Office of
Higher Education

Student Loan Program Revenue
Bonds, 2020 Senior Series

Financial Advisor
March 2020

BHEA 2019-1 A/B

$37,700,000

Brazos Higher
Education Authority

Student Loan Program
Revenue Bonds, Series 2019-1 A/B

Financial Advisor
October 2019

Academic Loan Group

$1,643,000,000

Academic Loan Group

Financing Trust
Management

Back-Up Administrator
2018 - Present

RISLA 2019-1

$40,820,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2019-1

Financial Advisor
August 2019

KHESLC 2019-1

$104,965,000

Kentucky Higher Education
Student Loan Corporation

Taxable Student
Loan-Backed Notes
Series 2019-1

Financial Advisor
August 2019

North Texas Trust Management

$380,300,000

North Texas Higher
Education Authority

Financing Trust
Management

Investor Reporting
2010-2019

Panhandle Plains

$1,841,500,00

Panhandle Plains
Higher Education Authority

Financing Trust
Management
Back-Up Administrator
& Investor Reporting
2018-2020

VSAC 2019 A/B

$42,400,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2019-A & B

Financial Advisor
June 2019

MWU Series 2019 A/B

$37,660,000

Midwestern University
Foundation

Student Loan Program
Bonds, Series 2019 A & B

Financial Advisor
June 2019

FAME 2019-1

$42,400,000

Finance Authority
of Maine

Student Loan Revenue
Bonds, Class A Series 2019-1

Financial Advisor
May 2019

SLFC

$264,252,000

EdLinc Student
Loan Funding Trusts

Financing Trust
Management

Trust Sub-Administrator
2018 - Present

NCSEAA Liquidity Analysis

North Carolina State Education
Assistance Authority

Student Loan Program
Capital & Liquidity Analysis

Financial & Strategic Advisor
April 2019

RISLA 2019-A

$63,215,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2019-A

Financial Advisor
April 2019

KHESLC 2019 A/B

$98,335,000

Kentucky Higher Education
Student Loan Corporation

Taxable & Tax-Exempt Student
Loan Revenue Bonds
Series 2019 A/B

Financial Advisor
April 2019

Alaska USA Federal Credit Union

Alaska USA Federal Credit Union

Student Loan ABS
Valuations

Financial Advisor
2013 - Present

PHEAA Portfolio Valuations

Pennsylvania Higher Education
Assistance Agency

Portfolio
Valuations

Financial Advisor
2009 - Present

LPFA Liquidity Analysis

Louisiana Public
Facilities Authoritry

Financing Trust
Liquidity Analysis

Financial Advisor
2019

PHEAA

Pennsylvania Higher Education
Assistance Agency

Alternative Student Loan
Program Development

Financial Advisor
2018 - 2019

Montgomery County

Montgomery County,
Maryland

Student Loan Refinance
Program Development

Financial Advisor
January - May 2019

Invested FA

INvestEd

Financial & Program
Analysis

Financial Advisor
2014 - Present

NCSEAA Reporting

North Carolina State Education
Assistance Authority

Alternative Student Loan
Program Development &
Portfolio Reporting

Financial & Strategic Advisor
November 2018

Minnesota Office of Higher Education

$54,535,000

Minnesota Office of
Higher Education

Student Loan Program Revenue
Bonds, 2018 Senior Series

Financial Advisor
November 2018

Arkansas Student Loan Authority Program Development

Arkansas Student
Loan Authority

Alternative Student Loan
Program Development

Financial & Strategic Advisor
September 2018

SLFC FFELP Sale

$367,735,263

Student Loan
Finance Corporation

FFELP Portfolio Sale

Financial Advisor &
Information Agent
August 2018

North Texas 2018A

$250,360,000

North Texas Higher
Education Authority

Student Loan Asset-Backed
Notes, Series 2018A

Financial Advisor
July 2018

KHESLC 2018-1

$85,000,000

Kentucky Higher Education
Student Loan Corporation

Taxable Student Loan Revenue
Bonds, Series 2018-1

Financial Advisor
July 2018

RISLA 2018-1

$35,000,000

Rhode Island
Student Loan Authority

Taxable Student Loan Reenue
Bonds, Series 2018-1

Financial Advisor
July 2018

FAME 2018-1

$10,000,000

Finance Authority
of Maine

Student Loan Revenue
Bonds, Class A Series 2018-1

Financial Advisor
July 2018

VSAC 2018 A/B

$37,055,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2018-A & B

Financial Advisor
June 2018

Loan Science 2018-A

$127,450,000

Loan Science Student Loan
Trust 2018-A

Private Student Loan
Asset-Backed Notes

Financial Advisor
June 2018

RISLA 2018-A

$72,325,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2018-A

Financial Advisor
May 2018

North Texas 2018

$269,450,000

North Texas Higher
Education Authority

Student Loan Asset-Backed
Notes, Series 2018

Financial Advisor
January 2018

SLFC EdLinc 2017-A

$124,384,000

EdLinc Student Loan Funding
Trust 2017-A

Private Student Loan
Asset-Backed Notes

Financial Advisor
December 2017

KHESLC 2017-1

$171,068,000

Kentucky Higher Education
Student Loan Corporation

Student Loan Asset-Backed
Notes, Series 2017-1

Financial Advisor
December 2017

Minnesota Office of Higher Education 2017

$185,000,000

Minnesota Office of
Higher Education

Student Loan Program Bonds
Direct Placement

Financial Advisor
July 2017

Access Group Portfolio Valuations

Access Group

Portfolio
Valuations

Financial Advisor
June 2017

Great Lakes Valuation

Great Lakes Higher
Education Corporation

Valuation
Analysis

Financial Advisor
May 2017

VSAC 2017 A/B

$50,405,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2017-A & B

Financial Advisor
May 2017

RISLA 2017-A

$50,255,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2017-A

Structuring Advisor
May 2017

FAME 2017-1

$10,000,000

Finance Authority
of Maine

Student Loan Revenue
Bonds, Class A Series 2017-1

Financial Advisor
March 2017

ACS Asset Management

ACS Asset Management

Primary & Back-Up Master Servicer and Trust Administrator

29 Student Loan Trusts

$15,000,000,000 Par Amount

2009 - 2017

Greystone & Co., Inc.

Greystone & Co., Inc.

Cash Flow
Modeling & Analysis

Financial Advisor
August 2016

VSAC 2016-A

$27,900,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2016-A

Financial Advisor
June 2016

RISLA 2016-A

$55,000,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2016-A

Structuring Advisor
April 2016

MBIA NJHESAA

MBIA
Insurance Corp.

NJHESAA Trust
Modeling

Financial Advisor
March 2016

Access Group CPR Analysis

Access Group

Constant Prepayment
Rate Analysis

Financial Advisor
February 2016

NCSEAA Program Development

North Carolina State Education
Assistance Authority

Alternative Student Loan
Program Development

Financial & Strategic Advisor
January 2016

North Carolina State Education 2015-1

$133,400,000

North Carolina State Education
Assistance Authority

Student Loan Backed
Notes, Series 2015-1

Financial Advisor
December 2015

South Carolina Student Loan Corporation 2015-A

$198,400,000

South Carolina
Student Loan Corporation

Studen Loan Asset-
Backed Notes, Series 2015-A

Financial Advisor
November 2015

Minnesota Office of Higher Education 2012 Trust 2015

$261,400,000

Minnesota Office of
Higher Education

Student Loan Program Bonds
Direct Placement

Financial Advisor
October 2015

Brazos Group Portfolio Acquisition

Brazos Group

FFELP Portfolio
Acquisition

Financial Advisor
October 2015

NCSEAA Refinancing Analysis

North Carolina State Education
Assistance Authority

Financing Trust
Refinancing Analysis

Financial Advisor
September 2015

Georgia Student Finance Commission FFELP Sale

Georgia Student
Finance Commission

FFELP Portfolio Sale

Financial Advisor
September 2015

Georgia Student Finance Commission GA Transfer

Georgia Student
Finance Commission

Guaranty Agency
Servicing Transfer

Financial Advisor
August 2015

Panhandle Plains HEA Series 2015

$219,200,000

Panhandle Plains
Higher Education Authority

Student Loan Revenue
Refunding Bonds, Series 2015

Financial Advisor
August 2015

Arkansas Student Loan Authority Liquidity Analysis

Arkansas Student
Loan Authority

Financing Trust
Liquidity Analysis

Financial Advisor
June 2015

VSAC 2015-A

$21,200,000

Vermont Student
Assistance Corporation

Education Loan Revenue
Bonds, Series 2015-A

Financial Advisor
June 2015

College Assist

College Assist

Guaranty Agency
Servicing Transfer

Financial Advisor
June 2015

Minnesota Office of Higher Education

Minnesota Office of Higher Education

Financial Advisor

2014 - 2015

RISLA 2015-A

$41,365,000

Rhode Island
Student Loan Authority

Student Loan Revenue
Bonds, Series 2015-A

Structuring Advisor
April 2015

ADA

American Dental
Association

Private Student Loan
Program Development

Financial Advisor
January 2015

Ambac

Ambac Assurance Corporation

Cash Flow Services

2008 - 2015

Panhandle-Plains Higher Education Authority

Panhandle-Plains Higher Education Authority

Investor Reporting Advisory

2011 - 2015

South Texas Higher Education Authority

South Texas Higher Education Authority

Investor Reporting & Continuing Disclosure Advisory

2010 - 2015

Federal Home Loan Bank of Des Moines

Federal Home Loan Bank of Des Moines

FFELP Portfolio Valuation Services

2013 - 2015

San Antonio Credit Union

San Antonio Credit Union

FFELP Portfolio Valuation Services

2014 - 2015

Loan Science

Loan Science

Financial Advisory Services

2014 - 2015

Panhandle-Plains Higher Education Authority

$219,000,000

Panhandle-Plains Higher Education Authority

Acquisition of LoanStar Asset Partners, L.P.

Financial Advisor
December 2014

Vermont Student Assistance Corporation 2014-B

$59,700,000

Vermont Student Assistance Corporation

Education Loan Revenue Notes, Series 2014-B

Financial Advisor
November 2014

Indiana Secondary Market For Education Loans, Inc.

$152,500,000

Indiana Secondary Market For Education Loans, Inc.

Student Loan Asset-Backed Notes, Series 2014

Financial Advisor
November 2014

Maine Educational Loan Authority 2014 A-1

$10,000,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2014 A-1

Financial Advisor
July 2014

Laureate International Universities

Laureate International Universities

Financial Advisory Services

June 2014

Vermont Student Assistance Corporation 2014-A

$29,920,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2014-A

Financial Advisor
May 2014

California Educational Facilities Authority

$8,240,000

California Educational Facilities Authority

Alternative Loan Portfolio Sale

Financial Advisor
April 2014

Arkansas Student Loan Authority

$25,138,429

Arkansas Student Loan Authority

FFELP Portfolio Valuation and Purchase

March 2014

Alliance Holdings

Alliance Holdings

M&A Advisory

2010 - 2014

Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A.

Student Loan ABS Residual Valuation

2012 - 2014

Greystone & Co., Inc

Greystone & Co., Inc

Strategic and Valuation Advisory Services

2007 - 2014

MBIA

MBIA Insurance Corp.

Strategic Advisory Services

2008 - 2014

Missouri Department of Higher Education Student Loan Program

Missouri Department of Higher Education Student Loan Program

Strategic Advisory Services

August 2013

Student Loan Guarantee Foundation of Arkansas

Student Loan Guarantee Foundation of Arkansas

Strategic Advisory Services

July 2013

Indiana Secondary Market For Education Loans, Inc.

$1,050,000,000

Indiana Secondary Market For Education Loans, Inc.

FFELP Loan Portfolio Sale

Financial Advisor
June 2013

Vermont Student Assistance Corporation 2013-A

$15,595,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2013-A

Financial Advisor
June 2013

Arizona Higher Education Loan Authority

$186,379,616

Arizona Higher Education Loan Authority

FFELP Portfolio Sale and Trust Restructuring

Financial Advisor
June 2013

Vermont Student Assistance Corporation 2013-1

$378,400,000

Vermont Student Assistance Corporation

Student Loan Asset Backed Notes, Series 2013-1

Financial Advisor
June 2013

Rhode Island Student Loan Authority

$67,525,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2013-A

Financial Advisor
March 2013

Rhode Island Student Loan Authority

$34,750,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2014-A

Financial Advisor
March 2013

CRC Health Group

CRC Health Group

Private Loan Portfolio Valuation Services

2010 - 2013

DEPFA Bank plc

DEPFA Bank plc

Letter of Credit Restructurings

2009 - 2013

College Assist

College Assist

Strategic Advisory Services

January 2013

Utah Higher Education Assistance Authority

Utah Higher Education Assistance Authority

Strategic Advisory Services

December 2012

Vermont Student Assistance Corporation 2012-1

$770,500,000

Vermont Student Assistance Corporation

Student Loan Asset-Backed Notes, Series 2012-1

Financial Advisor
November 2012

Vermont Student Assistance Corporation 2012-B

$135,100,000

Vermont Student Assistance Corporation

Education Loan Revenue Notes, Series 2012-B

Financial Advisor
November 2012

Student Loan Financing Corporation

$139,868,000

EdLinc Student Loan Funding Trust 2012-A

Private Student Loan Asset Backed Notes

Financial Advisor
November 2012

Student Loan Financing Corporation

$333,641,000

EdLinc Student Loan Funding Trust 2012-1

Student Loan Asset Backed Notes

Financial Advisor
November 2012

Iowa College Student Aid Commission

Iowa College Student Aid Commission

Portfolio Transfer to Great Lakes Higher Education Corp.

Financial Advisor
November 2012

Georgia Higher Education Assistance Corporation

Georgia Higher Education Assistance Corporation

Portfolio Transfer to PHEAA

Financial Advisor
September 2012

Rhode Island Student Loan Authority

$111,000,000

Rhode Island Student Loan Authority

FFELP Loan Backed Bonds, Series 2012-1

August 2012

Vermont Student Assistance Corporation 2012-A

$20,635,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2012-A

Financial Advisor
July 2012

Maine Educational Loan Authority 2012 A-1

$12,685,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2012 A-1

Financial Advisor
June 2012

Panhandle-Plains Management and Servicing Corporation

Panhandle-Plains Management and Servicing Corporation

Leveraged Acquisition Advisory

Financial Advisor
June 2012

Rhode Island Student Loan Authority

$17,940,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2012-A

Financial Advisor
March 2012

Access Group FFELP Sale

$35,629,566

Access Group, Inc.

FFELP Portfolio Sale

Financial Advisor
March 2012

Lloyds Bank plc

Lloyds Bank plc

Letter of Credit Restructurings

2012

Panhandle-Plains Higher Education Authority

$603,130,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2011-2

Financial Advisor
October 2011

Rhode Island Student Loan Authority

$33,000,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2011-A & Remarketing 2008 B-5

October 2011

Alliance Holdings

Alliance Holdings

Acquisition of NorthStar Capital Markets Service Corp.

May 2011

Fortress Investment Group LLC

Fortress Investment Group LLC

Student Loan ABS Residual Valuation

May 2011

Panhandle-Plains Higher Education Authority

$483,200,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2011-1

Financial Advisor
May 2011

Louisiana Public Facilities Authority 2011A

$509,000,000

Louisiana Public Facilities Authority

Student Loan Backed Bonds, Series 2011A

Financial Advisor
April 2011

NorthStar Education Finance

NorthStar Education Finance

Cash Flow and Analytics Advisory

2009 - 2011

Rhode Island Student Loan Authority

$25,570,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2010-B

Financial Advisor
December 2010

Panhandle-Plains Higher Education Authority

$218,970,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2010-2

Financial Advisor
November 2010

US Bank

US Bank

FFELP Portfolio Acquisition Advisory

November 2010

Panhandle-Plains Higher Education Authority

$208,200,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2010-1

Financial Advisor
November 2010

Citadel Securities

Citadel Securities

Student Loan Advisor on M&A Opportunity

October 2010

Educational Credit Management Corporation

Educational Credit Management Corporation

Strategic Advisory Services

August 2010

Finance Authority of Maine FFELP Sale

$165,220,132

Finance Authority of Maine

FFELP Portfolio Sale and Trust Restructuring

Financial Advisor
August 2010

Maine Educational Loan Authority 2010 A-1

$15,460,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2010 A-1

Financial Advisor
July 2010

Alliance Holdings

Alliance Holdings

Acquisition of Panhandle-Plains Management and Servicing Corp.

June 2010

Rhode Island Student Loan Authority

$16,970,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2010-A

Financial Advisor
March 2010

Academic Loan Group

Academic Loan Group

Rating Agency, Cash Flow and Analytics Advisory

2008 - 2010

Maine Educational Loan Authority 2009

$210,000,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2009

Financial Advisor
May 2009

Scottrade Bank, FSB

Scottrade Bank, FSB

Student Loan ABS Investment Advisory

March 2009

Perella Weinberg Partners

Perella Weinberg Partners

Subordinate Student Loan ABS Valuation

February 2009

Education Assistance Corporation

Education Assistance Corporation

Portfolio Transfer to Great Lakes Higher Education Corp.

Financial Advisor
January 2009

Mississippi Higher Education Assistance Corporation

Mississippi Higher Education Assistance Corporation

Indenture Amendments and Rating Confirmations

January 2009

Education Management Corporation

 

Education Management Corporation

Private Loan Program Development

October 2008

Universal Technical Institute

Universal Technical Institute

Private Loan Program Development

June 2008

First Marblehead Corporation

First Marblehead Corporation

Rating Agency Cash Flow Advisory

January 2008

Brazos Student Finance Corporation

$303,600,000

Brazos Student Finance Corporation

Student Loan Asset-Backed Notes, Series 2007-1

Financial Advisor
October 2007

Midwestern University

Midwestern University

School as Lender Advisory

September 2007

Brazos Higher Education Authority

$500,000,000

Brazos Higher Education Authority

Student Loan Backed-Notes, Series 2007-1

Financial Advisor
May 2007

Vermont Student Assistance Corporation 2013-1

$378,400,000

Vermont Student Assistance Corporation

Student Loan Asset-Backed Notes, Series 2013-1

Financial Advisor
June 2013