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Jim manages Finacity’s working capital solutions placement, distribution and syndication activities, supporting our clients’ alternative financing needs in such products as factoring/invoice finance, forfaiting, supply chain finance, asset-based lending and structured trade finance. It’s a role he created and successfully developed during his first stint at Finacity (2010 – 2019) before being recruited away to manage senior origination and distribution positions at, successively, Greensill Capital, Jefferies and Raistone Capital. Prior to 2010, Jim’s career also featured three years as Director of Origination for trade finance fund manager Rosemount Capital Management, seven years as Head of Marketing for Bank of Tokyo-Mitsubishi New York’s Financial Institutions Group and eight years in assorted management positions at Nippon Credit Bank, both in Tokyo and New York, developing their debt capital markets, corporate lending and municipal finance businesses. During Jim’s 35+ year career, he also held banking and finance positions at Citicorp Investment Bank, Global Structured Trade Solutions and Goldman Sachs, as well as a 2-year period during which he founded and ran his own financial consultancy business. He has a B.S. in Economics from the College of William and Mary in Virginia and an MBA in International Finance from NYU, and holds both US and EU citizenship.

Philip has +20 years of experience in commercial and investment banking, having joined Finacity from Citigroup’s Municipal Finance Group’s credit and derivatives business. Philip’s background includes senior positions with Citigroup’s leasing business, as well as with Citibank Kenya as head of the Corporate Finance business where Citibank established in-country commercial paper and loan syndication markets, as well as having led the privatization of Kenya Airways. Prior to his time in Kenya, Philip was a senior banker in Citigroup’s U.S. Banks Group responsible for relationships with regional and super-regional banks in the Southeast focused on capital markets activity. Philip has a BA in Finance and Economics from Marquette University and an MBA in Finance from the University of Connecticut.

Thomas has 20+ years of commercial and investment banking experience. An expatriate for Algemene Bank in Europe, Africa and the Caribbean for the first part of his career, Thomas’ most recent positions prior to joining Finacity include SVP – ABN AMRO Capital Markets, and Head of International Corporate at ABN AMRO Bank in New York, where he covered large corporates and multilateral organizations. Thomas is multilingual and holds dual citizenship in the EU and the US. He has a BBA and an MBA in International Finance from George Washington University.

Antonio has over 25 years of experience in debt capital markets, structured finance and investment banking. He joined Finacity from RBS Securities, where he was a Managing Director in the Latin America Debt Capital Markets Group in Stamford, CT. Prior to RBS, Antonio was the Head of the Broker Dealer of Barclays Capital in Mexico where he spent five years in charge of originating investment banking and debt capital markets transactions. Antonio was also the Head of Debt Capital Markets at ABN AMRO Securities in Mexico and held a similar position at Deutsche Bank Securities Mexico. Antonio spent 10 years in New York working for JP Morgan Securities as Co-Head of its Latin America Structured Finance team. Mr. Villa holds a BA in Business Administration from Universidad Iberoamericana and an MBA from Stanford University.

Jayme Bulcão is a seasoned structured finance and sales/distribution specialist involving debt related transactions, as well as financial control analyst, with almost 40 years of experience at major commercial and investment banking firms in New York and São Paulo (Banco Itau; Citibank, Santander, and BCP Securities). Subsequently, Mr. Bulcão founded Bridge Partners – Brazil, an investment banking boutique focused on funds raising and financial consulting needs for middle market corporations and financial firms, and also worked as Financial Advisor for Focal Partners, for the set up of their Structured Debt Finance Unit. Among other accomplishments, Mr. Bulcão executed over $7.5 billion of debt-related and investment banking assignments for medium to large companies and financial institutions in Latin America. He holds a Bachelor of Arts degree in Economics and in Business Administration. He was Member of the Board of Directors at the Brazilian American Chamber of Commerce in New York, and Head of its Membership Committee, and also ex-director of Citicorp Insurance Trade Indemnity and Citicorp International Trade Company.

Paul has 25+ years of experience in consumer finance investment banking. He has held senior positions at MNC Financial, the parent of the credit card bank MBNA, Prudential Securities, PaineWebber and UBS. Since 1986, Paul has helped structure and place over $32.0 billion of consumer finance backed securities. The asset classes that Paul has structured include: Visa/MasterCard credit card receivables, primary and second source private label credit card receivables, unsecured consumer installment notes, auto installment loans (prime and subprime), marine/yacht loans, home equity lines of credit, legal receivables (including tobacco settlement receivables), consumer lease payments, health care receivables, mortgage servicing fees and other specialty finance receivable types. Paul holds a B.A. from Boston University (summa cum laude, Phi Beta Kappa), an M.A. from Brown University and an M.B.A., in finance, from the Wharton School.

Based in Lyon, France, Joao has more than 20 years of experience in Corporate & Investment Banking gained in the local and international markets. He started his career in 1990 with Crédit Lyonnais (now Crédit Agricole CIB) in Portugal as a corporate banker. In 1996 he was appointed as Head of the Brazilian Export Finance Desk in Paris before being transferred to Milan to set up the Trade and Export Finance division for the bank. In 2005 he joined Natixis to head its Structured Trade and Export Finance division and in 2007 he joined Natixis in Sao Paulo to set up and develop the presence of the bank in the corporate, trade, export and structured finance markets in Brazil. In 2012 he joined the headquarters of Natixis in Paris as Executive Director of Structured Trade, Export and Project Finance for the EMEA region before being appointed in 2014 as Head of Corporate Sales & International for Natixis Factor. Joao is fluent in English, Portuguese, French and Italian and has strong working knowledge of Spanish. Joao holds a Master’s Degree in Economics and an international certification from the Chamber of Commerce of Paris.

Prior to representing Finacity Dan was Head of Corporate Securitization at VTB Capital where he was the Head of Corporate Securitization, building VTB’s expertise in securitization of commercial assets, ranging from trade receivables, loans and leases to commercial real estate, with the focus on Russia and CIS. Prior to VTB, Dan held a senior origination and structuring role in ABN AMRO’s CEEMEA asset securitization team, successfully executing transactions in Russia, Kazakhstan, Turkey, UAE and Brazil. He moved to this role from ABN AMRO’s European Conduit team where he was responsible for deal origination and structuring. Dan started his career with ABN AMRO in March of 1998 as a member of the Acquisition Finance team in Chicago, and subsequently moved to Amsterdam to assume a position with the Group Risk Management Group, where he was responsible for automotive and diversified industries clients. Dan holds an MBA with concentrations in International Finance and Marketing from DePaul University’s Kellstadt School of Business and a B.S. in Finance from the School of Economics in Prague, Czech Republic. Dan is a Chartered Financial Analyst.

Daisy Tay is an experienced banking professional, having worked in various roles including:

• Group Head of Accounting, Securities, Cash/Deposits, FX, Treasury, Trade, Credit and Loan Operations
• A member of the management committee in Bank of America and Wells Fargo
• A board member/Director of BA Nominees and BA Leasing
• A specialist in Trade Finance involved in sales/distribution and factoring, invoice discounting, SCF, commodity structured trade finance
• Regional Head of APAC Trade Product management

Daisy has worked for over 35 years at major Banks in Singapore (Bank of America Merrill Lynch, Westpac Banking and Wells Fargo) and travelled extensively. She holds a MBA degree from University of Hull, U.K. specialising in Financial Management. Daisy enjoys interacting with the wider community and often speaks on trade finance at industry gatherings e.g. American MNC Association, Association of Banks in Thailand and the Philippines and selected Banks in Indonesia, India, Korea and Malaysia. She has experience conducting workshops, seminars and roadshows on credit and trade related topics. Experience working with ABS, Monetary Authority of Singapore, ICC, CrimsonLogic on projects and roundtable discussions.