Matthew T. Mueller’s Biography

From the Alesco Preferred Funding (r) XVI. Ltd. Offering Memorandum:

Mr. Mueller is a Director of Cohen & Company Financial Management, LLC. Mr. Mueller has been involved in the insurance industry since 1996. Previously, he was an Associate Equity Analyst at Ferris, Baker Watts, Inc. from 2000 to 2001, where he followed companies in the insurance and specialty finance industries. Prior to joining Ferris, Baker Watts, Mr. Mueller was the Insurance Research Director at SNL Financial from 1996 to 2000. Mr. Mueller holds a B.A. in Economics from the University of Virginia.

 

Highlights of my CDO and Asset Management Expertise and Experience

  • Launched Cohen’s first stand alone CDO
  • Structured and managed two standalone Dekania CDOs, 12 Alesco CDOs with a combination of insurance and bank debt securities, and 3 Dekania Europe CDOs
  • Managed assets of $3 billion for ten separate CDOs by providing investors detailed information on the performance of the underlying collateral and taking any actions on the individual collateral.  Helped oversee another 1 billion in euro-denominated securities.
    • Produced recurring revenues in excess of $20 mm per annum.
  • Served on the credit committees for nearly 20 transactions
  • Induced management teams to issue favorably treated debt on favorable terms for our investors
  • Marketed new CDO transactions to investors, specifically educating investors on Cohen’s CDO capabilities and industry expertise, the historical profile of the insurance industry and credit profile of individual companies.
    • Conducted one-on-one sales meetings with investors to market new CDO transactions and to provide updates to existing CDO transactions
  • Conducted due diligence on over 250 distinct insurance companies, varying in size from $5 mm of surplus to over $5 billion of surplus.  Companies included small private companies, mutuals of all sizes, publicly traded companies, Bermuda reinsurers and Lloyd’s integrated vehicles.
    • Conducted comprehensive due diligence on the business prospects of numerous start-ups and provided reports to credit committee members
  • Worked with a number of start up companies and private equity buyouts
  • Developed frame work and proprietary templates in order to systematically analyze potential insurance companies
  • Developed website reporting mechanism to provide details to investors in the CDO transactions.
  • Developed the collateral management framework for the non-ABS asset managers. The framework included credit screening for prospective issuers, ongoing credit analysis and monitoring of actual issuers, systematic reporting of information to institutional investors,  and methodology for taking any necessary credit actions on the portfolio.
  • In addition to the recurring asset management fees, helped produce an estimated $75.0 mm of upfront structuring and placement fees.
  • Launched the first Euro-denominated insurance subordinated debt CDO and established the collateral management framework that lead to the formation of Dekania Europe plc.
  • Specified as Cohen’s insurance industry expert and a member of the collateral manager credit committees.
  • Restructured over $100 mm of distressed debt within the portfolio.
  • Worked with rating agencies to refine and improve the ratings process for both the underlying collateral and the individual CDO transactions.
  • Launched Cohen’s first stand alone collateralized debt obligation, Dekania CDO I, Ltd., a $300 million pool of insurance debt securities.

 

  • Structured, marketed and closed 17 CDOs with an aggregate deal value in excess of $11 billion.
  • Developed the collateral management framework for the non-ABS asset managers. The framework included credit screening for prospective issuers, ongoing credit analysis and monitoring for the portfolio, periodic investor reporting and a credit committee methodology.
  • Conducted due diligence on over 250 distinct insurance companies, varying in size from $5 mm of surplus to over $5 billion of surplus.  Companies included small private companies, mutuals of all sizes, publicly traded companies, Bermuda reinsurers and Lloyd’s integrated vehicles.
  • Provided debt funding to over 150 insurance companies in amounts ranging from $5 mm to $150 mm per issuance and totaling over $3 billion.
  • Marketed new CDO transactions to investors, specifically educating investors on Cohen’s CDO capabilities and expertise, the historical profile of the insurance industry and credit profile of individual companie
  • Worked with rating agencies to refine and improve the ratings methodology for both the underlying collateral and the CDO structures.
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