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Biographies
Debt Products Biographies
Colleen joined BMO Capital Markets in 1997 and is currently an Executive Managing Director of the firm and the head of Global Debt Capital Markets. This group is responsible for the overall relationship management of our North American government and infrastructure clients. It also provides for the origination structuring and syndication of all government, infrastructure and investment grade and high yield corporate bonds and provides the debt advisory capability to the investment banking group. Neil is a Managing Director in BMO Capital Markets' Debt Products group, where he focuses on the origination, structuring and distribution of corporate debt in the Canadian public debt market. He is responsible for coverage activities in a number of sectors, including natural resources, infrastructure, retail and telecommunications. Previously, Neil worked in the Project Finance and Loan Products Group at BMO Capital Markets, where he was involved in debt transactions in a wide variety of industries including industrial, telecommunication, retail and power and utility sectors. He joined BMO in 1996. Richard is a Managing Director in the BMO Capital Markets Debt Products group, where he specializes in bond syndication. He is responsible for managing the execution of BMO Capital Markets led debt financing mandates. Prior to joining syndication, Richard spent 9 years in a debt origination capacity in both Toronto and London, focussing on the origination and structuring of debt securities across a variety of sectors, including financial, retail and industrial. Richard joined BMO in 1996 Grant is a Managing Director in the BMO Capital Markets Debt Products group. He is responsible for a number of senior government and corporate debt relationships. In the government sector, Grant works with a variety of federal crown, provincial and municipal issuers, originating transactions for both the institutional and retail markets. Grant also works with a number of corporate issuers, focusing on infrastructure and utilities. Prior to joining the Debt Products group, Grant worked in foreign exchange, money markets and fixed income sales at BMO Capital Markets. Susan is a Director in the Debt Syndication group responsible for the execution and origination of debt deals. One of her key roles is to provide the interface between the sales & trading and origination functions. Prior to joining Debt Syndication, Susan traded corporate bonds for the firm for approximately 4 years. She joined the Bank in 1999 in the Financial Strategy Group, where she was responsible for Capital Management and Mergers & Acquisitions. Jim is a Executive Managing Director and Group Head of the BMO Capital Markets U.S. Debt Products group, where he manages a group of professionals focused on high yield finance, private placements, sponsor coverage and financial restructuring. He is based in New York and has completed approximately 275 financing transactions, involving over USD 77 billion during his career. Prior to joining BMO Capital Markets, Jim was a Managing Director at CIBC World Markets where he focused on leveraged financings for clients in the U.S. and Canada. He was also a Managing Director and Head of PaineWebber's Leveraged Transactions Group including High Yield Banking, Capital Markets, Private Placements, Sponsor Coverage and Restructuring and Co-Head of the firm's High Yield Sales, Trading and Research Department. Prior to joining PaineWebber, Jim was a Managing Director, Founder and Co-Head of Kidder Peabody's High Yield Capital Markets Group, head of the firm's LBO Group and was a senior member of Kidder's Restructuring Department. Jim began his career in high yield and buyout transactions at Drexel Burnham Lambert, where he was a Senior Vice President in the High Yield Structuring and Special Situations Group based in Beverly Hills. Jim joined BMO Capital Markets in 2001. Tom is a Managing Director in the BMO Capital Markets Financial Sponsors group. Based in New York, he is responsible for leading investment banking coverage of a number of important private equity clients and their portfolio companies across the equity capital markets, leveraged finance, mergers and acquisitions and other advisory products. Prior to joining BMO Capital Markets in 2002, Tom was Managing Director and Head of Telecom Leveraged Finance at Merrill Lynch & Co. There he raised in excess of US $11 billion in capital for the communications industry, including the wireless, data services, metro and long-haul wireline sectors. Prior to that, Tom was Co-Head of Deutsche Bank’s global high yield original efforts. He spent 10 years at Goldman, Sachs & Co. in high yield capital markets and debt capital markets. James joined BMO Capital Markets in 2001 to focus on providing private placement, investment grade, high yield and other investment banking services to the Firm’s clients. More recently, he has focused his activities on originating and structuring leveraged financings for the Firm’s clients. Prior to joining BMO Capital Markets, James was a member of PaineWebber Incorporated’s Investment Banking Division for 13 years. From 1992 to 2001, James had been a calling officer providing financial advisory and capital raising services to clients within the consumer products industry. James has advised clients in all facets of investment banking including acquisitions, divestitures, public and private equity, high yield and other debt financings. From 1987 to 1992, James was an integral member of PaineWebber’s Private Placement Group and High Yield Group. Prior to joining PaineWebber, James was a Chemical Engineer in PPG Industries’ Coatings and Resin Division. Dirk is a Managing Director and Co-Group Head of the BMO Capital Markets Financial Sponsors group. Based in New York, he is responsible for providing the full range of investment and corporate banking solutions to growth companies, financial sponsors and their portfolio companies, and companies undergoing transition. Prior to joining BMO Capital Markets, Dirk spent eight years with Goldman Sachs in its Leveraged Finance Group, including two years in London leading the group's efforts with financial sponsors. Prior to that, he spent five years with Kidder, Peabody in its High Yield Capital Markets, Leveraged Companies, and Mergers and Acquisitions Groups. Dirk also spent five years with various other firms focusing on middle market leveraged buyouts, financial restructurings, and general investment banking activities. Dirk joined BMO Capital Markets in 2002. Amy is a Director in the BMO Capital Markets Private Placements group. Amy has more than 15 years of banking experience, primarily in private placements. She joined BMO Capital Markets in 1998 and has a breadth of capital raising and structuring experience across the core credit products (e.g. bank loans, bridge loans, high yield debt, mezzanine debt, private equity) for middle-market companies. She has worked on raising capital for companies across a diverse array of industries. Amy has longstanding relationships with private placement investors that include insurance companies, mezzanine funds, hedge funds and private equity funds. Prior to joining BMO Capital Markets, she was a Relationship Manager with ABN AMRO and LaSalle Bank with a focus on commercial lending. |
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