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Home : Products and Services : Investment Banking : Private Placements : Biographies

Private Placements Biographies


Jim Moglia

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.

Jim has an MBA in finance (with distinction) from The Wharton Graduate School of Business at the University of Pennsylvania and an undergraduate degree (Phi Beta Kappa) from Columbia College.

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Louis A. Klevan

Louis Klevan is a Managing Director in the BMO Capital Markets Debt Products Group. Louis joined the New York office in 2002 as Director of Private Placements. He has 25 years of experience in structuring and marketing private placement transactions, including subordinated debt with warrants and preferred stock with warrants, convertible debt and convertible preferred stock across all industries. He has been instrumental in raising capital for growth, acquisition financings, leveraged buyouts and highly structured transactions. Prior to joining us, he had been a senior executive in the Private Placement Group of Credit Suisse First Boston and its predecessor organization, Donaldson, Lufkin & Jenrette, since 1996. Previously, Louis held senior management positions in the Private Placement Group of Bank of America and its predecessor organization, Security Pacific National Bank. During the 1980s, Louis worked at PaineWebber in its Capital Markets and Private Placement Groups. He began his career at Chemical Bank.

Louis earned his MBA at Carnegie Mellon University. He graduated from the University of Pittsburgh, magna cum laude, with a Bachelor's degree in Economics.

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Amy Lauterjung

Ms. Lauterjung is a Director in the BMO Capital Markets Debt Capital Markets Group. 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). Prior to joining BMO Capital Markets, she was a Relationship Manager with ABN AMRO and LaSalle Bank with a focus on middle-market lending.

Ms. Lauterjung has an MBA from the University of Chicago’s Graduate School of Business and a Bachelor of Science degree in accounting (with high honors) from the University of Illinois, Urbana-Champaign. She is a CPA.

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Movin Moukbel

Movin is a Vice President in the BMO Capital Markets Private Placements Group where he is involved in the origination, structuring and private placement of venture and growth equity, mezzanine debt, structured loans and senior debt. Prior to joining the Private Placements group, he was a high yield research Analyst for three years focusing on media issuers, auto parts suppliers and special situations. Prior to high yield research, Movin was in US Debt Capital Markets working on high yield and debt private placements for US and Canadian issuers. Movin joined BMO Capital Markets in Toronto in 1998. He was then in the Project Finance group with primary emphasis on structuring, funding and syndicating of loans to finance infrastructure and energy projects in the US and Canada. Movin also worked in Global Capital Markets where he originated and structured Synthetic Lease and Monetization financings. Movin has an MBA in finance from the University of Toronto, an Honors BSc. in mathematics and biology from York University. He is also a Chartered Financial Analyst (CFA)

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MAIN CONTACTS

Jim Moglia
(212) 702-1888

Louis Klevan
(212) 702-1726

Amy Lauterjung
(212) 702-1860

Movin Moukbel
(212) 702-1891


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