Joe Pollock
Managing Director at Cain Brothers & Company, LLC
- Role
- Managing Director at Cain Brothers
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Joe Pollock
Senior Investment Banker to not-for-profit healthcare providers, focusing on drivers of health system operations and finance encompassing strategy, utilization trends, service mix, payor mix, throughput and enterprise funding, and the resulting impact on profitability, cash flow, leverage and liquidity.Series 7, 63, 53 and 50 licensed
Experience
Managing Director
May 2020 — Present · San Francisco, CA, US
Execute tax-exempt and taxable debt financing transactions for a national client base, across a broad range of size, clinical service scope, credit quality, debt mix and complexity.Senior underwriting experience to date includes over 100 transactions and a total issuance amount of over $10 billion.Responsible for business development efforts, including the identification and communication of opportunities to match evolving needs of healthcare providers with tailored capital markets solutions.Skilled in plan of finance design, capitalizing on macro market trends and specific structures based on clients\' needs and goals.Fluent in the mechanics and strategy of legal and security structure documentation, from design through negotiation at execution.Insightful credit analyst, crafting powerful value propositions to communicate core credit strengths through the bond rating agency selection and presentation process, as well as investor education and marketing including in-person national road shows. Expert in final negotiation and bond pricing to achieve optimal outcomes in terms of bond cost, covenants, security and structure.Ongoing client service including debt structure optimization, market education, investor relations and rating agency relations. Develop strategic and tactical interest rate derivative strategies to complement borrowers\' liability management goals. Evaluate and execute strategic opportunities ranging from affiliation to full asset acquisition or divestiture.
Education
Georgetown University McDonough School of Business
MBA, Finance
University of North Carolina Wilmington
BS, Finance
Skills
- Bonds
- Derivatives
- Financial Analysis
- Financial Modeling
- Financial Structuring
- Financial Markets
- Due Diligence
- Fixed Income
- Valuation
- Healthcare Industry
- Finance
- Structured Finance
- Trading
- Investment Banking
- Alternative Investments
- Private Equity
- Capital Markets
- Series 7
- Securities
- Credit Analysis
- Structured Products
- Equity Research
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.