Ed Bartholomew

Experience

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  Texaco

  Jul 1983 - Mar 1985

  Financial Analyst

  Analyzed project finance and corporate debt issuance deals.

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  J.P. Morgan

  Apr 1985 - Jan 2008

  Advisor to emerging markets government issuers globally, ran buyback and debt exchange offers to retire/replace inefficient Brady bonds or to improve debt risk profile by extending maturity or reducing external FX exposure. Some specific noteworthy deals included:o Mexico: Did first EM global bond with “Collective Action Clauses”o Peru: Advised on Paris Club debt buyback o Iraq: Executed $20bn restructuring of pre-war commercial debts Responsible for overall design of 8-week entry-level markets training programs. Designed and taught 5-day fixed income fundamentals and 1-day EM debt modules. Advised sovereign EM issuers on debt issuance and buyback strategy. Led EM debt strategy and analytics research team responsible for writing markets research reports and developing analytics for new markets and instruments. Led the development of EM bond indices (EMBI, EMBI+, EMBI Global, ELMI)Advised institutional investors on EM debt portfolio strategy. Served internal and corporate finance clients, most involving financial modeling. Developed J.P. Morgan’s Brady bond analytics (which became the industry standard).

  • Head of Global Sovereign Liability Management

    Apr 2001 - Jan 2008

  • Head of Markets Training

    Oct 1999 - Mar 2001

  • Head of Sovereign Debt Capital Markets Research

    Sept 1998 - Sept 1999

  • Co-head of Research for Eastern Europe, Middle East and Africa

    Mar 1997 - Aug 1998

  • Head of EM Debt Index and Portfolio Research

    Mar 1992 - Feb 1997

  • Quantitative Markets Research Analyst

    Apr 1985 - Feb 1992
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  Inter-American Development Bank

  Feb 2008 - Apr 2014

  Chief Financial Officer

  Responsible for Treasury ($10-15B annual borrowing program, $15-20B liquidity investment portfolio), Accounting, Financial Policies & Planning, Pension Investment Committee (Chair, $5B AUM), and managing Finance Department ($20mm annual budget, 100+ staff). Represent IDB Management on financial and risk management issues with Board of Directors, 48 shareholder governments, the press, and U.S. Congress. Also, led pension reform initiative and authored two internal studies for the Board on pension plan financial management. Show less

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  Building Better Pensions

  May 2014 - May 2018

  Independent Consultant
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  The George Washington University

  Aug 2017 - Dec 2023

  Lecturer in Finance

  Taught semester-long course in Capital Markets, Instruments and Institutions at GW in IFC-Milken Institute Capital Markets program for mid-career government officials from developing countries.