Roger Wood

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Profile

Mr. Wood joined Moelis in July 2010.
He has wealth of investment banking experience during which time he has advised some of the largest global power and infrastructure companies on critical strategic transactions both in the US and internationally.
Prior to joining Rothschild in 2005, he was a Managing Director in the Mergers and Acquisitions Group at Citigroup in New York focused on the electric utility and independent power sectors.
He previously worked in Energy Investment Banking at JP Morgan in New York and London and began his career as a member of JP Morgan's Mergers and Acquisitions Group in London.

Former positions of Roger Wood

Companies	Position	End
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Corporate Officer/Principal	29/06/2010
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions	Corporate Officer/Principal	-
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Corporate Officer/Principal	-
Moelis & Co. LLC Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Training of Roger Wood

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Linked companies

Private companies	6
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Finance
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions	Finance
Moelis & Co. LLC Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Oxford (Canada) University of Oxford (Canada) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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