Doug Bortner

Head of Risk, Valuations, and ESG at Sound Point Capital Management, LP

Professional Overview

Doug Bortner is an experienced financial services professional with a strong background in risk management, valuations, and environmental, social, and governance (ESG) integration. As the Head of Risk, Valuations, and ESG at Sound Point Capital Management, LP, he oversees the firm's comprehensive risk management framework, valuation processes, and the integration of ESG considerations into investment decision-making.

Experience Summary

Current Role

As the Head of Risk, Valuations, and ESG at Sound Point Capital Management, LP, Doug is responsible for leading the firm's enterprise-wide risk management efforts, ensuring robust valuation methodologies, and driving the incorporation of ESG factors into the investment process. He has been instrumental in enhancing the firm's risk management practices, optimizing valuation procedures, and promoting the integration of sustainability principles across the organization.

Career Progression

Prior to his current role, Doug held various positions within the financial industry, including Firmwide Market Risk at J.P. Morgan, Credit Flow Trading Valuations at UBS Investment Bank, and Credit Policy and Portfolio Reporting at UniCredit Markets & Investment Banking. He also gained valuable experience as a summer intern in the Wealth Management division of UBS Financial Services Inc. Doug's diverse background and progressive career trajectory have equipped him with a comprehensive understanding of the financial services landscape and a proven track record of driving positive organizational impact.

Academic Background

Doug holds a Bachelor of Science degree in Finance from a leading university, where he graduated with distinction. His academic achievements and specialized coursework in finance, risk management, and quantitative analysis have provided a strong foundation for his professional endeavors.

Areas of Expertise

Enterprise-wide risk management

Valuation methodologies and processes

Environmental, social, and governance (ESG) integration

Investment analysis and decision-making

Regulatory compliance and reporting

Financial modeling and data analytics

Collaborative leadership and team management

Professional Impact

Throughout his career, Doug has demonstrated a commitment to excellence and a passion for driving positive change within the financial services industry. He has spearheaded innovative risk management initiatives, optimized valuation procedures, and championed the integration of ESG factors, contributing to the enhanced resilience and sustainability of the organizations he has served.

Conclusion

With his extensive experience, deep industry expertise, and strategic mindset, Doug Bortner is a highly respected financial services professional. In his current role as the Head of Risk, Valuations, and ESG at Sound Point Capital Management, LP, he continues to drive excellence, foster organizational growth, and contribute to the firm's long-term success.