Keith Edgar is a Senior Consulting Associate with CAP Resources and is a specialist in project finance, financial modeling, acquisition structuring and analysis, and joint venture development. Particular strengths include complex modeling in upstream, midstream, downstream and renewable energy asset development projects, generally, in support of private equity and investment banking initiatives. Recent project examples include modeling of pipelines, natural gas storage, biomass manufacturing facilities, and storage and export projects.
Keith is currently the Financial Advisor to the City of Houston Mayor’s Office for the proposed “One Bin for All” recycling program. In this capacity his responsibilities have included comparative analysis and audit of financial models submitted by competing project developers in response to the City’s request for proposal process.
Keith has over 20 years of experience in a broad variety of positions related to equity and fixed income capital markets for leading East Coast broker/dealers. He began his career in 1988 in institutional sales and trading of fixed income mortgage derivative products, trading in excess of $1.0 billion in market value for money managers and insurance companies. Expertise includes security and portfolio analysis, risk and asset allocation, and market data systems integration. During his tenure as the Director of Portfolio Strategies Group for the Bank of Texas, he developed portfolio modeling and risk management scenario analysis reporting tools for structured products including CMO’s, ABS and CDO securities.
Keith is actively involved in civic leadership as a board member of the City of Houston Advisory Committee, and is also the Founder and President of the Association of Washington Avenue Neighbors, where he contributed to multi-party creative financing methods which enabled a number of community-focused initiatives including reforestation.
Mr. Edgar was granted a BBA in Finance from Sam Houston State University, has passed Level 1 of the CFA exam, and has earned the FINRA Series 7, 63 and 65 licenses. He is a member of the CFA Society of Houston and the CFA Institute.