David Wagner

David Wagner

Senior Advisor
212.497.7984

Mr. Wagner is a Senior Advisor in Houlihan Lokey’s Financial and Valuation Advisory business and a senior member of the LIBOR Transition Advisory Services (LTAS) practice, where he focuses on the unique industry-wide transformation from the London Interbank Offered Rate (LIBOR) interest rate benchmark to alternative benchmarks, such as the Secured Overnight Financing Rate (SOFR). Mr. Wagner has nearly three decades of experience in underwriting and investment banking as well as structuring, marketing, and trading complex derivatives. He is based in the firm’s New York office.

Before joining Houlihan Lokey, Mr. Wagner held several positions at the Royal Bank of Scotland, including on the U.S. management team, the Board of RBS Securities Inc., the Board of Tradeweb, and as the RBS representative to the Federal Reserve’s Alternative Reference Rates Committee (ARRC). He served on the ARRC from its inception in 2014 through 2018 and directly participated in the creation and selection of SOFR and contributed to the Paced Transition Plan, which has guided the industry as we approach the potential cessation event.

As an RBS Markets Senior Manager, he executed strategic transformations; conversion from a U.S. branch to a U.S. representative office, including all the systems, operational, risk, regulatory, and funding implications of that change; hybrid outsourcing and offshoring of securities processing technology and operations; conversions of local risk engines to global integration; and upgrading of machine-based electronic trading systems.

Mr. Wagner is also on the Adjunct Faculty of Fordham University, where he teaches a course in traded credit products and mentors students and early-stage professionals in financial markets careers.

Mr. Wagner holds a B.A. in Economics from Case Western Reserve University and an MBA in Finance from New York University’s Stern School of Business.

 

 

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