FUNCTION

ACQUISITIONS

• Multifamily, hotel, office and retail transaction experience.
• Debt and equity sourcing and joint venture negotiation.
• Complex financial modelling.
• Memo and presentation creation.

ASSET MANAGEMENT

• Rehab execution.
• Retail leasing.
• Property performance analysis and troubleshooting.

CORPORATE FINANCE

• Coporate budget creation.
• Business plan composition.
• Stakeholder reporting.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2003-2007
BA; Economics

• Graduated cum laude with Distinction in Economics.
• Dean’s List 2005, 2006.
• Relevant Courses: Corporate Finance, Financial Accounting, Managerial Accounting, Real Estate Finance, Urban Real Estate Economics, Urban Planning and Development, Urban Fiscal Policy, Business Statistics, Advanced Spanish.

EXPERIENCE

THE KOR GROUP
Los Angeles, CA · June 2007-June 2009
Acquisitions and Business Development Senior Associate

• Acquired or recapitalized over 900 apartment units in Southern California.
• Built financial models, managed due diligence and analyzed financing alternatives.
• Corresponded with lenders and equity partners, expediting loan closings and negotiating terms.
• Researched, identified, and underwrote potential real estate acquisitions and third party hotel management contracts.
• Assisted Director of Asset Management in execution of rehabs, hiring third parties, and overseeing on-site personnel.
• Built and managed 2009 Corporate Budget.
• Composed Five-Year Business Development Plan.
• Oversaw Five-Year Business Plan and Budget.
• Prepared materials for, and participated in, meetings of the board of directors.
• Managed communications and led meetings with Kor Hotel Management’s new joint-venture partner, Mubadala Development Company.

CREDIT SUISSE REAL ESTATE PRIVATE FUND GROUP
New York, NY · Summer 2006
Summer Analyst

• Evaluated viability of potential real estate private equity funds and markets.
• Prepared private placement memoranda and management presentations.
• Coordinated and participated in road shows with fund sponsors, institutional investors, and distribution bankers.

LUBERT ADLER
Philadelphia, PA · Summer 2005
Junior Accountant

• Managed daily accounting activity and capital contributions for a billion-dollar real estate private equity fund.
• Analyzed performance of multiple biotech and real estate funds.
• Taught other employees how to utilize software.

FIORILLO NORTHWEST
Seattle, WA · Summer 2000
Construction Laborer

• Worked on renovation of 650-unit apartment community.
• Acted as intermediary between management and Spanish speaking laborers.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

Conversational in Spanish.

FUNCTION

EDUCATION

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Evanston, IL · 2004 - 2006
Master of Business Administration (conferred with Distinction), June 2006; Majors in Finance, Management & Strategy, Marketing, and Entrepreneurship

• Beta Gama Sigma, Wade Fetzer Scholar, Deans Honor List, 770 GMAT (99th percentile)

WHARTON SCHOOL, THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1995 - 1998
Bachelor of Science in Economics, December 1998; Dual Concentration in Finance and Real Estate

• Scholarship from Northern California Football Foundation & Hall of Fame (Scholar-Athlete of the Year)

EXPERIENCE

M3 CAPITAL PARTNERS (FKA MACQUARIE CAPITAL PARTNERS)
Chicago, IL · 8/06 - 2/09
Associate

• Planned and managed all facets of the private equity capital raising process for M3 clients, including analyzing, structuring, marketing, and documenting joint ventures and multi-investor real estate funds; significant exposure to ancillary advisory work including M&A, debt, and valuation.
• Supervised junior staff in financial modeling and research activities, led property due diligence efforts, and developed presentations for both internal and external use.
• Identified target investors for client funds and established dialogue with key decision makers; led meetings between institutional investors and M3’s clients.
• Managed attorneys in the drafting of term sheets, partnership agreements, and other transactional documentation, and negotiated issues related thereto.
• Marshaled investors through fund due diligence, and spearheaded follow-up on information or analysis requests.
• Representative transactions include an $800 million joint venture with a U.S. based retail REIT client and a $5.2 billion global capital raise for a fund manager focused on investments in Asia and Europe; experience with transactions across property sectors, geographies, and risk profiles.
• Only Associate at M3 with direct investor coverage responsibility; point person for 100+ institutional relationships including pensions, foundations, endowments, and fund of funds.

PRUDENTIAL MORTGAGE CAPITAL COMPANY
San Francisco, CA · 1/02 - 5/04
Associate

• Co-managed the entire loan origination process, including presentations to senior management, debt structuring, pricing strategy, transaction negotiation, and mobilization / training of analytical staff.
• Member of one of the top performing Prudential teams in the nation, successfully closing nearly $750 million in new mortgage investments, including Prudential’s first loan partially secured by assets in Mexico.

PRUDENTIAL MORTGAGE CAPITAL COMPANY
San Francisco, CA · 2/99 - 12/01
Senior Investment Analyst (12/00 - 12/01), Investment Analyst (2/99 - 11/00)

• Provided analytical support for all major commercial asset classes, with significant experience in ARGUS and Excel modeling, DCF analysis, property valuation and appraisal, market research, and due diligence review.
• Developed templates to streamline analysis of large multi-asset portfolios, resulting in quicker analytical turnaround and improved product quality, contributing to $800 million in closed business.
• Only Analyst within the organization selected to travel to Tokyo to support international team tasked with acquiring headquarters facility for Prudential of Japan; developed bid / valuation model used for $600 million acquisition.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Development
• Investment Banking

FINRA Series 7 / Series 63 registrations. Global investment perspective with exposure to transactions in North America, South America, Asia, and Europe.

FUNCTION

ASSET MANAGEMENT

PROJECT MANAGEMENT

SPATIAL ANALYSIS

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2007-2009
Masters of Spatial Analytics

• -GPA: 3.6
• -Focus on vector and raster geographical information systems (GIS), spatial statistics and real estate development
• -Capstone Thesis: Predicting Commercial Mortgage Default in Philadelphia, PA and New York, NY: A Spatial Analysis

UNIVERSITY OF PITTSBURGH
Pittsburgh, PA · 2001-2003
Masters of Public Administration; Public Management

• Graduated in top 5% of class, GPA: 3.9

FLORIDA STATE UNIVERSITY
Tallahassee, FL · 1998-2001
BS; Finance

• Magna Cum Laude, GPA: 3.8

EXPERIENCE

BANK OF AMERICA
Wilmington, DE · July 2006-present
Senior Vice President/Portfolio Manager

• -Responsible for day-to-day management of 7 million SF of office, retail and operations/data center space in northern Mid Atlantic region
• -Integrate delivery of real estate functions (transaction and project management, strategic planning, facility management) within region
• -Accountable for developing and managing $30 million capital budget and $150 million occupancy expense budget
• -Provide risk management and governance over national service partners
• -Maintain client relationships with regional executives
• -Lead team of 15 outsourced associates
• -Led MBNA-headquarters facility transition and staff integration efforts 2006-2007

BOOZ ALLEN HAMILTON
McLean, VA · May 2003-May 2006
Senior Consultant

• -Managed program management office (PMO) and led consultant team to execute $20 million, nation-wide facility condition inspection program
• -Developed novel quality assurance methodology and data model to test 20,000+ pieces of facility condition data weekly
• -Built predictive facility condition models and custom cost assemblies for unique capital assets
• -Facilitated working group meetings with various stakeholders to develop cost estimating business practices
• -Developed performance measures and tools to link facility condition data with capital funding prioritization process

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Certifications -Project Management Professional (PMP) by Project Management Institute (PMI), May 2006 (current) -Greenbelt certification by Bank of America in process Publications Alexander, R.K., Haft, J. & Smith, R. (2006).Case Study: Quality Assurance/Quality Control on Real Property Data. Journal of Applied Analytics in Consulting, May 2006, 46-51. Skills -Proficiency in ArcGIS, SPSS, JMP, MS Project, MS Visio and MS Office Suite -Familiarity with SAS, Matlab, Maximo and Crystal Ball

FUNCTION

EDUCATION

WHARTON
Philadelphia, PA · 2005-2007
MBA; Finance, Real Estate

• • President Wharton Hispanic American MBA Association 2007 (WHAMBAA)
• • Co-Chair Management Leadership for Tomorrow Wharton Seminar, September 2006
• • Robert Toigo Foundation Fellow, Joseph Wharton Fellow (awarded to 15% of the incoming class)
• • Pension Real Estate Association Scholar (awarded to eight students in the US and Canada), New America Alliance Scholar and National Society of Hispanic MBAs Scholar
• • Clubs: Real Estate, Private Equity, Finance, Basketball, and Wharton Latin American Student Association

UNIVERSITY OF SOUTH FLORIDA
Tampa, FL · 1998-2002
B.S.; Business Administration- Finance

• • Graduated Cum Laude (3.68/4.0 GPA)
• • Founding Brother/ Initial Secretary of the USF Chapter of Lambda Theta Phi Latin Fraternity Inc
• • Jim Longstreet Memorial Scholar and USF Latino Scholar

EXPERIENCE

VALENCIA CAPITAL MANAGEMENT
Dallas, TX · 2007-2009
Associate

• • Created, coordinated, and facilitated $152 Million development budget for an 85.9 acre mixed-use development including all financial matters, revenues, expenditures, and forecasting related to the project as well as return analysis
• • Reviewed infrastructure development plans for consistency with the project’s vision
• • Prepared extensive business plans involving several uses including medical office, residential and senior housing
• • Prospected possible acquisition opportunities in target markets and reported directly to the Managing Partner
• • Developed market summaries for target markets

LASALLE INVESTMENT MANAGEMENT
Chicago, IL · Summer 2006
Summer Associate

• • Developed a preliminary strategy for entry into the Brazilian market and other potential markets in Latin America by working directly with the Head of Global Strategy to conduct an overall market assessment of Brazil and an overview of potential investment opportunities in all property types
• • Evaluated acquisition opportunities, authored investment memoranda and assisted senior management to assure compliance with due diligence requirements for the acquisition of Class-A office towers in California totaling over $100 million and a retail property in Illinois

RAYMOND JAMES TAX CREDIT FUNDS
St. Petersburg, FL · 2002-2005
Senior Acquisitions Analyst

• • Underwrote 25 tax credit investments totaling over $67 million in invested capital
• • Expedited our teams’ average closing time from nine months to four months while coordinating the entire underwriting process from creating and reviewing financial models, return analysis, financing, analyzing markets, and monitoring the development phase to preparing the client for the asset management and the compliance phases
• • Prepared investment memoranda and presented them jointly to our internal investment committee for approval of multi-million dollar investments
• • Managed two analysts and the day-to-day relationships with our clients, partners, attorneys, developers and third-party firms involved in the underwriting phase to coordinate project closings
• • Reviewed and approved underwriting documentation including market studies, appraisals, environmental reviews, development budgets, construction plans and loan documents
• • Underwriter of the 2003 Fannie Mae Franchise Deal of the Year

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

• Organizations/Professional: ULI, NSHMBA, & TREC member, Trained in basic ARGUS • Interests: basketball and football fan, avid basketball player, mentoring at-risk youth • Languages: Fluent in Spanish both verbal and written

FUNCTION

STRATEGIC PLANNING & BUSINESS DEVELOPMENT

• Managed corporate liquidity for acquisitions, dispositions, and operations
• Comprehensive market survey to determine a competitive business position for department strategy.
• Extensinve analytical support for management for their executive decisions, conference presentations, and investor relations.

DEBT & EQUITY

• Debt Acquisition, Origination, & Underwriting for bridge loans, senior loans, B Notes, and mezzanine loans.
• Analyzed cash flows to determine structure of mezzanine and bridge loans.
• Led transaction due diligence process for debt investments under commitment.

PORTFOLIO MANAGEMENT

• Served as administrative agent for $500 mm loan workout for Transeastern Homes.
• Led loan modifications on stabilized and under construction properties
• Document review and other final details for loan closings.
• Loan compliance
• Monitored asset performance to underwriting and local markets, conducted market research, prepared management reports, and tracked investment distribution of $400mm of equity among four funds.

FINANCIAL ANALYSIS

• •Monitoried joint ventture with mortgage REIT to determine strategy within management.
• Analyzed cash flows to determine structure of mezzanine and bridge loans from $1.0 -$30.0 mm.
• Extensive analytical support for senior management. Created performance reports for CFO to analyze monthly, quarterly, and annual financial results to budget (FFO reconciliation to CAD, JV FFO to CAD breakdown, Same-store results, and ratios).
• Modeled pro forma property performance and associated fund cash waterfalls for acquisitions.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · September 1994 to May 1998
B.A.; Mathematics & Urban Studies

NEW YORK UNIVERSITY
New York, NY · September 2001 to May 2003
M.S.; Real Estate Investment

EXPERIENCE

CIT
New York, NY · January 2007 to November 2008
Vice President Commercial Real Estate

• Team Leadership: Supervised six associates in assignment of work, underwriting of loan opportunities, due diligence process, assignment of resources, and closing processes in 2007. Served as manager of Buy-Side Desk during period of capital availability. Drafted and implemented policy and procedures for department and served as Department representative in on-campus recruiting and analyst program activities.
• Debt Acquisition, Origination, & Underwriting: Originated, underwrote, and purchased real estate debt transactions that included acquisition bridge loans, B-Note carve outs, mezzanine loans, and mezzanine loan syndication. During 2007 reviewed over $916 million (36 loans), screened over $643 million (23 loans) before Credit Committee, and closed $192 million or 21% of reviewed loans (6 loans) in which $85.2million purchased at a discount.
• Financial Analysis: Led review of department’s joint venture with mortgage REIT to determine strategy within joint venture. Examined fund and asset level performance, as well as review of rights and remedies permitted in Joint Venture.
• Risk Management: Conducted due diligence for transactions, analyzed and incorporated market trends for company credit monitoring and valuation, drafted department Policy and Procedures.
• Strategic Planning: Completed comprehensive survey of over 50 competitive lenders that provide senior debt, bridge loans, mezzanine debt, and preferred equity to develop division’s 2008 strategy; implementation delayed due to changing market conditions.
• Portfolio Management: Served as administrative agent for $500 mm loan workout for Transeastern Homes, earning firm fees in excess of $1.0 mm during 3 month assignment. Served as lead business person on loan modifications which enhanced CIT’s collateral and also generated aggregate fees during term of approximately $1.7 million.

RAIT INVESTMENT TRUST
Philadelphia, PA · January 2005 to September 2006
Senior Associate

• Financial Analysis: Analyzed cash flows to determine structure of mezzanine and bridge loans from $1.0 -$30.0 mm. Drafted term sheets on behalf of originators for use in transactions.
• Team Leadership: Led transaction due diligence process for debt investments under commitment. Visited sites, identified competitive sets, analyzed historic revenues and expenses of properties under review, engaged third party consultants as necessary, and made debt investment presentations to investment committee for approval.
• Portfolio Management: Participated in loan closing process: Reviewed loan documents, prepared closing statements, and held final discussions with CFO to fund loans.

SL GREEN REALTY CORP.
New York, NY · January 2001 to October 2004
Senior Analyst

• Strategic Planning: Analyzed future transactions to determine impact of acquisition on earnings, balance sheet, corporate liquidity, and lender covenant compliance. Investment analysis of specific scenarios used in decision making and exit strategy development and execution. Assisted with creation of other internal projections and analysis as needed.
• Financial Analysis: Extensive analytical support for senior management. Created performance reports for CFO to analyze monthly, quarterly, and annual financial results to budget (FFO reconciliation to CAD, JV FFO to CAD breakdown, Same-store results, and ratios).
• Portfolio Management: Consolidated company budgets and prepared budget book. Monitored loan compliance and created quarterly certificates submitted to Lender Group. Conducted taxable income analysis used to determine dividend rate increases.
• Investor Relations: Provided analytical support, including proforma calculations and NAV models, in presentations for industry and investor conferences. Created quarterly supplement reports, earnings press release, and supplemental narrative. Answered analyst questions on behalf of CFO.
• Capital Markets: During employment, participation in capital market activities included increasing lines of credit by $75mm and raising $225 mm of common equity, $300 mm of unsecured debt, and $217 mm of preferred equity.

CMS COMPANIES
Philadelphia, PA · August 1999 to January 2001
Analyst

• Financial Analysis: Modeled pro forma property performance and associated fund cash waterfalls for acquisitions.
• Portfolio Management: Monitored asset performance to underwriting and local markets, conducted market research, prepared management reports, and tracked investment distribution of $400mm of equity among four funds. Prepared loan applications for new debt and refinance activities

FIRST UNION/MAHER PARTNERS
Philadelphia, PA · June 1998 to August 1999
Analyst

• Financial Analysis: Modeled cash flows of commercial properties, examined local market characteristics and prepared investment books for correspondent lenders.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking

Urban Land Institute, Full Member & Events Committee, Current New York University Real Estate Institute Alumni Association, Board Member 2007-2009 New York Commercial Real Estate Women’s Network (NYCREW), Events Committee 2007-2008 Traveler to 33 countries throughout Europe, Asia, Africa, and the Americas. Enthusiastic skier, tennis player, & rower. University of Pennsylvania Alumni Association, Co-Chair Class 1998 10 Year Reunion Winner of Young Alumni of Merit Award, June 2008 Recognized for leadership of reunion attended by 400 alumni which raised $2.1 MM of donations. Also served as Board Member of Philadelphia-Alumni Club, 1999-2000, 2005-2006. Member of Secondary School Committee 2006 to present. Junior League, Member, 2005 – Present New York City Marathon, 2006 & 2010

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA - WHARTON
Philadelphia, PA · Sep 1998 - Dec 2002
B.S. Economics; Management

• Bachelor of Science in Economics, Concentrations: Management, Minor: Spanish
• Cumulative GPA: 3.54/4.0
• Major (Management) GPA: 3.6/4.0
• Joseph Wharton Scholar, International Fraternity of Delta Sigma Pi
• Study Abroad in China (Beijing and Shanghai) and Spain

NEW YORK UNIVERSITY
New York, NY · Jan 07 - Present
Continuing Education; NA

• Continuing education courses in performing loan workouts, analyzing commercial real estate investments, high rise construction, interest rate derivatives, hotel investment analysis, and retail investment analysis and leases.

EXPERIENCE

TRAJAN INVESTMENTS, LLC
New York, NY · Nov 2008-Present
Vice President

• Performed workout analysis on a 400+ unit failed luxury condo, office portfolio of 1.5m SF, apartment land loan, and 700,000 SF mixed use office / warehouse.
• Determined land collateral for apartment loan had residual value as an affordable housing property, found potential buyer and procured purchase contract at 16x value client expected to receive for property.
• Performed analysis for B piece holder of failed condo project with a goal to determine greatest NPV for note recovery through analysis of condo sale or lease up exit strategies. Project completed working with Wickapogue.
• Assisted equity holder of office portfolio to determine if workout deal presented by mezz lender would result in a positive IRR based on new capital injections required. Analyzed scenarios using Excel combined with Argus.
• Repaired excel model and ran scenarios for warehouse buyer, and aided with capital raising and deal structuring.

FIDES CAPITAL MANAGEMENT
Vice President (Equity Sharing) · Apr 2009-Jan 2010
New York, NY / Los Angeles, CA

• Primary role was capital raising. Presented fund strategy through meetings and conferences to numerous potential investor groups, including family offices, fund of funds, private wealth management groups, high net worth individuals, institutional investors, and others for capital raising efforts. Additionally, analyzed potential distressed debt transactions through market research, modeling, review of legal documents, and planning asset management strategy.
• Selected Accomplishments:
• Interacted with well over 150 potential limited partners, and personally sourced several of our most promising investor prospects.
• Lead for presenting fund strategy at an alternative investments conference where over 100 potential limited partners were present. Presentation led to several of our strongest investment and consulting leads.
• Built a database with over 1500 potential limited partners and investor sourcing contacts.
• Other Responsibilities:
• Obtained an understanding of the players and market pricing for various types of distressed debt through review and analysis of numerous transactions.
• Completed investor questionnaires and presentations for various LP and GP investors. Assisted with finalization of PPM, Investment Overview (pitch book), and other investor marketing materials.

WICKAPOGUE PARTNERS
New York, NY · Feb 2007-Mar 2009
Associate (Equity Sharing)

• Performed due diligence, financial modeling, legal document review, and asset management on 7 transactions totaling $65mm in leveraged value. Transactions spanned all portions of the capital structure and included origination of senior bridge and mezzanine debt, distressed debt acquisition, preferred equity and JV equity. Evaluated hundreds of other potential transactions spanning virtually all asset classes including market rate and rent stabilized multi-family residential, office, retail, hotel, self storage, warehouse and others.
• Selected Accomplishments:
• Developed a large contact base of sourcing relationships including commercial mortgage brokers and developers, and sourced numerous transactions, one of which was closed and represented 10% of fund’s invested capital.
• Clearly demonstrated grasp of downside underwriting and investment discipline as majority of portfolio is still performing despite being an ’07 vintage fund.
• Successfully used interest rate derivatives to hedge against future risk on fund transactions
• Other Responsibilities:
• Analyzed numerous note purchase transactions for fund acquisition and high net worth side-car transactions.
• Prepared investment memorandums for committee and assisted in creation of quarterly and annual reports.
• Assisted in the creation of a Private Placement Memorandum, Limited Partnership Agreement, Investment Overview, and accumulated a large database of potential investors including high net worth, family offices, institutional and fund of funds for fundraising.

ARCADIA LAND COMPANY
Wayne, PA · Feb 2003 - Jan 2007
Project Manager

• Obtained approval for and coordinated creation of a master plan for 12,500 residential units, 4.5 million SF of office / retail, and 1 million SF of light industrial by managing planners, engineers and other associated consultants. Responsible for all financial analysis, and created full pro forma excel model for transaction and all sub-issues (utilities).
• Selected Accomplishments:
• Released hundreds of acres of property for additional development and added over $100 million in deal value by determining that extent of mine subsidence impacts were minimal. Worked with insurance brokers and determined building standards to create a comprehensive subsidence insurance program to mitigate associated risks.
• Responsible for coordinating engineering and consulting firms to file a by-right plan for 187 unit development in advance of a potential zoning change. Then negotiated a successful re-zoning with the municipality that greatly improved development plan and led to 10 extra lots. Obtained preliminary and sewer approval for plan.
• Led internal effort to apply NPV analysis to optimize utility phasing to maximize partner IRR.
• Other Responsibilities:
• Conducted due diligence efforts including thorough analysis of environmental contamination, evaluated risk of potential contaminants, reviewed and negotiated title commitment, and helped manage deal closing process.
• Created full pro-forma excel model of initial deal structure which involved different partnership returns, product types and distribution triggers; modeled 3 possible utility deals for provision of sewer and water; modeled potential project sales; and modeled all initial development phases. Performed IRR, NPV, and scenario analysis.
• Other Arcadia Projects
• Sourced potential deals totaling 1200 units, one involving a highly complex former tank factory. Met with sellers to establish relationship and discuss deal terms. Managed due diligence and creation of LOI terms.
• Managed luxury condominium project in Wayne, PA. Oversaw due diligence efforts on project, creation of pro-forma, execution of Phase II environmental studies, planned cleanup process with DEP regulators, managed architects to create renderings and design building, and met with public officials to plan re-zoning strategy.

BUBBLE HOUSE LLC
Philadelphia, PA · Aug 2001 - Jun 2003
Founder, Manager, Director of Marketing and Product Research

• Organized opening of a restaurant in University City, Philadelphia, from conception through implementation; solicited and successfully acquired start-up financing, managed restaurant, purchased equipment to begin and maintain operations, and implemented marketing campaign that increased sales by over 400%.
• Successfully negotiated sale of restaurant and dissolution of the partnership after restaurant became profitable.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · September 1995
May 2000; Urban Studies

• Senior Thesis: Philadelphia’s Ten Year Real Estate Tax Abatement

EXPERIENCE

MANHATTAN CAPITAL, LLC
New York, NY · August 2007 – January 2010
Investments & Acquisitions Associate

• Modeled financial pro formas for the redevelopment of downtown Reno, NV, including government sponsored financing: Tax Increment Financing, TARP, STAR and car rental tax bonds;
• Managed the development and subsequent foreclosure process of a $75MM condominium conversion as a joint venture with RREEF Global Opportunities Fund, a subsidiary of Deutsche Bank:
• Supervised daily management of foreclosed, vacant building
• Prepared monthly construction lender requisitions;
• Monitored change orders and reconciled development budget;
• Lead JV and construction meetings

LOCUST WALK ADVISORS, LTD.
New York, NY · October 2006 – July 2007
Real Estate Consultant

• Provided financial analysis for developers of market rate and affordable real estate projects;
• Scouted New York metropolitan area for development sites and investment opportunities; and,
• Arranged introductions to debt and equity sources

AMERICAN DEVELOPMENT GROUP, LLC
West Hempstead, NY · April 2005 – September 2006
Investments & Acquisitions Associate

• Directed all aspects of project development for multiple luxury condominium projects;
• Coordinated RFP bid package for a 1.2MM square foot mixed use project in Brooklyn, New York for submission to the Economic Development Corporation of the City of New York;
• Prepared financial pro formas (residential, commercial, retail, new construction, and conversions)
• Structured Private Placement Investment Memorandum Offerings
• Participated in all sales and marketing efforts, including preparation of condominium offering plans;
• Wrote monthly real estate column for the New York Real Estate Journal

CENTERLINE CAPITAL GROUP (F/K/A RELATED CAPITAL/CHARTERMAC)
New York, NY · October 2003 – March 2005
Assistant Vice President

• Analyzed credit risk for non-stabilized assets to establish reserve funds for bond resizing;
• Administered requisition process for $350MM construction/rehabilitation apartment portfolio;
• Negotiated construction loan documents, construction budgets and change orders;
• Audited compliance and covenants incident to the sale and restructuring of tax-exempt bonds

CENTERLINE CAPITAL GROUP (F/K/A RELATED CAPITAL/CHARTERMAC)
New York, NY · September 2000 – September 2003
Financial Analyst

• Conducted financial analyses and due diligence for the origination of 20 tax-exempt revenue bond projects totaling $200MM for 3,000 units of multi-family affordable housing

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Banking
• Development

•Member, Board of Governors & Founding Member of the Real Estate Club, The Penn Club of New York •Chairperson, University of Pennsylvania Alumni Secondary School Committee; Poly Prep •Member, Young Alumni Leadership Council, University of Pennsylvania •Former Alumni President and Member of the Board of Trustees, Lawrence Woodmere Academy

FUNCTION

REAL ESTATE FINANCIAL MODELING

• Evaluated single asset and portfolio acquisitions for $21 million real estate private equity fund targeting opportunistic and value-added hospitality properties
• Created ARGUS valuation models and performed sensitivity analyses for $108 million portfolio of eight grocery-anchored retail centers in New England totaling 660,000 sq ft

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2006-2008
MBA; Real Estate

• Vice President of the Real Estate and Finance Clubs; Wharton Leadership Initiatives participant
• Rebuilding Together – House Manager for non-profit program renovating homes of the elderly and disabled
• Wharton Community Consultants – Project Manager leading five-person MBA team in creating new Head Start program

NEW YORK UNIVERSITY
New York, NY · 1996-1999
BA; Economics

• Magna Cum Laude (GPA: 3.7/4.0)
• Founders Day Honors Scholar

EXPERIENCE

MCR DEVELOPMENT
New York, NY · 2008-2009
Transaction Associate

• Evaluated single asset and portfolio acquisitions for $21 million real estate private equity fund targeting opportunistic and value-added hospitality properties
• Supervised development of multiple extended-stay hotel properties with over 720 keys and prepared operating budgets
• Created internal financial model to track fund performance on IRR, WDP and NPV basis
• Led comprehensive market research analysis on more than 20 submarkets, assessing hotel supply-demand fundamentals, population trends, and Smith Travel Research reports

DTZ ROCKWOOD REALTY
New York · Summer 2007
Real Estate Investment Banking Intern

• Created ARGUS valuation models and performed sensitivity analyses for $108 million portfolio of eight grocery-anchored retail centers in New England totaling 660,000 sq ft
• Abstracted leases and performed rent rollover analyses for the $515 million sale of a mixed-use development in Chicago
• Authored tenant analysis report and presentation to facilitate sale of 355,000 square foot office/research facility
• Studied market for senior assisted living facilities in Northeast US related to development of 98 acres in Rhode Island

MORGAN STANLEY
New York, NY · 2004-2006
Investor Relations Senior Associate

• Articulated Morgan Stanley’s growth strategy, financial performance, and business drivers to investment community
• Drafted more than 30 quarterly earnings releases, presentations, and talking points for senior management meetings
• Managed relationships and reviewed financial models with over 30 institutional investors and 20 sell-side research analysts

LEHMAN BROTHERS
New York, NY · 2001-2004
Equity Research Associate

• Analyzed 18 large and mid-cap commodity and specialty chemical companies (total market cap: ~$175 billion)
• Increased research universe by 50%, raising research team ranking from #7 in 2000 to #2 in 2004; initiation process included financial modeling, meeting with corporate executives, and writing investment analyses
• Created new monthly report and updated annual 150-page industry overview by interviewing company executives and industry consultants, attending conferences, and enhancing plant capacity database
• Presented stock recommendations, industry trends, and valuation comparisons with internal sales-force, traders, and over 75 of the largest global institutional investment funds

PRICEWATERHOUSECOOPERS
New York, NY · 1999-2001
Financial Advisory Services Analyst

• Consulted on financial and forensic accounting issues related to public and private litigation cases
• Example project: Constructed $150 million lost-profit model quantifying damages stemming from breach of contract lawsuit

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

(1) Professional Certifications: LEED AP; Series 7 and 63 (2) Professional Memberships: Active member of Urban Land Institute Young Leaders and Zell/Lurie Real Estate Center (3) Community Service: New York Cares, Rebuilding Together NYC, Thai-American Young Professionals Association

FUNCTION

BUSINESS CREATION

• Developed directly, or with subordinates, $1,400,000,000 in real estate projects ranging from $5,000,000 renovations and redevelopments to $280,000,000 mixed-use and large-scale regional shopping centers.

STRATEGIC PLANNING

• Created project planning, budgeting, and scheduling for Taubman Development Group to improve development reporting prior to public offering. Organized project planning, budgeting and scheduling at Forest City Commercial Group to forecast resources better. Set up training programs for department personnel at The Taubman Company and Forest City to grow the organizations\' capabilities.

NEGOTIATION

• Spearheaded numerous multiple-party operating agreements, creating regional shopping centers. Organized multiple public approval documents to provide projects with entitlements and subsidies. Negotiated numerous land acquisitions.

GENERAL MANAGEMENT

• Oversaw eight project developers, ranging from development associates to vice presidents, at Forest City. Directed 10 tenant coordinators at Taubman, ranging from tenant coordinator to the director-level. Held responsibility for four project developers at Taubman, ranging from development managers to vice presidents.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, Pennsylvania · 1985-1987
M.B.A.; Real Estate and Finance

UNIVERSITY OF PENNSYLVANIA
Philadelphia, Pennsylvania · 1984-1987
Master of City Planning; Physical Planning and Economic Development

UNIVERSITY OF MICHIGAN
Ann Arbor, Michigan · 1978-1982
Bachelors; Architecture

EXPERIENCE

BULMASH REAL ESTATE ADVISORS, LLC
Beachwood, Ohio · 2009-Present
President/CEO

• BREA consults for lenders, opportunity funds, owners, developers and municipalities on retail and mixed-use projects.
• Consulted for a Midwest-based nationally-oriented opportunity fund on multiple asset reviews leading to two acquisition proposals. Advised a small developer on retail planning and leasing of a proposed mixed-use redevelopment project in an older Cleveland area suburb. Prepared and presented retail market research to Cleveland area city on viable retail alternatives for key properties within its core. Organized and participated in a number of Requests for Proposals to provide redevelopment services for key retail and mixed-use districts around the U.S. Discussed redevelopment strategies with various small real estate owners and developers for ongoing planning and implementation. Wrote a section on the financial aspects of developing shopping centers for Robert Gibbs¡¦ forthcoming book Theory and Practice of Urban Retail.

FOREST CITY COMMERCIAL GROUP
Cleveland, Ohio · 2005-2009
Senior Vice President, Development

• Forest City Enterprises is an $11.4 billion, publicly traded, diversified, national real estate company that specializes in large commercial, residential and land development.
• Spearheaded new commercial and mixed-use developments for eastern United States division (47 people), including the pursuit of over $1,000,000,000 in new projects. Oversaw developers executing individual group projects; oversaw hiring and training new development staff; and supervised the preparation of strategic plans and budgets. Introduced discipline for group in budgeting, scheduling, planning and designing projects. Organized group training sessions to develop skills in managing press, organization, running meetings and decision making. Expanded understanding of staff members¡¦ strengths and weaknesses and prepared plans for improvement. Provided personal evaluations and set effective goals. Managed eight developers that executed major projects including:
• The Promenade at Bolingbrook: A $208,000,000, open-air town center with Macy\'s, Bass Pro, Village Roadshow Theater, 347,000-square-foot retail and restaurants, and 40,000 square feet of office space (opened in April 2007). Obtained $58,000,000 in public subsidies, including sales improvement and special-assessment bonds.
• White Oak Village: A $113,000,000, power town center with Target, Lowe¡¦s, JCPenney, Sam\'s Club, Ukrop\'s, Hilton Garden Inn, 247,000 square feet of junior anchors, and 150,000 square feet of small-shop space (opened October 2008). Redeveloped an existing 700,000-square-foot vacant industrial plant on a 136-acre Brownfield site into an 833,000-square-foot regional retail project in Richmond, Virginia area. Obtained $21,900,000 in public subsidies through community development authority funds based on incremental property taxes. Executed project in 36 months and garnered highest returns of a commercial project for company tenure.
• Environmental Clean-up: Acquired EPA-acknowledged polluted property (White Oak) for 33% of site value if clean and contributed funds to move existing ground water treatment system to develop regional power town center. Mitigated environmental risks through insurance and well-drafted purchase documents, eliminating majority of liability. Laid out project to avoid disturbing area of worst contamination. Demolished 700,000-square-foot concrete/brick building, and crushed 80% of materials for on-site fill. Earned consideration from EPA for nomination of Phoenix Awards for best redevelopment in district.
• Wiregrass: A $157,000,000, open-air, regional town center in Pasco County (Tampa), Florida (opened October 2008) with Macy\'s, Dillard\'s, JCPenney, and 352,000 square feet of small-shop space.
• The Village at Gulfstream Park: A $245,000,000, urban, mixed-use project with 407,000 square feet of upscale restaurants and retail, 89,000 square feet of office space (opened February 2010), tied into pre-exiting racetrack and casino. Set up a $49,000,000 community development district and a $9,000,000 tax increment district.

THE TAUBMAN COMPANY LLC
Bloomfield Hills, Michigan · 1998-2005
Group VP/Vice President

• The Taubman Company is a $4.0 billion, publicly traded, national developer of high-end regional shopping centers.
• Group Vice President, Development
• 2001-2005
• Managed multiple new development projects and handled development-related issues for several existing company properties, including Stamford Town Center, Biltmore Fashion Park, Sunvalley, Beverly Center, Woodland, Woodfield, Twelve Oaks, Wellington Green and Willow Bend. Ran pre-development activities for proposed regional retail projects in Atlanta, Georgia, and Monroe (Cincinnati), Ohio. Directly managed my own development projects, and oversaw three project developers and their projects. In 2005, supervised the 10-member store-planning department to coordinate, on average, more than 650 tenant-store openings annually. Coordinated development group-wide goals and budgeting process. Contributed to setting group policy and strategy. Led 2003 Grow Our Talent team initiative to develop leadership skills, company-wide.
• The Mall at Oyster Bay: Assumed leadership of troubled, proposed 860,000-square-foot, upscale, regional mall development, The Mall at Oyster Bay, with budget in excess of $280,000,000 following denial of approvals by Town of Oyster Bay in Long Island, New York. Oversaw three-year litigation initiative, resulting in six favorable court decisions. Managed project\'s public relations; revised planning, design, and pre-construction activities; and continued to negotiate a reciprocal easement agreement (REA) with Neiman Marcus and Nordstrom.
• Additional Developments: Oversaw major projects including the addition of a $5,900,000 (16.2% under budget) food court at Woodland mall (opened 2001), a $7,400,000 (17.0% under budget) conversion of a vacant theater to a food court at Twelve Oaks (opened 2001), adding Nordstrom to Wellington Green (opened 2003), adding Saks Fifth Avenue to Willow Bend (opened 2004) and the planning of the redevelopment of a vacant department store into a vertical lifestyle wing at Stamford Town Center (opened 2007).
• Vice President, Development 1998-2001
• Led project teams to execute two new regional shopping centers. Directed development activities for company-managed General Motors Pension Trust portfolio of 10 centers, including the $5,400,000 (11.7% below budget) conversion of a theater to a food court at Lakeforest (Gaithersburg, MD) in 2000, the $6,500,000 (0.5% above budget) renovation of Briarwood Mall (Ann Arbor, MI) in 2003, and the $6,000,000 renovation of Stoneridge (Pleasanton, CA).
• The Mall at Wellington Green: Led team in designing and constructing the $231,000,000 Mall at Wellington Green, a 1,300,000-square-foot, super-regional center in Wellington, Florida (opened October 2001). Oversaw negotiation of REA and supplemental agreements with five department stores (Burdines, Dillard¡¦s, JCPenney, Lord & Taylor and Nordstrom). Negotiated amendments to partnership agreement and to development agreements with Village of Wellington. Opened on time and 4.2% below the development portion of budget.
• The Shops at Willow Bend: Oversaw development of the $280,000,000 Shops at Willow Bend, a 1,400,000-square-foot, upscale, super-regional center in Plano, Texas (opened August 2001). Negotiated REA and supplemental agreements with five department stores (Foley¡¦s, Lord & Taylor, Dillard¡¦s, Neiman Marcus and Saks Fifth Avenue), as well as a $34,000,000 tax increment financing agreement with the City of Plano. Led team in planning, designing and constructing project. Obtained site plan approvals. Opened project on time and 3.6% below the development portion of budget.

RELATED URBAN DEVELOPMENT (FORMERLY: THE PALLADIUM COMPANY)
New York, New York · 1997-1998
Senior Vice President, Development

• Related Urban Development is a subsidiary of the privately held Related Companies, one of the largest developers and owners of multi-family residential properties in the U.S.
• Directed the development of the $60,000,000 Palladium at Birmingham (in Birmingham, Michigan), a 140,000-square-foot, urban entertainment center with retail shops, restaurants and a 2,650-seat, 12-screen, state-of-the-art theater. Headed up the early planning and design efforts to develop the second phase of the Palladium project, a mixed-use project known as the Willets that included 57 upscale condominiums and 25,000 square feet of restaurants and retail shops. Led the pre-development planning, design, budgeting and project feasibility efforts for urban, mixed-use projects in Boston (Kenmore Square) and in Bellevue, Washington.

THE TAUBMAN COMPANY LLC
Bloomfield Hills, MI · 1987-1997
Development Director

• Development Director, 1993-1997.
• Managed the team effort to master-plan the $360,000,000, 476-acre Wellington Green project that was comprised of a 1,400,000-square-foot, regional shopping center, retail outlets, retail strip centers, a hotel, an assisted-living center, multi-family housing and park land. Obtained major entitlements for The Mall at Wellington Green, including Development of Regional Impact, Comprehensive Plan, Rezoning, Concurrency approvals, and site plan and environmental approvals. Developed schedule to run approvals concurrently instead of sequentially, reducing time for process from up to 36 months to 20 months. Saved $10,000,000 by facilitating project to open sooner. Held responsibility for project planning, scheduling, and budgeting. Determined feasibility for proposed expansions, renovations and developments of regional/super-regional shopping centers. Led pre-development activities for proposed projects in Columbus, Ohio and West Chester (Philadelphia), Pennsylvania.
• Development Group Member, 1990-1992.
• Oversaw group-wide business planning, scheduling and budgeting for firm\'s pre-development activity, in preparation of the Company going public. Coordinated construction activities between general contractor and more than 90 tenant-contractors during pre-opening of Bellevue Center, a 750,000-square-foot regional shopping center in Nashville, Tennessee. Evaluated financial feasibility of regional retail property expansions, developments and acquisitions. Performed market research for potential regional retail developments and acquisitions.
• Asset Group Member, 1987-1989.
• Hired into an executive management training program that rotated through property management, leasing, lease administration, financial analysis, market research and retail merchandising. Identified and pursued prospective retail tenants for company properties. Worked closely with leasing manager to negotiate leases with national and local tenants, finalizing 67 deals, for total rental income in excess of $25,000,000. Served as Assistant General Manager of Twelve Oaks, a 1,400,000-square-foot, regional mall in Novi, Michigan.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

PROFESSIONAL DEVELOPMENT RTM Communications, Sustainable Property Transactions, 2008 Liggett Stashower, Media Training, 2005 and 2007 Tom Peters Company, The Leader's Voice, The Communication that Inspires Action and Gets Results, 2004 MIT and Harvard Negotiation Project, Negotiation and Public Dispute Resolution, 2003 Karrass Negotiation Workshop, 2000 Virgil Scudder Associates, Media Training, 1995 AFFILIATIONS Cleveland Jewish Community Housing, Board of Trustees Penn Institute on Urban Research, Advisory Board Member International Council of Shopping Centers Urban Land Institute

FUNCTION

EDUCATION

WHARTON
Philadelphia · 1986-88
MBA; Real Estate

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles · 1980-1984
BS; Business Administration

• Magna Cum Laude. 3.74 GPA

EXPERIENCE

MORGAN STANLEY
Atlanta · 2000-2009
Executive Director

• Completed over $10 billion in transactions. Acquisitions office with focus on Southwest US, national senior housing and medical office, national public to private. Portfolio Manager for German and Japanese institutions.

PROLOGIS
Denver · 1994-1999
Vice President

• Ran Acquisitions and Dispositions departments. Completed over 100 transactions

TRIZEC HAHN
San Diego · 1988-1994
Manager

• Responsible for acquisitions and financing of regional malls.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Investment Banking

FUNCTION

EXPERIENCE

LIBERTY PROPERTY TRUST
Philadelphia, PA · 2007
Summer Associate

• Performed comprehensive performance analysis of 46-property Horsham, PA portfolio. Sourcing data from 4 systems and performing property inspections, studied 9 cost centers (ex. HVAC, Electrical, and Roof) based on financial expenditures, budgeted variances, work orders, and subjective measures.
• Discovered key operational issues with regard to recoveries and provided detailed input to capital budgeting process.
• Reviewed leases and modeled offerings based on expected base rent, expense estimates, TIs, and lump sum requirements.
• Statistically examined 5 Liberty portfolios, with emphasis on understanding underlying market trends.
• Engaged in redevelopment project review meetings to define scope of design and construction efforts.

SCS, INC. BUSINESS CONSULTING SERVICES (IBM PREMIER BUSINESS PARTNER)
Syracuse, NY · 2002-2006
Consultant

• As Project Manager, completed ~$2M implementation on time and under budget, saving 30% in services. Authored statement of work, reworked budget to meet scope, and led coordination of 18 people from 5 companies.
• Developed 7 cross-functional and linked implementation plans comprised of over 1500 tasks, focusing on the complex interdependencies of assignments, resources, asset availabilities, and overall project milestones.
• Built team consensus through collaboration with business line executives, functional leads, staff, and third party consultants.
• Performed requirements analysis and employed advanced Excel capabilities and data warehousing techniques to design and develop 100+ financial reports encompassing Accounting, Revenue Recognition, Marketing, and Manufacturing while Reporting Lead.
• Directed 20 persons from 4 firms, leading the integration of 3 “Best of Breed” solutions. Eliminated 100% of duplicate entry and redefined accounting, customer Service, billing, and asset management business processes.

FOUR SEASONS DESIGNS
Syracuse, NY · 13039
Owner/ Entrpreneur

• Launched residential landscaping firm concurrent with full-time consulting job, designed plans.
• Addressed licensure matters, as well as all accounting and tax requirements pertaining to business structure.

PRICEWATERHOUSECOOPERS, LLP. MANAGEMENT CONSULTING SERVICES
Washington, D.C./ Boston, MA · 1997-2002
Consulting

• With increasing supervisory and functional responsibility, advanced quickly through firm. Grew business acumen, particularly project management and risk mitigation skills, through multi million dollar data warehousing and customer relationship management implementations at Fortune 100 companies, including Fleet Bank Boston, Pfizer, and Johnson & Johnson.
• As performance task force lead, identified and analyzed new functionality, authored justification, and gained executive approval.
• Supervised and formally appraised performance of junior consultants.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

**Professional Awards: SCS Top Performer, 2004; SCS Team Player, 2003. **Relevant Skills: Advanced Microsoft Office (Excel, Word, &PowerPoint), Argus trained, MS Project, MS Access, familiar with several Enterprise Software packages, PL/SQL. **Memberships: Young Leader, Urban Land Institute; Cornell Alumni Admissions Ambassadors Network. ** Interests: NY Yankees devotee (incl. autograph collecting), golf, tennis, softball, landscaping, home improvements, reading.

FUNCTION

PORTFOLIO MANAGEMENT / INVESTOR COMMUNICATION

PRIVATE EQUITY / VALUATION

PROJECT MANAGEMENT/ LEADERSHIP/TEAMWORK/ANALYTICAL

EDUCATION

THE WHARTON SCHOOL; UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2008
MBA; Real Estate

• Active Member of Real Estate Club and Zell Lurie Center.
• Won 2nd place at 2007 GW Case Competition. Greenbuild 2007 attendee.
• House Manager for Rebuilding Together; led a team of 30 to rehab 2 homes in Philadelphia.

THE LAUDER INSTITUTE; UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2008
MA; East Asian Studies/Japanese

• Awarded Joseph H. Lauder Fellowship for academic achievement. Admissions Committee Interviewer 2007-2008.
• Graduate Thesis: “From Okinawa to Japan: A New Era for U.S.-Japan Relations.”

COLLEGE OF WILLIAM & MARY
Williamsburg, VA · 1997-2000
BA; Political Economy

• Sony-Morita Scholarship (Nanzan University, 1996-97), Golf Team, Alpha Chi Omega, President of Japanese Club

EXPERIENCE

HRJ CAPITAL
Chicago, IL · 8/2008-Present
Associate

• PORTFOLIO MANAGEMENT / INVESTOR COMMUNICATION
• Actively involved with monitoring $300M of private equity investment across 18 fund managers and 30 funds. Investments in the value add and opportunistic space and located in the US, Europe and Asia. Mangers include Fortress, Broadway, Aetos, Shorenstein, Rockwood, Westbrook, Walton Street, JER, daVinci, Quinlan Private, Rockpoint, Lone Star and others.
• Conducted meetings with 15+ international managers and co-wrote memos for investment committee. Screened new fund submissions and expanded fund tracking database.
• Created pitch book for a $150M global opportunistic fund marketed to corporate/pension fund/endowment/HNW investors.
• Assisted with due diligence for corporate merger/acquisition process.
• Analyzed trends within global portfolio markets and valuations as part of quarterly investor communication, led investor reporting for 9/30 valuations.

RREEF, DEUTSCHE BANK
Tokyo, Japan · Summer 2007
Summer Associate

• PRIVATE EQUITY / VALUATION
• Participated in site inspections, meetings with contractors, construction supervisors, architects, leasing agents and lenders as part of a JPY 90 billion site acquisition and development planning.
• Conducted asset inspections, analyzed tenant rolls, read market/appraisal/engineering due diligence reports to underwrite JPY 50 billion of assets. Wrote memos for regional and global transaction review and investment committees.
• Created pitch book for launch of JPY 20 billion equity fund to offshore investors. Assisted with fund structuring while working with internal product managers, tax and legal counsel to determine tax efficient methods of ownership/control.
• Communicated with investors regarding RFPs, lease analysis, cash flows and ground lease questions prior to acquisition bid.

GENERAL REINSURANCE CORPORATION
San Francisco, CA · 8/2000-4/2006
Assistant Vice President

• PROJECT MANAGEMENT / LEADERSHIP / TEAMWORK / ANALYTICAL
• Managed business for the largest national client (10% of volume), at client’s request, $30M+ in lifetime contract revenue.
• Led internal teams as manager of 25+ local and regional client relationships, coordinated deal flow within the office to identify and ensure client’s timelines were met. Doubled revenue in Utah and Hawaii in first year as manager.
• Negotiated contract terms and conditions for over $20M+ revenue after completing due diligence process while monitoring the strategic impact of individual accounts on the overall portfolio of business.
• Created reporting/tracking system and built pricing spreadsheets to prepare strategies for renewal negotiations while monitoring trends, pricing and business portfolio composition for 200+ accounts for a high profile client.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking
• Real Estate Law

Published Work: “Japanese Real Estate: Does Government Help or Hinder Development?” Cornell Real Estate Review 2007, selected as a finalist for ING Clarion Award 2007. Real Estate Interests: Exposure to the industry through family business in Hawaii; affordable housing development and management, golf course development and management, commercial brokerage and leasing, and real estate appraisal. Golf / Outdoor Enthusiast: Former NCGA member; played Pebble Beach, closest to the pin winner at several tournaments. Completed a week-long hiking trip through Patagonia and Skyline to Sea trail in California. Language: Advanced conversational and written Japanese language skills. Community: Wharton Chicago-area alumni interviewer and Lauder alumni representative. Professional Organizations: ULI, CREW and REFF

FUNCTION

WORK-OUTS, RESTRUCTURING

• Commercial mortgage origination, structuring, work-outs, and CMBS. Commercial real estate asset management. Key senior relationships with CRE departments of financial institutions, developers, opportunity funds, REITs, and other owner/operators of commercial real estate

EDUCATION

WHARTON SCHOOL - UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1985-1988
BS - Economics; Finance

BRANDEIS UNIVERSITY
Waltham, MA · 1984-1985

• Transferred to Wharton after Freshman year

EXPERIENCE

MORGAN STANLEY
New York, NY · January 2008 – May 2009
Managing Director, Asset Management & Restructuring

• Lead five person team responsible for asset and risk management of $10 billion commercial real estate credit facility portfolio. Completed significant restructures - mostly of commercial mezzanine repurchase facilities. Reduced via syndication and payoff over $4 billion of subscription lines to major opportunity funds

MORGAN STANLEY
New York, NY · July 2002 – December 2007
Executive Director, Institutional CMBS & Balance Sheet Lending

• Originated, underwrote, structured, and securitized/syndicated commercial real estate financing products including mortgage mezzanine, LBO, and preferred equity loans. Completed over $5.7Bn of lending transactions to franchise and first time borrowers. Clients included major opportunity funds, REITs, and other institutional borrowers.

MORGAN STANLEY
Sydney, Australia · April 2000 – June 2002
Vice President, International Securitization

• Founded firm\'s domestic securitization business in Australia & New Zealand. Spearheaded research and business planning for prospective domestic commercial real estate lending platform. Advised domestic financial institutions on cross-border securitization transactions.

MORGAN STANLEY
New York, NY · May 1997 – March 2000
Vice President, CMBS Conduit & Finance Group

• Purchased and securitized financial institution-originated first mortgages. Advised financial institutions seeking agented CMBS underwriting and distribution services.

MUTUAL OF NEW YORK
New York, NY · July 1993 – April 1997
Vice President, Equity & Debt Asset Management

• Lead team that worked-out, restructured and managed large commercial mortgage portfolio in the Northeast. Senior asset manager for large commercial office and industrial portfolio in the Northeast

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking

20-year veteran of the commercial real estate business - primarily centered around principal activities. Strong industry relationships within most sectors including institutional owner/operator, lending, and financial intermediaries. Targeting both senior full-time and consulting roles with investment platforms that plan to deploy new capital and/or need loan work-out/restructuring capability.

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · August 2002 - May 2006
Bachelors; Economics

• Academic Focus: Economics, Finance and Real Estate; Cumulative GPA: 3.4
• Minor: Real Estate and Urban Development;
• Relevant Coursework: Corporate Finance, Real Estate Finance, Real Estate Law, Financial Accounting, Business Statistics

EXPERIENCE

AMERIMAR ENTERPRISES
New York, NY · Jan 2006 - February 2009
Associate

• • Underwrote valuation of commercial real estate opportunistic investments. Developed and utilized a proprietary model to determine the highest IRR using extensive analysis of cash flow, debt assumptions, acquisition and selling costs.
• • Projected 10-year cash flows with ARGUS for assets under management. Combined existing lease information with anticipated leasing schedule and assumptions for market rent, rent growth, expenses, taxes, insurance, tenant improvements and leasing commissions.
• • Studied, reported and created 3-D models based on NYC Zoning Regulations for potential ground-up developments and physical expansion of buildings. Notable project: 101 W 57th St. (formerly the James Hotel), a ground up development, modeled showing Central Park shadows, stacking plan and floor plans with multiple cash flow models for mixed uses.
• • Examined NYC property tax code applicable to commercial real estate, integrating into underwriting.
• • Created abstracts of office leases for buildings specifically in the Manhattan and Philadelphia area. Familiar with the NYC Standard Form of Office Lease and typical amendments.
• • Corresponded with brokers regarding changes to Manhattan’s leasing markets to accurately adjust underwriting assumptions.
• • Designed and managed company’s website. Restructured for more effective use, incorporating more data and online resources for potential investors. Made user friendly for local and foreign visitors and simple for in-house staff to manage updates.

ELAN GORDON WEB CONSULTING
Philadelphia, PA and New York, NY · Spring 2003 - Present
President and Founder

• • Advised clients through the strategic, creative and technical elements of building a truly effective website. Responsibilities include visual design, strategic plan building, search engine optimization and technical maintenance.
• • Managed support teams of 20 people or more hired for specific projects, including two long term part-time employees.
• • Continue to generate year-over-year increasing revenues and profits, primarily through word of mouth from satisfied clients.
• • Representative Work: www.thepondatbryantpark.com; www.e13lofts.com; www.linnemanassociates.com

CAPITAL TRUST
New York, NY · Summer 2005
Analyst

• • Underwrote commercial real estate loans across all asset types, with a focus on hotel and retail segments, basing valuations on in-place cash flows and assigning growth rates in accordance with industry, location, and asset quality.
• • Notable Project: Blackstone’s Acquisition of Wyndham Hotels – Evaluated all 30 properties of the portfolio by considering in-place cash flows and savings on corporate management. Improved Capital Trust’s valuation method by discounting Blackstone’s expected savings.

LINNEMAN ASSOCIATES
Philadelphia, PA · Summer 2004 - Summer 2006
Research Assistant

• • Led research analysts for the Linneman Letter and academic studies by Professor Linneman, managed several constituents and insured accuracy of all data. Produced many models using research data to clarify trends in the real estate industry. Utilized statistical software to produce proprietary forecasting models for employment and absorption in local markets.
• • Contributing Writer for The Linneman¬ Letter – Sample Article: “Wal-Mart in Turbulent Times” (Winter 2004 edition) - An analysis and evaluation of challenges and opportunities facing Wal-Mart in its movement to urban markets under their new “Urban 99 Program.”

WHARTON REAL ESTATE DEPARTMENT
University of Pennsylvania · Fall 2005
Lead Teaching Assistant

• • Real Estate Finance, Real Estate Entrepreneurship and International Real Estate Investments: Coordinated resources, office hours, student grades and guest speakers for both undergraduate and MBA classes.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development

Extensive Knowledge of ARGUS DCF Proficient in Microsoft Office, Windows, Photoshop, Google Sketchup, IT Support Experience & Internet Research Proficient in Hebrew Intramural team sports (e.g. Hockey, Dodge ball, Kickball, Basketball, etc.)

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2005-2007
MBA; Real Estate

• Awarded prestigious Joseph Wharton Fellowship for outstanding leadership and professional/academic achievement
• Club affiliations: Private Equity, Real Estate (VP Social Events), Restructuring, Entrepreneurship, Travel & Hospitality, Golf
• GMAT: 740 (top 2%)

UNIVERSITY OF ILLINOIS
Champaign, IL · 1995-1999
BS; Finance

• High Honors; GPA: 4.0/4.0 major, 3.8/4.0 cumulative
• Varsity Football, Starting Free Safety and Four-Year Letterman
• Full Athletic Scholarship, Academic All-American, Academic All-Big Ten, Two-time ESPN National Scholar-Athlete of the Week, Varsity Football Student-Athlete of the Year, Chancellor’s Choice Award

EXPERIENCE

ALTERRA CAPITAL GROUP, LLC
Miami, FL · 2007-Present
Acquisitions Manager

• COMPANY DESCRIPTION: Private real estate investment firm focused on acquiring and turning around distressed multifamily assets
• Completed 6 acquisitions worth $73 million to increase portfolio size by 1,800 multifamily units
• Identified, underwrote, conducted due diligence on and negotiated deal points for over 250 investments considered
• Determined value-add strategy for each acquisition via site visits, input from relevant third parties and financial analysis
• Reduced contract purchase price across 5 properties by combined $2 million (3.3% savings) via due diligence/renegotiation
• Developed business plans with manageable action items for asset managers to improve post-closing operations
• Structured, evaluated and presented JV arrangements to investors to help raise $27 million in equity
• Developed extensive network of top-producing intermediaries across Southeastern US to originate new deals
• Evaluated, negotiated and helped prepare documentation for $46 million of debt financing

WOOLBRIGHT DEVELOPMENT, INC.
Boca Raton, FL · Summer 2006
Summer Associate

• COMPANY DESCRIPTION: Real estate investment firm that acquires and repositions underperforming neighborhood shopping centers
• Redeveloped and improved company’s financial models and proprietary software used to evaluate and manage acquisitions
• Monitored corporate strategies and expansion plans of company’s largest tenants and regularly briefed executive team on

CLEAR CHANNEL ENTERTAINMENT (NOW LIVE NATION)
New York, NY & Fort Lauderdale, FL · 2001-2005
Associate - Corporate Development & Strategic Planning

• COMPANY DESCRIPTION: World’s largest live entertainment event producer and venue operator
• Completed 80 transactions worth $500 million to expand and enhance company’s real estate and promoter network
• Transformed company from short-term aggregator to longer-term strategic operator by managing strategic planning process across 7 operating divisions, coordinating directly with divisional CEO/CFO/COOs
• Led valuation, due diligence and ongoing monitoring efforts for all acquisitions, JVs and other projects
• Produced feasibility analyses and helped structure creative deals for development/renovation of 6 entertainment venues, including 2 theaters within Planet Hollywood Resort & Casino in Las Vegas

BEAR, STEARNS & CO. INC. (NOW J.P. MORGAN)
New York, NY · 1999-2001
Analyst - Investment Banking, Leveraged Finance Group

• COMPANY DESCRIPTION: Leading global investment bank
• Completed $1.0 billion worth of leveraged buyout, private placement and other corporate financings
• Constructed complex financial models and prepared client presentations and internal committee memoranda to aid all stages of deal pitching, underwriting and execution processes
• Acquired an in-depth understanding of high yield, mezzanine and leveraged loan structures and covenant mechanics
• Prepared financial analysis and rating agency presentation for $2.4 billion LBO of Johns Manville by Hicks Muse and Bear Stearns Merchant Banking (deal ultimately terminated and subsequently completed by Berkshire Hathaway instead)

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

Acquired 2 residential properties at distressed prices using no upfront personal capital, selling 1 after renovation to triple equity investment (rehab cost) within 45 days; have owned rental property

FUNCTION

ACQUISITIONS

• Transaction responsibilities include: seeking potential investments and joint venture partners; underwriting and analyzing cashflows; devising investment and partnership structures; overseeing legal, financial, market, and property due diligence; negotiating loan documents, purchase and sale contracts and other third-party agreements; writing and presenting investment committee memoranda

ASSET/PORTFOLIO MANAGEMENT

• Management responsibilities include: overseeing management and operating decisions of portfolio companies and joint venture partners; restructuring and repositioning portfolio investments to maximize value; refinancing and divesting of portfolio properties; participating in quarterly board meetings pertaining to operations, strategic planning and capital structure management; hiring and supervising development teams; creating employee and partner incentive plans; monitoring and servicing portfolio investments; complying with internal reporting and investor requests

CAPITAL RAISING

• Coordinated marketing and fund-raising efforts for two new funds

EDUCATION

WHARTON SCHOOL
Philadelphia, Pennsylvania · 1997-2001
B.S. Economics; Finance, Accounting

• Graduated summa cum laude. Cumulative GPA: 3.9/4.0. Honors and Awards: Dean’s List Every Year (1997-2001); Member of Golden Key National
• Honors Society; Recipient of Herbert K. Brown Scholastic Foundation Award for Real Estate (2001);
• Recipient of Ballard Fund for Real Estate Excellence Award (2000); Recipient of Laventhol and
• Horwath Accounting Scholarship (1999)

EXPERIENCE

CREDIT SUISSE
New York, NY · 2001-2008
Vice President

• Responsible for sourcing, underwriting, executing, and managing the investment allocations of three $1.5 billion real estate investment funds; funds have leveraged $4 billion of equity into more than $13 billion of assets via single-asset, portfolio, and pubic security-related transactions, involving multi-family, commercial, lodging, and distressed debt investments
• Directly executed more than $1.8 billion of transaction value; realized or substantially realized transactions have generated returns on equity in excess of 150%
• Selective transaction experience includes: led $107 million acquisition of commercial office portfolio; co-managed $150 million acquisition and repositioning of distressed Caribbean hotel and adjacent developable land; co-managed acquisition of a €54 million first-loss position of a distressed loan secured by a portfolio of German office buildings; co-managed $174 million luxury condominium development; assisted with $70 million acquisition and bankruptcy reorganization of distressed debt secured by five-star hotel; led underwriting of $145 million sub-performing senior loan portfolio; initiated underwriting of multiple public and private real estate companies; executed numerous follow-on acquisitions that helped to expand a portfolio company into one of the largest third-party logistics operations in the United States, with over $150 million of annual revenue

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Real Estate Law

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA GRADUATE SCHOOL OF FINE ARTS
Philadelphia, PA · Aug 2000 - May 2003
Master of City Planning; City Planning

• Department of Housing and Urban Development (HUD) Award
• Physical Planning & Design, Concentration in Urban Design
• Honors: Department of Housing and Urban Development (HUD) Fellowship
• Activities: Fairmount Park Art Association - internship

UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
Philadelphia, PA · Aug 1999 - May 2003
Juris Doctor; Law

• Honors: Public Service Award – University of Pennsylvania Law School
• Fellowship with International Foundation for Education and Self Help (IFESH)
• Equal Justice America Fellowship
• Activities: Black Law Students Association (BLSA)
• Regional Housing Legal Services - volunteer
• Public Policy and Management Certificate - UPenn Law/Wharton

ILLINOIS INSTITUTE OF TECHNOLOGY
Chicago, IL · Aug 1988 - May 1993
Professional Bachelor; Architecture

• Professional Bachelor of Science, Honors
• Architecture, Minor in City Planning and Construction Management
• Honors: Outstanding Academic Achievement Award
• Deans List Recipient
• NOMA Award
• IIT Architectural Award
• Activities: National Organization of Minority Architects (NOMA) - President

EXPERIENCE

PHOENIX DESIGN AND DEVELOPMENT
Philadelphia, PA · April 2007 - Present
Senior Real Estate Project Manager

• Work directly under the owners of a privately held real estate development firm. Oversee work of four or more project managers and other staff, managing over seven ongoing projects in different stages of development with construction development budgets ranging from $20,000 to 20 million, with a combined project development cost of over 45 million dollars. Reviewed all legal correspondence and contracts, provide advice, and follow through on responses. Review and collect documents for loan closings. Prepare memos, project brochures, client letters, purchase orders, term sheets, condo documents, and request for proposals.

LUTHERON SOCIAL MINISTRIES OF NEW JERSEY
Burlington, NJ · April 2006 - Nov 2006
Real Estate Manager

• Coordinated the real estate development process between owners, consultants, and government officials including architects, attorneys, and financial advisors. Prepared site analysis, power point presentations, cost estimates, preliminary site plans, and pro-formas. Responded to request for proposals and represented company at township council and zoning board meetings.

PHILADELPHIA HOUSING AUTHORITY
Philadelphia, PA · Feb 2005 - Aug 2005
Real Estate Development Specialist I

• Assists in working with developers, investors and business people by gathering and sharing needed
• information to facilitate the real estate development process. Responsibilities include conducting research, giving public presentations, project design, project feasibility analysis, and preparing funding applications as they relate to real estate development.

PHILADELPHIA LAW DEPARTMENT
Philadelphia, PA · Aug 2003 - Feb 2005
Assistant City Solicitor

• Completed assignments for the Real Estate and Contracts departments. Provided legal analysis on topics regarding interpretation of the Philadelphia Building Code and financing of Capital Projects. Approved contracts to form and answered legal questions regarding the City Charter as it relates to bidding of Public Works Contracts and Professional Services.

TRIAD CONSORTIUM, LTD.
Chicago, IL · Aug 1993 - Aug 1998
Architect

• Developed construction documents and analyzed cost estimates. Implemented office standards. Represented personal clients. Prepared cost estimates and evaluated construction bids. Conducted meetings. Advocated company position to contractors, clients, and government agencies. Reviewed contract documents. Conducted financial studies, feasibility studies, and historic preservation studies. Coordinated data supplied by clients, organizations, government agencies, contractors, and associates. Researched material data and specifications. Conducted building code, zoning code, and fire code research. Coordinated other disciplines. Conducted building inspections. Reviewed warranties.

ADDITIONAL INFORMATION

Club Membership: Law School

Interests:

• Design
• Development
• Real Estate Law

LICENSES: Licensed Architect, Licensed Attorney CERTIFICATIONS: Certified Advanced AutoCAD User, NCARB Certified BAR ADMISSIONS: New Jersey MEMBERSHIPS: American Institute of Architects, American Planning Association, American Bar Association, Urban Land Institute, Association of Corporate Counsel, Delaware Valley Green Building Council SOFTWARE: Microsoft Word, Excel, PowerPoint, Access, Autodesk Desktop, Westlaw, Lexis, Adobe Photoshop, Adobe Illustrator, Arch GIS, 3D Modeling Software INTEREST: The Fine Arts, Photography, Wildlife, Fitness, Traveled the United Kingdom, sub-Saharan Africa, Norway, and Thailand. INVESTMENTS: Owner and manager of a triplex and duplex, both 100% occupied with positive cash flow. CERTIFICATES: The Art and Science of Grant Writing, Real Estate Development From Beginning to End, Fair Housing Accessibility

FUNCTION

ASSET/PORTFOLIO MANAGER

• Proven Real Estate executive with 17 years experience looking for a position with a dynamic, fast-paced organization.
• Backgound includes workouts and restructurings.

EDUCATION

WHARTON SCHOOL OF UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1991-1992
MBA; Real Estate Finance

HARVARD UNIVERSITY
Cambridge, MA · 1983-1987
BA; Government

EXPERIENCE

HAWTHORNE PARTNERS
Woburn, MA · 2005-2009
Principal

• Started residential land development business with two other partners.
• Negotiated joint venture with the Lubert Adler real estate funds to provide co-investment capital and joint venture equity.
• Pursuing entitltements on four New England communities representing nearly 400 units of residential product.

LUBERT ADLER REAL ESTATE FUNDS
Philadelphia, PA · 2004-2005
Asset Manager

• Provided Asset Management services on multiple joint ventures ranging from a $500mm industrial portfolio in the southeast to a 10 asset portfolio of respositioned shopping centers in the northeast.
• Assisted in the development of asset management policies and procedures.

CHARLESBANK CAPITAL PARTNERS
Boston, MA · 2001-2004
SVP Head of Asset Management

• Led and oversaw asset management group responsible for all Fund investments.
• Served as portolio manager for a large separate account client who had invested in a portfolio of direct trophy assets through investment advisory firms.
• Instrumental in managing troubled investments including recapitalization strategies.

AEW CAPITAL MANAGEMENT
Boston, MA · 1994-2001
Vice President

• Began AEW Career as part of Workout Group, restructuring troubled debt and equity investments throughout the country and across all property types.
• Selected as firm\'s youngest Portfolio Manager, responsible for a $400mm separate account client and an $800mm series of commingled funds.
• Worked in Capital Markets Group overseeing sales and financings across the firm\'s portfolio.
• Sourced, negotiated and structured new investments on behalf of the AEW Partners Funds, a series of opportunistic real estate vehicles.

COOPERS & LYBRAND
Boston, MA · 1993-1994
Senior Associate

• Worked in the Financial Advisory Services Group providing consulting services to real estate owners, developers and institutions.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Investment Banking

Licensed real estate broker in Massachusetts. Series 7 and Series 63 qualified.

FUNCTION

EDUCATION

UNIVERSITY OF PENNSLYVANIA, THE WHARTON SCHOOL OF BUSINESS
Philadelphia · 1985-89
B.S. Economics; Management

• Magna cum laude (3.62)

DUKE UNIVERSITY SCHOOL OF LAW
Durham, North Carolina · 1989-1992
JD

• top quartile of class

EXPERIENCE

K&L GATES
New York, New York · 2005-2009
Associate

• Draft and negotiate commercial New York City office leases representing primarily tenants. Represent lenders in mezzanine loan financing. Draft and negotiate development, construction, brokerage, and real estate service contracts. Negotiate purchase and sale agreements for commercial property for buyers and sellers.

PROSKAUER ROSE, LLC
New York, New York · 2005
Contract Attorney

• Represented lender in 300+ national property financing. Represented developer in purchase and development of Manhattan commercial buildings. Analyzed change of control provisions in leases for corporate acquisitions.

WEDDING WORLD
Pennsylvania, Maryland, Ohio, and West Virginia · 1995-2004
Regional Manager

• Responsible for operations/human resources in 22 store, 300+ employee chain. Responsible for site selection and lease negotiation. Designed, planned, and supervised store renovations and new store build-out. Supervised hiring and promotion, and created innovative training programs. Coordinated trademrk infringement lawsuit against shopping center owner and department store chain. Negotiated sale of company with department store chains and clothing manufacturers. Handled bankruptcy related issues.

WILLKIE FARR & GALLAGHER
New York, New York · 1992-1995
Associate

• Responsible for the diligence, disclosure, and property transfer for the initial public offerings and securitized financings of retail REIT\'s including CBL & Associates, Debartolo, and CNL. Multi-state, multi-property transactions for lenders and borrowers. Negotiated office and retail leases. Co-wrote article in NY Law Journal on enforcement of operating covenants in shipping center leases.

THE DOWNTON ALTOONA GALLERY
Leasing and Promotion Director · 1987-1989
Leasing and Promotion Directior

• Developed and implemented leasing and marketing strategy for specialized indoor shopping plaza in rehabilitated historic building of a blighted, downtown area.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development
• Investment Banking
• Real Estate Law

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2005-2007
MBA; Real Estate

• Professional Club Affiliations: Real Estate, Finance, Entrepreneurship; SEEVAK Real Estate Competition
• Social Clubs: Antarctica 2006 Leadership Venture, Politics & Public Policy Club (President), Basketball Club (Vice-president)

UNIVERSITY OF MISSOURI-COLUMBIA
Columbia, MO · 1993-1998
BA/BA; Economics & Political Science

• 3.7/4.0 Major GPA, 3.5/4.0 Cumulative GPA (UM Curators and Bright Flight Scholar)
• 1997 Homecoming King Runner-Up, Athletic Department Academic Tutor, Homecoming & RAMS Steering Committee, Sigma Phi Epsilon Fraternity President (2 years), ASUM Student Lobby Program (4 years)

EXPERIENCE

FONTAINEBLEAU RESORTS
Las Vegas, NV · September 2007-September 2009
Director, Development Analysis

• Worked under Corporate SVP Development, managing all facets of development on two mega-resort construction projects and pre-development phase, international expansion pipeline for a startup casino/resort developer:
• Las Vegas-$3.5 Billion new construction (8.8M Sf): 4,000 key Hotel/Condo/Convention/Casino resort on the Strip
• Miami-$1 Billion renovation: 1,500 key Hotel/Condo/Convention resort complex on Miami Beach
• International Pipeline-Vietnam (Ho Tram Lands), SE China (Hainan Island), Dubai (Palm Jebel Ali)
• Development Phase-Conducted project-level financial analysis; Managed overall development budget; reviewed contractor projections, construction cost forecasts, and operational soft cost projections; maintained relationships with local authorities (Clark County) and assisted with entitlements/approvals, completed all internal diligence, and directed LEED audit
• Restructuring Phase-Committed to the project through bankruptcy proceedings; Directed all internal and partner diligence, managed construction budgets, advised on financial model review and completed construction site shutdown activities
• International Development-Devised project pro-forma’s and development budgets, reviewed construction cost estimates, completed market diligence, evaluated project agreement terms and developed conceptual project programs
• Las Vegas Retail-Coordinated 300,000 Sf ($400M) retail project thru construction, lease-up & tenant related activities
• Art Program-Managed $40M modern art installation for FBLV and FBM projects (Under CEO, Glenn Schaeffer)

US SENATOR CLAIRE MCCASKILL/MISSOURI DEMOCRATIC PARTY
St. Louis, MO · August 2006-November 2006
Senior Advisor, General Finance Consultant

• Served as senior advisor and finance consultant to then US Senate candidate, Claire McCaskill
• Took academic leave to direct all fundraising activities for the Senatorial campaign during the 2006 general election

MISSOURI DEMOCRATIC PARTY
St. Louis, MO · August 2004-December 2004
Finance Chair (McCaskill for Governor)

• Youngest person to hold the position of Finance Chair in the history of the Missouri Democratic Party
• Managed fundraising campaign for the Missouri Democratic Party and McCaskill for Governor, overcoming the late election pullout of financial support by the DNC, raising a record $15.5 million in 75 days, exceeding budget expectations by 55%
• Advised Nominee on daily basis about key relationship strategy, served as her primary liaison, managed the comprehensive finance plan, directed the flow of support from previous incumbent supporters and managed a 12 person fundraising team

GOVERNOR BOB HOLDEN
State of Missouri · October 1999-August 2004
Finance Director-Holden for Governor, Missouri Democratic Party

• Directed in-state and national fundraising activities for Governor Bob Holden and Missouri Democratic Party
• Primary advisor and liaison to Governor, leading turn-around campaign and strategic plan development for fundraising activities that fulfilled massive debt obligations and raised over $16 million into multiple campaign committee funds
• Lead Missouri fundraising efforts for a strategic 527 PAC during the 2004 Presidential primary prior to the Iowa caucus
• Political Director, Legislative Redistricting Campaign; Managed political strategy and key relationships for Governor Holden during the 2001 Legislative Re-apportionment
• Deputy Finance Director; Assumed significant responsibilities on the finance team that raised $10.2 million dollars, after starting in the copy room

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

Personal Interests: Adventure Travel (Includes 32 countries, 6 continents), US Politics, Basketball, Golf, Skiing, Poker Affiliations: Governor Holden Public Policy Forum at Webster University, MOMA, Urban Land Institute, HK Farms

FUNCTION

COMMERCIAL REAL ESTATE FINANCE EXECUTIVE

• Commercial real estate executive with nine years of experience in strategic and financial advisory services. Completed 62 real estate finance transactions raising more than $2.4 billion in capital.
• Experienced underwriting capabilities for all major property types including office, multi-family, retail, industrial, hospitality, and condominium projects.
• Raised capital for clients including first mortgage financing, mezzanine debt, bridge loans, construction loans, and joint venture equity.
• Completed 90% of transaction with institutional investors.
• Developed strong relationships with capital sources including life insurance companies, pension funds, international banks, Wall Street lenders, private equity groups, mezzanine investors, and advisory firms.

EDUCATION

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 1996-Spring 2000
B.S. Economics; Finance, Strategic Management

EXPERIENCE

CUSHMAN & WAKEFIELD SONNENBLICK GOLDMAN
Chicago, IL · April 2007 – Present
Director

• Lead member of the Midwest debt and equity finance team for Cushman & Wakefield, providing financial advisory and mortgage banking services to owners of commercial real estate.
• Consulted with existing and prospective clients to understand capital requirements, created strategies to raise capital, and identified potential investors. Co-led business development efforts that resulted in capital raise assignments totaling over $700 million.
• Led execution of all transactions for the group. Managed all financial analysis including development of Argus models and sensitivity analysis, supervised the development and production of all offering memorandums, pre-screened investment opportunities to prospective investors, negotiated terms sheets between clients and investors, and oversaw transaction closing process.
• Co-Led launch of the Midwest Cushman & Wakefield Resolution Group, a cross-functional team of practice leaders that developed a comprehensive solution for lenders to handle troubled commercial real estate assets.
• Created debt structure financing options for investment sales teams during the marketing of property sales, enabling prospective buyers to quickly close acquisitions.

NORTHMARQ CAPITAL, INC
Chicago, IL · April 2002 – April 2007
Vice President

• Member of the five-person team raising debt and equity capital for commercial real estate owners. Promoted twice over five years, transitioning from an entry-level analyst completing basic financial models to leading the execution of all transactions within the office, including all financial analysis, development of investment memorandums, identifying potential investors, and managing the loan closing process.
• Initiated investor calls to develop interest, sold attributes of each transaction, conducted property tours, and negotiated detailed term sheets with lenders.
• Developed all financial models including Argus models, detailed sensitivity analysis, and complex waterfall scenarios.
• Wrote offering memorandums for both debt and joint venture equity transactions.
• Managed loan closing process including reviewing third-party reports, briefing tenant leases, auditing financial statements, and conducting detailed due diligence.
• Completed detailed market analysis including sale and lease comparables, market rent and occupancy analysis, and growth forecasts.
• Contributed to the growth of revenue within the group of over 300% over four years.

MERCER MANAGEMENT CONSULTING (NOW OLIVER WYMAN)
Chicago, IL · July 2000 – April 2002
Analyst

• Worked in a project-based, team environment to assist clients (typically Fortune 500 companies) to create unique growth strategies or develop solutions to strategic business issues. Completed detailed financial analysis and modeling of strategies to determine revenue generation or costs saving opportunities. Performed market research and conducted customer and industry expert interviews enabling the project team to analyze market and industry trends. Developed client presentations and presented findings during working group meetings.
• Developed a distribution network strategy for a mid-sized consumer packaged goods company enabling the company to significantly lower their cost structure while enabling faster distribution to customers.
• Worked with the management team of a start-up procurement exchange (a consortium of Fortune 500 companies) to develop a five-year business plan, identify potential cost saving opportunities, understand start-up capital requirements, assist in finding outside investors, and sign up initial customers and partners.
• Created a partnership negotiation strategy for a diversified technology company to identify the best candidate to partner with to commercialize a revolutionary technology in an unfamiliar market.
• Developed a value growth strategy for a computer hardware manufacturer within its services division for the retail and financial services industries.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Professional Organizations: Urban Land Institute (Chairman of Chicago Program Committee, Member of Executive Committee) Personal Interests: Traveling, triathlon competitions, flying, skiing, scuba diving, fly-fishing, and hiking

FUNCTION

FINANCE

• CFO, investment analyst, deal origination

EDUCATION

WHARTON
UPenn · 2003 - 2005
MBA; Finance

• Deans List.

PRINCETON
Princeton, NJ · 1995 - 1999
B.A.; History

EXPERIENCE

LAKE POINT RESTORATION
South Florida · 2007 - Present
CFO

• CFO for $60 million development Company

SUNTRUST BANK
South Florida · 2006-2007
VP

• Head of South Florida Commercial Mortgage Group

BEAR STEARNS
NYC · 2004-2006
Sr. Associate

• Commercial Mortgage Group

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Asset Management
• Investment Banking

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 09/2004-05/2008
Bachelor of Arts; Urban Studies

• Minor: Urban Real Estate & Development
• Wharton Real Estate Club.
• Pi Gamma Mu International Honors Society in Social Sciences.
• Theos Fraternity, Charity event coordinator.
• ACELA Latin American Cultural Society.

EXPERIENCE

PRUDENTIAL REAL ESTATE INVESTORS
Parsippany, NJ · 06/2008-Present
Investment Analyst

• Perform asset management analysis for 48 investments worth over $1.3 billion across all property sectors, asset classes, and domestic markets.
• Act as sole portfolio and asset management analyst on a $200+ million diversified separate account and developed new tools to monitor liquidity, track performance, and project returns and growth. Responsible for all internal, client-related, and public disclosure reporting and currently helping oversee the liquidation of the fund.
• Underwrite, help negotiate, and perform due diligence for acquisitions/dispositions, leases, financing, and partnership workouts.
• Created new lease analysis tools to assess effective values, rent relief necessity, and tenant credit.
• Extensive valuation experience through cash flow modeling in Microsoft Excel and Argus.
• Collaborate with property managers to resolve daily property issues, formulate budgets, review appraisals, and assess legal documents.
• Actively develop relationships in the development, finance, brokerage, and management communities.

DRA ADVISORS
New York, NY · 05/2007-08/2007
Transactions Intern

• Completed extensive underwriting, financial analysis, and due diligence for prospective investments and dispositions.
• Prepared marketing materials for offering memorandums and presentations.

CB RICHARD ELLIS MELODY
Philadelphia, PA · 01/2007-05/2007
Capital Markets Intern

• Prepared presentation and marketing materials for commercial mortgage deals.
• Executed industry and market research to create reports and databases.
• Collaborated with deal team to underwrite deals and interacted with clients.

RICHMAN GROUP DEVELPMENT CORP
Greenwich, CT · 05/2006-08/2006
Development Intern

• Performed detailed market studies for prospective developments.
• Created marketing material, designed property promotions, and helped design website.
• Researched and analyzed trends in low-income tax credit housing legislation.

CASTLE VILLAGE OWNERS CORP.
New York, NY · 08/2004, 06/2005-08/2005
Property Manager Assistant

• Assisted property manager in daily tasks overseeing a 589-unit co-op apartment complex.
• Completed extensive legal research pertaining to a collapsed retaining wall at the property.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development

Software: Proficient in use of Microsoft Office, Windows OS, Argus, Dyna, Resolve, and MRI. Strong analytical, logic, interpersonal, and writing skills. Extensive knowledge of various asset types including retail, multifamily, office, self-storage, and land. Conversationally fluent in Spanish. Member of Young Real Estate Professionals of New York. Interests include traveling, skiing, soccer, entrepreneurship, and poker.

FUNCTION

PROFILE

• Real estate executive possessing extensive multi-family/mixed-use experience. Development, acquisitions, construction, finance, and asset management. Manage day to day operations, oversee site selection/due diligence, and source project debt and equity. Excellent at strategically positioning organizations, building top performing teams, and exceeding corporate objectives. Developed over 7,300 units; $750 million capitalization.

EDUCATION

THE WHARTON SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1994-1996
MBA; Real Estate and Finance

NORTHEASTERN UNIVERSITY
Boston, MA · 1982-1986
BS - Cum Laude; Civil Engineering

EXPERIENCE

GREYSTAR REAL ESTATE PARTNERS
Dallas, TX · 2005-2009
Managing Director - Development

• Opened regional development office with primary focus on the Dallas/Fort Worth and Austin, TX; with secondary focus on other national markets.
• Managed daily operations including market research; site selection; financial underwriting; project designs/entitlements; sourcing debt and equity; and project construction, management, and disposition.
• Established Greystar presence in Austin, Dallas, and Tampa, developing six projects comprising 1,420 units, 23,000 sf of retail, and total market capitalization of $240 million.
• Managed development teams in Dallas, Austin, and Charleston.
• Created national development/construction policies and procedures.

THE LIONSTONE GROUP
Houston, TX · 2004-2005
Vice President

• Managed day to day operations of $200M discretionary equity fund (Lionstone Urban Investments).
• Financial underwriting, contract negotiations, due diligence, project financing, asset management, and asset disposition.
• Obtained debt financing and completed due diligence/pre-closing on $40 million mixed use investment (Gates East Campus; Denver, CO). Project included two vacant office buildings totaling 300,000 NRSF, 16,000 SF of commercial space, 28 rental homes, and 14-acres of vacant land.

GABLES RESIDENTIAL TRUST
Dallas, TX · 2002-2004
Regional Vice President

• Directed seven-person Dallas Investments Group developing, acquiring, and constructing multi-family communities.
• Sourced development sites/project acquisitions and managed day-to-day operations including financial underwriting, market research, project design/development, entitlements, construction, and asset management.
• Incorporated creative deal structures including landowner/mixed-use joint ventures, “operating partnership unit” transactions, and ground leases.
• Obtained federal historic tax credits, tax abatements, and TIF financing.
• Rebuilt development team and implemented new management and control systems.
• Lead all regional offices in new development/investment activity; one acquisition and five new developments worth over $200 million. Developments comprise a 450 unit mid-rise, 224 unit adaptive reuse of historic high-rise office building, and two mixed-use joint ventures with 175 units and over 50,000 sf of retail.
• Completed development, construction, and lease-up of two existing projects; 596 units/$55M.

TRAMMELL CROW RESIDENTIAL
Raleigh, NC / Fort Lauderdale, FL · 1996-2002
Division Partner

• Opened two regional offices pursuing South Florida, Carolinas, Southern Virginia, and Ohio developments.
• Managed day-to-day operations including market research, site selection/acquisition, project development, debt and equity financing, construction, and asset management.
• Profit and loss responsibility.
• Built management teams hiring city partner, construction president/vice president, and support staff.
• Developed three new communities; 904 units/$70 million.

PIZZAGALLI CONSTRUCTION COMPANY
Northeast Region · 1986-1994
Project Manager

• Managed $39 million in commercial, industrial, and institutional construction projects.
• Supervised all field and office operations.
• Profit and loss responsibility.
• Successfully completed five projects totaling $39 million on time and under budget.
• Negotiated $24 million in new Marist College business.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Banking
• Development
• Investment Banking

Former Board of Directors; State Thomas TIF and Dallas Uptown Public Improvement District. Licensed Professional Engineer. Member of Urban Land Institute and Dallas Real Estate Council. Enjoy golf, tennis, skiing, backpacking, bicycling, cooking, and the arts.

FUNCTION

REAL ESTATE INVESTMENT ANALYSIS

• Worked in all areas of real estate investments including acquisitions, joint venture equity, mezzanine debt and first mortgage positions.

ORIGINATIONS

• Originated real estate investment opportunities by maintaining and developing relationships with brokers, owners, developers and banks.

UNDERWRITING

• Underwrote all forms of real estate including retail, hotel, office, multifamily investments.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2000
BS in Economics; Finance and Management

• Bachelor of Science in Economics, Concentrations in Finance and Management, 2000
• GPA: 3.62/4.00; Magna Cum Laude
• Activities/Honors: Dean’s List (Fall 1997, Spring 1998) • UPENN Credit Union – Credit Analyst • Jewish Heritage Program’s Steering Committee • Semester Abroad - Catholic University of Leuven

COLUMBIA BUSINESS SCHOOL
New York, NY · 2007
MBA; Real Estate

• MBA, Concentration in Real Estate, May 2007; Deans List, Beta Gamma Sigma Honorary Society
• GMAT: 710 (96th percentile)
• Leadership/Activities: Real Estate Association (VP of Site Tours, Selected to 2005 and 2006 team to the McCombs Annual Real Estate Challenge), Teaching Assistant - Real Estate Finance, Private Equity and VC Club

EXPERIENCE

DTZ REAL ESTATE INVESTORS
New York, NY · July 2007 - November 2008
Associate Vice President

• Associate Vice President, Real Estate Acquisitions
• • Evaluated potential investments by analyzing real estate capital markets, capital structure, and financial returns
• • Originated transactions and maintained relationships with property and finance brokers, banks and owners
• • Underwrote property cash flows, lease rollover, market rents, vacancy, absorption, capital improvement budgets
• • Performed property due diligence by touring properties and markets, reviewing leases, assessing third party reports (property condition and environmental), and assisting in drafting transaction documentation
• • Liaised with overseas investment partners in evaluating, bidding for, negotiating and/or closing over $800 million in value add, redevelopment, and/or distressed debt investments
• • Wrote detailed investment memoranda outlining financial returns, assumptions, market conditions, investment rationale and asset management strategy

O\'CONNOR CAPITAL PARTNERS
New York, NY · Summer 2007
Summer Associate

• Associate, Real Estate Private Equity
• • Evaluated new investments by analyzing occupier markets, development budgets, and cash flow projections
• • Structured JV investments by reviewing IRR projections, cash flow splits and waterfall assumptions
• • Assisted in negotiating and conducted due diligence for over $2.9 billion in potential transactions

EUROHYPO
New York, NY · 2004-2005
Associate

• Associate, Real Estate Investment Banking/CMBS Originations
• • Originated, structured and executed fixed and floating rate loans on stable and stressed assets, including mezzanine, bridge loan, and earnout financings
• • Negotiated loan applications and documents, managed in-process transactions, and coordinated due diligence
• • Underwrote new investments by analyzing property cash flow, credit statistics, and market fundamentals

BLACKROCK
New York, NY · 2002-2004
Associate

• Financial Credit Analyst, Distressed Debt, High Yield and Leveraged Loan Portfolio Management
• • Solely responsible for coverage of the homebuilding, gaming and lodging, consumer products and retail industries
• • Evaluated distressed situations based on liquidity, free cash flow, default probability and recovery sensitivities
• • Recommended investments based on expected return, financial performance, credit statistics and industry positioning/outlook for an $8 billion portfolio

BEAR STEARNS
New York, NY · 2000-2002
Analyst

• Financial Analyst, Investment Banking
• • Advised clients on acquisitions and capital structure by analyzing corporate valuations, and cash flow projections
• • Prepared client and committee presentations outlining pro forma impacts of potential transactions

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Proficient in ARGUS • Conversational in Hebrew, basic knowledge of Spanish and German • Enjoy traveling (spent time with host families in Israel, Japan and Germany), history, reading and sports, including tennis and golf

FUNCTION

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Asset Management
• Banking
• Development
• Investment Banking

FUNCTION

PROJECT MANAGEMENT

• Managed design teams and outside consultants for new construction projects with budgets up to $25M
• Coordinated approvals process from government agencies
• Coordinated all design work with clients
• Implemented LEED standards in project details and specifications

BIDDING & CONSTRUCTION ADMINISTRATION

• Managed competitive bidding process for new construction & renovation projects
• Negotiated construction contract lump sum with general contractors
• On-site construction supervision and coordination
• Direct negotiation of all change orders

ARCHITECTURAL DESIGN

• Licensed Architect with design experience from pre-development and concept phase through technical details and final construction documents
• Drafting, modeling, and rendering skills for graphic presentations

DEVELOPMENT & PLANNING

• Established branch office of US-based 501(c)(3) corporation as an NGO
• Regional master-planning and coordination of design with government agencies, local communities, and donor & relief groups on post-disaster setting
• Conducted community design workshops
• Prepared site assessments, feasibility studies, and construction estimates for potential developments

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2009
Master of Architecture

• David Lukens Bockius, Jr. Fellow - School of Design
• International Housing Finance Course at Wharton
• Field Project Development Seminar at Wharton
• Post-Professional Design Studio focused on development in Shanghai, China

CITY COLLEGE OF NEW YORK
New York, NY · 2001-2002
Bachelor of Architecture

• Thesis on Housing & Urban Landscape

NORTH CAROLINA STATE UNIVERSITY
Raleigh, NC · 1994-1998
Bachelor of Environmental Design; Architecture

EXPERIENCE

URBAN ARCHITECTURAL INITIATIVES, RA, PC
New York, NY · October 2005 - August 2008
Senior Associate

• CEDARS, Bronx, NY – Supportive Housing & Community Facility; Client: The Lantern Group
• • Led project team, for this $20M, 95 Unit landmark restoration and new construction. The mixed-use facility is dedicated to low-income seniors & grand-families referred from NYC homeless shelters
• • Managed complex approvals process involving a BSA zoning variance, Landmarks Certificate of Appropriateness, HPD approval, and LEED certification
• • LEED Silver – Rated, energy efficient design, including ground source heat pumps, that was a pilot project for the NYSERDA Energy-Star Rating program for residential construction
• 334 Bonner Place, Bronx, NY – Mixed-Use Daycare & Senior Housing; Client: Mid-Bronx Senior Citizens\' Council
• • Full pre-development services for $14M proposed facility, including zoning studies and various concept designs for a tight, unique site
• • Presentation of concept design to City Council for discretionary budget allocation
• • Prepared schematic design, received HPD approval, and negotiated contract with client for full architectural services

ARCHITECTURE FOR HUMANITY
Sri Lanka · January 2005 - August 2005
Country Director

• Collaborated with a team of five local architects to assess post-tsunami conditions
• Organized & conducted community design workshops with victims
• Coordinated with national planners and with United Nations representatives
• Prepared master plan for two villages, 2500 people total, and over 100 homes, including the coordination of all donor groups building permanent housing in the area
• Established Architecture for Humanity as an NGO in Sri Lanka
• Drafted & executed an agreement with the Government of Sri Lanka for the design & construction of five public buildings in Kirinda as part of the master plan
• Solicited schematic designs from the local team of architects, prepared a construction estimate, negotiated contracts with local builders and architects
• Worked with Relief International to identify schools in need of temporary shelter
• Prepared schematic design, construction estimate, and work plan

URBAN ARCHITECTURAL INITIATIVES, RA, PC
New York, NY · August 2002 - August 2004
Project Manager

• Silverleaf Hall, Bronx, NY – Supportive Housing; Client: The Lantern Group
• 44 Convent Avenue, Harlem, NY – Supportive Housing; Client: Heritage, Health, & Housing
• MLK Houses, Jersey City, NJ – Affordable Housing; Client: Goldman Sachs Urban Investment Group

A+I DESIGN CORPORATION
New York, NY · August 1999 - January 2001
Project Manager

• Roadrunner Records, New York, NY – 28,000 sf office renovation
• College Music Journal, Network. New York, NY – 45,000 sf office renovation

ROBERT A.M.STERN ARCHITECTS
New York, NY · June 1998 - July 1999
Intern Architect/Designer

• Miami Beach Public Library – Miami Beach, FL
• Manzanita Hall – California State University, Northridge, CA
• Harvard Business School – Cambridge, MA

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Design
• Development

Registered Architect, NY State & NCARB Certified - License # 032125; Fulbright Fellow - Art & Architectural History 2004 - 2005; Design Fellow - Architecture for Humanity 2005; Member, American Institute of Architects New York City Chapter; Member, Urban Land Institute

FUNCTION

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA · 2005
M.R.E.D.

• Coursework in project management and construction, market analysis, approval process, real estate law, community design and site planning, multi-family and single-family residential, office and industrial, retail and timeshare/vacation resort/hotel development

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1995-1999
B.S.E.; Finance and Accounting

EXPERIENCE

BARKER PACIFIC GROUP INCORPORATED
Los Angeles, CA · 2009-Present
Senior Acquisitions Associate

• Perform property and portfolio valuations for distressed real estate equity and debt acquisitions and joint venture partnerships
• Executed transactions include acquisition of 600,000 SF trophy asset via joint venture to foreclose defaulted mezzanine loan, recapitalize leasing costs, and restructure first mortgage
• Assisted with the negotiation and structuring of equity and debt term sheets, including return and waterfall analyses
• Underwrote various product types, such as office, multifamily, retail, telecom and land

YOUNAN PROPERTIES INCORPORATED
Los Angeles, CA · 2005-2008
Acquisitions Associate

• Executed all aspects of investment process, including acquisition, asset and portfolio management, in national markets for a $2.0 B value-add commercial real estate investment firm
• Performed all analytical and transactional duties, such as prospective evaluation, market research, underwriting, due diligence, financing, structuring, negotiating and closing, for over $1.3 B in transactions, including 17 single asset and portfolio acquisitions, 6 dispositions, and 5 recapitalizations
• Managed operations, leasing activities, capital improvement, service contract negotiations and site inspections for over 500,000 SF of commercial real estate
• Prepared operating budget and financial reports to track performance of investments

CISCO SYSTEMS INCORPORATED
San Jose, CA · 2002-2004
Corporate Finance Analyst

• Budgeted, forecasted and analyzed expense variances, including headcount, capital expenditures and marketing, to predict spending patterns and highlight key issues for senior management
• Created and maintained Company financial models, including revenue, profit & loss, balance sheet and cash flow, on a monthly/quarterly basis for long-term planning purposes
• Prepared SEC filings for the audit committee and presentations for the board of directors
• Implemented enterprise financial budgeting and reporting software Hyperion Planning

COWEN AND COMPANY, LLC
San Francisco, CA · 2000-2001
Investment Banking Analyst

• Raised over $500 MM from a convertible notes offering, follow-on offering and initial public offering
• Performed financial analysis including comparable company, discounted cash flow, accretion/dilution, financial modeling and EPS analysis for public and private equity, acquisition and high yield transactions
• Participated in business development and organizational meetings, due diligence sessions, and prospectus and roadshow drafting
• Created internal investment screening memos for senior management and sales memos for sales force

BANC OF AMERICA SECURITIES, LLC
San Francisco, CA · 1999-2000
Real Estate Middle Market Investment Banking Analyst

• Responsible for determining appropriate debt and equity structure for clients
• Valued property transactions by building cash flow models and utilizing proprietary and industry models
• Interned in Dallas office in summer of 1998

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

• Computer skills include Argus, Yardi, Hyperion, Oracle, Bloomberg, Disclosure, Equidesk, FactSet, First Call • Language skills include knowledge of Chinese (Mandarin and Cantonese)

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1996 - 1998
Master of Business Administration; Finance and Real Estate

RENSSELAER POLYTECHNIC INSTITUTE
Troy, NY · 1985 - 1990
Bachelor of Architecture and Bachelor of Science in Building Sciences; Architecture

EXPERIENCE

CIBC WORLD MARKETS
New York, NY · 2002 - Present
Executive Director

• Senior transaction manager within real estate finance group responsible for closing and managing construction and bridge loans secured by all of the primary property types for several of the groups major clients. Closed $2.3 billion of loans to date.
• Worked closely with senior originators and clients on evaluating and, when appropriate, winning new loan opportunities.
• Performed all aspects of the due-diligence and underwriting for loans including analyzing property level data and guarantor financial statements, and reviewing and approving appraisals, property condition assessments and environmental reports.
• Prepared final underwriting and credit approval memoranda and presented loans to the real estate finance groups credit committee and the banks separate risk management group as part of internal credit approval process.
• Managed all aspects of the structuring, legal documentation and closing of approved loans with clients, co-lenders (for a combination of syndicated loans and loans with subordinate debt), internal deal team and outside legal counsel.
• Monitored closed loans (including analyzing, structuring and closing loan restructurings, modifications and extensions) during hold period and managed loan exit, which was typically through permanent loans from CIBC that were securitized.

NOMURA ASSET CAPITAL CORPORATION
New York, NY · 1998 - 2002
Vice President

• Member of real estate finance group initially involved with new business initiatives and later involved with workout process.
• Underwrote $300 million of construction loans for projects including two hotels and two office buildings and prepared $2.1 billion pool of various real estate assets for sale to fund spin-off of company by its original senior management.
• Assisted incoming senior management for workout process with initial evaluation of companys overall portfolio of real estate assets, managed $520 million pool of real estate assets supported by broad range of property types, and coordinated analyses and negotiations resulting in $240 million of dispositions and $190 million of restructurings.

CITICORP REAL ESTATE
New York, NY · 1997
Associate (Summer Internship while at Wharton)

• Conducted analyses related to the disposition and restructuring of loans and real estate owned within banks workout portfolio.

INSPECTION & VALUATION INTERNATIONAL (IVI)
White Plains, NY · 1995 - 1996
Project Manager

• Performed property condition assessments for real estate lenders and investors for properties throughout the United States.

ARCHITECTURAL WORK EXPERIENCE
New York, NY · 1990 - 1995
Project Manager

• DAVID ELLIOTT LEIBOWITZ, ARCHITECT - 1994 - 1995 - Member of team that designed and oversaw the redevelopment of various New York City airports and correctional facilities.
• PAUL RUDOLPH, ARCHITECT - 1991 - 1994 - Managed the redevelopment of two Manhattan buildings and coordinated various international architectural design projects.
• KAEYER, PARKER & GARMENT, ARCHITECTS - 1990 - 1991 - Member of team that designed and oversaw the construction of a number of educational projects throughout New York State.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development
• Investment Banking
• Real Estate Law

Registered Architect and Licensed Real Estate Broker in New York State, Passed Series 7 and 63 Exams. Proficient in Excel, Word, Powerpoint, Argus and CAD computer programs.

FUNCTION

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Design
• Development

FUNCTION

ACQUISITIONS

• Financial Modeling
• Analysis
• Preparation of Investment Briefs
• Due Diligence

MARKET RESEARCH

• Market Comps
• Tenant Interviews
• Market Rents

ASSET MANAGEMENT

• Review of Budgets
• Best Practices
• Valuations

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002 to 2006
Bachelors of Science in Economics; Real Estate and Marketing

• Real Estate Investment
• Real Estate Law
• Marketing Research
• Corporate Finance

EXPERIENCE

HEITMAN
Chicago, IL · 2006 to 2009
Acquisitions Associate

• Created and maintained financial models for one-off acquisitions and programmatic joint ventures.
• Drafted term sheets to assist with negotiating and structuring of joint ventures.
• Responsible for coordination and timely completion of due diligence, including market and property tours, physical and environmental consultants, lease review, CAM pool calculations, next buyer analyses, and insurance quotes..
• Closed more than $400 million in deals that ranged in size from $15 million to $120 million.

ENTERPRISE HEIGHTS
Philadelphia, PA · 2005 to 2006
Analyst

• Performed in-depth real estate market analysis using advanced statistical and geographical tools.
• Conducted financial analysis of real estate projects and business ventures.
• Cited commercial development opportunities in several areas of West Philadelphia.
• Created investment presentations and packages for potential financing sources.

MARCUS & MILLICHAP
Philadelphia, PA · Summer 2005
Intern

• Provided assistance to brokers in preparation for proposals and closings.
• Developed master property database through vendor searches and review of trade publications.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking