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