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