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, Management & Organizations, 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

• Graduated with honors (cum laude) in only 3 1/2 years

EXPERIENCE

M3 CAPITAL PARTNERS (FKA MACQUARIE CAPITAL PARTNERS)
Chicago, IL · 8/07 - 2/09
Associate, Capital Intelligence / Distribution

• Point person for 100+ institutional investor relationships including public and corporate pensions, foundations, endowments, and fund of funds.
• Established and built key investor relationships, and worked to better understand strategic investment priorities for each account - used gathered intelligence to help M3 develop new product offerings and refine areas of focus.
• Pitched targeted global real estate opportunities to institutional investor base and arranged / led meetings between investors and M3 fund manager / REOC clients.
• Marshaled investors through fund due diligence and documentation, including work on one of the largest equity placements of 2008 - a $5.2 billion global capital raise for a fund focused on investments in Asia and Europe.
• Experience with transactions across property sectors, geographies, and risk profiles.

M3 CAPITAL PARTNERS (FKA MACQUARIE CAPITAL PARTNERS)
Chicago, IL · 8/06 - 7/07
Associate, Investment Banking / Advisory

• Planned and helped manage all facets of the deal execution process including structuring, negotiation, documentation, and closing of joint ventures and multi-investor funds.
• Coordinated financial modeling activities, led property due diligence efforts, and spearheaded preparation of presentation materials for both clients and potential investors - oversight responsibility for analytical staff.
• Arranged and executed three joint venture transactions totaling $800 million on behalf of a large retail REIT client.

PRUDENTIAL MORTGAGE CAPITAL COMPANY
San Francisco, CA · 1/02 - 5/04
Associate (7/02 - 5/04), Junior Associate (1/02 - 6/02)

• Co-managed the entire loan origination process, including presentations to senior management, debt structuring, pricing strategy, client interaction, transaction negotiation, and mobilization / training of analytical staff.
• Member of one of top performing Prudential teams in the nation, successfully closing nearly $750 million in new mortgage investments, including the first Prudential 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
• Asset Management
• Development
• Investment Banking

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