Alumni Resume Book
Thomas Minkowicz · MBA · Masters '17
Corporate Contact Information
+1 (917) 335-5019 (phone)
minkowicz@gmail.com
Los Angeles, CA 90045
United States
Education
The Wharton School, University of Pennsylvania
Philadelphia, PA · 2012-2014
MBA · Finance and Real Estate
- Coursework:
- Real Estate: Investment, Development, Law, Entrepreneurship, International, Urban Fiscal Policy
- Finance/Quantitative: PE/VC Finance, Managing Fixed Income Portfolios, Macroeconomics, Microeconomics, Statistics
- Management: Strategy Execution, Managing Turnarounds, Entrepreneurial Management, Managing the Established Enterprise
- Marketing: Brand Management, Strategic Marketing, Marketing Management
- Communication: Management Communication, Advanced Persuasive Speaking, Negotiations, Teamwork & Leadership
- International: Selected to participate in the Wharton-INSEAD International Exchange Program in Singapore
- Scholarship: Awarded the Wharton Zbigniew Raciszewski Fellowship for academic and professional accomplishments
- GMAT: 730 (96th percentile)
CFA Institute
Global · 2012
Chartered Financial Analyst
- An intensive independent study program (750 hours) covering Ethics, Statistics, Economics, Corporate Finance, Financial Reporting and Analysis, Security Analysis, and Portfolio Management
Lubin School of Business, Pace University
New York, NY · 1997-2001
BBA · Finance
- Coursework: Principles of Investment, Advanced Financial Analysis, Portfolio Theory & Management, Quantitative Analysis & Forecasting, Business Strategy, Financial Management
- Scholarship: Pace University President’s Scholarship for academic and extracurricular achievement
- Graduated Magna Cum Laude; 4.0 Finance GPA
Experience
MILL CREEK (TRAMMELL CROW SPIN-OFF)
Los Angeles, CA · 2014-Present
Associate — Acquisitions & Development
- Integral member of the Southern California division charged with building out Mill Creek’s platform in the Los Angeles metro area. Participate in all aspects of transactions including sourcing, underwriting, financing, contracts, and entitlements
- Perform rigorous investment analysis including market research, underwriting budget/income/expenses, cash flow modeling, as well as investment memo writing and presenting
- Selected Transaction: Class A Multifamily Ground-Up Development [Hollywood Submarket] – integral member of sourcing, underwriting, financing, and due diligence team for $150.0 million project in Hollywood currently under contract and in due diligence
HINES
Chicago, IL · Summer 2013
Associate — Acquisitions & Development
- Performed rigorous investment analysis including market research, underwriting, cash flow modeling, as well as investment memo writing
- Conducted deep-dive research project on submarket of Chicago and formulated an investment thesis including target sites and risk-mitigating acquisition strategies; Presented to senior management, who are proceeding on the basis of my recommendation
- Selected Transaction: Class A Office Disposition/Monetization [Fortune 500 Company HQ] – researched disposition strategies and advised C-level executives on trade-offs of available disposition strategies, including MBS debt, Credit Tenant Leaseback, and Outright Sale
JANUS CAPITAL GROUP
Denver, CO · 2008-2011
Analyst — Equity Investment Team
- Underwrote (deep-dive research and diligence) and modeled (income statement, balance sheet, cash flow statement, discounted cash flow scenarios) indirect real estate investment opportunities
- Persuaded Portfolio Managers to allocate over $200 million into recommended stocks and bonds; Recommended investments contributed over $50 million in gains across the Janus funds
- Selected Transaction: Class A Health Care Office Corporate Debt Purchase [Alexandria Real Estate Equities, NYSE: ARE] – performed bottoms-up analysis, cash flow modeling, debt maturity and refinancing analysis, and interviews with C-level managers, key capital providers, and industry experts to formulate high risk-adjusted return investment for the Global Real Estate and Global Life Sciences funds
LEHMAN BROTHERS
New York, NY · 2004-2008
Analyst — Mortgage-Backed Securitization Team
- Headed collateral analytics on complex, large volume MBS transactions
- Initiated and implemented revamp of loan bid process, collaborated with senior traders and bankers, and rebuilt the collateral analytics procedure. Resulted in 50% reduction of transaction time and contributed to increased company efficiency
- Selected Transaction: Mortgage Loan Pool Acquisition [CIT $11.0 Billion] – managed two junior analysts during one of the largest Subprime MBS transactions in Lehman Brothers history
Professional Specialties
Regions of Interest
- California
- California, West Coast
- California, West Coast: Los Angeles Metropolitan Area
- California, West Coast: San Francisco Metropolitan Area
- Europe
- Mid-Atlantic USA
- Mid-Atlantic USA: Baltimore Metropolitan Area
- Mid-Atlantic USA: Washington Metropolitan Area
- Northeast USA
- Northeast USA: Boston Metropolitan Area
- Northeast USA: New York Metropolitan Area
- Northeast USA: Philadelphia Metropolitan Area
- Southeast USA
- West Coast USA
Other Information
EXPERIENCED INVESTOR: Experienced investing across the capital structure and risk spectrum at both the corporate and asset level /// STRONG COMMUNICATOR: Professor-nominated and awarded Wharton's Omnicom Fellowship in public speaking; English minor as undergraduate /// COMMUNITY LEADER: Former VP of Wharton Real Estate Club, member of ULI, Wharton Club of Southern California, and CFA Society of LA /// TECHNICAL SKILLS: Excel, PowerPoint, Bloomberg, S&P Capital IQ, FactSet, Argus /// INTERESTS: Personal investing, skiing (former ski instructor for Vail Resorts), running (completed two marathons)
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