Alumni Resume Book

2142748288 (phone)
federico.munoz.wg11@wharton.upenn.edu
Dallas, TX
United States

Analysis

* Analyzed numerous projects across different asset classes
* Developed models from scratch for non-traditional assets (e.g. mining, medical school, health care)
* Performed market research for traditional assets where market information is readily available (e.g. office, multifamily) and also for those where it is not (e.g. medical school, mining)
* Developed complex statistical models to support investment strategy and to compare assets

Business Development

* Fundraised the majority of two real estate private equity funds
* Developed relationships with developers and project owners
* Developed and managed private-public partnerships
* Built relationships between investment funds and executives of top pension funds

Value Add

The Wharton School - University of Pennsylvania
Philadelphia, PA · 2009-2011
MBA · Finance and Entrepreneurial Management

* Director of Business Development, Wharton Hispanic American MBA Association
* Robert Toigo Foundation Fellow (annual award to top 50 minority individuals committed to careers in finance)
* Joseph Wharton Fellowship Award for “academic and professional accomplishments”

Southern Methodist University
Dallas, TX · 2000-2003
BS · Electrical Engineering

Civitas Capital Management
Dallas, TX · 2013-2015
Sr. Associate - Underwriting & Business Development

* Sourced, analyzed, and executed equity and debt investments in multi-family, office, and opportunistic assets
* Led or significantly supported the execution of ~$120M in investments and assisted in the execution of $140M more
* Evaluated both project and sponsor, developed marketing materials, and negotiated terms and legal documents
* Developed niche in valuing opportunistic assets, including assets where real estate is not the company’s primary business (e.g. medical school and mining project, two of the most profitable deals for Civitas)
* Successfully sourced and executed substantial portion of institutional investment in two funds
* Initiated and grew partnerships in TX and NM with city Mayors and heads of economic development departments
* Led integration of two internal acquisitions (standardizing business practices and promoting universal corporate culture)

Lombardia Capital Partners
Pasadena, CA · 2011 - 2013
Associate

* Co-lead Lombardia’s Investment Advisory Group. Oversaw portfolio of banks on behalf of the U.S. Treasury
* Advised on the successful sale of two banks, and the sale of preferred shares and warrants of several banks
* Improved work quality, timeliness, and accuracy, resulting in client promoting Lombardia into higher compensation bracket
* Valued the banks via projections, DCF models, capitalization tests, loan burn-down analysis, and management interviews
* Conducted in-depth analysis of bank’s specific loans, real estate, credit, liquidity, and capital adequacy
* Created a financial projection model to determine the short and mid-term health of each bank
* Developed a formula, via statistical regression modeling, to predict market value of government’s investment on each bank
* Co-developed a standardized bank scoring system to evaluate the heath of a bank relative to its peers

Valencia Capital Management
Dallas, TX · 2007 - 2009
Acquisition and Asset Management Analyst

* Lead analyst in the reposition of several deteriorated multi-family properties into a mixed-use master development
* Evaluated over 100 commercial properties, utilizing Excel and Argus. Recommended the acquisition of 15 properties, primarily office class. Valencia pursued 6 of these opportunities

New America Alliance
Dallas, TX · 2006 - 2007
Pension Fund Associate

* Led networking efforts resulting in investments of over $1B by NY, IL, and CA pension funds into emerging manager funds, as well as the appointment of minority individuals into their boards
* Developed and managed partnerships with elected officials, investment consultants, and pension fund executives to promote emerging manager inclusion in public and private funds, at the general partner level

Cbeyond
Dallas, TX · 2004 - 2006
Sr. Team Leader - Sales

* Ranked top 5% among sales representatives; trained over 30 reps and closed over 100 deals for reps under my supervision

Languages: English, Spanish, Portuguese