Expert Details
Portfolio Management, Relationship Management, and Senior Leadership
ID: 739647
, USA
He is highly knowledgeable in working with others, building teams, driving returns for investors, and helping others grow. He has extensive experience across accommodation, commercial, logistics, data centers and other areas -- across both the UK and parts of Europe and in the United States. He possesses particular experience in Germany.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2016 | Degree: M.Sc | Subject: Real Estate Finance | Institution: University of Westminster |
| Year: 2008 | Degree: BA w/ Honors | Subject: International Business Administration with French, Macro and Microeconomics; Business Management and Assets | Institution: AUP Paris |
| Year: 2004 | Degree: BA (Modules) | Subject: German and Spanish | Institution: University of Manchester (2002-4); transferred credit to Paris |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2023 to Present | Employer: Undisclosed | Title: Commercial Real Estate Team | Department: |
Responsibilities:Expert is currently Senior Portfolio Manager, and Relationship Manager, at this London real estate group. His responsibilities consist of Private Credit Portfolio Management, where he works exclusively to service one of the largest U.S. PE real estate businesses. He is also responsible for day-today portfolio management of a large NPL CRE portfolio across the UK.Expert has successfully achieved team coordination and leadership to progress our business plan, BAU, reporting, and driving value through execution/ The group is 60% owned by KKR and has approximately $60 billion AUM. |
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| Years | Employer | Title | Department |
| Years: 2020 to Present | Employer: Undisclosed | Title: Freelance Consultant | Department: |
Responsibilities:For several years, Expert has consulted independently in Private Markets, Private Equity Real Estate, and PropTech. Specifically, he assists institutional as well as private clients improve, optimize, and expedite their real estate asset allocation, acquisition, asset management, operations and disposal processes.His clients span Europe and include residential, logistics, senior living, PBSA, office, retail and hotel. |
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| Years | Employer | Title | Department |
| Years: 2018 to 2020 | Employer: Round Hill Capital | Title: Vice President | Department: Pan-European Multi-Portfolio Management |
Responsibilities:Expert was responsible for multi-jurisdictional team coordination, including modern portfolio theory on large-scale, mixed-use portfolios across Germany, the U.S., and Europe. Firms collaborated closely with the advisory's in-house PropTech venture capital (VC) division.During this time, Expert assessed debt and equity toolkit components on deals including residential, PBSA, logistics, industrial, commercial, and senior living. He was also responsible for Asset Management and leadership of multiple teams across Europe and U.S.; business plan execution across European businesses on large scale institutional JV deals (both acquisitions and disposals); and regular team and investor meetings in London, Germany and Luxembourg. Expert was also responsible for site optimization analysis, and he prepared and led weekly JV investor status calls. He handled budget reviews and conducted detailed analysis on performance-vs.-market indicators and the macro environment. He also coordinated reports; identified and coordinated refinancing solutions and negotiations with JV partners and lenders; and drafted presentations and strategic analysis for investor meetings. During this time, Expert was elected member of RHC’s; ESG, Tech, Social and Charity committees. |
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| Years | Employer | Title | Department |
| Years: 2012 to 2018 | Employer: (Self-Titled) | Title: Director | Department: |
Responsibilities:Under his name, Expert spent six years Directing this Prime London residential property sourcing, investment and development group. He was responsible for the search, appraisal, acquisition, and development for sale and/or rental of high-end residential propertiesHe handled the following: Sourcing of finance and deal structuring, including bridge financing, senior and mezzanine financing, and refinancing and equity splits. Project Management, including budgeting, scheduling and coordinating between architects, contractors, managing agents, freeholders, councils, and other groups. Business Development. Regular speaking at property industry networking events. Consultancy work for both small private developers and larger international institutions. |
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| Years | Employer | Title | Department |
| Years: 2010 to 2012 | Employer: The Welbeck Group, London | Title: Financial Advisor | Department: |
Responsibilities:Expert focused on tax efficiency for private clients. He conducted:Analysis of tax efficient property investment vehicles and structures. Regular research and financial review. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2010 | Employer: Gibson Business Infrastructures, London | Title: Real Estate Research Analyst and Relationship Manager | Department: |
Responsibilities:Expert conducted the following:Analysis of corporations, their financial strengths/weaknesses and future forecasting. Due diligence on various firms and investors, including the construction of a REIT's, PE and VC database. Project delivery and execution on behalf of clients and referrals of UHNW networks. |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Excel Modeling Certificates Investment and Financial Modeling Development and Financial Modeling Debt Structures and Financial Modeling |
Language Skills
| Language | Proficiency |
|---|---|
| German | Fluent (Business) |
| French | Intermediate |
| Spanish | Intermediate |