Experience

South 40 Capital

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Director

  • Apr 2008 - Present

  Real Estate placement and capital raising services with a focus on large scale projects and focused strategies across Europe with strategic partnerships in US and Asia. Real Estate placement and capital raising services with a focus on large scale projects and focused strategies across Europe with strategic partnerships in US and Asia.



Allenbridge Investment Solutions LLP

• Global Real Estate - Senior Adviser (Consultant)

  • May 2011 - Mar 2020

  Provide real estate market and real estate fund advice. Undertake fund procurement exercises for pension funds investing in foreign and domestic real estate in listed and unlisted markets. Allenbridge provides independent investment advice to Local Government Pension Schemes, trustees of corporate pension schemes, employers and charities. More information is available at www.allenbridge.com. Provide real estate market and real estate fund advice. Undertake fund procurement exercises for pension funds investing in foreign and domestic real estate in listed and unlisted markets. Allenbridge provides independent investment advice to Local Government Pension Schemes, trustees of corporate pension schemes, employers and charities. More information is available at www.allenbridge.com.



Canaccord Genuity Wealth Management (UK and Europe)

• Head of Real Estate (Consultant)

  • Oct 2008 - Sep 2017

  Provide research for real estate fund of funds and private accounts covering listed and unlisted global real estate funds with a focus on liquid REITs and REOCs as well and open-ended, NAV-tied funds. Chairman of the Real Estate Committee. Provide research for real estate fund of funds and private accounts covering listed and unlisted global real estate funds with a focus on liquid REITs and REOCs as well and open-ended, NAV-tied funds. Chairman of the Real Estate Committee.



Dawnay Day

• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Oct 2006 - Apr 2008

  Senior Analyst - Dawnay Day PanTerra. Underwrite retail, hotels, leisure investments, developments and selected residential across Europe. Focus on direct property and funding. Additionally responsible for fund reporting. Senior Analyst - Dawnay Day PanTerra. Underwrite retail, hotels, leisure investments, developments and selected residential across Europe. Focus on direct property and funding. Additionally responsible for fund reporting.



Patron Capital

• Real Estate
• 1 - 100 Employee

• Asset Manager/Associate

  • Dec 2005 - Oct 2006

  Responsible for asset managing a circa €4bn pan-European real estate private equity portfolio. Responsible for asset managing a circa €4bn pan-European real estate private equity portfolio.



Simile Ltd.

• Congo, The Democratic Republic of the
• Advertising Services

• Managing Consultant

  • Mar 2001 - Nov 2005

  Institutional Real Estate Investment Management •Analysing, tracking and recommending investment strategies for two major institutional commercial property portfolios worth over £450 million. •Undertaking benchmark and risk adjusted attribution analysis for full consideration of sector, region and timing on returns. •Participating in portfolio expenditure and performance reporting to IPD. Real Estate Investment Analysis and Modelling •Valuing assets for Fidelity Real Estate Company and Pembroke from fundamental analysis of macro and micro trends in employment, population, GDP, RPI, sentiment indicators, comparable investment and absorption paces, amenities, proximities to positive and negative attributes, buyer and seller demographics. •Working closely with underwriting team to ensure research and assumptions are priced into cash flow models. •Sourcing and analysing on-market and off-market UK property for Cushman & Wakefield Healey & Baker funds. Exceptional Written and Oral Presentation •Coordinating workshops, writing proposals, preparing business plans, delivering regular presentations and updates at board level. •Presenting results at Jones Lang LaSalle’s global directors’ conference. •Delivered Jones Lang LaSalle’s Capital Markets Exchange, an integrated buy-side, sell-side, finance, insurance and research platform achieving cost savings of £3 million and transacting over £600 million in its first year.



Jones Lang LaSalle

• 1 - 100 Employee

• Senior Researcher

  • Mar 2000 - Feb 2001

  Conducted sale-leaseback analysis of FTSE 350 companies for Jones Lang LaSalle’s serviced office clients. Tracked real estate trends using data from Jones Lang LaSalle, Focus, EGi, Halifax, Nationwide, Land Registry, ONS and BOE. Tracked Jones Lang LaSalle market share with internal, Focus and EGi data. Conducted sale-leaseback analysis of FTSE 350 companies for Jones Lang LaSalle’s serviced office clients. Tracked real estate trends using data from Jones Lang LaSalle, Focus, EGi, Halifax, Nationwide, Land Registry, ONS and BOE. Tracked Jones Lang LaSalle market share with internal, Focus and EGi data.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Defined Benefits Representative

  • Oct 1997 - Sep 1998

  •Teaching a range of complex financial regulations, projecting pension payout options, explaining calculations and helping participants understand retirement plan. •Serviced over 10 defined contribution and defined benefit plans across 50 States. Required successfully passing the NASD Series 6 and 63 licensing tests. •Teaching a range of complex financial regulations, projecting pension payout options, explaining calculations and helping participants understand retirement plan. •Serviced over 10 defined contribution and defined benefit plans across 50 States. Required successfully passing the NASD Series 6 and 63 licensing tests.