Experience

PACE Equity, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Mar 2023 - Present

  Our financing can be used for new construction, retrofits, mid-construction for cost overruns, and on completed projects for working capital, equity cash out, or to pay off high-rate debt. Email: mkessler@pace-equity.com PACE-Equity is the leading Property Assessed Clean Energy (PACE) balance sheet lender of commercial real estate development projects in the U.S. PACE-Equity is a creative addition to the capital stack to boost ROI. Our financing can be used for new construction, retrofits, mid-construction for cost overruns, and on completed projects for working capital, equity cash out, or to pay off high-rate debt. Email: mkessler@pace-equity.com PACE-Equity is the leading Property Assessed Clean Energy (PACE) balance sheet lender of commercial real estate development projects in the U.S. PACE-Equity is a creative addition to the capital stack to boost ROI.



Partners Equity Capital, LLC- Commercial Real Estate Debt & Equity Lending

• Los Angeles

• Commercial Real Estate Debt & Equity Structured Finance

  • Jun 2022 - Present

  Primary focus is on commercial real estate origination, structuring, C-Pace direct balance sheet lender, marketing of debt and equity finance transactions. Expertise in arranging project debt, joint venture and preferred equity financing. Responsible for developing relationships with Institutional Capital Partners (Pension Funds, Insurance Companies, Endowments, etc.), Registered Investment Advisors, Family Offices and Ultra High Net Worth Individuals. Multi Family specialist for capital placement dealing with a wide variety of clients, lender types (life companies, debt funds, private equity, banks, agencies, etc.), and deal profiles (construction, stabilized, transitional, etc.). Show less



Kessler Global Partners

• Los Angeles, CA

• Capital Markets Debt & Equity Structured Finance

  • Dec 2016 - Present

  Focused on capital introductions, fund launches, capital raises, relationship management, Institutional and Broker Dealer sales for: Bulge Bracket Institutional Channel, Registered and non-Registered Funds, Reg D corporate seed capital, Business Development Companies (BDC), Alternative Investments (PE, Hedge, VC, FOF), UIT’s, ETF’s and CEF. Have a broad experience in Energy E&P, Real Estate and Biotechnology. 11-time Marathon Finisher. Focused on capital introductions, fund launches, capital raises, relationship management, Institutional and Broker Dealer sales for: Bulge Bracket Institutional Channel, Registered and non-Registered Funds, Reg D corporate seed capital, Business Development Companies (BDC), Alternative Investments (PE, Hedge, VC, FOF), UIT’s, ETF’s and CEF. Have a broad experience in Energy E&P, Real Estate and Biotechnology. 11-time Marathon Finisher.



DelMorgan & Co.- Investment Banking

• Los Angeles, California, United States

• Managing Director

  • Jan 2021 - Present



Four Wood Capital Partners

• New York, NY

• Founding Member, Institutional Sales & Managing Director

  • Jan 2012 - Dec 2016

  Responsible for driving channel sales for five successful IPO’s of new issue closed-end funds and related registered funds of public companies with total assets of $1.3 Billion (SMM, KIO, TSLF, HIE, EGIF). Strategic Capital Introduction Partners: Advisory Research Investment Management, KKR & CO. L.P. (KKR), Prospect Capital Corporation (NASDAQ: PSEC), THL Credit, Inc., Eagle Asset Management, Miller Howard Investments, Salient Partners, L.P., Third Avenue Management, Forester Value Funds, FWCP Student Housing Fund I, Stratum Capital Advisors LLC, Four Wood-RPM Capital HY Municipal Fund I, Spring Mountain Capital, SEMPER, Barkley Real Estate, SmartTrust Unit Investment Trusts, UCM Partners Short Duration Fund and Quantitative Managed Futures Strategy Fund. Show less



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Senior Director

  • Jun 2010 - Dec 2011

  Responsible for the RIA and Family Office Sales Intermediary Distribution Channel for the Rydex suite of financial solutions. Work with RIA Diligence Managers and CIO‘s on a daily basis. Responsible for Supporting New Product Launches, Daily Processing of Subscriptions, Redemption's, Distributions, Dividends, Capital Call commitments and Client Service. Developed new business and managed client relationships with Schwab, Fidelity, TD Ameritrade and Pershing Institutional Wealth Service teams. Was the first Los Angeles based Director for the RIA Intermediary Distribution Channel responsible for 500 relationships. Introduced seven new Liquid Alternative Mutual Funds to the Western Region, Chinese Renminbi ETF Trust and multiple Equal Weight ETF’s. Show less



Waveland Capital Partners

• Los Angeles, CA

• Institutional Sales Director, Alternative Investments

  • Sep 2009 - Jun 2010

  Head of Institutional client relationships; responsible for institutional business development as well as client relationship management. Responsible for the distribution efforts of Waveland Capital Partners suite of financial products in the Institutional Sales Channel. Key member of the leadership team responsible for supporting the sales and marketing activities within the group. Waveland Capital Group LLC is a merchant bank with core investment focus in the oil and gas exploration and production industry, predominantly via limited partnership funded through the FINRA broker-dealer community. Show less



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Sep 2003 - Mar 2009

  Managed diversified core business marketing BlackRock alternative investments- private equity, fund of funds, hedge funds, exchange funds, 130/30 funds, commodity funds and health science funds. Experience in investment sales, capital call commitments, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions in both private investments and hedge funds. Worked with portfolio managers and portfolio specialists on a daily basis marketing BlackRock investments. Marketed long-only separate accounts, open & closed end mutual funds on Merrill Lynch UMA, MFA and PIA platform. Responsible for 401K investor retirement enrollment meetings and 401K investor educational meetings, marketed Lifecycle and Target Date funds. Expanded the BlackRock Private Investor platform franchise of customized long-only, balanced and fixed income accounts. Developed sales strategies and implemented a business plan with an aggressive prospecting and calling schedule including prospect tracking, database management and reporting. Held same position at Merrill Lynch Investment Management and Mercury Investment Advisors (a division of Merrill Lynch Investment Management) prior to acquisition. Raised $1.3 Billion across all asset classes. Show less



Coast Asset Management

• Los Angeles, CA

• Vice President of Institutional Marketing, Alternative Investments

  • Apr 2002 - Feb 2003

  Responsible for marketing alternative investments franchise (fund of funds & single manager investment funds) to family offices, consultants, fund of funds, and foundations. Managed the marketing for the June 2002 launch of the Coast Convertible Arbitrage Fund, L.P., to over 75 funds of funds, family offices and consultants. Held due diligence meetings and investor group luncheons in San Francisco, Dallas and New York to funds of funds, family offices and consultants. The Alternative Investments Group was responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products & investments. Developed and maintained relationships with the capital introduction teams at Lehman Brothers, Deutsche Bank and Merrill Lynch for the Coast Convertible Arbitrage Fund launch. Organized and developed the Coast Convertible Arbitrage Fund investor presentation book. Delivered daily presentations on the Coast Diversified Fund, L.L.C., a fund of funds to, 30 consulting firms, national investment advisory accounting firms and the foundation community. Established relationships for Coast Diversified with 15 broker dealers for private label opportunities and internal distribution. Responded to monthly and quarterly RFP’s from the consultant community, prime brokers and established participation on numerous databases.Responsible for the design and future enhancements of the Coast qualified purchaser web site. Redesigned the Coast weekly performance investor e-mail distribution report. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Founding Member, Vice President Alternative Investments

  • Sep 1998 - Apr 2002

  Marketed Alternative Investments (PE FOF, Hedge) to 90 UBS offices. Established and managed the first alternative investment group for UBS/Paine Webber in the Northeast, Founding member for UBS's start-up Alternative Investment Group, reporting to the firm's Chairman and CEO. Responsible for capital call commitments, marketing eight Hedge funds, nine multi-manager funds and two PE funds through the UBS/PaineWebber broker dealer network. Made daily presentations on distressed debt, health science, biotechnology, technology and merger arbitrage funds. Ranked 1st in sales from 1998-2000, raising $900 million across 19 AI funds. Delivered AI training seminars on sales techniques, how to handle objections, dealing with attorneys and accountants, portfolio diversification and asset allocation. Positioned the division for future growth by establishing and maintaining relationships with over 2,000 financial advisors and holding frequent road shows with portfolio managers and due diligence officers. Show less



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Vice President, Investment Management

  • Aug 1993 - Jul 1998

  Managed and developed the distribution channels for Regent Investors Services a division of Alliance Capital. Made national presentations at NYSE broker dealer conferences on asset allocation, the capital markets, and the consultant sale while pursuing new business. Ongoing responsibilities included establishing “best practice” procedures for achieving company objectives. Developed new business relationships primarily through NYSE Broker Dealers, Pension Plans, Foundations, Endowments, Unions and HNW individuals. Raised $400 million over a four year period. Show less



The Berkshire Group

• Financial Services
• 1 - 100 Employee

• Senior Vice President, Investment Management

  • Feb 1986 - Sep 1990

  Marketed real estate shopping centers, apartment complexes and nursing home limited partnerships to National and Regional NYSE Broker Dealers for this diversified real estate and financial services organization. Marketed public and private real estate and healthcare limited partnerships. Made daily presentations on Krupp's investment partnerships to foundations, family offices, and HNW investors. Achieved top sales award in 1998 raising $300 million in four years. The Krupp Companies ­ Raised and invested over $3B of equity through multiple investment vehicles specializing in multifamily and retail properties. Show less



Damson Oil Corporation / Birtcher Reality Partners

• New York & CT

• Senior Vice President, Investment Management

  • Jun 1984 - Jan 1986

  Fundraising in New York & CT multiple real estate income funds and oil & gas drilling and production funds. Made daily presentations emphasizing the mechanics, goals and economic tax benefits of investing in income producing hard assets. Responsible for NYSE broker dealer sales and marketing to home office. Built deep relationships with C-suite decision makers at independent broker dealers, family offices and HNW Investors. Fundraising in New York & CT multiple real estate income funds and oil & gas drilling and production funds. Made daily presentations emphasizing the mechanics, goals and economic tax benefits of investing in income producing hard assets. Responsible for NYSE broker dealer sales and marketing to home office. Built deep relationships with C-suite decision makers at independent broker dealers, family offices and HNW Investors.



Damson Oil Corporation

• California, Oklahoma, Kansas, West Virginia and Western Pennsylvania.

• Production Manager

  • Jun 1978 - Jun 1982

  Worked as a roughneck and roustabout on multiple 4,300’ drilling and production rigs in California, Oklahoma, Kansas, West Virginia and Western Pennsylvania. Responsible for compliance with workplace safety programs (OSHA etc.) and organizing and cross-training worker teams for maximum production flexibility. Responsible for assisting with the hiring of personnel and conducting employee performance reviews. Worked with field Managers to direct, maintain, and enforce OSHA safety program for all operations; review safety records to uphold standards of maximum safety for all operators. Show less