Experience

• 

  Tristan Capital Partners

  • London, UK

  • Head of Portfolio & Asset Management

    • Oct 2010 - Present
    • London, UK

    - Deputy Portfolio Manager for Discretionary Real Estate Funds under management (€3 Billion of total assets)- Oversee Portfolio & Asset Management Strategies for over 2 billion square meters of real estate assets, across 9 countries and multiple asset classes.- Lead the financing and hedging strategies (interest rate and currency) at both the Fund and Investment/Asset Level. - Actively involved in new product development and the capital raising for these products. - Manage client communication, including financial reporting, Fund business Plans, Advisory Board Meetings and ad-hoc requests.

• 

  AEW Capital Management / Curzon Global Partners

  • Lao People's Democratic Republic
  • Real Estate
  • 700 & Above Employee

  • Co-Head of Funds Portfolio Management

    • Apr 1993 - Sep 2010

    - Deputy Portfolio Manager for 3 Discretionary Real Estate Funds under management (€3 Billion of total assets)- Deputy Portfolio Manager for a ''Core-Plus'' Fund which realised a triple-net IRR of 17% (vs 13% targeted return) - Oversaw Portfolio and Asset Management Strategies for over 2 billion square meters of real estate assets, across 9 countries and multiple asset classes. - Directed the finance and hedging strategies for both the fund and Asset / Investment Level- Actively involved in new product development and the capital raising for 4 discretionary Funds - Manage client communication, including financial reporting, Fund Business Plans, Advisory Board Meetings and ad-hoc requests

  • Assistant Portfolio Manager

    • Apr 1993 - Sep 2010

    - Assistant Portfolio Manager overseeing the managed disposition of €430 million separate account portfolio for large Public Pension Fund; the result significantly exceeded the original business plan and resulted in an additional separate Account Mandate.- Assistant Portfolio Manager for three additional Pension Plans with assets totalling €290 million.

  • Portfolio Controller

    • Apr 1993 - Sep 2010

    - Served as Portfolio Controller (Fund Controller) for four separate account relationships and two publicly traded real estate Funds (Vanguard)- Responsible for financial reporting, hold/sell analysis, cash management, client relations, consultant reporting /relationship. - Worked very closely with Portfolio Manager establishing Business Plan for Portfolio and maximising Fund performance.

• 

  KPMG

  • Boston, MA

  • Senior Accountant

    • Aug 1988 - Apr 1993
    • Boston, MA

    - Senior Auditor on numerous engagements in the Real Estate, Mutual Fund, Insurance, Health Care, Public Service and Manufacturing sector. - For many of the public traded real estate Funds; responsible for filing of Form 10-Ks and 10-Q's with U.S Securities and Exchange Commission.- Managed teams of up to 10 Staff during audit engagements that required the issuance of 20+ audit reports.