The University of Kansas

CIMBA

University of Arizona

Host ATLalts podcast, advise investment sponsors and emerging technology companies, starting an SPV syndicate

Atlanta, Georgia, United States

ATLalts is a podcast for those interested in learning about alternative investments, alternative asset classes, and the fast growing and dynamic private markets. I interview founders, CEOs, investors, asset owners, and industry practitioners and get the story behind the numbers. You can listen to episodes on your favorite podcast platform or on our website at <a href="http://www.ATLalts.com">www.ATLalts.com</a>

Endurance Strategies, LLC

Podcast Host of ATLalts, an Endurance Strategies media production

We finance cash flows from short term rentals, rental arbitrage, multifamily, single family residential rentals, income streams from real property.

We offer investors the opportunity to buy a share of a diversified portfolio of rental cash flows, spread across multiple asset classes and locations and underwritten by our team of real estate professionals.

Nectar

Strategy Consultant to FinTech/PropTech

Domos is a leading developer with over 30 years of cumulative multifamily experience. Domos is active in several markets including Georgia and California. Domos strategically acquires and transforms well located real estate to achieve meaningful investor returns while elevating underserved communities and expanding the universe of affordable housing. Leveraging established industry relationships, our professionals identify attractive acquisition targets and redevelop them in an efficient and fiscally responsible manner. We select only those assets that meet our rigorous criteria for growth. Then, our company executes these plans following a time tested method that reduces costs, enhances amenities, and maximizes value for investors.

Our purpose is to create meaningful social impact through community centered attainable housing. That means we don’t just build a business for the sake of financial gain. We also make sure our business creates a positive ripple effect. This desire to do well and do good is central to the philosophy of our business. It’s this philosophy that allows us to uniquely balance financial profit and brand purpose while achieving our mission of creating communities that profit everyone. We believe that we can only improve the lives of those we serve if we’re financially AND socially profitable

DOMOS Coliving

Capital Markets Advisor

- Raised ~$500K of capital from RIA for SPV to acquire and rehab a self-storage asset
-  Identified and performed due diligence on emerging manager investments (funds, co-investments, direct deals) which led to formation of SPV platform including direct lending, impact investments, commercial real estate, and private equity deals.
-  Altera product lead on new distressed real estate offering, serving as internal subject matter expert on product, marketing, sales, investment and other factors
-  Create and execute distribution expansion plans for extending private markets product access to new sales channels
-  Implemented AltVia CRM for investment team and investment committee to improve investment opportunity pipeline management, due diligence processes, data and document management, and GP/sponsor engagement

Altera is an alternative asset advisor that creates bespoke strategies, custom access vehicles, and impact investments which target UHNWIs, Single and Multi-Family Offices, Independent RIAs, Broker/Dealers, and Wealth Management platforms. As a specialist in real assets, distressed real estate debt and credit, tactical private equity opportunities, and impact investments, I proposed and developed new private markets investment products, underwrote potential investment offerings, and helped market, sell, and distribute existing funds and strategies.

Altera Investments

Principal, Managing Director, Member of the Investment Committee

- Raised $11 million via financial advisors for CPFV between Q4'18 - Q2'20
-  Raised $35+ million from Aventicum Real Estate, part of Aventicum Capital Management, an alternative investment joint venture between Credit Suisse and the Qatar Investment Authority.
-  Signed selling agreements with 10 Broker-Dealer & RIA platforms to distribute CPFV
-  Developed and launched CPFV, a $20 million special situations/distressed real estate closed-end private fund targeting NPLs, distressed/sub-performing CRE mortgages and complex CRE credit.

Dynamic business development, investor relations, product development, and operational role at integrated real estate investment and alternative asset management company founded in 2010.
Hired initially in March 2016 and became Partner in 2018. Additional responsibilities included:
-  Establishing marketing pipelines/partnerships and investor servicing procedures.
-  Creating all collateral materials (pitch books, fact sheets, due diligence questionnaires)
-  Periodic reporting on all commingled funds to fund investors
-  Proposed and developed new private equity real estate fund launch including market demand analysis, competitive analysis, internal capabilities assessment, profitability analysis, vendor selection, product strategic assessment, internal approvals processes, marketing, communications, sales, fulfillment, and client service.

Cygnus Capital Real Estate Advisors

Partner, Shareholder, Member of the Investment Committee

Maintained accountability for helping create and execute overall distribution plan to raise assets that included originating marketing presentation/collateral materials, sourcing/building and maintaining relationships with investors (fund of funds/family offices/ OCIOs, foundations and emerging manager platforms, et al) for this long/short equity value oriented investment manager.

-  Fostered pipeline of 200+ qualified institutional prospects and increased firm’s visibility in target markets.
-  Spearheaded development for energy infrastructure ETF and passively managed related index.
-  Enhanced company branding/value proposition/content transparency and firm visibility among institutional investors having designed new marketing presentation/fact sheet distributed to stakeholders and updated client data bases.
-  Represented firm at global investment conferences and capital introductions events

Whetstone Capital Advisors

Senior Managing Director, Business Development, Member of the Executive Committee

Ascendant Capital is an alternative investment boutique firm who sources leading real estate, private equity, and hedge funds that are frequently unavailable to investors. Once these funds are identified, Ascendant Capital develops innovative and value-added fund offerings that are appropriate for a broad range of qualified investors. Offerings are supported by a full suite of educational, marketing, sales and operational services and are distributed through Private Banks, International Markets, Family Offices, Registered Investment Advisors, and U.S. Brokerage Firms.

Tasked with simultaneous/diverse roles at rapidly growing global placement agent/private equity sponsor that included raising capital/assisting in structuring new products and marketing initiatives/rebranding firm and content for RIA and Family Office channels/on-site operational due diligence. Worked with internal/external wholesalers to procure accounts/expand relationships.

-  Designated Operations Lead for offshore team and successfully launched new automotive income fund (offshore exempted company) to international market that raised $5+ million in capital within first 30 days.
-  Piloted preparation of Operational Risk Assessment (ORA), which received above-average scores, passed all metrics, and was projected to support the procurement of approximately $500 million in new capital flows over the ensuing years.

Ascendant Capital, LLC.

Director of Advisory Services

Founded to provide dynamic and cost-efficient outsourced sales and marketing, business operations, product development, fund administration, and mutual fund series trust services on retained/project basis to institutional investment managers within alternative investment space.

-  Coordinated launch process for two mutual funds (2013) and developed infrastructure for additional fund launches in role of President of Endurance Fund Services LLC and Fund Administrator.
-  Created, hosted and presented at inaugural Endurance Strategies Southeast Investment Summit in Atlanta with 80+ attendees.
-  Guest Speaker/Panelist – PartnerConnect East and PartnerConnect Midwest (2014), Arthur Bell CPAs Alternative Investment Industry Update (2014) and Alternative Asset Summit (2013).

Quoted in Books, Articles, Newsletters:

-  Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives
Author Bailey McCann

Endurance Stategies, LLC

Principal

I was formerly the President of the Atlanta Chapter of ALPFA (formerly the Association of Latino Professionals in Financial and Accounting and proud successor of the American Association of Hispanic Certified Public Accountants). In my role as President I was responsible for leading the growth, development and strategic direction of the Atlanta Chapter - which, upon completion of my term increased from approximately 200 members to over 400 members. In addition to doubling our chapter membership our team of committed volunteer board members delivered executive leadership programs, launched multiple student ALPFA chapters in Georgia, identified new corporate sponsorships and created alliances with other Atlanta non-profits and professional membership organizations. Additionally, as President it was my primary responsibility to champion the ALPFA brand in the Atlanta marketplace, interface with our regional and national ALPFA staff, recruit and develop new professional board members and conceive, launch and develop an Atlanta Chapter Corporate Advisory Board.

ALPFA

Volunteer Position - President, Atlanta Chapter

Partnered with team members to support commercial/industrial relationship coverage across all designated geographies that entailed pitch preparation and presentation/deal marketing/origination/structuring/pricing/financial and analytical modeling/ market data management and analysis/securing internal credit and market risk approvals, plus syndication sales/distribution.

-  Headed-up $600 million capital raise via marketing one of the largest multi-bank credit facility in Bank’s history.
-  Aided in generating an averaged 86% of group’s syndication fees (2007/2008), 41% of group’s capital markets transaction fees having closed 5 transactions ($235+ million), $1.3 million in fees via executing $843 million in capital raising mandates for four healthcare clients, and $2.8 billion in lead-arranged/joint-lead debt financing.

Regions Bank

Vice President, Capital Markets

As the Vice President of Networking for the Atlanta INROADS Alumni Association my responsibilities included (i) planning and coordinating quarterly networking events, (ii) seeking and coordinating other networking opportunities and events, and (iii) promoting networking opportunities and events to Atlanta INROADS Alumni.

INROADS, Inc.

Board of Directors Volunteer, Atlanta Alumni Association

I supported senior originators and relationship managers in the evaluation, structuring, credit approval, marketing, and closing of syndicated loan transactions.

Associate, Capital Markets

Provided broad range support to a team responsible for originating, structuring underwriting, and distributing syndicated loans for SunTrust Bank’s Corporate & Investment Banking (CIB) clients across the US. Involved with a variety of projects exposing me to various aspects of loan distribution, loan underwriting, credit analysis, and portfolio management. Worked with a number of senior individuals internally to support a wide range of clients across industries. Developed my capital markets skills through on-the-job training, mentoring, and formal classroom training sessions offered through the CIB Analyst Program.
-  Successfully completed 2006 Corporate & Investment Banking Analyst seven-week training program
-  Classroom instruction consisted of an introduction to capital markets, products and services, accounting, corporate finance, systems and financial modeling training designed to prepare junior bankers to join the lines of business
-  Played a key role in the preparation of client proposals and pitch documents by preparing bank market update slides, market pricing comps and syndication strategy slides amongst others as assigned by more senior bankers
-  Produced cash flow models, information memorandums, underwriting memorandums, comparable transaction analysis, and lender presentations to support originations, structuring, and syndication of multi-bank credit facilities
-  Participated in $1.4 billion in lead arranged transactions generating syndication arranger fees of $1.5 million.
-  Supported originators and loan sales in increasing SunTrust Robinson Humphrey’s middle market syndication volume from $1.2 billion in the first half of 2006 to $1.7 billion in the first half of 2007.

SunTrust Robinson Humphrey

CIB Analyst, Syndicated and Leveraged Finance

Hired as a member of the SunTrust Debt Capital Markets/CIB Analyst Program for 2006 in December 2005. Bank contacted me in March 2006 and asked me to start working in April 2006 to provide underwriting support to the Senior Portfolio Manager.
-  Completed nine-week assignment in Energy Group with specific focus in Power & Utilities sector
-  Supported underwriting, portfolio management, and coverage bankers with underwriting and ad-hoc assignments

SunTrust

Financial Analyst

Prior to being acquired by Ryder System, Inc. (NYSE: R) in May 2008, Gator Leasing was the largest independent truck leasing company in Florida with 2,300 vehicles and 300 customers.

I was accountable for the identification, development, implementation and cross-sell of Gator Leasing products including Full Service Leasing, Rental Programs, Contract Maintenance, Fleet Management Services and Used Truck Sales.

Gator Leasing, Inc.

Lease Account Manager

Since 1985, CIMBA has provided educational opportunities to undergraduate, graduate and executive program participants in Italy. Approximately 700 students attend CIMBA programs annually.

I led the daily operations of the CIMBA undergraduate study abroad program under the direction of the Director and Associate Director while completing an Executive MBA through KU/CIMBA.

Andres Sandate