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David Rubin
Capital markets, real estate finance, and investment banking professional.
Professional Background
David M. Rubin is a distinguished leader in the fields of real estate finance, capital markets, and investment banking, boasting an impressive career that spans several decades. He recently held the prestigious position of Senior Managing Director and Head of the Capital Markets Group at MB Financial Bank, a key player in Chicago's financial landscape. In 2011, Mr. Rubin founded the Capital Markets Group at MB Financial and significantly expanded its capabilities across various sectors including mergers and acquisitions advisory and debt syndication. His leadership also encompassed derivatives, real estate advisory and placements, as well as direct debt and equity investments that were vital to MB Financial’s balancing sheet.
During his tenure, this dynamic group played a crucial role in the bank’s financial operations until its merger with Fifth Third Bank in March 2019, whereby its elements transitioned into Fifth Third’s broader business units, signifying Mr. Rubin's impactful legacy within the organization.
Before his role at MB Financial, Mr. Rubin dedicated nearly three decades to BMO Financial Group, one of Canada’s leading financial institutions. From 1992 to 2010, he led the US real estate investment banking and finance practices, portraying exceptional expertise in leveraged lending, structured finance, and other strategic business units. Notably, during his impactful time with BMO Capital Markets, Mr. Rubin was instrumental in establishing the firm’s US Real Estate Investment Trust (REIT) practice, which centered on both equity and debt capital markets, effectively reshaping the organization’s capital raising activities.
Throughout his illustrious career, Mr. Rubin has amassed comprehensive corporate and project finance experience, engaging in an extensive range of debt and equity transactions that have amounted to several billion dollars. His professional journey has traversed through multiple economic cycles, covering a diverse array of real estate asset classes.
Education and Achievements
David Rubin possesses a rich academic background that has provided him with the foundational knowledge necessary for his successful career. He studied Master of City and Regional Planning at the prestigious Harvard University, bringing a strong analytical perspective to his work in real estate finance. Furthermore, he pursued a Master of Arts at the University of Chicago, complementing his educational foundation with varied economic theories and historical perspectives. His undergraduate studies were completed at the University of Illinois at Urbana-Champaign, where he earned a Bachelor of Arts in History and Economics.
Mr. Rubin's commitment to continuous learning and development is evident through his extensive professional qualifications. He holds several FINRA licenses including Series 7, 79, 24, and 63, which affirm his professional expertise and readiness to navigate the complex financial landscapes.
In addition, he is actively involved in several esteemed organizations. As a proud member of the Urban Land Institute, Mr. Rubin advocates for effective land use and sustainable urban development strategies, embodying the principles essential to modern urban planning. His philanthropic interests manifest in his passionate support for educational access and affordable senior housing, advocating for those in need within the community.
Achievements
David Rubin's achievements transcend numbers and financial metrics; they embody a career dedicated to the advancement of real estate finance and sustainable community development. His leadership roles at both MB Financial and BMO Financial Group underline his depth of knowledge and influence within capital markets. The establishment of the Capital Markets Group at MB Financial stands as a testament to his entrepreneurial spirit and strategic acumen, showcasing his ability to innovate and adapt to shifting market dynamics.
Additionally, Mr. Rubin's contributions to the Graaskamp Center for Real Estate at the University of Wisconsin and the Marshall Bennett Institute of Real Estate at Roosevelt University exhibit his commitment to education and mentorship, helping to guide the next generation of finance and real estate professionals. His dedication to enhancing educational access reveals a deeper understanding of the societal implications of finance, proving he's not just a leader in the boardroom but a champion for community well-being.
tags':['real estate finance','capital markets','investment banking','MB Financial Bank','BMO Financial Group','US REIT practice','graduate degrees','urban land institute','educational access','affordable senior housing'],
questions':['How did David Rubin develop his expertise in real estate finance and capital markets?','What inspired David Rubin to establish the Capital Markets Group at MB Financial Bank?','How does David Rubin leverage his education from Harvard and the University of Chicago in his professional endeavors?','What are David Rubin's insights on the future of real estate investment banking?','In what ways does David Rubin contribute to the community through his involvement in affordable senior housing initiatives?']} ]} consumerization of AI will enable advanced versions of previous tools to become widely available to the general public,
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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