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James Forrest
President at Affiliated Financing Services, Ltd and Managing Principal of Affiliated Financing, LLC
Professional Background
James Forrest is a distinguished figure in the finance industry, currently serving as the Managing Principal at Affiliated Financing, LLC, where he leverages his extensive expertise to provide efficient financing solutions for diverse projects. Established in the realm of commercial lending, Affiliated Financing, LLC specializes in financing construction, mezzanine, and end-loans across a range of sectors including Commercial, Hospitality, Industrial, and Multifamily projects. With a commitment to innovation and tailored financial services, James and his team are dedicated to enabling clients to achieve their financing goals seamlessly.
Under James's leadership, Affiliated Financing, LLC has earned recognition for offering fast, flexible, and efficient financing solutions, using a well-capitalized lending platform that attracts family office investors. This structure empowers clients to access attractive terms and rates, making the financing process streamlined and beneficial.
Additionally, in his role at Affiliated Financing Services, Ltd., James oversees the financing of Economic Development projects involving investment-grade corporate or governmental customers. This role emphasizes his strength in structuring long-term debt for North American projects and international endeavors with substantial backing from Canadian or American entities. The multifaceted focus of his companies underscores a modern approach to financing that directly addresses the evolving needs of the market.
Education and Achievements
James's educational journey began at Westwood High School in Mesa, AZ, where foundational skills in leadership and teamwork took root. He furthered his academic prowess by earning a Bachelor of Science degree from Northern Arizona University. His educational background has played a crucial role in shaping his professional acumen, fueling his innovative strategies and understanding of complex financial landscapes.
Achievements
Throughout his career, James Forrest has cultivated a strong track record of achievements in the finance sector. Before his tenure at Affiliated Financing, he held significant roles, including Vice President at Oak Brook Bank and a Bank Officer at American National Bank and Trust of Chicago. These positions equipped James with vital insights into banking operations and financial product development, enabling him to create solutions that meet the specific needs of his clientele.
James's leadership at Affiliated Financing is characterized by a focus on strategic project financing. The company excels in financing projects such as long-term fresh water purchase agreements by governmental agencies, remediation projects involving county-owned landfills, and biofuel projects anchored by multiyear offtake agreements with credible clients. His emphasis on structured settlements in ongoing lawsuits showcases a commitment to innovative financing solutions that address unique challenges in today’s economy.
In all his endeavors, James Forrest embodies the principles of integrity, efficiency, and customer service, making him a respected leader in the finance industry. His analysis-driven approaches and his continuous pursuit of better financing mechanisms further ensure that clients receive the best possible service. James's commitment to building meaningful relationships with clients and stakeholders has positioned Affiliated Financing as a trusted partner in the financing sector.