Adam Walter Email & Phone Number

Kansas City, Missouri, United States

Overland Park, Kansas, United States

Overland Park, Ks

As Vice President with Lancaster Pollard, a leading investment and mortgage banking firm for the health care and senior living sectors. Lancaster Pollard serves its clients by providing financial advice and financing solutions, as well as senior living corporate M&A services.In addition to underwriting tax-exempt bond offerings, Lancaster Pollard provides organizations a complete range of funding options through its Fannie Mae / FHA / GNMA / USDA-approved mortgage lender subsidiary, corporate balance sheet, and Propero seniors housing private equity fund.In October 2020, Hunt Real Estate Capital combined with fellow ORIX Real Estate Capital brands RED Capital Group and Lancaster Pollard to form Lument.

Columbus, Ohio

Columbus, Ohio Area

Associate at Lancaster Pollard, a leading investment and mortgage banking firm that helps health care, senior living and affordable housing organizations expand and improve their services by providing financial advice and financing solutions.

Iowa City, Iowa Area

Finance with a concentration in investment management.

Iowa City, Iowa Area

The Henry Fund (www.henryfund.org) is a $3M endowed equity portfolio managed by 12 MBA students selected through a competitive application process.• Responsible for industry and company research and building robust financial models using discounted cash flow (DCF), economic profit, and relative valuation analyses• Presented buy/sell recommendations to the Fund’s Advisory Board, and worked with the Henry Fund Team to determine final portfolio selections and weightings• Analyst research page - http://tippie.uiowa.edu/henry/adam_walter.cfm

Madison, Wisconsin Area

• Buy-side analyst - covered 50+ companies in the MSCI World Consumer Discretionary Index• Presented investment ideas to the Portfolio Manager in a $1.2B fund • Led meetings with sell-side analysts to discuss current and potential portfolio holdings

Kansas City, Mo

• Developed and managed direct response marketing and lead generation campaigns. Consulted on CRM design and implementation• Consulted and oversaw creation of CRM software with over 75 users that managed data for offline marketing campaign. Optimized data management for all end users from registration to order entry, which improved efficiency and streamlined communication

North Kansas City, Mo

• Consulted healthcare professionals on company and industry best practices to ensure seamless transition from paper to electronic medical records (EMR), which decreased costs and increased patient safety• Managed the design of EMR software for 4 healthcare organizations within their Emergency Departments to automate work flow and reduce redundancies

Kansas City, Mo

• Developed lead generation campaigns and data monetization strategies• Created strategic relationships with fulfillment companies to more effectively serve customers seeking new business ventures

Kansas City, Mo

• Assisted in strategic implementation of digital and traditional marketing plans to achieve client's business objectives• Trained and consulted clients on a proprietary content management solution used in build-out of award winning custom websites

Master Of Business Administration (M.B.A.), Finance, Investment Management

Activities and Societies: Henry Fund Analyst, Graduate Financial Management Association (GFMA) Vice President, MBAA, Aspen Case.

Bachelor Of Business Administration (Bba), Finance, Entrepreneurship

Activities and Societies: Krause Fund Analyst, Financial Management Association, National Society of Collegiate Scholars (NSCS)Graduated.

Business

Activities and Societies: Men's Basketball Team