Brian Elbogen Email & Phone Number

San Francisco, CA, US

Tempe, Arizona, US

Tempe, Arizona, US

• Reported to the CEO and a member of the ExCo, I managed a ~15 person team responsible for Acquisitions, Portfolio Management, Investment Operations, Capital Markets, and Servicing at Unlock.Key Team/Company Highlights:
• Acquisitions: Went from zero to over 7,000+ Home Equity Agreements (HEA) in ~4 years with a buyback/defect rate of < 20bps
• Capital Markets: Negotiated and onboarded first flow buyers. Negotiated first levered debt facility collateralized by HEAs. Facilitated the first public HEA securitization and the first rated HEA securitization
• Servicing: Managed a $700M+ AUM portfolio including portfolio monitoring, investor reporting, and special servicing/REO.
• OpCo: Achieved positive cash flow as a Series A company

Tempe, Arizona, US

San Francisco, California, US

• As the Managing Director of Systematic, I co-headed a new asset management strategy that utilizes CircleUp's proprietary knowledge graph (Helio) to systematically source and diligence private companies in the emerging.
• Built an end-to-end rules-based investment process across company sourcing, diligence, valuation, and negotiation.
• Educated institutional investors on the rise of data-driven investing in the private markets via an 18-month fundraising process
• Received a $50MM anchor commitment from a large state pension fund (during COVID)
• Post-COVID, led the strategic review and recommendation to integrate our systematic investment capabilities into CircleUp's flagship equity fund (CircleUp Growth Partners)

San Francisco, CA, US

• Joined Unison at 10 FTEs, and during that time helped company grow to over ~150 FTEs, increase annual revenue 25x, increase enterprise value 10x, and raise over $100MM in operating capital
• Managed the following teams: Corporate Strategy, Business Operations, Analytics, Knowledge Management, and Product GMs
• Defined and drove Unison's Operating Plan, Customer Go To Market Plans, and longer-term incubation of product development, corporate development, and channel/geographic expansion.
• Led successful completion of Unison's $40MM Series B Capital Raise with multiple strategic partners (e.g. F-Prime, Citi Ventures, RBC)

San Francisco, CA, US

• Evaluated strengths and weaknesses of Unison’s previous Partner Sales strategy. Met with clients, loan officers, real estate agents, and Unison staff around the country.
• Ideated and launched a comprehensive paid referral program for participating partners; including substantial technology enhancements, marketing development, and legal analysis.
• Increased transparency by implementing individual and team quotas, daily production reporting, and updated compensation structure for improved alignment.
• Sales production increased 150% over two quarters (while also reducing sales headcount by 45% at same time).

San Francisco, CA, US

• Created Unison’s first Business Operations team. Hired high performing management consultants, startup operators, financial engineers, and data scientists to effectively scale Unison.
• Developed our first scalable CRM and Call Center Operations solutions. Interviewed, hired, and trained our first class of 6 inbound sales reps.
• Led research, development and implementation for Unison product enhancements – including pricing, credit and prepayment analysis, legal structuring, and tax review.
• Developed operating company, fund, and asset performance models, and was an active member of the successful $15MM Series A capital raise.

New York, NY, US

• Two Sigma Investments is a technology company that applies a rigorous, scientific method-based approach to investment management. Two Sigma's vision has been to develop technological innovations that intelligently.
• New business initiatives: Managed exploration, build out, and M&A for new business opportunities in the financing, insurance/reinsurance, and asset management industries.
• Broker relationship management: Reduced risk, lowered cost, and increased value of the services provided by our bulge bracket banking relationships. Particular focus on portfolio financing, securities lending, balance.
• Credit and business risk management: Coordinated firm-wide credit monitoring and mitigation projects, such as automated dashboards, segregated asset protection structures, and credit event stress tests.Specific project.
• Managed an 18-month project to purchase and reposition an $800MM Bermuda-based Reinsurance Company. I developed a comprehensive business plan and model, incorporated unique tax and regulatory considerations, conducted.
• Designed an optimization program that automatically compares stock borrow costs between different banks and identifies the cheapest way to take a short position in over 8,000 different stocks across 20+ countries

New York, NY, US

• Oliver Wyman's Financial Services practice helps the world's leading financial institutions address their most significant challenges to shape the future of the industry. The firm has an unparalleled understanding of.
• Led development of 8-quarter Loss Forecasting model for bank’s $30BN commercial loan portfolio. Conducted extensive backtesting across key model assumptions including default triggers, loan exposure at default, and.
• Developed and implemented 6 credit models to predict probability of default in bank’s $4 BN commercial real estate portfolio. Led 4-week pilot training program across 15 US regional offices to test model robustness.