Christopher Fogle Email & Phone Number

Washington, District Of Columbia, United States

Serve as principal and portfolio manager for a core-plus, open-ended real estate fund with over $10 billion in assets, specifically focused on investing in demographic-driven sectors.

Washington D.C. Metro Area

Manage liquidity and capital structure for an open-ended real estate fund with assets of over $10 billion. Responsible for strategy and execution of fund-level credit facilities, sources/uses management, portfolio analytics, and performance attribution.

San Antonio, Texas Area

Created and led the firm's Portfolio Analytics department to facilitate the investment decision making and operational processes across the platform through the provision of insightful analytics, ongoing portfolio monitoring and forecasting, and ad-hoc support to senior leadership.Hired, trained, and managed five direct reports. The team's responsibilities included flawless operational execution across more than fifteen private equity real estate funds totaling more than $5 billion in AUM, providing frequent updates to portfolio managers and senior leadership on portfolio positioning and capital availability, forecasting fund performance, accretion/dilution analysis for new investments, and creating fund-specific models and executive-level dashboards.

San Antonio, Tx

Primary responsibilities included modeling risk and return metrics for private equity real estate funds, providing ad-hoc analysis to Portfolio Management executives and assisting with the institutional fundraising process by providing fund-level data to prospective investors and consultants. Other responsibilities included designing and managing key operational processes of two newly launched open-end real estate funds, such as cash/liquidity management, quarterly capital calls and distributions, and credit facility covenant compliance.

San Antonio, Texas Area

Investor reporting for private equity real estate funds.

Responsible for preparing financial statements, providing oversight of accounting agent processes, and reconciling internal and external data sources.

Worked as a financial advisor with experience in mutual funds, brokerage, wrap accounts, life insurance, and annuities.

I attended Texas A&M as a full-time student from 2003-2007. I earned a B.S. in Economics and a Minor in Business.