Headmaster, Cambridge International Preschool
CurrentHolgate Securities is a privately-held investment management company based in the UK, New York and Atlanta.As Director, I structure the financing for both the corporation and subsidiaries. I evaluate markets and opportunities to best manage investments/divestment in our fixed income, equity and real estate portfolios in accordance with goals of the Company/Investors. I maintain a strong working knowledge of products/services and respective marketplaces, including regulatory trends, competitor strategies, general economic conditions that influence the investment decisions for our company and investors. I identify and source potential investment opportunities with sponsor and non-sponsor backed middle market / lower mid-market companiesSome notable achievements include:★ My investments in real estate opportunities following the market crash/decline of 2008 has realized substantial upside for our investors and the corporation.★ I developed new systems to help monitor and optimize our loan portfolio for commercial properties in the UK and US. Designing measures to restructure the debt of UK residential and commercial properties.★ I keep abreast of opportunities in real estate, small business acquisition, turnarounds, and other investment vehicles that are important to the overall strategy of Holgate. I make investment decisions based on suitability and the goals of our corporation.★ Created start-up, award-winning International school for gifted children, directing all initial operations and achieving profitability in first year of operation. Based on the school's success and unique philosophy, I am actively working to franchise the model to new partner schools in the United States and abroad.★ I work with new and existing investors to create opportunities for stakeholders in the charter and private school arena. I am currently working to help facilitate the creation of new businesses through investor introduction to fledgling or start-up operations.