Forum Investment Group is a private real estate investment management firm specializing in the multifamily sector with an investment platform that offers institutions and financial intermediaries access to multifamily debt, private credit, and equity investment exposure.

• Consulted on a variety of real estate projects for private clients, providing comprehensive project management and financial analysis services.• Developed pro formas and conceptual design options for an 85,000 sq. ft., five-story mixed-use building in the River North Arts District in Denver that employs an innovative modular construction system. Stress-tested different concepts, assessed options for capital structures, assisted with land acquisition and project entitlements.• Performed extensive market research on mass timber production for a client interested in manufacturing this emerging, sustainable building material, culminating in a business plan and capital structure that takes advantage of federal, state, and local incentives identified in the research.• Assisted a company providing energy-efficient building systems through a difficult leadership transition.

• Founding team member of a design- and community-oriented firm developing residential and mixed-use projects.• Managed all aspects of project delivery, including conceptual design, vetting and management of contractors and consultants, entitlements & permitting, community presentations, construction management, troubleshooting interior details, on-site inspections, and construction loan management.• Identified and analyzed development opportunities across the Boston and Denver metro areas; functions included local market research, land use analysis, and underwriting.• Designed an acquisition memo template, regularly using it to present new opportunities to investors.• Researched and applied financing incentives including NMTC, HTC, PACE, and local programs into the underwriting of several projects.• Coordinated with the City of Boston on a joint venture to create for-sale affordable housing for artists.• Set up the firm’s operations, including payroll, benefits, and budget.• Crucial team member behind a successful initiative to gain zoning variance approval from the city of Boston for a building design that did a better job addressing the needs of the neighborhood.

• Design & drawing work for a range of cultural and commercial projects for this global firm• Significant contributor to a project exhibited at the 2016 Venice Biennale

• Collaborated with this award-winning socially-oriented architecture firm on Purpose Built, a set of tools for nonprofits to maximize the impact from their brick-and-mortar capital projects• Design & drawing work for a collaborative maker space proposal for Colorado College

• Navigated the mid-stage growth of this design firm with practice areas spanning architecture, interior design, real estate development, fabrication, and event management.• Created all financial reports, Business Intelligence tools, and metrics from scratch, and set appropriate benchmarks and targets, leading to dramatic profit growth for the company and significant improvement in decision-making around staffing, project pricing, and business development goals. • Led all financial functions including financial planning & analysis, budgeting, cash flow management, contract management, and accounting.• As a member of the senior leadership team, guided strategic decision making regarding staffing, project timelines, business development, office culture, quarterly priorities, and achieving long-term goals.• Earned the firm $60K over baseline in contract negotiations on a large waterfront redevelopment project.• Built a comprehensive business model for Proxy, a complex site development incorporating retail, entertainment, and cultural spaces as well as activities and art installations. Duties included:o Developing a flexible business model, rather than a standard pro forma, and utilizing Excel to build a user-friendly prototype.o Collaborating with key decision makers within the firm to test different ideas for use of the space and gauge the bottom-line financial impact.o Setting goals and targets for lease rates, event pricing, and operating costs, including identifying purchases that could be outsourced to mission-aligned nonprofit entities. o Results included the project generating significant regular cash flow, an elevated brand profile for the company, and proof of concept for this type of creative site development.

• Led a range of projects in financial analysis for a multi-million dollar international philanthropy, and supervised a team that oversaw financial services provided to 200+ clients.• Managed and ensured the long-term financial sustainability of the company’s $35M in real estate holdings.• Streamlined the annual budgeting process across all related companies.• Led a client-facing team to manage restricted grant budgets, assist with month-end close, provide cash flow forecasting, and schedule vendor payments.• Provided comprehensive assistance with annual audit, performing extensive research support in collaboration with outside team.• Spearheaded a large-scale business intelligence project to analyze the profitability of each client and line of business. Duties included:o Analyzing financial data to determine accurate targets and solutions. o Managing the entirety of the project, from setting parameters and timelines to coordinating across teams, with an emphasis on the IT team. o Cultivating relationships with stakeholders across the company to gain buy-in by offering ad-hoc analysis services to various departments.o Implementing strategic phasing in order to provide useful preliminary information to departments prior to full roll-out, allowing the organization to take a precise approach to clients and restructure the client engagement process to produce stronger outcomes. o As a result, over 10% of “problematic” clients were converted back to active status and repositioned to meet minimum profitability thresholds.

• Analyzed the effects of pricing proposals on profitability, volume, and competitive position.• Received an award for an in-depth competitive analysis that led to restructuring of risk matrix.• Devised pricing initiatives for mortgage products, and sold changes to executive team.• Represented team on a company-wide initiative to streamline loan systems.• Maintained pricing rules, including cost schedule logic, in database. • Leveraged internal databases to create reporting metrics and analytical packages highlighting opportunities for margin expansion.