Hackman Capital Partners is a privately-held real estate investment and operating company that focuses on buying, renovating and re-imaging vintage commercial, industrial, and studio properties. Oversight of accounting, financial reporting and tax for all company-managed properties and funds and for delivery of financial information to investors, capital partners, lenders and internal management. Supervision of third-party fund administrators, accounting firms, valuation firms and property managers.

Wolverton Capital invests in multi-family real estate development opportunities in infill markets near major job hubs.Investment operations consulting project with the following areas of focus:• Conversion from Investor Management Software to Juniper Square for syndicated real estate investment partnership administration;• Design and implementation of operating model to outsource investment partnership accounting and certain investor and treasury services to a third-party fund administrator; and• Documentation of investment partnership administration workflow, procedures, and responses to investor due diligence inquiries.

Oaktree (OAK: NYSE prior to sale to Brookfield) is a leader among global investment managers specializing in alternative investments with $122 billion in AUM and over 1,000 employees and offices in 19 cities worldwide (as of June 30, 2020).Served as the fund Chief Financial Officer for the Private Equity (Special Situations, European Principal, and Power Opportunities), Real Assets (Infrastructure Investing) and Private and Alternative Credit (U.S. and European Private Debt) investment strategies representing over $19 billion in AUM, 185 quarterly financial statements, 9,500 quarterly investor capital statements and 700 legal entities. Involved in all aspects of fund accounting and operations, including profitability analysis, marketing support and investor operational due diligence, and the full life cycle of a private fund from commencement of operations through investment realization, incentive distributions and the ultimate liquidation of a fund. Responsible for firm-wide Accounts Payable and Fund Expense allocation process and governance with over $300 million and 35,000 transactions annually. Business lead on Workday system implementation and business process redesign, which achieved a lower cost scalable operating model, fewer manual procedures, enhanced process reliability, and accelerated processing time.

Delivered assurance services to alternative investment funds, registered investment companies, business development companies, investment advisers, and broker-dealers. Extensive experience with SEC rules for public company audits, ’40 Act funds, BDCs, public and private equity and debt offerings, and SEC and FINRA rules related to registered investment advisers and broker dealers. Technical accounting and reporting expertise in investment company accounting, complex derivatives, consolidation, stock-based compensation, fair value estimates, and revenue recognition.

Performed financial statement audits, internal control reviews, and agreed-upon procedures in the financial services, gaming/hospitality, professional services, and not-for-profit industries.