Eric Ciarlante Email & Phone Number

• Create fund level financial analyses, develop and monitor portfolio level analytics, and construct models for strategic decision making• Play a key role in the creation of fundraising materials (private placement memorandums, master due diligence questionnaires, responses to proposals, and client/prospect presentations)• Lead secondary transaction due diligence with investors regarding portfolio investments• Participate in pre-marketing and fundraising calls and meetings, including travel to investor offices• Participate in negotiation of transfer agreements and partnership agreements • Oversee the development of materials in response to current/existing investor information requests• Oversee the automation of cross-functional operations and identify ways to streamline processes across departments• Review contemplated business development projects for compliance with regulatory requirements, firm policy, and industry best practices• Lead development and implementation of human capital initiatives, including training efforts, increased frequency of informal reviews, informal mentor program• Ensure materials produced by Investor Relations for reporting and/or marketing fulfill the firm’s obligations as an RIA. Review advertising materials, investor communications, website, sales literature and other external and internal communications

Greater Philadelphia Area

• Manipulate data and models to draw conclusions for client deliverables and investment decisions• Coordinate high volume production and distribution of investment performance metrics • Provide senior level review of investment performance materials • Apply industry best practices to the generation of investment performance metrics• Implement controls and audit investment performance metric production processes and outputs• Constructed a synthetic index to simulate the geographic allocations of the firm’s track record to provide a relevant benchmark• Was a member of a taskforce charged with conceptualizing, presenting and implementing a firm-wide solution to the approval, creation, storage and sharing of internal reports and presentations

• Built asset allocation model which takes inputs from client mandates and from investment opportunities to output optimal investment allocation recommendations • Created portfolio reviews for each client, including the development of benchmarking and forecasting analyses for each discretionary investment vehicle• Developed a client peer benchmark analyses to review the performance of clients against each other• Created proprietary investment allocation tool • Created presentations with various analyses for clients and prospects• Prepare and present client portfolio reviews monthly• Lead weekly client investment allocation meeting• Create optimal portfolio’s based on strategic plans and current and pro-forma diversification targets• Portfolio modeling/sensitivity analysis • Attend fund investment meetings to review and analyze investment opportunities

• Developed, supported and strengthened relationships with global institutional investors• Assessed long-term alternative investment strategy and complete ad-hoc projects for clients• Prepared annual and quarterly private equity reports for clients and internal management• Prepared annual strategic plans for institutional investors• Calculated investment performance using several performance measurement methods

• Assembled complex financial models that project the potential financial performance of an asset as well as, underwriting risks associated with market demand, capitalization rates, expenses, and supply and tenant quality • Researched specific real estate markets and assessing market data and trends affecting demand and potential demand, competitiveness of comparable properties, and risk presented by new supply• Interpreted data from a variety of sources to assess market's economic environment and to evaluate commercial real estate opportunities and trends • Developed analysis and reports to enhance clear understanding of market trends and investment opportunities• Gathered, standardized, maintained, and analyzed commercial real estate data

• Researched and reported stocks and mutual funds for investment opportunities• Devised and executed business development strategies to attract and acquire new clients• Analyzed clients’ financial needs, goals, sensitivity to risk and investment horizon• Created, implemented, and continually reviewed a plan that includes strategies designed to help clients pursue their long-term goals• Marketed the concept of building wealth through the equities market to potential investors and educated them on the organization, participants and functions of the various securities markets

Mba

Activities and Societies: Dubai International Study Practicum

Ba, Economics

Activities and Societies: Emerging Leaders Development Program