Grant Garlock Email & Phone Number

Dallas, Tx, Us

• Originated and closed 13 mezzanine loans tied to commercial real estate a for a small balance mezzanine debt fund over the last 18 months. o Senior Banks: Goldman Sachs, Wells Fargo, Morgan Stanley, Rialto, CIBC, Silverpeak, Benefit Street, Prudential o Property Types: Office, Retail, Multi-Family, Hotel, and Self-Storage. o Average Interest Rate: 12% o Portfolio Levered IRR: 19%• Grew the fund from an initial $3 million investment to the current level of $50 million in capital.• Built an industry wide network of over 1,000 senior loan originators, real estate investment bankers and mezzanine debt distributors to build a loan pipeline that generated an average of 25 deal leads per month.• Established policies and procedures for credit, underwriting, due diligence, legal requirements and asset management.• Negotiated Inter-creditor agreements with top real estate investment banks.• Developed propriety debt valuation and credit analysis models to evaluate prospective loans.• Created asset management and fund return models to evaluate the portfolio and produced fund pitch books to raise capital for the fund.

• Organized the financial pre-audit (September) and full-audit (January), including setting up meetings/interviews with employees and auditors regarding business processes, accounting methods, and needed documentation.• Built financial models and presentations for banks to support a proposed credit line. Obtained an extension of the current credit line from $15 million to $30 million in January 2015 with the possibility of future extensions.• Co-ordinated financial reporting on a monthly, quarterly and annual basis.• Developed business analysis reports for daily pipeline volumes, monthly electricity, operating cost, revenue and tariff reports, which we used internally and presented to external constituents.• Performed daily controller duties. Managed accounts receivable/payable and evaluated construction and operating expenses, monthly revenue, and annual surface lease invoices.

Financials On-Tap• Project work: Finance, Business Development & Strategy; Startup FP&A Consulting BusinessExiom Site Services• Project work: Financial Modeling and Forecasting.Elemetal Capital, a precious metals company• Project work: Establish trading risk controls, policies and procedures, as well as improving data gathering processes and reportingAperio Insights, a consulting and research firm• Project work: Major Automaker hired Aperio to give insight into the future of the inside of the car. Specific areas of focus were Connectivity, Consumer Expectations, Hardware/Software and User Interface • Developed product use scenarios based on future consumer expectations to best identify a market strategyThe Energy Prospectus Group, an equity research firm • Produced Valuation Reports and Discounted Cash Flow Models for small cap oil & gas companies

Dallas, Tx, Us

Concentrations: Finance & Strategy/EntrepreneurshipClubs: Finance, Strategy and Rugby (Captain)Crossen Scholarship Recipient 4th Place 1st Year Business Case Competition

Zurich, Ch

• Developed investment solutions by integrating Excel VBA's with the Bloomberg API for more efficient data extraction and data analysis to find and market $50-$100mm investments in fixed income securities to institutional clients

Us

• Developed and improved hedging strategies for the $15 billion loan origination pipeline portfolio.• Analyzed risk metrics (e.g. duration, convexity, vega) to identify specific areas of risk within the loan portfolio and possible areas of concern in the future.• Created a daily Pipeline and MBS portfolio report to measure compliance to interest rate risk policy triggers and limits (e.g. duration gap, yield curve scenario analysis & sensitivity). Discussed issues and findings on a daily basis with senior managers to identify solutions.

• Analyzed residential mortgage-backed securities created by Credit Suisse and Lehman Brothers to evaluate each securities overall structure, integrity, creditworthiness, and performance. • Returned over $8 million to securities holders by identifying fraudulent underlying loans, correcting systemic issues within the structure of the security. Identified and addressed servicing issues with loans within the mortgage pool which ultimately reduced losses to security holders.• Trained new analysts and peer teams within the company regarding analysis of second-lien RMBS

• Created financial models to find and evaluate investment opportunities in domestic public equities.

Mba, Finance And Entrepreneurship

Bachelors, Economics And History

High School