Kate Davis Email & Phone Number

Chicago, Illinois, US

Chicago, Illinois, US

• Independent consultant in the alternative investments space. Projects included:
• Strategic Advisor/Interim CEO for a nascent private-equity fund platform – focus on corporate structuring and product development/launch
• Independent valuation consultant for the board of directors of a daily-NAV fund

Victor, New York, US

• Responsible for launch and management of the firm's interval fund (Broadstone Real Estate Access Fund or BDREX). Oversaw the ongoing development and implementation of the investment strategy and growth planning for the.
• Steered the launch of the fund, including legal and administrative processes and SEC registration
• Modeled, constructed, and managed portfolio of real estate fund investments across asset type and asset class
• Built relationships with institutional managers, regularly monitoring strategies and performance
• Led all aspects of the business operations and liaised with internal and external service providers
• Participated heavily in fundraising activities for the fund, published thought pieces and spoke regularly at conferences as a subject matter expert

Philadelphia, PA, US

• Resource America, Inc. was a $20B AUM global alternatives investment manager focused on real estate and credit investment. Resource Real Estate and Resource Global Liquid Alternatives were subsidiaries of Resource.
• Portfolio Management responsibilities: model, construct and manage portfolio of over 100 investments; conduct industry and equity research; screen and evaluate potential investments for portfolios; manage investment.
• Business Development/Operations responsibilities: develop and implement sales and marketing strategies, participate in business development efforts, liaise with fund administrating and accounting on fund operations..
• Underwrote mortgages for all asset types (residential, commercial, hotel) and evaluated fit for portfolio
• Presented potential investments to credit committee for approval
• Performed due diligence and manage deal close process

InOurBuilding is a technology platform that offers a multi-faceted community portal for residential buildings.

Redmond, Washington, US

• Strategic business development - responsible for driving $20-million annually of sales in portfolio of Fortune 500 clients including JP Morgan Chase, Pfizer, and Deloitte. Continually exceeded quarterly metrics and.
• Fostered long-term relationships with customers to advance presence in enterprise accounts
• Performed ROI analyses for clients to help sell the value of the product
• Developed marketing strategies to expand customer reach and increase market penetration
• Conducted competitive research and analysis

Redmond, Washington, US

• Controller for $145-million annual budget for 275-person global organization within Microsoft. Responsible for all budgeting, forecasting, and FP&A along with providing critical business insight. Was given a.
• Coordinated financial analysis for a vendor consolidation negotiation initiative, saving the division $22-million
• Streamlined forecasting processes and reduced variance of spend-to-forecast from 10% variance to <1% in 4 months
• Analyzed and identified process gaps across the organization and implementing improvements to drive hardware ordering timeline from +/- 20 weeks to 6-8 weeks, thus increasing accuracy in hardware provisioning to.
• Drove dramatic savings initiatives within organization in order to fill a budget deficit of $10-million

Redmond, Washington, US

• Modeled baseline calculations for a new company-wide long-range planning tool. Evaluated business drivers for company-wide operating expenses. Implemented standards and benchmarks to control spend and thereby increase.
• Collaborated across business groups to collect data, analyzed marketing spend and strategically restructured budgets, generating a plan to reduce overall annual marketing expenditures by 20%
• Developed concise analysis of the earnings per share and guidance figures at fiscal year-end for the CFO review

• Supervising project manager for a 108-unit, $30-million residential development, with end-to-end responsibilities, including legal aspects, municipal negotiations, financial management, construction, and.
• Maintained project benchmarks, ensuring that construction was completed within projected timeline and 5% under budget, despite rising material costs
• Effectively managed contractors and subcontractors and a construction crew of 100+, conducting regular site visits to ensure maximum productivity and adherence to deadlines during the building process
• Researched and analyzed market data to identify target customer, and created/implemented a regional marketing plan utilizing multiple marketing channels: Project was 50% sold pre-construction
• Supervised the sales team and put into place incentive structures
• Researched and developed an affordable housing program, which the municipality approved and implemented as part of the development, and which resulted in its reputation as a leading community in mixed-income housing

• Prior to promotion to Vice President, led initial phase of a residential condominium development from inception to ground-breaking, including successfully negotiating municipal approval for the project, obtaining.
• Drove a 400% increase in gross income on commercial office building by formulating and executing an innovative leasing plan

Oversaw $77-million in total annual revenueAsset management of 8 different properties

Mba, Finance, Strategic Management, Entrepreneurship

School Of Continuing And Professional Studies, Real Estate Finance, Capital Markets, Real Estate Development

Bs, Finance