Michael Edberg, Cfa, Aif Email & Phone Number

Bethesda, Maryland

MillenniuM Investment and Retirement Advisors, LLC (MIRA) is an unaffiliated ERISA defined independent fiduciary to corporate qualified defined contribution plans. Unlike almost all brokers and advisors who are ‘self-regulated’ under FINRA, MIRA is regulated federally (by the SEC) and licensed, bonded and insured; Registered Investment Advisory firm.

Bethesda, MD

Edberg Investments is an investment consulting firm headquartered in Bethesda, MD primarily responsible for managing Edberg Associates (Family Office). Expertise in alternative investments, socially responsible investing, real estate, options trading, credit and equity analysis, investment structuring and negotiations, portfolio management and capital.

Increased assets under management to $150 million, including the launching of two funds, the Short Duration Fund and the Access Africa Fund. Established relationships with Registered Investment Advisors looking for impact investment funds to support portfolio diversification.  Supervised three regional managers and a staff eight investment officers and.

Managed a portfolio of US$136 million in debt, quasi-equity and equity investments across three investment vehicles.  Supervised two regional managers and a staff seven investment officers and analysts. Disbursed $35 million in annual debt commitments, with an average loan size of $1.5 million.  Led the negotiation of a $3.3 million equity investment in.

Washington D.C. Metro Area

Responsible for developing new business leads, identifying and researching investment opportunities in the banking sector worldwide, leading investment due diligence teams, performing credit risk and equity analyses, leading appraisals and investment negotiations. Led credit due diligence appraisal, negotiation, and documentation of two $20 million trade.

Identified and researched investment opportunities in the banking sector worldwide, performed credit risk and equity analyses, led appraisals and negotiations, reviewed financial projections, and made recommendations on deal structuring. Consistently met and exceeded high-performance targets in facilitating multimillion-dollar transactions and.

Evaluated investment opportunities throughout the region based on expert marketing and financial analysis. Performed credit analysis, produced detailed financial models, and structured investments; presented investment recommendations to senior management. Drafted investment term sheets and negotiated terms and conditions with project sponsors. Served as.

Coordinated activities and assisted in development of South Pacific Project Facility, Pacific Islands Investment Facility, and Mekong Project Development Facility. Prepared facility review board papers and processed approval of multiple investments. Participated on appraisal teams and verified financial assumptions. Gathered and analyzed data from clients.

Marketed financial and insurance services to potential clients; performed market research and analysis. Supported Investment Officers through participation in special projects and Access database creation and management.

Master Of Business Administration (Mba), International Finance And Marketing

Ba, Government And International Relations

Activities and Societies: Alpha Epsilon Pi, Student Council, Gryphon and Pleiades Honor Society