Michael O'Keefe, Cfa, Mba Email & Phone Number

Toronto, Canada Area

Business leader for ECN Capital's aviation transportation business. Focus on M&A, origination, structuring of leases, loans and capital markets transactions. ECN Capital was formed in 2016 when Element Financial Corporation split into two independent companies.Also at ECN Capital, held position of:Vice President, Capital Markets• Capital Markets leader for ECN Capital's aviation transportation finance business. Manage a portfolio and execute on financial, real asset and portfolio origination and sales. General focus on larger ticket transactions ranging from $5 million to $250 million.

Toronto, Ontario, Canada

Toronto, Canada Area

Capital Markets and Business Development Leader at Element Capital, a division of Element Financial Corporation (TSX: EFN-T). Charged with origination, execution, management and sale of aviation loans, leases and assets. General focus on larger ticket equipment leasing transactions including general aviation, construction, manufacturing, mining and oil & gas.Also at Element, held positions of:Vice President, SalesElement Capital• Developed and managed client relationships. Originated transactions for the large ticket diversified platform, with a focus on general aviation, transportation, construction, manufacturing, mining and oil & gas.Director, Risk Management and M&AElement Capital• Lead for acquisitions, including business and portfolio. Charged with modeling, analysis, bid submission, due diligence, execution and integration. • Developed Element’s proprietary quantitative financial and asset models used in underwriting analysis.• Underwrote aviation, general transportation, construction, and oil & gas equipment transactions.

Toronto

Equity Research - Covered Canadian REIT/REOC equitiesCovered all real estate asset classes, including: retail, industrial, office, multifamily residential, seniors housing, and hotels. Independently wrote research publications for sector specific companies, special ad-hoc projects and initiatives, including background research on sector specific issues, and the development of thematic reports. Conducted analysis and published research reports relating to companies within my coverage universe, including: Apartments: BEI.un, CAR.un, KMP, NPR.un, TGA.unLodging: INN.un, RYLSeniors Housing: CSH.un, EXE.un, LEICommercial Property: AP.un, AX.un BPO, BOX.un, BAM, CWT.un, REF.un, CUF.un, D.un, FCR, HR.un, MEM, MRT.un, MRC, NWH.un, PLZ, PMZ.un, AAR.un, RMM.un, REI.un

Toronto, Canada Area

Toronto, Canada Area

• Sourced, analyzed and supported acquisition and disposition opportunities of an owned and managed six billion dollar real estate portfolio consisting of 165 assets in Canada, the United States and Asia.• Conducted performance analytics on the real estate portfolio.• Created and maintained portfolio management reports to track and forecast portfolio valuation.• Analyzed and recommended private equity opportunities and publicly traded REITs

Toronto, Canada Area

A comprehensive development program. The extensive two-year program is subdivided into rotations providing the opportunity to gain valuable experience across multiple asset classes. Canadian Private Placements January 2009 – July 2009• Analyzed prospective transactions: Gathered and reviewed borrower and industry information, conducted sensitivity analysis and built financial models. Provided structuring and pricing documentation in preparation for investment approval. Monitored the existing loan portfolio while performing scheduled credit reviews.Proprietary Investments July 2008 – January 2009• Trading, portfolio management and economic analysis of an absolute return mandate. Used fundamental and quantitative analysis to build insight on the strategic direction of companies, identify broad industry trends and assess suitability for portfolio inclusion. Investments were made in public equities, initial public offerings, secondary offerings, block trades, and special situation events (re-capitalization, spin-off, arbitrage events).Real Estate January 2008 – July 2008• Annual business planning, acquisition and disposition analysis of Real Estate Division assets using capitalization rates, discounted cash flows and market-based appraisals. Management Reporting May 2007 – January 2008• Deliverables included integrating accounting information and providing analysis of over fifty subsidiaries and distributing findings to Senior Management.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Education record

Bachelor Of Commerce, Finance

Award for recognition of academic achievement at the Ted Rogers School of Management

High School