Michelle Getz

Michelle Getz Email and Phone Number

Managing Partner and Chief Investment Officer @ Equitable Facilities Fund
Nashville, TN, US
Michelle Getz's Location
Nashville, Tennessee, United States, United States
Michelle Getz's Contact Details

Michelle Getz personal email

n/a
About Michelle Getz

Michelle Getz is a Managing Partner and Chief Investment Officer at Equitable Facilities Fund. She possess expertise in financial analysis, investments, due diligence, fixed income, financial modeling and 13 more skills.

Michelle Getz's Current Company Details
Equitable Facilities Fund

Equitable Facilities Fund

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Managing Partner and Chief Investment Officer
Nashville, TN, US
Website:
eqfund.org
Employees:
15
Michelle Getz Work Experience Details
  • Equitable Facilities Fund
    Managing Partner And Chief Investment Officer
    Equitable Facilities Fund
    Nashville, Tn, Us
  • Equitable Facilities Fund
    Partner & Chief Credit Officer
    Equitable Facilities Fund Mar 2018 - Present
    New York, United States
  • Equitable Facilities Fund
    Chief Credit Officer
    Equitable Facilities Fund Mar 2018 - Present
    Greater New York City Area
  • Charter Impact Fund
    Chief Credit Officer
    Charter Impact Fund Mar 2018 - Present
    New York City, Ny
    The Charter Impact Fund (CIF) is on a mission to transform the way charter schools secure long-term financing, by providing them with something radically simple: access to low-cost, long-term debt. We believe that this will give more students access to the outstanding education they deserve. We are a start-up social impact fund with initial funding already secured. Our leadership team and board of directors consists of experienced charter school operators and finance experts who have wrestled with the challenges of providing affordable facilities financing to serve students and communities who have rarely had equitable access to quality schools, buildings, and opportunity. Together we are dedicated to advancing student outcomes while transforming capital access for schools.
  • Nuveen Asset Management
    Senior Vp And Senior Research Analyst
    Nuveen Asset Management May 2006 - Mar 2018
    • Analyze operational and financial performance of 300 non-profit organizations (representing $3.2 billion in debt) in the education, civic, and healthcare sectors to determine viability and credit worthiness for investment in over 100 municipal tax-exempt funds.• Manage and mentor a team of analysts on daily job responsibilities related to credit analysis and investment issues, skill development and career progression. • Lead and participate on teams of professionals, made of internal and external participates, for project workouts and private placement transactions. Teams consist of attorneys, consultants, counterparties from other investment organizations and financial oversight authorities.• Work directly with the President, Chief Investment Officer, and Managing Director of Research on daily basis to assess new and ongoing projects and credit issues. • Communicate progress status reports and final analysis reports via written and oral forms to entire Investment Department.• Travel to project site locations to meeting directly with organization’s management and Board of Directors and to view physical facilities.• Participate on and lead special project teams for the Investment Department including Investment Committee. Risk Sub-Committee, IT implementations, best practice committees and due diligence visits.• Attend and participate in conferences to remain current on industry and sector changes.• Evaluate and coach research staff associates on daily responsibilities as well as long-term strategic development. Help them set goals related to personal and career growth and execute steps to achieve these goals.
  • Nuveen Investments
    Internal Audit Manager
    Nuveen Investments Aug 2000 - Jun 2006
    • Help develop and manage the Internal Audit Department’s annual Audit Plan and the scheduling of permanent and co-source staffing needs.• Work directly with the CFO and the Chairman of the Audit Committee for Nuveen Investments and the Chairman of the Audit Committee for the Nuveen Funds.• Conduct operational audits to evaluate efficiency and effectiveness of processes, procedures and internal control systems for Nuveen Investments and all of its wholly owned subsidiaries (Rittenhouse Financial Services in Radnor, PA, Symphony Asset Management in San Francisco, and NWQ Investment Management in Los Angeles).• Participate on special projects for the Companies including Sarbanes Oxley, sub-advisor oversight, best practice committees and due diligence visits.• Write reports and internal memos of results from audits and special projects. Present reports to audit committees, senior management and clients.• Develop standard procedures related to internal engagement and department processes • Evaluate and coach internal audit staff.
  • The Coca-Cola Company
    Internal Auditor
    The Coca-Cola Company Jun 1994 - Oct 1996
    • Conducted operational audits to evaluate efficiency and effectiveness of processes, procedures and internal control systems• Lead forensic audit teams in investigations of Business Code of Conduct violations• Wrote reports and presented executive summaries of audit results to senior management• Designed security procedures for the collection, distribution, and reconciliation of Coke’s 87,000 1996 Olympic Hospitality tickets for over 10,000 customers• Recruited potential audit candidates using “targeted selection” interview skills• Recognized in performance review for leadership qualities, proactiveness, ability to handle multiple projects, professionalism, excellent attitude, and dependability
  • Deloitte & Touche
    Auditor
    Deloitte & Touche Aug 1991 - Jun 1993
    • Supervised and conducted financial statement audits in several technical areas• Evaluated clients' internal accounting and safeguard controls; developed recommendations and composed management letters detailing implementation• Demonstrated strong interpersonal skills through the development of staff members and relationship building with clients. Assisted in recruiting process of new employees

Michelle Getz Skills

Financial Analysis Investments Due Diligence Fixed Income Financial Modeling Analysis Asset Management Financial Risk Credit Capital Markets Risk Management Mutual Funds Investment Management Investment Banking Corporate Finance Accounting Finance Asset Managment

Michelle Getz Education Details

Frequently Asked Questions about Michelle Getz

What company does Michelle Getz work for?

Michelle Getz works for Equitable Facilities Fund

What is Michelle Getz's role at the current company?

Michelle Getz's current role is Managing Partner and Chief Investment Officer.

What is Michelle Getz's email address?

Michelle Getz's email address is mi****@****und.org

What is Michelle Getz's direct phone number?

Michelle Getz's direct phone number is +184782*****

What schools did Michelle Getz attend?

Michelle Getz attended Auburn University, University Of Houston.

What skills is Michelle Getz known for?

Michelle Getz has skills like Financial Analysis, Investments, Due Diligence, Fixed Income, Financial Modeling, Analysis, Asset Management, Financial Risk, Credit, Capital Markets, Risk Management, Mutual Funds.

Who are Michelle Getz's colleagues?

Michelle Getz's colleagues are Julio Castillo Jr., Sam Alnagar, Angel Purganan, Anand Kesavan, Danielle Williams, Affrica Sheatara, Rachel Baldini.

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