Michael Lucas Email & Phone Number

Cultivates leads, generates interest, calls on prospects and Centers of Influence, and collaborates with partners to close sales. Engages with partners to establish and execute the appropriate activities, tactics and strategies to generate, identify, and pursue new opportunities and successfully close sales. Provides partners with insight on industry trends and product needs. Assesses new business opportunities on a consistent basis, including responding to new business inquiries and requests for proposals, and maintaining territory/focus lists. Maintains timely, accurate and complete sales administration tasks as determined by the business. May coach team members.

Consult with high-net-worth investors to raise equity that will be invested in a pari passu manner with MDP for Chicago-based developments.Articulate unique property development strategies.Explain how real estate development strategies/projects fit within broader investment portfolios, while broadly speaking across alternative and traditional asset classes.

Walsenburg, Colorado, Us

Provide start-up capital, usually in exchange for convertible debt or ownership equity, to the brightest digital designers, engineers and entrepreneurs who are shaping new technologies, disrupting old business models, and resetting the boundaries of what is possible.

NexTier Companies is an investment management consulting firm that serves the leadership of investment firms, both traditional and alternative. The firm engages consultants who are “thinkers” and “doers” to help investment management clients enhance investment performance, grow assets under management and profitability, while reducing overall business risk. NexTier consultants possess 360 degrees of investment management experience (i.e., portfolio management, operations, business development, marketing, investment consulting, and plan sponsor), which forms the bedrock of the knowledge and solutions-focused advice rendered by the firm. NexTier Companies, founded in 2012 and headquartered in Chicago, also has consultants located in Denver, New York, Philadelphia, San Francisco and Savannah.

Milwaukee, Wi, Us

Campbell Newman Asset Management, a four decades old Registered Investment Advisor, provides long-only equity investment management services to institutional and high-net-worth private clients. Collaborated with the owners and portfolio management team of the $600 million firm to reposition the firm to properly segment the marketplace. Sold the large capitalization dividend growth equity and small capitalization growth equity strategies to Registered Investment Advisors, family offices, manager-of-managers and other investment platforms, brokerage platforms, investment consultants, and a variety of other investor-related intermediaries located throughout the United States.

London, Gb

Produced approximately $2 million in new practice revenues by building relationships with in-house, client-facing professionals and cold calling to win client mandates focused on pension plan de-risking and asset-liability matching to continue the expansion of the Delegated Investment Solutions practice in the Midwest, Mid Atlantic, and the Southeast.

San Francisco, California, Us

Developed and led the national business development strategy, and collaborated with investment team to win $2 billion in assets for the specialty, start-up investment management business. Implemented a sales strategy focused on education and the marketing of customized, high-utility equity and alternative emerging, manager-of-managers strategies to institutional investors, including public and corporate pension plans, and family offices, along with executing a roll-out to investment consultants and investment platforms after three years of operation.

Chicago, Illinois , Us

Generated more than $1 million in sales revenue in two of the three years of tenure at the firm. Raised more than $8 billion in assets and won the largest single account in the history of the firm during tenure.

Chicago, Illinois, Us

Partnered with the firm founder to win first client, which was located in Canada, to establish the initial revenue for the then pre-revenue company, which currently operates in 11 countries. Secured key content partnerships that, when imbedded in the software, enriched the legacy ATM user experience. Collaborated with the firm founder to raise a seed funding of $500,000 during the internet/technology market

Raised $800 million in three years to rank the firm among the “Top Ten Fastest Growing Managers Under One Billion”, Pensions & Investments, March 8, 1999.

Co-managed and led the fundamental research efforts for The Atlanta Growth Fund (“The Fund”), a one-of-a-kind, regionally oriented, NASDAQ-listed mutual fund.Assembled and teamed with the 20-member distribution network comprised of regional brokers, and major wire houses, to launch The Atlanta Growth Fund, with $10 million in retail investor assets.

Mellon Bank East - Philadelphia, PALed sales of short-term bank loans to institutional investors. Mellon Securities Limited - London, England Established more than 100 new short duration fixed income client and trading relationships throughout United Kingdom, Europe, and the Middle East in three years, generating more than $4 million in revenue.Trained and managed two local sales professionals, who generated $250,000 in new revenue after six months from prospects ceded to them. Collaborated with US-based traders to raise the trading limits of the global money market book from $250 million to $1 billion.