WHAT I DO: 1) Invest in startups (info@cistern-capital.com) and multifamily real estate (acquisitions@owcommunities.com) 2) Synthesize deal access, capital, advice, data and experience to execute winning investment strategies packaged for passive investors/LPs3) Drive value to investments through my network, creativity, business acumen and financial expertiseWHAT MAKES ME UNIQUE:1) Breadth of Experience and Scale of Activity: 20+ years as advisor to and/or investor in healthcare, wellness, fintech, cleantech, transportation/infrastructure/shipping, energy/mining/utilities, aerospace/defense, tech/media/telecom, and residential/industrial/commercial real estateAnalyzed thousands of investment opportunities across sectors, geographies and business stage; ultimately deploying and exiting or advising on billions of dollars of transactions as principal or consultant in venture capital and private equity or M&A advisor/consultant in venture capital, private equity and corporate transactions2) Dedicated Entrepreneur and Thought Leader:Multi-faceted organization, entity and company founding history beginning with co-founding the first undergraduate student-managed hedge fund and encompassing multiple successful consulting and investment businesses sinceFeatured speaker, interviewee and author across more than 20 conferences, podcasts and publications along with numerous awards across domains including Inc. 50003) Cross-Cultural Leader and Coach:Conducted business with colleagues, clients and/or counterparties in emerging and developed markets (more than 20 countries across Africa, Asia, Europe, Middle East, North/South America) and traveled to more than 50 countries on 6 continentsLed more than 500 days of financial training programs for corporate and individual clients in 20 locations around the U.S. and the world including NYC, LA, San Francisco, Chicago, Miami, Houston, London, Dubai, Frankfurt, Istanbul, Shanghai and ZurichEDUCATION:Concurrent B.S. in Finance and a B.A. in Economics with Honors as a Schreyer Scholar from Penn State University; receiving top university-wide academic, leadership and service award upon graduation and later receiving the Smeal Outstanding Young Alumnus Award.INTERESTS:Golf, skiing, baseball, beach volleyball, hiking, cooking, reading, international travel, college football
Listed skills include Valuation, Financial Modeling, Private Equity, Mergers And Acquisitions, and 24 others.