Rob Van Bergen, Cfa® Email & Phone Number

St Louis, Missouri, United States

Named Assistant Portfolio Manager for our Extended strategy of Small and Microcap Value investments

Greater St. Louis Area

Chicago

Portfolio Manager and Senior Equity Analyst for investment manager specializing in publicly traded REITs and REOCs.> Maintain active coverage of over 60 retail, storage, and hotel companies, including detailed cash flow modeling, net asset value modeling, and regular meetings with senior management> Developed valuation process that has delivered consistent.

• Maintained senior-level coverage on universe of 52 publicly traded REITs and real estate operating companies, including office, industrial, apartment, hotel, public storage, manufactured housing, mall and strip center.

• Finance Associate, Business Transformation Outsourcing (BTO) Consulting, Media & Entertainment and Public Sector Focus.
• Financial analyst on multi-person deal team in charge of building financial models of strategic “mini-mergers” between IBM BCS/BTO and client companies. Modeled financial transactions that transformed formerly.
• Managed cash flow for outsourcing contracts; managed payment schedules for optimal cost recovery; reviewed terms and conditions, incorporated into financial models; reviewed models for adherence to accounting standards.
• Modeled client operational baseline working closely with client executives; constructed IBM cost model based on development team recommendations

• Associate and Senior Sector Analyst, Multifamily$3 billion AUM Investment Manager Specializing in Publicly Traded Real EstateLong only, mutual fund and SMAs. Ticker CEESX (formerly SUSIX).
• Developed and maintained financial valuation models, including Net Asset Value (NAV) and earnings forecast models that drove discounted cash flow analyses for top-rated, dedicated mutual fund of publicly traded real.