Berger Companies is a fully integrated investment group which specializes in opportunistic deal sizes ranging btw $5mm-$50mm. We have 4 main focal points of investment:1. Real Estate- Acquisition/ Rehabilitation of multifamily assets across the United States. Current portfolio spans 5 states with over 1500 units under active control and management.2. Lending- Debt/Equity component to our client base looking to acquire, and stabilize assets. Loan amounts vary, funding takes place within 7-10 days.3. Venture Equity- Currently our investment portfolio consists of 5 operating companies where we take an active day to day roll in operations. Companies range from consumer product goods, technology, import/export.4. Healthcare- Investments into companies that directly support the healthcare field.

Since 2010, Berger Investment Group ("BIG") has focused on acquiring opportunistic, under performing, and distressed multifamily assets throughout the Chicagoland area, primarily focusing on Chicago's south side neighborhoods. Berger Investment Group has completed over 300 transactions in a short period of time with deals ranging from REOs, short sales, portfolio acquisitions, distressed note purchases, and tax deeds. Berger Investment Group currently manages over 1500 multifamily units across the United States, spanning 5 states. Berger Investment Group focuses on all aspects of a value-add transaction from purchasing properties directly from banks and other institutions, to managing the construction process from start to finish to ensure quality and cost control in order to generate the highest annual returns. Berger Property Management (a subsidiary), oversees day-to-day operations of all properties. Our dedicated staff of leasing agents, brokers, and construction service crews ensure quality control and the highest standards for our residents.

Performed daily/weekly/monthly analysis/trading on foreign currency denominated investments to ensure that hedging metrics are within limitations. Verified and coordinated cash movements required for margin calls on FX, Option, Futures contractsCoordinated/Supervised monthly allocations across 4 offshore, 4 onshore funds with Portfolio Managers and JPM custodian which included reviewing trade tickets, contribution/redemption/transfer documents, monitoring cash activity and credit lines to ensure all activity is captured and processedSupervised weekly/monthly pricing of portfolios which included accumulating weekly and month-end rate of returns from underlying fund managers, performed analysis on incentive/management/high water mark fees for each return to present Portfolio Mangers/Clients with overall fund performance and net asset valueActed as a primary liaison with fund managers/administrators (statement, new issue income, withdrawal settlements), custodians (cash and trading queries), FX (trading, settlement)Developed and initiated new programs/work flows with management to eliminate business risk around areas within the firm

Performed daily position, risk, and profit and loss reconciliation for a $1 Billion portfolio which included 350 Commercial Mortgage Backed Securities (CMBS) in order to ensure correct reporting/accountingMonitored security activity on a CUSIP level by investigating and resolving any issues relating to cash flow, correct coupon payments, and interest rates Initiated multiple projects to enhance division operational flows and performance in order to streamline daily work activityActed as a liaison between Portfolio Managers and Financial Control, facilitating daily communication in regards to the performance of CMBS business unit Acquired a working knowledge of Structured Finance, Fixed Income, and Derivative products which included CMBS Bonds, Credit Default Swaps (CMBS Index, CDX Index, Single Name), Foreign Exchange, and Treasury Bonds