a little personal story

A little personal story…

Born a Hoosier - Indianapolis

B.A. in Economics from Indiana University, Bloomington

M.B.A.

Barcelona campus

Exchange Student Japan

上智大学Sophia University

Exchange Student

9 years on Wall Street in New York

My First Venture - Renovar Ltd.Renovation & Sale of Brooklyn Coops

Renovar Ltd149 Lafayette & 326 Carlton, Brooklyn

Project Finance – Indiana

R.R. Donnelley Warehouse Lease-backed Debt

$25 M Nursing Home FinancingLow income Housing Tax CreditLimited Partnerships

Private Placements

Russia

Nizhny Novgorod Managing EBRD SME Fund Group

General Director, SEAF Fund Group

Consumer Products StrategyInvestments $35k to $200k

General Director, Pioneer Private Equity Fund Group, Moscow

Pioneer Russia Private Equity Fund

• $100 million • 2 Lead Investors• Directed 5-member investment team• Consumer good & services strategy• Glass & box packaging, retail supermarkets,

personal care products, pharmaceuticals• Joint-venture with former Russian Prime

Minister Y. Gaidar organizations

USAID Regional Bank Technical Assistance – Samara, Russia

Financial Services Volunteer CorpsRegional Director – Samara, Russia• Organized training seminars and

consultations - consumer loans, plastic card programs, liability management, internet banking, strategic planning.

• Organized pilot credit bureau that became nationwide program.

• Client Promekbank grew to 25th largest consumer credit bank in Russia; acquired by Banque Societe Generale.

Russian Venture – Manufactured Homes “Первый Дом”

“”Your Own Home in 90 Days!”

«Первый Дом» (First Home)

Russian Housing

Первый Дом (First Home)

Our Model Home in N.N.

Marketing the “Other Life” – Independent Single-family Home

College Business Program Administrator & Instructor

Business Teaching/Training

• Entrepreneurship• Economics• International Business• Management• Finance• Banking• Investments• Business Ethics