Fortuitous Partner’s leadership team brings decades of experience in real estate, public and private company operations, fund formation / management, capital raise, deployment, and tax incentives. With over 25 years of real estate experience, the team has completed over $10+ billion and 40+ million square feet in commercial transactions, and 15+ years in fund management. The team has deep experience in leadership and oversight of global public and private companies. Having structured $2+ billion in U.S. tax advantaged investments, and optimizing returns in targeted communities, the team is positioned to maximize tax benefits for a wide range of investment opportunities.
Current Positions
Principal Owner / Co-Chairman, Phoenix Rising Football Club (professional soccer team)
Founder / Managing Director / Controlling GP, BBS Capital Fund, a diversified equity firm
Board Member, MRI Mexican Restaurants (owns, operates and/or franchises 57 locations)
Advisory Board, MyPark (app-based disruptive parking solution)
Principal Owner / Co-Chairman, Phoenix Rising Football Club (professional soccer team)
Founder / Managing Director / Controlling GP, BBS Capital Fund, a diversified equity firm
Board Member, MRI Mexican Restaurants (owns, operates and/or franchises 57 locations)
Advisory Board, MyPark (app-based disruptive parking solution)
Experience
15+ years fund management
Returns from 2008-2018 outperformed DJIA, Russell 2000 and S&P 500
Executive Chairman / President / CEO, Kona Grill, Inc. (NASDAQ:KONA)
Board of Directors, Pulcra Chemicals (€300+ million in sales)
Education / Honors / Affiliations
BS/MS in Finance, Boston College School of Management
40 Leaders Under 40, Boston College (out of 40,000 candidates)
Member, Young Presidents Organization (YPO)
Current Positions
Co-Chairman, Phoenix Rising Football Club (professional soccer team)
Founder, Benevolent Capital (private equity fund)
Co-Chairman, Phoenix Rising Football Club (professional soccer team)
Founder, Benevolent Capital (private equity fund)
Experience
Managing Director, Zealot Networks (digital media company w/ $150MM revenues)
President/Director, Greenwood Hall (leading education management firm) - took firm public
CEO/President, Forward Industries (NASDAQ: FORD)
President, Targus (mobile computing company w/ $545MM sales)
Board of Directors, Blyth Inc. (NYSE: BTH) – acquired by Carlyle in Nov. 2015
Education / Affiliations
B.A., Brown University
MBA, Pepperdine University (Presidential/Key Executive Program)
Harvard Business School, President’s Leadership Program
Member, Young Presidents Organization (YPO)
Experience
15+ years leading real estate, private equity and public equity investments:
Senior Portfolio Manager, Arizona State Retirement System ($40B AUM managed for its 500,000 members)
15+ years leading real estate, private equity and public equity investments:
Senior Portfolio Manager, Arizona State Retirement System ($40B AUM managed for its 500,000 members)
- Responsible for public equities ($18B), private equity ($4B), and real estate ($5B) portfolios
- ASRS real estate portfolio consists of more than 100 properties across 9 product types owned directly with 14 operating partners and has generated more than 200bps in annual excess performance
Named to Trusted Insight’s 2019 Top 30 PE, VC Investors
Analyst, Gradient Analytics
Analyst, Guggenheim Partners
Tax Associate, Arthur Andersen, LLP
Education / Licensure
B.S., Iowa State University
M.B.A., Carlson School of Management, University of Minnesota
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA) (inactive)
Chartered Alternative Investment Analyst (CAIA)
Current Positions
Managing Director / Head of Industrial Capital Markets (Western U.S.), Jones Lang LaSalle (JLL)
Member, International Capital Markets Leadership Council, JLL
Co-Founder / Co-Owner / Executive Board Member, Phoenix Rising Football Club
Managing Director / Head of Industrial Capital Markets (Western U.S.), Jones Lang LaSalle (JLL)
Member, International Capital Markets Leadership Council, JLL
Co-Founder / Co-Owner / Executive Board Member, Phoenix Rising Football Club
Experience
25+ years in commercial real estate
$10+ billion and 40+ million sq. ft. in real estate transactions
Executive Director, Cushman and Wakefield
Senior Vice President, Trammell Crow Company
Education / Associations
B.S., Biology and Pre-Medicine, Arizona State University
Chairman, National E-Commerce Forum, NAIOP
Member, Urban Land Institute (ULI), including Industrial & Office Park Development Council (Red Flight)
Society of Industrial and Office Realtors (SIOR)
Certified Commercial Investment Member (CCIM)
JLL’s Supply Chain and Logistics Solutions (SC&LS) specialty practice
Former Secretary of AZ Round Table for Council of Supply Chain Management Professionals (CSCMP)
Current Positions:
Attorney / Shareholder, Tax and Corporate Project Finance, GreenbergTraurig
Attorney / Shareholder, Tax and Corporate Project Finance, GreenbergTraurig
Expertise:
Structured/closed over $2 billion in tax advantaged investments and project level tax incentives
Advanced tax strategies to optimize returns for investors and impact in targeted communities.
Tax credit incentive programs / Tax exempt organization finance / New Markets Tax Credits
Qualified Opportunity Zones
Real estate development / Affordable housing
Operating business expansion
Public finance / Project finance
Education / Admissions / Awards:
J.D., Florida State University College of Law
B.A., University of Florida
LL.M., University of Florida
Florida and New York State Bars
Selected, ABA “On the Rise – Top 40 Young Lawyers,” 2018