Our Key
Experts
Sean Conlon: Principal and Chairman
Daniel P. Fowler: Principal and Chief Executive Officer
Chad Robins: President and Chief Operating Officer
Joseph Angelino: Chief Financial Officer
Jeff Lindenmeyer: Executive Vice President
Christopher J. Doherty: Vice President
Clete Bernhadt: Vice President
Jamie Dougherty: Vice President
Michael Hackett: Assistant Controller
Mark Lecocq:
Assistant Vice President
Jim Dunne: Real Estate Associate
Evelyn Vela: Staff Accountant
Joseph Scoby, Inc.: Strategic Advisor
Sean Conlon: Chairman and Principal
Mr.
Conlon serves as Chairman of the Investment Manager. Mr. Conlon’s
responsibilities include growing the origination platform, business
strategy and investor relations. Mr. Conlon serves on the Investment
Committee and the Management Committee.
In 2000, Mr. Conlon founded an Illinois based real estate
brokerage firm with an annual brokerage sales volume in excess of $2
billion. In 2006 he sold a majority interest to a Cendant sponsored
group. Previously, Mr. Conlon was a very successful realtor, being
recognized as one of the top producing real estate sales agents in
the country, concentrating in new construction, with over $150
million in annual sales.
Mr. Conlon, in partnership with Daniel P. Fowler, acquired Near
North National Title ("Near North") in 2004. Near North is a
national real estate title company, established in 1988 that handles
over $4 billion in real estate transactions annually. The senior
executives of Near North have over 50 years of collective service at
the company. These executives manage the day to day functions of the
business. Additionally, Mr. Conlon is involved in real estate
development and has participated in over $100 million of projects in
several locations across the United States.
In less than a decade, Mr. Conlon has become recognized as one of
the top real estate experts in the country. He is often the “voice
of real estate“ for journalists and reporters and has been
interviewed by CNN, New York Times, and the Wall Street Journal to
discuss the market and trends within the real estate industry.
Mr. Conlon immigrated to the United States in 1991 from Ireland.
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Daniel P. Fowler:
Principal and Chief Executive Officer
Mr.
Fowler serves as Chief Executive Officer of the Investment Manager.
Mr. Fowler is in charge of the oversight and management of the
company’s operations including strategy, investor relations, legal and
finance. Mr. Fowler serves on the Investment Committee and the
Management Committee.
Mr. Fowler is a Chicago based real estate developer and investor. Mr.
Fowler has developed in excess of $100 million of high end condominium
and single family homes on Chicago’s near north side. Mr. Fowler owns
office and retail properties in highly desirable commercial corridors
in Chicago.
Mr. Fowler graduated from Indiana University with honors, receiving
his B.S. in Finance in 1992. He received a J.D., magna cum laude, from
Indiana University Law School in 1994, where he was an associate
editor of the Law Review and a member of the Order of the Coif. As a
corporate attorney at Winston & Strawn, Mr. Fowler concentrated in
private equity and mergers and acquisitions. In 2000, Mr. Fowler left
his promising legal career to work full time in his growing real
estate businesses.
Recently, with Mr. Conlon as his partner, Mr. Fowler acquired Near
North National Title (“Near North”) in 2004. Near North is a national
real estate title company, established in 1988 that handles over $4
billon in real estate transactions annually. The senior executives of
Near North have over 50 years of collective service at the company.
These executives manage the day to day functions of the business.
Mr. Fowler serves as a real estate industry delegate on the Chicago
Federal Reserve Industrial Roundtable (“CFRIR”). The CFRIR provides
vital input to the Federal Reserve’s economic Beige Book. Mr. Fowler
is President and a member of the Board of Directors of the Home
Builders Association of Greater Chicago (“HBAGC”), the local chapter
of the National Homebuilders Association (“NAHB”). Mr. Fowler
previously chaired HBAGC’s influential Government Affairs Committee.back to top
Chad
Robins: President and Chief Operating Officer
Chad
Robins is President and Chief Operating Officer for Connaught Real
Estate Finance. Mr. Robins is responsible for the day to day
management of the Company’s operations as well as execution of the
Company’s strategic vision.
Previously, Mr. Robins was Vice President of
Operations for the Illinois Division of Pulte Homes, focused on
leading the Company’s multi-family development efforts. He led the
Division’s acquisition team for the last 4 years and was responsible
for two of the most successful grand openings in Division history.
In March of 2005, Mr. Robins was selected for Pulte’s Emerging
Leaders program. He was one of 16 individuals selected from 11,000
employees, to train in a full cross section of real estate core
disciplines.
Prior to Pulte, Mr. Robins held the position of vice
president of finance for a metro Chicago developer where he oversaw
the financial analysis of all investment properties, as well as
procured debt and equity financing for the firm’s projects.
Additionally, as head of the firm’s acquisitions department, he led
the ongoing search for new development opportunities, drawing on his
broad finance, business development, and capital transactions
experience. During the 1990s, Mr. Robins helped found Wasserstein
Perella’s San Francisco mergers and acquisitions practice and
launched the West Coast office of a publicly traded healthcare
software company.
A Cornell University graduate, Mr. Robins received
an MBA from the Wharton School at the University of Pennsylvania
with a double major in real estate and finance. While receiving his
MBA, Mr. Robins served as Executive Vice President of the Wharton
Graduate Association. Active in civic affairs, he serves on the
board of trustees for Chair Scholars Foundation, a national
organization dedicated to providing scholarships to physically
challenged students.
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Joseph Angelino:
Chief Financial Officer
Mr. Angelino is Chief Financial Officer of the Investment Manager
and is responsible for the day to day financial operations of the
Investment Manager including accounting, treasury, financial
reporting and loan administration as well as budgeting, forecasting
and originating sources of investment capital.
Mr. Angelino has 12 years of real estate experience. Prior to
joining the Investment Manager, he served five years at Capri
Capital Advisors LLC (“Capri”) as Vice President and Controller,
where he oversaw the accounting, treasury and financial reporting
for a $2.5 billion mixed portfolio of real estate and mezzanine loan
investments, primarily on behalf of institutional investors. Prior
to Capri, he worked five years in public accounting at both American
Express Tax and Business Services and KPMG, where he supervised the
financial audits of real estate clients.
Mr. Angelino holds a Bachelors degree in Accountancy from the
University of Illinois. He is a Certified Public Accountant in the
state of Illinois and a member of the Illinois CPA Society, the
American Institute of Certified Public Accountants and the National
Council of Real Estate Investment Fiduciaries.
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Jeff
Lindenmeyer: Executive Vice President
Jeff
Lindenmeyer is Executive Vice President and Principal of Land for
Connaught Real Estate Finance. Mr. Lindenmeyer is responsible for
initiating and overseeing opportunities for both residential and
commercial developments, partnering with public and private
homebuilders and commercial developers, and expanding investor
relations.
Previously, Mr. Lindenmeyer worked for Pulte
Homes/Del Webb, the largest homebuilder in the nation and in the
Chicagoland area. In this role, Mr. Lindenmeyer and his team were
responsible for sourcing all residential opportunities in the
northern division of Pulte Homes along with project risk profiling,
contract negotiation, financial structuring, and municipal
entitlement procurement.
In addition to the homebuilding industry, Mr.
Lindenmeyer was also previously active in the office market as an
Associate Vice President at Equis Corporation representing tenants in
their real estate negotations. His clients included Abbott
Laboratories, USG, SBC/Ameritech, American Family Insurance and the
City of Chicago. Mr. Lindenmeyer started off his career in the Finance
Strategy sector of Accenture (Andersen Consulting) assisting clients
in evaluating their business processes and risk profiles, with special
emphasis on supply chain issues. In this role, Mr. Lindenmeyer often
acted as a liason between technical consultants and union
representatives.
Mr. Lindenmeyer graduated from the University of
Illinois with a Bachelor of Science degree in Finance with an emphasis
on Real Estate. Mr. Lindenmeyer earned a full basketball scholarship
to the University and played for both Coach Lou Henson and Coach Lon
Kruger. An active participant in the business community, Mr.
Lindenmeyer currently serves as a board member of the Homebuilders
Association of Greater Chicago (North Central Division) and holds a
real estate broker's license.
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Christopher J. Doherty: Vice President
Christopher
Doherty is a Vice President for the Investment Manager and is
responsible for underwriting opportunities for both residential and
commercial developments.
Mr. Doherty brings over ten years of both
strategic and financial real estate industry experience to the
Investment Manager. Prior to the Investment Manager, he served as
vice president within Mesirow Financial’s Development Services group
specializing in identifying, and evaluating development
opportunities, as well as performing strategic and financial
consulting for some of the firm’s most high profile projects. His
industry specialization includes corporate real estate strategy,
portfolio strategy, cost reduction, and financial analysis.
Prior to
joining Mesirow, Mr. Doherty provided real estate advisory services
as a manager at Deloitte Consulting’s Strategy and Operations Group
where he led and participated in over 75 projects. He has had
significant experience performing varied types of financial analyses
for both corporations and investors, including lease vs. own
decisions, sale-leaseback analyses, and numerous forms of financial
structuring such as synthetic leases, mortgages, developer leases,
credit-tenant leases, etc.
Mr. Doherty received his bachelor’s degree from Cornell University.
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Clete
Bernhardt: Vice President
Mr.
Bernhardt is a Vice President and Senior Underwriter
for Connaught Real Estate Finance, responsible for underwriting
new opportunities on a national level and overseeing the operations
of Connaught Real Estate Finance’s in-depth market research
efforts. Mr. Bernhardt is also responsible for originating new
investment opportunities in the Southeast Region. Mr. Bernhardt is a native of Northern Virginia, but has
called Central Florida home for the past five years.
A born entrepreneur, Mr. Bernhardt opened an independent record
store in 1983, before the age of twenty-one. By the late 80s, the
Virginia-based business had grown into a three store chain with
mail order operations reaching across the globe. Mr. Bernhardt sold
his company in 1991 to pursue other interests including real estate
investment and finance.
Mr. Bernhardt has more than ten years of real estate experience
in both sales and finance. Before joining Connaught Real Estate
Finance, Mr. Bernhardt worked for CapitalSource Finance as an Associate
focused on the Southeastern region of the United States. He specialized
in originating and underwriting real estate loans for all property
types and was instrumental in the closing of more than $150 million
in both mezzanine and senior loan transactions during his first
eighteen months with the company.
Prior to his experience at CapitalSource, Mr. Bernhardt was an Analyst/Underwriter
covering the Florida and Atlanta markets for CIG International,
LLC (“CIG”), one of the nation's largest independent
real estate mezzanine firms. Mr. Bernhardt graduated from the University
of Oregon in 1993 with a bachelor’s degree in finance and
received a master’s degree in real estate from the University
of Florida in 2002. Mr. Bernhardt is licensed in the state of Florida
as a real estate broker.
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Jamie Dougherty: Vice President
Mr.
Dougherty is Vice President of Connaught Real Estate Finance. Mr.
Dougherty is responsible for originating new investment
opportunities for the firm and establishing relationships with
leading real estate developers, lenders and brokers. Mr. Dougherty
also leads Connaught’s syndication desk.
Prior to joining
Connaught Real Estate Finance, Mr. Dougherty worked for Exclusive
Resorts in New York City. Exclusive Resorts, owned by Steve Case,
Perry Capital and the founders, is the world’s leading luxury
residence club with a real estate portfolio valued at over $1
billon.
Mr. Dougherty earned
his MBA from the Stern School of Business at New York University
with a major in Finance and a specialization in Real Estate. A
graduate of Ohio University, Mr. Dougherty received a BBA in Finance
and was a member of the football team.
Mr. Dougherty
started his career with Horizon Medical Products in Charlotte, North
Carolina. After turning around an underperforming territory, HMP
promoted Mr. Dougherty to Denver to manage the Rocky Mountain
region. Mr. Dougherty was later recruited and joined HealthAxis, a
public healthcare software company in San Francisco. As Director of
Business Development, Mr. Dougherty established channel distribution
partnerships for the retail division and managed strategic projects.
Mr. Dougherty later worked with PHT, a venture capital backed
medical device company, where he managed the direct sales team and
distribution partners.
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Michael
Hackett: Assistant Controller
Michael
Hackett is the Assistant Controller of Connaught Real Estate
Finance. Mr. Hackett responsibilities include supporting the day to
day financial operations of the Investment Manager including
accounting, treasury, financial reporting and loan administration.
Before joining Connaught Real Estate Finance, Mr.
Hackett work for Rosenberg Real Estate Equity Funds (RREEF) serving
as the primary accounting resource for a REIT that totaled over $3.5
billion in assets under management. In addition to the REIT, Mr.
Hackett also performed multiple accounting functions for two
separate funds and various development projects. Prior to joining
RREEF, Mr. Hackett furthered his real estate accounting knowledge
while working at Equity Office Properties Trust, Equity Residential
Properties Trust and Prime Group Realty Trust focusing on property
accounting, financial reporting, tenant audits and SEC reporting.
Mr. Hackett holds a bachelors degree in
Accountancy and minor in Economics from Bradley University and is a
Certified Public Accountant in the state of Illinois.
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Mark
Lecocq: Assistant Vice President
Mr.
Lecocq is an Assistant Vice President for Connaught Real Estate Finance.
His primary responsibilities include underwriting new investment
opportunities, analyzing real estate markets through out the United
States and assisting in the monitoring of the mezzanine loan
portfolio. Mr. Lecocq graduated from Wheaton College, located in
Wheaton, Illinois, with a bachelor’s degree in Philosophy. He
started his career as a securities broker in Chicago, and previously
worked as an analyst for Geneva Capital Group.
While at Geneva, Mr. Lecocq gained vast
experience in underwriting a diverse list of commercial real estate
projects including: land development; multi-family residential;
office; retail; industrial; hospitality; and entertainment. He also
analyzed projects with various types of financing structures
including: construction loans; mezzanine debt; equity investment;
fixed-rate debt; and equipment leasing. In addition, Mr. Lecocq
assisted in managing a diverse portfolio of real estate debt and in
securing capital for that debt from a variety of sources.
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Jim Dunne:
Real Estate Associate
Jim
Dunne is a Real Estate Associate for Connaught Real Estate Finance.
His primary responsibilities include underwriting new investment
opportunities, analyzing real estate markets throughout the United
States, and utilizing his land development expertise to assist in
the monitoring of the mezzanine loan portfolio.
Mr. Dunne began his career as a design engineer
for the Burke Group, one of the largest design firms in the Chicago
area. In this role, he facilitated the design of residential
development projects (multi-family and single-family), commercial
development and industrial development. Subsequently Mr. Dunne ran
land development in Northern Illinois for Pulte Homes/Del Webb, the
largest home builder in the nation and the Chicagoland area. In this
role, Mr. Dunne and his team were responsible for the land
development, contract negotiation, financial structuring, budget
management, and entitlement procurement of 2700 units on 17
different projects consisting of over $225 million in assets. These
projects ranged from dense, multi-family communities to large scale
highly amenitized active adult communities. Mr. Dunne has the
distinction of developing the two most successful grand openings in
Division history.
A Purdue University graduate, Mr. Dunne earned his bachelor’s degree
in Civil Engineering. Mr. Dunne is also an active participant in the
business community as a member of the Home Builders Association of
Greater Chicago and the Urban Land Institute.
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Evelyn
Vela: Staff Accountant
Evelyn
Vela is a Staff Accountant for the Investment Manager. Ms. Vela is
responsible for assisting the Controller in the day to day
accounting activities, loan administration, treasury and financial
reporting.
Ms. Vela recently graduated from DePaul University with a Bachelors
of Science in Accounting and Finance. Prior to joining Connaught
Real Estate Finance LLC, Ms. Vela served as an Accounting Intern for
Near North National Title.
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Joseph Scoby, Inc.: Strategic Advisor
Joseph Scoby, Inc. is an investment vehicle owned and controlled by
Joe Scoby, which serves as strategic advisor to the Principals of the
Investment Manager. Mr. Scoby is also Group Chief Risk Officer for UBS
and a Member of the UBS Group Executive Board. Prior to his current
position, Mr. Scoby was Global Head of Alternative and Quantitative
Investments (A&Q), the hedge fund platform within UBS Global Asset
Management which has approximately $70 billion USD assets under
management. He was also Chief Investment Officer of O’Connor, a $10
billion hedge fund within A&Q. Previously, Mr. Scoby was Joint Head of
US Equities at UBS Investment Bank, with responsibility for
approximately 650 employees. Mr. Scoby began his career with O’Connor
& Associates in 1987, which in 1991 became part of the then Swiss Bank
Corporation. Mr. Scoby became a Managing Director in 1993. Mr. Scoby
has been a significant investor in several real estate projects,
including a $130 million land development in Chicago, Illinois.
Mr. Scoby received both an MA in Regional Science and a BS in
Economics (Wharton) from the University of Pennsylvania with honors in
1987.
Mr. Scoby serves on the Wharton Undergraduate Executive Board, the
Board of the Children’s Memorial Foundation in Chicago and the Board
of Chicago’s After School Matters. Mr. Scoby also founded the St.
Joseph’s club which serves meals to immigrant families in Chicago.
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