Real Estate Analyst

Ian Vincent Yeates

*** ********** *********, #*** ? Jersey City, NJ 07302 ? 610-***-**** ?

****.******@*****.***

Demonstrate a deep knowledge of alternative investment products. Able to

quickly grasp and articulate complex topics. Proven ability to synthesize

copious information to determine key performance drivers and make clear,

appropriate recommendations. Well-developed persuasive and interpersonal

skills; able to interact with individuals at all levels and engage a

variety of audiences. Technically proficient with numerous proprietary and

public software applications including Private i, Capital IQ, Bloomberg, PE

Intelligence, Venture Economics, and SQL.

PROFESSIONAL EXPERIENCE

National Bank of Kuwait " New York 6/2008 - 1/2010

Senior Analyst, National Investors Group

Large Middle Eastern financial institution with assets in excess of $43B

. Managed a $300M investment portfolio partnering with a Senior Director,

and gaining approval from the bank's investment committee.

. Analyzed a broad array of new investment opportunities, conducted legal

due diligence, and performed accounting, reporting, and legal work on

existing investments.

. Evaluated primary private equity funds, secondary investments, and direct

investments.

. Served as observer on the Board of Directors, a firm investment, for a

database marketing company.

. Leveraged proprietary network of professional contacts to source and sell

secondary investments.

. Authored reports on topics of interest to the National Bank of Kuwait's

investment committee.

Hamilton Lane Advisors " Bala Cynwyd 11/2004 - 3/2008

Analyst, Fund Investment Group (6/2006 - 3/2008)

Independent financial institution providing private equity asset management

services to investors worldwide

. Successfully transitioned to the front office from the back office, the

first junior professional in firm to do so.

. Evaluated numerous investments in a number of funds (buyout, venture

capital, mezzanine, real estate, distressed, and energy) resulting in

capital allocations in excess of $6B from clients and the firm.

. Participated in all aspects of the investment process including fund

investment modeling, reference calls, site visits, and created screening

and investment memoranda.

. Developed Hamilton Lane's Excel-based General Partner Rating System to

evaluate mezzanine private equity funds.

. Played an integral role in the development of the firm's Funds Coming to

Market List.

. Participated in the creation of a training program for new investment

team members.

. Collaborated with the firm's Research Department to craft reports on

energy investment opportunities.

. Worked from the firm's London office while evaluating funds in

Scandinavian countries.

Analyst, Monitoring and Reporting Group (11/2004 - 7/2006)

. Co-developed an SQL-based benchmarking model to track historical

investment performance for marketing purposes.

. Performed portfolio investment due diligence for secondary opportunities.

. Managed cash flows for multiple pension fund and endowment accounts, as

well as the firm's dedicated co-investment and secondary funds.

. Gained valuable experience interfacing with client representatives at all

levels.

EDUCATION / PROFESSIONAL AFFILIATIONS

Haub School of Business, St. Joseph's University, Philadelphia, PA

~ BS in Finance, minor in Economics, 2004 ~

CFA Institute " New York Society of Securities Analysts " Juvenile

Diabetes Research Foundation " National Autism Association

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