Management Real Estate
Resume:
Thomas P. Bergin, C.F.A.
Chicago, IL 60657
********@*****.***
Career Experience
National Equity Fund – Chicago, IL January 2013 Present Vice President – Fund Management
Lead a group responsible for the creation and financial management of NEF’s private real estate funds
Helped NEF raise a record amount of investment capital for a six year period from 2009 through 2014
Negotiate favorable terms for NEF in fund Limited Partnership Agreements leading to higher fees and higher NEF net income
Negotiate loan agreements and structure financing for new funds to maximize profitability and deliver competitive funds to the marketplace
Lead NEF ethically by adhering to high standards and developing new policies and practices, such as an Investment Policy Statement for NEF fund reserves
Create new financial models and negotiate deal points on new NEF business lines, including a distressed asset fund launched in 2014 and a Year 15 Fund in 2015 National Equity Fund – Chicago, IL November 2011 – January 2013 Director – Fund Management
Manage and develop three Fund Management group members to ensure continuity in the group and prepare them for a future management role
Present results and future operational goals to NEF’s board of directors, helping to shape NEF strategy
Advise junior group members about industry practices, NEF policies and current business issues by maintaining constant contact with investors and industry players
Provide recommendations to senior management about existing fund operations, current trends, and upcoming issues
Create fund marketing strategy and equity placement goals to expand the business and grow NEF’s investor network
National Equity Fund – Chicago, IL January 2010 – November 2011 Fund Manager
Lead meetings with multiple NEF departments, including accounting, acquisitions, underwriting, construction risk management, asset management and IT to solve problems and respond quickly to investor issues and questions
Structure more complicated fund transactions, such as secondary market purchases and fund sales, ensuring accuracy and maximizing revenues
Actively participate in investor due diligence meetings and calls, including a detailed explanation of NEF funds reserve adequacy and sustainability, presented ten to twenty times per year
National Equity Fund – Chicago, IL January 2008 – January 2010 Senior Investment Analyst
Lead year end reporting process of tax benefits by fund; a detail oriented task performed under a tight time constraint
Analyze the economic impact of changes to benefits and cash flows arising from proposed actions or unforeseen events
Lead NEF’s analytical effort to evaluate project and fund investments using complicated IRR and NPV metrics, often using newly created or one time models
Expanded my knowledge of Excel by learning shortcuts and finding novel ways to track and retrieve pertinent information
National Equity Fund – Chicago, IL February 2007 – January 2008 Investment Analyst
Update and maintain NEFs existing fund models with quarterly capital inflows and outflows, tax benefits and other relevant information, ensuring a high level of accuracy
Respond promptly and accurately to investor requests for fund performance and due diligence information, increasing investor goodwill
Track NEF’s portfolio of bid, secured and closed deals, providing management with a tool to forecast near term cash needs, expected project and fund closings, and anticipated revenues
Review fund level and project level Limited Partnership Agreements to learn how the Funds work and suggest actions to colleagues
Comerica Bank – Detroit, MI May 2003 – February 2007 Underwriting Associate, Credit Specialist
Analyzed customer financial statements and borrowing needs to grow Comerica’s commercial real estate loan portfolio
Presented potential loan and investment opportunities to internal investment committees
Compiled and reconciled financial statements, cash flow analyses and budget projections
Developed industry knowledge of REITS, homebuilders, mortgage lenders and LIHTC credits
Completed Comerica’s Commercial Lending Training Program, plus additional training in accounting for loans, real estate appraisals and evaluations, and building customer relationships
Education
Michigan State University – East Lansing, MI August 1997 – December 2001 Bachelor of Arts in Finance
Awards, Affiliations and Skills
CFA Charterholder since 2010
Board Member Sideshow Theater Company
Member – CFA Society of Chicago
Participant in Chicago Arts & Business Council Fall 2014 On BOARD program
Member – Chicago Council of Global Affairs
Member – NEF 401 K Committee
Member – Beta Theta PI – Michigan State University
Excellent oral, written and public speaking communication skills
Proficient in Microsoft Office
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