Ronald Wayne BURKLE Dossier 2 Jul 2021

Total Page:16

File Type:pdf, Size:1020Kb

Ronald Wayne BURKLE Dossier 2 Jul 2021 Ronald Wayne BURKLE Dossier 2 Jul 2021 The materials herein are solely for member's internal business purposes to assist in the acquisition and retention of member's clients (i.e. permitted purpose). Except as required by the law, member will not reveal these materials to any person or entity whose data is contained herein or to persons acting on their behalf. To the maximum extent permitted by law, Wealth-X excludes and disclaims all conditions, terms, representations and warranties relating to the subject matter hereof, whether express or implied, including the implied warranties of satisfactory quality and fitness for a particular purpose. While every attempt is taken to ensure that these materials are kept up to date, Wealth-X cannot guarantee that information contained in them in relation to any person or entity will not have changed or be correct. Ronald Wayne BURKLE Primary Position Managing Partner Source Self-Made Primary Company The Yucaipa Companies Age 68 Estimated Net Worth At least $2.1 billion Birthday 12 Nov 1952 Estimated Liquid Assets At least $1.7 billion Marital Status Divorced Estimated Household Wealth - Religion Unknown Estimated Household Liquid Alternate Names Ron Burkle Assets Estimated Family's Net Worth Estimated Family's Liquid Assets Wealth Trend Majority of fortune fluctuates with the broad equity and bond markets; remainder fluctuates with the performance of Pittsburgh Penguins and The Yucaipa Companies. Residences London, Greater London, United Kingdom Beverly Hills, California, United States Oak Glen, California, United States Yucaipa, California, United States Los Olivos, California, United States Hometown Pomona, California, United States Biography American businessman; studied dentistry at California State Polytechnic University, a Pomona, California-based public polytechnic university, but never graduated. Reportedly started his career at the age of 13, as a box boy at Stater Bros grocery store, where he managed to save then about $3,000, which he invested in the stock market. Burkle later became an Executive Vice President at Stater Bros. Markets, a San Bernardino, California-based supermarket chain, but lost his job after an undervalued bid to take over the company. In 1986, founded The Yucaipa Companies, a Los Angeles, California-based private equity firm, where he serves as the Managing Partner. In 2010, co-founded A-Grade Investments, a Los Angeles, California-based venture capital firm. In addition, Burkle is an investor of Sacramento Republic, a Sacramento, California-based professional soccer team and a co-owner of Pittsburgh Penguins, a Pittsburgh, Pennsylvania-based professional ice hockey team competing in the National Hockey League (NHL). Moreover, Burkle serves as a Director Emeritus of The Music Center, a Los Angeles, California-based performing arts center, an Emeritus Trustee of the John F. Kennedy Center for the Performing Arts, a Washington, D.C.-based performing arts center and a multi-dimensional facility, and a Co-chairman of the UCLA Burkle Center for International Relations at the University of California, Los Angeles (UCLA), a Los Angeles, California-based public research university. He also sits on the Board of Directors of Scripps Research, a La Jolla, California-based medical research facility, serves as a Trustee of APLA Health & Wellness (APLA Health), and is a Member of the Executive Team of the California Breast Cancer Research Program at the University of California. In addition, he serves as the CEO, President and Director of the Ronald W Burkle Foundation, a Los Angeles, California-based private foundation. Divorced with three children; in January 2020, his youngest son died. Burkle appears to divide his time between London, England, Beverly Hills, California, Oak Glen, California and Yucaipa, California. Career History Company Type Position Held Year Year Remarks Started Ended Munchery Private Company Chairman 2016 2019 United States-based private company; served as the Chairman. A-Grade Investments Private Company Founder 2010 Los Angeles, California-based venture capital firm; Burkle is a co-founder. Company Type Position Held Year Year Remarks Started Ended Americold Realty Trust Public Company Trustee 2010 2019 United States-based private company; served as a Trustee. Current TV Private Company Director 2004 San Francisco, California-based television channel, operating until 2013; sat on the Board of Directors. Yahoo! Private Company Director 2001 2010 Sunnyvale, California-based web services provider; sat on the Board of Directors. Altaba Private Company Director 2001 2010 United States-based public company; served as an Independent Director. Kaufman & Broad Public Company Board Member 2000 Neuilly-sur-Seine, France-based real estate company; sat on the Board. Pittsburgh Penguins Private Company Co-owner Sep 1999 Pittsburgh, Pennsylvania-based professional ice hockey team competing in the National Hockey League (NHL); Burkle is a co-owner. Occidental Petroleum Public Company Director 1999 2010 Houston, Texas-based oil and gas Corporation exploration and production company; sat on the Board of Directors. Cyrk Private Company Chairman 1999 2001 United States-based private company; served as the Chairman. Golden State Foods Private Company Chairman 1998 Irvine, California-based foodservice company; served as the Chairman. KB Home Public Company Director 1995 2010 United States-based public company; served as an Independent Director. Smitty's Supervalue Private Company Chairman 1994 1996 United States-based private company; served as the Chairman. The Yucaipa Companies Private Company Managing Partner 1986 Los Angeles, California-based private equity firm; serves as the Managing Partner. Yucaipa Corporate Initiatives Private Company Managing Partner 1986 United States-based private company; Fund II serves as a Managing Partner. Yucaipa Corporate Initiatives Private Company Managing Partner 1986 United States-based private company; Fund I serves as a Managing Partner. Yucaipa American Alliance Private Company Managing Partner 1986 United States-based private company; Fund II serves as a Managing Partner. Yucaipa American Alliance Private Company Managing Partner 1986 United States-based private company; Fund I serves as a Managing Partner. Morgans Hotel Group Private Company Shareholder New York, New York-based global hospitality company that owned and operated boutique hotels, acquired by the SBE Entertainment Group in 2016; Burkle was a shareholder. Stater Bros. Markets Private Company Executive Vice San Bernardino, California-based President supermarket chain; served as an Executive Vice President. Safeway Private Company Chairman and CEO Pleasanton, California-based supermarket chain; served as the Chairman and CEO of a subsidiary, Dominick's Finer Foods. Company Type Position Held Year Year Remarks Started Ended The Kroger Company Public Company Director Cincinnati, Ohio-based group of companies providing food products; served as the Chairman of several brands of the company, including Smith's Food & Drug Centers, Fred Meyer, Food 4 Less and Ralphs. Alliance Entertainment Private Company Chairman Sunrise, Florida-headquartered distributor of music, movies and game software; served as the Chairman. Barnes & Noble Public Company Investor New York, New York-based bookseller; Burkle was an investor. Relativity Media Private Company Director Los Angeles, California-based media company engaged in content production and distribution; served as the Chairman of Relativity Sports, later renamed as Independent Sports and Entertainment (ISE). Sacramento Republic Private Company Investor Sacramento, California-based professional soccer team; Burkle was an investor. Yucaipa Equity Partners Private Company Director United States-based private company; serves as a Director. Small Business Administration Government Council Member United States-based government agency; (SBA) served as a Council Member. Inevitable Ventures Private Company Partner United States-based private company; serves as a Partner. Wealth Analysis Estimated Net Worth At least $2.1 billion Liquid Estimate At least $1.7 billion List of Assets Class Value Remarks Alternative Assets At least $45 million Estimated value of Harold Lloyd Estate in Beverly Hills, California. Alternative Assets At least $20 million Estimated value of 1991 Boeing 757-200 business jet. Alternative Assets At least $330 million Estimated value of stake in ice-hockey team, Pittsburgh Penguins. Alternative Assets At least $2 million Estimated value of house in Oak Glen, California. Alternative Assets At least $200,000 Estimated value of property in Yucaipa, Harold Lloyd Estate in Beverly Hills, California (2.09 %) California. 1991 Boeing 757-200 business jet (0.93 %) Ice-hockey team Pittsburgh Penguins. (15.36 %) Alternative Assets At least $80,000 Estimated value of property in Yucaipa, House in Oak Glen, California (0.09 %) California. Property in Yucaipa, California (0.01 %) Property in Yucaipa, California (0 %) Alternative Assets At least $30,000 Estimated value of property in Yucaipa, Property in Yucaipa, California (0 %) California. Neverland Ranch in Los Olivos, California (0.93 %) Cash and Others (79.13 %) Alternative Assets At least $20 million Estimated value of Neverland Ranch in Los The Yucaipa Companies (1.4 %) Olivos, California. A-Grade Investments (0.05 %) Cash & Others At least $1.7 billion Estimated value of proceeds from previous salaries, bonuses, investments, dividends, and stock transactions. Private
Recommended publications
  • Yucaipa Companies
    YUCAIPA COMPANIES: “POSTER CHILD FOR THE ILLS OF POLITICAL DONATIONS AND BUSINESS” Yucaipa is a holding company that invests across a wide range of industries—from groceries to logistics to magazine distribution. Ronald Burkle, chairman of Yucaipa, has been a multi-million fundraiser and donor for Bill and Hillary Clinton and in Bill Clinton’s post-presidency, Burkle has emerged as a close friend and rain- maker for the Clintons – and the friendship has been prosperous for both. “The mainstream business press beats up on [Burkle], essentially for buying access and influence among politicians and leaders of the pension funds that invest with him (FORBES included). ‘I basically became the poster child for the ills of political donations and business. It’s preposterous!’ Burkle protests.” [Forbes, 12/11/06] BILL CLINTON AND YUCAIPA 2006: Bill Clinton Has Guaranteed Payments “Over $1,000” From Yucaipa And Has Invested In Several Yucaipa Funds. Hillary’s financial disclosure report indicates that Bill Clinton has “over $1,000” in guaranteed payments from Yucaipa Global Holdings. Because the Clintons are not required to report the actual amount or any range of income that is more specific than “over $1,000” we do not know how much Bill has been compen- sated. Through WJC International Investments GP, Bill Clinton invests in Yucaipa Global Holdings and Yu- caipa Global Partnership. The Yucaipa Global Partnership Fund “invests in securities of corporations that con- duct significant operations in foreign countries.” Clinton reported interest income between $201-$1,000 from Yucaipa Global Holdings and between $1,001-$2,500 from Yucaipa Global Partnership Fund.
    [Show full text]
  • Software Captures Tax Deductions for Energy-Efficient Building Design
    “At alliantgroup, we use the same modeling software as the IRS uses to calculate energy tax savings to ensure every claim we make is done in line with standard IRS procedure,” said Linda McCluskey, alliantgroup managing director of energy credits and incentives. “The development of epFace further ensures we are providing the most accurate and specific calculations possible in identifying and optimizing tax deductions for our clients.” Software Captures Tax Deductions for Energy-Efficient Building Design Enables clients to claim tax deductions offered through Section 179D By alliantgroup, LP JUNE 17, 2015 alliantgroup has announced the release of a new proprietary software interface, epFace, which allows it to optimize modeling calculations for energy-efficiency-based tax deductions. The company works with firms to help them claim tax deductions for their design work on government-owned buildings that meet energy-efficient standards under the law. The epFace software allows for accurate and specific calculations while capturing the federal tax deduction established in Section 179D, The Energy-Efficient Commercial Building Deduction. “alliantgroup is the only tax consultant out there using this kind of software to capture tax deductions based on energy efficiency,” said Rizwan Virani, alliantgroup senior managing director. “This sort of state-of-the-art modeling technology is typically reserved for basic or academic research. However, our investment has already started to positively impact business results for our clients.” The epFace interface works hand-in-hand with EnergyPlus, the U.S. Department of Energy’s (DOE’s) open-source modeling software used to simulate energy and water usage in buildings. “We created an easy-to-learn, easy-to-teach interface for the EnergyPlus modeling program,” said Virani.
    [Show full text]
  • Alliantgroup Joins ACT-IAC, the Premier Public- Private Partnership in the Government Technology Community
    alliantgroup Joins ACT-IAC, The Premier Public- Private Partnership in the Government Technology Community Houston, TX [Oct. 06, 2017] alliantgroup, the nation’s public and private sectors. We cannot wait to collaborate foremost provider of specialty tax services, has joined the with ACT-IAC members to help government agencies achieve American Council for Technology and Industry Advisory their mission.” Council (ACT-IAC) as a Corporate Member. “We’re delighted to welcome alliantgroup as a new member. ACT-IAC is a volunteer association formed on the idea that collaboration with industry and government can create a more alliantgroup is a leading tax consultancy that assists industry effective and efficient government through the application of organizations, U.S. businesses and their CPA advisors in technology. With the support of our members, we hope that properly identifying and correctly claiming federal and state we can continue to pursue this mission. We look forward to tax incentives. To date, the firm has helped 12,000 American alliantgroup supporting this goal,” said Ken Allen, Executive companies claim more than $6 billion in tax incentives. Director, ACT-IAC. alliantgroup is headquartered in Houston and has offices ACT-IAC is a non-profit educational and training organization nationwide, including in New York, Chicago, Indianapolis, established to improve government through the effective Boston, Irvine, Sacramento, Orlando and Washington, D.C. and innovative application of technology. The organization For more information on alliantgroup and our tax consulting is the premier public-private partnership in the government services, please contact Jennifer Groff at (713) 552-5657 technology community and provides a trusted forum where or email [email protected].
    [Show full text]
  • Salaries by Industry Healthcare
    UNIVERSITY OF PENNSYLVANIA Post-Graduation Industry Report Undergraduate Class of 2018 Communications Legal Services Advertising/Public Relations | Media/Entertainment | Publishing/Printing Manufacturing Consulting Aerospace | Automotive | Biomedical Products/Pharmaceuticals | Chemicals/Gases | Computer Products - Hardware | Consumer Products | Education Electronics/Robotics Elementary/Secondary Education | Higher Education | Research Labs/Centers Nonprofit - Higher Education Cultural Institutions/Arts and Cultural Affairs | Public Interest/Advocacy | Financial Services Social Services Diversified Financial Services (including commercial/retail banking) | Hedge Real Estate/Construction Fund | Investment Banking / Brokerage | Investment Management/Counsel | Private Equity | Venture Capital Retail/Wholesale Government Technology Federal Government | State Government | U.S. National Laboratories Salaries by Industry Healthcare Community/Public Health Center | For-Profit/Private Health Care Provider | Salaries by Job Function Hospital 2018 POST-GRADUATION INDUSTRY REPORT Communications Median Starting Salary 84 responses $51,350 When They Accepted Their Offer 55 responses 22% 15% 11% 9% 11% 5% 7% 7% 5% 2% 2% 2% 2% Aug or Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep or Earlier Later 2017 2018 How They Got Their Offer Industry Breakdown 38 responses 84 responses Publishing/ Applied Directly 21% Printing Penn Contact (Professor, Advisor, etc.) 21% 4% Previous Employer (through OCR) 13% On Campus Recruiting (OCR) 13% Advertising/ 36% Public
    [Show full text]
  • Morgans Hotel Group Co. Form 10-K/A Annual Report Filed 2013-10
    SECURITIES AND EXCHANGE COMMISSION FORM 10-K/A Annual report pursuant to section 13 and 15(d) [amend] Filing Date: 2013-10-02 | Period of Report: 2012-12-31 SEC Accession No. 0001193125-13-387531 (HTML Version on secdatabase.com) FILER Morgans Hotel Group Co. Mailing Address Business Address 475 TENTH AVENUE 475 TENTH AVENUE CIK:1342126| IRS No.: 161736884 | State of Incorp.:DE | Fiscal Year End: 1231 NEW YORK NY 10018 NEW YORK NY 10018 Type: 10-K/A | Act: 34 | File No.: 001-33738 | Film No.: 131128139 212-277-4100 SIC: 7011 Hotels & motels Copyright © 2013 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K/A Amendment No. 2 (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2012 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-33738 Morgans Hotel Group Co. (Exact name of registrant as specified in its charter) Delaware 16-1736884 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 475 Tenth Avenue New York, New York 10018 (Address of principal executive offices) (Zip Code) (212) 277-4100 (Registrants telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of Each Class Name of Each Exchange on Which Registered Common Stock, $0.01 par value The NASDAQ Stock Market LLC Securities registered pursuant to Section 12(g) of the Act: None Copyright © 2013 www.secdatabase.com.
    [Show full text]
  • Finance Forum Notes 2017
    Finance Forum Notes 2017 INDOT and Record Retention Audit backlog: According to a 2015 ACEC INDOT Audit Meeting, Mark Ratliff reported that INDOT was only looking as far back as projects that finished construction in 2011, and new tracking system improved the backlog. Salary Survey ACEC Indiana’s 2017 Survey Results are available for purchase at: https://aceindiana.site- ym.com/store/ViewProduct.aspx?id=9167559 Please be sure to see if your firm is listed on that webpage for participating. If your firm participated, you receive the survey results free of charge. The Owens Group, ACEC Indiana’s consultant for the survey, does produce other ACEC association surveys for the following states. Anyone interested in purchasing them should contact the individual state association directly. Arizona does not offer the survey report for purchase, only to participating members. Colorado and Utah’s surveys are conducted in the Fall. The Owens Group is just about ready to release their reports. ACEC Arizona ACEC California ACEC Colorado ACEC Nebraska ACEC Utah Incentive Compensation Plans Somerset suggests utilizing “spot bonuses” rather than an annual/ holiday bonus that becomes assumed by employees. Owners should tailor messages for different management/ employee levels and address their employees on the firm’s success/ financial status. Use of surveys, KPIs were discussed as metrics for assigning bonuses. Regarding the “War on Talent,” Somerset suggests considering a “Deferred Compensation Plan.” This allows for firms to keep talent around and grooms employees to invest in the company for potential future ownership opportunities. Companies can identify which employees they want to select for deferred compensation and act upon it to their own schedule (outside of an annual review/ bonus structure.) 179D Deduction Somerset has a quick video about 179D online at: http://somersetcpas.com/industry- expertise/architecture-engineering/ as well as some other informational videos.
    [Show full text]
  • Open Formatted Thesis.Pdf
    THE PENNSYLVANIA STATE UNIVERSITY SCHREYER HONORS COLLEGE DEPARTMENT OF SUPPLY CHAIN AND INFORMATION SYSTEMS THE RISE AND FALL OF TESCO IN THE UNITED STATES ERIKA VEISZLEMLEIN FALL 2018 A thesis submitted in partial fulfillment of the requirements for a baccalaureate degree in Supply Chain and Information Systems with honors in Supply Chain and Information Systems Reviewed and approved* by the following: Dr. Robert Novack Associate Professor of Supply Chain and Information Systems Thesis Supervisor Dr. John C. Spychalski Professor Emeritus of Supply Chain Management Honors Adviser * Signatures are on file in the Schreyer Honors College. i ABSTRACT Tesco—an uncommon name in North America, yet one of the largest retailers of our time. With nearly 7000 stores worldwide and 460,000 employees, it is no surprise that Tesco currently holds the title of ninth largest retailer in the world. Founded in 1919 by Jack Cohen, a former member of the Royal Flying Force, Tesco began as nothing more than a small grocery stall run by a twenty-one year old boy. After thirteen years of expansion, Tesco became a private limited company in 1932, followed by the construction of its first headquarters and warehouse, the most modern of its kind in England. The next major milestone materialized following the Second World War, when it became a publically traded company in 1947. By the time Cohen died in 1979, the company’s total sales had reached £1 billion and were to double in the following three years. In 1995 it claimed the title of the UK’s top grocer, a title it continues to hold today.
    [Show full text]
  • Alliantgroup Is Now a National Associate Member of NTMA
    alliantgroup is now a National Associate Member of NTMA Houston, TX [Mar. 9, 2017] alliantgroup, a leading “We look forward to partnering with NTMA and helping tax consultancy and the nation’s premier provider of small-to-medium-sized American manufacturers take government sponsored tax credits and incentives, is advantage of often-overlooked credits and incentives,” proud to announce that it has become a National said Dhaval Jadav, alliantgroup CEO. “By helping these Associate Member of the National Tooling and Machining businesses strengthen their balance sheets, we hope to Association (NTMA). help make them more competitive in an increasingly global marketplace.” Founded in 1943, NTMA is composed of 1,300 small- to-medium-sized American manufacturing companies representing $30 billion in annual sales. NTMA exists to help custom manufacturers achieve profitable growth and business success in a global economy. By partnering with alliantgroup, NTMA is seeking to bring significant value back to its members and has paired with a firm that alliantgroup’s mission is one of education and awareness can help businesses both identify and claim valuable tax – we exist to help industry organizations, U.S. businesses credits and incentives. and the CPA firms that advise them take full advantage of all federal and state tax credits, incentives and “NTMA is excited to have alliantgroup on board as a deductions available. Our government has legislated National Associate,” says Dave Tilstone, President of these powerful incentive programs to help businesses NTMA. “Their expertise on tax policy, especially the R&D grow and successfully compete both in the U.S. and Tax Credit, is incredibly valuable to our members and can abroad.
    [Show full text]
  • John Laco Partner
    John Laco Partner Los Angeles D: +1-213-430-6544 [email protected] John Laco is a seasoned corporate lawyer with 30 years of Admissions experience advising public and private companies and financial investors. Bar Admissions California He works with some of the best-known Southern California companies global private equity and institutional investors along the full investment cycle, from negotiating initial investments and Education acquisitions to subsequent tack-on acquisitions, financings, and Loyola Marymount University, J.D., portfolio company growth counseling. 1992: Loyola Law Review, Editor and John is also a boardroom level counselor who provides C-level Staff Member; Order of the Coif; American Jurisprudence Award, executives, in-house counsel, and boards of directors with Torts/Legal Writing experienced corporate advice on fiduciary duties, corporate University of Notre Dame, B.S.E.E., structuring, stockholder agreements, complex commercial 1987 arrangements and transformative strategic undertakings. Lead Engineer/Manager, Northrop, He offers deep knowledge of business and legal issues in the Reliability Engineering Group, 1987- manufacturing, retail, infrastructure, agriculture, aerospace, and 1989 technology sectors, and is a founding member of O’Melveny’s Water Industry Practice. John leads O’Melveny’s Equity Investment Committee, an internal group managing the investment of more than US$180 million of the firm’s retirement funds. He is the Chair of the O’Melveny Scholarship Program, which provides college scholarships and mentors to fifth graders at LAUSD’s O’Melveny Elementary School, with the goal of encouraging each “O’Melveny Scholar” to succeed academically and pursue a college education. O’Melveny & Myers LLP 1 Experience • Representing Guess?, Inc.
    [Show full text]
  • June 20, 2014 a Bi-Weekly Report from the Coalition of Higher Education Assistance Organizations
    The Torch June 20, 2014 A bi-weekly report from the Coalition of Higher Education Assistance Organizations COHEAO News • COHEAO Kicks Off Grassroots Efforts to Preserve and Improve Perkins Loans With the early stages of HEA reauthorization kicking into full gear, COHEAO launched our grassroots efforts to preserve and improve the Perkins Loan Program this week. • The Discount Deadline for the COHEAO Mid-Year Conference Is Approaching—Sign Up Today! The registration and hotel discount deadline is July 11. There is still time to register and make your reservations at the Grand Hyatt Denver, but with the July 4 holiday on the horizon, the deadline for these significant discounts will be here before you know it. Go ahead and sign up today! Congress • Introduction of HEA Reauthorization in Senate Reportedly Imminent; Alexander and Bennet Introduce Title IV Simplification Bill HELP Committee Chairman Tom Harkin (D-IA) and ranking Republican Lamar Alexander (R-TN) are actively working to reauthorize at least part of the Higher Education Act. • Warren Student Loan ReFi Bill Fails 60-Vote Threshold Sen. Elizabeth Warren’s “Bank on Students Emergency Loan Refinancing Act,” S. 2432, failed to receive the requisite 60 votes for cloture. • Two More Hearings on Student Loans Next Week The Senate will continue examining student loan issues next week. On Tuesday, the Senate Finance Committee will hold a hearing, “Less Student Debt from the Start: What Role Should the Tax System Play?” • Warner, Thune Introduce Bill for Pre-Tax Student Loan Repay on Private Market ReFis Senators Mark Warner (D-VA) and John Thune (R-SD) introduced the Employer Participation in Refinancing Act (S.2429).
    [Show full text]
  • Steven L. Lichtenfeld
    Contact Steven L. Lichtenfeld Partner New York +1.212.969.3735 [email protected] Steven L. Lichtenfeld is co-head of our market-leading Real Estate Capital Markets and Real Estate Finance Groups and a founding member of our Private Equity Real Estate Group. He regularly advises real estate funds, REITs, sovereign wealth funds, institutional lenders, specialty lenders, hedge funds, and pension advisors regarding public offerings and private placements of real estate-related debt and equity securities, real estate-related mergers and acquisitions, real estate preferred equity investments and joint ventures, real estate-related senior and mezzanine financings and other corporate, partnership and limited liability company matters. Steven has been widely recognized as a driving force in the real estate capital markets and finance space during his more than thirty-five year career. He has garnered several prestigious accolades in this area, including receiving a coveted ranking from Chambers USA, which has described him as “a brilliant real estate attorney with experience in many asset classes.” Chambers has also described Steven as “highly analytical and highly strategic” and “encyclopedic in terms of his knowledge” in handling a broad spectrum of public and private debt offerings, M&A, joint venture and other corporate real estate matters. Steven is also recommended for Real Estate and REITs by Legal 500 United States and is consistently recognized as a leading real estate lawyer in Best Lawyers in America and Super Lawyers. Proskauer.com Steven has a unique skill set that allows him to quarterback a broad spectrum of transactions including public REIT offerings (both traded and non-traded), real estate mergers and acquisitions, real estate preferred equity investments and joint ventures and real estate recapitalizations and reorganizations.
    [Show full text]
  • New York City Employees' Retirement System
    THE CITY OF NEW YORK TELEPHONE: (212) 669-8318 OFFICE OF THE COMPTROLLER FAX NUMBER: (212) 815-8503 BUREAU OF ASSET MANAGEMENT WWW.COMPTROLLER.NYC.GOV 1 CENTRE STREET ROOM 736 EMAIL: [email protected] NEW YORK, N.Y. 10007-2341 Scott C. Evans ───────────── Chief Investment Officer SCOTT M. STRINGER COMPTROLLER MEMORANDUM TO: Trustees New York City Police Pension Fund FROM: Scott C. Evans DATE: February 24, 2015 RE: New York City Police Pension Fund Investment Meeting – March 3, 2015 Enclosed is a copy of the public agenda for the March 3, 2015 Investment Meeting. The meeting will be held at the Police Pension Fund, 233 Broadway – 25th Floor; beginning at 10:00am. Please remember to bring your Quarterly Performance Overview book with you to the meeting, it will be mailed to you. If you have questions about any agenda item, please give me a call at 212-669-8318. I:\Investment Strategy\Agendas\AGENDAS -POLICE\03 - March 3, 2015\Memo (Public).doc 1 THE CITY OF NEW YORK OFFICE OF THE COMPTROLLER 1 CENTRE STREET NEW YORK, N.Y. 10007-2341 ───────────── Scott M. Stringer COMPTROLLER NEW YORK CITY POLICE PENSION FUND INVESTMENT MEETING MARCH 3, 2015 2 NEW YORK CITY POLICE PENSION FUND INVESTMENT MEETING MARCH 3, 2015 PUBLIC AGENDA Page I. Performance Reviews: (30 Minutes) • Quarterly Review/Annual Review – December 31, 2014 (To be distributed) 6 • ETI Quarterly Report – December 31, 2014 • Private Equity Quarterly Report – September 30, 2014 12 • Real Assets Quarterly Report – September 30, 2014 43 II. January Monthly Performance Review: (30 Minutes) (Material to be sent under separate cover) --- APPENDICES: • Basket Clause 74 • Liquidity Analysis 76 3 PUBLIC AGENDA 4 I.
    [Show full text]