avery schwartz

investment professional

About

Private Equity and Special Situations Group of Colony Capital. Yale '16

Country

united states

City

san francisco

Industry

investment management

Skill

research, economics, investments, microsoft excel, teamwork, valuation, leadership, social media, public speaking, analysis, event planning, data analysis, powerpoint, microsoft office, microsoft word

Experience

summer intern, acquisitions

colony capital

2013-5 - 2013-7 · 3 mos

associate

colony capital, inc.

2016-9 - 2019-8 · 3 yrs

Private Equity and Special Situations Group

summer intern

marathon asset management

2015-6 - 2015-8 · 3 mos

Worked as an intern in the Real Estate Investing group at this Hedge Fund with $13 Billion AUM. Provided initial investment recommendations on bridge financing requests for transitional properties in the US. Utilized Argus to assist in underwriting a commercial property portfolio with assets in the EU. Assembled reports analyzing the European commercial and residential real estate assets previously purchased by fund.

investment professional

hmi capital llc

2019-9 - Present · 7 yrs 1 mo

summer intern, executive

colony capital

2014-5 - 2014-7 · 3 mos

Worked as an intern in the executive office and on an acquisitions team. Attended meetings with prospective clients and sat in on investment committee meetings with senior management. Assisted with valuations for collateral underlying distressed debt portfolios to support investment decisions. Helped prepare presentations and talking points for the CEO’s public appearances on CNBC.

Education

cate school

department of sociology, lse

Attended the London School of Economics Summer Program."]

yale university

economics

2012-1 - 2016-1 · 4 yrs 1 mo

Awarded a B.A. in Economics with distinction Winner of the Ellington Prize for the top Senior Thesis in Finance Activities and Societies: Yale Men's Soccer Team - (Academic All-Ivy League 2015) Yale Student Investment Group Sigma Nu Fraternity - President (2014-2015)