More

    Tag: asset management

    Daryl R. Krivanec: Navigating Real Estate with Integrity and Vision

    After nearly four decades in the real estate industry, I’m proud to share a comprehensive look at my professional journey. From asset management and property operations to industry leadership and public speaking, I’ve strived to make a meaningful impact while always doing what’s right for the cause. Here is my biography.

    Dawn Arrabito | Senior Real Estate Strategist | Asset Management Leader | Commercial Leasing Expert

    Dawn Arrabito is a dynamic and results-driven commercial real estate executive with more than two decades of experience leading strategic portfolio planning, lease negotiations, and asset optimization initiatives across North America. Known for her integrity, operational expertise, and collaborative leadership style, Dawn has worked with some of the industry’s most prominent organizations, including John Hancock, Wyndham Worldwide, and Onyx Equities. Her ability to align real estate strategy with broader corporate goals, while fostering strong tenant and stakeholder relationships, makes her a highly effective leader in complex, multi-tenant environments. Dawn’s impact extends beyond operations—she is also a champion for veterans in the workplace and an advocate for community-based real estate development.

    Chris Houden: Strategic Real Estate Visionary and Multifamily Investment Leader

    Chris Houden is a visionary real estate executive with a proven ability to lead and grow high-performing investment platforms in the multifamily and student housing sectors. As Managing Partner of Willow Partners and Palisade Property Management, he drives strategic development, capital deployment, and operational excellence across a portfolio exceeding \$400 million in assets. Known for his disciplined execution and innovative thinking, Chris has advised on and managed over \$175 million in complex transactions while building a vertically integrated firm that outperforms market benchmarks. His leadership reflects a deep commitment to value creation, strategic foresight, and long-term stewardship.

    Sherri Combs: Transformational Leader in Financial Services, Operations, and Community Impact

    Sherri Combs is a transformational leader with a proven track record of driving growth, streamlining operations, and leading organizations through complex regulatory and system changes. With deep expertise across financial services, project management, and operations, she has consistently delivered measurable results—whether launching new markets, managing multimillion-dollar portfolios, or revitalizing underperforming business units. Known for her strategic mindset, strong relationship-building skills, and commitment to community impact, Sherri blends innovation with integrity to create sustainable success across every initiative she leads.

    Lonnie D. Homenuk, RPA, B.Comm. | Global Real Estate Strategist | Nonprofit Leader | Team Builder with 50 Years of Excellence

    With a five-decade career spanning continents and industries, Lonnie D. Homenuk, RPA, B.Comm., is a seasoned real estate strategist and nonprofit leader known for his integrity, global insight, and team-first approach. From managing multimillion-square-foot portfolios to guiding nonprofit organizations with heart and precision, Lonnie blends operational expertise with a people-centered philosophy. Whether advising international development projects, coaching Olympic-level athletes, or presenting on fundraising and property strategy, he leads with purpose, clarity, and a passion for building lasting value.

    Steve Wolff: Acquisitions Leader & Industrial Real Estate Strategist

    Steve Wolff is a nationally recognized commercial real estate executive with a track record of success spanning more than two decades and $7.8 billion in closed transactions across 36.5 million square feet of industrial and office assets. Known for his strategic insight in the Net Lease and value-add sectors, Steve has consistently delivered results for private equity firms, institutional investors, and developers. He has held senior leadership roles at top firms including Buligo Capital, Spirit Realty Capital, and Westmount Realty Capital, where he spearheaded high-impact acquisitions, portfolio growth, and development projects. A five-time CoStar Top Investor Industrial Advisor, Steve is also deeply committed to mentoring teams, driving collaboration, and contributing to both his profession and community through volunteerism and service.

    John Soukas: Visionary Investment Leader and Champion of Climate Innovation

    John Soukas is a seasoned investment executive with over three decades of experience in global financial markets, hedge fund management, and macroeconomic analysis. As the CEO and Co-Founder of Norfolk Green Ventures, he is pioneering investment opportunities in sustainable solutions like seaweed, which he believes holds transformative potential for addressing global climate challenges. With a proven track record in building and managing successful multi-product, multi-strategy investment platforms, John has led efforts that significantly increased assets under management at Wellington Management, where he served as Partner and Hedge Fund Portfolio Manager. His expertise spans across various sectors, including fixed-income portfolios and alternative investments, underpinned by his deep understanding of risk management and capital allocation. Committed to both financial success and environmental impact, John’s leadership is further demonstrated by his philanthropic support for the Special Forces community, earning him the 2023 Naval Seal Legacy Foundation Patriot Award.

    Joel Volcy: Strategic Financial Services Leader with Global Operational Expertise

    Joel Volcy is a dynamic financial services executive with over 30 years of experience leading global operations across reinsurance, insurance, and capital markets. Known for building high-performing teams and scalable infrastructures, he has successfully executed large-scale acquisitions, implemented cost-effective outsourcing models, and driven operational excellence across complex organizations. With a strategic mindset and a global perspective, Joel has led transformative initiatives in the U.S., Latin America, Canada, Europe, and Asia Pacific, consistently delivering measurable results. His leadership is grounded in innovation, risk management, and service excellence, making him a trusted force in the ever-evolving financial services landscape.

    Brent Jones: Global Investment Leader with Deep Expertise in Fixed Income and Emerging Markets

    Brent Jones, CFA, is a globally respected investment leader with nearly four decades of experience across fixed income and equities in both public and private markets. Known for his strategic foresight and deep technical knowledge, Brent has managed multibillion-dollar portfolios, led global investment teams, and launched high-impact emerging market strategies. His career spans senior roles at GE Asset Management and Citi Private Bank, where he specialized in portfolio management, client strategy, and product innovation. A board member and advisor to several international companies, Brent is equally committed to social impact through his work with nonprofits focused on education and economic empowerment in developing regions.

    William R. Bloom

    I’m excited to share my professional journey, spanning petroleum engineering, economic analysis, entrepreneurship, and thought leadership. From optimizing oil and gas assets to building a business and publishing critical insights, my career has been a dynamic pursuit of strategic problem-solving and independent thinking. Here is my biography.

    Ken Duncan: A Seasoned Financial and Governance Leader.

    With over 30 years of experience in finance, governance, and corporate strategy, I have had the privilege of working with outstanding organizations to drive financial stability and leadership excellence. I am passionate about fostering environments where teams can thrive and implementing best practices at the board level. Here is my biography.

    Josh Feldstein: Strategic Market Data and Financial Services Leader.

    I'm excited to share my professional executive biography, highlighting my 30 years of expertise in financial services, market data, and strategic sourcing. My journey has taken me through leadership roles at global institutions, vendor negotiations, and contributions to industry thought leadership. I’m always looking for ways to drive strategic growth and make an impact on the financial industry.

    Adam S. Plotkin | Executive Leader in Financial Services, Investment Management, and Compliance

    Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

    Brian Valik: Experienced Finance Executive with Expertise in Investment Banking, Capital Markets, and M&A

    With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.

    Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

    Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

    The Role of a COO in Driving Operational Excellence

    The role of the Chief Operating Officer (COO) has evolved significantly, particularly in asset management, where the rapid advancement of technology and shifting client expectations have redefined operational priorities. Once focused primarily on trade reconciliation and reporting, today’s COOs must leverage data analytics, cybersecurity, and automation to enhance efficiency and maintain a competitive edge. They play a crucial role in translating strategic vision into action, optimizing processes, and fostering a culture of accountability and innovation. As businesses increasingly rely on data-driven decision-making, COOs must ensure seamless integration of new technologies while managing risk, regulatory compliance, and financial oversight. This dynamic role demands adaptability, strategic thinking, and strong leadership to drive operational excellence and long-term growth.