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Jesse Stein

Jesse Stein

New York, NY, United States
Member since December 21, 2016
Jesse is the chief investment officer of compound asset management, a technology-enabled real estate asset management platform. He has more than 15 years as an entrepreneur and financial professional with experience in transaction management, data analysis, platform-building, the preparation of business plans and marketing materials, and capital raising. He enjoys freelancing as it allows him to get involved in a variety of exciting projects.
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Career Highlights
Education
Case studies
Industry Expertise
  • Capital Markets
  • Commercial Real Estate
  • Real Estate
  • Venture Capital
Other Expertise
  • Equity Research
  • Financial Modeling
  • Market Research
  • Structured Finance
Employment
  • Chief Investment Officer
    2018 - PRESENT
    Compound Asset Management
    • Created and structured unique real estate funds.
    • Built a data strategy and analysis platform.
    • Analyzed real estate investment opportunities.
    • Developed investment strategies.
    Focus areas: Data Analysis, Finance Strategy, Financial Technology, Financial Engineering, Capital Structure, Investment Memoranda
  • President
    2016 - 2018
    Commencement Capital
    • Structured a $50 million public offering for a real estate investment platform.
    • Prepared a fundraising package for a startup financial services company.
    • Developed a financial model for an insurance business.
    • Advised on fundraising through a $25 million public offering.
    • Consulted on a business plan for a development stage company.
    Focus areas: Data Analysis, Capital Structure Analysis, Financial Modeling, Fundraising, Revenue & Expense Projections, Market Research, Business Plan Development, Real Estate
  • Chief Operating Officer
    2012 - 2016
    ETRE Financial
    • Devised a unique legal structure to enable efficiencies and economies of scale.
    • Prepared and negotiated complex transaction structures.
    • Managed the IPO process for a $175 million offering and a $55 million offering.
    • Established a syndicate of more than 25 investment banks and broker dealers for a securities offering.
    • Designed and developed a web-based order management system for real estate securities.
    • Created a family of indexes using a smart-beta methodology and public data which subsequently co-branded with Nasdaq.
    Focus areas: Capital Structure Analysis, Market Research, Business Plan Development, Financial Modeling, Angel/Seed Funding, Investor Communications
  • Executive Vice President
    2011 - 2013
    United Realty Partners
    • Sourced investment opportunities for a public real estate company.
    • Prepared complex financial models.
    • Authored investment committee memorandums.
    • Spearheaded due diligence efforts on firm acquisitions.
    • Managed capital raising efforts for debt transactions.
    Focus areas: Data Analysis, Capital Structure Analysis, Financial Modeling, Market Research
  • Managing Director
    2005 - 2008
    Multi Capital Group
    • Raised more than $500 million of debt capital for a wide range of clients.
    • Prepared offering memorandums for capital raises.
    • Developed financial models for firm use.
    • Managed multiple equity raising campaigns on behalf of clients.
    • Established and maintained relationships with dozens of debt capital providers.
    Focus areas: Market Research, Financial Modeling, Fundraising
Education
  • Master's degree in Real Estate
    2005 - 2006
    New York University - New York, NY, USA
  • Bachelor's degree in Industrial & Labor Relations
    1996 - 2000
    Cornell University - Ithaca, NY, USA
  • Diploma in General Studies
    1992 - 1996
    Stuyvesant High School - New York, NY, USA
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