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

Chief Investment Officer
Compound Asset Management
President
Commencement Capital
Chief Operating Officer
ETRE Financial

Education

Master's degree
New York University
Bachelor's degree
Cornell University

Case studies

Startup Budget
- Microsoft Excel
- Forecasting
- Startups
- Financial Modeling
Offering Circular
- Initial Public Offerings
- Securities
- Capital Raising
- Capital Markets
Road Show Presentation
- Real Estate
- Initial Public Offerings
- Securities
- Investment Banking

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