Michael L. Meyer
Michael L. Meyer retired as managing partner of the E & Y Kenneth Leventhal Real Estate Group of Ernst & Young LLP (EYKL) Orange County Office on September 30, 1998. Having started with Kenneth Leventhal & Company in Los Angeles in 1963, Mr. Meyer has been active in the Southern California and national real estate industry for more than 40 years. He was a key partner in growing the firm to become the largest group of real estate accounting and consulting professionals in the nation.
Mr. Meyer and partners have invested in shopping centers, office and industrial buildings, multi-family projects, residential tract and condominium developments, mortgages, public storage properties and land developments. He also was a member of two entities that acquired Japanese non-performing real estate bank loans and an office building in Japan.
For outstanding achievements in the real estate industry and community, Mr. Meyer was inducted into the California Building Industry Foundation Hall of Fame in June 1999. He was named the 1999 Chapman University Distinguished Research Awardee, and he was the 1998 recipient of the University of California Irvine (UCI) Graduate School of Management Real Estate Program Lifetime Achievement Award. Mr. Meyer has been honored by the United Way (Alexis de Tocqueville Society Award) and City of Hope (Spirit of Life Award). He and his wife Nancy received the Humanitarian Award by the British American Business Council in 2005 and they are members of the United Way Tocqueville National Society.
Mr. Meyer is a board member of Opus Bank, KBS Legacy Partners Apartment REIT, KBS Strategic Opportunity REIT and founder and board member emeritus of the Orange County Forum. He was previously a director of City National Corporation and City National Bank, William Lyon Homes, Paladin Realty Income Properties, the Building Industry Alliance Foundation; chair of the United Way’s Alexis de Tocqueville Society; chair of the advisory board of the real estate program and current executive advisory board member of the UCI Paul Merage Graduate School of Business-Center for Real Estate; Associate of the USC Lusk Center for Real Estate and trustee of South Coast Repertory Theatre. He also is a member of the Urban Land Institute (ULI), and American Institute and California Society of Certified Public Accountants (CPA).
He is a native of Omaha, Neb., and graduate of the University of Iowa. A resident of Laguna Beach, Mr. Meyer and his wife have four children and three grandsons.
Chief Executive Officer
Mr. Philips is a co-founder of TwinRock and is responsible for the overall strategic direction of the firm’s investment strategy including the development of new investment opportunities, portfolio management and the company’s operations. Prior to forming TwinRock Partners, Mr. Philips was employed with GE Capital as a Director in the North American Equity Investments group. He was an inaugural member of the GE Real Estate Associate Relationship Manager Training Program and the youngest member promoted to Director in the North American Equity Investments group.
Prior to joining GE Mr. Philips was employed at Professional Real Estate Services (PRES) as a Senior Associate in the Acquisition & Investments team, with a primary focus on office and industrial properties as well as multi-family and retail. He was responsible for pursuing new investment opportunities, return and valuation analysis, contract negotiations, due diligence coordination, market analysis, investor relations, and debt financing.
Prior to moving to the west coast he worked in New York for Aareal Bank AG as a Senior Financial Analyst, where he underwrote over $750 million of multi-family, office, retail, hotel and other real estate assets. Mr. Philips also spent nearly four years at Goldman Sachs as an Intermediate Analyst and Donaldson Lufkin & Jenrette as an Analyst in Wealth Management Services, where he successfully obtained the NASD – Series 7, 24, & 63 Licenses.
Mr. Philips received a Bachelor of Arts Degree from State University of New York at Albany and has a Master’s in Business Administration from Pepperdine University with advanced study of international business at Hong Kong University of Science and Technology (HKST) in Hong Kong, China and Austral University (IAE) in Buenos Aires, Argentina. He is a licensed broker in the State of California and has had professional affiliations with the National Association of Industrial and Office Properties (NAIOP) and Urban Land Institute (ULI).
A native of New York, Alex lives with his wife, Jennifer, and their two children in Newport Beach.
Mr. Shaikh is a co-founder of TwinRock Capital and is responsible for the selection, portfolio management and research of the fund’s strategy.
Prior to founding TwinRock Capital, Mr. Shaikh worked for over 20 years in senior investment and advisory roles at major financial firms in London, New York and San Francisco, principally in the areas of leveraged finance and bond and credit investment, trading and research. Mr. Shaikh has been an Institutional Investor #1 ranked high-yield bond analyst, and for many years has been listed among the top five analysts ranked by European investors.
Mr. Shaikh was a founding member of the leverage finance business at BNP Paribas in 2000, where he was a Managing Director and Head of High Yield Research based in London. Mr. Shaikh’s group was responsible for investment analysis throughout the $350bn European high yield bond and loan markets. As a Supervisory Analyst, he oversaw the publication of investment and trading recommendations on securities to institutional investors and trading desks across every market sector, including Media/Telecom, Energy, Chemicals, Manufacturing, Consumer Services, Retail and Automotive. Mr. Shaikh’s day-to-day interaction with clients included the most active and recognizable institutional investors in the credit markets, including multi-billion dollar hedge and distressed funds and long-only fixed income managers.
After his tenure at BNP Paribas, Mr. Shaikh joined Goldman Sachs in London in 2006 where he was responsible for the firm’s high-yield credit research group and managed over $150m in proprietary high-yield investments in Goldman Sachs’ European credit trading division. Mr. Shaikh was responsible for cash bond, loan and synthetic (credit default swaps, equity derivatives) positions in the capital structures of a variety of corporate issuers in jurisdictions including Europe, Middle East, Africa and the Americas.
In addition to his experience in leveraged finance and fixed income investing, Mr. Shaikh was an equity analyst at Dresdner and West LB banks and a corporate finance/mergers associate at Nesbitt Burns, as well as management consultant for several years. Mr. Shaikh received his Bachelor of Arts from the University of Pennsylvania and an MBA from INSEAD. He has appeared as a guest speaker on CNBC, Bloomberg Television, BBC News and in a number of other prominent media outlets, publications and industry forums.
Housing Fund Advisors
Housing Fund Advisor
Max L. Gardner is the President and CEO of Orange County United Way (OCUW). A former OCUW Board member and Tocqueville Society Co-Chair, Mr. Gardner was appointed President and CEO in July 2011.
Prior to joining OCUW, Mr. Gardner was President of Irvine Company Apartment Communities, a wholly owned subsidiary of The Irvine Company. In this role, Mr. Gardner was responsible for all aspects of the company business including development, construction, acquisitions, property management, and finance. Mr. Gardner retired from the Irvine Company in July of 2010 after 11 years of service.
Housing Fund Advisor
Joe Hanauer, as principal of Combined Investments, LLC, directs investments in real estate and related businesses. He is also Chairman of the Board of Move, Inc., operator of Realtor.com (NASDAQ “MOVE”), and other leading residential real estate internet sites.
Mr. Hanauer was also Chairman and CEO of Coldwell Banker Residential Real Estate, where he was responsible for developing residential brokerage, franchising, and mortgage-related business. Among other honors, Mr. Hanauer was granted the National Association of Realtors 2010 Distinguished Service Award.
Housing Fund Advisor
Adam Markman serves as the Executive Vice President, Chief Financial Officer and Treasurer of Equity Commonwealth, a publicly traded real estate investment trust.
Before joining Equity Commonwealth, Mr. Markman served as Managing Director of Green Street Advisors, Inc., a Newport Beach, Calif., based real estate research firm. Mr. Markman was a member of Green Street’s Board of Directors, and currently sits on Mark IV Capital’s Board of Directors. He is also is a member of the National Association of Real Estate Investment Trusts (NAREIT) and the Urban Land Institute (ULI).