David A. Helfand
Prior to forming Helix Funds in 2003, Mr. Helfand worked at Equity Office Properties (NYSE:EOP) where he served as Executive Vice President and Chief Investment Officer. During his tenure at Equity Office, Mr. Helfand supervised more than $13 billion of investment activity, including EOP's mergers with Cornerstone Properties and Spieker Properties. Prior to joining Equity Office in 1998, Mr. Helfand served as President and Chief Executive Officer of Equity Lifestyle Properties, Inc. (NYSE: ELS). Until recently, Mr. Helfand has served as a Member of the Board of Directors of ELS. He has also served as a Managing Director of Equity International Properties, a private equity fund sponsored by Samuel Zell, focusing on international real estate investment. Mr. Helfand holds a master's degree from the University of Chicago Graduate School of Business and a bachelor's degree from Northwestern University.
Patrick J. Waite
Prior to joining Helix Funds, Mr. Waite co-founded Continental Communities, a privately held company, to acquire, own, and operate manufactured home communities in the Northeast, Midwest and Southwest regions of the U.S. At Continental, Mr. Waite managed the acquisition program including the purchase of 25 properties with approximately 6,000 sites. Immediately prior to Continental, Mr. Waite worked with Mr. Helfand as Director of Acquisitions for Manufactured Home Communities, Inc. (MHC) and directly managed or participated in the acquisition of communities valued at more than $300 million. Mr. Waite holds a Bachelorís degree of Urban Land Economics and a Master of Science degree in Real Estate Finance both from the University of Wisconsin-Madison.
Justin B. Smollar
Prior to joining Helix Funds, Mr. Smollar worked at Equity Office Properties, where he served as Manager of Investments. While at Equity Office, Mr. Smollar participated in more than $7 billion of investment activity that included EOP's merger with Spieker Properties. In addition, Mr. Smollar participated in more than $300 million of single-asset/small portfolio acquisitions and dispositions. In the years immediately prior to joining Equity Office, Mr. Smollar served as Portfolio Manager at Delray Capital Corporation, an investment company specializing in real estate investment opportunities, derivative trading strategies and venture capital investments. Mr. Smollar holds a Master of Science degree from the Illinois Institute of Technology and a Bachelor of Science degree in Business Administration from Tulane University.
Orrin S. Shifrin
Prior to joining Helix Funds, Mr. Shifrin was a Principal at Terrapin Properties, LLC, a privately-held real estate investment and development company, where his role involved general counsel duties, business development and operations. While at Terrapin, Mr. Shifrin was involved in over $200 million of residential and commercial real estate-related transactions. Prior to Terrapin, Mr. Shifrin was a Partner at the law firm of Katten Muchin Zavis Rosenman, where he worked for over 10 years. Mr. Shifrin received his Bachelorís degree in Finance from the University of Illinois in 1989, where he graduated with highest honors and is a bronze tablet honoree. He received his Juris Doctor degree from Northwestern University in 1992.
William H. Griffiths
Prior to joining Helix Funds, Mr. Griffiths worked at Equity Office Properties, where he served as Director of Business Development. While at Equity Office, Mr. Griffiths participated in more than $12 billion of investment activity that included Equity Officeís mergers with Cornerstone and Spieker, as well as various preferred stock investments in service companies. In addition, Mr. Griffiths was responsible for the disposition of a $450 million portfolio of stand-alone parking garages. Prior to joining Equity office in 1998, Mr. Griffiths was an Associate in the Real Estate Investment Banking group at J.P. Morgan in New York, where he was involved in a wide variety of M&A, equity and debt financing, and asset sale assignments. Mr. Griffiths holds Bachelorís degrees in Mathematical Methods in the Social Sciences and Economics from Northwestern University and a Masterís degree from Stanford Universityís Graduate School of Business.
David S. Weinberg
Prior to joining Helix Funds, Mr. Weinberg worked at Equity Office Properties, where he served as Vice President of Investments and Asset Management. While at EOP, Mr. Weinberg participated in more than $6 billion of investment activity and oversaw EOPís 16 million square foot office portfolio in Southern California. In the years immediately prior to joining EOP, Mr. Weinberg served as Vice President of Acquisitions at LaSalle Investment Management, where he was responsible for acquiring office and industrial buildings in most of the major markets west of the Mississippi. While at LaSalle, Mr. Weinberg closed 16 acquisitions totaling over $360 million. Prior to LaSalle, Mr. Weinberg was at the law firm of Sidley & Austin, where he worked for 4 years on corporate and securities matters, and he also spent one year as a Judicial Clerk for the United States Sixth Circuit Court of Appeals. Mr. Weinberg received his Bachelorís degree in Accounting from the University of Illinois in 1990, where he graduated with highest honors and is a bronze tablet honoree. He received his Juris Doctor degree from Northwestern University in 1993, where he was a member of the Law Review and graduated Order of the Coif.
Prior to joining Helix Funds, Mr. Lofman was the Managing member of State Street Capital Partners, an opportunistic real estate investment firm where he oversaw acquisitions, asset management, sales and marketing. Mr. Lofman also held senior positions at Sun Communities (NYSE: SUI) and CWS Capital Partners (an affiliate of Security Capital Group), where he participated in the acquisition and management of over 40 manufactured home communities valued in excess of $400 million. Mr. Lofman received a Bachelor of Arts degree from the University of Michigan and received a J.D. and M.B.A. from Boston University.
Prior to joining Helix Funds, Mr. Samuel worked at Equity Office Properties (EOP) as Market Controller. In this role he oversaw GAAP based reporting, budgeting and forecasting efforts for several regions of the publicly traded company. Prior to joining EOP in 1998, Mr. Samuel served as a Financial Analyst at Commonwealth Realty Advisors where he provided various financial reporting and investment return analyses to institutional clients. Mr. Samuel is a Certified Public Accountant and holds a Bachelorís degree in Accounting from the University of Iowa and an MBA in Finance and International Business from DePaul University.
Prior to joining Helix, Mr. Friedeck worked as an acquisition associate at Centrum Properties, where he evaluated investments for Centrum Properties and Angelo Gordon and Co. His primary focus was to source and evaluate multifamily and retail acquisitions throughout the U.S. While at Centrum, Mr. Friedeck helped close more than $500 million in transactions and helped raise over $600 million in debt and over $120 million in equity for these, and other transactions. In addition to his role in acquisitions, he assisted in the development of over 3,200 multifamily units and over 1.3 million square feet of retail space. Mr. Friedeck graduated with a BBA in Real Estate and Urban Land Economics from the University of Wisconsin Ė Madison.