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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.

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 in Management 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.

Marc Lofman
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. 

Allen Samuel
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.

 

 

 

About Helix Funds Team Members Employment Contact Us


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