Andres Sandate - Business Development, GPWA

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Work Background

Gramercy Park Wealth AdvisorsWealth Advisor and Head of Alternative Investments

Jan. 2024Atlanta, GAFinancial advisor with dually-registered RIA/BD firm HQ in Nashville, TN. Advisory services offered through Gramercy Park Wealth Advisors, LLC. Securities offered through GPWA, LLC, Member FINRA/SIPC. CRD#5238027 FINRA Series 7, 66, 79 Strategic objectives: I am looking to acquire a CPA firm specializing in tax services including tax planning, tax preparation, and tax advisory and hire female and underrepresented financial advisors who are fanatical about helping and serving clients and who have or want to earn their CFP.

Endurance StrategiesFounder

Jan. 2010Atlanta, GAHelping RIAs and Independent Advisors who want to implement alternative investments in their practices with manager research and due diligence, portfolio fit/construction, and effectively communicating the strategies to clients - a very common challenge and pain point with alternatives. Given my background in capital markets, underwriting, role at two early-stage fintechs, and leading fintech lending with a private credit manager, I also assist a select number of tech-enabled lenders and loan originators, emerging specialty finance companies, and disruptive startups focused in wealth management, asset management, and capital markets with capital strategy, partnerships, and debt advisory/placement.

Bay Point AdvisorsHead of FinTech Investments

Aug. 2023 - Jan. 2024Atlanta, Georgia, United States- Developed relationships and provided resources, support, and education to founders and originators building fintech lending and emerging technology-enabled specialty finance startups - Partnered with fintech lending and specialty finance professionals at banks focused on fintech, warehouse lines and venture debt, venture capital funds, growth equity funds, attorneys, servicers, accelerators, angels, scouts, technology companies, consultants, academics, journalists, consultants, and more) - Identified potential lending investment, and acquisition opportunities for Bay Point in the FinTech lending/originations and emerging technology-enabled specialty finance arenas

Investment.comHead of Capital Markets

Dec. 2022 - Apr. 2023Investment.com is a crowdfunding platform for retail investors to purchase fractional interests in private assets. As Head of Capital Markets I was responsible for development and execution of the Capital Markets business plan, objectives and goals. I worked closely and supported the CEO, Chief of Staff, and Head of RE on financing prospective investment opportunities. I solicited and structured term sheets for warehouse lines / mezz lines / venture debt facilities. Defined and began developing product roadmap towards launching additional private markets asset classes in PE, CRE and Private Credit. Frontline employee for all capital provider engagement: responding to inquiries; performance metrics; ongoing reporting and surveillance, etc. Responsible for setting up and managing data rooms, responding to due diligence questions, and managing the due diligence process for debt providers and institutional investors.

NectarHead of Capital Markets

Dec. 2021 - Dec. 2022Atlanta, Georgia, United StatesNectar is a Techstars 2021 VC-backed company HQ in Atlanta that provides cash flow based financing for experienced real estate entrepreneurs. At Nectar my responsibilities were developing and executing a Capital Markets strategy. I worked with the CEO and COO (who were Co-Founders) along with other members of the team to develop this innovate product for customers. I solicited dozens of non-bank lenders (hedge funds, venture debt funds, private credit funds, etc) to structure and execute a new warehouse line for $50 million. My goal was to have a highly automated and functional (e.g. clean process) capital markets operation. This involved engaging multiple new partners including those handling capital markets reporting and credit facility monitoring, borrowing base calculations and determinations, financial covenant performance, cash management, banking, fund administration, accounting, bookkeeping, all without errors and with trusted and transparent reconciliations, timely payment / repayment execution, active portfolio management, etc. to stay under performance triggers. A big focus after closing the financing was on advancement of the debt capital markets reporting capabilities. Frontline for capital provider support services: responding to inquiries; collateral analysis; performance metrics; ongoing reporting and surveillance, etc. Responsible for setting up and managing data rooms, responding due diligence questions, managing the due diligence process and monitoring and surveillance of our outstanding warehouse lines.

NectarStrategy Consultant to FinTech/PropTech

Jan. 2021 - Dec. 2021Atlanta, Georgia, United States

DOMOS ColivingCapital Markets Advisor

Jan. 2021 - Dec. 2021Atlanta, Georgia, United StatesDomos is a leading CRE developer with over 30 years of cumulative multifamily experience.

Altera InvestmentsPrincipal, Managing Director, Member of the Investment Committee

Jan. 2020 - Dec. 2021Atlanta, Georgia, United StatesAltera is an alternative asset advisor that creates bespoke strategies, custom access vehicles, and impact investments which target UHNWIs, Single and Multi-Family Offices, Independent RIAs, Broker/Dealers, and Wealth Management platforms. As a specialist in real assets, distressed real estate debt and credit, tactical private equity opportunities, and impact investments, I proposed and developed new private markets investment products, underwrote potential investment offerings, and helped market, sell, and distribute existing funds and strategies.

Cygnus Capital Real Estate AdvisorsPartner, Shareholder, Member of the Investment Committee

Jan. 2016 - Dec. 2020Atlanta, Georgia, United States• Raised $11 million via financial advisors for CPFV between Q4'18 - Q2'20 • Raised $35+ million from Aventicum Real Estate, part of Aventicum Capital Management, an alternative investment joint venture between Credit Suisse and the Qatar Investment Authority. • Signed selling agreements with 10 Broker-Dealer & RIA platforms to distribute CPFV • Developed and launched CPFV, a $20 million special situations/distressed real estate closed-end private fund targeting NPLs, distressed/sub-performing CRE mortgages and complex CRE credit. Dynamic business development, investor relations, product development, and operational role at integrated real estate investment and alternative asset management company founded in 2010. Hired initially in March 2016 and became Partner in 2018. Additional responsibilities included: • Establishing marketing pipelines/partnerships and investor servicing procedures. • Creating all collateral materials (pitch books, fact sheets, due diligence questionnaires) • Periodic reporting on all commingled funds to fund investors • Proposed and developed new private equity real estate fund launch including market demand analysis, competitive analysis, internal capabilities assessment, profitability analysis, vendor selection, product strategic assessment, internal approvals processes, marketing, communications, sales, fulfillment, and client service.

Whetstone Capital AdvisorsSenior Managing Director, Business Development, Member of the Executive Committee

Jan. 2015 - Dec. 2016Kansas City, Missouri AreaMaintained accountability for helping create and execute overall distribution plan to raise assets that included originating marketing presentation/collateral materials, sourcing/building and maintaining relationships with investors (fund of funds/family offices/ OCIOs, foundations and emerging manager platforms, et al) for this long/short equity value oriented investment manager. • Fostered pipeline of 200+ qualified institutional prospects and increased firm’s visibility in target markets. • Spearheaded development for energy infrastructure ETF and passively managed related index. • Enhanced company branding/value proposition/content transparency and firm visibility among institutional investors having designed new marketing presentation/fact sheet distributed to stakeholders and updated client data bases. • Represented firm at global investment conferences and capital introductions events

Ascendant Capital, LLC.Director of Advisory Services

Jan. 2014 - Dec. 2015Austin, TexasAscendant Capital is an alternative investment boutique firm who sources leading real estate, private equity, and hedge funds that are frequently unavailable to investors. Once these funds are identified, Ascendant Capital develops innovative and value-added fund offerings that are appropriate for a broad range of qualified investors. Offerings are supported by a full suite of educational, marketing, sales and operational services and are distributed through Private Banks, International Markets, Family Offices, Registered Investment Advisors, and U.S. Brokerage Firms. Tasked with simultaneous/diverse roles at rapidly growing global placement agent/private equity sponsor that included raising capital/assisting in structuring new products and marketing initiatives/rebranding firm and content for RIA and Family Office channels/on-site operational due diligence. Worked with internal/external wholesalers to procure accounts/expand relationships. - Designated Operations Lead for offshore team and successfully launched new automotive income fund (offshore exempted company) to international market that raised $5+ million in capital within first 30 days. - Piloted preparation of Operational Risk Assessment (ORA), which received above-average scores, passed all metrics, and was projected to support the procurement of approximately $500 million in new capital flows over the ensuing years.

Endurance StrategiesStrategic Advisor

Jan. 2010 - Dec. 2014Atlanta, Georgia, United StatesConsultant and placement agent to alternative asset management firms

Regions BankVice President, Capital Markets

Jan. 2009 - Dec. 2009Atlanta, Georgia, United StatesPartnered with team members to support commercial/industrial relationship coverage across all designated geographies that entailed pitch preparation and presentation/deal marketing/origination/structuring/pricing/financial and analytical modeling/ market data management and analysis/securing internal credit and market risk approvals, plus syndication sales/distribution. • Headed-up $600 million capital raise via marketing one of the largest multi-bank credit facility in Bank’s history. • Aided in generating an averaged 86% of group’s syndication fees (2007/2008), 41% of group’s capital markets transaction fees having closed 5 transactions ($235+ million), $1.3 million in fees via executing $843 million in capital raising mandates for four healthcare clients, and $2.8 billion in lead-arranged/joint-lead debt financing.

Regions Financial CorporationAssociate, Capital Markets

Jan. 2007 - Dec. 2009I supported senior originators and relationship managers in the evaluation, structuring, credit approval, marketing, and closing of syndicated loan transactions.

SunTrust Robinson HumphreyCIB Analyst, Syndicated and Leveraged Finance

Jan. 2006 - Dec. 2007Atlanta, Georgia, United StatesProvided broad range support to a team responsible for originating, structuring underwriting, and distributing syndicated loans for SunTrust Bank’s Corporate & Investment Banking (CIB) clients across the US. Involved with a variety of projects exposing me to various aspects of loan distribution, loan underwriting, credit analysis, and portfolio management. Worked with a number of senior individuals internally to support a wide range of clients across industries. Developed my capital markets skills through on-the-job training, mentoring, and formal classroom training sessions offered through the CIB Analyst Program. • Successfully completed 2006 Corporate & Investment Banking Analyst seven-week training program • Classroom instruction consisted of an introduction to capital markets, products and services, accounting, corporate finance, systems and financial modeling training designed to prepare junior bankers to join the lines of business • Played a key role in the preparation of client proposals and pitch documents by preparing bank market update slides, market pricing comps and syndication strategy slides amongst others as assigned by more senior bankers • Produced cash flow models, information memorandums, underwriting memorandums, comparable transaction analysis, and lender presentations to support originations, structuring, and syndication of multi-bank credit facilities • Participated in $1.4 billion in lead arranged transactions generating syndication arranger fees of $1.5 million. • Supported originators and loan sales in increasing SunTrust Robinson Humphrey’s middle market syndication volume from $1.2 billion in the first half of 2006 to $1.7 billion in the first half of 2007.

SunTrustFinancial Analyst

Jan. 2006 - Dec. 2006Atlanta, Georgia, United StatesHired as a member of the SunTrust Debt Capital Markets/CIB Analyst Program for 2006 in December 2005. Bank contacted me in March 2006 and asked me to start working in April 2006 to provide underwriting support to the Senior Portfolio Manager. • Completed nine-week assignment in Energy Group with specific focus in Power & Utilities sector • Supported underwriting, portfolio management, and coverage bankers with underwriting and ad-hoc assignments

Gator Leasing, Inc.Lease Account Manager

Jan. 2005 - Dec. 2006Prior to being acquired by Ryder System, Inc. (NYSE: R) in May 2008, Gator Leasing was the largest independent truck leasing company in Florida with 2,300 vehicles and 300 customers. I was accountable for the identification, development, implementation and cross-sell of Gator Leasing products including Full Service Leasing, Rental Programs, Contract Maintenance, Fleet Management Services and Used Truck Sales.

CIMBAProgram Coordinator

Jan. 2002 - Dec. 2004Since 1985, CIMBA has provided educational opportunities to undergraduate, graduate and executive program participants in Italy. Approximately 700 students attend CIMBA programs annually. I led the daily operations of the CIMBA undergraduate study abroad program under the direction of the Director and Associate Director while completing an Executive MBA through KU/CIMBA.