Nathan is a board member for NASDAQ: GIREX, the nation’s largest public real estate fund, as well as Bain Capital's global credit fund (NASDAQ: CRDTX), together representing over $5 billion in assets. In 2020, he joined the Harvard University Real Estate Board of Directors.
In 2016 he was a co-founder of a Florida-based private equity firm, raising $700M prior to selling his ownership position in 2019. Previously, he founded a real estate securities investment software firm, DDWizard, that was sold to VEREIT (NYSE: VER) in late 2014.
Nathan is a graduate of the University of North Carolina, and completed his masters degree from Harvard University and his juris doctorate from Georgetown Law. To date he has structured over one hundred public and private funds, representing $17.1 billion of securities. He has served as counsel and a corporate officer for multiple public companies and through numerous Congressional, DOL, DOJ, FINRA, SEC and IRS audits, filings and hearings.
In 2008, Nathan was inducted into the United States Supreme Court bar. The same year, he received the Orlando Business Journal 40 Under 40 Award. He has previously served as chief legal officer and/or counsel to Corporate Capital Trust (NYSE: CCT), at CNL Financial Group, and at Foley & Lardner, LLP.
Nathan was elected as Chairman of the Institute for Portfolio Alternatives (IPA) in 2018, and he was the founder of IPAPAC, which acts as the alternative investment industry’s primary lobbying voice. He is serving a second federally appointed term to the Financial Industry Regulatory Authority (FINRA) rulemaking Corporate Finance Committee. He is a Forbes contributor and in 2020 was selected as a member of the Forbes Real Estate Council.
His community activities include service on the boards of the Class of 1938 Foundation, the Orange County Regional History Center, Junior Achievement of Florida, Florida Children’s Hospital, the Investment Program Association and United Cerebral Palsy of Central Florida.
He and his wife Kerry have five children, two cats, and two dogs and are caffeine dependent.
Jeffrey is a seasoned executive with over 25 years’ experience in finance, operations, mergers/acquisitions and consulting.
He has experience with numerous family offices, and from 2013 to 2015 served as a Chief Financial Officer within the Perot Family Office.
Jeffrey has served as an appointed Chief Financial Officer for two public companies – Signature Flight Support/Signature Aviation (LSE: BBA) from 1993 to 1998 and thereafter Aircraft Service International Group (ASIG) from 1998 to 2005. He has also served as a senior financial executive or Chief Financial Officer for numerous private companies including Ranger International Services Group and JDA Holdings.
His specialty is complex mergers and acquisitions, with an emphasis on finding, acquiring, and integrating businesses in a consolidation strategy. Over his career, he has been involved in over 50 such transactions domestically as well as throughout Europe. Jeffrey has led the integration and transition teams for over 25 acquisitions, including relocations of headquarters, implementations of new IT systems and consolidations and streamlining of operations. His largest consolidation project represented over $800M in annual revenue. His largest employee base in a consolidation exceeded 8,000 individuals.
Earlier in his career, Jeffrey was an audit manager at KPMG where he specialized in Agribusiness, Manufacturing, Aviation, Hospitality, Mining and Tourism.
In 1989, he became a licensed Certified Public Accountant (CPA) in Massachusetts, and in 1991 became licensed in Florida, where he remains currently licensed.
Jeffrey holds a Masters in Business Administration from Northeastern University in Boston, MA. He received his Bachelor of Arts in Business Administration with Honors from Principia College in Elsah, IL.
Jeffrey holds the designation of Chartered Global Management Accountant (CGMA). In addition, he is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
He and his wife’s community activities include service on the boards of the Monarch Learning Academy, Freedom Ride Horse Therapy, as well as volunteer support of the Winter Park Art Festival, the Council of 101, Generation Rescue, Defeat Autism Now, Florida Citrus Sports and the Healthy U Foundation. Jeffrey and his wife Jill have three children, and two dogs who think they are children.
Blake Plumley has served as founder and Managing Member of several real estate and development firms started and owned by the family’s South Dakota based trust. Born in Greenville, South Carolina, Blake literally grew up in the Real Estate Development business. Blake’s father was a major landowner and associated with The Cliffs Communities, a group of several exclusive residential developments throughout South Carolina, North Carolina, the Bahamas, Canada and Chile.
With hands on knowledge and experience gained by working from the ground up with his family’s projects, Blake served in a variety of positions in the resort real estate industry ranging from Sales Associate to SVP, Sales and Marketing and SVP of Development for large multinational organizations. Throughout the extended economic downturn that started in 2008, Blake successfully worked with Scotia Bank, RBC and other major lenders to stabilize and redevelop distressed assets, successfully returning control of numerous properties in the Southeast US, Central America and across the Caribbean.
Blake has focused the past two decades primarily on developing, redeveloping and marketing resort residential condominium communities with multiple usages. In 2015, he was recognized for his professional achievement with the designation of Registered Resort Professional (RRP) by the American Resort Development Association. Since 1997, he has been an active participant and speaker at international industry conferences and educational seminars. Blake has directly been involved with over $6.5 billion in real estate sales as well as over $800 million in resort residential condominium development while facilitating the protection of over 5,000 acres of land in partnership with The Nature Conservancy and other likeminded organizations.
Blake is a referenced for quotes pertaining to resort real estate development frequently by the Wall Street Journal, The New York Times and other trade specific online and print publications. He is also a contributing member of the Forbes Real Estate Council where he has been among the most viewed and quoted writers for Forbes online. He is a Full Member of the Urban Land Institute and the Green Building Council. He actively gives back of his time and has served on several nonprofit boards, the largest of which was Community Coordinated Care for Children, a $150 million agency whose mission is to be a community leader in providing high-quality services that improve the lives of children and families.
Blake was inducted into the John C. Calhoun Society in 2019 at Clemson University, where he studied Civil Engineering and Political Science and currently serves on the advisory board for Tigers United, a consortium of the 4 tiger mascot universities, Clemson, Auburn, LSU and Missouri. He is an alumnus of the Nationally Recognized Tiger Football Program and an active member of both the Clemson Alumni Association, The Central Florida Clemson Club and Clemson’s Block C Club. Mr. Plumley is an avid golfer and lives in Orlando, Florida with his wife, Julie, an LPGA T&CP golf professional. Together they have two daughters, Haley and Madison.