Matthew P. Jones
...MATTHEW P. JONES, CFAChief Financial and Investment Officermatthew.email@example.com Since Co-Founding Forum, Matthew P. Jones, has the primary responsibility of managing the firm's financial risk and investment portfolio as well as helping to formulate the Forum's investment strategy. Jones, 28, received his B.S. from Appalachian State University in Boone, North Carolina in 1997 and received his Chartered Financial Analyst ("CFA") designation in 2001.Jones has extensive hands-on experience in investment banking, deal structuring and finance.Prior to founding Forum Capital, Jones founded the financial advisory and investment banking firm J4 Capital that provided advisory and investment banking services to middle market clients in the real estate sector.Jones
acted as advisor or investment banker on real estate acquisition and development transactions totaling more than $100 million.
In collaboration with Bocook, Jones
is involved in strategic business planning, identifying asset classes to penetrate, acquisition due diligence, contract negotiations, strategic alliances, capitalization, financing alternatives, investment and risk management and exit strategies.
has centered his
investment-banking career primarily on the commercial real estate sector.His experience includes real estate acquisition and development, financial advisory, capital raising and analyzing financing alternatives, transaction structuring, and negotiating with various financial institutions to finance acquisitions and developments.
Jones's relationships in the banking industry will greatly enhance Forum's ability to secure the most favorable financing terms available in the market at any given time. Prior to founding J4 Capital, Jones was in the interest rate derivatives group at Wachovia Bank, marketing interest rate derivative products to corporate and municipal clients.Prior to his experience in the interest rate derivatives, Jones was an analyst in the Public Finance Group of Interstate/Johnson Lane.
time in the Public Finance Group, Mr. Jones
participated in a wide array of tax-exempt financing transactions. Jones
is affiliated with numerous organizations including the Association for Investment Management and Research
(AIMR), the North Carolina Society of Financial Analysts
and Young Entrepreneurs Organization