Intelligent Investment Strategies for Sophisticated Investors

Chad Whatley has spent two decades raising capital across multiple product platforms in the non-traded direct investment space. He has also worked in a management capacity, leading distribution teams and working with executives to provide distribution and marketing direction. Prior to joining Parsonex, Whatley spent four years as a Regional Vice President at Lodging Fund REIT III by Legendary Capital. He has also held similar positions at InlandSecurities Corporation, Highland Capital Management, United Realty Advisors, and AIEFund Management, among others. Whatley holds a bachelor’s degree in business administration from the J. Mack Robinson College of Business at Georgia State University.

Keith Kaminski, has more than 20 years of leadership experience in the health and fitness industry with a focus on healthcare, senior living, commercial real estate, sports performance, higher education, defense, multi-family, and private health club markets. He currently serves as Segment Director for Health, Corporate, Performance for Technogym North America, a world leader in connected equipment, digital applications, and services that promote wellness.

Prior to entering the health and fitness sector, Keith worked in consulting for the Creative Problem Solving Group – Buffalo, a consulting firm focused on serving multi-national organizations across the US and Europe with new product development and change management initiatives. Keith earned his degree in business administration and creative studies at the State University College at Buffalo.

Keith lives in Highlands Ranch, Colorado with his wife Cathy and their four children. Since 2011, Keith has served as a volunteer youth flag football coach and has had the joy of coaching his three sons and daughter.

Patrick Himmelberg has over 20 years of experience as a Chief Executive Officer and has extensive experience in marketing, software development, process management consulting, and organizational development.  In his leadership roles, he has experience around the globe, including Europe, Asia, North & South America.

Since 2016, Patrick has been the CEO and owner of the College of English Language in Los Angeles & San Diego, California, one of the leading language schools in Southern California with over 75 employees.  Prior to this role, he was the CEO & Owner of Kolumbus Sprachreisen, a European travel agency for language courses abroad with subsidiaries in Germany, Switzerland, Spain & Hungary, and over 50 employees worldwide. From 2009 to 2015 he was the CEO and owner of Thebing Software, a leading SaaS provider for language schools and travel agencies.

Patrick has a Masters in Business Administration from RWTH Aachen, Germany.  His skillset includes business development, leadership, process optimization, business strategy, setup of international sales teams for B2B and B2C clients, professional development of staff, and project management.  In his free time, Patrick enjoys spending time with his wife and two children, playing competitive beach volleyball, and traveling the world.

Stewart A. Loewenstein acts as director of Parsonex Capital Advisors. Mr. Loewenstein has more than 30 years of experience in structured finance, distressed investing and asset management – with over $10B worth of transactions completed.

Mr. Loewenstein also served as managing director of a large land development company in Northern Colorado and managing director of Republic Financial’s Special Assets group. Prior to Republic Financial,
he launched and operated a non-discretionary private equity fund for Marsico Enterprises. Mr. Loewenstein co-managed an asset-backed portfolio valued at $7.5B. He holds a Bachelor of Arts in Business degree from the University of Wisconsin.

Fred P. Adams has served as chief investment officer of the Managing Member and the Advisor since inception. Mr. Adams has over 25 years of real estate investment and management experience on over $1.25 billion in transactions including acquisition, development, redevelopment, and repositioning of fee simple, leased fee, distressed debt, special situations, and bankruptcy assets, including C & I assets. Mr. Adams is a co-founder of Apex Integrated Capital, LLC. Prior to cofounding Apex, Mr. Adams was a Director of Special Assets at Republic Financial Corporation where he originated, underwrote and resolved commercial business and real-estate secured distressed debt. Prior to Republic Financial, Mr. Adams worked with several family offices, including Alma Group and Duncan-Smith Investments. Mr. Adams started his career doing loan workouts and foreclosures with First Republic Bank which, through a series of acquisitions, fell under Bank of America and its special assets department at the time, AMRESCO. Mr. Adams holds a Bachelor of Business Administration from The University of Texas at Austin and a Master of Business Administration from the University of Arizona.

Jessica A. Lankes serves as chief financial officer and chief operating officer of Parsonex Capital Advisors. Ms. Lankes has also acted as chief compliance officer and principal of Parsonex Securities, Inc. since February 2013. Previously, Ms. Lankes served as compliance officer between January 2008 and February 2013. Ms. Lankes also fulfilled the role as operations manager for Parsonex Capital Management, Inc. between August 2007 and August 2011. Ms. Lankes is a member of the National Society of Compliance Professionals. Ms. Lankes received a Bachelor of Arts in Business Administration, with distinction, from Mary Baldwin College. Ms. Lankes currently holds the FINRA Series 6, 26, 63 and 51 licenses.

Joshua T. Teeters began his career in the financial services industry in 2006, where he has primarily focused on marketing and distribution for alternative investments. Prior to joining Parsonex Capital Advisors, Josh was Senior Vice President for Ascendant Capital, where he was responsible for raising capital for private equity and real estate funds. During his tenure at Ascendant Capital, he also assisted in national accounts, marketing, investor relations and structuring new product offerings. Prior to Ascendant Capital, Josh was at JP Morgan Private Bank where he managed the investment portfolios and banking relationships of private bank clients that resided on the West Coast. He holds his FINRA Series 6, 7 and 63 licenses.

Timothy A. Wolff is national sales manager of Parsonex Capital Advisors, LLC.  Mr. Wolff has 25 years of experience within the financial services industry.  As a sales vice president for The Pinnacle Group, Mr. Wolff was responsible for sales and distribution within the western half of the United States.  Prior to this role at The Pinnacle Group, Mr. Wolff spent three years working to build annuity distribution at Great-West Financial in Englewood, Colorado.  During Mr. Wolff’s career he’s also represented Janus, American Skandia (“Prudential”), Choice Investment Management and John Hancock Investments.  Mr. Wolff has managed sales and distribution efforts for hedge funds, annuities, mutual funds, exchange traded funds (“ETF’s”), life, long-term care and disability insurance.  Mr. Wolff attended Metropolitan State University of Denver where he studied finance and economics and holds the FINRA Series 6, 7, 63 and life insurance licenses.  In his personal time, Mr. Wolff coach’s youth soccer, enjoys family time, traveling and golf.

Shane E. Phillips is President of Parsonex Capital Advisors. Mr. Phillips possesses nearly 25 years of experience in banking and financial services. As a senior vice-president for Colorado Business Bank (“CBB”), Mr. Phillips was responsible for generating commercial and industrial loans, SBA lending solutions, and delivering complex treasury management solutions for middle-market businesses and non-profit organizations. Prior to this role at CBB, Mr. Phillips spent three years working to establish CBB’s Private Bank in Denver, Colorado. Mr. Phillips has a Bachelor of Science in Business Administration from the University of Denver and a Graduate School of Banking degree and Wharton Leadership Certificate from the University of Pennsylvania.

In his personal time, Mr. Phillips serves as an executive board member of the Pikes Peak Boy Scout Council. Mr. Phillips currently holds the FINRA Series 7.

Rebecca Wilson Macsovits is the Chief Brand Officer of Kemmons Wilson Companies a single-family office invested in a variety of industries including real estate development, hospitality, aviation and insurance. She has over 15 years of brand, marketing and human resources experience, ten in the financial services industry.

She currently sits on the boards of Kemmons Wilson Insurance Group and Central BBQ. Rebecca’s community work involves Secretary of the Board for the Denver Zoo, Finance Chair for the Kemmons Wilson Family Foundation, and a member of Constellation, a philanthropic group focused on early childhood education in Colorado.

Rebecca earned a Master’s of Business Administration in Finance and Operations from Vanderbilt University and a Bachelor of Science degree in Mathematics from Wake Forest University. Rebecca is married with three children and enjoys exploring the world with them.

Mr. Mitch Kniffin has over 30 years of experience in Oil and Gas and real estate ventures. Currently Mr. Kniffin is a Managing Director at APEX Petroleum Engineering and Partner at APEXiCAP.

Mr. Kniffin is a founding partner at APEXiCAP where he jointly evaluates and manages commercial properties. Currently APEXiCAP operates properties in Denver, Kansas City, Orlando and Shreveport.

Mr.  Kniffin is a founding partner of APEX Petroleum Engineering Inc. which began operations in 1999.  Mr. Kniffin provides oversight and strategic direction related to the growth and management of the company. APEX Petroleum Engineering is a privately held multidisciplined petroleum engineering service provider. Mr. Kniffin has extensive experience in oilfield services management and business development. He has a thorough knowledge of drilling, workover, completions, geologic and geophysics disciplines related to the oil and gas industry.

Prior to APEX, Mr. Kniffin spent 20 years at Schlumberger with responsibilities including engineering, management, business development and client alliance relationships.  Mr. Kniffin was responsible for the technical design, sales and execution of Schlumberger service operations. Mr. Kniffin was instrumental in the development of the highly successful Texaco/Schlumberger Western Division alliance. This achievement became the model for subsequent similar relationships in the industry.

Mr. Kniffin received his BS in Chemistry from Kansas State University.  Mr. Kniffin has been published in various professional venues and holds 2 technical patents related to horizontal well stimulation. In his spare time Mr. Kniffin enjoys fine dining, traveling, snow skiing and mountain bike riding.

Mr. John T. Harkrider has over 20 years of alternative investment management operations experience in real estate, private equity and hedge funds. Concurrent with co-founding ApexiCap, Mr. Harkrider is a co-founder of Five Stone Capital, L.P. serving as a Managing Director and Chief Operating Officer (COO). Prior to these ventures, Mr. Harkrider held executive roles with two alternative asset managers, most recently as the Chief Operating Officer and Chief Compliance Officer for BlackGold Capital Management LP, an affiliate of KKR & Co. During his tenure, the firm’s assets under management grew to approximately $2 billion. Prior to joining BlackGold he was a Managing Director and Chief Financial Officer at Kenmont Capital and Kenmont Investments.

Previously, Mr. Harkrider was the President of a subsidiary operating company of Consolidated Graphics, Inc. (acquired in 2014 by RR Donnelley & Sons). He also has served as Regional Controller of Hines Interests Limited Partnership -a fully integrated real estate investment, development, and management firm – and a senior auditor with Arthur Andersen & Co LLP in the Financial Services Division.

Mr. Harkrider received a BBA in Accounting from Stephen F. Austin State University.

Jonathan E. Miller serves as chief executive officer of Parsonex Capital Advisors. He has also acted as the president, chief executive officer, and founder of Parsonex Enterprises, Inc. and president and chief executive officer of Parsonex Securities, Inc. since 2007. As principal Mr. Miller also led Parsonex Capital Markets, LLC, since 2015. Both Parsonex Securities, Inc. and Parsonex Capital Markets, LLC. are affiliated with the fund and are FINRA-registered broker dealers. Mr. Miller has also served as chief executive officer of Parsonex Advisory Services, Inc., a registered investment adviser, since 2011. Mr. Miller has acted as a managing member and partner of Apex Integrated Capital LLC (“Apex Integrated Capital”), an affiliate of the fund, since 2015. Mr. Miller is an Accredited Wealth Management Adviser and an Accredited Mortgage Professional. He received a Bachelor of Arts from Iowa State University and conducted post-graduate studies at the University of Denver. Mr. Miller holds the FINRA Series 7, 24, 79, 53, 65, 63 licenses.

Jeff McGovern, the division president for William Lyon Homes Colorado, has over 20 years of experience in the construction industry and possesses a deep understanding of all facets of home building. Jeff made his mark on the industry for decades. His accomplishments are evident throughout Colorado’s neighborhoods and landscape. Jeff’s rewarding experiences and associations with authentic people throughout his career have intensified his desire to build great homes and communities.

Jeff earned his degree at Montana State University in Bozeman and started his career in human resources before transitioning into the construction industry. His past experience includes Adolfson & Peterson, Pulte Homes, and Lennar. He has held the positions of construction coordinator, assistant superintendent, superintendent, production manager, project manager, vice-president of customer care, vice-president of construction, director of construction, and director of operations. Jeff joined William Lyon Homes, formerly Village Homes, in 2015 and became division president in 2016.

Jeff has been active with the Home Builders Association of Metro Denver and the Home Builders Foundation for years and is currently serving as a board member on both organizations.

In his free time, Jeff spends the majority of him time with his wife and three teenage daughters, which some might say gives him his sense of humor and ‘just figure it out’ mentality.

Wil Armstrong is an entrepreneur and small businessman. His background includes startups, executive leadership, and active investing in the areas of technology and financial services. He has served as a board director, C-level officer, investor, and advisory board member to dozens of different businesses.

Wil is presently chairman and chief executive officer of Three Tree Capital, a privately held investment company focused on venture capital, early stage growth companies, and private equity.

As part of a private equity backed group of investors, Wil recently participated in the acquisition of InBankshares Corporation and now serves on its board of directors. InBank, headquartered in the Denver metropolitan area, holds a $350-million in assets and focuses on customized solutions for customers with innovative, technology-based tools in the Front Range and Northern New Mexico markets.

He was formerly the chairman of Cherry Creek Mortgage Company, a nationally ranked residential mortgage bank, with over 900 employees operating in more than 25 states. He also previously served as president and chief executive officer of Blueberry Systems, a technology and services firm.

Wil has served in many volunteer, non-profit, and political capacities. He was elected to the board of trustees for Colorado Christian University (CCU) in February 2017. In 2008, Wil acted on his core belief that our country needs more citizen legislators and set aside his own business interests to run in the Republican primary for the U.S. Congress. His second-place finish in the four-way contest earned him more than 32% of the vote and was marked by his ability to inspire grassroots activists and raise money in the political arena.

Wil was recognized by the Denver Business Journal in 2005 as one of the 40 under 40 outstanding winners, among local professionals renowned for business success and community contributions. He is a member of Young President’s Organization and a graduate of James Madison University. Wil and his wife Kristy have three children and live in Cherry Hills Village, Colorado. The family attends Wellspring Church.

Kathryn A. Armstrong serves as a due diligence coordinator of Parsonex Capital Advisors. Ms. Armstrong attended Colorado Christian University where she played collegiate-level tennis. Ms. Armstrong graduated early, with honors, and holds a Bachelor of Science degree in Business Administration.