Rafael Anchia

Rafael Anchia

Managing Director
Civitas Capital Group


Rafael Anchia is a co-founder of Civitas Capital Group and maintains responsibility for new market development, public policy and public-private partnerships. For over twenty years, Mr. Anchia has worked as a corporate attorney with top U.S.-based international law firms, and serves as a State Representative in the Texas Legislature, where he is Chairman of the International Trade and Intergovernmental Affairs Committee. He also serves as an appointee of President Barack H. Obama to the Advisory Committee for Trade Policy and Negotiations, which advises the United States Trade Representative on issues related to international investment and trade.

Mr. Anchia earned his juris doctorate at Tulane University Law School and received his undergraduate degree cum laude from Southern Methodist University. He has served as a guest lecturer and adjunct professor on international investment and trade at a number of universities, including Texas Tech University Law School, the University of Texas at Dallas and the Universidad Autónoma de Nuevo León.

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Current Opportunities

Senior Market Development Analyst (China)

Civitas Capital Management, LLC – G&A Outsourcing IV, LLC
1601 Bryan Street M-200
Dallas, Texas 75201


Duties: Coordinate and implement the company\’s marketing policies and programs with respect to the China market. Build the company\’s market position in China by locating, developing, defining, negotiating, and closing business relationships with Chinese EB-5 investors and with the influencers/thought leaders who are sources of Chinese investors. Research local, regional and national market conditions in China, including competitive research. Determine the demand for the company\’s current and pipeline investment projects. Identify sources of potential investors in China. Develop networks of referral sources in China. Develop negotiating strategies and positions by studying integration of new relationship with company strategies and operations; examine risk and potentials; estimate potential partners\’ needs and goals. Negotiate pricing or fee arrangements with referral partners and sources, subject to management approval. Present company investment products at private meetings with Chinese investors and represent the company at public conferences and trade meetings. Close new business relationships with investors and sources of investors by coordinating requirements and developing and negotiating agreements. Monitor trends among competitors and advise management on the need for new investment products and market development channels to compete in the China market. Protect the company\’s brand value by keeping information confidential and conforming market development activities to securities law and regulations. Update job knowledge by participating in educational opportunities; read professional publications; maintain personal networks; participate in professional organizations. Enhance the company\’s reputation by accepting ownership for developing new and different markets and business development approaches and exploring opportunities to add value to job achievements.

Requirements: Master\’s degree in Finance or Business and 3 years  of progressive, post-baccalaureate  experience in the job offered or related occupation of Market Research Analyst or Business Development Analyst in the financial investment industry.  Position requires up to 40% international travel. Experience must include:

  1. Ability to read, write and speak Mandarin Chinese.
  2. Two years in marketing channel development in the EB-5 investment space.
  3. Demonstrated track record of achieving market development objectives.
  4. Experience and expertise with entrepreneurial thinking.
  5. Strong spoken and written communication and presentation skills to convey complex financial products.
  6. Experience and expertise in MS office and Salesforce CRM system.
  7. Experience and expertise in methodical approach to market development planning and implementation.

This position qualifies for an employee referral bonus.  If you are a Civitas Capital Management LLC employee and would like to recommend someone for this position, please let us know. Check your Employee Referral Bonus Policy Memo for more details.

Laurie P. Roberts

Laurie P. Roberts

Managing Director and Chief Compliance Officer
Civitas Capital Group


Laurie P. Roberts is Managing Director and Chief Compliance Officer for each of the Civitas Capital Group operating divisions. Ms. Roberts is a securities and compliance expert with 19 years of experience managing regulatory matters for broker-dealers and registered investment advisors.Ms. Roberts co-founded and served as Executive Vice President and Chief Compliance officer for Douglas Scott Securities, Inc. and Red River Securities, LLC, where she managed all compliance and regulatory affairs for the broker-dealers.

Ms. Roberts also served as President of USA Mutuals Trust and Mutuals Advisors, Inc., a mutual fund family and associated registered investment advisor. In that capacity, she directed all operations of the trust through US Bank Fund Services and the advisor, including oversight of the sub-advisor, sales and marketing, public relations, financial operations, portfolio management and compliance.

Ms. Roberts holds a Master of Science in Organizational Development from the University of Texas at Dallas and Bachelor of Science in Business Administration from Oklahoma State University. She also holds FINRA Series 7, 24, 27, 63, and 99 securities licenses.

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Matt Tanamachi

Matt Tanamachi

Accounting Analyst
Civitas Capital Group


Matt Tanamachi is an accounting analyst with Civitas Capital Group. He is responsible for handling the AR/AP for all Civitas entities and facilitates the monthly and quarterly closing process as well as supporting the Finance and Accounting department with financial reporting, tax filing, and audit preparation.

Mr. Tanamachi earned a Master of Science in accounting from the University of Texas at Dallas, and he also received a Bachelor of Arts in journalism from St. Edward’s University.

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Ronald T. Ernst

Ronald T. Ernst

Managing Director
Civitas Capital Group


Ronald T. Ernst is responsible for gathering and managing the assets of Civitas’ institutional clients.

Prior to serving as Managing Director at Civitas, Mr. Ernst served as the director of sales and client service at Attalus Capital Management, an investment management firm specializing in fund of fund strategies. In this role, Mr. Ernst provided all aspects of client service, including periodic investment reviews, cross sales and reporting for several of the firm’s largest clients.

With more than 31 years of experience, Mr. Ernst is a seasoned financial director that specializes in client-relationship development. Throughout his career, Mr. Ernst held a number of senior positions in the investment management industry, including EAM Partners, LP; Highland Capital Management, LP; Vaughan Nelson Investment Management; Bankers Trust Company and the U.S. Treasury Department.

Mr. Ernst holds a Bachelor of Business Administration degree in Finance and Economics from the University of Houston.

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David E. Perel

David E. Perel

Managing Director
Civitas Capital Group


David Perel is a Managing Director of Civitas Alternative Investments and serves as President of Juno Development. Mr. Perel is a finance and hospitality development expert with a 20-year background in capital markets and experience managing hundreds of millions of dollars in hotel investments.

During his career, Mr. Perel developed W Dallas for Gatehouse Capital as well as the Joule Hotel, a Starwood Luxury Collection property and the only 5-star hotel in Dallas. He also has been a financial advisor to a large private equity firm on its recent six-property, $100 million acquisition and several additional transactions.

Mr. Perel co-founded Juno Development (now a Civitas affiliate). He previously worked with Gatehouse Capital and in New York in corporate finance and investment banking, where he served as Managing Director and co-head of Health Care Group at ABN Amro and held senior positions in the Investment Banking departments of ING Barings, Furman Selz, and Bear Stearns.

Mr. Perel holds an MBA from the Kellogg School of Management at Northwestern University and an undergraduate degree in Finance and Accounting from the Wharton School at the University of Pennsylvania.

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Caroline Lerner Perel

Caroline Lerner Perel

Managing Director
Civitas Capital Group


Caroline Lerner Perel is a Managing Director of Civitas Alternative Investments and serves as President of Juno Development. Ms. Lerner is a Portfolio Manager for the Fund. She has spent her 18-year career in the hospitality industry with experience across a broad variety of disciplines, including: strategic positioning and branding, facility and revenue optimization, renovation planning and implementation, and asset management.

During her career, Ms. Lerner developed W Dallas for Gatehouse Capital, The Joule Hotel, a Starwood Luxury Collection property and the only 5-star hotel in Dallas and served as a financial advisor to a large private equity firm on its recent six-property, $100 million acquisition and several additional transactions.

Ms. Lerner co-founded Juno Development (now a Civitas affiliate). Previously served in senior positions with Gatehouse Capital (largest developer of W hotels), Phillips Hotel Group, TravelClick, and Fairmont Hotels, and was Principal/Founder of her own asset management / revenue management consulting firm.

Ms. Lerner is a graduate of the School of Hotel Administration at Cornell University, with a dual concentration in Strategic Planning and Finance. She is also a member of the President’s Council of Cornell Women.

\"Caroline\"

Jayson Vail

Jayson Vail

Analyst
Civitas EB-5 Funds


Jayson Vail is an analyst with Civitas EB-5 Funds. His responsibilities include business development and diligence analysis for Civitas EB-5 Funds. Prior to joining Civitas, Mr. Vail interned with the firm. His background includes operations, marketing and management experience in the healthcare, entertainment and insurance sectors.

Mr. Vail holds a Bachelors of Science in Mathematics from the University of Texas at Austin.

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Melanie Pugmire

Melanie Pugmire

Associate
Civitas Capital Group


Ms. Pugmire is an Associate with Civitas Capital Group and has over 6 years experience in financial analysis, strategic advisory, and underwriting. She most recently worked as a Senior Associate with PricewaterhouseCoopers (PWC), where she provided strategic advice and conducted due diligence for clients throughout the hospitality industry, including operators, developers, lenders, private equity firms, and REITs.

Prior to working with PricewaterhouseCoopers, Ms. Pugmire served as a senior analyst with Colliers International (formerly PKF Capital). In this capacity, Ms. Pugmire conducted market, property, and financial analyses related to the valuation, disposition, and strategic positioning of hospitality assets for deals ranging from $2 million to $100 million. Ms. Pugmire also provided owners with strategic recommendations to improve asset values including marketing plans and re‐positioning strategies.

Ms. Pugmire is a graduate of the School of Hotel Administration at Cornell University, with a concentration in Real Estate Finance.

\"Melanie\"

Drexell Owusu

Drexell Owusu

Managing Director
Civitas Capital Group


Mr. Owusu is a Managing Director for the Civitas Capital Group family of companies, where he is responsible for leading the company’s growth initiatives and strategy.Before joining Civitas, Mr. Owusu founded a strategy consultancy, The Owl Group. Prior to that, he served in several senior strategy positions for Blockbuster Inc., including most recently as Head of Corporate and Business Development, where he led all M&A and strategic development activity for the company. Mr. Owusu has also held a strategy position at FedEx Kinko’s and began his career as a strategy consultant at Accenture.

Mr. Owusu earned a Bachelor of Arts in History from Rice University, where he was a two-time track and field All-American.

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