Christopher Fogle

Christopher Fogle

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  • Timeline

  • About me

    Principal at The Carlyle Group

  • Education

    • Texas A&M University

      2003 - 2007
      B.S. Economics
  • Experience

    • Texas A&M University

      Aug 2003 - Dec 2007
      Student

      I attended Texas A&M as a full-time student from 2003-2007. I earned a B.S. in Economics and a Minor in Business.

    • USAA

      Jan 2008 - May 2012

      Responsible for preparing financial statements, providing oversight of accounting agent processes, and reconciling internal and external data sources. Worked as a financial advisor with experience in mutual funds, brokerage, wrap accounts, life insurance, and annuities.

      • Mutual Fund Accountant

        Apr 2010 - May 2012
      • Financial Advisor

        Jan 2008 - Apr 2010
    • USAA Real Estate Company

      May 2012 - Mar 2018

      Created and led the firm's Portfolio Analytics department to facilitate the investment decision making and operational processes across the platform through the provision of insightful analytics, ongoing portfolio monitoring and forecasting, and ad-hoc support to senior leadership.Hired, trained, and managed five direct reports. The team's responsibilities included flawless operational execution across more than fifteen private equity real estate funds totaling more than $5 billion in AUM, providing frequent updates to portfolio managers and senior leadership on portfolio positioning and capital availability, forecasting fund performance, accretion/dilution analysis for new investments, and creating fund-specific models and executive-level dashboards. Show less Primary responsibilities included modeling risk and return metrics for private equity real estate funds, providing ad-hoc analysis to Portfolio Management executives and assisting with the institutional fundraising process by providing fund-level data to prospective investors and consultants. Other responsibilities included designing and managing key operational processes of two newly launched open-end real estate funds, such as cash/liquidity management, quarterly capital calls and distributions, and credit facility covenant compliance. Show less

      • Senior Director, Head of Portfolio Analytics

        May 2016 - Mar 2018
      • Portfolio Management Associate

        May 2014 - May 2016
      • Investor Reporting Analyst

        May 2012 - May 2014
    • The Carlyle Group

      Mar 2018 - now

      Serve as principal and portfolio manager for a core-plus, open-ended real estate fund with over $10 billion in assets, specifically focused on investing in demographic-driven sectors. Manage liquidity and capital structure for an open-ended real estate fund with assets of over $10 billion. Responsible for strategy and execution of fund-level credit facilities, sources/uses management, portfolio analytics, and performance attribution.

      • Portfolio Manager

        Apr 2022 - now
      • Vice President

        Mar 2018 - Apr 2022
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2012