![Philip J. Lukowski](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Philip J. Lukowski
Directeur/Membre du Conseil chez
Waterton Venture XIII Holdings LLC
Profil
Mr. Phil Lukowski is Chief Portfolio Manager at Waterton Associates LLC.
Prior to joining Waterton Associates in 2006, Mr. Lukowski worked at Heitman Capital Management, an institutional real estate investment advisory firm, most recently as Senior Vice President, Portfolio Management.
He acted as senior portfolio manager for the separate account with California State Teachers' Retirement System since 1999.
He also served as a portfolio manager for other major separate accounts including Alaska Permanent Fund, Iowa Public Employees Retirement System, AT&T, Colorado Public Employees’ Retirement Association and Verizon.
Responsibilities included implementation of asset management plans for multifamily, retail, office, and industrial properties.
Daily activities included oversight of on-site personnel, property operations, leasing and coordination of investor accounting, performance and valuations.
Mr. Lukowski was also employed by the accounting firm of Pannell Kerr Forster in the real estate appraisal department.
He is a graduate of DePaul University, where he earned a BS in Finance in 1988 and an MBA in 1992.
He served as Chairperson of the Performance Measurement Committee of NCREIF in 1996 and has been a member since 1989.
In 2005, he also served as a member of the International Council of Shopping Centers and is an active member of the Pension Real Estate Association.
Postes actifs de Philip J. Lukowski
| Sociétés | Poste | Début |
|---|---|---|
Waterton Associates LLC
 Waterton Associates LLC Investment ManagersFinance Waterton seeks to acquire well-located multifamily properties in high barrier-to-entry markets at prices below comparative replacement cost with the potential to enhance values through either asset repositioning or improved professional management and cost control. | Private Equity Investor | 01/07/2010 |
Waterton Venture XIII Holdings LLC
 Waterton Venture XIII Holdings LLC Real Estate Investment TrustsFinance Functions as a Real Estate Investment Trust/REIT | Directeur/Membre du Conseil | - |
Anciens postes connus de Philip J. Lukowski
| Sociétés | Poste | Fin |
|---|---|---|
Heitman Capital Management LLC
 Heitman Capital Management LLC Investment ManagersFinance Heitman Capital Management seeks investment opportunities in companies located in the United States. The firm targets companies operating in the field of residential, office, industrial, medical office, self-storage facilities and retail properties. It provides financing for buyout transactions. | Corporate Officer/Principal | 31/12/2005 |
Pannell Kerr Forster
 Pannell Kerr Forster Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Verizon International, Inc. | Corporate Officer/Principal | - |
Colorado Public Employees' Retirement Association
 Colorado Public Employees' Retirement Association Investment ManagersFinance Colorado PERA’s trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of the firm’s actively managed portfolios are managed by outside sub-advisors. | Gestionnaire de Portefeuille-Actions | - |
| AT&T INC. | Corporate Officer/Principal | - |
Formation de Philip J. Lukowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Colorado Public Employees' Retirement Association
Colorado Public Employees' Retirement Association Investment ManagersFinance Colorado PERA’s trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of the firm’s actively managed portfolios are managed by outside sub-advisors. | Finance |
California State Teachers' Retirement System
 California State Teachers' Retirement System Investment ManagersFinance Provides investment advice for pension funds | Finance |
Heitman Capital Management LLC
Heitman Capital Management LLC Investment ManagersFinance Heitman Capital Management seeks investment opportunities in companies located in the United States. The firm targets companies operating in the field of residential, office, industrial, medical office, self-storage facilities and retail properties. It provides financing for buyout transactions. | Finance |
Pannell Kerr Forster
Pannell Kerr Forster Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Alaska Permanent Fund Corp.
 Alaska Permanent Fund Corp. Financial ConglomeratesFinance APFC's diversified portfolio of public and private market investments is designed to provide a long-term, risk-adjusted return of 5% plus consumer price index (CPI) to deliver on their mandate to provide a renewable resource that benefits all generations of Alaskans. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Iowa Public Employees Retirement System
 Iowa Public Employees Retirement System Investment ManagersFinance IPERS-covered employees and employers contribute money to IPERS to fund retirement benefits. The firm invests the contributions and holds the investment income in a trust fund for the exclusive purpose of paying benefits to IPERS members and their beneficiaries. Investment income represents approximately 70% of the funds that pay retirement benefits. The Investment Board’s asset allocation plan articulates the desired mix of investment assets and the amount of risk IPERS will take in pursuit of investment returns. | Finance |
AT&T, Inc.
 AT&T, Inc. Wireless TelecommunicationsCommunications Operates as a holding company whose subsidiaries provides wireless and wireline telecommunications and broadband services | Communications |
Waterton Associates LLC
Waterton Associates LLC Investment ManagersFinance Waterton seeks to acquire well-located multifamily properties in high barrier-to-entry markets at prices below comparative replacement cost with the potential to enhance values through either asset repositioning or improved professional management and cost control. | Finance |
Verizon International, Inc. | |
Waterton Venture XIII Holdings LLC
Waterton Venture XIII Holdings LLC Real Estate Investment TrustsFinance Functions as a Real Estate Investment Trust/REIT | Finance |
