Julie Olsen, CFA, MBA
AREAS OF EXPERTISE
• Publicly-Registered Investments
• Non-Traded REITs
• BDC Market Research
• Ongoing Coverage
• Private Placements
Before joining FactRight in 2021, Julie Olsen spent over a decade providing due diligence to small independent broker-dealers, primarily focusing on non-traded REITs, non-traded BDCs, and Reg D private placements. She brings the broker-dealer long-term perspective along with her analytical, innovative, and continuous improvement mindset to drive quality.
Julie’s financial services career spans a wide variety of experiences that support due diligence and consulting. She gained foundational accounting, tax, and audit knowledge at a top 100 CPA firm, commercial credit analysis skills at a regional bank, and due diligence expertise at the Alliance of Independent Broker-Dealers. At Foothill Securities, she managed the alternative investment product platform, including screening, reviewing, and ongoing monitoring. When Foothill was acquired by Securities America, Julie led communications to support the financial professionals’ transition. She continued in a similar project management role at Advisor Group, leading the communication workstream for several acquisitions and providing executive reporting for the Enterprise Program Management Office.
Julie became a CFA charterholder in 2009 and earned her MBA from the University of Illinois Urbana-Champaign in 2020.
- M.B.A. Strategic Innovation/Business Analytics, University of Illinois Urbana-Champaign
- B.A. Business, Dordt College
- CFA Charterholder
- Member – CFA Institute and CFA Society San Francisco
Recent Blogs from FactRight
- Investment Committee Best Practices for Wealth Managersby Julie Olsen on April 27, 2022 at 6:23 pm
An investment committee (IC) provides wealth management firms a formalized mechanism for improved due diligence, ongoing monitoring, and decision-making. A good IC aligns organizational goals, roles, and processes and enhances accountability, clarity of purpose, and shared knowledge among the team.
- Largest Interval Funds - A Due Diligence Guideby gavin@factright.com (Gavin Aydt) on April 6, 2022 at 5:14 pm
An interval fund is a subcategory of closed-end funds and is a Regulated Investment Company (RIC), which is subject to 1940 Act regulation. Shares of interval funds are not generally “redeemable,” which is why the funds are classified as closed-end rather than open-end funds. Interval funds are so named because they must offer to repurchase shares at pre-determined “periodic intervals.” Although interval funds are closed-end funds from a legal standpoint, they also have features that are usually related to open-end funds, which is why they are sometimes described as a hybrid.
- Highlights from FactRight's RIA Spring Due Diligence Conferenceby Kate@FactRight.com (Kate Stephany) on March 23, 2022 at 4:43 pm
Was it just me, or did our most recent conference in Scottsdale feel, dare I say it, almost normal? I mean, the sun was shining, the palms were swaying, and the beer burro was melting hearts.
- Inflationary Pressures on Credit-Focused Alternative Investment Programsby jake@factright.com (Jacob Heidkamp) on March 3, 2022 at 6:55 pm
Inflationary pressures have increased markedly in the global economy over the last year. CPI prints have recently reached levels not visited in almost four decades.
- Using Non-Listed REIT Metrics: FFO, AFFO, and MFFO Due Diligenceby Julie Olsen on February 16, 2022 at 7:16 pm
Many real estate investment trusts (REITs) voluntarily report supplemental performance metrics. Industry organizations established non-GAAP metrics to build credibility and broader capital markets acceptance of REITs by enhancing comparability of operating performance across funds. Two decades ago, Nareit established Funds from Operations (FFO) for publicly traded REITs, and a decade ago, the Institute for Portfolio Alternatives (IPA) established Modified Funds from Operations (MFFO) guidelines for non-listed (NL) REITs. In addition, many traded and NL REITs report Adjusted Funds from Operations (AFFO) or other variations such as Core FFO and Funds Available for Distribution.