Finance & Accounting

Derek Bacon

Derek Bacon

Mr. Bacon is the Chief Financial Officer and Chief Compliance Officer based in Los Angeles. Mr. Bacon is responsible for accounting and finance of USRG's management company, as well as its private equity funds, including the general partner and portfolio investment holding related entities. Mr. Bacon also manages several aspects of operations, investor reporting and transaction analysis and structuring. Prior to joining USRG, Mr. Bacon was the co-founder and Chief Financial Officer of two technology companies and was involved in all aspects of accounting, finance, operations, marketing and development of the enterprises. Prior to these endeavors, Mr. Bacon was a Senior Auditor in the Audit and Business Advisory Practice at Arthur Andersen LLP.

Mr. Bacon holds a BS in Business Administration with an emphasis in Accounting and Finance from the University of California, Riverside where he graduated magna cum laude. Mr. Bacon is a Certified Public Accountant in the state of California.

Luis Garcia

Luis Garcia

Mr. Garcia is the Controller based in Los Angeles. Mr. Garcia is responsible for investor relations and investor reporting as well as general financial reporting of USRG’s private equity funds, including the general partner and portfolio investment holding companies. Mr. Garcia also manages annual financial audits and assists with the tax reporting function. Prior to joining USRG in 2008, Mr. Garcia was Senior Financial Analyst at Rustic Canyon Partners, a venture capital firm based in Santa Monica, CA. While at Rustic Canyon, Mr. Garcia was responsible for investor reporting, preparing cash flow financial models and financial reports, managing the investments database, and calculating performance metrics for six venture capital funds. Mr. Garcia also led the implementation of a new Venture Database that allowed for more efficient investment tracking, investment performance reporting and online financial reporting for Limited Partners.

Mr. Garcia holds a BA in Economics from the University of California, Los Angeles.

Shaun Lishman

Shaun Lishman

Mr. Lishman is the Assistant Controller of Accounting based in Los Angeles. Mr. Lishman is responsible for the day to day accounting for USRG’s management company as well as its private equity funds, including the general partner and portfolio investment holding related entities. In addition, Mr. Lishman manages the company’s human resource department as well as the monthly financial reporting process. Mr. Lishman has 12 years of financial accounting experience for various companies where he has worked as a Controller and as an Accounting Manager. Mr. Lishman has 5 years of public accounting experience including 3 years as a Senior Auditor in the Business Advisory Practice at Arthur Andersen LLP.

Mr. Lishman holds a BS in Accounting from the Marriot School of Management at Brigham Young University.

Brandy Shin

Brandy Shin

Ms. Shin is a Manager of Accounting and Finance based in Los Angeles. Ms. Shin is responsible for various finance and accounting functions of USRG’s management company, as well as its private equity funds, including the general partner and portfolio investment holding related entities. Ms. Shin has 13 years of financial accounting experience including monthly financial reporting, investment tracking, financial analysis, and accounts payable & receivable. Prior to joining USRG, Ms. Shin was involved in managing and retooling operations in her family’s hotel and restaurant business. Prior to returning to Los Angeles, Ms. Shin was with Goldman Sachs’ Global Equity Research Group as the Restaurant Sector Analyst. While at Goldman, Ms. Shin was a key contributor in several IPO, convertible debt, and merger & acquisition transactions in the hospitality industry.

Ms. Shin holds a BS in Management Science/Finance, as well as a BS in Art & Design, from the Massachusetts Institute of Technology.

Sara Toon

Sara Toon

Mrs. Toon is the tax associate based in Los Angeles. Mrs. Toon is responsible for the day to day tax responsibilities such as preparing tax estimates, responding to tax notices, and conducting research. Mrs. Toon also manages the yearly tax return preparation process by coordinating with an outside accounting firm. Mrs. Toon has 7 years experience working in various areas of the tax field. Mrs. Toon has 3.5 years public accounting experience including 1.5 years as a senior tax associate at PricewaterhouseCoopers LLP.

Mrs. Toon holds a BS in Business Administration with an emphasis in Accounting from California Polytechnic State University, San Luis Obispo. Mrs. Toon is a Certified Public Accountant in the state of California.

Genevieve Chavez

Genevieve Chavez

Ms. Chavez is a member of the Finance and Accounting Team based in Los Angeles. Ms. Chavez joined USRG in 2007 at the beginning of her career, and has seven years of experience managing USRG’s corporate records. In addition, Ms. Chavez manages the formation, business filings and qualifications in various state jurisdictions, and other formative issues related to creating and maintaining a new company. Ms. Chavez is also responsible for day to day office operations, as well as assisting with A/P and other accounting processes, vendor account management, tax and legal operations. Ms. Chavez is a licensed Notary Public in the state of California.

Ms. Chavez holds a B.A. in English from the University of California, Los Angeles.