Bailard, Inc.
Juan Rascon-Borgia is a seasoned professional in the real estate and finance sectors, currently serving as a Real Estate Associate and previously as a Real Estate Analyst at Bailard, Inc. Since September 2021, Juan has built on prior experience as an Investment Analyst at PGIM Real Estate and an Intern with the County of Santa Clara, where outreach and communication efforts were key responsibilities. Additional roles include Venture Banking Intern at Pacific Western Bank and Capital Markets Summer Analyst at Walker & Dunlop, further enhancing expertise in commercial real estate financing. A participant in the Management Leadership for Tomorrow program, Juan honed analytical and communication skills through comprehensive business case studies. Educational qualifications include a Bachelor's Degree in Finance from Santa Clara University and international experience from Vesalius College.
Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.* *The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc. Disclosures The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product. Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.