Founder, Executive Chairman & Chief Investment Officer
Mr. Daniel Burrell currently serves as Founder, Executive Chairman and Chief Investment Officer of The Burrell Group, a holding company that invests in and operates individual, privately held companies in higher education, health care technology, commercial and residential real estate, corporate and university meal services programs, security and life safety systems, as well as natural resources.
Among others, current and recent holdings of The Burrell Group include Gemini Rosemont Realty, Proguard Security, Allied Security Group, The Burrell Financial Services Group, La Frontera, The Burrell College of Osteopathic Medicine, The Idaho College of Osteopathic Medicine, BG Commercial and Residential Realty, Shaka Beach Retreat, West Coast Aggregate, and Orogrande Garnet Company.
Mr. Burrell began his career working in the Clinton White House, followed by a staff position in the office of Senator John Kerry. He then became West Coast Executive Director of Finance for Mr. Kerry’s 2004 presidential campaign, after which he attended Yale Law School.
Following this, Mr. Burrell formed an actively managed investment fund called The Term Asset Loan Facility Credit Opportunities Fund (the “TALF”). The Term Asset-Backed Securities Loan Facility derives from a program created by the U.S. Federal Reserve to spur consumer credit lending. The program was announced in early 2008 and was designed to support the issuance of asset-backed securities collateralized by student loans, auto loans, credit card loans, and loans guaranteed by the Small Business Administration. The program was reinstated again in 2020 based on its prior success.
Under TALF, the Federal Reserve Bank of New York authorized up to $200 billion of loans on a non-recourse basis to holders of certain AAA-rated ABS backed by newly and recently originated consumer and small business loans. In the role of CEO and Co-Chief Investment Officer, Mr. Burrell qualified the fund to participate in the program and successfully acquired and sold over $2bn in ABS securities through the TALF program over a period of 3 years.
After the sale of the TALF fund assets, Mr. Burrell in 2010 founded Gemini Rosemont Realty and led the development of the business as Chairman and CEO until ultimately facilitating its sale in 2015 to Sino Ocean Land (SEHK: 3377), a leading publicly-traded commercial real estate company headquartered in Hong Kong. During Mr. Burrell’s tenure, Gemini Rosemont Realty grew to an enterprise value of approximately $3.5bn USD with assets primarily located in the Southeast and Southwest United States (https://geminirosemont.com/). Over a 4-year period, the company acquired and managed more than 17mm square feet of commercial and residential property through a vertically integrated management structure.
Upon the sale of Gemini Rosemont, Mr. Burrell formed The Burrell Group, whose first initiative was to form a commercial and residential realty division that focuses on investments in health care/medical infrastructure, student housing, and multi-family apartments, as well as storage and industrial facilities.
The Burrell Group also has an emerging aviation division, which has the proposed objective to partner with local counties and municipalities to enter into long-term leases to re-develop underutilized airport locations and operate them to receive large cargo aircraft. The Burrell Group has worked on this initiative for approximately 2 years and is in the process of signing contracts to construct institutional size cold and dry storage facilities at these airport locations. The company will also provide logistical support to deliver goods to large metropolitan areas as the last point of service.
Separately, Mr. Burrell is the Co Founder of The Burrell College of Osteopathic Medicine (“BCOM”) and served as Executive Chairman and Lead Managing Member of the College from 2013 until 2019. He has since transitioned into the role of Executive Director, Lead Manager and Budget Committee Chairman. Launched from the idea stage in 2012, and through an innovative public-private partnership in affiliation with New Mexico State University (https://bcomnm.org/), BCOM became the first of its kind in the nation. BCOM had the distinction of graduating its first cohort of 162 medical students in 2020.
Mr. Burrell is also the Founder of The Idaho College of Osteopathic Medicine (“ICOM”), which was launched from the idea stage in 2014 and operates in a similar public-private partnership model as BCOM through its affiliation and partnership with Idaho State University (https://www.idahocom.org/). Similarly, Mr. Burrell served as Executive Chairman and Lead Managing Member through 2020 and has now transitioned into the role of Executive Director and Lead Managing Member.
While BCOM and ICOM are entirely separate and distinct institutions of advanced higher learning, they share a similar mission of serving chronically, medically underserved areas of the Mountain West and Southwest regions. The Burrell Group is proud to advance this important mission with its partner Rice Management Company, a leading national endowment with over $6.3bn of assets under management.
Separately, in the health care technology sector, The Burrell Group actively invests in innovative medtech companies that are at early, middle, and late stages in their development and provide a variety of products, services, and solutions to their partners and clients. The Burrell Group seeks to invest primarily in companies that demonstrated the capacity to significantly improve patient care outcomes, while at the same time reducing cost structures for public and private payer networks. As just one example, The Burrell Group was a strategic investor and Director of Exagen Diagnostics (NASDAQ: XGN), a next generation testing company for early detection of chronic illnesses. Mr. Burrell assisted in that company’s successful IPO in September of 2019 at a market capitalization of approximately $240mm.
Mr. Burrell is also the Founder and Executive Chairman of Burrell Western Resources, which serves as the holding company for West Coast Aggregate, LLC, a silica mining operation primarily serving the States of Nevada and California and a garnet mine operation in southern New Mexico serving the Gulf Coast region of the United States. Both operations are surface mining in nature and provide important product solutions to the construction and oil/gas industries.
The Burrell Group formed a partnership in 2019 with Frank Bauer, founder of Bauer Consolidated Investments (BCI), that brought The Burrell Group into the hospitality sector through Shaka Beach Retreat, which is a Costa Rica-based all-inclusive resort providing recreational outdoor adventures in Santa Teresa, Costa Rica. Additionally, The Burrell Group’s partnership with Mr. Bauer extends into the security and life safety systems through Proguard Protection Services and Allied Security, both of which have a 30-year history of providing security and life safety systems to the high-end Colorado ski resort markets of Aspen, Vail and Breckenridge and serves thousands of clients in these markets.
The Burrell Group is also actively involved in philanthropic endeavors. Mr. Burrell is the Founder and Chairman of the New Mexico Leadership Institute, a 501(c)3 organization that was founded with the purpose of developing and delivering the next generation of young entrepreneurs in New Mexico. Through training and mentorship, the program has proven to improve high school graduation rates, advance college enrollment and cultivate an entrepreneurial capacity in NMLI Scholars for addressing New Mexico’s social, business, and public sector challenges. The program provides direct college tuition funds to each student to ensure they have the resources to attend college and prepare for their future and is in direct partnership with the University of New Mexico and New Mexico State University.
The Burrell Group’s partnership with Frank Bauer also extends to Ocean Healing Group (OHG), a 501(c)(3) non-profit founded by Mr. Bauer that is dedicated to creating outdoor recreational therapeutic services to wheelchair bound children and young adults to assist them in having a unique and distinctive experience that has proven to forever change their lives. Mr. Burrell serves in a strategic, financial, and advisory role, with the objective of helping to expand OHG’s programming.
Mr. Burrell received his Bachelor of Arts from Georgetown University, a General Course Degree in International Law from the London School of Economics, and a J.D. from Yale Law School. He resides in Aspen, CO with his wife and family.