Second Year Resume Book 2009 2010
MICHELE ANDREINI 2401 Arlington Blvd Apt 2 Charlottesville, VA 22903 (434) 466 3886 [emailprotected] [emailprotected] EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, 2010 Member of Finance Club, General Management Club, Marketing Club Lean conversion project in Czech Republic for Danaher Motion
Charlottesville, VA
GMAT: 730
University of Padova Master of Engineering, 2003 Major: Electronics and Telecommunications
Padova, Italy
Final Grade: 110 / 110 with honors Awarded merit scholarship by city of Costabissara
EXPERIENCE Summer 2009
Danaher –Fluke Seattle, WA, USA Marketing for Calibration Instruments Analyzed market opportunity for two instruments based on a new technology, made recommendations on products’development and defined go to market strategy. Presented results to Fluke’spresident and Danaher’s senior leaders.
2004 - 2008
Accenture Consulting
Milan, Italy
C onsultant, onsultant, Busi B usine ness ss Pr oc ocesse essess and Systems Systems I ntegr ntegr ati ati on (2007 –2008) 2008) Financial Accounting and Controlling –Helicopter Helicopter Manufacturer Designed and validated with client stakeholders a financial and managerial accounting model
adopted for the consolidation of two companies based in different European countries. Managed technology team to define complex integration solution resulting in 20% cost saving due to decreased rework and efficient work allocation. Led UK-based consulting team to deploy new operating model and technical solution to manage all finance and controlling data for€2.9B consolidated company.
Analy Ana lyst st,, Business Business Consu Consult lting ing and and Sys Syste tem ms I nte ntegr gra ation (2004 (2004–2007) 2007) Supply Chain Operations –Tire Tire Manufacturing Company (2006 - 2007) Designed new process for supply of natural rubber from Asian markets to 10 manufacturing
countries, resulting in 25% reduction in sourcing lead time, 30% improvement in demand forecast, and 70% decrease in transactions’process time. Led consulting and client teams to deploy pilot of designed solution in Singapore and to complete
eight country roll-out, meeting tight due dates and reducing project costs by 20%. Procurement Operations - Tire Manufacturing Company –(2004 (2004 - 2005) Collaborated with Chief Procurement Officer and procurement managers to collect and analyze global purchasing data, resulting in an internal policies guide printed and distributed to 11 countries. Designed key performance indicators and vendor management procedures to improve efficiency of sourcing operations. Developed and proposed to Chief Procurement Officer a set of reporting tools to support procurement planning and contracting activities, resulting in their deployment in 11 countries and two months of project follow up. Accenture other leadership positions positions Taught three week-long in-house courses for more than 50 consultants, covering Supply Chain management and SAP solutions. Planned, prepared and executed training sessions in four countries for 30 client employees. PERSONAL
Passion for snowboarding. Enjoy traveling, and have visited most European countries, North America and Asia. Volunteer in a Charlottesville community organization (Building Goodness in April).
R.ERIC BERLINGER 115 Ivy Drive, Apt. 12 Charlottesville, VA 22903 215.460.6088 [emailprotected] •
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EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 VP – Finance for Darden Private Equity Club, member of Finance and Real Estate clubs • Member of inaugural Darden team for Wharton LBO Case Competition, placed 3 out of 13 teams • GMAT: 700 • University of Richmond (Robins School of Business) Richmond, VA Bachelor of Science in Business Business Administration, May 2004, Cum Laude Bachelor of Arts in Political Science, Science, May 2004, Cum Laude GPA 3.54 / 4.00 • Received two degrees in four years, completing completi ng 150 hours of coursework • Awards and Recognitions: Golden Key International Honor Society, Pi Kappa Alpha – Political • Science Honorary Fraternity and Robins School of Business Dean’s List E XPERIENCE 2009
2006-2008
Barclays Capital New York, NY Summer Associate – Power & Utilities Investment Banking Offer extended for the full time Investment Banking Associate Program at the end of my summer • Worked on teams advising clients in the power, utilities and infrastructure industries • Performed due diligence on the California C alifornia power market, regulatory environment and power crisis • Modeled a multi-billion dollar acquisition of a U.S. power company as part of a strategic dialog with •
a key European power account American Capital Strategies West Conshohocken, PA Associate - Sponsor Finance i n leveraged Originated, structured, and underwrote debt and non-control equity investments in buyouts, growth and recapitalization financings Built and sensitized detailed financial models of investment opportunities for valuation, credit analysis and covenant compliance Authored investment committee memorandums and guided investment opportunities throug h internal approval processes Negotiated documentation including termsheets, covenants, and credit agreements Interfaced with various internal groups including syndications desk, investment committee, operations team, treasury and legal Portfolio management responsibilities included assisting in quarterly valuations, attending board meetings, obtaining waivers and credit amendments and evaluating add-on investments Select Transactions Underwrote $38.0 million of second lien debt for a dividend recapitalization of CAMP Systems, Inc. Invested $67.5 million in debt and $1.0 million in equity to back a LBO of Cinelease, Inc. Executed $52.0 million in second lien debt for a dividend recapitalization of Infiltrator Systems, Inc. Restructured FreeConference.com with $6.5 million of preferred equity with warrants Negotiated a restructuring of American Capital’s debt investment in Hopkins Manufacturing, Inc. •
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2004-2006
Charlotte, NC Wachovia Securities Investment Banking Analyst - Consumer & Retail Investment Investment Banking Conducted detailed financial and qualitative analysis for financing and M&A assignments including • company valuation, accretion/dilution, public comparables, industry trends, and due diligence lect Transactions Se Advised CBRL Group, Inc. on strategic alternatives resulting in a $1,175.0 million leveraged • recapitalization, $702.0 million share tender and repurchase, and the sale of the Company’s Logan’s Roadhouse subsidiary Led a $160.9 million IPO for Morton’s Restaurant Group, a Castle Harlan portfolio company • Executed an $850.0 million leveraged recapitalization of Landry’s Restaurant Group • • Managed $115.7 million and $55.4 million follow-on equity offerings for McCormick & Sch mick’s Restaurant Group, a Bruckmann, Rosser, Sherrill & Co. portfolio company
PERSONAL
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Extensive international travel to 12 coun tries Other interests include sailing, reading and golf
GIORGIO BRUSA 103 Ivy Drive #4 Charlottesville, VA 22903 (434) 249-6042 [emailprotected] ___________________________________________________________________________________________ _____________________________________________________________ _________________________________________________ ___________________ EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 2010 President of European Society, V.P. of Private Equity Club and member of Finance and Health Care Clubs UniversitàLuigi Bocconi Milan, Italy Master of Science in Business Administration, April 2004 Completed degree requirements in four years while working full-time to self-finance educational expenses Awarded scholarship to participate in exchange programs at UC Berkeley and London School of Economics Institute of Dental Technology - Cesare Correnti Milan, Italy Professional degree: Dental Technician, May 1999 1999 __________________________________________________________ ____________________________ ____________________________________________________________ ___________________________________________ _____________ __ EXPERIENCE 2009
DuPont –Solae
St. Louis, MO
Summer B Summ Busine usiness ss Analys Analystt Created portfolio valuation model to evaluate potential I.P. acquisitions and the current portfolio of new business
2004 - 2008
initiative; worked directly with the Senior Director of Strategy to introduce the model globally. Developed in collaboration with COO and global marketing team, cost comparison tool to analyze competitor cost structure and pricing strategy. Managed go-to-market process that led to launch of new snack and baking products; managed team of 50 employees world wide during the market study and product development.
Cross Border Milan, Italy Member of Global M&A: network of leading mid-cap mi d-cap M&A advisory firms Senior Se nior Associa Associatte (2007-20 (2007-2008 08)) Led team of two junior analysts, originated mandates, interacted daily with clients, and revised financial models; dealt with sponsors and industrial buyers; negotiated contracts and closed deals for accumulated fee of€1 of €1 MM. MM. Developed two sell-side deals in the payment system sector: Vesiel S.p.a. and OTR Tech S.r.l sold to Springwater Capital; managed price negotiation, labor union issues, contract stipulation supported by the legal team and state requirements in order to create€2 create€2 MM tax shield; deal published twice inMilano in Milano Finanza. Finanza . Managed sell-side process of OML Morando, an automotive OEM producer based in Italy and Poland, to Raco Group, world-wide leaders in the field; deal featured inIl inIl Mondo, Mondo , Private Equity deals.
Associatte (2006 Associa (2006 - 20 2007 07)) Co-led team of three analysts; managed daily relationship with clients and counterparts; revised financial models
and negotiated contracts which led to successful completion of deals. Co-advised buy-side process of an automotive OEM producer by an India based competitor; managed the
communication with Indian counterpart, issues regarding labor union and Italian side buyout contracts. Analys Anal ystt (2004 - 2 200 006) 6) Led market due diligence with primary and secondary market data, created financial models, prepared investment memorandums; composed target lists and created debt-to-equity swap models. 2002 - 2003
Beretta Rottami S.r.l. Leading North Italian waste management company company
Milan, Italy
Accounta Account ant Managed spin-off of the high tech recycling division from the main company business.
1999 - 2002
Pentamedical S.r.l. Italian leading OTC consumer healthcare products
Milan, Italy
M Ma ark rke et Analys Analystt Led price negotiations with private hospitals’ hospitals ’ administration to increase profit it margins in 24 accounts by 4%. Performed market analysis and launched a new product in the skin care segment generating €1 MM per year.
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Played professional basketball for Olimpia Milano for three years; drafted 7th overall in 1996. Volunteered at Oratorio di Bollate, a parish youth center, leading a team of children on multiple excursions. Lived in United States, West and East Europe, UAE and Australia.
JORGE CALVO 105 Ivy Dr. Apt. 3 Charlottesville, VA 22903 (434) 466-2764 [emailprotected] [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Member of Darden Chorus; Latin America Student Association; Finance and General Management Clubs O ffice Latin American International Ambassador for Darden Admissions Office ITESM Mexico City, Mexico Bachelor of Engineering, Industrial Engineering, May 2002 Founded ‘Scratch Sound Systems’business venture Treasurer of the Industrial Engineer Student Council and member of the United Nations Program EXPERIENCE ‘
May 09 Current
Meadowcreek Investments - Darden Business Incubator
Charlottesville, VA
F ounde under & Managi Managi ng Partne Partnerr Investment fund targeting underserved upper-middle class investors in Latin America with limited access to alternative investments in U.S. markets. and implemented proprietary mixed quantitative and fundamental investment approach, built Designed thorough financial models and utilized Bloomberg and Ameritrade to create portfolio with founding partner capital, yielding pre-tax annualized return of 32.44% in the first two months since inception. Planned marketing strategy and pitched prospectus to potential accredited investors, obtaining commitments totaling $185K year to date. Currently researching business models to establish the framework of a legal entity in the U.S., approaching
future clients to increase commitments, and managing portfolio to build track record. 2007 - 2008 Citi Private Bank
Mexico City, Mexico
V i ce Pr esi sid dent of of L end ndii ng Se S er vices vices Originated, structured and underwrote 18 credit opportunities worth over $125MM for Citi Private Bank. Collaborated with bankers to establish lending guidelines, including long-term financing for corporate aircraft,
real estate facilities and short-term bridge and margin loans. Launched Citi’s Corporate Aircraft Program within the Latin America Region; completed the Aircraft Finance Product Program within 6 months, including legal and financial frameworks, and achieved the resident expert status in corporate aircraft financing for Citi Private Bank in Mexico. Achieved the Mexican trading and banking certification as required by the Mexican Banking Commission.
2003 - 2007 GE Capital
Mexico City, Mexico / Stamford, CT
Associatte–De Associa D ebt Under Under wr i ting Performed underwriting, financial modeling and analysis, facility structuring and documentation negotiation
for private and public multi-national companies in Mexico.
Priced and structured more than 80 transactions worth over US$700MM in stand-alone and syndicated term
loans, asset-backed financings, equipment leases and aircraft financing facilities. Developed client database and analyzed marketing channels for prospecting highly structured financed deals in Latin America that yielded a deal flow pipeline of 100+ potential institutional investors. Selected among 12 associates as lead underwriter for GE’s Private Aircraft and Structured Finance verticals.
2002 - 2003 GE Corporate
Mexico City, Mexico
B usine usi ness ss Analyst–Busi B usi ness Dev D eve elopment lopment Conducted economic, financial and global competitiveness research and collaborated in two successful M&A
transactions for two GE industrial business units in Mexico. Pitched macro-economic research to GE’sLatAm CEO, top management and Mexican government officials.
1997 - 2004 Scratch Sound Systems Family owned audio, lighting and video production company
Mexico City, Mexico
F ounde under & Managi Managi ng Pa P artner rtner wit h entertainment needs. Managed and profitably sold in 2004 a venture that serviced high-end social events with
ADDITIONAL INFORMATION Taught underprivileged elementary students for two years and led three projects in non-for-profit associations. Commercial and private aviation enthusiast. Enjoys music, reading, scuba diving, golf and tennis.
REBECCA EBECCA A.CARLAND 106 Ivy Drive, Apt. 7 Charlottesville, VA 22903 (860) 716-7697 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Awarded DuPont Scholarship (merit-based half-tuition scholarship) Selected as Forté Foundation Fellow (merit-based recognition by national women’s MBA network) Elected Vice President of Recruiting & Communications, Darden Finance Club
690 GMAT, 6.0 Analytical Writing
Tufts University Bachelor of Arts in International Relations & Spanish, May 2003 Graduated magna cum laudewith 3.74 GPA Received Dean's List Honors all eight semesters Inducted into Golden Key International Honour Society (top 15% of class) Universidad Autónoma de Madrid, study abroad program in Spain, 2001-2002 EXPERIENCE Summer 2009
Deutsche Bank Securities New York, NY Summer Associate, Industrials Group & Equity Capital Markets Identified potential investors, composed capital markets updates, and collected feedback from investors for various transactions, including estimated $1 billion IPO in the clean energy sector Analyzed $600 billion diversified industrials company and suggested strategic acquisition ideas in on-site
2003-2008
Medford, MA
meetings with company’s business development and corporate corpor ate finance representatives Evaluated capitalization scenarios and financing strategies for several companies and provided advice on optimal transaction size and structure given market conditions
U.S. Department of Justice Washington, D.C. Senior Program Analyst, Overseas Prosecutorial Development/Criminal Division (2005-2008) Managed $100 million budget for major U.S. assistance program to Colombia; received Meritorious Achievement Award and Quality Step (salary) Increase Developed and pitched budget proposals to federal and multinational funding agencies, generating over $1.5 million to train 60% of prosecutors in Dominican Republic; received Special Achievement Award Cultivated relationships with senior officials, including i ncluding Attorneys General and Supreme Court Justices; managed and escorted officials to appointments and social engagements e ngagements Analyzed justice systems in Latin America, identified areas for improvement, and collaborated with Justice and State Department regional teams to formulate objectives resulting in federal assistance Led planning and implementation of G8 Asset Forfeiture and Money Laundering Summit for 34 countries to standardize best practices for international legal le gal cooperation Partnered with Criminal Division senior management team to restructure organization; first employee promoted to newly-created Senior Analyst position
Paralegal Specialist, Aerospace & Defense Team/Antitrust Division (2003-2005) (2003- 2005) Analyzed companies’pre- and post-transaction financial positions and restructuring plans to identify conflicts of interest related to proposed mergers, acquisitions, and tender offers Evaluated competitive impact of transactions using market, product, and pricing information gathered from interviews with corporate clients and competitors of companies under investigation Served as lead paralegal and primary liaison with attorney and economist teams for eight large Hart-Scott Rodino and preliminary injunction investigations of major military contractors PERSONAL
Fluent in Spanish
Top Secret/Sensitive Compartmented Alumni Interviewer, Tufts University Information Security Clearance Book Discussion Leader, Arlington Public Library Founding Member, DC Wine & Whiskey Club Completed four Army Ten Milers and other races as Member of DC Road Runners
FABIOCOSTA 123 Ivy Dr. Apt 7 Charlottesville, VA 22903 (434) 249-5952 [emailprotected]
EDUCATION
Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Recipient of Batten Innovation scholarship (merit-based, full tuition). Elected president of the Darden International Business Society. GMAT: 730.
Charlottesville, VA
University of Illinois at Chicago Master of Science in Mechanical Engineering, May 2003 Awarded merit-based full tuition scholarship. GPA: 4.0.
Chicago, IL
Turin Polytechnic Turin, Italy Bachelor of Science & Master of Science in Energy Engineering, December 2002 Graduated Cum Laude. Awarded merit-based full tuition scholarship. Received “Club Optime Premium”Turin Industrial Association Award (top 1% of class). EXPERIENCE Summer 2009
Danaher Corporation, General Management Development Program Leading global manufacturer of industrial innovative products Marketing Marke ting I nt nte er n, Pr oduc uctt Planning, Planning, Fluke Corpo Corporat ration ion Seattle, WA, USA Developed a business plan for a $22MM product line follow on in the industrial BU.
2004-2008
Identified opportunities/risk in market dynamic through market research and VOC. Coordinated project deployment from US to Europe and China. Trained in various Danaher Business System (DBS) tools including policy deployment, kaizen and value stream mapping.
Ahlstrom Corporation Leading global manufacturer of specialty papers and nonwoven consumer products.
G ene nerr al M anager anager Assi A ssista stant, nt, Release Release & Packaging Packagi ng B usi usine ness ss Unit Uni t (2007-2008)
Lyon, France Led 10-person global cross- functional team to turnaround € 100MM operation facility losing €4MM per month following failed investment; mill returned to profitability in seven months. Coordinated manufacturing departments, managed and deployed resources, addressed bottlenecks and re-engineered key process components, resulting in 50% overall efficiency increase.
Mainte Maint ena nanc nce e Manage Manager, r, La L abel Pack, Pack, F iltratio iltration n & N onwo nwoven B usiness usiness Units (2004-20 (2004-2007 07))
Turin, Italy Managed€1MM yearly budget and supervised 20 engineers and technicians at local mill. Led continuous improvement initiatives using lean manufacturing principles, increasing utilization and efficiency by 10% and reducing operating expenses by 13% in i n three years. Designed and led successful pilot for innovative solution in filtration product machines; coordinated €35MM cross-border investment to launch new offerings and overhaul two product lines. l ines.
2003-2004
Ocap SpA Turin, Italy World leader in suspension and steering components manufacturing for the automotive industry. Ori gi gina nall E quipme uipment Pro Pr oject ject Manage Managerr , R & D Pr oject ject Manager Manager Designed and developed new suspension for automotive industry in partnership with Italian Ministry of Industry and Research.
Summer 2002
Avio Aerospace Propulsion Leading company in aerospace propulsion
Turin, Italy
G as Turb Tur bi ne D esi sign gn D epartme artment I nter nter n
Designed and developed software to reduce computational power of preventive maintenance program used on board military aircraft; software complexity reduced by 98%.
_______________________________ _____________________________________________________________ _________________________________________________________ _______________________________________ ____________ ADDITIONAL INFORMATION Fluent in Italian and French, conversational in Spanish and German. Member of the Semi Professional Regional Soccer Selection team in Piedmont, Italy. Semifinalist in Castrocaro 1998 Italian National Music Contest, winning CD production worth €20k. Volunteer with Building Goodness in April, a Charlottesville community organization.
ERDINC D ANACI 2206 North Berkshire, Apt.16 Charlottesville, VA 22903 434-249-5638 [emailprotected] [emailprotected] irginia.edu
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Member of Finance, General Management and Business Tec Technology hnology Clubs. VP Media & Technology Technology of International International Business Society Society.. GMAT : 710, 95thPercentile
Charlottes Charlottesville, ville, VA
Bogazici University University Istanbul, Turke Turkey y B.A. in Industrial Industrial Engineering, Marc March h 2003 137th place in Turkish National Exam whic which h more than 1.5 million people enter ev e very year Taekwondo Team Captain–led led 35 people to league championships championships Editor of school magazine for two years.
EXPERIENCE 2009 Summer
Istanbul,, Turkey Istanbul
3 Seas Capital Partners
Associ ate Associ Established business model and feasibility analysis of dry cleaning start-up company from scratch. Supported team with analyses in multiple industries including real estate, furniture, building products;
helped in creating investment memorandums and business models, contacted potential buyers, created comprehensive comprehe nsive financial models used to value companies. Assisted in sell-side auction process from pitch to negotiation of letters of intent for a privately-held building materials materials compa company ny on its attempted sale sale to strateg strategic ic buyer.
2005 - 2008
Istanbul,, Turkey Istanbul
Citiban Citibank k
Seniorr Ana Senio Analy lyst st,, Stra Strattegi c Analy Analytics tics Unit Actively involved in design of new decision making making initiatives to increase revenue and cut costs. Managed credit limit increase program for credit card customers; performed updates and improvements,
program resulted resulted in $7.5MM (+10%) annual revenue revenue increase each year. Designed and monitored new customer acquisition criteria to achieve higher number of acquisitions and higher revenue generating customers; used customer segmentation and score based analytical tools; participated/initiated new new tar target get segment tests and and evaluated performance; performance; estim estimated ated financial im impacts. pacts. Helped Marketing department to track promotions and profitability results; created attrited customer lists for re-acquisition; developed customer retention strategies decreasing card attrition by 2%/month. 2%/ month. Analyzed customer leading indicators to forecast risk of future credit losses using score regression models. Tracked score performance (regular character analysis/population stability/KS); actively participated in implementation impleme ntation of scores (score cut-off analysis, system aspects, etc.) Generated Generate d cross-sell lists for personal loans/loan on phone/BalCon/ insura insurance nce in a timely manner to feed all sales channels; use of customer segmentation to improve improve response rate and track their performa perfor mance. nce. Ensured controls were in place according to bank policies, eg. RCSA, compliance record management. management.
Analyst Analy st,, Strat Strate egi c Analy Analyttics Unit Drew attention to changes in trends, seasonality impacts/market conditions, made analysis to understand
2003 - 2004
reasons and pursue analytics required for actions. Successfully implemented SAS data warehouse; resulted in shorter response times for the analyses required for credit and other departments; monthly credit card analysis time from 10 days da ys to two t wo days. Developed financial models for (sub)product initiatives. Ad hoc cost and profit analyses; analyzed market delinquency trends.
Istanbul,, Turkey Istanbul
Turkish Navy
F or ei gn Per Per so sonne nnell Tr ai ning Di D i visio visi on / Offi ce cerr Trained 30-person team on s mall conflicts and defense maneuvers. maneuvers. Helped in translating English and German documents and letters to Turkish; scheduled meetings, trainings and organizations. Analyzed fighter jets and their value for Turkish army as project.
P ERSONAL
Fluent in English and Turkish, interme intermediate diate level German. Performed as second leading actor in 2005 production of and professional actors. Taekwondo (black-belt), snowboarding, snowboarding, playing piano. Avid traveler. traveler. (visited 13 countries and lived in four.)
“Run Dad Run”
along with Citigroup employees
MIGUEL DEL VALLE GOMEZ 136 Ivy Drive #10 Charlottesville, VA 22903-5072 (434) 466-4445 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Member of Finance, Private Equity and Darden Capital Management clubs. Elected VP of Finance of Darden European Society. Research Assistant to finance Professor Yiorgos Allayannis in composing educational materials.
Currently raising funds for the 2009 Darden Sustainability and Renewable Energy Forum.
Universidad de Cantabria Santander, Spain Master of Science in Telecommunication Engineering, October 2002 Awarded one-year full-tuition academic scholarship. Graduated in top 6% of the class, and obtained Summa cum laude on Master's Thesis. Worked part-time as exchange tour coordinator, and interned in Electrical Engineering Department. EXPERIENCE May 2009 – Current
Meadowcreek Investments (Darden Business Incubator) Charlottesville, VA Investment fund targeting underserved upper-middle class investors in Latin America with limited access to alternative investments in U.S. markets.
F ound unde er & M ana nagi ging ng Partner Partner
Designed and implemented a proprietary mixed quantitative and fundamental investment approach; built thorough financial models and utilized Bloomberg and Ameritrade tools to create a portfolio with founding partner capital (15% of personal net worth) yielding 15% since inception. Planned and executed a marketing strategy to obtain commitments from accredited prospective investors, totaling $200K year to date. Currently researching business models to establish the framework of a legal entity in the U.S., pitching to future clients to increase commitments, and managing portfolio to build track record.
2003-2008
Urbaser S.A. - ACS Group Global construction and environmental services conglomerate with
€16b
Meruelo and Madrid, Spain annual sales in 2008
Process Control Department Manager (2006-2008)
Improved efficiency of waste-to-energy plant by implementing new functionalities and analyzing its 3000+ signal process control system, increasing monthly sales from€225K to €300Kin in 15 months. Negotiated the purchase of a€500K gas analyzer system, reducing the original price by 15%. Mentored engineers, reducing average training period by 10% by establishing learning milestones. Advised senior management on technology procurement, achieving high end-customer end -customer satisfaction. Explainedplants’processes to political figures and senior managers from visiting companies.
Pr oc oce ess Con C ontrol trol Pr oject oject Manager Manager (2004-2006 ( 2004-2006))
Managed cross-functional team of international engineers and technicians to install and start up process control system during construction of a€45M plant. Organized two-week training program on new control system, certifying 100% of the 30 attendants.
Pr oc oce ess Cont C ontrr ol System System Progr Pr ogram amm mi ng C oo oorr di nator nator (2003-2004)
2002-2003
Coordinated programmers from manufacturing companies supplying equipment to build€45M plant to create software specifications of new control system. Evaluated technical and commercial proposals to make purchase decision of a €600Kcontrol control system.
IPS-Norte S.A. Maliaño, Spain Company providing technology consulting services. Analy Ana lyst st Designed, implemented, and provided training and development for a€500Kcustomized customized technology solution that acquired production data for kitchenware manufacturer, reducing reporting time by 90%.
PERSONAL
Organized and led group of surfers to clean oil off beaches b eaches (Prestige environmental disaster, 2002). Assisted children with mental disorders at juvenile mental disease care center Obra San Martín. Languages: native Spanish, fluent English, advanced German, and basic French. Enjoys conversing, traveling, reading, learning, surfing, skiing and outdoors activities.
KAREN EILEEN DONOVAN 729 Cairn Heights Court, Charlottesville, Virginia 22903 (434) 825-1532 [emailprotected] •
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EDUCATION Darden Graduate School of Business Administration Charlottesville Charlottesville,, VA University of Virginia School of Law Joint Degree Candidate for Juris Juris Doctor & Master of Business Administration, Administration, May 2010 •VP Alumni Relations of Real Estate Club, President JD/MBA Society, Finance, Outreach, Consulting and Net Impact Clubs at Darden, First Year Council Representative, Virginia Law Women •LSAT 170, GMAT 740 University of Virginia School of Engineering and Applied Sciences Bachelors of Science Civil Engineering, Engineering, May 2003 •Order of Omega Honor Society, Elizabeth Rose Coggins Scholar •Society of Women in Engineering, American Society of Civil Engineers
Charlottesville, VA
EXPERIENCE Summer 2009
Nossaman, LLP Los Angeles, CA Summer Associate •Researched and drafted legal memos for internal and client use that dealt with complex bankruptcy and environmental litigation issues, prevailing wage disputes for infrastructure clients, settlement proposals for employment hiring practice disputes •Published a release on the potential implications of a California Court of Appeal holding on the firm’s website
Summer 2008
Office of Federal Housing Enterprise Oversight Washington, DC Legal Intern •Researched legal and statutory issues on administrative and legislative issues resulting from proposed legislation that would consolidate three regulatory agencies that oversee the three GSEs •Wrote and edited internal memos and talking points for issues surrounding rulemaking of a proposed Appraisal Code that would effect the operations of Fannie Mae and Freddie Mac
Summer 2007
Education Pioneers/Oakland Small Schools Foundation San Francisco, CA Education Pioneer/Strategy and Business Development Development Intern •Selected for education leadership training program with students from top graduate institutions •Developed strategic plan for long term growth of small non-profit including a pitch for corporate partnerships and private funding •Coordinated annual leadership meeting for School Principals to discuss best practices in small school management
2003-2006
The JBG Companies Chevy Chase, MD Financial Analyst, Portfolio Portfolio Analyst •Built and maintained pro forma models to forecast cash flow and returns on equity in order to support asset teams in determining asset investment and development strategy •Calculated returns and distributions on complex partnership structures in dispositions of assets valued at over $180MM as part of a team that managed two portfolio sales with a combined value of more than $1B •Created a tool to forecast equity needs for all development and existing assets in the next ten years in order to work with project managers and senior management to create strategies for joint venture potential •Evaluated the leverage on assets through the life of the funds in order to optimize debt strategy within five individual funds and within the portfolio as a whole •Mentored and trained new analysts •Implemented a system for investor reporting of projected returns and performance of assets within five private equity funds totally more than $1B of direct equity and a combined value of over $5B wh ich highlighted market research, company •Produced prospectus for potential investors in new funds which strategy, and expected and realized returns for the company portfolio property property cash flows and investment assumptions and presented an •Analyzed investment criteria, detailed investment memorandum to investors and management in coordination with senior management to raise diversified investment funds of $250MM and $450MM for private and institutional i nstitutional investors
PERSONAL &SERVICE •Junior League of Charlottesville, Provisional Class •Represented Darden in the 2008 UT McCombs’ Real Estate Challenge •Land Use Intern with the Virginia Piedmont Environmental Council, a non-profit focusing on smart growth and sustainable development (2002-2003)
MCGAVOCK D.DUNBAR 1416 Gentry Lane Charlottesville, VA 22903 434.242.6476 [emailprotected] EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 2010 Darden Capital Management –Senior Senior Portfolio Manager, Darden Fund - Led team of five students responsible for managing $1.5MM of Darden‟s endowment
Private Equity Club–Vice Vice President, Careers; Finance Club - Member
University of Virginia Charlottesville, VA Master of Education, May 2005 Bachelor of Arts, Double Major: History and Religious Studies, May 2003 Varsity Track and Field –Nationally Nationally Ranked, NCAA Championship; Atlantic Coast Conference (ACC) Champion (2X); All–ACC ACC (5X); Former school record holder - DMR; Team MVP Z Society / The Lou Onesty Memorial Track Award, “Recognizes Leadership by Example, Commitment to Sport and Dedication to Personal Excellence” Academic All-ACC; Dean‟s List EXPERIENCE Summer 2009
New Capital Partners
Birmingham, AL
Summer Associa Summ Associatte–Pri P ri va vate te E quity F und Conducted research and developed firm thesis on industries considered for investment, including
niche P&C insurers, insurance brokers, MGAs and commercial water technology and suppliers. Developed investment strategies within attractive sectors and formulated list of attractive target platform and tack-on companies for proprietary proprietar y deal-sourcing team. Modeled and analyzed economics of commercial real estate investment, recommended valuation range for bidding strategy.
2005-2008
Susquehanna International Group, LLP
Philadelphia, PA
Associate Associa te,, I nv nve est stm ment B anking Collaborated with head of investment banking and senior management to build and launch
investment banking department. Valued and analyzed companies during execution of deals and creation of pitches in several sectors, including: alternative energy, global business services, Chinese manufacturing, media, consumer products, technology, and healthcare. Conducted due diligence on companies in support of evaluation, execution, and completion of IPOs, follow-on offerings, private placements of equity, and merger and acquisition advisory services. Managed internship and co-op programs for investment banking department; interviewed, assessed,
selected intern and co-op candidates; trained and mentored temporary, full-time co-ops and interns.
C orporate B usine usi ness ss D eve velop lopm ment / Equity E quity Cap C apii ta tall Mark M arke ets Developed and pitched „portable alpha‟ st rategy for buy-side client. Led calling effort for corporate stock repurchase programs; introduced „accelerated buyback.‟ Executed IPOs and follow-on offerings as member of equity capital markets group. Completed Susquehanna‟s options market-maker training program known as A.T.O.P.
2004-2005
Dynamis Advisors, LLC
Charlottesville, VA
I nt nte ern –E E ne nerr gy sector sector hedge hedge fund Researched market, industry and company activity in energy sector and presented findings to
portfolio managers. Prepared research reports on various facets and issues of the energy sector for fund‟s equity analysts .
Series 7; Series 63 Traveled extensively: China, Hong Kong, Western and Eastern Europe, Costa Rica, Brazil Hobbies: road cycling, lake and deep sea fishing, guitar and bass guitar Served on church finance team for Liberti Church during organizational restructuring
PERSONAL
BOLA FAKINLEDE AUDENA 1615 Elmwood Court, Apt 204 Charlottesville, VA 22903 732-688-9847 [emailprotected] [emailprotected] du
EDUCATION Darden Graduate School of Business Administration Charlottesville, Charlottesv ille, VA University of Virginia Candidate for Master of Business Administration, May 2010 Elected: Vice President of Finance, Black Business Students Forum & DABO DABO Elected: Vice President of O Outreach utreach and Div Diversity, ersity, NAWMBA Member of Finance Club and Darden Capital Management Selected as Member of Consortium for Graduate Studies in Management University of Pittsburgh Pittsburgh, PA B.S. Computer Science Science and B.A. A Africana fricana Studies, Studies, April 2002 Founder: Tehuti Maati Maati Nu Fraternity/Soror Fraternity/Sorority ity orga organization nization Appointed: President of Free Freedom dom H Honor onor Society EXPERIENCE 2009
Humana,Humana Pharmacy Pharmacy Solutions Louisville, KY Business Development Development Intern Intern recommendations for improvements on Operational proce processes sses within Conducted analyses and made recommendations Humana Pharmacy Solutions ead d: Led the Diagnostics Team of 10 personnel to generate recommendations recommendations for optimization of T eam L ea Pharmacy’s Direct Member Reimbursem*nt processes Project Manager: Conducted analysis analysis and researched the costs versus benefits associated with procuring procuring or developing an automated tool for the Pharmacy Audit manual processes; worked with cross-functional divisions across Humana Humana to recomme recommend nd to management management the right direction to take regarding operational tools tools
2005-2008
Cardinal Health/Advoge Health/Advogent, nt,Healthcare Marketing Marketing Services Piscataway, Piscataway, NJ Program Logistics Logistics Manager Increased compliance compliance with FDA regulations by 25% to more than 90% overall within 8 months through effective management management of marketing education campaigns of 92 Pharmaceutical Pharmaceutical Sales Representatives Recognized with the “Compliance Award” for sup superior erior work supporting clients; clients; Analyzed developmental development al needs of clients in order to maintain high compliance levels, and developed revised training tools in response to evolv e volving ing market-specific market-specific regulations Selected by Director to organize and lead a task force to de deve velop lop a program pro gram to improve overall eemploy mployee ee satisfaction and retention through the implementation of objectives objectives that are of vital importance to employees
2004-2005
Nigerian American American Chamber of Commerce Brooklyn, NY Chamber Director in vestment stment opportunities in Nigeria am amongst ongst in vestors and s mall business owners Increased awareness of inve
by functioning intermediary between the N Nigerian igerian Consulate’s and U.S.-based U.S. -based investors; Researched Researche d andascommunicated government sponsored investmentoffice incentives in Nigeria Reported monthly organization marketing marketing results, financial reports, and change manageme management nt status st atus to the Board of Directors, ensuring identification and resolution of em emerging erging challenges members bers by 50% in one year; Increased chamber awa awareness reness Increased the total number of paid chamber mem through the development of web-based web-based marke marketing ting initiative and st strengthened rengthened alliances through collaborativee efforts with strategic partners collaborativ
2002-2004
Eli Lilly & Co Indianapolis, Indianapol is, IN Systems//Business Systems Business Analyst Analyst Successfully fulfilled all research IT requirements by designing software specifications through collaboration with clinical trial research team and software s oftware development team in India. Reduced system development time from 8 weeks to 5 weeks as a rresult esult of effective production of systems with increased quality and efficiency Selected by management as 1of 2 Analysts Analysts to research the feasibility of the department converting to the Electronic Data Capture platform
P ERSONAL
Interests: Hiking Hiking,, Photography, Working Out, Out, and Community Community Service Served as mentor to teenagers through the Freedom F reedom Honor Society Outreach Program in Pittsburgh, PA
MATTHEW L.FEDORS 701 E High Street Charlottesville, VA 22902 (646) 221-0163 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Management (“DCM”). DCM independently President & Chief Investment Officer, Darden Capital Management manages approximately $4.5 million of Darden’sendowment. Active in Finance and Energy clubs. Awards: Dean’s Scholarship, a half-tuition scholarship; Venture Capital Investment Competition, Entrepreneur’s ChoiceAward; Darden Stock Pitch Contest, Finalist. Cambridge University, Fitzwilliam College Cambridge, United Kingdom Master of Philosophy in Environmental Policy, October 2008 Letter of commendation on dissertation: “Effect of Industry Structure on Policies to Reduce CO 2 Emissions from the US Power Sector”completed July 2008. Member of Environmental Consulting Society and Electricity Policy Research Research Group. Led a preliminary market assessment for a novel polymer recycling technology developed at Cambridge. University of Pennsylvania Philadelphia, PA Bachelor of Science in Chemical Engineering, May 2001 Graduated cum laude, GPA of 3.5, with minors in Economics and Mathematics. Senior thesis: “Ethylene by Oxidative Dehydrogenation of Ethane ”. Honors include: top place in Engineering Alumni Design Competition and Class of 1947 Scholarship for Chemical Engineering. EXPERIENCE July-Aug 2009 Summ Sustainable Technologies Stockholm, Sweden Sum mer Associa Asso ciatte at Nordic-r NordFund ic-re egi gio on cl cle ean tech techno nolo logy gy vent nture ure fund Advised the Partners on US clean energy policy and implications. Authored a study of US opportunities for the fund’s portfolio companies and presented a strategy for executing those ideas. May-July 2009 New Vantage Group
Washington, DC
Summer Associa Summ Associatte at Mi d-Atlant -Atlantic ic region, region, e ea arly-sta rly-stage ve vent nture ure ca cap pita itall gro gr oup Executed a bridge note financing for a portfolio company. Analyzed the financial projections,
2001-2007 2005-2007
conducted additional diligence, assisted with negotiation of the terms, edited legal docs. Conducted initial due diligence for a new investment, including customer calls and personal reference calls. Drafted the term sheet and assisted with negotiation of the key terms. Screened over 70 investment opportunities and played an active role in the selection process.
J.P. Morgan Securities
New York, NY
Associate Associa te,, E Ene nerg rgyy I nve nvest stm ment B anking Specialized in the Power/Utility sector with transaction experience across M&A, high grade and high
yield debt, and equities. Ranked within the top quartile of my class during during tenure with firm.
Led Analysts andonJr.industry Associates on transactions pitches.and Directed training for 27 hires in 2006. Advised clients trends, competitiveand dynamics, investment opportunities. Extensive due diligence experience throughout $75+ billion in transaction volume. Transactions include TXU Corp, the largest largest US LBO to-date. Performed due diligence, valued each division, led credit memo, and liaised with JPM Environmental Affairs on $45 billion transaction.
JPMorgan representative and co-author co-author of the “Carbon Principles”: Principles”: Negotiated an environmental agreement among investment banks, utilities, and environmental NGOs. Commits banks to a high standard of environmental diligence before financing power plants. Press release and documents available at at www.carbonprinciples.org www.carbonprinciples.org.. 2003-2005 2001-2003
Associate Associa te,, Deb Debt Pr ivat ivate Place Placement & M ezzanine G roup Analy Ana lyst st,, Synd Syndica icatted & L eve verage raged d F inance inance Originated and executed debt private placements and mezzanine securities across all industries.
Drafted term sheets, marketed transactions transactions on Sales desk. Promoted to Associate in 2004. Advised on credit and ratings implications, capital structure, and acquisition capacity during twoyear Investment Banking Analyst program program on Ratings Advisory desk desk.. Offered 3rdyear Analyst role.
Memberships: Cambridge Union, Benjamin Franklin Society, Eagle Scout. Midfielder for Real Real Darden soccer team, Charlottesville SOCA league. Avid downhill skier.
PERSONAL
UMESH GOEL 448 Seymour Road, Apt 2 Charlottesville, VA 22903 434-466-4633 [emailprotected] •
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EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 GPA: 3.83 / GMAT: 710; received “A” in all seven Finance and Accounting courses • Awarded TEP scholarship based on first year academic performance and contribution contributio n to school • • Initiated and led sustainability drive to deliver entire first year course material electronically Selected to Danaher cost-optimization project; recommendations resulted in $750,000 annual savings • Elected VP of Consulting Club; member of Finance Club and Turnaround and Restructuring Club • Indian Institute of Technology (IIT), Bombay Mumbai, India Bachelor of Technology Technology (Mechanical Engineering), Engineering), May 2001 GPA: 3.78/4.0; ranked among top 0.5% of 120,000 candidates in IIT entrance exam Led 40 students for India’s largest university festival; planned logistics and managed $100K budget •
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EXPERIENCE Summer 2009
2005-2008
Process Engineering and Fabrication, Inc. Afton, VA Recently acquired company company of private equity firm; fund focused on acquiring acquiring distressed firms firms and assets MBA Intern Built dynamic financial model for evaluating sales channels effectiveness to achieve 60% compound • annual revenue growth; recommended using varying mix of o f sales channels through growth phase Conducted spreadsheet based analysis to develop multi-tier pricing structure; presented four year • turnaround schedule to company president Identified lucrative alternate revenue stream of custom-made equipment for local wineries; generated • incremental revenue of $36,000 to help cash flow during six week lull period Received full time offer post summer internship • Autodesk, Inc. Singapore ® Market leader in in providing design solutions solutions (flagshi (flagship p product AutoCAD ) with $2.2BB revenue Team Lead Selected to join prestigious "Employee Leadership Program"; handpicked by senior leadership from • top 10% of employees based on leadership potential and performance reviews Collaborated with marketing and finance departments to project incremental revenue over next four • years for vendor certification from Microsoft; projected $12MM additional revenue Performed cost/benefit analysis for market segment of non-English speaking customers; increased • revenue by $15MM by leading team to develop multi-lingual product Identified and led mitigation of product risk; honored with Autobucks award (earned by less than •
10% of employees) for implementing risk mitigation framework four months ahead of schedule 2004-2005
Parametric Technology Corporation Pune, India Market leader in providing manufacturing manufacturing process m management anagement products with $1BB revenue SeniorEngineer Engineer Improved assets utilization by effective management of most expensive resources; improved profitability by more than 50% •
2001-2004
Geometric Limited Pune, India Leading engineering solutions and tec technology hnology consulting ffirm irm with $100M $100MM M revenue SoftwareEngineer Engineer Forecasted sales and identified $20MM potential market; assisted CEO in partnering with two large technology firms to integrate their competing products Planned and executed cost-reduction project for major Japanese automobile manufacturer; earned "Team Milestone Achievement" and "Excellent Performing Team" awards •
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Founded annual scholarship providing access to higher education for two underprivileged children Established budget travelers group in Singapore; explored more than ten islands in Southeast Asia
YOGESH GOEL 140-04 Ivy Drive Charlottesville, Virginia 22903 (434) 466 3519 [emailprotected] [emailprotected] irginia.edu
EDUCATION Darden Graduate School of Business Admini Administration stration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Ranked 2ndamong 23 teams in Deloitte Case Challenge, 2008 Selected as peer coach for first year students by Darden Career Development Center Vice President of the Finance Club; Member of Consulting and Restructuring clubs GMAT: 770 University of Delhi, College of Business Studies (College consistently ranked #1 in India for undergraduate business education) Bachelor of Business Studies, May 2005 Elected president of Trivia Club and Co-Chairma Co-Chairman n of Editorial Club
New Delhi, India
EXPERIENCE Summer Summ er 2009
Goldman Sachs & Co. –Investment Investment Banking Division –Industrials Group New York, NY Summer Associa Summ Associatte Conducted due diligence and prepared internal commitments and sales committee memo for
2007-08
$100MM Follow on equity offering for large water infrastructure company Built dynamic financial model detailing consequences of potential merger of leading car rental company with strategic targets
Benchmarked competitive positioning and financial strength of large salvage car dealer aagainst Benchmarked gainst peers to evaluate optimal IPO proceeds; convinced management and private equity owners to execute IPO
Ernst & Young –Risk & Bu Business siness Solutions New Delhi, Delh i, India Associatte C ons Associa nsult ulta ant Advised CFO of $38BB telecommunication company on benefits of integrated distribution channel
2006-07
Senior A na nalyst lyst
2005-06
across multiple product lines leading to reduced costs and 10% improvement in customer retention Led 12 member cross location team for $3MM audit assignment of $38BB telecommunication company; Obtained 100% client satisfaction score and identified cost savings opportunities of $500K Restructured India’s largest telecom infrastructure company by identifying new synergies from strategic partnerships; led to $1.25BB investment from KKR, Goldman Sachs and Temasek Managed and trained seven analysts; Conceptualized and coordinated training modules after consultations with telecomm telecommunication unication practice heads Authored research paper in Ernst & Young’s global survey on financial implication of poor fraud monitoring in telecommunication companies
Spearheaded creation of enterprise-wide risk framework for $400MM auto component manufacturer; Spearheaded carried carrie d out competitive benchmarking benchmarking,, interviews and workshops with client’sBoard of Directors Developed business proposals for adv advisory isory engagements; won $3MM annual business relationship Led organization of Ernst & Young’s ‘Entrepreneur of the Year’ award ceremony; including selection of award winners, design and execution of media plan and supervision of event planners; increased attendance by 40% year on year
Analyst Analy st Designed operations (procurement, inventory and manufacturing processes) for $650MM sugar
manufacturer; recommendations made manufacturer; made to plant CEO were i mpleme mplemented nted within 6 months Formulated strategy and designed 5 year implementation plan for $800M e-governance project for the Indian state of Madhya Pradesh; recommendation made to and was accepted by the Chief Minister of the state Published white paper on ‘Challenges in E-governance in India’, as Ernst & Young’s thought leadership at multiple industry forums
P ERSONAL
Active volunteer for Sshrishti (Indian non-profit for children); individual volunteer work published in national magazines ‘Civil Society’ and ‘M’ Trekked across Himalayas; passionate about cricket & world cinema
JOANNE MARIE CONSUNJI GOTIANUN
106-04 Ivy Gardens •Charlottesville, VA 22903 •434-242-7355 •[emailprotected] [emailprotected] inia.edu EDUCATION Darden Graduate School of Business Administration Charlottesville, Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Recipient of the 2008 Batten Entrepreneurial Scholarship for full tuition 2ndPlace Overall, Darden Business Concept Competition
Specialized Coursework in Finance (35% of MBA load) Participant in the 2009 MBA Venture Capital Boot Camp Member of the following clubs: Finance Club, General Management and Operations Club, Opportunity Consultants Inc. and National Association of Women MBAs GMAT: 700 / Class Rank: Top 1/3 as of end of first year Graduate School of Economics Pasig City, Philippines University of Asia and the Pacific Candidate for Master of Applied Business Economics, thesis pending t o 5 (1 being the highest) GPA 1.25, on a scale of 1 to Four-time recipient of Course “Top-notcher” Award (Top 1% of class within specific course) University of the Philippines Quezon City, Philippines Bachelor of Arts Art s in English with concentrat concentration ion in Creative Writing, Oct October ober 2004 Cum Laude with GPA 1.57, on a scale of 1 to 5 (1 being the highest) Four-time University Scholar and Three-time College Scholar (Dean’s Listequivalent) Completed 80+ credits towards a Bachelor’s degree in Architecture before shifting
WORK EXPERIENCE 2009 Summer MicroAire Surgical Instruments, Inc.
Charlottesville, Charlottesville, VA
B usi usine ness ss De D eve velop lopm ment, B atte tten Ven V enture ture I nter nter nshi p P r ogr am Developed financial forecasts and complete business plans for 7 proposed projects which
incorporated the strategic implications of new products on current portfolio. Evaluated an acquisition target through financial and market analysis. Led the collection and analysis of customer product requirements through survey design, implementation and user interviews. Synthesized and incorporated secondary information. Boticario de Manila, Inc. Muntinlupa City, Philippines Privately-owned Top 100 Taxpaying Company; Compa ny; Pharmaceutical and Convenience Chain
2005 –2007
C o-F ounde ounder and G eneral Mana M anager ger Increased sales from $804,000 to $3.2 M annually. Made capital budgeting decisions resulting in 3 additional branches and determined optimal
working capital requirements per branch. Increased gross margins from 11% to 14% by adjusting product mix and growing line items from3,000 to 7,750 with new drugs and higher margin products. Reduced purchasing time by 75% and receiving time by 66% through the implementation of an integrated front and back office. Developed human resources through daily mentorship, team building, and the creation of a training program and a code of discipline eventually growing from 12 to 74 employees.
C o-F ounde ounder and M anager anager Defined company mission, vision and direction which informed all future company decisions. Determined initial investment requirements and generated monthly revenue of $67,000 by
hitting cash breakeven targets in 3 months of operation and growth targets within 6. Managed all day-to-day operations such as purchasing, accounting, inventory and sales through cross-functional teams and the creation of human resource policies.
PERSONAL
Volunteered as Communications Head at a non-profit. Led to revenue increase of $45,000. Fluent in Filipino and English; E nglish; Conversational in Spanish; Interested in Chinese. Traveled extensively in Europe, Asia, and North America.
MATT A.GUNTHER 1115 Hilltop Rd. Charlottesville, VA 22903 202-365-6448 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Frank E. Genovese Fellow (full scholarship, awarded to three students based on academic merit) President, UVA Entrepreneurship Society (a pan-UVA organization) Represented Darden in VC Investment Competition (NYC) and VC Boot Camp (DC); GMAT: 710 Williams College Williamstown, MA Bachelor of Arts, English and Political Science, June 2000 Essel Fellowship in Neuroscience NCAA Scholar All-American and two sport college varsity athlete (Wrestling and Lacrosse) EXPERIENCE Summer 2009
Tall Oaks Capital Partners (VC) / Coulter Foundation
Charlottesville, VA
Summ Sum mer Associa Associatte
2005-2008
Constructed financial projection model that included a company valuation and capitalization table with assumptions built on future rounds of funding and coinciding dilution Developed a market analysis and go-to-market strategy for portfolio companies (healthcare and IT) Conducted due diligence on a prospective investment in a novel MRI-imaging technology
Kaiser Associates
Washington, DC
Vi ceManaged Pr esid si denta2006-2008 Senior M anager anaager 2005-2006 M anagi ana gi ng (each C onsulta onsultant nt 2005 consulting practice that included team of employees and 4 core clients a Fortune
500 Company)–client client industries: pharmaceutical, telecommunications, financial services Generated $3 million revenue over 2 years by identifying prospects, gaining an understanding of their business needs, framing solutions to meet the needs, and developing client proposals Received company award for “Contributing the Most to Individuals Development” for the development and delivery of training in writing, presentation skills, and Minto principles Project Examples Developed and implemented centralized model for a top 3 pharmaceutical company to drive improved patient adherence across its portfolio of products i mproving the performance of and marketing Conducted due diligence on competing approaches to improving pharmaceutical products that are losing exclusivity Led the integration of a $4 billion corporate merger by assisting a client in developing an Integration Management Team, creating integration roadmaps, completing tasks, and tracking performance
2003-2005
Booz Allen Hamilton
McLean, VA
Senior Se nior Consult Consulta ant (Si x Sigma G reenb reenbe elt lt,, cce ertifi ed) Process Reengineering - Led client teams in the reengineering of business processes, Business including analysis of “As Is” and formulation of “To Be” environments Organization Design- Led client teams tea ms through organizational restructuring in response to strategic
imperatives by assessing current performance, defining problems and root causes and developed d eveloped alternative organizational models with associated advantages and disadvantages Project Example– –Achieved Achieved $11.6 MM annual savings through process and organization redesign
2000-2002
NeuroMetric Technologies
Williamstown, MA
Co-F ounde under , A ct cting ing Chi ef Op Ope erati rati ng Offi Of fice cer r
Wrote business plan and collaborated with co-founding partners to finalize plan and present it to potential investors, including venture capital funds and advertising corporations Assisted in securing funding for first two years of operations and negotiated proof of concept partnership with Nantucket Nectars Directed research operations in projects for Nantucket Nectars, Pfizer and ABC News (research was featured on ABC‟s „World News Now!‟) : collected, analyzed and synthesized research data
PERSONAL
Organize events that have raised over $200,000 for Leukemia Lymphoma Society, Societ y, Rebuilding Together, Habitat for Humanity, Burn Unit of the Washington Hos. Ctr., and American Red Cross Active in various sports including: soccer, golf, and skiing
ASHISH JAI 146 Ivy Drive, Apt 11 Charlottesville, VA 22903 434-466-6997 [emailprotected] •
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EDUCATIO Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 GMAT: 740, CFA Level-II Candidate • Member of Darden Finance and Capital Management clubs •
Charlottesville, VA
Boston University Boston, MA Master of Science, Electrical Engineering (GPA: GPA: 3.96/4.00), May 2006 Received graduate student fellowship covering full tuition expenses • Presented research papers in conference of SPIE, international society of optical engineering • Elected Secretary, SAGE (Student Association of Graduate Engineers) at Boston University • Indian Institute of Technology Kharagpur, India Bachelor of Technology (Honors), Electronics Engineering (GPA: GPA: 8.44/10.00), May 2002 Graduated among top 10% students in graduating class of 454 students • EXPERIECE August 2009 –
PM Capital LLC Charlottesville, VA Investment Analyst Intern Formulation of ideas and strategies in the option arbitrage systematic trading space; analysis, back• testing and refining of investment ideas
Summer 2009
Hypogen Inc Charlottesville, VA Strategy and Business Development Intern Led market sizing and competitor analysis efforts for hypertension diagnostic test; conducted • qualitative research to determine competitive advantage, pricing power and product adoption rates Developed revenue and ROI models to evaluate financial implications of launching the test • Analyzed company’s financing need to launch the test and analyzed the impact of equity financing • on ownership structures; prepared presentation and other investor documents to raise financing
2006-2008
Motorola Inc Libertyville, IL Senior Engineer Pre-sales and program management Managed software delivery efforts for 3rdgeneration mobile devices team of o f 30 people spread across • US and France; initiated new processes to reduced cycle time by 15% Led field testing efforts with key customers such as AT&T to get product shipping acceptance; •
helped company generate revenues of $100MM over 2 years Collaborated with suppliers and marketing team to develop product roadmaps; proposed innovative solutions to improve performance and persuaded senior management to incorporate i ncorporate them in products Product development Led a four-member team on development of high speed Internet connection for next generation mobile phones; mentored and trained three junior engineers on latest tools and technologies Promoted in 18 months following superior performance; two years ahead of peer group
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2002-2004
Texas Instruments Inc Bangalore, India System Design Engineer Managed two contractors on advanced imaging system project proj ect for Nokia from project planning to • delivery phase; generated revenues in excess of $3MM Initiated changes in product development process for multimedia team in partnership with quality • team; improved the compliance with ISO 9000 process
PERSOAL
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Project Coordinator, Asha for Education (Chicago): Led a team of eight individuals to disburse $70,000 annually to support education projects in India Planned Ski, rafting trips and other events as a secretary of SAGE at Boston University
SHUJUN (SHARON)J JIANG Apt 8, 125 Ivy Ivy Drive Charlottesville, VA 22903 1 434 249 5759 [emailprotected] [emailprotected]
EDUCATION Darden Graduate School of Business Administration Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Member of Darden Finance Club & General Management Operations Club GMAT: 740
Shanghai University of Finance and Economics
Shanghai, China
Bachelor of International Businessdistinction: Law, July 2003 with highest distinction: top 3% of class Graduated Merit scholarships 1999-2003 for outstanding academic performance Elected as PR officer of University English Club. Organized cross-university activitie activitiess on a regular basis
EXPERIENCE Summer 2009 Colfax Corporation Richmond, VA Summer Intern, Business Development & Marketing Strategy Built research and analysis process for identification of acquisition targets. Conducted market research by screening a variety of industries to identify potential products and target companies for acquisition. Presented to CEO and major board member.
2006 - 2008
Eaton Corporation Shanghai, China Senior Analyst, Corporate Development & Planning Leadership Experience f eedback, and Monitored performance of analysts, performed industry training, provided feedback, updated senior management on current developments and on-going concerns. Efficiently led acquisition projects with senior management members on the team Strategic Planning Designed a market research process that became a corporate-wide standard research process for filtration business in China. Researched the $ 1B filtration market and developed strategic plan for filtration business in China. Drafted the acquisition part of strategic plan for Hydraulics and Filtration business business in China. Deal Pipeline Development Increased deal pipeline by more than 50% by identifying more than 20 potential targets for both hydraulics and filtration business units. Contributed to five M&A projects with a total value of $ 119 119MM MM by establishing beneficiary relationship with industrial associations and valuable contacts. Worked regularly with China China President, Operations Operations Vice-president, and Asia Pac Pacific ific President of Eaton Corporation promoting potential acquisition projects.
Deal Execution Led due diligence on key filtration projects covering new products and different business models. Coordinated due diligence, and performed valuation for a variety of projects worth $ 88MM, ranging from family business with an annual revenue of $ 7MM to state-owned corporation with an annual revenue of $ 39MM, in the forms of JV or 100% acquisiti acquisition. on.
2004 - 2006
Accenture Shanghai, China Analyst, Finance Solutions Solutions Analyzed financial impact impact on operations operations of different outsourcing projects. Designed business process flow to facilitate overseas finance service outsourcing transition program and implemented recommendations.
2003 - 2004
Watson's Daily Care Products Shanghai, China Management Trainee Assisted in the opening opening of three retail stores as par partt of a massive expansion effo effort. rt. Promoted to store manager in nine months of time and managed store efficiently. Rotated in all departments of the company.
ADDITIONAL DDITIONAL INFORMATION Organized Eaton corporate team to compete in Shanghai Toray Cup Marathon Race Assisted in organization organization of donation to village schools in China China in 2006
KENT ENT RYAN YAN JOHNSON 1743 Sugar Maple Court Charlottesville, VA 22903 (347) 306-7672 [emailprotected]
EDUCATION Darden Graduate School of Business Administration, University of Virginia Charlottesville, VA Candidate for Master of Business Administration, Class of 2010 Elected Vice-President of Venture Capital–Entrepreneurship Entrepreneurship & Venture Capital Club Elected President–Outdoor Outdoor Club
Member of Darden Private Equity Network; Darden Capital Management; Finance Club Participated in 2009 Darden/Batten Institute Venture Capital Bootcamp GMAT: 680 (90thPercentile); Analytical Writing Assessment: 6.0/6.0
Dartmouth College Hanover, NH A.B. in Anthropology, June 2005 Elected President–Dartmouth Dartmouth Cycling Club; Jacketed Member and Whitewater Kayak Instructor– Ledyard Canoe Club; Member –Sigma Sigma Phi Epsilon Fraternity; Ski Patroller & Certified EMT Tuck Graduate School of Business at Dartmouth Bridge Program Graduate, Summer 2003
Hanover, NH
WORK EXPERIENCE Summer 2009
Meritage Funds
Denver, CO
Venture Capital Associate
2005-2008
Analyzed portfolio company to determine if entire world, Japan, or world excluding Japan was most feasible. Developed full model and revenue/expense analysis for each strategy Created dynamic financing model to drive debt term negotiation for capital expenditures need Updated and expanded capabilities of financial projection model for company monitoring and board package preparation Developed option pricing model for existing employees at portfolio company Performed industry and company analysis on potential transactions Researched new industry focus: cloud computing and FinTech. Compiled data on potential targets
Bear, Stearns & Co. Inc.
New York, NY
C orporate H ead adqua quarr ter ter s Strat Str ate egy Analyst A nalyst ( 2007-2008)
Developed presentations to introduce Firm to potential buyers during Firm’s liquidity crisis in March 2008; involved in Liquidity and Funding meeting w ith JPMorgan and Firm’s Treasury Dept. exposure to “2007 Credit Crisis” and potential need for capital infusion from foreign Evaluated strategic investors (i.e. China,/2008 sovereign wealth funds, etc.) for presentation to Bear’s CEO Benchmarked Firm’s earnings relative to other major Wall Street investment banks Recommended to group by head of Collateralized Debt Obligations (“CDO”) Dept.
I nvestm nvestme ent B anking A nalyst, nalyst, CD O Gr G r oup ( 2005-2007)
Worked on 25 completed CDOs –total total value exceeding $15 billion (ABS, CLO, CMBS) Improved method of calculating accrued interest by customizing Excel spreadsheet–resulted resulted in discovery of potential overpayment in excess of $1 million Interacted on a daily basis with Sr. Managing Directors at Bear and CFOs of client companies to analyze and structure transactions Marketed Firm’s services to prospective issuers –participated participated in all phases of CDO underwriting, calculated pricing, and marketed bonds directly to investors Organized Bear Stearns’ annual CDO Conference–over over 1,000 attendees Invited to remain in group as third-year Analyst
Summers
Trust Company of the West (“TCW”) (“TCW”)
Senior Se nior L oan and B ank Deb Debtt Analys Analystt (2004) (2004)
Utilized financial models and industry i ndustry comparables to analyze prospective investments in manufacturing, insurance, gaming/entertainment, financial, and retail companies Created models and wrote investment proposal memoranda for eight new consummated transactions
Mezzzanine F inance Mez inance Analys Analystt (2001) (2001)
Los Angeles, CA
Worked exclusively with Mezzanine Fund –$3.5 $3.5 billion of capital under management Evaluated financial soundness and projected growth expectations for prospective investments; reported results via Excel models, company comparables, and internal i nternal memoranda Prepared 250-slide PowerPoint presentation, summarizing inception/year-to-date investment results and projected growth for annual Limited Partners’ Conference
F i na nancial ncial Analyst Analyst (2000) (2000)
New York, NY
Los Angeles, CA
Worked with Mezzanine, Shared Opportunities, and High Yield Bond Groups Analyzed companies, created models, designed comparables, and wrote internal memoranda on potential investments
ACCOMPLISHMENTS/PERSONAL
National Association of Security Dealers (“NASD”)Certifications: Series 7 and Series 63 Eagle Scout Guinness World Holder: “Fastest Double -TransAmerica Cycling Journey” to Mexico) 3,600Record miles (Seattle, WA to Washington, DC) and 2,500 miles (Canada Cycled Raised over $100,000 for Parkinson’s disease research Interests include golf, skiing, hockey, tennis, backpacking, sailing, kiteboarding, and photography
SHIKHA KHETRAPAL
127 Ivy Drive, Apartment # 4 Charlottesville, VA 22903 +1-(508)-667-0984 [emailprotected]
EDUCATION Darden Graduate School of Business Administration, University of Virginia
Charlottesville, VA
Candii date Cand ate for M ast aste er of B usi usine ness ss Adm A dmii nistrat ni stratii on on,, M ay 2010 2010 International Ambassador for the Admissions Committee Member of Finance Club, Private Equity and Darden Capital Management Club GMAT: 730 (97thPercentile); 50/51 in Quantitative (95thPercentile)
Delhi College of Engineering, University of Delhi
Delhi, India
B ach che elor lor of E ngi ngine nee ering ri ng (B ( B .E .), May 200 2005 5 S.M. Krishna Scholar - Full Time merit based scholarship awarded to only four students per class Graduated magna cum laude with 3.7 GPA; Ranked 2 of 77; Received Dean’s List Honors all eight semesters President, Asia Pacific Student Entrepreneurship Society and Career Management Services
Cleared Chartered Financial Analyst (CFA) Level 1 exam (>70% in all areas). Candidate for CFA Level 2 EXPERIENCE Present Darden School of Business Designation: Research Assistant (Corporate Finance) Working with Professor Bob Conroy for developing cases for the Corporate Finance course. Summer 2009 Intrinergy LLC Designation: Corporate Finance Intern
Charlottesville, VA Richmond, VA
Intrinergy is an iinternational nternational provider of re new newable able energy solutions, specializing in generation & distribution of green energy for industrial partners, utilities and consumers.
Developed the 15-year financial fforecasting orecasting model for Intrinergy’s combined heat and power plant and co-located wood pellet plant located in Straubing, Germany.
Worked with with the C CFO FO in developing financial m models, odels, performing due diligence and preparing the Investment M Memorandum emorandum and Term Sheets for raising $50 MM of equity financing. Developed the Income Statement & Balance Sheet for Greenfield & Brownfield investments in the US & EU in the wood pellet market. This model was used while seeking equity investments by Intrinergy from Riverstone and AES private equity groups. Conducted financial reviews of all the subsidiaries of Intrinergy by analyzing monthly P&L performance including variance versus budget, year-over-year comparisons and risks and opportunities to operating plan.
Worked with Intrinergy’s lawyers to finalize the Asset Sale Purchase Agreements and Operations & Maintenance Agreements between Intrinergy and Hanes Brands, Bra nds, a textile manufacturer manufactur er in the Dom inican Republic. Summer 2009 Axia Associates Designation: Summer Associate (M&A) Los Angeles, CA
Utilized DCF, Comparable and Publi Publicc transaction analyses tto o develop v valuat aluation ion v views iews for Management Management and Board of Directors for a pharmaceutical client looking to diversify in the energy drinks and herbal supplements sector in the US. 2006 –2008 PricewaterhouseCoopers Division: Corporate Finance & Investment Banking Delhi, India Senior Consultant(2007, 2008) Consultant (2006)
Worked as industry generalist within the hospitality, healthcare, retail, consumer products, media, jewelry, government sector. Received 2006 and 2007 PwC Partner’s Award for outstanding leadership and client management.
highest annual performance ranking among 30 peers for two consecutive years (06-07, 07-08). Recognized for team Achieved coordination, client relationship management, time management and interpersonal skills.
Promoted to Senior Consultant within one year of joining PricewaterhouseCoopers; 24 months ahead of peers; youngest Senior
Consultant in the firm
Tr ansact ansactii on E x peri erien ence ce Constructed DCF and LBO models, public company merger models and accretion/dilution models for potential high yield, equity,
convertible debt, M&A and restructuring deals. Analyzed companies’ pre - and post-transaction financial positions and restructuring plans to identify conflicts of interest related to proposed mergers, acquisitions ac quisitions and tender offers. Created integrated financial models to analyze various operating scenarios and capital structure alternatives for M&A Performed financial statement analyses, cash flow forecasts to analyze potential client’s businesses. Also analyzed liquidity positions, incorporating review of o f constraints imposed by credit c redit agreements and bond indentures. Determined acquisition related risks, potential synergies, post-acquisition integration needs through quantitative and qualitative analyses of company financial statements and operating data. Guided clients through different aspects of merger integration process, addressing gaps as necessary, across several industries. Prepared pitch books and marketing presentations for generating new business for the firm. 2003-2005 Primus India Investments Designation: Analyst (Part-Time) Delhi, India Built and analyzed company valuations and capital structures (LBO, DCF, comps analysis), conducted industry research and prepared investment memorandums, term ter m sheets and management presentat ions for raising $100 MM equ ity. _______________________________________________________________________________________________________________________ ADDITIONAL
Proficient in MS Excel, MS Word & MS Power Point.
MICHAEL EDWARD KOCHAN OCHAN 215 Harvest Drive, Charlottesville, VA 22903 (610) 291-6355 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 William Michael Shermet Award Winner, Sept 2009 Entrepreneurship & Venture Capital Club; Private Equity Club; Darden Capital Management GMAT: 760 University of Virginia B.A. Economics, B.A. Foreign Affairs, Affairs, May 2005 Echols Scholarship (2001-2005)
Charlottesville, VA
EXPERIENCE 2009
Freedom Meditech, Inc San Diego, CA Freedom Meditech Meditech is a medical device startup focused on developing developing and commercializ commercializing ing innovative, noninvasive technologies for diabetes screening and daily glucose monitoring. B usine usi ness ss D evelop velopme ment nt A ssociate Developed comprehensive go-to-market strategy for international launch of company’s inaugural device offering, including pricing, distribution, reimbursem*nt, and strategic partnerships Finalized syndication for $2M Series A financing and launched $8M Series B round, with efforts focused primarily on valuation, due diligence, negotiations, and investor relations Engaged several members of Congress to secure $4M in federal appropriations & grants
2005-2008
IMS Health, Inc
Philadelphia, PA
IMS is the world’s largest healthcare data and consulting firm, offering management and IT consulting services to large pharmaceutical, pharmaceutical, biotech, and medical medical device clients. Senior Se nior Analy Analyst st,, Consu Consult lta ant nt,, a and nd Mana Manage ger r
Financial Analysis Maintained primary responsibility for company, industry, and regulatory analysis in the Healthcare space, including preparation of pro forma statements, construction of company financial and a nd product lifecycle snapshots, and the development of an annual industry diagnostic Developed pipeline & portfolio performance models, using Access, Excel, and VBA Operations Management & Process Improvement Assessed and implemented internal operational improvements i mprovements in furtherance of the company's transition to a consulting model Managed internal Process Improvement Taskforce, charged with implementing six s igma best practices across sales, consulting, and client service Designed and implemented new Opportunity & Pipeline Management system, Customer Experience program, and cross-functional Global Account Planning process for top 100 accounts
Recognition: IMS Americas Outstanding Achievement Award (2006); IMS Americas Above & Beyond Award (2006); IMS Above & Beyond Award (2007)
2004-2005
GH Venture Partners, LLC New York, NY GH Venture is a venture capital and corporate development firm focused on early-stage direct investment opportunities in the aviation, telecommunications, and life sciences fields. I nter nter n / A nalyst nalyst Prepared market and industry research, financial analysis, and company valuation for proposed investment opportunities, in support of preliminary due diligence
2003
The Pennsylvania Trust Company Radnor, PA Penn Trust is an investment investment managem management ent and fiduciary fiduciary services fir firm m located on Philadel Philadelphia phia’s Main Line. The company manages $1.5 billion billion in assets assets and provides estate, estate, tax, and trust trust advisory servi services. ces. I nt nte ern
Rotated through asset management, research, and trust advisory groups, developing skills in equity/market analysis, corporate valuation, portfolio & risk management, and tax planning
ECOGNITION ADDITIONAL SKILLS,INTERESTS &RECOGNITION
CFA®Level II Candidate–June June 2010 Fluent in Spanish Licensed Private Pilot, Advanced Scuba Diver, Avid Hiker, Inexorable Golfer
JOSHUA S.LANGSAM 1840 Candlewood Court Unit 204 Charlottesville, VA 22903 (914) 263-7870 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 President , Darden Private Equity Club Portfolio Manager, Darden Capital Management GMAT: 730; AWA: 6.0 Dartmouth College Bachelor of Arts in Economics, June 2004 Program Chair, Alpha Chi Alpha Fraternity GPA: 3.31
Charlottesville, VA
Hanover, NH
EXPERIENCE 2009
Raptor Capital Management
Boston, MA
Consultant, Consulta nt, The Rap R apto torr Pr i va vate te Portfolio Por tfolio (2009)
Consult on management of $920MM illiquid investment portfolio with commitments to 13 external private equity funds totaling $413MM and investments in 47 portfolio companies totaling $507MM.
Summ Sum mer Associa Associatte, The R apto torr Priva Pr ivate te Portfolio Portfolio (2009) (2009)
2004-2008
Collaborated on management $920MMdeal illiquid investment portfolio. Projected financial statements,ofnegotiated terms, and authored investment memorandum to close investment in programmable semiconductor company. Analyzed competitive dynamics in capital structure of hospitality technology company to protect investment. Authored due diligence memoranda on external private equity funds for COO, CFO, and GC.
Tudor Investment Corporation
Greenwich, CT
Pr e-M -MB B A I nt nte ern, Special Special Opp Oppor tu tunities nities Group G roup (2008) (2008)
Presented co-investment opportunity in $24.5MM acquisition of insurance i nsurance restoration company to Tudor president. Collaborated with management at retail drugstore company to mitigate cash burn, forecast cash flow from store closings, and close bridge financing. Projected financial statements and analyzed comparable acquisitions to evaluate opportunity to invest in national Spanish-language television network. Forecasted revenue and exit valuation for opportunity to invest in clean water technology company.
Senior Se nior Analys Analystt , Middle Middle Office Offi ce (200 (2007 7–2008) 2008)
Managed four Middle Office analysts covering eight client funds totaling $17.8B. Directed due diligence for $4.2B external investment portfolio for senior management. Analyzed portfolio manager performance and risk metrics for product development team to t o launch emerging market equity and credit funds. Developed model to price weather futures and options for $150MM portfolio.
Analy Ana lyst st,, Middle Middle Office Offi ce (2005–2007) 2007)
Created proprietary pricing models and derived daily valuations and risk metrics for derivatives. Devised dynamic model to allocate interest charges for $10B portfolio to efficiently allocate capital.
Analy Ana lyst st,, Trading Trading Ope Operat rations ions (2004 (2004 - 200 2005) 5)
Supervised foreign and domestic equity confirmation, settlement and FX funding for $7.9B portfolio. Managed fixed income trade confirmation and settlement for firm overnight liquidity requirements.
PERSONALINFORMATION National Futures Association Associated Person (Series 3). Darden-UVA Outreach Undergraduate Mentor Program.
MATTHEW R.LAWRENCE 114 Ivy Drive Apt 10 Charlottesville, VA 22903 (210) 326-6437 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Class of 1962 Reynolds C. “Bucky” Siersema Memorial Scholarship Member of Finance, Private Equity, Outdoors, and Toastmasters (Co-founder & VP) Clubs GMAT: 750
Charlottesville, VA
McCombs School of Business The University of Texas Bachelor of Business Administration, May 2004; with honors Overall GPA: 3.83 Major in Finance; Minor in Accounting
Austin, TX
EXPERIENCE 2009
GE Consumer & Industrial
Louisville, KY
B usiness usiness Pro Pr ogr am Int I nte ern Evaluated vital market segment to determine key retailer and consumer influencers and drivers. Analyzed retailer behavior to determine effectiveness of sales and marketing organization. Conducted SKU profitability and rationalization analysis to identify pricing, costs, and lineup strategy.
2004-2008
Clear Channel Communications, Inc.
San Antonio, TX
World's leading outdoor and radio advertising company
Project Consultant (2008) Independent assessment of financial analyses and projects for senior management and financial sponsors.
Seniorr F inanc Senio inancial ial Ana Analy lyst st (2006-20 (2006-2008 08); ); F inanc inancial ial Ana Analy lyst st (2004-20 (2004-2006 06)) Managed four-member analyst team with responsibility for training and quality control. Directed quarterly earnings release analysis process to prepare senior management for board of directors
meetings and earnings conference calls. Led and integrally contributed to intensive i ntensive financial and strategic reviews of investment opportunities including i ncluding acquisitions, divestitures, strategic initiatives, and treasury proposals. Significant transactions included: Clear Channel Outdoor IPO, Live Nation Spinoff, Clear Channel Communications LBO, and over 250 additional opportunities representing over $1.5 billion. Gathered, reviewed, and analyzed data to produce investment i nvestment summary and recommendation for President & CFO, SVP-Strategic Development, and SVP-Corporate Development. Designed and maintained corporate earnings and leverage buyout model used by company co mpany and financial
sponsors for forecasting and strategic planning of a $27 billion bi llion enterprise value company.
Supported SVP-Corporate Development in preparation of $400 million capital expenditure budget. Represented company, negotiating language, highlighting investment merits, and framing risks, to ensure
accuracy in development of marketing documents required for $20 billion bil lion of transactional financing.
Coordinated transaction related responsibilities among acquirers, bankers, lawyers, and accountants. i ndentures to ensure credit agreement Prepared debt compliance package for senior and subordinate debt indentures
compliance on over $7 billion in debt. 2003-2004
Erben & Yarbrough One of Austin's most successful lobbyist firms I nte ntern Researched legislation, notably franchise tax, to assess effects on clients. Completed and filed regulatory reports with state agencies.
Austin, TX
PERSONAL
Brother South Texas: Big Brother, Recruitment Development (2006-08).(2006StandUp for Big KidsSister - SanofAntonio: Executive Director, Outreach Supervisor, Supe rvisor, andCommittee Outreach Counselor Big
2008), built a sustainable organization with 30+ members.
Enjoy watching Texas Longhorns football, reading, skiing, and playing dodgeball, football, and golf.
ADRIANO LUIZ MAESANO 1231 Swan Lake Drive #303
Charlottesville, Charlottesville, V VA A 22902 (434) 566-6059
[emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, Charlotte sville, VA University of Virginia Candidate for Master of Business Administration, Administration, May 2010 Dean's Merit Scholarship / GMAT –750 750 Club Membership: Finance, Marketing, Media and Entertainment, Latin American (LASA)
Elected Student Affairs Representative, LASA Liaison and member of Hospitality Advisory Group
Escola Superior de Propaganda e Marketing Post-Graduate Degree Degree in Marketin Marketing, g, June 1998 Highest score on Admission test
São Paulo, Brazil
Fundação Armando Alvares Penteado Bachelor of Business Business Administrat Administration, ion, June 1995 Elected Speaker of the Class at Commencement
São Paulo, Brazil
EXPERIENCE Summer 2009
Sentiment Insight / Elder Research
Charlottesville, Charlotte sville, VA
I nte nteri m COO Performed a thorough diagnosis of the competitive landscape, looking for opportunities for the
2007-2008
development of the project and the selection of prospective clients and strategic partners Established significant relationships and organized meetings with several high-profile prospects in market research, advertising and law firms and social media consultants
EFT Confecções (Jeans manufacturing company)
São Paulo, Brazil
Managi ng Partne Mana Partner / Chief F inancia inanciall Office Offi cerr Led company since start-up, creating administrative and financial structure to support business Created communication system between sales and production production for increased knowledge sharing,
2002-2007
reducing costs by 20% by optimizing fabric purchases and accelerating production process Developed and managed several clients, generating new businesses and partnerships in strategic markets; increasing the company’s revenues by 40%
Fast Bank(Factoring (Factoring company)
São Paulo, Brazil
Accountt Mana Accoun Manage ger r Strengthened competitiveness competitiveness by developing an Investment Fund, strengtheni strengthening ng our competitiveness
by offering lower lower rates and inc increasing reasing our funding by 70% in the first first year of o operation peration Generated new accounts to company, and managed them through constant relationship relationship and client visits in varying industries ranging from retail, plastic, clothing and auto parts
1999-2007 1999-2 007
AllPro (ESM) Marketing Esportivo (Sports Marketing)
São Paulo, Brazil
Managi ng Partne Mana Partner Founded the company and led the strategic planning and sponsor relationship, creating opportunities
for athletes and teams, through advertising campaigns, speeches and public appearances
Negotiated one of of largest advertising advertising campaigns campaigns for the 2000 Sydney Sydney Olympics, invo involving lving 15 top
1994-1999
Brazilian athletes in a $5 million, 6-month long media campaign for Brasil Online (UOL Group) Developed and maintained several sports websites, including one of the top soccer clubs in Brazil
Arthur Andersen
São Paulo, Brazil
Senior Audi Senior Audi tor –F F i na nancial ncial I nstitut nstitutions ions Performed due-diligence in several financial groups that were targeted by international investors Translated financial statements into English and US GAAP; reporting directly to partners and clients Instructor in several training activities on Financial Markets
ADDITIONAL INFORMATION
Restaurant owner (2003-2005) where my wife was the chef/manager Languages: Fluent in English and Portuguese (native), proficie proficient nt in Spanish Activities: EC Sírio–Club Club Director and Captain of Soccer teams for over 15 years Manage own diversified investment portfolio since 1995
ANIAJ.NOWICKA 109-11 Ivy Drive Charlottesville, VA 22903 571.214.3999 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Member of Consulting, Finance and General Management Clubs Mentor to MBA candidates as part of National Association of Women MBAs outreach
Admissions Ambassador for Poland —international support to Darden Admissions
University of Silesia Master of Arts, British and American Literature, July 2001, GPA: G PA: 3.8 Bachelor of Arts, English & Linguistics, July 1998, GPA: 3.7 Recipient of several merit-based scholarships
Katowice, Poland
EXPERIENCE
2009
Procter & Gamble $60BB global consumer goods company
Cincinnati, OH
–August Corporate Finance Intern (May– 2009) Recommended changes to pricing and sizing strategy for billion-dollar brand, expected to result in 20% lift in market share as well as positive impact on profit. Provided leadership to multi-department intern team evaluating mass collaboration opportunities, resulting in presentation of findings and action plan to P&G CEO Bob McDonald.
2002-2008
Estimated size of online market for line of products, and recommended investment levels and strategies necessary to result in disproportionate e-share growth for brand. Led cross-functional team to determine minimum success criteria for product restage initiative.
International Research & Exchanges Board (IREX) $60MM international development consulting nonprofit; US government contractor
Washington, DC
Senior Budget Analyst, Education Programs Division (January 2006– July 2008) Led implementation of new accounting system for main business unit, resulting in 30% improvement i mprovement in reporting efficiencies across divisions. Formulated and executed $20MM annual budget across 15 international offices and DC-based headquarters, and issued recommendations to CFO. Transformed procedures for organizational tax compliance with IRS for more than 1,000 foreign nationals participating in US-government exchange programs. Program Officer, Partnerships and Training Division (March 2004–January 2006) Managed operations of network of 150 technology centers across 11 countries of Eastern Europe. Supervised team of expatriate managers with authority extending over nearly 100 employees. Retained major technology contract by writing successful proposal to influence client to continue project despite drastic budget cuts on client’s end. Advised businesses and organizations in Central Asia on effective eff ective implementation of business and public policy strategies to improve overall financial performance with 90% success rate. Program Coordinator, Partnerships and Training Division (July 2003–March March 2004) Led design and launch of online statistics collection system connecting 150 technology centers on two continents, earning an early promotion after only eight months in position. Developed methodology and process for analyzing and evaluating demographic data and technology usage patterns of 28,000 individuals in 11 countries. Program Associate, Partnerships and Training Division (September 2002–June 2003) Improved process of collecting, organizing and reporting data on multi-country projects. Coached staff in Eastern Europe on effective communication strategies to convey impact of local initiatives, and developed training which boosted reporting efficiency by more than 30%. ADDITIONAL
Work authorization: US citizen; authorized to work in countries of European Union Language Skills: Polish (native) and Russian (conversational) Personal interests:Post-colonial literature, international travel, and hang-gliding
KEVIN EVIN P. O'CONNELL 1135 Round Hill Drive Charlottesville, VA 22901 617-775-3919 [emailprotected] [emailprotected] du
EDUCATION
Darden Graduate School of Business Admini Administration stration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Co-chair: Peers@Darden, Darden Art Project 2010 (DART). Member:: Finance, Consulting, Member Cons ulting, & Venture Capital/Private Capital/Private Equity Clubs Darden Capital Management Stock Pitch Competition: Recommended buy Eclipsys Corp (ECLP) (ECLP).. Boston College Bachelor of Arts - Art Art History, May 2 2003 003 Appalachia Volunteers (Habitat for Humanity). Humanity).
Chestnut Hill, MA
Trinity College Dublin Academic Year Year Ab Abroad, road, 2001-2002 2001-2002 Member:: Trinity Boxing Club, Intramural Football Club. Member
Dublin, IRE
EXPERIENCE
Investure, LLC Full-service, outsourced Full-service, outsourced investme investment nt managem management ent of office. fice. Overse Oversees es client assets assets totaling $5 billion. billion.
2009
Summer I nte Summ nter n Charlottesville, VA Performed cost analysis of all firm investment operations: compiled fund expenses including fund
administrators, custodians, back office solutions, and software systems. Presented and reported directly to CFO/COO helping to support an informed informed decision betwee between n maintaining current processes and seeking cost effective alternatives. Built pro forma model of fund management fees to analyze and calculate appropriate rate to charge investors in each of firm’s pooled in ve vestment stment vehicles; results led to change in firm’sfee schedule. Led initiative to aggregate fund domicile and valuation information providing clients and partners with accurate reporting data for filing Foreign Bank Account Report (FBAR) to US Tre Treasury. asury.
Eze Castle Software –BNY BNY ConvergEx Group, LLC (Bank of New York) Software provider and consulting firm. Serves investment management companies across the globe. 2007-2008
Manager, Mana ger, Quality Assurance Group Boston,, MA Boston Directed 20 QA analysts through software release cycle: including defect detection and reporting,
2004-2007
proofing code, code, and approving produc productt releases before before deployment at clie client nt sites. Trained analysts on sound software and business metrics for ensuring comprehensive white-box testing for all Eze Castle Software applications. Coached analysts towards next career promotion. Guided analysts to highest production level to date, releasing 59 system updates and over 150 application patches: ensuing period resulted in most active client upgrade schedule in firm’s history.
– – New York, NY betwe London, UK Consultant Led software and product implementations for new hedge fund clients between en 2005 andBoston, 2007. MA Advised all end users: us ers: trained client portfolio managers, managers, traders, operations personnel. Customized software application features to meet client s’ investment strategies and reporting
requirements: met compliance compliance for trade and holding hol ding preferences and protocols at each client firm. Undertook Under took major system upgrades for existing clients: provided 24x7 consulting support for o ver 50 firms with assets under management ranging between $500MM and $2B.
Mass Bay Brewing B rewing Company Company - Harpoon Brewer Brewery y 2003-2004
Saless A ss Sale ssist ista ant Boston, MA Supported Boston-area sales team by advancing brand awareness through enhanced point-of-sale
marketing marke ting and providing just-in-time distribution to retail locations, restaurants, and bars.
P ERSONAL
The Roxbury Latin School, Class Agent (1999-Present) Represent the class of 1999 as regular volunteer during alumni events and fund raising initiatives. Eastern Massachusetts Men's Soccer S occer Association, Co-Manager (2002-2008)
Managed men's full-side amateur soccer team: organized team finances, schedule, & field permits. Managed Dual Citizen –US & Republic of Ireland (EU).
Extracurricular–Av Avid id cyclist & golfer. Enjoy hiking and outdoor sports.
SUPRAJJ REDDY 105 Ivy Drive, Apartment #10 Charlottesville, VA 22903 (862) 812-3035 [emailprotected] •
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E DUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administrat Administration, ion, May 2010 GMAT: 730 (Quantitative - 51/99%; Verbal – 37/83%) • Member of Darden Finance, Energy and Technology Clubs •
Charlottesville, VA
Indian Institute of Technology (IIT) New Delhi, India Bachelor of Technology Technology (Industrial and Production Engineering), Engineering), May 2004 2004 Elected class representative for year 2002-03 Top 1% of students to be selected for IIT Delhi from a pool of over 150,000 applicants • •
EXPERIENCE 2009
2007-2008
Darden Graduate School of Business Administration Charlottesville Charlottesville,, VA Research Associate Synthesized critical insights for Amazon’s Kindle division to help identify product effectiveness and • shortcomings; recommended go-to market strategy for the education sector Built valuation models for largest online Canadian floral company with revenue of $20MM; • evaluated growth options in US and Europe to maximize enterprise value through potential buyout Researched $150MM Rosetta Stone IPO, portfolio company of ABS Capital Partners, to analyze • decision processes that led to most successful public offering in 2009 IPpro Inc.
Bangalore, India
An internation international al legal & tax ccounseling ounseling law fir firm m widely recognized recognized for cross-border cross-border structuring work work Senior Associate Identified new business opportunities focused on monetizing patent portfolio and devised methodologies for successful execution; generated $200K in incremental revenue Developed business across multiple accounts through focused pre-sales effort, opportunity qualification, proposal development and client presentation Introduced quality management system leading to objective performance evaluation, increased accountability and increased employee utilization; improved bottom line by 10% •
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2006-2007
Ripple Research New Delhi, India A startup providing providing complete spectrum spectrum of IP consulting, technol technology ogy and innovation services services Co-founder/Entrepreneur Established presence and built networks at trade shows; managed company operations from the • ground up; worked with marketing and sales to facilitate client demonstrations
2005-2006
Evalueserve.com
Gurgaon, India
India’s largest Data Analytic Analytics, Research, Busines Businesss Intelligence & IP Services firm firm Senior Research Associate s, Investment Research, Led multiple teams simultaneously as Project Manager; was promoted to of the role of Project Manager within 10 months – ahead of usual 2 years Managed several IP due diligence & landscape analysis projects; established open communications channels with clients in US and Europe and advised them on IP Asset Management strategies Awarded 'Best Team' for year 2005-2006 over 6 competing teams from different competing companies; received 5 star rating (highest rating) from a Fortune 100 client •
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2004
TATA Motors Ltd. Bangalore, India India’s largest fully integrated automobile automobile manufacturer; manufacturer; revenue $8.8 billion billion Dealer Accounts Manager Developed sales strategy for TATA 207Di (pick-up truck with revenues over $50MM) leading to an • incremental revenue of $700K Led 25 sales executives from top 5 auto dealers in India in crea creating ting advertisem*nt campaigns and • road shows for promoting the product; product inquiries grew 25%
A DDITIONAL INFORMATION Developed Management Information System for an unorganized sector; project was implemented at • Khadi and Village Industries Corporation (KVIC) for a 30% increase in operational efficiency Headed team selected for implementation of Lean Manufacturing principles at Widia India Ltd, • achieved a 65% reduction in machine downtime by performing time and motion study
PATRICK H.PARK 119 Ivy drive APT#1 Charlottesville, VA 22903 434-466-4460 [emailprotected] [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlotte Charlottesville, sville, VA University of Virginia Candidate for Master of Business Administration, May 2010 Research associate: Teten Advisors LLC, ‘Deal Origination by Private Equity and Venture Capital Funds’ Active member: Finance, Private Equity, and Turnaround & Restructuring Clubs Winner of Darden International Performance, leading performance team of 7 Korea University Bachelor of Science Science in Life Sciences, Feb 2006 2006 Korea University Academic Scholarship (1999) Samsung Foundation Full Merit Scholarship for 4 consecutive semesters (1997-1998) Elected President of 120-person Korea University Baske Basketball tball Club
Seoul, Korea
Grossmont College (GPA 3.9/4.0) Business Administration, Administration, 2005–Completed Completed one semester of regular coursework Selected to be Director of social activities for Internatio International nal Student Club
El Cajon, CA
Hanwha Investment Trust Management
Seoul, Korea
EXPERIENCE Summer 2009
Summer Assoc Summ Associ ate, Alte Alternat rnative I nve nvestment & G lob lobal I nve nvest stm ment Dep Departme rtment Evaluated the investment opportunities of Chinese manufacturing companies by performing industry and
2006-2008
company specific research and developing developing detailed financial projections Researched and analyzed the investment feasibility of Volatility-In-One Quant Fund based on financial engineering theory; prepared reports and made presentation to the investment managing director Developed customized financial valuation systems using FCF, RIM, and DDM valuation methods, and analyzed and applied 4-factor beta model m odel in calculating cost of capital
LG CNS
Seoul, Korea
C onsultan onsultant, t, H i g h Tech Team Team Global ERP Package Implementation for LG Electronics Led cross-functional team of 8 to establish budget management module by applying global single instance technique, compressing the financial process time by 40% and achieving annual cost reduction of $20MM Analyzed purchasing process for cost reduction and crafted purchasing evaluation model; reduced purchasing error by 95% and reduced reorder reorder cost by 50% R&D Project Project Valuation System Development for LG Electro Electronics nics Implemented R&D valuation system consulting project utilizi ut ilizing ng improved cost forecasting technique, which resulted in 20% increase in accuracy a ccuracy and 20% cost reduction of finance division Refined managerial finance reporting process of R&D division by applying auto-allocation method, reducing workload by 60% and generating automatical automatically ly up-to-date executive reports
2001-2004
Hanyang Comtech
Seoul, Korea
Systtem Designe Sys Designerr and and E ngine nginee er, Bud B udge gett & T Ta ax Acco Accoun untting Syst Syste em Tea Team National Tax Management Management Systems Development for Korean Governmen Government t Created the National Tax Management System System with multi-dimensional multi-dimensional tax validation logic, improving accuracy by 95% through thr ough simplified simplified tax computatio computation n processes and driving 40% cost reduction Led negotiation team to persuade various stakeholders for the National Real Estate Information System project, resulting in subsequent pro project ject deal succe success ss and increasing company company revenue by 15% Budget Accounting Accounting Management Systems Systems Development for for local governm government ent offices Engineered local government budget management system using advanced capital flow analysis and income forecasting method, achieving 60% market share and winning the Government Minister’s Award Won the Hanyang Hanyang Comtech Program Championship, biannual application programming programming contest for the most skillful and experienced engineers, for devising the most efficient and logical application system system
ADDITIONAL INFORMATION
Certified Futures Consultant, Certified Securities Investment Consultant, Korea Candidate for CFA level II Volunteer instructor for Tijuana Community Service Team of 15, Mexico Winner of LG CNS Performance Contest, leading visual art performance team of 21 Black belt in Judo; Interested in jazz dance, basketball, golf
MAHIMA M.PATNAIK 158 Harvest Drive Charlottesville, VA 22903 415.846.4117 [emailprotected]
EDUCATION Darden Graduate School of Business Charlottesville, VA University of Virginia Candidate for Master of Business Administration, 2010 Darden Finance Club, Darden Capital Management, Darden Private Equity Club University of Rochester B.S. Neuroscience, 2001 Dean’s List Honors William E. Simon School of Business Administration University of Rochester Management Certificate in Finance/Accounting
Rochester, NY
Rochester, NY
Bank of America Merrill Lynch
New York, NY
EXPERIENCE 2009
I nve nvestm stme ent B anki anking ng Summ S umme er Associate A ssociate Drafted sales force memo for Nuveen Investments Inc.; $450M $450 M second-lien offering to relieve
covenant pressure and to pay down senior notes maturing in i n 2010 Analyzed credit and indenture agreements to structure str ucture acquisition debt basket in accordance with pro-forma incurrence ratios and coverage requirements requirements Created a LBO model for Sponsor Discussion Executed Accretion/Dilution Analysis in the Oil and Gas sector and created M&A pitch materials
2007-2008
Fremont, CA
ActivIdentity
D i r ector ctor of I nvesto nvestorr R elations / C orporate Str Strat ate egy Created strategic and financial models to analyze various operating scenarios and alternatives for
M&A with CEO, CFO and Board of Directors (BoD) Key decision maker in $25M target acquisition, dilutive to EPS by $0.09; worked with management teams and BoD to assess viability viability of target; presented findings to CEO and CFO
Managerr o Manage off I nv nve est sto or Rela Relations Increased institutional investor base by 10%; increased sell-side equity research coverage by 67% Strengthened existing investor relationships by analyzing and communicating relevant financial
valuation metrics of ActivIdentity and industry to hedge fund portfolio managers 2005-2007
Thomas Weisel Partners
San Francisco, CA
E quity R ese search arch Assoc Ass ocii at ate e Generated fundamental research on 12 companies in Communications Com munications Components sector;
published investment recommendations for use by institutional sales and investment banking teams
Managed in-depth business and financial due diligence on companies based on DCF models, profitability, leverage and competitive environment potenti al of companies in the coverage universe Interviewed senior management to ascertain growth potential Issued First Call morning notes incorporating relevant news including estimates and ratings revisions Traveled with institutional sales force and management teams on non-deal road shows
2004-2005
Synopsys
Mountain View, CA
Senior F inancia Senior inanciall Analys Analystt Maintained and forecasted financial statements for $2B company on a daily basis as part of the
2003-2004
Corporate Planning team Executed financial and strategic presentations for CFO and Board of Directors including overall review of quarterly and annual results and analysis of competitive environment Created detailed financial and strategic analyses including revenue ratability models
First Albany Capital
San Francisco, CA
I nve nvestm stme ent Banking B anking A nalyst nalyst Deal Execution: SupportSoft follow-on offering valued at $80M
Created valuation and discounted cash flow models for software technology companies
Previously NASD Series 7, 63, 86 licensed, mid-level fluency in French ,traveling and wine tasting
PERSONAL
IGNACIO PENALVER 107 Ivy Drive Apt 9 Charlottesville, VA 22903 434-409-6316 [emailprotected] _____________________________________________________________ _______________________________ ____________________________________________________________ _______________________________________ _________ EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration May 2010 Member of Finance, Private Equity, and Darden Capital Management Clubs
Universidad Complutense (Francisco de Vitoria) Madrid, Spain Dual degree in Economics and Financial Systems, May 2003 Founder-Member of Investment Club Francisco de Vitoria _____________________________________________________________ _______________________________ ____________________________________________________________ _______________________________________ _________ EXPERIENCE Summer 2009 Banco Santander Madrid, Spain Associa Asso ciatte I nt nte ern– –II nve nvestm stme ent Banki ng ( R eal Esta E state te,, R eta taii l and I ndustry) ndustry) Involved in refinancing over $5 billion of debt for the fifth biggest corporation in Spain Created analysis and internal presentations to provide project financing to financial sponsors Built financial models projecting operating performance, capital structure, working capital, and FCF’s 2004 - 2008
Repsol
Madrid, Spain
Associa Asso ciatte- S Strat trate egi c Planning and C ontr ontr ol (2006-2008)
Led pre- and post- analysis of u nit’s investments, developed analysis that implied shutting down process of seven gas-substations across across Spain, achieving cost-cutting measure of€4MM Participated in successful team project based on buying €150MMLiquid Petroleum Gas (LPG) assets in Spain and Portugal from RoyalDutch/Shell, making Repsol 2 ndlargest gas provider worldwide Analyzed successful evaluation of project to purchase €200MM of LPG assets from RoyalDutch/Shell worldwide advising the Board of Directors that assets were overpriced Developed compensation objectives tool for 120 salespeople, resulting in€300K in cost savings Senior Se nior A na naly lyst st - Strat Strate egic gi c Planning Planning and and Cont Control rol (2004-20 (2004-2006 06)) Promoted in Fall of 2006 to supervise two junior analysts Drove creation and analysis of yearly budget, intra-year results, and quarterly forecasts for presentation to Board of Directors Carried out annual studies to uncover reasons of lost sales of about 300K tons of LPG during preceding years Completed and evaluated monthly sales reports, market share, analysis and official regulatory reports for about 800K tons of LPG for Board of Directors and Government Institutions Designed, assessed, and conducted changes to the unit resulting from SOX law (investments, contribution margins, and official reports) reporting directly to Senior Management
2003-2004
Deutsche Securities SVB
Analys Anal yst t– E qu quii ty M arke ark et Desk Desk - M i dd ddle le Offi Off i ce –E
Calculated and maintained comprehensive daily reports of short sale fines transactions incurred by
foreign clients in Spanish Assistedinstitutional Equity Trading desk to settleequity tradesmarket at the end of day, matched up trades, confirmed prices, managed trade discrepancies on books for institutional clients client s Performed clearance and settlement transactions between London-Madrid offices and managed direct relationship with custody bank
2001-2003
Madrid, Spain–London, London, UK
Banco Santander (Banif Private Banking)
Madrid, Spain
I nter nter n - Pr P r i va vate te Wealth Wealth Mana M anagem geme ent
Summer 2001
Established initial contact for acquisition of 48 clients worth more than €3MM, providing products based on risk profile and prepared presentations for Senior Bankers Bankers for client meetings
Barclays Bank
Birmingham, UK
I nte nter n - Sto S tourbri urbrid dge, Branch B ranch
Member of rotation trainee’s program involved in product sales of credit cards, savings accounts, mortgages, client’s deposits, withdrawals and transfers _____________________________________________________________ _______________________________ ____________________________________________________________ _______________________________________ _________
PERSONAL
Interests: soccer (member of Pro-Amateur Soccer Team for 10 years), tennis, running, and kite surfing Founder/Member of the Think Tank: “Club Nuev o Impulso” (www.nuevoimpulso.com) Member of non-profit “Madre Coraje”:help disabled people play soccer, volunteer in Christmas fundraising campaigns (1999-2005) Spanish (native), English (fluent), French (working knowledge)
JEFFREY HANS PEO 140 Harvest Drive Charlottesville, VA 22903 978-317-5558 [emailprotected] EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 2010 GMAT 780; First-year GPA 3.56 Member of the Darden Finance, Private Equity, and Capital Management Clubs University of Pennsylvania Master of Science in Electrical Engineering, August 2005 2005 GRE: 800/800 Quantitative, 800/800 Analytical 3.4 GPA; completed full-time program in 10 months
Philadelphia, PA
Trinity College Hartford, CT Bachelor of Science in Physics & Engineering, May 2003 2003 Faculty-nominated Presidential Fellow; served on advisory council to College President Member of men's varsity soccer and men's club rugby teams EXPERIENCE Summer 2009
Element Power Private equity funded alternative energy company headquartered in London, UK
Crozet, VA
Consultant
2006 -2008
Performed Renewable Energy Credit trading and financial analyses; developed decision metrics used to select sites to build utility-scale solar power plants in the United States Conducted due diligence on proposed acquisition of an Ohio-based wind farm developer Developed database of ongoing wind and solar developments in the Eastern United States
AIR Worldwide Boston, MA Consulting and software services firm providing risk assessment for natural and manman-made made disasters Research Analyst Analytics Developed valuation model to calculate reconstruction costs of offshore oil platforms and to assess structural and financial risk due to Atlantic basin hurricanes Incorporated Portuguese, Greek, Italian, and Turkish statistical data into European earthquake damage model to meet client demands for more accurate and up-to-date damage projections Analyzed data from multiple terrorist bombings to develop prediction metrics for estimating blast radii in urban centers; laid groundwork for terrorist attack risk model Operations Operations
Rewrote department protocol for sending teams of scientists into the field; incorporated GPS technology to greatly improve efficiency of data collection and reporting Restructured company computer network to reduce redundant data backups by 90% Communication Communication Published a series of twelve internal papers on major historical disasters; peer-reviewed by department scientists and used for model validation Wrote daily disaster activity briefs for company-wide distribution
2005 - 2006
PERSONAL
Ferro Solutions Cambridge, MA MIT-based startup technology company company R& D E ngine nginee er Managed project for Office of Naval Research; won Phase II SBIR grant Implemented computer-controlled prototyping system to reduce manufacturing times by 50% Assisted senior management in developing a business plan to take advantage of medical device opportunities; formed partnership with University of Pennsylvania doctor
Avid traveler; explored 30+ countries on six continents; interested in foreign languages and cultures Competitive squash player, amateur photographer, and recreational sailor
RAHUL AHUL RANJAN ANJAN 433 Seymour Road Apt#3 Charlottesville, VA 22903 4083065817 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration May 2010 GMAT 700 Elected VP-Finance for Entrepreneurship and VC Club; Member of Consulting, PE Club Won first place out of 16 Darden teams for sponsorship in the T Tepper epper business plan competition. Wayne State University (WSU) Detroit, MI Master of Science, Computer Engineering, May 2006 GPA 3.95/4.0 Awarded Thomas C. Rumble Fellowship (highest honor in research) Awarded Outstanding Professional Leadership award (one out of 2500 students in WSU) for leading the student groups, organizing international events and serving Detroit community. Invented the video image fusion using artificial intelligence concept; hold patent and publications. Indian Institute of Technology Kharagpur, India Bachelor of Technology, Electronics and Communication Engineering,May May 2002 GPA 7.83/10.00 Elected Second Senate Member in Gymkhana; liaison l iaison between 407 undergrad students and faculty Top 0.3% in IIT JEE ( ranked 366 out of 120,000 students) EXPERIENCE 2009 May
2009 July
2006-2008
Spinner Technologies (Start-up Consulting firm in healthcare and technology sector) C’ville, VA Performed market research, feasibility study and business strategy of o f a cancer diagnostics company
based on IP protected novel bio technique; offered full timeportfolio position companies) as VP-business development. firm with eight healthcare Jefferson Corner Group (Investment C’ville, VA Designed the ROI model and made investor presentation for $40M fund between J&J and JCG. Worked with portfolio company CEOs to forecast financial performance, shape strategic direction and conduct valuation of the company for acquisition. Altera Corporation (Telecom Chip Design Company with revenue of 1.7BN)
San Jose, CA
Adva Adv anc nce ed Applica Applicattions E nginee ngineer (Tele (Telecom com/H igh ig h spe speed circuit Consult Consulta ant) nt) in mark rke eting division division
Awarded top employee of the quarter, in the marketing division in Q3, 07. Business Development/Entrepreneurship/Leadership Identified the business opportunities and led a team of three people to develop Gigabit Ethernet application; resulted in sales of more than $11MM with large telecom clients; published the solution. Sales Strategy/New Device Launch Operations competiti ve technical advantage to help Analyzed telecom chip industry landscape and synthesized competitive formulate global product sales launch strategy of the chip “Arria GX”; total sales of $20MM $20MM.. Led global team of eight people across different time zones (Penang, Malaysia) to plan the telecom standards compliance testing for launching new telecom chip chi p “Arria GX”. Consulting/Sales Presented solutions to client’s senior management (Cisco & Advantest) after assessing the client’s needs and developing the customized solution with engineering team; resulting in sales over $7MM. Supervised and mentored three team members for solving client’s critical issues on a rapid reaction basis in telecom electronics circuit field; delivered solutions in less than four weeks. 2002-2004
Center for Development of Telematics (Govt R&D center for telecom switches/systems ) New Delhi D esi sign gn E ngi nee neer /M arketi arketi ng Sup S upp port engi engi nee neer Collaborated with cross-functional teams to develop optical communication network module that carried voice and data for the backbone enterprise level networks. networks . Led senior technical staffs to successfully revitalize ailing system ; saved $70K sales contract. Benchmarked R&D knowledge management in global economy by interacting with the senior managers; developed and published a model on CDOT for efficient knowledge transfer.
ADDITIONAL INFORMATION
Published seven research papers first author in telecom and high-tech field in IEEE/SPIE. Managed $350K budget for Asha,asnon-profit organization for 35 education projects in India. Raised more than $14K for Project “Alternate School Program” in Bhubaneswar, India; impacted more than 500 children in 11 non-formal schools.
DIVYE RAWAT AWAT 105 Ivy Drive, Apt. #10 Charlottesville, VA 22903 434-249-9565 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business B usiness Administration, May 2010 Runner-up Deloitte Case Challenge 2008 VP Events & Conferences - Business Technology Club, Member of Finance Club GMAT: 710 Institute of Technology, Banaras Hindu University (IT-BHU)
Charlottesville, VA
Varanasi, India
Bachelor of Technology (Electrical (Electrical Engineeri Engineering), ng), May 2004 University Gold Medalist for securing department top rank (GPA: 9.42/10) Merit-based full tuition scholarship for academic excellence
EXPERIENCE 2009
Qualcomm Inc. Summer Intern –Strategy Strategy & Finance
San Diego, CA
Estimated market size, evaluated regulatory constraints and analyzed deployment scenarios to prepare
business case for $2B technology commercialization initiative in USA, China, India, Indonesia & Nigeria N igeria Identified market segments, modeled data usage scenarios, performed DCF and demand elasticity analysis to formulate pricing strategy for new product introduction initiative aimed at Indonesian market Researched spectrum licensing methodologies and analyzed their financial impact on telecom markets; report to be used to educate and infl influence uence regulators in South Asia
2004-2008
Reliance Communications Ltd. India's second- largest largest wireless carrier with revenue of $5.8 billion in 2008-0 2008-09 9
Mumbai, India
Manage Mana gerr –Pr P r od oduct uct De D eve velop lopme ment nt Strate S trategy gy ( 2006-2008) Consistently achieved highest performance rating (top 10%); one o ne of youngest to be appointed appo inted Manager Strategic Analysis & Product Development Analyzed handset cost drivers across value chain; led hardware standardization and proposed streamlined sourcing strategy to achieve economies of scale resulting in $100MM savings Presented semi-annually, semi-annually, mobile handset industry analysis to Managin Managing g Director; report encompassed encompassed technology trends, royalty structure and global ecosystem to guide long term product planning decisions Conceptualized lowest cost smart phone in our portfolio; defined specification, initiated global RFP and contracted design house to foray foray into new phone segmen segmentt with expected annual revenue of $50MM Led feature and performance optimization of two internally developed B2B products and designed cost effective fulfillment and after sales process to outperform competition pricing by 20%
Partnership & Negotiation Negotiation Collaborated with Microsoft, AnyData and Marvell to devise risk-shared licensing and product development framework leading to 40% reduction in ‘Smartphone Project’ start up cost cost Negotiated preliminary contract terms and managed legal-due diligence with one of world’s largest electronic manufacturing companies resulting in new multimillion dollar partnership
Leadership & Teamwork Teamwork Initiated in-house wireless product development; recruited a six member team, oversaw training programs and budgeted expenditure to establish new product development group Spearheaded employee volunteer drive to collect 2,000 units of blood and 7,000 pieces of clothing; persuaded senior management management to include employee volunteerism in corporate social responsibility agenda
Business Analyst–Chairman’s Office((2004-200 2004-2006) 6) Quantitative Analysis & Problem Solving Analyzed global handset ecosystem to model financial impact of subsidies as part of joint migration study with McKinsey & Co; recommendations guided guided investments of more than $1B in competing technology Evaluated costs and benefits of various frequency bands for pan-India GSM network rollout; formulated spectrum allocation proposal to reduce CAPEX by 20%
ADDITIONAL INFORMATION
Key member of college volleyball team; won silver medal at national level level intercollegiate tournament
Operated telephonic helpline for Nodal Association for Mentally Ill (non-profit) at Navi -Mumbai
OR ROTHSCHILD OTHSCHILD,CISA 132-03 Ivy Drive Charlottesville, VA 22903 (434) 960-0151 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration May 2010 VP. Technology - Entrepren Entrepreneurship eurship & Venture Capital Club, VP. Techn Technology ology - Finance Club VP. International - Private Equity Club, VP. Finance - Energy Club Member of Marketing, Technology, General Management, and Darden Military Clubs Hebrew University of Jerusalem Bachelor of Arts, dual degree in Economics and Accounting, Class of 2005
Jerusalem, Israel
EXPERIENCE SUMMER 2009 Xenith Bank Richmond, Virginia An initiative to form a new bank in Virginia (a “start-up -up bank”) B V I P I nt nte ern (B ( B att tte en Venture Venture I nte nter nship Pr ogra gr am) Developed a model to measure and integrate the reporting of banking efficiency ratios, net interest margins (NIM) of financing activities and FDIC / FFIEC call report categories Designed a model to evaluate projected costs of the bank’s future IT and operational infrastructure alternatives using an activity based costing method (ABC) 2006-2008
Deloitte. Tel-Aviv, Israel Enterprise Risk Services, Control Assurance Senior Se nior Consult Consulta ant Won second place in two consecutive Deloitte Israel I srael Innovation Questcompetitions competitions and first place at third. Business concept resulted in introduction of new service line
2007-2008
Led engagements and trained most of department new hires to conduct dozens of IT risk assessment reviews, including Israel's largest credit card issuer and Israel's largest bank Presented IT adoption implications of International Financial Reporting Standards (IFRS) at forum attended by 200 CFOs and controllers from Tel Aviv 100 Selected as 20 out of 1000 employees to lecture at Deloitte Academy; awarded for lecture quality (4.53/5); topics included financial risk modeling, introduction of new regulations and best-practices Advised on market and operational risk management tools and methodologies to financial institutions as part ofBASEL IIinitiative, initiative, resulting in overhauling of risk evaluation and business processes Participated in Deloitte Think Tanks, Tanks, published articles in Deloitte’s Erech Musaf (“Added Value”) quarterly magazine on IT due diligence and business case for XBRL XB RL based financial reporting Led implementation and assurance efforts of Sarbanes Oxley technology compliance procedures at Israel’s leading bank, Israel’s leading insurance group and various US traded technology companies Evaluated projected ROI of replacing IT infrastructure at leading credit card company as part of IT strategy business alignment initiative; modeled projected business risks and developed alternatives
Israeli Chapter, Information Systems Audit and Control Association (ISACA)
C ha haii r per son son of Cont C ontii nuing nui ng E du duca cation tion Com C omm mi tt tte ee (E le lect cte ed position) position)
2004-2006
1999-2002
Managed professional program of 2008 COBIT convention, Israel’s largest ever IT Governance convention; facilitated seminar lectures; recruited event sponsors among Tel Aviv 25 companies Led Israel ISACA 2007 Conference as Chairman of Conference Committee; responsibilities included designing the professional program, logistical coordination and a nd recruiting sponsors
Peleg, Kessel & Co. (now Ariel Kessel & Co.) Ramat-Gan, Israel A boutique investigative audit, internal audit and risk consultancy firm Audito Aud itor r Discovered $75MM of Education Ministry were not used as intended due to Business Intelligence system design error; presented to ministry Chief of staff and CFO in second month on the job Discovered $6MM fraud at Ministry of Religious Affairs; discovery led to criminal proceeding Elite Classified Unit, Israel Defense Forces
Israel
Platoon Sergeant, team commander
Commanded the special intervention team Trained new team commanders; led training safety initiative resulting in 0 incidents during tenure Volunteered as 10-person team commander in 98 thSpecial Airborne Reserve Division (2002-2008)
Competed and trained as part of Israeli national junior Judo team, 5th nationally for weight category
PERSONAL
PETER K.ROUSE OUSE 108-10 Ivy Drive Charlottesville, VA 22903 +1-434-227-8295 [emailprotected] EDUCATION Darden Graduate School of Business Administration Charlottesville, VA, USA University of Virginia Candidate for Master of Business Administration, May 2010 Member - Dean's Long Range Advisory Council Council Member - Consulting Club, Energy Club, General Management & Operations Club CPA Australia Member, May 2005 2005 University of Sydney Bachelor of Agricultural Economics, December 2001 2001
Melbourne, VIC, Australia Sydney, NSW, Australia
EXPERIENCE 2009
Crescendo Partners Sydney, NSW, Australia Founded by the former Managing Director of A.T. Kearney Australia and an affiliate affiliat e of the Monitor Group, Crescendo Partners is a high value consulting, advisory and private equity firm specializing in Strategic Consulting, Mergers & Acquisitions, Capital Raising and Private Equity.
MB A I nt nte ernship–Consulta C onsultant nt Developed strategic and operational plan for a division of an S&P/ASX 50 company. Designed financial risk management arbitrage model to increase profitability on transactions. Conducted due-diligence of potential acquisition targets for PE investors in the commodities sector. businesses ’market share and revenue base. Advised clients on M&A activity to increase businesses’
2005-2008
Office of the Leader of the Opposition in New South Wales Sydney, NSW, Australia The Office is responsible to the Leader of the Opposition in NSW (the largest State in Australia) for Policy
Research, Policy Development, Strategic Advice, Stakeholder Management and Media Relations. Policy Adviser
2002-2004
Managed the Opposition’s Research Program into Government Policy including economic analysis, researching policy options and making policy recommendations to the Leader of the Opposition and senior Shadow Ministers. Led the Parliamentary Program for the Opposition including responsibility for coordinating Question Time and managing the Budget Estimates Committee Hearings. Costed Opposition Election promises and identified potential cost savings in the NSW State Budget to provide funding for the Opposition’s 2007 Election commitments. commitments. Led specific projects in relation to political campaign issues, lobbying, business and community liaison, policy development and media strategy. Initiated and maintained database of information on NSW economy, demography, political landscape and utilized database to provide support to the Opposition leadership team. Developed relationships with senior business and political figures in NSW and throughout Australia.
KPMG
Sydney, NSW, Australia
Senior Account Senior Accounta ant Managed the audits and related corporate advisory services for Information, Communication, Entertainment and
Government entities such as Pfizer, DDB Omnicom, MCI and NSW Health. Assumed complete accountability for the planning, execution and completion of engagements and delivered all projects on time, within budget and to client satisfaction. Provided quality field supervision to staff, including setting goals for staff, feedback and counseling. Ensured all assigned staff reached and/or exceeded expected career progression objectives. Participated in engagement management activities, including opportunities to promote new work to existing clients and new clients. Provided general corporate advice including analyses of companies’ performance against prior years and industry norms, and made recommendations regarding strategy and action programs.
SKILLS
Accounting and Finance, Strategic Planning, Government Policy Development, Commercial Judgment, Team Leadership, Collaboration and Influencing Skills.
Played First Grade Premier Rugby for Eastern Suburbs RUFC– RUFC –NSW NSW Champions 2003. Adventurer. Trekked above 5,000m in the Himalayas and travelled throughout Asia and Europe.
PERSONAL
WORK ELIGIBILITY
Australian Citizen. Eligible for E-3 Visa (Do not need H-1B Visa sponsorship).
PATRICK FRANCIS RYAN 910 Rugby Road
Charlottesville, VA 22903 434-466-2807 [emailprotected]
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EDUCATION Darden Graduate School of Business Administration Charlottesvill Charlottesville, e, VA University of Virginia Candidate for Master of Business Administrati Administration, on, May 2010 Chairman for the 2009 Darden Sustainability and Renewable Energy Conference •
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Placed 4 on National Energy Challenge at theWin(d) University of Challenge Texas Shortlisted forthe 2 International caseFinance competition Finals;Case Net Competition Impact & Vestas Power Member: Energy, Finance, Entrepreneurship & Venture Capital and Net Impact Clubs
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University of Limerick (UL) Limerick, Ireland Bachelor of Electronic Electronic Enginee Engineering, ring, May 2004 Received top grade (A) for thesis – “Fiber Optics Application on Underwater Submersible V Vessels” essels” • Cofounded and lead the UL Vikings American Football Club to National Championship in 2003 • EXPERIENCE Summer 2009
Boston, MA
EnerNOC
MB A I nt nte ern
Built business case to propose the creation of new account management function to support expanding base of 3,000 demand response customers through the development of a unique segmentation model Proposed 4 strategic initiatives to increase customer retention, and targeted cross-selling opportunities enabling an expected expected 25% increase in customer lifetime value within high potential key accounts Reviewed demand response opportunities within PJM, Midwest ISO, ISO-NE, ERCOT markets
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2004-2008
URS - Washington Division (Global Engineering, Construction Company)
Boise, ID
Pr oje oject ct Manager Manager
Led a strategic project ($6M) to develop and implement new material control and procurement standards within the company (5 business units) resulting in a 20% cost reduction in major procurements Managed a diverse core team of eight senior staff across four offices in all aspects of project execution Organized and chaired a workshop series to build commitment for new standards and the application encompassing over seven major offices and 25 project sites
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B usi ness D eve evelopm lopme ent
Warrington, United Kingdom
Co-led business development team through the successful pre-planning, tendering and initial due diligence of two major nuclear waste clean-up contracts ($35M/yr and $3.5B/yr)
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protocols for step change performance improvements at a nuclear waste facility; 25% Developed increase in project execution efficiency over the first three years E ngi ngine nee er Sellafield, United Kingdom
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2002-2003
Provided support to a client program manager, including resource planning, contract administration, and work scheduling on a $25M/yr portfolio; resulted in a 25% increase in work performed Installed and migrated a Project Control enterprise application for the UK division involving data validation, data migration and user u ser training across three offices and over six projects
BMW Group
Oxford, United Kingdom
E lect lectrr i cal cal T Te est Analyst - Undergraduate Student Placement
Redesigned the electrical fault identification process within the plant production workflows, resulting in new operational practices that reduced electrical faults by over 40% in three months Automated data flow between three information management systems and instigated a meeting series to improve communication between the assembly and rectification departments for over 60 employees
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PERSONAL
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Taught English to 18 college applicants in a rural school in Tanzania for 5 weeks in 2007 Member: Engineers Ireland, Association for Project Management and British Nuclear Energy Society Travelled extensively within the US (36 states) and Europe (12 countries); lived in 5 countries Awarded 1999 Silver Irish Presidents Award for community communit y service and youth leadership
RAHUL AHUL SAPRA 118 Harvest Drive Charlottesville, VA 22903 (917) 622-1046 [emailprotected]
EDUCATION Darden Graduate School of Business Admini Administration, stration, University University of Virginia Candidate for Master of Business Administration, May 2010 VP of Admissions Admissions and Recruiting for the Darden Afr African ican Business Orga Organization nization Active member of Finance Club, General Management Management Club and Consulting Club GMAT: 710
Charlottesville, VA
Rutgers Universi University Bachelor of Science Sciencty e in Economics an and d Computer Science, May 2004 Major GPA: 3.60; Dean’s List Fall 2000, Fall 2003, Spring 2004 Inducte Inducted d into the National Society of Collegiate Scholars
New Brunswick, Brun swick, NJ
Bank of America, America, Global Consum Consumer er and Small Business Banking
Charlotte, NC
EXPERIENCE Summer Summ er 2009
Summer A Summ Asso ssocia ciate te–Leadership Leadership Development Program Advised global head of B U against continuing with current nationwide customer acquisition campaign
Summer 2008
and presented lower-cost online alternative by evaluating e valuating key performance metrics; resulted in acquiring 48K customers in five weeks with 35% higher average a verage opening balances Validated business case by stress-testing stress-testing offer redemption and custom customer er behavior assumptions, executed implementation impleme ntation plan and designed integrated post-launch control plan Designed and executed marke markett research study to understand current competitive landscape; synthesized analysis and presented the “So what?” to senior management management at the annual product strategy workshop
Finepack Industries Ltd
Accra, Ghana
Plan Pl antt Super Super visor Manag Managed ed 40 construction workers to build new plastic packaging factory; negotiated with material
2006 - 2008
suppliers and metropolitan planning authorities; new plant went live November 2008 as planned Reduced working capital requirement by $700K b y streamlining materials sourcing process and improving customer relationship management practices
Headstrong Corporat Corporation ion
Stamford, Stamf ord, CT
Senior Cons Senior Consult ulta ant nt;; C Clie lient nt:: UB S I nve nvest stm ment B ank Led Program Management Management Office consisting of team of three onsite consultants to provide project
management expertise to the $13MM Equity Reference Data Management group management Researched Researche d emerging trading platform architecture and used findings to capture new business opportunities for Headstrong worth $2.3MM in the th e Derivatives & Equity-linked domain Analyzed existing resource planning, financial control and knowledge management processes to identify gaps; successfully recommended recommended a portfolio of tools to reduce budget variance variance from 4% to 1% Developed framework framework to collaboratively plan and prioritize a portfolio po rtfolio of projects during the annual budgeting process; enabled clie client nt to deliv deliver er a 9% increase in deliverables
2003 - 2006
Citigrou Citigroup p Corporate and Investment Banki Banking ng
New York, NY
Assi sta Assist ant Vi Vice ce Pr esident sident,, IIT T Ve V endo ndor Ma M anage nagem ment and Strat Strate egi gicc Sourcing Sourcing Office Modeled and designed financial business case calculator as part of enterprise-wide strategy to reduce
development costs and capitalize on emerging markets; initiative expected to save $90MM+ Presented findings of comprehensive application portfolio analysis and proposed new retirement benchmarks benchmar ks for less strategic strategic applications; proposal would sav savee $30MM over four years years Advised management on optimal offshore engagement models for Mumbai captive development center resulting in the successful transition of projects worth $1.6MM Negotiate Negotiated d supplier contrac contracts ts for the Equity Tech Tech division and and persuaded manag management ement to leverage leverage the Mexico and Brazil offshore development centers resulting in annual savings of $3.3MM
P ERSONAL
Lead actor of full length motion picture film titled “College Ave” (2003), filmed at Rutgers Univer University sity Implemented merit-based scholarship program in 2007, in association with NEO Africa Foundation, to
benefit talented talented students in G Ghana hana and Nigeria Nigeria Avid traveler (visited 23 countries and lived in 5 countries) Foreign Languages: Hindi, French US Permanent Resident
SAMEER S.SAYED 142 Ivy Drive Apt 2 Charlottesville, VA 22903 (240) 515-5671 [emailprotected] [emailprotected] du
EDUCATION Darden Graduate School of Business Admini Administration stration Charlottesville, VA University of Virginia Candidate for Master of Business Administration May 2010 GMAT:: 730. Finalist GMAT Fi nalist in Innovation Challenge, Challenge, top 10 out of 264 MBA team teamss from 48 countries. Vice-President Vice-Pre sident of Consulting, Opportunity Consultants Inc., and Building Goodness in April Clubs. University of Maryland College Park, MD Master of Science Science in Civil En Engineering, gineering, Augu August st 2004 GPA - 3.88. Awarded full-tuition research research fellowship Receive Received d top award for paper presented at the International International Concrete Conference, 2007.
University Universi ty of Mumbai (VJTI) Mumbai, India Licentiate and and Bachelo Bachelorr of Scienc Sciencee in Civ Civil il & Env Environmental ironmental E Engine ngineering, ering, July July 2002 GPA - 3.78. Awarded Lord Reay Gold Medal for 1 strank (1200 statewide) in the Licentiate program program.. Elected President by 4000 strong student body, organized activities with budget of $20,000.
EXPERIENCE 2009
2006-2008
2004-2006
Leliveld & Company Company Charlottesville, VA Management Manage ment con consultancy sultancy serv serving ing dec decision ision makers in retail and consumer consumer pro products ducts in industries. dustries. Summ Sum mer Associa Associatte Advised senior executive of $250MM retailer on best practices practices for iinternational nternational growth; formulated
road mapcommitment for global Secured commitm entexpansion. from board members to change focus from domestic growth to international development by presenting case studies on global expansion strategies of Fortune 500 companies. Analyzed potential for $450MM marketing solutions provider to enter point-of-care pharmaceutical marketing marke ting indus industry try by mapping highly fragmented competitive landscape. landscape.
State of Maryland Baltimore,, MD Baltimore MD State Highway Administration with 3,200 employees, responsible for 16,000 lane miles of roadways. Tr ansporta nsportation tion E ngine ngi nee er - Promoted three times in two years. Saved $3MM and averted potential loss of live livess by identifying and eliminating critical deficiency in a bridge under construction. Executed paradigm shift in statewide bridge design d esign processes by hi ghlighting existing limitations, recommending recomme nding changes and developing implementation plan; ensured federal funding of $80MM. Engaged Engage d public and media media through stakeholder meetings as part of Minnesota I-35W bridge collapse crisis management efforts; restored public confidence in Maryland’s infrastructur infrastructuree quality. Influenced Influe nced state legislators to increase agency budget by 20%; expedited in vestment in deficient
infrastructur infrastructure e projects. Led design of $3MM project in environmentally environmentally critical area; collaborated with local residents, legislators, and non-profits to minimize environmenta environmentall impa i mpact ct and reduce road-closures by 75%. Directed three member R&D team by identifying agency needs and allocating over $100,000 to create research partnerships with local univ uni versities.
Prime, Inc. Baltimore,, MD Baltimore Ohio-based engineering services company with $20M in revenues and 30 employees. Design Consultant - Promoted within a year, fast-tracked into managerial role. Spearheaded startup’s expansion from two-person firm to one with 20 employees and $3MM in revenues by identifying new markets, building strategic alliances alliances and establishing two new offices. Built economic model to evaluate bridge alternatives, improving decision turnaround time by 50%. Modeled blast stability for US Army barracks and recommended structural security measures that were implemented implemented across various army bases. Analyzed historic field data and performed inspection of major bridge; recommended repairs and future inspection strategy to curb settlement into river bed.
P ERSONAL
Winner of Mumbai Powerlifting Powerlifting Championships, 2002. Avid mountain-climber; mountain-climber; hiked and cli climbe mbed d over o ver 10 peaks in India. Competitive Compe titive cricket player in top leagues in India and the US.
DANIEL JACOB SCHMITZ 2777 Peppervine Ct. Charlottesville, VA 22911 434-981-4006 [emailprotected] EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 2010 Recipient of the Class of 1986 Peter J. Niehaus Memorial Scholarship One of fifteen recipients of the William Michael Shermet award for academic excellence Elected first year Section Honor Representative Member of the Finance Club and the Darden Rugby Football Club GMAT: 760 Tulane University Master of Arts in Economics, May 2006 GPA: 3.79 Bachelor of Science in Economics, December 2004 2004 Graduated Cum Laude, Laude, Phi Beta Kappa Society, GPA: 3.87
New Orleans, LA
EXPERIENCE 2009
J.P. Morgan Investment Bank
New York, NY
Summer Associa Summ Associatte, Na Natu tural ral R eso source urcess G roup Created comprehensive financial models to provide valuation and financial advisory services to
2006 - 2008
clients the Oil & Gas, Power,precedent and Metals & Miningsum industries. Utilizedincomparable company, transaction, of the parts, discounted cash flow, and accretion/dilution analyses. Modeled and presented a comprehensive set of strategic and financial alternatives to top management at a Fortune 500 Hybrid Power Utility.
IBM Global Business Services
New York, NY
Strategy Strate gy and Cha Change nge Consult Consulta ant Provided research, analysis, and strategic guidance to Fortune 500 clients across the airline,
hospitality, retail, consumer goods, information technology, and financial services industries. Experience with operations strategy, business strategy, and technology strategy projects. Pr oject oject Expe E xperr i ence: nce: Business Strategy Consultantfor for a Global Hospitality client - Facilitated the development of a next generation Hotel Distribution strategy with client management at the CIO and Executive VP level -
Received a Service Excellence Award for “demonstrating skills skillsand and the ability to quickly grasp new concepts... [Daniel] showed adeep levelanalytical of maturity in the interactions with the client commonly associated with more experienced consultants.” Team Lead and Business Strategy Consultantfor for a Global Pharmaceutical client - Led a team of two senior consultants (recent MBA graduates) by providing direction for the team, delegating work among team members, and ensuring completion of client deliverables - Developed new work processes to effectively utilize and integrate off-shore client resources Lean Transformation Consultantfor for an IT Outsourcing client - Owned and drove forward the Performance Management work-stream, including metrics, visual performance boards, and performance dialogues - Identified and implemented operational efficiencies with potential cost savings of up to 30% Airline Loyalty Consultantfor for a major U.S. domestic Airline - Led requirement gathering and definition workshops with key members of the client management team across multiple business units ADDITIONAL ACTIVITIES AND INTERESTS
Co-founding member of the Darden Rugby Club Traveled to Honduras in 2008 as part of a Medical Brigade; appointed pharmacy manager Key contributor to IBM Institute for Business Value whitepaper on Airline Loyalty Interests include rugby, skiing, basketball, and travel; have visited 45 US States
Pranav Shah 2400 Arlington Blvd #7 Charlottesville, VA 22903 916-293-2347 [emailprotected] [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Member of Finance, Darden Private Equity and Business Technology clubs GMAT: 720
Charlottesville, VA
California State University Sacramento, CA M.S. in Electrica Electricall & Elec Electronics tronics Eng Engineering, ineering, Se September ptember 20 2001 01 Teaching Assistant for undergraduate electrical engineering courses-Logic Design and Semiconductor Device Physics GPA: 3.65
Nirma Institute of Technology Ahmedabad, India Gujarat University B.E in Electronics Electronics & Communi Communications, cations, M May ay 1999 Top 5% of graduating class Won 1st prize in inter-collegiate technology quiz competition among eight universities Active member of Electronics Students Association; organized internet awareness seminars in rural areas
EXPERIENCE Summer 2009 Procter & Gamble
Cincinnati, OH
F i na nanc nce e & Accoun Accounting ting I nte nter n
2001-2008
Analyzed and verified foreign exchange (FX) exposures and variances across 20 profit centers from regional to corporate level; communicated FX impacts and made work process recommendations to senior management. Automated Autom ated and standardiz standardized ed profit forecasting reports for 129 regional forecasters, gathered consensus through presentations presentations to senior management; generated annual savings up to $2MM. Delivered training to 55 regional and global profit forecasters in Philippines and U.S. after developing training materials and presentations presentatio ns on forec forecast ast reports gen generation. eration.
Intel Corporation
Folsom, CA
P ower ower V Vali alid dat atii on Lea Lead/ d/ M anag anag er ((2004-2008) 2004-2008) Led and managed cross-functional team of seven engineers to increase power savings for Centrino TM2 technology 5-weeks
ahead of schedule; enabled two design wins with projected revenue of $20MM annually. Spearheaded integration of on-chip power regulator through coordination and by gathering consensus among senior management; enabled $25MM cost savings on chipset sales. Selected as chairman of next-generation validation methodology group involving teams from India, Israel and U.S. comprising 16 engineers; introduced new technologies and process improvements generating savings of over $14MM. Received four division excellence awards for outstanding leadership, risk taking, innovation and planning.
Senior Senior Valid Valida ation E nginee ngineer (2003-2 (2003-200 004) 4) Created a team of four engineers, forecasted, planned and executed development of thermal management design for graphics
chipsets; reduced time-to-market by 7-8 weeks; increased battery life of laptops by 15%. Negotiated tiated with Design Auto Automation mation team to use software developed developed by the Inte Intell team over external vendo vendors; rs; saved $1.8MM Nego
over life of the software.
C omp ompone onent nt Desig Desi g n E ngi neer neer (2001-2003) Architected and designed random verification software for semiconductor designs; developed plans, schedules and strategies;
reduced product deficiencies by 90%. Identified, recommended and implemented plan for parallel ownership of feature through the product cycle; enabled fast learning curve for new hires; reduced development schedule by 3-4 weeks.
Won 2nd prize at annual cultural festival Orion for Best Director category
PERSONAL
Organized monthly outpatient camps in neighboring rural areas as part of non-profit organization Personal interests include cooking Italian, Mexican and Indian U.S. permanent resident
IAN M.SHIELDS 1845 Candlewood Court #207 Charlottesville, Virginia 22903 678.372.7138 [emailprotected] [emailprotected] inia.edu •
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EDUCATION Darden School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010
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Awarded Kevin Bewley Scholarship based on academic performance and community involvement Selected by Darden Student Association (DSA) leadership team to serve on first year student survey data analysis committee; actions resulted resulted in saving DSA more than $5,000 Advising Bennett Capital Partners, a middle market private p rivate equity fund, on its capital raising aand nd transaction structuring process as part of a Darden Business Project
Stephen M. Ross School of Business University of Michigan Bachelor of Business Administration, April 2003
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EXPERIENCE Summer 2009
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Ann Arbor, MI
Graduated with Distinction (GPA – 3.51) Worked 15 – 20 hours per week to finance education
General Motors Company Summer Associate – Business Development (New York Treasurer’s Office) •
Charlottesville,, VA Charlottesville
New York, NY
Analyzed and reviewed strategic alternatives for HUMMER business unit Developed comprehensive financial models to measure incremental cash flow associated a ssociated with entering into long term vehicle assembly and parts supply agreements with HUMMER b buyer uyer Collaborated with senior management and legal advisors on preparation and negotiation of HUMMER definitive agreements, including the asset purchase and contract assembly agreements
2003 – 2008
The Home Depot, Inc. Senior Analyst – Business Development (2007 – 2008)
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Atlanta, GA
Evaluated potential strategic acquisitions in the exterior remodeling industry to accelerate company’s entry into new geographic areas and product lines Led the finance, marketing, merchandising, and operations due diligence and integration planning for the acquisition of a $25 million regional sunroom installer Managed 2008 strategic planning process for $400 million business unit of Home Depot, including the development of financial and operating plans for 26 Installation Services branch locations Executed two Installation Services branch openings, including location selection, P&L development, and task coordination for six functional areas, resulting in $4 $ 4 million of incremental revenue Conceived, developed, and executed business unit customer referral program, leading to 100% increase in referral business and $5 million of incremental revenue
Manager/Senior Financial Financial Analyst - Executive & Equity Compensation Compensation (2005 – 2006) • Completed cost modeling to measure P&L impact of executive and equity compensation programs • Created stock option and pension valuation models to project equity grant costs and buyout costs associated with executive placements • Prepared management reports and financial analyses for 10 Board of Director meetings Business Leadership Program (2003 (2003 – 2005) Mergers & Acquisitions Analyst Developed comparable company, precedent transaction, discounted cash flow, and leveraged buyout • models to value potential acquisitions in the retail and wholesale supply markets • Conducted financial due diligence and operational review of eight strategic acquisitions (all transactions closed) representing approximately approximately $2.4 billion in revenue and $190 million in EBITDA • Created a raw material commodity inflation impact analysis a nalysis report designed to measure enterprise value and pricing sensitivity, leading to commodity inflation adjustments for future acquisitions Assistant Store Manager
Served as an Operations Assistant Store Manager of a $35 million Home Depot store, with supervisory responsibility for six operational department heads Facilitated weekly department meetings focusing on associate development, customer issue resolution, and process improvement opportunities, which contributed to monthly operational performance scores of above 90%
Rated as “Outstanding” (top 10% of company) on 6 of 6 performance p erformance evaluati evaluations ons at Home Depot Volunteer, Habitat for Humanity and Venable Elementary School (weekly tutor)
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ADDITIONAL • •
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Interests include refinishing antique furniture and bass fishing
VINIT SRIVASTAVA 125 Harvest Dr Charlottesville, VA 22903 (917) 992-4514 [emailprotected] [emailprotected] nia.edu
EDUCATION Darden Graduate School of Business Administration Charlotte sville, VA Charlottesville, University of Virginia Candidate for Master of Business Administration, May 2010 GMAT: 750 Carnegie Mellon Universit University y Pittsburgh, PA Master of Science Science in Mechan Mechanical ical Eng Engineering ineering,, May 20 2001 01 Awarded full scholarship through research assistantship. Published seminal research on graphics and intelligent learning systems Indian Institute of Technology (IIT), Kharagpur Kharagpur, Kharag pur, India Bachelor of of Techno Technology logy w with ith Honors Honors in Mech Mechanical anical E Engineerin ngineering, g, June 1 1998 998 Ranked second out of sixty students in the Mechanical Engineering Department. President of Mechanical Engineering Soc Society; iety; Financial Auditor of student dormitory
EXPERIENCE 2009
Updata Partners A $500M Venture Capital firm firm focus focused ed on growth growth equity inve investments stments in the Softwar Softwaree industry
Reston, VA
Summ Sum mer Assoc Associ ate Performed financial and business due diligence on investments and worked directly with partners on developing portfolio companies. Developed a comprehensive partner eco-system for a portfolio company ($25M Revenues) based in Europe to help establish presence in the United States. Authored white paper and article on the market and the positioning of the product Identified acquisition targets for a $100M revenue portfolio company looking to expand product portfolio All India Retail New York, NY Information Informat ion and training services pr provider ovider to the India Indian n Reta Retail il industr industryy
2008
Co-founder Won Columbia Business School’sA. Lorne Weil Business Plan Competitio Competition. n. Developed Developed initial funding terms for negotiation with angel investors and venture capital firms 2001-08 2001-0 8 Oracle USA, Inc.
Tarrytown, NY and Redwood Shores, CA
Pr incipa incipall E nginee ngineer Managed development of complex software products for ERP applications and components of the Oracle Fusion platform. Worked with teams in North America, Europe, and India. Promoted four times in seven years Teamwork and Client Interaction Skills
Managed team of six engineers and collabo collaborated rated with product managers and develo development pment managers to build a centralized cost accounting system Hired and mentored eight new team members in US; part of hiring team that established a new 6-person off-shore team in India Advised cost accountants and controllers of client companies, including Alcoa, Agilent, SC Bimbo, on modeling business processes using Oracle’s Cost Management produ ct Presented annually at Customer Advisor Board meetings, held with key customers to outline product features and direction Analyticall and Tech Analytica Technical nical Skil Skills ls Developed innovative Software as a Service (SaaS) platform feature to address competitive disadvantage with Salesforce.com Member of post-merger integration task force that created division-wide standards and technical platforms for next generation enterprise software applications Designed and implemented two out of five software components of an integrated accounting and cost tracking framework for Oracle Supply Chain ’ssuite of products
ADDITIONAL Completed CFA Level 1; Permanent resident, authorized to work in U.S. Volunteered with NY Cares SAT Tutoring Program and Junior Achievement Avid Dragon-boater; founded recreational team with co-workers and an d won intermediate level race
MARK K.TAYLOR 1009 Huntwood Lane Charlottesville, VA 22901 434-242-0051 [emailprotected]
EDUCATION Darden Graduate School of Business—University University of Virginia Charlottesville, VA Candidate for Master of Business Administration May 2010 GMAT: 710 Awarded William Wooding Sihler Scholarship—two two years, half tuition Awarded Frank E. Genovese Fellowship for 2009-2010; full tuition scholarship Clubs: General Management, Entrepreneurship and Venture Capital, Real Estate, Private Equity 2ndPlace Finish, 2008 Darden Business Concept Competition (40+ entries) Winner: 2009 Darden Venture Capital Boot Camp Case Competition Brigham Young University Provo, UT Bachelor of Science, Economics, August 2004 GPA: 3.71 Awarded BYU academic scholarship, BYU Center Ce nter for Entrepreneurship scholarship, Alexander Rutherford Scholarship EXPERIENCE Summer, 2009
Goldman, Sachs & Co.
New York, NY and Washington D.C.
Summer Associa Summ Associatte–Private Private Wealth Management Developed and presented a proposal to use tax loss harvesting in tandem with call-option writing to
2005-2008
increase yield and mitigate risk for a $10+mm client Researched and developed an integrated, optimized model for clients wishing to better allocate fixed income portions of theirparameters portfolios to maximize risk-adjusted returns, minimize expense ratios, and meet desirable duration Researched countless names and organizations and successfully identified and qualified numerous high net worth individuals and institutional prospects in five different states
Kodiak Mountain Stone Cardston, Canada Kodiak Mountain Stone produces architectural stone veneer. As a co-founder, I was integrally involved in virtually every aspect since inception, including the following: V i ce P r esi sid dent/ nt/C C o-F ounde ounder Raised $2 million in venture capital from angel investors Built and trained a network of distributors, growing sales from zero to $250K/month, spanning 25 states and 6 Canadian provinces Worked with engineers and technicians continent-wide to develop a complex, diverse product line that meets ICC standards, enabling us to bid on code-restricted projects Diversified the product by importing a line of stone veneer from Vietnam, strategically enabling us to penetrate a new market of cost-conscious buyers
Responded to a severe laborinto shortage in Alberta byinspearheading the cross-border consolidation of our two production facilities an expanded plant Utah
LEADERSHIP AND SERVICE 2006-2008 Board Member, Blue and White Alumni Association (Non-Profit) Cardston, Canada Screened candidates and awarded scholarships to six graduating high school students Assisted in organizing several fundraising events including golf gol f and basketball tournaments 1999-2001
Proselytizing Missionary Netherlands and Belgium Shared religious beliefs and performed community service throughout the Netherlands Net herlands and Belgium Served 6 months as “Assistant to the President” ; responsible for overseeing the training and performance of all 140 missionaries serving in the Netherlands and northern Belgium
PERSONAL
Citizenship: USA, Canada Fluent in written and spoken Dutch Chief Scout, Scouts Canada Real Estate: built and sold a spec home; owned a revenue generating property; remodeled a home, generating a 90K profit Avid sports fan: hockey, basketball, golf, college football
TOSO TODA (U.S.A) 134 Hessian Hills Cir 3 Charlottesville, VA 22901 (mobile) +1-434-249-9700
(Japan) 6-29-20 Seijo Setagaya-ku Tokyo 157-0066 (mobile) +81-90-8689-0475
[emailprotected] / [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 University of Tokyo Urban Engineering, Sep 2002
Charlottesville, Charlottesville, VA, USA
Tokyo, Japan
EXPERIENCE 2009 Summer
2007 – 2008
2004-2006
HC Asset Management Tokyo, Japan Summer Internship Appraised strategy of global asset managers including various alternatives through interviews with managers Developed research and marketing projects of TALF and PPIP Global Venture Capital Tokyo, Japan GVC is an independent, Tokyo-based partnership in the business of managing venture capital funds. GVC considers investments in early-stage ventures located around the globe that have contacts with Japan and/or other economies of Asia. Senior Associate Had Hands-on consulting for a financial information information vend vendor or about starting "Family Office" business Transferred Transf erred to independent consulting firm to advise the foundry equipment manufacturer about a cross-border M&A and post-M&A governance LPL Japan Securities K.K. Tokyo, Japan LPL is is a inde independent pendent broker broker, helping entrepr entrepreneurial eneurial financial financial advisors advisors est establishes ablishes successful busi businesses nesses through which they could offer truly independent financial guidance and advice. Business Development Div. Div. Led a project to make a financial interme intermediary diary contract with a Japan’s leading department store group Led a project to make a financial interme intermediary diary contract with a portal po rtal website operator using sales force of 80 Independent Financial Advisors Investment Strategy Div. Div. Managed Manage d tailored asset management for accounts o off wealthier clients of the Swiss private bank.
Appraised p Appraised performanc erformancee of investmen inv estmentt trusts through quarterly interviews with fund managers managers in order to select recommended funds Managed asset allocations of 8 model portfolios (5 of domestic-intensive and 3 of international-diversified)
2003-2004
Capital Partners Securities Tokyo, Japan Capital Partners Securities provides M&A services from an independent and neutral standpoint to ensure maximum benefit for clients. It is involved in small and medium-sized cross-border M&A transactions in emerging and developed countries all over the world. Analyst,, Investment Bankin Analyst Banking g Div Div.. Led projects to finance two venture companies over a year year.. Achi Achieved eved $10 millio million n and $4 million million respectively respective ly as common stocks Evaluated companies and made proposals p roposals concerning M&A of unlisted companies Proposed M&A to the European chemical maker Manage a project to make financial models for technology maker m aker,, listed in the small capital market
2002-2003
LPL Japan Securities K.K. Tokyo, Japan Long-term Interns Long-term Internship, hip, Investment Investment Strategy Div. Div. performance and style of o f investment trusts by style analysis Evaluated performance Designed the strategy to rebalance reb alance portfolio effectively effectively,, adopted adop ted as an o fficia fficiall recommended strategy
ADDITIONAL INFORMATION
Vi Vice-chai ce-chairman rman and a member of o f governing board of o f Komabatoho high school alumni association,
HOYU KAI KAI , consisting of over 1 10,000 0,000 members
JOSHUA A.WINKLE 152 Harvest Drive Charlottesville, VA 22903 (859) 619-0539 [emailprotected]
EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2010 GMAT: 710 Founding Member and Co-President: Darden Sporting Club (Pending) Member: Darden Capital Management, Energy Club, Turnaround and Restructuring Club University of Kentucky Bachelor of Arts, International Economics and French, May 2004 Semester abroad: L'Ecole Superieure de Commerce, Dijon, France Cum Laude; Departmental Honors, French; Dean's List multiple semesters
Lexington, KY
EXPERIENCE Summer 2009
Shell Trading (Shell Energy North America—SENA) SENA)
Houston, TX
I nte ntern, F inanci inanci al T rading rading//R isk Manage Managem ment (Opti (Opti ons De D esk)
2007-2008
Worked with deal making and trading t rading groups throughout Shell Energy North America, one o ne of the largest gas and power traders in the world, to t o develop knowledge of power and gas Tracked P&L and risk parameters (Greeks) of options desk, a market maker and major participant in natural gas options in North America Strengthened and updated models used on options o ptions desk and developed new models to track risk
Edge Capital Partners Atlanta, GA Worked with founding partners as second hire in startup of one of the fastest growing investment management firms in the US in 2007, growing growing to approximately approximately $650 million in ass assets ets
Associa Asso ciatte, EEd dge Asse Assett Manage Managem ment (E dge Partn Partne ers III I— —L ong/Short Value V alue E quity ui ty H edge Fund F und))
Performed research analysis for Edge Asset Management’s proprietary long/short equity strategy; estimated YTD performance as of 12/26/07 is 22.4% vs. S&P 500 Total Return 7.6% Managed quantitative fundamental screen for originating investment opportunities among a set of o f nearly 10,000 domestic and international equities Executed initial due diligence on investment opportunities, analyzing 10-Ks, 10-Qs, management presentations and sell-side research reports
Analys Anal yst, t, E dge Adviso Advisors rs (I nd nde epend nde ent Pr Priva ivate te Wea Wealt lth h Manage Managem ment plat latfo form) rm)
2005-2007
Managed all aspects of business including setting sett ing policies and procedures, client reporting, business development, evaluating prospective employees, training and development of new hires Interviewed money managers and custodians to develop investment platform and policies Developed asset allocation models for foundations and high-net worth families
Credit Suisse Private Bank
Sale Sal es Assista Assistant (T rading) rading)
Atlanta, GA Promoted to Atlanta-based regional headquarters as head trader t rader for private banking client relationship team t eam with assets under administration totaling approximately $1 billion Developed asset allocation models and transition t ransition plans for high-net worth families and partnerships in disposition and acquisition of businesses
Sale Sal es Assista Assistant
Lexington, KY Co-launched Credit Suisse Private Banking office in Lexington, KY, which raised $500 million in new assets during my tenure Managed various functions including procurement, vendor relationships, information technology, presentation development and customized client reporting
CERTIFICATIONS AND ACTIVITIES
NASD certifications Series 7 and 66 College of Arts & Sciences Ambassador, University of Kentucky (2002-2003) Junior Committee Volunteer for therapeutic rehabilitation at Shepherd Center in Atlanta Charitable organizations including National Fish & Wildlife Foundation and Ducks Unlimited Interests include: alpine skiing, fly-fishing, hunting/shooting, tennis, spectator o f thoroughbred horse racing,
college football and basketball
CHRISTOPHER CHARLES WIRTH 700 Walker Square, #4B Charlottesville, VA 22903 434-249-3410 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Danaher Kaizen event top performance winner –Czech Czech Republic, March 2009 Clubs: VP Speakers - Entrepreneurship & Venture Capital, Finance, Private Equity GMAT: 690 University of Maryland Bachelor of Science Science -Finance & M Management anagement Science and Statistic, May May 2003 EXPERIENCE 2009
Charlottesville, VA
College Park, MD
Rivanna Ventures Charlottesville, VA Early stage special purpose private eequity quity fund accepted iinto nto the Darden Business Business Incubator for summer of 2009.
Principal
Developed private placement memorandum to raise the fund including acquisition models, risks and mitigants of the search fund investment vehicle, target criteria, and industry research and analysis Sourced and evaluated potential deals through brokers and personal networking busi ness owners to develop Interviewed previous search funders, potential investors, lawyers, accountants, and business methods for sourcing, evaluating and acquiring businesses with enterprise valuations between bet ween $5 and $20MM.
2004-2008
American Capital Limited
Bethesda, MD
American Capital is is a publicly ttraded raded private equi equity ty firm and global asset manager with $11 billion in ccapital apital resources under management.
Associa Asso ciate te - Com Commercial R eal E sta state Te Tea am
Reviewed and underwrote over 30 transactions between $5MM to $200MM totaling $1.5 billi billion, on, contributing towards the Commercial Real Estate Group’s fastest growth in the company Prepared investment committee memorandum for potential investments making recommendations regarding going forward with the deal Designed all Real Estate presentation materials material s for quarterly earnings, shareholder, board of directors and senior management presentations Specified requirements and oversaw development and implementation of o f loan database and creating reports allo allowing wing flexible analysis to senior management inquiries, reducing response time by 80% Developed macro level reports assessing risk of the entire e ntire American Capital real estate portfolio for senior management
Analy Ana lyst st - Fi na nanc ncial ial Anal Analys ysis is a and nd Comp Compliance liance Te Tea am (F AC T)
Performed comprehensive accounting/financial due diligence on 9 pre-investment and post-investment engagements providing recommendations on adjustments to purchase price Collaborated with senior management of 12 portfolio companies to assess financial performance, strategic initiatives, future business risk, and financial metrics met hodologies, including discounted cash flow, Prepared valuations for portfolio companies using standard valuation methodologies, comparable transactions and comparable public companies on a quarterly basis
2003-2004
Royal Ahold Inc.–Giant Food Inc.
Landover, MD
Royal Ahold is an international international group of supermarkets, supermarkets, owns Giant-Food, an operator operator of retail retail supermarkets in the MidAtlantic with over over 25,000 employee employees. s.
Analy Ana lyst st
Created the 2004 Merchandising budget totaling $5.5 billion and executive presentation to the CEO Analyzed store financial performance against projections, performing shutdown analysis for underperforming stores Determined feasibility, profitability, and increase i ncrease in market share of developing new properties, presenting opinions to the Real Estate Committee which approved over twelve new store openings and twenty major store renovations
Developed complex EVA and IRR models for capital expenditures, financial reporting, sales planning, and analysis for the EVP of merchandising and CFO leading to the approval of over $50MM of capital expenditures Developed weekly sales and gross margin forecasts, providing category managers metrics for planning pl anning sale items, markdowns and shrink targets
ACTIVITIES AND INTERESTS
Family time, mentoring, cooking, scuba diving, and traveling
KIEN IEN CHOONG (KC)YAP 120-05 Ivy Drive Charlottesville, VA 22903 (434) 249-5756 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010
Charlottesville, VA
Appointed by administration to Darden Hospitality Advisory Group. Finalist in Vestas Global Energy Business Competition (2008) in Copenhagen, Denmark. GMAT: 710; active member of Finance, Energy, and General Management & Operations Clubs.
National University of Singapore Master of Science Science in Environmental Management, December December 2006 Completed graduate studies at top 5% of the class while working full time.
Singapore
Nanyang Technological University Singapore Bachelor of Engineering Engineering (Honors) in Civil Engineering, June June 2003 Developed patented Waste-to-Energy technology; author of best graduation project proj ect of 2003. Elected captain and led basketball team to First Runner-up in intramural competition.
EXPERIENCE 2009
Danaher Corporation
West Chester, PA
MB A Sum Summ mer Associa Associate te,, Gene General ral Manage Managem ment Streamlined organizational structure, reviewed performance indicators and job scopes, designed and
2003-2008
implemented visual management system that increased plant-level productivity by 15%. Led cross-functional team to improve purchasing process and inventory replenishment system resulted in net inventory reduction by 25%. Results presented to executive panel responsible for $13B business.
Black & Veatch, Energy and Water Markets Asia Pacific Leading Engineering, Consulting Consulting and Construction Company Company with $3.2B annual annual revenue. Received highest performance rating (top 5%) for all 5 years. Promoted from Engineer to Project Manager & Business Manager in 5 years (3 years faster than peers).
P r ojec ojectt Manageme Management & L eade ader ship shi p Built and trained 5-member team to implement Waste-to-Energy technology for largest water treatment
plant in Western Australia, resulting in $9MM operating savings and 75% carbon emissions reduction. Raised $250K donations within 3 days, collaborated with local authorities, and led team of 5 engineers to set up mobile water treatment plant, providing clean water to 450 refugees during tsunami 2004. Led cross-functional team from 3 continents to transform canals and reservoirs into beautiful and clean lakes teeming with vibrancy, realizing Singapore’s vision as a city of Gardens and Water.
Analytica Analyt icall Ability & P roble roblem m Solv Solving Achieved lowest desalinized seawater price in the world for the largest desalination plant in Asia by
designing energy recovery system and securing contract to hedge against fuel price fluctuations. Optimized water supply system in Hong Kong by analyzing water pressures, consumption patterns and billing data, resulting in 70% decrease in water leakage and 10% increase in asset utilization rate. Structured project financing strategies and secured a 25-year design-build-own-operate large-scale infrastructure project by minimizing Capex and Opex through innovative engineering design.
Marketing & B usiness Marketing usiness Deve Develop lopment Initiated and managed relationships with key customers in Clean Technology Market; wrote and
executed business plan that resulted in 150% ($12MM) increase in division revenue over 2 years. Led award of $200MM wastewater-reuse project, despite not being the lowest bidder, by proactively engaging key stakeholders and successfully presenting proposals to client senior executives. Achieved public approval for upcoming infrastructure upgrades by launching and promoting public exhibition that attracted more than 16,000 visitors in 5 days, exceeding target of 10,000 visitors.
PERSONAL
Fluent in Mandarin, Cantonese, Taiwanese, T aiwanese, Hakka, and Malay; conversant in Japanese. Started referral-based freelance wedding photography business; trusted by more than 70 couples to capture their treasured memories. Elected to the Technical Committee of the Institution of Engineers Singapore, 2005-2008. Published technical paper “Estimation of Greenhouse Gas Emissions from Wastewater Treatment Plants” for World Water Congress 2008. Completed 2 marathons and conquered the tallest mountains in Thailand and Malaysia.
SARAH J.ZILZER 110 Ivy Drive #10 Charlottesville, VA 22903 (617) 821-7821 [emailprotected]
EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2010 Selected as Fund Manager, Monticello Fund, Darden Capital Management
Charlottesville, VA
Elected VP-Alumni, Private Equity Club Chosen for 2009 Darden/Batten Institute Venture Capital Bootcamp Member of Finance Club and National Association of Women MBAs
Amherst College Amherst, MA Bachelor of Arts, Psychology and Music, June 2002 Graduated magna cum laude with distinction; GPA: 3.8 Selected to present findings of senior honor thesis in psychology assessing apologies at American Psychology Association's 2002 Annual Conference Performed two hour recital for fifty people as culmination of music thesis in cello performance EXPERIENCE Summer 2009
University of Virginia Investment Management Company (UVIMCO) Charlottesville, VA Foundation that invests and manages University of Virginia ’s $4.0billion endowment
I nte ntern
2004-2008
Initiated due diligence on venture capital, natural resources, and energy managers Analyzed policies of four UVIMCO hedge fund managers regarding side pocket investments and related calculation of performance fees to determine best practices Developed stock pitch on JNJ to assist UVIMCO in advancing its direct equity investing capabilities
Cambridge Associates LLC (CA) Boston, MA Investment consulting firm serving over 800 foundation, endowment, and other non-profit clients globally global ly Sr Sr.. Rese Resea arch Asso Associa ciatte, Non-Marke Non-Markettable Alternat Alternative ive Assets Assets,, US V enture nture Capita Capitall (2006-2 (2006-2008 008)) Attended over 200 fundraising and update meetings annually with fund managers; synthesized discussion and takeaways in memo format to update consultants on fund developments Co-led due diligence on roughly 10 venture capital funds annually, including attending onsite meetings with fund managers, conducting reference calls with wit h portfolio company CEOs and VC peers, and authoring 10-12 page assessments of investment opportunities Examined venture capital market trends on an ongoing basis by writing monthly and quarterly market updates that were distributed to consultants and clients Represented CA at funds’ annual meetings for limited partners; delivered written synopsis of meeting to consultants and invested clients Trained new research associates and consultants on venture capital asset class
Research Associate, Non-Marketable Alternative Assets, US Venture Capital(2004-2006)
Evaluated viability of potential investment opportunities based on an initial review of fund materials Communicated with venture capitalists capitali sts and placement agents, providing an overview of research process and serving as an ongoing point-of-contact at CA Participated in fundraising and update meetings with fund managers Contributed to due diligence dili gence process by drafting sections of reports
2002-2004
Goodwin Procter LLP
Boston, MA
Paralegal Litigation/Corporate Departments Prepared pre-litigation, discovery, and trial preparation materials Drafted, edited, and filed legal documents relating to entity formation, merger, and dissolution Researched background profiles of potential witnesses and wrote memos based on results Attended and summarized client depositions Managed daily communications with and acted as a direct contact for clients
