real estate: summer 2016 - university of pennsylvania · the wharton school / real estate: summer...
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The Wharton School / Real Estate: Summer 2016
i
Resume Packet
NO. STUDENT GRAD DATE
1 Arnold, Rebecca May 2017
2 Chin, Brian May 2017
3 Chopra, Radhika May 2017
4 Davidson, Charles May 2017
5 Detweiler, Eric May 2017
6 Greenberg, Daniel May 2017
7 Han, Kay May 2017
8 Himmel, Jessica May 2017
9 Kuo, Andrew May 2017
10 Larcheveque, Jean-Paul May 2017
11 Lee, James May 2017
12 Liou, Doreen May 2017
13 Midkiff, Ralph May 2017
14 Nogueira, Alexandre May 2017
15 Odette, Daniel May 2017
16 Reggie, Gregory May 2017
17 Richardson, Jessica May 2017
18 Sirotkin, Daniel May 2017
19 Uratani, Renan May 2017
20 Vasilyeva, Aleksandra May 2017
21 Wang, Darren May 2017
22 Weber, Emily May 2017
23 Woods, James May 2017
24 Zhou, Tracey May 2017
1 / 1
REBECCA M.W. ARNOLD 105 S. 18th St, Unit 2C Philadelphia, PA 19103
214-789-1835 [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Majors in Finance and Real Estate 2015-2017 • Activities: Real Estate, Golf, and Wharton Hispanic American MBAs Clubs • Represented Wharton at 2015 National Real Estate Competition at UT Austin • Awarded Bruce W. Barrow Memorial Fellowship • GMAT Score: 730 DUKE UNIVERSITY Durham, NC Bachelor of Arts; Majors in Public Policy and Spanish, Certificate in Markets and Management 2004-2008 • Active in Hispanic Literacy Programs and House Council; Dean’s List with Distinction during semester abroad in Madrid
EXPERIENCE RELATED COMPANIES (Private developer, owner, and operator of $30 billion in real estate) San Francisco, CA Development Summer Intern June-August 2015 • Collaborated with multi-family development design and construction teams for 544-unit, $430m luxury San Francisco
high-rise and 367-unit, $20m remodel of historic downtown San Francisco high-rise • Conducted market research and presentations, including financial viability and competitor site analysis, for residential
development projects totaling over $500m and 1,000 units in San Francisco and Silicon Valley • Underwrote pro forma and returns for $20m remodel of 488-unit downtown San Francisco high-rise and led RFP process
of its 300-stall parking garage; final product presented to national company President NORTHMARQ CAPITAL (Investment banking firm brokering capital for commercial real estate) Dallas, TX Senior Investment Analyst 2013-2015 • Analyzed and presented commercial real estate investments, including financial underwriting and market analysis, to source
debt and equity for clients from insurance companies, banks, and private equity firms • Managed due diligence and closing processes of $250m+ in debt and equity transactions, including multi-family, office,
retail, and mixed-use acquisitions and developments • Managed and trained an intern class of 2 analysts; brought in clients for the firm • Transactions included: $45m construction loan for a mixed-use development with 300 multi-family units and 30,000sf of
retail in Ft. Worth, TX; $12m in equity and $23m construction loan for a 200-unit multi-family development in Dallas, TX; $11m in equity and $24m construction loan for a 100,000sf office development in Frisco, TX; $10m re-financing loan for a 100,000sf retail center in Ft. Worth, TX; $10m in mezzanine debt for a 200-unit multi-family development in Portland, OR
SUNTEX VENTURES / SUNTEX MARINAS (Private equity investor, developer, and manager of marinas) Dallas, TX Associate 2010-2013 • Promoted from Analyst; rated top tier performer • Founding team member of Suntex Marinas, now one of largest marina companies in United States • Underwrote domestic and international acquisitions and developments of commercial real estate including marinas, ancillary
marina operations, senior housing facilities, and loan portfolios; performed initial underwriting, marketing, asset management, office, and employee training functions
• Created presentations to source debt and equity, including marketing of $100m private equity fund; coordinated investor relations, entailing creation of investor database and investor reports for 60 high-net worth individual investors
• Managed due diligence and closing processes of $300m+ acquisitions, 16 marinas and 2 senior living facilities in total • Transactions included acquisitions of: $40m 850-slip marina in Jersey City, NJ; $20m 3-marina portfolio with 1,000+ slips
in Fort Worth, TX; $10m 150-bed senior housing facility in San Antonio, TX; $20m portfolio of loans on 4 marina assets
ADDITIONAL INFORMATION • Interests: Golf, including organization of and participation in golf tournaments as well as volunteering for a golf non-profit • Languages: Spanish (fluent); French (fluent)
BRIAN CHIN 135 S 19th Street, #905, Philadelphia, PA 19103
626-271-6754 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Real Estate and Finance
Philadelphia, PA
2015-2017 • GMAT: 760 (99th Percentile) • Member of Real Estate and Finance Clubs; Wine Club Board Member UNIVERSITY OF CALIFORNIA, BERKELEY Bachelor of Arts, Major in Economics Bachelor of Science, Major in Electrical Engineering and Computer Science
Berkeley, CA
2007-2011
• GPA: 3.68; Recipient of the Kraft Award for Freshmen • Active in Tau Beta Pi (Engineering Honor Society), Omicron Delta Epsilon (Economics Honor Society) • Research Assistant - Economics Department: Examined Price-Stickiness and Border Effects on Online Prices
EXPERIENCE
CHARLES RIVER ASSOCIATES Associate Analyst
Oakland, CA
2012-2015 2011-2012
Critical Thinking and Analysis • Utilized data/documentary evidence to decrease damage estimates by over 90% from amount alleged in LCD price-fixing
litigation. Supported expert witness whose testimony was critical in securing satisfactory settlement • Created data submissions to regulatory agencies on behalf of client leading to settlement amounts 70% below initial estimates
in LIBOR investigations. Analyzed data in conjunction with Bloomberg chat transcripts to estimate damages Teamwork and Collaboration • Coordinated work processes across multiple offices around the world in a multi-jurisdiction regulatory investigation.
Developed best practices in information sharing and analysis checking • Supported Senior Consultant in the development of a white paper on competition in internet search. Conducted research,
communicated findings, and drafted sections of the paper Management Exposure • Oversaw day-to-day relationship with one of the office’s oldest and most lucrative clients. Worked with client to develop new
and innovative cost measures to ensure continued compliance with regulatory rulings • Led junior staff recruiting efforts in Oakland office. Mentored 5 new hires in technical skills/office practices helping them
become successful team members BIO-RAD LABORATORIES Internal Audit Intern
Hercules, CA Summer 2010
• Programmed automated scripts for compliance testing on ACL/AuditExchange platform. Helped develop a continual audit process to ensure that discrepancies are caught and corrected sooner
• Worked with internal auditors to develop data collection/sampling scripts for day-to-day use. Improved efficiency in audit procedures across multiple IT systems used in the company
ADDITIONAL INFORMATION
• Interests: Classic Arnold Schwarzenegger Films, Dan Brown Thrillers, Coldplay, LA Lakers, Condo Investing • Leadership: President of East Bay Rotaract (2014-2015): Collaborated with Berkeley Rotary Club on joint events • Technical Skills: STATA, SAS, Excel, SQL, Python • Languages: Mandarin Chinese (Fluent), French (basic)
RADHIKA CHOPRA 2021 Chestnut Street, Apt. 604
Philadelphia, PA 19103
516-578-4100
EDUCATION
The Wharton School, University of Pennsylvania
Master of Business Administration Candidate
Philadelphia, PA
2015-2017
Member of Wharton’s Woman in Business Club
Pace University
Bachelor of Business Administration, Major in Finance and Marketing
New York, NY
2005-2009
Active in Lubin Alumni Board, Women In Corporate America, Beta Alpha Psi, Federal Reserve Challenge
Finance Major GPA: 3.95; Cumulative GPA: 3.63; Dean’s List (Honors); 2009 Pace University Trustee Award Recipient; 2008
Scholarship Award Recipient for Urban Financial Services Coalition NY
EXPERIENCE LocalAventura (Wharton LatAm travel startup)
Business Development Intern
Philadelphia, PA
2015-2015
Generated a roadmap illustrating the various funding options for startups, as well as the advantages and disadvantages for each option
Participated in a company wide branding exercise, formulating the vision of the company through images and keywords
Devised the privacy policy and terms of service forms for all parties involved in the company, including the travelers, third party providers
and curated locals, who provide the LatAm based experiences
The Jordan Company
Investor Relations Associate
New York, NY
2013-2015
Managed the quarterly and annual fund reporting process, collaborating with accountants and deal teams to gather, summarize, and
analyze performance for over 20 portfolio companies through qualitative and quantitative metrics
Executed prospective limited partner (“LP”) due diligence requests, independently, for ~10 investors during The Resolute Fund III
fundraising process, leading to the successful raise of a $3.2 billion fund with over 30% of new investors
Communicated with an investor base of ~150 LP’s on a daily basis, acting as the main contact for all investor inquiries
Developed investor presentations, quarterly LP marketing distributions on each portfolio company and LP announcements and press
releases, supporting $7.9 billion in LP commitments across all three funds
Nomura Securities International, Inc.
Investment Banking Analyst
New York, NY
2011-2013
Devised a strategy for the 2013 revenue budget and key client targets, working directly with the Head of Leveraged Finance; after
presenting the strategy to executive leadership in Tokyo, the team received an increase in balance sheet allocation for underwritten
commitments
Assembled credit committee memos for the internal transaction approval process on all deals, concisely framing the credit risks and
syndication concerns for the transaction using market trends and credit comparables
Delivered capital structure considerations and credit analyses to CFOs and financial sponsors to provide debt solutions; for
example, formed a cost synergies add-back analysis on precedent LBO transactions to determine financeable McGraw Hill
Education (“MHE”) synergies on the $1.9 billion March 2013 MHE deal
Built financing models for potential transactions including acquisitions, leveraged buyouts, and refinancings
Completed the highest number of leveraged financed transactions out of all analysts on the team, totaling over $9 billion in primary
issuance via 12 deals
Royal Bank of Scotland Group, plc
Investment Banking Analyst
Stamford, CT
2009-2010
Supported the team with the development, marketing, and execution of 10 Consumer ABS offerings resulting in ~$10 billion in
issuance; for example, identified rating agency stress cases/scenarios, selected collateral comparables, and implemented an in-depth
historical collateral analysis for the asset pool in the trust
Acted as a group liaison among rating agencies, lawyers, and trustees to finalize transaction documents
Publicized weekly ABS market updates for ~50 clients and responded to all inquiries
ADDITIONAL INFORMATION
Interests: Snowboarding, Rock climbing, Personal Fitness, Basketball, Tennis, Fine Food, World Travel, and Chocolate Tasting
Volunteer/Mentor for Venture for America: Advised a social media fellow on new business ventures and financing inquiries at
the 2014 VFA Mentor-Fellow Mixer
Soccer Co-Coach for South Bronx United: Led soccer practice sessions incorporating teambuilding and leadership exercises
Languages: Fluent in Hindi
CHARLES “CHASE” L. DAVIDSON, IV 226 West Rittenhouse Square, Unit 1616, Philadelphia, PA 19103 │404-725-8456│[email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Real Estate & Finance
Philadelphia, PA
2015 – 2017
GMAT 730 (96th percentile)
Real Estate Club, SVP of Speaker Series; Member of Private Equity & Venture Capital, Wildmen Hockey, and Golf Clubs
Competed in UT Austin National Real Estate Challenge and UNC Real Estate Development challenge case competitions
THE UNIVERSITY OF VIRGINIA
Bachelor of Arts; Major in Economics
Charlottesville, VA
2006 – 2010
Undergraduate Real Estate Club Founder & President (2008 – 2010)
Dean’s List of Distinguished Students 5/8 semesters
EXPERIENCE THE RELATED COMPANIES
Summer Associate, Related Fund Management
New York, NY
2016
Updated underwriting and oversaw acquisition closing for non-performing office loan; provided financial analysis during lease
negotiation, resulting in lease execution two weeks post-close at rents 24% above initial projections.
Built excel and ARGUS model and drafted bid memorandum for $500MM office redevelopment (largest acquisition pursued by
the fund to date); conducted due diligence with in-house construction manager, leasing brokers, and third party engineers.
ASB REAL ESTATE INVESTMENTS
Associate
Analyst
Bethesda, MD
2015
2013 – 2015
Composed financial analysis and investment committee memoranda for, and coordinated due diligence and closing of, six office,
retail, and apartment acquisitions (total capitalization of $490MM) within ASB’s $5Bn+ core open-ended fund.
Closed six floating rate first mortgage loans totaling $163MM; executed interest rate swaps and assisted in negotiation of term
sheets, loan documents, and derivative master agreements.
Formulated annual business plans, leasing strategies, and capital improvement initiatives as asset manager for 12 properties.
Selected Transaction Experience:
Multifamily Acquisition: Developed investment thesis and roll-up pro forma for $147MM, three-building multifamily project in
Boston’s Allston submarket; approved by eight-member investment committee (first analyst to present unassisted); worked
closely with consultants to assess environmental risks related to preexisting soil and groundwater contamination.
Trophy Office Development: Negotiated three major preleases totaling 84k sf (75% of NRA), including headquarters relocation
of a major international law firm; created construction budget tracker to streamline draw and change-order processing.
Office Disposition: Co-managed lease-up and disposition of creative office building; increased occupancy by 50% during 2014
and sold for $1,004 per square foot (record Santa Monica pricing), generating a 16% unleveraged IRR.
EASTDIL SECURED
Associate
Analyst
Washington, D.C.
2012 – 2013
2010 – 2012
Led underwriting, market research, due diligence, offering memorandum production, and pitch formulation for commercial real
estate equity sales, debt placement, and recapitalizations in the office, industrial, retail, hotel, and apartment sectors.
Selected Transaction Experience:
Entity Recapitalization: Selected by Senior VP as sole associate staffed on the entity recapitalization of a local, $1.5Bn industrial
development firm; Built portfolio roll-up pro forma and 164 ARGUS models and to analyze client’s 15.5MM sf portfolio.
Office Refinancing: Utilized real estate valuation software knowledge to deconstruct client cash flow projection, uncovering
modeling error that resulted in value overstatement of 14%; directly educated client’s CFO on source and impact of the error.
ADDITIONAL INFORMATION Temple University, Fox School of Business, Adjunct Professor, ARGUS Enterprise Seminar 2016
Co-taught course with head of real estate finance for newest version of real estate cash flow modeling software.
Penguin Gentry, Founding Band Member, Lead Vocalist & Guitarist 2012 – 2015
Wrote original music and booked 20 gigs at local venues in the D.C. area, one of which drew 250+ fans.
Other Skills & Interests: ULI Young Leader and former Chairman of D.C.’s Real Estate 101 Program Committee; Hobbies include
lead and rhythm guitar, bass, mandolin, golf (9 hdcp.), fly fishing, hunting, and travel (12 countries); basic proficiency in Spanish.
ERIC DETWEILER, CPA 201 South 18th Street Apt 1410, Philadelphia, PA, 19103 | (817) 480-3561 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance and Real Estate
Master of International Studies Candidate; Focus in East Asia & Japanese Language
Philadelphia, PA
2015 – May 2017
(Expected)
Scholarship: Lauder Institute Fellowship Recipient
Club Involvement: Poker Club President, Asia Club Treasurer, Real Estate, Rock Climbing
Leadership Venture: Quantico, Virginia (Fall 2015)
SOUTHERN METHODIST UNIVERSITY
Masters of Science; Accounting
Dallas, TX
2010 - 2011
Bachelor of Business Administration; Major in Finance; Minors in Economics and Japanese
University Scholar Recipient (Merit Based Scholarship)
2005 - 2009
KWANSEI GAKUIN UNIVERSITY
1-year study abroad program. Learned conversational and written Japanese through intensive
language program, in addition to coursework in Japanese economics, culture, and politics
Osaka, Japan
EXPERIENCE
CLAY COVE CAPITAL, LLC Philadelphia, PA
Associate – Summer & Fall June 2016 - Current
Acted in multi-functional role at a start-up private equity fund (total capitalization $12M), participating in all aspects of
firm operations including underwriting, asset management, and reporting
Underwrote domestic acquisitions and developments of commercial real estate with a focus on multifamily developments and
office properties. Total capitalization of closed transactions was $62M
Closed transactions include: $100k equity investment in 12,000sf Class B flex / R&D wet lab in Austin, TX; $100k equity
investment in 277,554sf Class C grocery-anchored retail center in Jacksonville, FL
ERNST & YOUNG, LLP
Senior – Structured Finance Advisory Services
New York, NY
2014 - 2015
Performed due diligence on CMBS transactions totaling $10 billion, on pool sizes ranging from $200 million to in excess of
$1 billion. Experience includes a wide range of collateral types, pool structures, and book runners
Acted as key client contact during the deal process; responsible for coordinating all relevant parties and ensured work
completion in line with critical deal deadlines. On track for annual performance ratings of “exceeds expectations”
Senior – Japanese Business Services Audit Division
New York, NY
2013 - 2014
Managed two Japanese manufacturing / distributor client engagements as senior in-charge for both interim control testing
procedures and year-end financial statement audit work. Also audited 10Q and 10K filings of publicly traded retailer
Spearheaded initiative to outsource audit procedures to a shared service center in India. Developed communication protocols
and workflow strategy to effectively utilize these resources, resulting in significant cost savings for multiple engagements
Trained junior staff members in audit procedure to ensure developmental progress while maintaining efficient audit
execution. Recognized for on the job coaching with annual performance ratings of “exceeds expectations”
Staff – Japanese Business Services Audit Division
New York, NY
2011 - 2013
Executed both substantive tests of client financial information, and tests of client internal controls surrounding the financial
reporting function. Researched technical accounting topics such as revenue recognition and internal-use software
capitalization to assist in design of audit test procedures
Received annual performance ratings of “exceeds expectations” for technical knowledge and effective audit execution
ADDITIONAL INFORMATION
Certifications: Japanese Language Proficiency Test – Level 1 (Highest Level)
Community Service: Regular contributor to WWWJDIC online Japanese/English dictionary project. Regular contributor to
community revitalization projects through NY Cares, 2011-2014
Interests: Pot Limit Omaha Poker, PC Gaming, Building Computers, Classical Music
DANIEL J. GREENBERG 415 South Van Pelt Street, Unit F6, Philadelphia, PA 19146
646-248-0256
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
MBA Candidate; Major in Real Estate
Philadelphia, PA
2015-2017
GMAT: 760 (99th percentile: Quantitative-50; Verbal-44)
Active in Wharton’s Real Estate Club and Tennis Club
COLUMBIA UNIVERSITY, SCHOOL OF ENGINEERING AND APPLIED SCIENCE
Master of Science in Operations Research; Concentration in Finance and Management
New York, NY
2011-2012
GPA 3.50; completed coursework in Operations, Statistics, Economics and Finance
COLUMBIA UNIVERSITY, COLUMBIA COLLEGE
Bachelor of Arts in Economics and Political Science
New York, NY
2006-2010
GPA 3.73, Dean’s List 2006-2010
Awarded Departmental Honors for Thesis in Political Science (awarded to 10% of majors)
EXPERIENCE
BOOZ & COMPANY (NOW STRATEGY&, PART OF THE PWC NETWORK)
Associate
New York, NY
2014-2015
Advised Fortune 500 clients in healthcare, consumer goods, energy and chemicals sectors on significant strategic issues
Conducted financial analysis and market share and revenue projections for several proposed product launches
Created concise presentations to convey findings and recommendations to client executive teams and middle management
Formulated growth strategy for a national retail fuel company, guiding new investment decisions across client’s footprint
Designed and developed a proprietary market assessment tool to assist clients in product design, portfolio design, and pricing
strategies; led marketing campaign to incorporate tool in offerings to current and prospective clients
Supervised a team of 5 programmers to convert Excel- and VBA-based simulator into a customizable analytics solution
Led training sessions to enable clients to use models and simulators to guide ongoing decision-making processes
Facilitated internal Excel and Business Modeling training sessions for newly hired consultants
BOOZ & COMPANY
Consultant
New York, NY
2012-2014
Promoted fast-track to Associate (post-MBA level) after two years; consistently rated in top 15% of cohort
Re-designed production planning cycle for a global chemicals manufacturer; used and adapted several textbook approaches
to Operations Strategy to reduce working capital requirements by $70MM
Developed operating models for new business units of several health insurance clients; interviewed key stakeholders to
define roles and responsibilities and set key performance metrics, enabling clients to respond effectively to healthcare reform
LINCOLN PLAZA HOLDINGS, LLC and VERILYTE PROPERTIES
Owner, Manager
New York, NY
2004-present
Owned, managed and grew entrepreneurial residential real estate investment companies with assets in excess of $2.5MM
Conducted market research and financial modeling to identify and assess potential acquisition targets
Composed investment brochures and conducted investment presentations to market potential acquisitions to new investors
Structured real estate holding companies to facilitate small investments by approximately 10 individual investors
Secured long-term, high-LTV, fixed-rate financing from lending institutions
Managed renovation and leasing of new and existing apartments, maintaining occupancy rate of 95%
ADDITIONAL INFORMATION
Certifications: CFA Level 1 (June 2012); Business Certificate, Columbia University, GPA 4.0
Skills: Advanced Excel, VBA, SPSS, STATA, Sawtooth, Java, MATLAB
Interests: Real estate, current affairs, volunteering, economics, history, woodwork, scuba diving, photography
KAY JUNHEE HAN 135 S. 17th Street #1305, Philadelphia, PA 19103 | 310-738-3450 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate, Major in Real Estate
Philadelphia, PA 2015-2017
• Recipient of Leslie Morgan & Perry Winter Steiner Fellowships • Board Member of Wharton Real Estate Club and Korea Club; Member of Travel & Hospitality Club • Teacher’s Assistant for Real Estate Finance - Investment & Analysis CORNELL UNIVERSITY Bachelor of Science in Hotel Administration
Ithaca, NY 2004-2007
• Dean’s List; Academic Excellence Award & Leadership and Public Service Award
EXPERIENCE HERSHA HOSPITALITY TRUST Summer Associate, Acquisitions and Development
Philadelphia, PA Summer 2016
• Underwrote and analyzed $800 million worth of hotel real estate acquisition and development opportunities • Performed property and legal due diligence and financial analysis for the closing of a $112 million hotel in Boston and a $75
million hotel in Silicon Valley • Completed in-depth studies of the Boston and DC markets to identify local supply characteristics and demand generators
MARRIOTT INTERNATIONAL ASIA PACIFIC Director of Revenue Management, JW Marriott Dongdaemun Square (five-star; 170-room) Revenue Manager, JW Marriott Seoul (five-star; 475-room)
Seoul, Korea 2014-2015 2012-2014
• Defined and executed financial objectives to maximize revenue for guestrooms and function space by conducting market research and analyzing historical data, reservation trends, and competitor positioning
• Improved RevPAR by +28% from $168 in July 2014 to $216 in May 2015 and increased STR market share (hotel’s RevPAR in relation to average RevPAR of competitors) from 107% to 146%
• Conducted monthly business forecasting and variance analysis and maintained guestroom forecast accuracy within 1%; ranked first on forecast accuracy among all hotels in Asia Pacific region in Q1 2014
• Co-created an intentionally extravagant dessert, Dom Pérignon Shaved Ice, and promoted it through viral marketing resulting in advertising support from SBS, the largest broadcasting network in Korea
• Introduced cost saving initiatives and implemented new sales & marketing strategies to counteract decrease in inbound tourism and guestroom demand in Korea during the MERS outbreak; reduced total operating cost by 28% in June 2015
• Initiated a suite and menu upsell program and a sales incentive program and led a team to successfully implement programs across departments; achieved monthly budget goals
• Organized ad-hoc analytical projects requested by hotel executives; coverage included analysis on North Korea’s missile test and country-wide mourning of the Sewol Ferry accident and impact on customer behavior
• Improved relationship between Marriott and owners by spearheading weekly and monthly strategy meetings
MARRIOTT INTERNATIONAL HEADQUARTERS Revenue Manager, Global Revenue Management Remote Solutions
Bethesda, MD 2010-2012
• Directed overall pricing strategies for 14 select-service hotels with total annual revenues of $60MM in various geographic markets in US by working closely with owners, general managers, and sales & marketing leaders
• Conducted monthly business forecasting and variance analysis and directed value creation initiatives through operational reviews to ensure annual revenue targets are exceeded
• Led the planning and implementation of the pricing recommendation and management systems across 14 hotels
WYNN RESORTS (five-star; 2716-room at Wynn & 2034-room at Encore) Senior Analyst, Enterprise Strategy Analyst, Enterprise Strategy
Las Vegas, NV 2008-2010 2007-2008
• Analyzed customer booking behaviors and ADR progress for casino, leisure, and business market segments • Managed marketing campaigns on various online travel agency websites including Expedia, Priceline, Hotwire, and GDS • Managed brand development strategies for Encore as an opening member; developed packages by collaborating with Cirque du
Soleil, restaurants, and spas; collaborated with team in the creation of Super Bowl XXVI commercial • Created and implemented training programs and conducted training sessions for analysts and reservations agents
ADDITIONAL INFORMATION
• Certificate: Hotel Real Estate Investments and Asset Management, eCornell, 2014 • Languages: Korean (native), French (beginner), Japanese (beginner) • Interests: traveling (visited 27 countries), wine tasting, yoga
JESSICA HIMMEL 201 South 25th Street, Suite 420, Philadelphia, PA, 19103 • 212.321.0863
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
MBA Candidate; Major in Real Estate and Finance 2015-2017
VP of Education, Real Estate Club; Alumnae Relations Officer, Wharton Women in Business; Sponsorship Committee,
Wharton Women in Business Conference; Dean’s Graduate Student Advisory Committee; Member, PE/VC Club
UT Austin National Real Estate Challenge; EDENS Challenge
UNIVERSITY OF INTERNATIONAL BUSINESS AND ECONOMICS Beijing, China
Full-time Chinese Language Student 2012-2013
University Certificate Courses: Intensive Intermediate Chinese; Advanced Business Chinese
ROTMAN COMMERCE, UNIVERSITY OF TORONTO Toronto, Canada
BCOM (Honors); Specialist in Commerce and Finance; Major in Economics 2004-2010
Graduated with Distinction; Director’s Student Leadership Award for Spirit (of ~400 graduates)
Co-President, Rotman Commerce Pride Alliance; Director, Rotman Commerce Women in Business; Winner, Deloitte
Apprentice (1/150 to win an internship through a competition); Selected as Peer Mentor by Economics Department
EXPERIENCE
OGILVY & MATHER Beijing, China
Consultant (early promotion from Senior Associate in Sept. 2014) 2014-2015
Senior Associate 2013-2014
China Brand Audit – Global Financial Information Services Provider
Spearheaded successful pitch for $150K brand audit and messaging project targeting key business and government
stakeholders; supported client market share gain in China amidst a challenging political environment
Led project planning, strategy, and qualitative research in bilingual (English-Chinese) environment; managed teams of up to 8,
including senior players; managed client relationship
Analyzed and interpreted politically sensitive interviews; presented findings and recommendations, which client is
implementing, to 18 client leaders in Beijing, Hong Kong, and New York
Corporate Communications – Fortune 500 Healthcare Company
Built trusted client relationship, driving revenue growth from $50K to $1.5M in one year; provided in-house leadership
support for client’s Communications Team of 7 while Director was on leave
Led team of 4 to deliver strategic communications and financial account planning, content development, and client
management; created revenue and profitability model that was leveraged by multiple client account teams
Developed and supported execution of strategic plan to drive organization-wide commitment to leadership objectives,
contributing to an average score increase of ~5% across all core categories in annual survey of ~3000 employees
BAIN & COMPANY Toronto, Canada
Associate Consultant 2010-2012
Private Equity Group
Developed and analyzed financial models and conducted market research for due diligence projects across multiple industries
including real estate, retail, consumer products, and industrial goods
Designed and executed visits to over ten major retail stores in the U.S.; created scenario-based financial model to improve
margin by ~30-55% through adjustments in pricing, labor, and product mix
Analyzed residential and retail real estate trends for private equity investors in manufactured housing and shopping malls
Corporate Strategy
Owned complex model of customer products; created classification system to project opportunities for growth; identified
~$160M opportunity to drive annual aftermarket revenue and ~$1.2B product upgrade spend
Modelled client revenue at risk due to shifts in the telecommunications industry (e.g. Skype); coordinated with customer
survey team to identify optimal pricing scenario, generating incremental revenue of ~$90M
ADDITIONAL INFORMATION
Technical Skills: Advanced Excel, Basic ARGUS, Coursework in Real Estate Investments and Real Estate Development
Languages: Advanced Mandarin, Basic French
Interests: Yoga, Travel (13 countries), Cooking, Chinese podcasts
ANDREW P. KUO 220 W. Rittenhouse Square, Apt. 8A • Philadelphia, PA 19103 • 339-788-8108 • [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Real Estate and Statistics
Philadelphia, PA
2015-2017 •! 2016 Welcome Committee: One of 40 student members selected by the Dean of Student Life from 200+ applicants •! Active member of Real Estate, Basketball, Mountaineering and Climbing, and Ski & Snowboard Clubs •! First Year Academic Honors; Fall 2015 Director’s List (awarded to top 10% of class based on GPA) •! 750 GMAT (99th percentile) LEONARD N. STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY Bachelor of Science, magna cum laude; Majors in Finance and Org. Behavior; Minor in Mathematics
New York, NY
2005-2009 •! GPA: 3.79; Dean’s List (2005-2009)
EXPERIENCE
CRESCENT COMMUNITIES, LLC Summer Associate, Commercial & Mixed Use Development
Charlotte, NC Summer 2016
•! Assisted with entitlement and planning efforts for The River District, a ~1,400-acre mixed-use green field project in Charlotte, which represents one of the largest rezoning petitions ever submitted in the Southeast U.S.
−! Managed initial master planning process including a lot-level typology and yield study to inform project vision −! Worked with city officials to explore potential public-private financing partnerships, including tax increment grants −! Developed a 20-year phasing strategy, financial model and business plan and presented recommendations to C-suite
SASAKI ASSOCIATES Strategic Planner, Sasaki Strategies
Watertown, MA
2014-2015 •! Assessed financial impact of a 3,500-bed residence hall reorganization and presented long-term undergraduate housing
strategies to Dartmouth College’s Steering Committee as part of a $370M plan •! Spearheaded a capital prioritization initiative for the University of Nebraska that assessed facility condition, suitability, and
space utilization to address deferred maintenance investment strategies for over 26M square-feet across four campuses •! Developed a $15M master plan for Gordon State College, identifying opportunities to enhance campus connectivity NEWTON COMMUNITY FARM, INC. Board Member, Buildings Chairperson
Newton, MA
2014-2015 •! Planned and managed a $75K barn rehabilitation to expand office space and machinery storage •! Developed a four-year $350K infrastructure renewal plan to prioritize near-term fundraising targets KEEFE, BRUYETTE & WOODS, INC. Associate, Insurance Investment Banking Group Analyst, Insurance Investment Banking Group
New York, NY
2012-2014 2009-2012
•! Executed 18 advisory and capital raising transactions totaling $2.3B in deal value •! Assisted business development efforts generating ~$2M in additional revenue by sourcing and pitching clients Representative transactional work: •! Co-led team of four on reorganization of distressed growth asset manager with $10B under management
−! Worked with C-suite to construct pro forma business and financial model with viability constraints −! Gained buy-in from stakeholders to market plan to investors, resulting in a signed $100M term sheet
•! Assisted state regulator in review of $13B investment portfolio for top-five U.S. fixed-annuity insurer −! Uncovered $1.5B of hidden investments designed to legally circumvent state insurance statutes −! Recommended amendments to state statutes and operating and reporting policies
•! Evaluated financing alternatives for a leading fuel distribution insurer seeking growth capital −! Developed detailed operating, capital and reinsurance model and presented valuation analysis to board −! Launched $30M private placement targeting company’s policyholders, brokers and reinsurance partners
ADDITIONAL INFORMATION
•! Real Estate Involvement: Urban Land Institute; Rebuilding Together Philadelphia; 2016 ULI Hines Student Competition •! Interests: Cheering for Manchester United despite 7AM kickoffs; bringing basketball shoes wherever I travel (played in 14
countries), snowboarding every mountain in Colorado (next up is Telluride); sketching small house designs
JEAN-PAUL ANATOL LARCHEVEQUE, CFA 2109 Locust Street, Philadelphia, PA 19103
+1 267-370-8344, [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Real Estate & Finance
Philadelphia, PA
2015-2017
Teaching Assistant for Dr. Marja Hoek-Smit; International Real Estate Comparisons
LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE
Master of Science; Majors in Accounting and Finance with Merit
London, UK
2007-2008
FOSTER SCHOOL OF BUSINESS, UNIVERSITY OF WASHINGTON
Bachelor of Arts in Business Administration; Major in Finance with Distinction (Honors Program)
Seattle, WA
2004-2007
EXPERIENCE
COLONY CAPITAL (Real Estate Private Equity Fund AUM~$18B)
Summer Acquisition Associate
London, UK
Summer 2016
Worked 4 months on 12 deals on Acquisition Team from deal inception to investment committee presentation
Industries covered: UK, Dutch & French Light Industrial, Canadian & Austrian Heavy Industrial, UK Care Homes, UK
Storage, French Residential Development, Dutch NPL, UK Office
Worked with head of London office on public to private acquisition due to background in equity markets
SBERBANK INVESTMENT BANK (Formerly Troika Dialog)
Head of Equity Derivatives Sales
London, UK & Moscow, Russia
2011-2015
Promoted after 1 year to head Equity Flow Derivatives Sales Desk over senior members post exceeding P&L goal by 110%
Produced most sales revenue on equity sales side of the business in Russian crisis of 2014 (+$5M P&L, second best $3M)
Led team to double sales revenues in 2012 by refocusing business on Russian clients (From $3M to $6M P&L)
Managed/cut costs in team of 4 during two market crises; replaced two senior sales with VP, losing no revenue in process
CREDIT SUISSE SECURITIES INTERNATIONAL
Associate Equity Derivatives Sales EEMEA (Flow Derivatives and Structured Products)
London, UK
2008-2011
Promotion to Associate in 2 years vs standard 3, due to unusually high productivity as junior salesperson (+$9M P&L 2010)
Received Annual Campus Recruitment Award 2011 – Best Newcomer Award – recognized among all London analysts
across departments for performance on desk as well recruiting for Credit Suisse
Created new products including swap on RTS index (desk P&L +$20M); supervised processes and legal/IT requirements
ADDITIONAL INFORMATION
Languages:
Native Russian and French (brought up in bilingual environment)
Fluent Spanish (IB baccalaureate in higher level Spanish, study abroad program in Cuba)
Qualifications:
CFA Membership Active Since 2013
Real Estate:
Acquired, renovated, leased, now actively managing 6 properties in Paris and London; Self-taught in Argus DCF
Habitat for Humanity – 3 months of building work in London; promoted to supervise volunteer groups after one month;
VP of Operations for Rebuilding Together Philadelphia Homes
Community:
Involved in EMpower foundation (Emerging Market initiatives for youth) 4 years as Board observer/fundraising initiatives
Raised $5,000 for St Mungo’s charity by running Olympic-distance triathlon
Interests:
Triathlons (6 Olympic distance to date), figure drawing (15 years), tennis, yoga, piano, ski touring (Chamonix-Zermatt)
JAMES LEE 2116 Chestnut Street, Unit 1805
Philadelphia, PA 19103
(323) 369-1991
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Real Estate
Philadelphia, PA
2015-2017
Assistant Fund Fellow and Equity Research Analyst for the Wharton Investment Management Fund ($2M student-run fund)
Active member of the Investment Management, PE/VC, Real Estate, and Restructuring & Distressed Investing clubs
STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY
Bachelor of Science; Major in Finance and Management
New York, NY
2005-2009
Academic honors: cum laude, Daniel E. Diamond Scholarship, Stern Merit Scholarship
EXPERIENCE
RELATED COMPANIES
MBA Intern, Real Estate Development
Irvine, CA
Summer 2016
Real estate investment, development, and management firm focused on mixed-use, residential, retail, and office properties
Assisted in all aspects of the development process, including acquisition, entitlement, financing, and project management
Performed extensive research on locations across California to evaluate underwriting and development feasibility for new
development projects
COLONY CAPITAL
Private Equity Associate, Real Estate
Los Angeles, CA
2015
Real estate private equity firm with $25B under management focused on distressed investment opportunities
Led evaluation of new debt and equity investment opportunities across a broad range of real estate strategies
Completed $31M loan facility to Related Companies for the acquisition and pre-development of four parcels in Santa Clara,
CA to be developed into a 462 unit residential project
PLATINUM EQUITY
Private Equity Associate, Generalist
Los Angeles, CA
2012-2014
Private equity firm with $7B under management focused on leveraged buyouts and late-stage growth transactions
Evaluated and executed public and private equity investments across a variety of industries
Actively involved in all aspects of the investment process, including financial modeling and valuation, identifying investment
themes, structuring investment terms, and financing transactions
Led business and financial due diligence, performed industry research and analysis, participated in management meetings
and site visits, and managed accounting, legal, and consulting advisory teams
Authored investment memorandum with diligence findings and final recommendations for internal investment committee
Collaborated with management teams of existing portfolio companies to develop strategic initiatives, evaluate acquisition
opportunities, and analyze capital structure alternatives
Selected Transaction Experience
$510M acquisition of Transworld Systems, a technology-enabled business process outsourcing company
$525M acquisition of Artesyn Embedded Technologies, a divestiture of Emerson’s Embedded Computing & Power division
CREDIT SUISSE
Investment Banking Analyst, Financial Institutions Group
New York, NY
2009-2011
Gained extensive deal experience, including mergers and acquisitions, restructurings, and capital raisings
Chosen to lead incoming analyst training program; prepared and taught training materials in week-long course
Selected Transaction Experience
Advised Walter Investment Management on its $1B acquisition of Green Tree Credit Solutions and arranged $810M of
senior secured credit facilities
Completed $242M initial public offering of FXCM, a leading foreign exchange trading platform; traveled with senior
management across 14 cities in two weeks for the company’s U.S. and European roadshow
ADDITIONAL INFORMATION
Interests: Soccer, golf, backgammon, hiking
Service: Volunteer and Mentor at United in Harmony, a non-profit fighting homelessness and poverty in LA (2012-2015)
DOREEN LIOU, E.I.T., LEED A.P., PMP (626) 623-2935 • [email protected]
EDUCATION
University of Pennsylvania – The Wharton School M.B.A. Candidate, Real Estate and Finance
Philadelphia, PA Expected May 2017
•! Club Positions: VP of Real Estate – Travel & Hospitality Club, VP of Internal Events – Food Club
University of Southern California – Viterbi School of Engineering B.S., Civil Engineering – Building Science
Los Angeles, CA Conferred May 2010
•! Club Positions: Finance Chair – USC Construction Symposium, Treasurer – USC Chapter Associated General Contractors of America (AGC), Team Development Chairperson – USC ASC Competition
PROFESSIONAL EXPERIENCE
Trammell Crow Company Real Estate Development MBA Intern
Los Angeles, CA Jun 2016 – Aug 2016
•! Assessed the viability of prospective deals and pulled together Investment Committee packages •! Conducted market research and assessed competitive assets •! Drafted Scopes of Work and Consultant Contracts •! Managed progress and reviewed deliverables for the successful submittal of a fast-tracked VTTM and Site
Plan review package with a 66% reduced timeline
KPMG Senior Associate – Major Projects Advisory
Los Angeles, CA Oct 2013 – Jul 2015
•! Conducted Project Cost Audits on Cost-Plus and GMAX Contracts •! Developed risk management strategies and programs •! Identified and resolved gaps in project control systems for natural gas pipeline programs •! Amended construction contracts to reconcile intents and expectations with contract language •! Coordinated West Coast Business Development strategy and progress status meetings Bernards Project Engineer – General Contracting & Construction Management
Los Angeles, CA
Feb 2011 – Sep 2013 •! Constructed a dual theater 3D attraction for Universal Studios Hollywood and multiple K-12 campuses •! Managed budgets, schedules, OAC meetings, subcontractors, materials and equipment coordination •! Participated in bid interviews and pitch presentations to source new clients •! Drafted and bought out subcontractor contracts and scopes of work Worley Parsons China Assistant Lead Civil Engineer
Beijing, China
Sep 2010 – Dec 2010 •! Engineered key infrastructure components of the Oyu Tolgoi Mining Complex •! Prepared bid proposals, construction specifications, drawings, and material take-offs •! Coordinated with client representatives, engineering disciplines, and subcontractors
to ensure interface synchronization CERTIFICATIONS & SKILLS
Certifications: Engineer–In–Training, LEED Accredited Professional, Project Management Professional Applications: AutoCAD, Bluebeam, Prolog Manager, Revit, SAP2000, WinEst Foreign Language: Mandarin Chinese (Fluent in speech)
EXTRACURRICULAR & VOLUNTEER EXPERIENCE
Case Competitions: UNC 2016 Real Estate Challenge – Infill Development in Greenford, England, UPENN 2015 Public Infrastructure and the Public Good Competition, ASC (2010 & 2009) LEED Competition: 2010 Tacoma General Hospital Expansion (1st place, Team Captain), 2009 Big Box Retailer (3rd place) Clubs: Finance Club, PE/VC Club, Wharton Real Estate Club, Scotch & Whiskey Club Volunteer: Habitat for Humanity (Los Angeles, CA), St. Bernard Project (New Orleans, LA) Mentor Roles: USC Viterbi Student Alumni Mentor Program (VSAMP), Saturday Business Academy (SBA)
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ALEXANDRE C. NOGUEIRA 1616 Walnut Street, 801, Philadelphia, PA | 267-969-8441, [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate 2015-2017 Master of International Studies Candidate; Focus on France and Africa • Social Chair of WHALASA, Alumni Chair of Family Business Club, member of Private Equity and Venture Capital,
Dealmakers and Real Estate Clubs • Lauder Fellowship partially covering Lauder Program fees. Represented Wharton in LATAM PE Competition HEC PARIS Jouy-en-Josas, France Masters in Finance 2010-2011 • GPA: 3.61, Mention Très Bien (High Honors) UNIVERSIDADE FEDERAL DE MINAS GERAIS (UFMG) Belo Hor izonte, Brazil Bachelor of Industrial Engineering 2005-2009 • Graduated in the top rank (Top 10%)
EXPERIENCE
J . MENDES FAMILY OFFICE Belo Hor izonte, Brazil Investment Manager 2014-2015 • Analyzed direct investment ideas in private companies, presented to the Family Office's investment committee. Led team
of 2 analysts in the development of an investment model that considered a company’s fundamentals, positioning and macroeconomic situation. Completed investments in the real estate and natural resources sectors
• Rebuilt the investment process in Real Estate, leading a team of 1 associate and 1 external advisor in modeling direct investments in the sector using Waterfall/CBMS structure. Directed negotiation with counterparts. Executed a $30 million investment in a real estate company
• Reviewed and examined investments in local and international private equity funds, including select opportunities with 3G Capital, Carlyle, Bozano Capital, Patria Investimentos, Blackstone and Goldman Sachs
• Managed a portfolio of corporate debt and analyzed potential investments • Led negotiations in new businesses and partnerships with fund custodians, fund managers and banks, resulting in the
creation of the first exclusive in-house managed fund-of-funds, generating 80% savings in management fees • Redesigned offshore investment structure and retirements funds to cut cost inefficiencies, structured and brought portfolio
consolidation in-house, ultimately resulting in annual gains of $1.25M GOLDMAN SACHS São Paulo, Brazil Analyst, Wealth Management Division, Portfolio Management Group 2012- 2013 • Created an innovative report designed to consolidate and analyze asset allocation for high net worth individuals. The report
included macro reviews, multi-factor asset allocation model, wealth projection using stochastic wealth growth prediction, and consolidated portfolio across investments in several banks and real business, both onshore and offshore
• Co-managed ~50 Brazilian exclusive funds worth $1.5 billion, focal point for the investments in offshore funds and private equity funds
• Responsible for quantitative analysis and strategic investment decisions implementation in the Portfolio Management Group MINERAÇÃO J .MENDES Itaúna, Brazil Financial and Strategy Analyst 2010 • Developed and implemented a real options decision-making model for iron ore mining plants for the company, while
leading a team of three. Expansion decisions were made more cost effective and this helped to triple production • Analyzed several investment opportunities in the mining sector, recommended the development of iron ore mining
projects worth $10 million that increased the productivity of the company’s mining plants in 15% after 2 months
ADDITIONAL INFORMATION
GOLDMAN SACHS Geneva, Switzer land Full-time Intern Analyst, Wealth Management Division 2011 • Conducted research and structured products with analysts and traders according to clients’ requests and risk profiles • Led a team of five intern Analysts who won first place at the GS Asset Allocation competition
Languages: Portuguese (native), English (fluent), French (fluent) Interests: Cooking (Diplôme d`Initiation à la Cuisine Française, École Ritz Escoffier, Paris), running, tennis, ice hockey
DANIEL ODETTE 201 S 18th St Philadelphia, PA 19103 | 443-791-9140 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Real Estate Master of International Studies Candidate; Concentration in China
Philadelphia, PA
2015-2017
• Member of Wharton Real Estate Club, Private Equity & Venture Capital Club, Rebuilding Together, Boxing Club • Recipient of Lauder Fellowship. GMAT: 740 (97th Percentile)
MIDDLEBURY COLLEGE Bachelor of Arts; Double Major in Economics and Chinese
Middlebury, VT
2006-2010 • Dean’s List all semesters
EXPERIENCE
ALLIANZ REAL ESTATE OF AMERICA Summer Associate
New York, NY
2016 • Completed valuation project for AREoA debt portfolio. Valued over USD 2.6 billion of commercial real estate across office,
retail, multifamily, and industrial property types in more than 20 urban markets using Argus and Excel DCF models. • Presented asset valuations to U.S. CEO, senior leadership team and major investors Allianz Investment Management. • Traveled to Dallas to create business plan for 314-unit multifamily property. Implemented initial stages of capital
expenditure program to improve asset marketing, management strategy and lease-up of retail podium. • Supported Head of Asset Management to oversee leasing and capital expenditure activities across existing equity portfolio. • Evaluated budgets and provided property-level pro forma forecasts to assist in closing of equity investments including USD
1.2 billion New York office asset and USD 100 million investment in mixed-use equity fund. JONES LANG LASALLE Head of Real Estate Intelligence Service (REIS) China
Shanghai, China
2011-2015 • Directed subscription-based research service covering office, retail and residential real estate sectors in 21 cities, generated
annual revenue in excess of USD 1 million. • Directed overall operations to produce final client deliverables across more than 60 markets each quarter. Responsible for
market research, data analysis and forecasting to identify value in real estate markets in China. • Managed team of 3 in Shanghai and coordinated team of more than 40 researchers in 12 regional offices. • Managed client relationships with subscribers including private equity funds, real estate developers, banks, institutional
investors and retailers. Presented to clients on market trends and led business development initiatives for REIS service. • Directed Capital Markets Research for Mainland China advising with JLL capital markets team on more than USD 4 billion
worth of commercial transactions. • Led rollout of research coverage overhaul including integration of real estate databases into global online platform which
allowed for streamlined client access and cross-border analysis.
CHINA SOLUTIONS LLC Shanghai, China Intern 2010-2011 • Consulted clients on legal issues including company formation, foreign direct investment, IP infringement, labor law, and
trademark registration services. HARDESTY CAPITAL MANAGEMENT Baltimore, MD Summery Research Analyst 2009 • Conducted equity research and advised on diversification of firm’s USD 1 billion in assets under management into Chinese
equities, presenting results to CEO and investment committee.
ADDITIONAL INFORMATION Rebuilding Together: Organized Spring 2016 Block Build and supervised team of volunteers as House Captain USGBC: LEED Green Associate Certification Urban Land Institute: Member of Young Leaders Group (Shanghai), Head of Networking Committee. American Chamber of Commerce: U.S. Corporate Member, Active participant on Real Estate Committee. Languages: Fluent in Mandarin Chinese (spoken and written) Interests: Architecture, Snowboarding, Literature
JESSICA D. RICHARDSON 973-951-3811 • [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Real Estate and Finance
Philadelphia, PA
2015 – 2017
Wharton Fellowship recipient – scholarship for exceptional academic and professional accomplishments
Elected to Wharton Real Estate Club Board to launch an inaugural “Women in Real Estate” initiative
Relevant Coursework: Real Estate Law, Urban Fiscal Policy, Advanced Real Estate Investments
GMAT: 720 (94th percentile)
BRANDEIS INTERNATIONAL BUSINESS SCHOOL, BRANDEIS UNIVERSITY
Master of Arts in International Economics and Finance
Waltham, MA
2008 - 2010
WELLESLEY COLLEGE
Bachelor of Arts in Economics and Sociology
Wellesley, MA
2005 – 2009
EXPERIENCE
CENTENNIAL REAL ESTATE MANAGEMENT, LLC
Associate Intern, Acquisitions
New York, NY / Dallas, TX
Summer 2016
Underwrote two regional mall investments (1.7 million SF of retail) reporting directly to the firm’s Chief Investment Officer,
from analyzing the Offering Memorandum and broker Argus through submission of initial letter of interest
Prepared detailed cash flow projections and property underwriting model to analyze returns using Excel and Argus DCF
Evaluated tenant movement for each property including relocations, expansions, and required tenant improvement costs
Collaborated with leasing team to assess tenants’ current occupancy costs and mark rents to market
Adjusted market leasing assumptions to reflect realistic market expectations upon current tenants’ lease expirations
Constructed an NOI build for a 1.5 million SF mall to quantify value created from NOI growth as a means of demonstrating
Centennial’s conservative underwriting approach to potential investors
Designed a ranking of all malls in the U.S. to gauge top 600 malls and identify attractive investment opportunities
DEUTSCHE BANK SECURITIES INC.
Investment Banking Associate, Financial Institutions Group (“FIG”)
New York, NY
2013 – 2015
Ranked #1 in my class in FIG (A-bucket); ranked in the top quartile of all FIG Associates, including 1st – 4th year Associates
Integral member of the depository institution client coverage effort, responsible for more than fifteen clients while generally
acting as the key (and often only) mid-level banker for four Managing Directors
Webster Financial’s acquisition of J.P. Morgan’s Health Savings Account (“HSA”) business
Led the day-to-day execution of the transaction working directly with a Managing Director for the full duration of the deal
Researched the nuances of HSAs and built a detailed financial model by account forecasting performance over next 5 years
Created valuation analyses including a discounted dividend model and return scenarios; presented analyses to the CFO
Great Western Bank’s $331 million Initial Public Offering
Advised National Australia Bank on the partial divestiture of its U.S. subsidiary, Great Western; 2nd largest bank IPO in 2014
Performed in-depth analysis of public banks to devise a relevant peer set and triangulate an appropriate filing range
Analyzed considerations to optimize transaction size at IPO, leading to a full divestiture of the bank
FCB Financial’s $181 million Initial Public Offering
Developed investment highlights to present FCB as a fully-integrated bank with a strong origination platform
Directed management team for duration of IPO roadshow; sole banker invited by CEO to attend NYSE for first trading day
Investment Banking Analyst, Financial Institutions Group
2010 – 2013
Ranked #1 in my class for two years; ranked #2 in my class for one year (consistently A-bucket)
$9.0 billion sale of ING Direct to Capital One
Constructed a merger model to analyze the pro forma impact of the sale of ING Direct; largest bank M&A deal since 2008
Coordinated and supervised due diligence sessions at ING Direct’s headquarters
$1.0 billion investment from Warburg Pincus, KKR, and Centerbridge in Santander Consumer USA
Built an operating model with the granularity to roll-forward individual loan portfolios
In-depth analysis of public comparables and precedent transactions due to limited comparable universe
ADDITIONAL INFORMATION Certifications: Series 79, Series 63
Interests: International travel – hiked the Dientes Circuit in Patagonia, Chile; Tennis; and Music
DAN SIROTKIN 1616 Walnut Street
Philadelphia, PA 19103
917-567-5607
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Real Estate and Statistics
Philadelphia, PA
2015-2017 • Real Estate Club, VP of Market Research
• Member of Data Analytics, Private Equity & Venture Capital, and Rugby clubs
• GMAT: 750
WASHINGTON UNIVERSITY IN ST. LOUIS
Bachelor of Science in Business Administration; Major in Finance
St. Louis, MO
2008-2012
• Finance GPA: 3.93/4.00; Overall GPA: 3.73/4.00, Honors in Management, Dean’s List: six consecutive semesters
• Minor in Computer Science
• Co-Founder of Undergraduate Real Estate Club
EXPERIENCE
FORTRESS INVESTMENT GROUP
Analyst, Private Equity
New York, NY
2014-2015
• Constructed operating models for both a stand-alone and newly formed enterprise in potential spin off transaction of line
of business from public financial services company
Researched creation costs of the potential newly formed company in order to make bottoms up estimate of total
additional friction costs; built model to dynamically stress key drivers
Performed valuation analysis of spin off under various performance/financing scenarios; prepared corresponding
marketing materials for Board of Directors, external valuation collaborators, investors
• Developed/maintained operating model of public portfolio company: projected performance based on discussions with
management, updated company executives regarding financial performance and risks, assisted investor relations team in
creation of marketing material/earnings reports
• Created a liquidity/reporting model for the combination of four recently launched businesses established by a newly
formulated private equity investment platform
JP MORGAN CHASE & COMPANY
Analyst, Modeling & Analytics
New York, NY
2012-2014
• Implemented internal prepayment/loss prediction statistical models into comprehensive cash flow model that forecasts
balances/net interest income for Business Banking loan portfolio; wrote requirements for the loan level model in order to
perform portfolio analytics
• Calculated CD option cost by conducting Monte Carlo simulation of performance under 600 rate scenarios
• Conducted funding restructuring analysis to improve cost of funding methodologies for credit card assets; computed net
interest income and duration impacts of realignment
• Regularly researched, met with business leads to provide statisticians with economic and business framework for
hypothesis testing of predictive models for various loan portfolios
• Designed and executed comparative back-testing of actual & modeled loan performances historically by synching line of
business forecast models
ADDITIONAL INFORMATION
• Competitions: First Place - Buxton Data Analytics Competition
• Programming Languages: Java, VBA, C Languages, SQL, SAS, R, Argus
• Positions: Research Assistant at Wharton Customer Analytics Initiative, Team Mentor for Code for Good
• Interests: Climbed Mount Kilimanjaro, Ran the New York City Marathon
RENAN KENZO TOISHIKAWA URATANI Av. Dr. Altino Arantes, 620 apto 14 São Paulo, SP 04042-003 – Brazil | +55 11 99638-6884 | [email protected]
EDUCATION
FUNDAÇÃO GETULIO VARGAS - CEAG - São Paulo, Brazil Jan. 2009 – Dec. 2010 Specialization in Business Management UNIVERSIDADE DE SÃO PAULO – Escola Politécnica, São Paulo, Brazil Jan. 2003 – Dec. 2007 Bachelor of Mechatronics Engineering
PROFESSIONAL EXPERIENCE
BANCO ITAÚ Unibanco S.A., São Paulo, Brazil – The tenth largest in the world, Itaú is a Brazilian bank with over 95,000 employees, 5,000 branches, 30,000 ATMs, 20,000,000 individual accounts, and profit of US$ 6.5 bi in 2013. Strategic Planning Area: I am responsible for the most important Reward System of the bank, followed by 20,000 employees in 5,000+ branches. This system affects the variable remuneration of all the commercial area and boosts the sales of more than 20 products and services, which are responsible for more than half of the banks’ profits. Coordinator of Strategic Planning Jul. 2012 – Present Develop reward systems, tools, policies, lists that help managers to achieve the best results in the BSC program. Increased profit by $80M+ / year, by changing the model used to distribute the branches’ goals, using a benchmark model. Improved the relationship of the department with other product departments by developing sustainable partnerships with them. Lead a team of 6 people, ranging from a well-respected 45-year-old woman with 20 years of tenure to a recent UCSD-graduated analyst Awarded among the 10% best coordinators of the vice presidency in 2013 (amongst 60 coordinators). Achieved the highest overall satisfaction ever in my division, of 96%, above the company's average of (78%) according to GPTW research. Reconstructed the Reward System for the commercial area, resulting in a more simplified and demanding program. Created a new campaign calendar for the bank’s products in 2014, increasing sales of some products in campaigns by more than 30%.
Research and Development Area: Responsible for identifying GAPs and new opportunities, proposing new solutions for CRM, products, credit and commercial areas, through the development of punctual projects, viability analyses, business projects, valuation of cluster of customers and executive reports. Analyst Senior Jul. 2010 – Jun. 2012 Provided valuation analysis for every necessary cluster of clients, such as undergraduate students or retirees. Participated in a selected team who, together with Mckinsey & Company, was responsible for identifying the principal businesses levers to take
Itaú to the top of the rank of the bests retails banks of the planet. Created the tool that was used as the base for the creation of the Franchising model for the branches. Led a team of 3 people, who constructed the first maintenance fee’s Scorecard in the department and whom I coached and gave feedbacks. Awarded among the 10% best analysts of the division in 2010 and 2011. Analyst Full Jun. 2008 – Jun. 2010 Developed the project viability analyses for iConta, the first digital customer account in Banco Itaú. Created the model to forecast the clients base for the retail bank through the following year. Created a model to support the executives’ decision in how much to pay the government for the retiree’s payroll. Awarded among the 20% best analysts of the division in 2009. Business Analyst of Webb - (Supply Chain Consulting) Aug. 2007 – May 2008 Conducted data analyses. Identified gaps in the processes of purchasing goods and of logistics. Supported in the negotiation of purchase contracts.
Intern of Sisgraph (Geographic Information Systems) Apr. 2007 – Aug. 2007 Conducted data analyses. Supported in the preparation of business proposals for Latin American clients.
ADDITIONAL INFORMATION
Languages: Fluent in Portuguese and English, Basic level in Spanish, Japanese and German Hobbies: reading management books, playing soccer, running, social gatherings with the non-profit organizations’ participants and leaders. Social Work Activities: (1) coordinator in Movilíderes (non-profit group that focuses on personal development) for over 4 years; (2) coordinator in Asebex (non-profit group that focuses on giving support to people who go to Japan) for over 2 years; (3) support in events for Ikoi-no-sono (rest home for seniors); (4) support in events for Hokkaido Kenjikai (local representative of the province of Hokkaido) International Experience: Temporary work in Japan (2004, 2005); exchange student in Canada (2006); tourism in the USA (2006, 2011, 2014).
ALEKSANDRA (SASHA) VASILYEVA 135 S. 17
th St. #1409
Philadelphia, PA 19103
512-586-6947
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate, Double Major in Statistics and Business Analytics
Philadelphia, PA
2015-2017
Member of Investment Management Club and Energy Club
Organizer of Biannual Retreat for Russian Speaking MBAs from Top Business Schools
THE UNIVERSITY OF TEXAS AT AUSTIN, MCCOMBS SCHOOL OF BUSINESS
Bachelor of Business Administration, Major in Finance
Austin, TX
2005-2008
EXPERIENCE CAPITAL GROUP
Advanced Analytics—Data Scientist Summer Associate
Los Angeles, CA
Summer 2016
Computed firm’s standing among active money managers using 4 ranking methodologies
Identified trends among top/bottom performing funds using R (statistical computation and graphics tool)
Conducted comprehensive analysis of distribution territories, identified weak performers, and recommended strategies to
improve sales in those regions
WELLS FARGO BANK
Corporate Market & Institutional Risk—Assistant Vice President
Charlotte, NC
2014-2015
Developed comprehensive Daily Liquidity Assessment for all major asset classes traded by Wells Fargo Bank
Analyzed market risk and revenue data and delivered market risk analyses for the CFO and Chief Risk Officer
Commodities Trading —Fundamental Value Commodities Trader
2008-2013
Priced and traded natural gas swaps, options, costless collars, 3-way collars, and customized structures for clients
Executed over 80 customer deals resulting in $270k natural gas marketing revenue in 2012 and 2013
Generated $700k in 2011 P&L trading own fundamental value book
Led weekly meetings covering natural gas and power market updates
Built ATM volatilities, price curves for natural gas and natural gas basis locations Developed fundamental natural gas
supply/demand model based on linear regressions customized for each state using Bentek pipeline flow data, historical
temperatures, and population density
Forecasted with high accuracy weekly and seasonal natural gas storage inventory using own supply/demand model
Conducted fundamental analysis of energy, power, and metals market dynamics by analyzing companies’ financial
statements, annual filings and reports, and investor presentations
Researched investment flows into commodity ETFs and impact on underlying commodity prices
Built model to analyze price correlations between physically vs. paper backed ETFs and underlying commodities
Developed and executed cross-commodities strategies for trading oil, natural gas, base and precious metals
Analyzed changes in oil pipelines infrastructure, Cushing takeaway capacity, and WTI & Brent supply/demand
Developed database for analyzing oil and products inventory, days of supply, and utilization rates
Managed risk, executed trades, and monitored positions for head trader upon request
Supervised, mentored, and guided two summer analysts
Calculated variable costs of natural gas transportation and implied demand for North East and Gulf regions
Analyzed natural gas pipeline flow changes due to outages, pipeline expansions, and hurricane caused damages
Priced/executed trades for clients hedging natural gas basis locations and managed risk resulting from client deals
Produced research and generated trading ideas based on investment flows, fundamental and technical analyses
GOLDMAN SACHS
Commodities Logistics — U.S. Power Scheduler, Summer Analyst
New York, NY
Summer 2007
Received full time offer
Scheduled power for several U.S. regions and prepared daily risk management reports; interacted with external clients
ADDITIONAL INFORMATION Skills: R, SQL,VBA, Passed CFA Level I, Bloomberg, MS Office, Bentek, Endur, trilingual(English, Russian, Spanish)
Interests: Junior Achievement Volunteer, Half-Marathons, Hiking, International Travel, Reading
DARREN WANG 2020 Walnut Street, 18M
Philadelphia, PA 19103
917-576-8639
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Expected Majors in Real Estate and Finance
Philadelphia, PA
2015 – 2017
VP Competitions, Tours & Treks, Real Estate Club; VP Finance, Family Business Club
Member: Travel & Hospitality, Golf, and Tennis Clubs
Director’s List; GMAT 740
THE SCHOOL OF HOTEL ADMINISTRATION, CORNELL UNIVERSITY
Bachelor of Science; Major in Hotel Administration, Minor in Real Estate
Ithaca, NY
2008 – 2012
Co-President, Cornell Real Estate Club; Lead Teaching Assistant, Hospitality Real Estate Finance
1st Place, 2011 Cornell International Real Estate Case Competition
GPA 3.9
EXPERIENCE
MADISON INTERNATIONAL REALTY
Associate/Analyst, Investments & Equity Capital Markets
New York, NY
2012 – 2015
Underwrote/analyzed 300+ assets; $100mm of invested equity across closed transactions in United States and Europe
Built models in Argus and Excel to analyze investment opportunities in individual properties and portfolios with multiple
underwriting scenarios & waterfall structures
Managed all aspects of acquisition process from initial engagements through closing; ran diligence process including lease,
loan, contract review; analyzed financials; researched markets/comps—oversaw junior analysts on major portfolio deals
Provided analytical support on Equity Capital Markets team during $825mm capital raise
Select Transaction Experience
$45mm acquisition of retail and office portfolio in Oslo, Norway
Created dynamic financial model for acquisition of ten-property, 300-tenant retail and office portfolio in CBD
Developed new Argus files for different market conditions based on sponsor’s rent rolls, construction plans, operating budget
Organized calls with sponsor to monitor leasing progress, construction updates, refinancing
Conducted market diligence and finalized transaction in Oslo: participated in negotiations of Joint Venture Agreement and
Purchase and Sale Agreement; met with advisors; toured portfolio and competitive set
Developed investment committee memorandum, created subsequent analyses for follow-on investments and co-investments
around main portfolio
$2.5mm placement of mezzanine loan on office property in New York, NY
Built financial model for 120,000 sf commercial cooperative office property with analysis of staged buy-in
Reviewed structural, regulatory, architectural documents for Local Law 11 and construction of 8-megawatt electrical vault
$825mm capital raise for Madison International Real Estate Liquidity Fund V
Completed due diligence questionnaires and bespoke analyses including sensitivities on underwriting and fund models for
sovereign wealth funds, public/private pensions, foundations, endowments
THAYER LODGING GROUP (BROOKFIELD HOTEL PROPERTIES)
Summer Analyst, Acquisitions
Annapolis, MD
Summer 2011
Analyzed acquisition opportunities for hotel properties in major U.S. markets
Assisted asset management team in developing budgets for property improvement plans and major capital projects
ADDITIONAL INFORMATION
Interests: Golf, Cooking, New York Yankees, Liverpool Football Club
Leadership: West Side YMCA, Young Professional Committee; Author, Cornell International Real Estate Case Competition
Citizenship: United States & Thailand
High School: Trinity School (NYC)
EMILY A. WEBER 2116 Chestnut Street, unit 808
Philadelphia, PA 19103 713-628-1451
EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Real Estate and Finance
Philadelphia, PA
2015-2017 • VP Alumni and Faculty Relations Real Estate, Private Equity and Venture Capital, Squash, Yoga and Wellness, Wine, Ski
and Snowboard Clubs • Social Representative of Cluster Council- Wharton’s student government that oversees the cluster system TRINITY COLLEGE Bachelor of Arts, Major in History
Hartford, CT 2007-2011
• Intern at Jones Lang Lasalle in Hartford, CT and Martha Turner Properties in Houston, TX • Columnist for the Trinity Tripod, Member of Guided Studies (Honor Program of less than 25 students)
EXPERIENCE
CUSHMAN & WAKEFIELD Associate Director
New York, NY 2011-2015
• Promoted from Associate to Senior Associate to Associate Director and elected as Head of Cushman & Wakefield’s Future
Leaders in NYC—a national network of employees with less than seven years of experience • Featured as the youngest member of “30 under 30” in The Commercial Observer in 2012 • Youngest selected member of Cushman & Wakefield’s National Tenant Advisory Group—a small platform of national
tenant representatives who were leaders in their markets Agency Representation • Served as exclusive leasing agent for over 1.2 million rsf at 1412 Broadway owned by Harbor Group International and a
portfolio of buildings owned by APF Properties by marketing, sourcing, and negotiating new leases • Composed and exchanged detailed term sheets, lease comments, and negotiations strategies on behalf of each Landlord
represented, resulting in the successful and favorable leasing and renewals of more than 500,000 rsf • Oversaw and managed the associate and analysts on our team to develop all-inclusive financial analyses and scenario
planning to accurately represent each landlords’ varying requirements • Conducted all tours to prospective new tenants providing marketing materials and all relevant information
Tenant Representation • Produced and traded comprehensive term sheets, delivered detailed lease critiques and negotiation strategies for client
review, and worked in tandem with clients’ legal representatives to achieve favorable economics and rights for clients, resulting in the leasing of more than 200,000 rsf
• Developed new business leads for the team through networking and cold-calling, created pitch books, and composed RFPs on behalf of clients
ADDITIONAL INFORMATION
• Licenses- Real Estate License in New York • Member of REBNY—Real Estate Board of New York • Interests- Skiing: In Vermont and the West Coast, Yoga: Avid yogi, practicing every week, Squash: Member of squash club
and learned from Trinity College’s coach Paul Assaiante • Positions- Event Chair and Board Member of the United Way of New York’s Young Leaders Council • Languages- Proficient in Spanish
JAMES (JIM) WOODS III2227 Delancey Place, #4F
Philadelphia, PA 19103
(856) 905-4398
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
MBA, Majors in Real Estate and Management 2015 – 2017
GMAT: 720/800 (94th
-percentile), Social Impact Fellow, GUIDE Mentor for undergraduates
Real Estate Club (Co-President), Rugby (Conditioning Coach), Basketball, Dance (Hip Hop), and Public Speaking
McCombs School of Business 2015 “National Real Estate Challenge” participant
MENDOZA COLLEGE OF BUSINESS, UNIVERSITY OF NOTRE DAME Notre Dame, IN
BBA, Major in Finance 2007 – 2011
Cum Laude, Dean’s List, graduated one semester early
EXPERIENCE
IMPERIAL COMPANIES New York, NY
Summer Associate, Acquisitions and Capital Markets 2016
Analyzed financial and strategic aspects of 15+ private and public investments, primarily focused on residential, office, and retail
value-add and opportunistic investments in NYC
Built financial models and investor materials for the acquisition of a pre-war luxury residential in the UWS; performed market
and financial analyses to assess condo conversion and retail condominium exit; submitted offer
Created business plan and accretion/dilution model for a reverse-merger of a REIT (9 office, 5 retail assets in NYC)
Underwrote and submitted an RFQ for 341 Ninth Ave, a 471,000 sf 99-year sublease mid-building (floors 4-7) from USPS
THE JBG COMPANIES Chevy Chase, MD
Senior Development Analyst 2014 –2015
Development Analyst 2011 –2013
Lead development manager for 8 mixed-use projects in D.C. metro totaling 3.1M sf and $1.2bn in capitalization
Only Senior Development Analyst to report directly to a Principal
Managed the development and sale of a mixed-use apartment building upon construction completion for $127M, realizing IRRs
between 40-105% for four JV partners over a three year investment period
Negotiated three JVs with two equity partners (a life insurance company and a public REIT) for a total capitalization of $400M
Closed three loans (two construction financing and one land loan) totaling $176M and two Gross Maximum Price construction
contracts totaling $123M
Managed designs team on three buildings through 100% construction documents and five buildings through 100% schematic
design including 1,100 apartment units, 1.8M sf office (class-A and creative), and 280k sf retail (anchor and inline)
Oversaw the construction and operational startup of two mixed-use apartment buildings, each including a retail shell turnover to
an anchor tenant (80k sf Wal-Mart and 65k sf Giant)
Negotiated three anchor leases with Wal-Mart, Giant (Ahold USA), and Landmark Theatres, and renegotiated a 99-year ground
lease (with 77-years remaining) with the District of Columbia (ground lessee)
Collaborated with City of Alexandria staff and rallied community groups to modify zoning to allow a 65k sf grocery store and
increase allowable density by 20% in exchange for affordable housing
Nominated as finalist for the 2014 ULI Global Awards of Excellence (“77H” project)
CB RICHARD ELLIS South Bend, IN
Analyst 2011
Managed a general contractor to renovate 120 vacant units in the phased rehabilitation of two, 300-unit multifamily properties
Forecast cash flows for the project based upon renovation costs, schedule, and leasing/operating assumptions
ADDITIONAL INFORMATION
Leadership: Co-founded Notre Dame Boxing – Bangladesh Service Program; Habitat For Humanity Crew Leader
Industry Groups: ULI Mentorship Committee; NAIOP Developing Leader; LEED Green Associate, NYPEN member
Interests: Pickup basketball, exploring cities, self-driving cars, parkour, U.S. history
TRACEY ZHOU 225 South 18th Street, Unit 504, Philadelphia, PA 19103
631-223-6883 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERS ITY OF PENNSYLVANIA Master of Business Administration Candidate, Real Estate and Finance Major
Philadelphia, PA
2015 – 2017
Awards: Wharton Fellowship – based on academic and professional achievements
Leadership: Real Estate Club Senior VP of Marketing & Membership, Admissions Fellow, Sailing Club Co-President
Relevant Coursework: Real Estate Investments, Urban Economics, Real Estate Law, Site Planning
GMAT: 730
CORNELL UNIVERS ITY Bachelor of Science in Applied Economics and Management (Cum Laude)
Ithaca, NY
2007 – 2011
Awards: Dean’s list all four years
Leadership: President of Alpha Xi Delta Sorority – secured funding for and negotiated purchase contract of $1M chapter
house, Senior Analyst and Board Member of Mutual Investment Club of Cornell
EXPERIENCE
GOLDOLLER REAL ESTATE INVESTMENTS
Summer Associate, Acquisitions
Philadelphia, PA
Summer 2016
Performed property and portfolio level underwriting and returns analysis on multiple off-market and public US multi-
family value-add investments ranging from $60M to $200M; liaised with brokers and potential equity investors
Developed detailed financial model exploring $2.5M supplemental financing on $20M property held for three years;
produced investment memo for equity partner advocating for additional financing, which would boost IRR by 7%
Analyzed market and submarket size and trends to identify new investment opportunities
Selected Transaction Experience
500-unit property (pending) – Philadelphia, PA: Conducted financial and physical due diligence on $60M property, first
high-rise complex and opportunistic deal for firm; led analysis for investment memo distributed to equity investors
Pierpoint and The Groves – Port Orange, FL: Created detailed operating projections for budgeting and yield management
purposes on $40M deal; collaborated with asset management team in transitioning property post-closing
NOMURA SECURITIES INTERNATIONAL
Associate, Investment Banking Division
New York, NY
2014 – 2015
Structured financing solutions for global Fortune 500 companies that allowed for optimization of balance sheet capital
and efficient product pricing, with focus on reserve management; transactions generated up to $1B of capital impact
Worked extensively with senior management teams to develop innovative, strategic financing products such as net
income volatility mitigation; performed statutory financial analysis and modeling
Led presentation of detailed regulatory market analysis to senior executives, e.g. Treasurer, at top global insurer;
relationship led to $500M deal mandate, contributing 25% of Nomura Investment Banking Division’s fees
Received top 10% of class performance ranking each year, leading to appointment as youngest team staffer across 16
groups in 150-person investment banking division; served as team representative to senior management
Responsible for development of junior team members; managed, trained, and mentored six analysts and interns
Analyst, Investment Banking Division
2011 – 2014
Performed extensive analysis and industry research for clients based on specific strategic needs, leading to a total of over
$3B in financed capital across transactions; created presentations and marketing materials
Managed global cross-functional teams on transaction due diligence and execution processes for internal European and
American credit and risk committee approvals
Selected Transaction Experience
Project Taku: $1.2B insurance-linked financing transaction for Fortune 500 insurer; transaction was largest reserve
financing deal in 2012; actively managed client relationship while deal was on -risk
Project Bailey: First-of-its-kind $295M annuity transaction designed to raise capital for client to manage insurance risk
and capture greater market share; built cash flow model and led Nomura’s detailed ROI analysis
ADDITIONAL INFORMATION
Interests: Snowboarding, sailing (ASA 101-104 Certified), adventure travel (Antarctica, Machu Picchu, Bosnia)
Community: Alpha Xi Delta Alpha Beta Alumnae Board Member, iMentor
Languages : Proficient in Mandarin Chinese