Resume Books: Class of 2017 - 2nd Year: Social Impact ......The Wharton School / Resume Books: Class...

The Wharton School / Resume Books: Class of 2017 - 2nd Year: Social Impact: Development Finance/Impact Investing

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Resume Packet

NO. STUDENT GRAD DATE

1 Alcantara, Cynthia May 2017

2 Babic, Blanka May 2017

3 Burdette, Brendan May 2017

4 Cambas, Brittany May 2017

5 Celentano, Christina Aug 2017

6 Chen, Ruoyun (Kathy) May 2017

7 Dube, Mufaro May 2017

8 Eboh-Clifford, Ivie Aug 2017

9 Erdle, Dylan May 2017

10 Goberstein, Andrew May 2017

11 Hack, Kendall May 2017

12 Hong, Kevin May 2018

13 Hopkins, Adrienne May 2017

14 Horowitz, Eleanor May 2017

15 Huang, Carol May 2017

16 Imanishi, Mizuho May 2017

17 Jackson, Jeffery May 2017

18 Jacobus-avila, Juan May 2017

19 Kundu, Jahnavi May 2017

20 Liu, Anna May 2017

21 Malleck, Ash May 2017

22 Matovu, Divinity May 2017

23 Matthaey, Matthew May 2017

24 Messick, Sisi May 2017

25 Natadze, Maka May 2017

26 Neravetla, Sudhansh May 2017

27 Prasad, Anagha May 2017

28 Pratt, William May 2017

29 Ramirez, Jorge May 2017

30 Richards, Allegra Aug 2017

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The Wharton School / Resume Books: Class of 2017 - 2nd Year: Social Impact: Development Finance/Impact Investing

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NO. STUDENT GRAD DATE

31 Saburi, Naoko Aug 2017

32 Sajjad, Adnan May 2017

33 Schneidman, Nicole May 2017

34 Schutze, Elizabeth May 2017

35 Sehgal, Akshay May 2017

36 Shechtel, Zachary May 2017

37 Shuster-Bier, Liya May 2017

38 Stein, Talia May 2017

39 Taku, Sumiko May 2017

40 Tan, Naga May 2017

41 Teng, Nana May 2018

42 Wong, Jennifer Aug 2017

43 Yaguchi, Rose May 2017

44 Yu, Erin May 2017

45 Zavala, Lorenzo May 2017

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PAULINA ALCANTARA CASTILLO 1500 Chestnut Street, Apt. 15 F | Philadelphia, PA 19102 | 267-690-5420 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate, Majors in Finance and Business Analytics

Philadelphia, PA

2015-2017

Awarded Henry Ralph Ringe Fellowship for professional and personal accomplishments

Co-President of Wharton Latin American Student Association (330+ members)

VP of Marketing for Wharton Latin America Weekend

PE/VC Club, Consulting Club, Women in Business Club, Welcome Committee, Student Life Fellow

INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO (ITAM)

Bachelor of Science in Business Administration, Major in Strategy

Bachelor of Science in Public Accounting

Mexico, Mexico

2006-2012

2006-2011

Business Administration GPA: 8.96/10.0 (top 1.7% of class) | Public Accounting GPA: 9.06/10.0 (top 7.2% of class)

Awarded ITAM’s Scholarship for Academic Excellence; Graduated with Special Mention Honors in both degrees

Beta Gamma Sigma (top 10% of class)

EXPERIENCE

STRATEGY& (PART OF THE PWC NETWORK)

Summer Senior Associate

Mexico, Mexico

Summer 2016

Analyzed the Go to Market strategy of a Central American agro-industrial company; conducted field interviews; examined

the Commercial Strategies used to serve different categories of clients in four countries; built model to calculate cost to serve

clients; and conducted cost-benefit analysis

Detected inconsistencies in the Roles and Responsibilities of commercial staff across countries; discrepancies in the CS

assigned to similar clients; and inefficiencies in the number of clients assigned to some CS

Made recommendations to reduce costs and increase efficiency, including: standardizing CS across countries; assigning CS

based on KPIs; defining R&R of commercial personnel, aligning compensation with objectives, and providing training.

Expected EBITDA increase of 5% after implementation of recommendations

INTERNATIONAL FINANCE CORPORATION (IFC), WORLD BANK GROUP

Investment Analyst-Manufacturing, Agribusiness and Services (Latin America and the Caribbean)

Consultant-Manufacturing, Agribusiness and Services (Latin America and the Caribbean)

Mexico, Mexico

2013-2015

2011-2013

Closed eight new investments (totaling $128 m): prepared investment theses, conducted field appraisals, constructed

financial models to determine adequate product and pricing, prepared investment recommendations for the board, negotiated

term-sheets, drafted legal agreements, and ensured compliance with conditions of disbursement

Supervised nine portfolio projects (totaling $185 m): managed client relationships and disbursements, processed waivers and

security releases; monitored financial and operational performance; assessed developmental impact; prepared credit risk

reports; valued options and equity exposures; and created models to calculate loan loss reserves

Led debt-restructuring of undisclosed client in default ($33 m exposure), analyzed financial and operational data to determine

causes of difficulties, and made recommendations to improve financial performance. Constructed model and worked with top

management to design debt restructuring, proposal was approved and restructuring signed

Headed negotiations and valuation analysis to make a $66 m equity investment in healthcare provider that caters integrated

services to Mexican public health system, first fully integrated public private partnership in the country

Received Performance Award for extraordinary efforts and outstanding achievements (as member of Health and Education

Team for Latin America and Caribbean)

MIJARES, ANGOITIA, CORTES Y FUENTES, S.C.

Analyst-Tax Advisory

Mexico, Mexico

2008-2011

Analyzed and quantified impact of tax reforms; worked with corporate attorneys to design tax efficient legal structures

Prepared and filed income tax returns; calculated fiscal cost of shares; and prepared Certified Public Accountant's opinions

ADDITIONAL INFORMATION

Mentor for three social entrepreneurs who foster sustainable agriculture in St. Kitts and Navis at The Resolution Project, a

global non-profit focused on youth leadership development through collaborative social entrepreneurship

Former treasurer and board member of Beca Integral Universitaria, association that partners students from low-income

households with ITAM students and provides them with mentorships and scholarships

Languages: Spanish (native), German (advanced - Sprachdiplom II, German Abitur)

Interests: International traveling (40+ countries), impact investing, Pilates, tennis, cooking, and trying new restaurants

BLANKA BABIC 1501 Locust Street, Apt 202 • Philadelphia, PA 19102 • 267.408.5052 • [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance

Philadelphia, PA

2015-2017

Bank of America Merrill Lynch MBA Diversity Fellow

Club member: Europa (Club President), MENA, Latin America, Finance, Dealmakers

BOCCONI UNIVERSITY

Bachelor of Science; Major in International Economics and Management

Milan, Italy

2006-2010

Dean’s Award for Academic Achievements (top 5%); study abroad at University of California Santa Barbara (GPA 3.9)

EXPERIENCE

BANK OF AMERICA MERRILL LYNCH

Investment Banking Summer Associate – Global Industrials Group (received full-time offer)

New York, NY

2016

Worked on the evaluation and execution of nine transactions across all major product groups (M&A, Leveraged Finance,

Equity and Debt Capital Markets) in transport and infrastructure, diversified industrials, packaging, and mining sectors

THE WORLD BANK

Operations Officer

Zagreb, Croatia

2014-2015

Rapid progression from operations analyst to officer and the youngest person ever hired in the region. Executed cross-

sectoral team work in different countries (Kazakhstan, Azerbaijan, Turkey, Croatia, Serbia, Bosnia-Herzegovina, EU, US)

Managed government relations for securing road sector operational and debt restructuring project (~10% of GDP), developed

project concept and coordinated due diligence for WB guarantee facility ($1.4B) and investment loan ($230M)

Locally managed preparation and delivery of $220M loans to three railway companies, led financial due diligence, built

financial models, designed project activities on rail asset management, and reviewed companies’ restructuring programs

Led advisory for improvement of business processes and client outreach for a rail cargo company

Advised governments on financial reform of railway sectors and provided guidance to public officials on using models for

operational and financial benchmarking of their national railway companies

Supervised financial performance of maritime ports, rebuilt financial model for the port authority and provided guidance for

its use to prepare concession of a new port container terminal and project funding applications to EU

Participated in a WB/IMF/government team of experts for public finance expenditure review. Identified EU funding

challenges and transport sector EU funds absorption potential, modeled EU funds flows and national co-financing needs, and

proposed optimal subsidy mechanism as a part of advisory services to the Ministry of Finance

Developmental assignment based in Astana, Kazakhstan

2014

Oversaw $3.3B transport project portfolio and managed government relations to prepare two new $3.5B highway

development projects in Kazakhstan; initiated and organized a visit of high-level Kazakh delegation to Croatia

Led restructuring of two largest WB infrastructure projects in Europe and Central Asia and allocated $430M of savings

Managed implementation of four technical assistance projects worth $4M for the road sector’s institutional reform

Operations Analyst

2011-2013

Participated in governmental negotiations of a regional project in the Western Balkans and helped obtain EU co-funding

Analyzed financial situation and benchmarked 30+ water utility companies based on company interviews and inputs

Served as main local liaison for cross-sectoral advisory to the Croatian government to prepare EU programming

DUBAI INTERNATIONAL FINANCIAL CENTER (DIFC) AUTHORITY

Office of the Chief Economist and Head of External Relations Intern

Dubai, UAE

2011

Worked with Dr. Nasser Saidi in his capacity as the Chief Economist and Head of External Relations

Developed and presented MENA Vulnerability Index, undertook research on mortgage guarantee systems, sovereign wealth

funds, Dubai 2nd-tier market, and MENA infrastructure growth

Organized high-level workshops; prepared presentations and speeches for international conferences on economics & finance


Accomplishments: Prize winner of several international case competitions (P&G IDS Challenge, Balkan Case Challenge);

delegation leader at international diplomatic simulations (G20, MUN); founder of Association of Croatian Students Abroad

Volunteer: assistant to marketing manager at Institute for Development of Education, NGO promoting higher education

Languages: Native speaker of Croatian, fluent in English, knowledge of Italian and German, basic French and Russian

Interests: traveling (35+ countries), semi-professional swimming, skiing, Russian literature, ancient Rome

BRENDAN BURDETTE 271 S. 15

th St #PH | Philadelphia, PA 19102 | 703-869-6175 | [email protected]

EDUCATION


MBA Candidate; Major in Operations and Finance | GMAT: 770

Philadelphia, PA

2015-2017

Student Life Fellow, Non-Profit Board Fellow, Cluster Council Vice President, Rebuilding Together House Captain

Member of Wharton’s Consulting Club, Golf Club, Cocktail Club, and Politics and Public Policy Club

UNIVERSITY OF VIRGINIA, BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY

Masters in Public Policy | GPA: 3.7

Charlottesville, VA

2008-2010

Co-Founder of Business and Public Policy Club with Darden MBA Students

UNIVERSITY OF VIRGINIA, COLLEGE OF ARTS AND SCIENCES

Bachelors of Arts with Distinction in Economics and History | GPA: 3.7, Dean’s List

Charlottesville, VA

2005-2009

Jefferson Literary and Debating Society Secretary

DELOITE CONSULTING LLP

Summer Associate, Strategy & Operations

Atlanta, GA

Summer 2016

Advised global alcoholic beverage producer on pricing strategy, analyzing existing capabilities and determining steps

necessary to instill processes and capabilities in line with global standards and ensure consistency across distribution network

Supported facilitation and execution of divestiture of Fortune 100 company’s manufacturing and distribution operations,

developing and certifying planning process on both divesting and acquiring sides for effective and seamless transitions

U.S. DEPARTMENT OF STATE, BUREAU OF LEGISLATIVE AFFAIRS

Congressional Advisor

Washington, D.C.

2012-2015

Managed portfolio focused on work of the Bureau of African Affairs (AF) and issues related to Sub-Saharan Africa as U.S.

Congress’s key point of contact for Department’s work in the continent

Led over 30 Presidential nominees to Senate-confirmed positions through the nomination and confirmation process, assisting

individuals who frequently had little experience dealing with Congress, leading 100% to confirmation

Prepared Department and Senior Africa Bureau leadership to testify in over 25 Congressional hearings and dozens of briefings,

building their comfort communicating with the Hill

Tracked Congressional attention and kept Hill informed on issues such as Ebola Epidemic in West Africa, instability in South

Sudan, conflict in Somalia, and kidnapping of over 200 schoolgirls by Boko Haram terrorist group in Nigeria

U.S. DEPARTMENT OF STATE

Presidential Management Fellow

Washington, DC

2010-2012

Earned competitive fellowship to join federal government and rotated through 3 positions:

Bureau of East Asian and Pacific Affairs:

Managed Bureau’s information flow, tracking tasked items and clearances on official documents in order to maintain

coherence and order for the Assistant Secretary, assisted senior staff with substantive and logistical issues

Served as liaison between EAP and other bureaus and offices throughout the Department

Embassy Seoul:

Drafted agendas and briefing materials for Embassy Leadership, collaborated with Embassy offices, U.S. military, and

Korean Ministries for official proceedings, including visits of Chairman of Joint Chief of Staff and Secretary of Defense

Coordinated U.S. Political-Military policies with the Ministry of Foreign Affairs and Trade and Ministry of National Defense,

with US Forces Japan, and other Embassy offices

Bureau of Resource Management:

Directed the Department’s inaugural “Mission Resource Request” process, coordinating official input into federal budgetary

process from over 180 U.S. Missions, leading team of 6 Department employees and 2 IT contractors in redesigning system to

optimize data collection and meet users’ needs

ADDITIONAL INFORMATION Interests: enthusiastic and curious cook, seasonal runner, 4-time participant in DC’s Cherry Blossom Ten Miler and recent

Ragnar Relay Race convert; active reader of historical biographies, modern nonfiction, longform journalism, and literature

Awards and Recognition: State Department Superior Honor Award and Franklin Award (twice)

BRITTANY F. CAMBAS 1616 Walnut St, Unit 1407 | Philadelphia, PA 19103 | (504) 460-1705 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Master of Business Administration Candidate; Major in Private Equity-Venture Capital 2015 – 2017

· Wharton Fellowship Recipient – based on demonstrated leadership, integrity and professional achievements

· Private Equity/Venture Capital Club Board – Social

· Private Equity/Venture Capital 2017 Conference Co-Chair

LOUISIANA STATE UNIVERSITY Baton Rouge, LA

Bachelor of Science; Major in Accounting; Minor in Spanish 2005 – 2009

· Dean’s List

· T.O.P.S. Award Recipient – full tuition reimbursement based on merit

EXPERIENCE

NAVY LANE CAPITAL New York, NY

Associate Summer 2016

· Evaluated investments of $1-5MM in early stage consumer and fashion companies; performed due diligence and created detailed financial models for three companies: sustainable fashion (Series C pending), online wedding boutique and men’s footwear

business

· Created initiatives for strategic planning, fundraising, best-practice investment process and valuation modeling

NKM CAPITAL Boston, MA


· Developed and employed thesis driven investing approach in fintech, cryptocurrencies and blockchain technology

· Identified and evaluated several attractive companies utilizing blockchain technology

THE CARLYLE GROUP Washington, DC

Manager, US Buyout Fund Management 2012 – 2015

· Accelerated promotion to Manager from Analyst, based on performance

· Led quarterly valuation process of portfolio companies; conducted financial valuation analysis for US Buyout portfolio

investments; presented analysis to Valuation Committee (fund heads, CEO, CFO, COO, etc.)

· Modeled carried interest projections & sensitivities for US Buyout portfolio, discussed firm implications with senior management

· Collaborated with third party advisors and internal legal, tax and investment teams to structure acquisitions, recapitalizations, initial public offerings, etc., maximizing returns to the fund and investors

· Managed communication and diligence requests from 550+ foreign and domestic limited partners; authored quarterly letters and customized investor analyses

· Secured $13 billion in capital from institutional and high net worth investors for Carlyle Partners VI, LP; met with potential investors to discuss operational due diligence policies and investment process for US Buyout funds; negotiated side letter terms

· Led iLevel implementation process for collecting portfolio company performance metrics across pilot US Buyout funds and assisted in firm-wide rollout

Selected Transaction Experience:

· Beats Electronics LLC: worked closely with third party advisors and investment team to structure minority investment in Beats Electronics and Beats Music; assisted with execution of sale to Apple after 9 months of ownership

FREDDIE MAC McLean, VA

Associate, Internal Audit Finance Team 2010 – 2012

· Evaluated methodology for estimating Multifamily Loan Loss Reserve balance of ~$831 million; tested assumptions and financial reporting models to assess design and operating effectiveness

· Led planning/fieldwork of Liquidity & Contingency Portfolio of Investments and Capital Markets audit; demonstrated proficiency in assessing risks and communicating findings to senior management


Certifications: Certified Public Accountant in Louisiana (inactive)

Languages: Spanish (Advanced); Portuguese (Beginner)

Interests: Travel (30+ countries, backpacked solo/volunteered in South America for 6 months); indoor cycling; SEC football; earring

design

CHRISTINA A. CELENTANO 2020 Walnut Street, Apt 22B, Philadelphia, PA 19103 | +1-914-450-7627 | [email protected]

EDUCATION


Master of Business Administration Candidate, Major in Finance 2015 - 2017

Leadership: Panels Co-Director for the 2016 Wharton Africa Business Forum – Wharton’s largest student-led conference

Membership: Private Equity & Venture Capital, Africa, Southeast Asia, Return on Equality, and Mountaineering & Outdoors Clubs

THE UNIVERSITY OF CHICAGO Chicago, IL

Bachelor of Arts in Economics with General Honors 2006 - 2010

South Asian Languages and Civilizations Studies Program: Autumn Quarter 2008 Pune, India

EXPERIENCE

BLACK RHINO GROUP, Blackstone’s energy investing platform for Africa Johannesburg, South Africa

MBA Associate Intern Summer 2016

Contributed to the structuring of US$1.6bn Horn of Africa Pipeline Project, a 550km fuels pipeline between Djibouti and Ethiopia

− Evaluated potential equity returns and associated risks for a variety of customer, product mix, and capitalization scenarios

Qualified potential new power generation equity investment opportunity

INTERNATIONAL FINANCE CORPORATION (“IFC”), World Bank Group Washington, DC

Investment Analyst, Global Power Group, Infrastructure & Natural Resources Division 2013 - 2015

Selected for key role on special task force established to increase IFC’s power sector investments in 30+ Fragile and Conflict-

Affected States (e.g. Myanmar, Liberia, Haiti, Iraq); team received IFC’s 2014 Performance Award

Selected Investment Experience

Myanmar: Established the foundation for the first corporatization of a Myanmar state-owned enterprise and structured IFC’s

associated investment of equity; investment designed to upgrade the capacity, reliability, and safety of the nation’s largest power

distributor, Yangon Electricity Supply Board (“YESB”), and extend services to the 70% of Myanmar households without electricity

− Contributed to recommendations for modernizing power policies and regulatory regime to encourage private investment

− Collaborated with senior colleagues, including IFC’s CEO, to develop strategies to build consensus among Myanmar’s key

public and private opinion leaders and decision makers to facilitate the transaction

− Managed work streams of IFC, World Bank, six consultants (financial, audit, engineering, governance, procurement,

insurance), and three local and international legal advisors across four continents

− Conducted extensive financial and valuation analyses of business scenarios and funding strategies for US$1bn capex program

− Participated in frequent meetings and negotiations in Myanmar with top YESB management and government officials

Chile: Structured US$366mm debt and equity financing to construct world’s largest merchant solar power facility, Luz del Norte

− Performed financial and market analyses and led related consultations with IFC’s co-lender, OPIC, and a Big Four auditor

− Collaborated with in-house and independent specialists to analyze technical, market, environmental, legal, and social risks

− Presented analytical findings during negotiations with executives of First Solar, the project’s NASDAQ-listed equity sponsor

GOLDMAN, SACHS & CO. New York, NY

Analyst, Global Natural Resources Group, Investment Banking Division Summer 2009; 2010 - 2013

Created pitches, commitment memos, and board and investor presentations; wrote offering memos with management and counsel

Performed business and financial due diligence, including direct contact with corporate clients and their key customers

Built financial models to evaluate the impact of various corporate structures, business plans, and commodity price scenarios

Conducted discounted cash flow, leveraged buyout, comparable trading multiples, and precedent transaction valuation analyses

Selected Transaction Experience

Advised Ventana Gold, a Canadian company with mineral exploration and development operations in Colombia, on its raid defense

and ultimate C$1.5bn sale to EBX Group, an entity controlled by Brazil-based Eike Batista

Advised Northern Tier Energy as lead-left bookrunner on its US$261mm IPO, creating the first variable distribution master limited

partnership in the oil refining industry; accompanied CEO and CFO on roadshow, frequently as the only Goldman representative

CARE INTERNATIONAL Vilanculos, Mozambique

Financial Analyst, The University of Chicago Jeff Metcalf Fellow Summer 2008

Analyzed the feasibility of a livestock venture designed to promote economic development in a 250,000-resident community


Languages: French (limited working proficiency) and Portuguese (elementary proficiency)

Interests: CrossFit, art history, hiking, and recording songs on GarageBand

KATHY CHEN 720-270-8815 | [email protected]

EDUCATION


MBA Candidate, majors in Entrepreneurship, Marketing and Operation/Information Management

Philadelphia, PA

2015-2017

Wharton Impact Investing Partners: led diligence on clean-tech ventures including bioplastics, green building materials,

renewable energy, recycling technologies and transportation networks

Wharton Innovation and Design Club; partook in business competition to commercialize microfluidic technology


Bachelor of Science in Economics, concentrations in Finance and Management

Philadelphia, PA

2005-2009

Minor in Architecture, School of Design

Finance GPA: 3.80, Management GPA: 3.93 | Graduated Magna Cum Laude, Dean’s List

EXPERIENCE

CALIFORNIA ENVIRONMENTAL ASSOCIATES

Packard Environmental Fellow

San Francisco, CA July-Sep 2016

Thorough assessment of environmental issues across nutrient pollution, water markets, and sustainable fisheries to advise

intervention strategies. Clients include the EDF, NDRC, Fair Trade USA, and the Rockefeller Foundation

GSVLABS

Summer Investment Associate

Redwood City, CA

May-July 2016

Formalized investment thesis and fundraising strategy for a $100m impact fund leveraging early stage technologies to

address global challenges in education, healthcare, and sustainability

Assisted with launch of accelerator program alongside Google Launchpad; supported 16 startup teams in weekly trainings

UNITAS CAPITAL ($1.2 billion buyout-fund)

Private Equity Associate

Hong Kong

2012-2015

Executed Asia and Asia cross-border buyouts in consumer & retail, industrial and healthcare verticals

Engaged in operational improvement and turnaround initiatives to enhance value of portfolio companies

Led industry research covering telecom surveillance, alternative energy, waste treatment, electric vehicles, robotics &

automation, healthcare and wellness

Select transactions:

$150m buyout of a Chinese condiments company

Coordinated extensive market study to guide company’s new product development and network expansion plan

Supported management with financial reporting; IT infrastructure, sales force, and production/safety standards

Add-on acquisition of a dining concept start-up in Shanghai

Built detailed store-level financial model that company continues to use for new store expansion

Company grew from 11 to 35 stores within 2 years; achieved 4/5 rating on Dianping (China’s “Yelp”)

Portfolio management of a $700m capital equipment manufacturer

Monitored macro-economic conditions and competitor developments to improve company’s market visibility

Assisted team with add-on opportunities, debt refinancing and exit options

$500m final bid for a U.S. alternative fuels storage supplier

Oversaw commercial diligence on China’s initiative to convert vehicles to alternative LNG/LPG fuels

Coordinated deal process with sell-side and took charge of financial diligence and modeling

Potential investment into a private hospital chain in China

Sourced project and organized site visit and discussion with founder and senior management team

Led industry diligence on China’s healthcare services and trends in privatization

J.P. MORGAN ASIA PACIFIC

Investment Banking Analyst, China Execution Team

Hong Kong

2011-2012

Advised and executed transactions for China-based clients including IPOs, debt offerings and M&A

BANK OF AMERICA MERRILL LYNCH

Investment Banking Analyst, Financial Sponsors Group

New York, NY

2010-2011

Executed sponsor-backed transactions including LBOs, add-on acquisitions, refinancing, IPOs, and SEOs

ADDITIONAL INFORMATION Interests: Architecture, a cappella, piano, guitar, Chinese calligraphy, tennis, travel (over 30 countries)

Languages: Advanced fluency in Chinese/Mandarin

Leadership: Music director of collegiate a cappella group; completed over 25 arrangements and 3 studio recordings

MUFARO DUBE 225 South 18th Street, Apt 1503

Philadelphia, PA 19103 646-785-9290

[email protected]

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance

Philadelphia, PA

2014-2017 • Member of Wharton’s Africa Students Association, Finance Club, Film Club, Ski & Snowboard Club, Dance Studio, Canada

Club, Middle East & North Africa Club, Wine Club, Wharton Africa Business Forum Private Equity Panel Manager. HARVARD KENNEDY SCHOOL, HARVARD UNIVERSITY Master of Public Administration Candidate

Cambridge, MA

2015-2017 • Member of the Africa Caucus, Arab Caucus, Canadian Caucus, International Development, Palestine Caucus, Tech4Change. WESLEYAN UNIVERSITY Bachelor of Arts in Mathematics-Economics

Middletown, CT

2004-2008 • Awards: CRC Award for excellence in organic chemistry; Howard Hughes Medical Institute Fellowship Summer Research

grant; Omicron Delta-Epsilon Economics Honors Society. • Clubs & Activities: Residential Advisor; Organic Electrochemistry Research Assistant; Wesleyan Investment Office Analyst;

Model UN; Teaching Assistant (Math, Chemistry, Economics); Vice President of African Students Association.

EXPERIENCE

CITIGROUP Summer Associate, Investment Banking – FinTech Coverage

New York, NY Summer 2015

• Constructed valuation models, prepared pitch books, and produced marketing materials as part of a bake-off team that won a mandate from First Data Corporation to execute a $3.5 billion IPO, the largest IPO in 2015.

• Produced an industry-wide market update packet that was circulated to the FinTech client base that includes card networks, payment processors, money transfer companies, and mobile wallets.

• Received a full-time offer. MORGAN STANLEY Associate, Fixed Income Division – Sr. Relationship Management

New York, NY

2011-2014 • Managed Morgan Stanley’s business relationships with the largest and most complex clients, representing over 20% of

overall Fixed Income and Equities revenues; clients included hedge funds, banks, insurance companies, and GSEs. • Conducted holistic, cross-divisional business reviews presented to the CEO and the President of Institutional Securities. • Led team that developed and implemented a comprehensive performance measurement process for the Fixed Income

business; presented client-specific recommendations employed by sales managers to capture $13M in revenues. • Developed a process that achieved, for the first time, collection and organization of data on $2.5T+ of investment portfolio

assets for the top-300 US banks; produced trend analysis that is now distributed to clients every quarter. Analyst, Debt Capital Markets – FIG Structured Solutions Group

New York, London

2008-2011 • Executed $40B+ in cash buyback, bond-for-bond, and bond-for-equity exchange offers on hybrid debt, including an

exchange offer on $12B of hybrid debt—the largest offer by a European bank at the time. • Structured and issued $50B+ in preferred equity, covered bonds, hybrid debt, and contingent capital securities. • Consulted with the US Treasury (as part of an advisory team) on implementing $700B in capital injections to US banks

under the Troubled Asset Relief Program, $100B of capital injections into Fannie Mae and Freddie Mac. ECO AFRICA SOCIAL VENTURES President & CEO

New York, NY

2010-2014 • Stepped in to lead after Founder relocated. Proposed, won buy-in, executed plan transforming EASV from charity providing

food relief into nonprofit social venture fund helping impoverished communities in Zimbabwe to expand crafting enterprises. • Recruited and supervised 30+ volunteers; secured $6K in corporate grants from Morgan Stanley; generated $4K+ via

fundraising events and craft sales at street fairs; created 40 new full-time crafting positions in 2013.


• Interests: West African dance, adventure travel (have travelled through South America, Africa, and Asia). • Languages: Native speaker of Shona (spoken in Zimbabwe).

IVIE EBOH-CLIFFORD 201 South 18

th Street, #1911, Philadelphia, PA 19103 917-755-2527 [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Strategic Management

Philadelphia, PA

2015-2017

Honors: Recipient of Baker Senior Memorial Fellowship and Wharton Graduate Fellowship

Leadership: Captain of the Women’s Rugby, VP of Community & Social for the Wharton African Students Association

Involvement: Fintech Club, Wharton African Students Association (WASA), Consulting Club, Social Impact Club, Rugby

RUTGERS UNIVERSITY

Bachelor of Science, Major in Computer Science

Piscataway, NJ

1998-2002

Honors: Recipient of Cook College Class of 1934 Scholarship, Dean’s Academic Honor List (Spring 2000–Fall 2001),

Kappa Theta Epsilon National Honors Society Inductee

Leadership: Treasurer and Secretary of TWESE – African Students Organization (2000-2002)

EXPERIENCE

BOOMTOWN Charleston, SC

MBA Summer Intern 2016-2016 Performed market segment strategic planning using various research methods, including data mining, target clientele

interviews and consumer surveys, to analyze market data trends and major areas of change. Presented recommendations to

senior leadership based on the findings.

Conducted data and inventory analysis of existing key assets and presented recommendations to management supporting

product development and market strategy.

Developed success metrics and customer acquisition strategy for new products, ranking concept ideas by fit, business model

and growth potential.

SPIRE GROUP | NESTSEEKERS INTERNATIONAL | NEW YORK LIVING SOLUTIONS

Licensed Real Estate Sales Person

New York, NY

2009-2015

Awarded Spire's “Advisory Board Member of the Year” for senior-level expertise in real estate client service, technology and

team building (2012). Coached and helped grow the sales team.

Successfully negotiated and closed multimillion dollar real estate investment acquisitions for international investors.

Analyzed local residential markets, built financial analysis models and provided investment recommendations to clients

Served as liaison on multiple cross-functional ad-hoc sales teams consisting of lawyers, mortgage professionals, and brokers.

Managed the sales process from start to finish ensuring communication and adhering to the timeline.

Developed, presented and gained senior management buy-in on CRM database that catalogued all real estate developers,

landlords and buildings in the NYC area, resulting in database adoption throughout firm.

E-CREDIT BY DATACORE SYSTEMS

Business Development Team Lead

Brazil, SA

2007-2009

Promoted from technical sales consultant to business development team lead within one year. Managed team of three sales

consultants and collaborated with development teams to resolve technical issues.

Researched, developed and implemented plan to introduce E-credit’s flagship mobile phone, bill payment and credit solution

to Brazilian and Argentinean markets, resulting in 1.5 million additional subscribers.

ACCENTURE

Consultant - Technology and Systems Integration

Analyst

New York, NY

2005-2007

2003-2005

Recognized for outstanding performance on the client site.

Selected as Siebel Technical Architecture migration lead for citywide call-center initiative servicing 8 million residents.

Coordinated across multiple teams executing promotion of functional and technical release/upgrades to Production and 11

Non-production environments. Designed, built and tested data conversions for more than 50 agencies during standardization.

Led team of four analysts and a contractor on ORACLE field automation implementation project. Defined, documented, and

standardized structure and flow of different migration paths and future releases.


Community Involvement: Advocate at Beth Israel Domestic Violence and Rape Crises Program (2011–2015), Volunteer at

WIN Shelters, NY (2014), Team Leader at Punho Forte, Brazil - A Community Outreach Program (2007–2008)

Interests: International Travel & Backpacking (20+ Countries), Cooking and exploring different cuisines

Languages: Portuguese (Basic Conversational), Yoruba (Beginner)

DYLAN C. ERDLE 2020 Walnut Street, Apt. 29L, Philadelphia, PA 19103

804.513.5804 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Multinational and Entrepreneurial Management

Philadelphia, PA

2015-2017

Wharton Private Equity & Venture Capital Club: Executive Board & Co-Head of Competitions; Entrepreneurship Club;

Energy Club; Agribusiness Club; Latin American Student Association; Sporting Club

Wharton Latin America Weekend: PE Competition Director; Wharton PE/VC Conference Committee

Independent work: Financial model, offering materials and capital raising for medical device company

GMAT: 750

MCINTIRE SCHOOL OF COMMERCE, UNIVERSITY OF VIRGINIA

B.S. in Commerce, Concentrations in Finance and International Business; Spanish Minor

Charlottesville, VA

2005-2009

Big Siblings Program Director; Honor System Support Officer; Sigma Alpha Epsilon Vice President

Madhu Chopra Memorial Scholarship, McIntire School of Commerce

EXPERIENCE

CARECAM HEALTH SYSTEMS

Strategy & Finance

Philadelphia, PA

Summer 2016

Supported senior management of venture-backed digital health company. Assumed lead responsibility for several strategic

projects including: research and recommendations into overall pricing strategy, defining and outlining a predictive analytics

capability, evaluating and negotiating two potential investments, and re-building the firm’s financial model.

H.I.G. CAPITAL

Associate, Leveraged Buyout Group

Boston, MA

2013-2015

Acquisitions: Evaluated investment opportunities, developed financial models and underwrote returns, managed internal and

third-party due diligence. Led to 30+ initial bids and two add-on acquisitions.

Portfolio management: Collaborated daily with management teams of four portfolio companies. Led financial reporting,

managed lender relationships, supported management in strategic initiatives.

Served in VP capacity on Project Pack dividend recap. Received third-year offer.

Select Transaction Experience:

Net Trans Services AS and Worldwide Payments Systems SA: Simultaneous, cross-border buyouts of payment

processing companies serving global travel industry, and subsequent mergers into existing portfolio company. Built three-

way merger model, managed funds flow, led due diligence with lenders, accountants and legal teams (2014).

Project Pack: Dividend recapitalization of contract manufacturer and packager of personal care products. Developed

financial model, assessed debt capacity, underwrote returns and participated in lender negotiations (2015).

Project Advocate: Refinancing of portfolio company providing social security disability advocacy services (terminated).

CARY STREET PARTNERS

Analyst/Associate

Richmond, VA

2009-2013

Financial modeling, presentation and memorandum drafting, and deal processing for a middle market investment bank.

Managed analysts and led analyst recruiting and training after direct promotion to career-track associate position.

Select Transaction Experience:

Isthmus Energía Verde: $550MM capital raise for Mexican developer of sugarcane ethanol and biomass power projects.

J. Alexander’s: $100MM sale of restaurant chain J. Alexander’s (NASDAQ: JAX) to Fidelity (NYSE: FNF).

Eco-Site: $80MM initial equity financing of a wireless telecommunications infrastructure company.

The Country Vintner: Sale of value-added fine wine distributor to private equity buyer.

Interpoint Partners: Sale of healthcare IT company to Streamline Health (NASDAQ: STRM).

Star Pharmaceuticals: Sale of pharmaceutical royalty streams to healthcare royalty fund.

Recast Energy: Initial equity financing, corporate formation, and acquisition of biomass combined heat and power assets.


Non-Profit: VCU Massey Cancer Center, Massey Alliance - Membership Chair, Executive Committee Member, and Board

Member (2010-2013); Year Up Boston Mentor (2014-2015); St. Francis House Emerging Leaders Board (2014-2015).

Languages: Spanish (working proficiency).

Interests: Fishing; swimming; virtual reality; emerging markets and international travel.

ANDREW GOBERSTEIN 2400 Chestnut Street #208, Philadelphia, PA 19103 | +1 (847) 708-3536 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Health Care Management and Finance

Philadelphia, PA

2015-2017

Recipient of Kaiser Fellowship for outstanding academic, professional, and personal achievements

Active in PE/VC Club, PE/VC Conference (Middle Market PE Panel Manager), IM Club, Healthcare Club, Wharton Hockey

BENTLEY COLLEGE

Bachelor of Science in Finance; Minor in Law; completed curriculum in 3.5 years

Waltham, MA

2005-2009

GPA = 3.6/4.0. Honors: President’s List, Dean’s List, Atlantic Hockey Conference All-Academic Team

Member of NCAA Men’s Division One Ice Hockey team, Trading Room staff member, and orientation leader

EXPERIENCE

FRAZIER HEALTHCARE PARTNERS - private equity firm with $3 billion AUM

Private Equity Summer Associate

Seattle, WA

Summer 2016

Led all aspects of financial and business due diligence resulting in a platform investment of a dermatology group (pending)

Developed and began implementation of 100-day plan including EMR upgrade and laboratory planning and optimization

COURT SQUARE CAPITAL PARTNERS - private equity firm with $6 billion AUM

Private Equity Associate – Healthcare Group

New York, NY

2012-2015

Promoted to 3rd

year associate

Assessed over 40 investment opportunities, submitted 8 final round bids and entered exclusivity in 4 processes

Developed healthcare IT sector thesis with senior operating executive, generating 8 actionable investment opportunities

Actively monitored and served as Board observer for The Harvard Drug Group and Physiotherapy Associates

Select Transaction and Portfolio Management Experience

Final-phase negotiations with healthcare conglomerate to carve-out a ~$475 million laboratory equipment distribution business

Performed business and financial due diligence; led distribution sourcing diligence that uncovered a $5-10mm annual cost of

goods reduction opportunity

Negotiated with four lenders to secure $310mm of committed financing

Built detailed operating model including organic growth initiatives and cost saving opportunities

Exclusive diligence and discussions with ~$325 million revenue cycle management business

Involved in all aspects of due diligence and analysis; most significantly identified the appropriate pro forma EBITDA that

normalized for increased headcount driven by ICD-10

Translated add-on acquisition-driven investment thesis into financial model with 3 add-on operating cases

Physiotherapy Associates, a $400 million outpatient physical therapy provider

Worked with CFO and COO to complete financial analysis to identify underperforming clinics, resulting in ~$4mm of

annual EBITDA savings from the restructuring of over 50 clinics

Managed the rolling 13-week cash flow forecast to determine daily liquidity and manage liability obligations

The Harvard Drug Group, a $1.2 billion distributor and virtual manufacturer of generic pharmaceuticals

Monitored company for three years; involved with all internal and CFO analyses used to make operating decisions

Completed $117mm add-on acquisition of Rugby OTC Drug Line from Watson Pharmaceuticals, $555mm refinancing to

fund dividend recapitalization, and $1.1bn sale to Cardinal Health

J.P. MORGAN SECURITIES LLC

Investment Banking Analyst, Financial Sponsor Group (FSG)

New York, NY

2009-2012

Ranked as top-tier analyst each year; served on multiple leadership committees within FSG and across the investment bank

Executed leveraged finance, M&A and equity transactions on behalf of large-cap and middle market private equity clients

Notable Transactions: Global Coordinator on The Carlyle Group’s $671mm IPO; financed Protection One’s $545mm credit

facilities to fund a dividend to GTCR; financed The Carlyle Group and H&F’s $3.9bn take-private LBO of PPD


Interests and Community Involvement: Minds Matter NYC Mentor/Team Leader (2013-2015), New York MS Society

Chapter Ambassador (2014-2015), hockey, golf, skiing (annual trips to Beaver Creek / Vail), and cooking

KENDALL HACK (843)-384-3665, [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master in Business Administration Candidate 2015-2017 • Student Life Fellow, Penn Design Challenge, Castleman Disease Collaborative Network Community Consultant, Wharton

Women in Business Marketing Committee VP, Consulting Club VP, Innovation and Design Club Summit Chair • Member of Social Impact, Technology, Entrepreneurship, and Dance Clubs

JOHN F. KENNEDY SCHOOL OF GOVERNMENT, HARVARD UNIVERSITY Cambridge, MA Master in Public Administration Candidate 2014-2017 • Elected Student Government Representative, Technology Forum Co-Organizer, Founder of Diversity Topics Initiative, Office of

Career Advancement Employer Relations Team, Social Enterprise Conference Volunteer • Relevant Coursework: Econometrics (Recognized as a top performing student), Policy Analysis Spring Exercise (Received

distinction); Quantitative Analysis

WAKE FOREST UNIVERSITY Winston-Salem, NC Bachelor of Arts, Summa Cum Laude, Majors in Political Science and Communication 2007-2011 • GPA: 3.92, Phi Beta Kappa, Lambda Pi Eta Honor Society President, Carswell Mullen Scholarship for academic excellence and

leadership, Dean’s List all semesters • Wake TV Anchor/Reporter, Dance Company, Tri Delta Elected Leadership, Reformed University Fellowship

EXPERIENCE MCKINSEY & COMPANY Waltham, MA Org Solutions - People Analytics Intern Summer/Fall 2016 • Collaborate with data scientists and help translate results from R software and McKinsey’s Data Diagnostics into meaningful

organizational insights for clients • Manage large surveys and datasets and discover human capital trends that could lead to solutions for numerous clients

INNOSIGHT –MANAGEMENT CONSULTANT FIRM Lexington, MA Summer Associate Summer 2016 • Participated actively in client meetings with senior leadership of large media/entertainment firm and created several presentations • Worked closely with team to discover and quantify over 35 strategic opportunity areas for client investment • Led consumer behavior work-stream, which involved creating, distributing, and analyzing 200+ person survey

SPOTS – SOCIAL DINING APP Cambridge, MA Co-Founder Feb 2015-June 2016 • Created and marketed social dining discount program called SPOTS at 20 restaurants in Cambridge and NYC • Collaborated with engineers to design functionality and launch SPOTS app being tested among 300 users

SOUTH CAROLINA GOVERNOR’S OFFICE, GOVERNOR HALEY Columbia, SC Michael Dukakis Policy Fellow - Early Childhood Education & Commerce Summer 2015 • Defined return on investment for early childhood education intervention and briefed Governor on the short- and long-term impact • Redesigned $70m Department of Social Services early education voucher and rating system to increase access to quality early

childhood programs, potentially affecting 194,000 low-income children • Conducted data analysis to isolate “at risk” population segments and identify drivers of illiteracy

FULBRIGHT COMMISSION, U.S. STATE DEPARTMENT Terengganu, Malaysia Fulbright Fellow / English Teaching Assistant 2013 • Created and implemented engaging curriculum for 27 weekly classes and 500 students in rural Terengganu • Led team of teachers to implement health initiatives during intense pollution from Indonesian palm fires • Selected to present state’s midterm update to Malaysian-American Commission on Education Exchange and Embassy officials • Hosted sessions for 100 students and coached groups of 10 in refining and implementing social business plans

WAKE FOREST UNIVERSITY Winston-Salem, NC Advisor, Course Facilitator London Spring 2014 Co-Founder of Wake the Himalayas rural education program India 2011-2012 Presidential Fellow in Office of Provost Winston-Salem 2011-2012


• Data Analysis: Training in SPSS and STATA Technical: Website creation/management, app design/launch • Additional Coursework: Micro- and Macro-economics at University of South Carolina, 2012

KEVIN JUNE HONG 1590 Cambridge Street, #6

Cambridge, MA 02138

714-726-4862 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Entrepreneurial Management

Philadelphia, PA

2015-2018

Investment Officer & Education Director, Impact Investing Partners. VP of Industry Vertical (TMT), PE&VC Club

Research Team, LGT Capital Partners: selected among 20+ applicants to conduct study on Asian growth equity market

GMAT: 760 (99th percentile). Active member of FinTech Club and Wildmen Hockey

JOHN F. KENNEDY SCHOOL OF GOVERNMENT, HARVARD UNIVERSITY

Master of Public Administration Candidate

Cambridge, MA

2015-2018

Focused on policy issues around urban transportation, social enterprises and emerging technologies

UNIVERSITY OF CALIFORNIA, BERKELEY

Bachelor of Arts; Majors in Applied Mathematics and Economics

Berkeley, CA

2006-2010

Dean’s Honor List, 2007 (top 4%). Studied abroad at Sciences Po. Equity Research Associate, Berkeley Investment Group

EXPERIENCE

PRESIDIO PARTNERS (venture capital firm with $500 million AUM, incubated by NEA)

Summer Associate

San Francisco, CA

Summer 2016

Developed thesis on machine learning and robotics; sourced 10+ early-stage investment opportunities. Led to committee

consideration for investment in two start-ups and decision to exit portfolio company in logistics industry

Incorporated thesis into fundraising materials for $300 million new fund focused on transportation, energy and agriculture

ARCHTOP CAPITAL MANAGEMENT (growth equity investment firm founded in 2016)

Investment Analyst

New York, NY (Remote)

Summer 2016

First external hire to join founding team of three managing partners. Evaluated $15 million investment in smart city solutions

provider with solar-powered/cloud-connected waste stations. Conducted product, financial and sales due diligence

LIONTREE (merchant bank founded in 2012)

Merchant Banking Professional

New York, NY

2012-2015

Joined founding team (former UBS Head of Investment Banking & former Co-Head of M&A) in launching LionTree.

Selected to support former KKR partner in building LionTree Partners, firm’s investment platform

Achieved top 5 global M&A rankings by transaction value on Bloomberg when firm had six professionals. Personal name

listed as advisor to Liberty Global on $24 billion acquisition of Virgin Media on the Deal and Mergermarket

Created investor materials to help raise first investment fund, identified key themes in technology, media and telecom

industries and performed analysis on potential early stage/growth equity investments

Advocated five client relationships, generating $3+ million of revenue from coverage and execution

Recruited and led training modules for new analysts and associates. Built junior team from two to six professionals

Selected Transactions

Co-investment in SESAC (performing rights organization) alongside Rizvi Traverse (2013)

Financial advisor to CAA (Creative Artists Agency) on $225 million sale of majority stake to TPG (2014)

UBS INVESTMENT BANK

Analyst, Mergers and Acquisitions, New York, NY

Summer Analyst, Generalist, Los Angeles, CA

New York, NY

2010-2012

2009

Ranked in top tier of class (10%) based on analytical, teamwork and leadership skills. Offered Associate promotion

Selected as sole M&A analyst to liaise with Korean clients on cross-border acquisitions of US digital media companies


Volunteer Positions: Consultant for TechnoServe, non-profit offering business solutions to alleviate poverty in Tanzania.

Ambassador to eKutir, social enterprise founded by Ashoka Fellow improving farmer livelihood in India

Continued Learning: +Acumen courses on scaling and analyzing social impact. Introductory SQL workshop

Interests: Running NYC marathons (third consecutive year), surfing around the world and hiking local trails

Languages: Conversational in Korean. Introductory knowledge of French, Spanish and Swahili

ADRIENNE NORELLE HOPKINS 42 S. 15th Street Philadelphia, PA 19102 | 713-870-6948 | [email protected]

EDUCATION


Master of Business Administration Candidate,Majors in Entrepreneurial, Marketing &Operations Mgmt

Philadelphia, PA

2015-2017

Bendheim Family Fellowship Recipient, McNulty Leadership Program’s Leadership Fellow

Co-President of Say Yes to Education, Thought Leadership Chair for Return on Equality, VP of Social Entrepreneurship for

Social Impact Club, Social Impact Lead for African-American MBA Association

STANFORD UNIVERSITY

Bachelor of Arts, Major in Science, Technology and Society

Stanford, CA

2006-2010

Honors: Dean’s Award for Academic Excellence (2006-2010); Elected by peers as Closing Commencement Speaker (2010)

Leadership: President of Alpha Kappa Alpha Sorority, Incorporated and Stanford’s Black and Latino Business Association

EXPERIENCE

MARKET LOVr (Social enterprise increasing access to healthy, affordable food) Long Beach, CA

Chief Executive Officer, Co-Founder Summer 2016

Managed logistics and operations to sustain bi-weekly pop-up restaurant and ongoing pickup, delivery and meal prep (e.g.,

pricing, menu, cost management, marketing, fundraising);generated above industry avg. gross margin over 3-months

Prepared philosophy/vision to guide hiring process, created job descriptions, conducted interviews and hired two full-time

interns to oversee competitive landscape and customer/market segmentation workstreams

Curated content for and analyzed marketing data related to social media accounts to increase brand awareness, cultivate

community and market food services; grew Facebook community over 400%

THE BRIDESPAN GROUP (Social impact strategy consultancy aiming to break cycles of poverty) New York, NY

Associate Consultant 2013-2015

Formulated strategy for global foundation to invest $200M to increase access to preventative healthcare for vulnerable

populations; analysis published in Stanford Social Innovation Review highlighting practices in emerging countries

Developed financial model and content for inaugural incubator program for 12 community-based entrepreneurs in South

Africa, who were working to build local capacity in rural villages through infrastructure, public health, and education

Performed quantitative and qualitative analysis that influenced a large boarding school to increase resources it had allocated

to strengthen its social-emotional curriculum and post-graduation supports for over 1,800 low-income youth

LIVELYHOODS (Social enterprise eradicating youth unemployment in informal settlements)

Strategy and Business Development Fellow

Nairobi, Kenya

Summer 2013

Conducted market research and field testing to determine viability of partnerships with 10 Kenyan-based retailers to act as

distributors of life improving technologies such as clean cooking stoves throughout urban informal settlements (or slums)

Forecasted investments required to incorporate wholesale distribution services into existing operations; authored resource

development plan to test vitality and funding potential of restructured business model over 2-3 years

GOLDMAN SACHS & COMPANY (Global investing banking, securities and management firm)

Analyst, Short-term Interest Rate Sales

New York, NY

2010-2012

Crafted team’s first innovative strategic plan to quantify footprint with emerging corporate client base, which identified

revenue opportunities, deepened firm’s relationship with clients through new asset classes, and raised unit’s profile nationally

Initiated and oversaw process to re-launch market commentary and trade recommendation report, coordinating contributions

from 20 person business unit; led to more robust trade dialogue and new business between clients and internal experts


Entrepreneurship: Independent Consultant (2014-2015): Created impact goals and multi-channel marketing strategy for

Haitian clean water and sanitation accelerator that led to receipt of $10K scaling grant; developed 3-year plan for Houston-

based non-profit to provide experiential learning opportunities to 10,000 more at-risk high school students

Leadership Positions: CFO of DREAM (2012-2013): Shaped 5-year funding and partnership strategy and spearheaded

fundraising initiatives to secure over $6,000 in resources to support organization though its initial strategic growth phase

Community Engagement: Junior Achievement, Instructor (2013-Present); Children of Promise, Mentor (2010-2015);

NY+Acumen, Impact Investing Events Committee (2013-2015); Net Impact, Service Corps Member (2014-2015)

Interests:Extreme activities (boxing, jet skiing, zip lining), writing creative short stories, Afro-Caribbean dance, mindfulness

ELEANOR HOROWITZ 116 Lexington St, San Francisco, CA, 94110 | 914-391-9304 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Entrepreneurial Management and Marketing

Philadelphia, PA

2015-2017 • Selected to participate in Semester in San Francisco program focused on technology and entrepreneurship • VP, External Marketing, Innovation & Design Club; Director, Penn Design Challenge; Fellow, Wharton Social Impact

Initiative; Finalist, Wharton People Analytics Case Competition • Member of Technology, Innovation & Design, Entrepreneurship, Social Impact, and Yoga & Wellness Clubs

MIDDLEBURY COLLEGE Bachelor of Arts, Joint Major in Chemistry and Environmental Studies, Minor in Global Health

Middlebury, VT

2007-2011 • Magna cum laude, Dean’s List, College Scholar, Fraker Essay Prize Finalist • Environmental Council student representative; Outdoor Orientation Leader; Photo Editor of weekly newspaper • Semester abroad at University of Otago, New Zealand

EXPERIENCE

MICROSOFT CORPORATION Product Marketing Manager Intern – Surface

Redmond, WA

2016 • Drove go-to-market strategy for product launch of 32 NFL team-branded Surface Pro 4 type covers and managed project

timeline for 60+ stakeholders from engineering, operations, PR, retail and sales teams • Evaluated non-traditional retail models to reach new customers and sell directly to NFL fans at stadiums and through

NFLshop.com. Presented recommendations to senior leadership and transitioned execution to operations and retail teams UNITUS SEED FUND $23M early-stage venture capital fund focused on social impact Investment Analyst

Bangalore, India

2013-2015 • Sourced 900+ potential investments (35% of overall pipeline) and conducted due diligence and financial modeling analysis

on most promising opportunities. Strong deal pipeline enabled fund to become India’s most active seed-stage impact investor one year after launch with 12 new portfolio companies and 0% deals missed/lost to peers

• Created and piloted roadshow initiative in eight cities to build brand awareness and diversify geographic reach across India, leading to 20% increase in deals beyond South India

• Built database to track internal deal metrics based on sector, stage, geography, and source. Used outcomes to evaluate team success and measure fund’s quarterly performance

• Evaluated startup trends and published thought leadership for on-demand economy. Persuaded senior partners to adopt new investment vertical resulting in $250K invested in logistics and uber-for-auto rickshaws startups

• Aided grant writing and strategy for USAID funding and secured $1.5M grant out of 34 finalists to accelerate scale and scope of early-stage entrepreneurship in India

MISSION MARKETS Online marketplace connecting investors to socially responsible startups and funds Business Development Associate

New York, NY

2011-2013 • Recruited and on-boarded new users, growing membership by 40%, and connected investors to $2.7B of debt and equity

investment opportunities • Communicated user feedback to CTO and team of Ruby developers to optimize marketplace’s search and discovery features • Researched new business line for trading environmental credits and evaluated feasibility through market surveys. Pitched

expansion plan to CEO and incorporated proposal into Series B investment materials • Managed marketing and communications: generated original content to grow Twitter followers by 30%, wrote monthly

newsletters to 12,000 subscribers, and hosted monthly webinars on topics such as organic agriculture and renewable energy

ADDITIONAL INFORMATION • Interests: Completed treks in Himalayas and Patagonia, guided backpacking trips in Adirondacks, instructed and led canoe

trips for 8 to 12-year-olds in Vermont, freelance photographer for travel blogs • Volunteer Work: Built water treatment business in rural Ghana and raised $10K for materials and 5 years’ monitoring.

Developed evaluation tools for non-profit supporting girls’ empowerment in Far Rockaways, NY • Technical Skills: Adobe CS, ArcGis, JMP, HTML (basic), WordPress, SalesForce, Google AdWords • Alumni Involvement: Middlebury Admissions Interviewer, Founder of Middlebury Social Enterprise Alumni Group

CAROL HUANG [email protected] • (626) 788-6245 • 102 Sequoia Ct., Apt. 3, Princeton, NJ 08540

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA MBA Candidate (Director’s List, or top 10% of class, in Fall 2015; GRE 335/336)

Philadelphia, PA 2015-2017

Wharton Fellow: Among 1/3 of students awarded merit-based scholarship

President, Consulting Club; VP, “cluster” of 200 students; member, Wharton Africa Students Association

Consultant, Small Business Development Center: Developed profitability strategy for café chain

WOODROW WILSON SCHOOL, PRINCETON UNIVERSITY Coursework in Economics, Statistics, and International Relations (GPA: 3.86)

Princeton, NJ 2014-2015

Mary L. Diebel Fellow in Public and International Affairs: Chosen based on academic excellence

YALE UNIVERSITY Bachelor of Arts in Political Science (GPA: 3.78), cum laude

New Haven, CT

2000-2004

Grand Strategy Program: 1 of 24 students selected among hundreds for seminar on strategy and leadership

EXPERIENCE

BOSTON CONSULTING GROUP Summer Consultant, advised internal consulting arm of major pharma company on strategic approach

Summit, NJ 2016

Presented client with ways to improve impact, such as realigning incentives, after conducting survey of managers

Created model to quantify client value-add by tracking revenue of projects it supported against baseline

Identified critical errors in master database of SKUs in separate work stream to rationalize firm portfolio

U.S. DEPARTMENT OF DEFENSE Fellow, Office of the Under Secretary for Policy, Asian and Pacific Security Affairs

Washington, DC 2015

Developed policy recommendations on China’s presence in Africa for senior-most Asia official

Produced brief on strategic priorities in Japan to prepare third-highest DOD executive for first trip to Japan

AGENCE FRANCE-PRESSE NEWS AGENCY (AFP) China Correspondent, focused on domestic development and social problems

Beijing, China 2012-2014

Produced 7 of 9 China articles submitted by AFP editors in 2013 for external awards

Delivered on-the-ground analysis of repression of Muslims in Xinjiang despite media ban in the region

Authored widely read article on legacy of Cultural Revolution, used by 19 clients in 11 countries

Selected to manage office of 18 staff and oversee production when bureau editor was away

THE NATIONAL NEWSPAPER General Assignment Reporter, focused on migrant labor and Somali piracy

Dubai, UAE 2010-2012

Uncovered systemic migrant labor abuses in high-end Dubai hotels by developing insider sources

Identified key drivers of Somali piracy by interviewing pirates in Somaliland, officials, and experts

Produced original reporting on Arab Spring such as refugee crisis in Tunisia and takeover of Libyan embassy

Chosen for special science/tech reporting team based on ability to communicate complex ideas clearly

THE CHRISTIAN SCIENCE MONITOR Asia Editor, oversaw regional coverage and 20 correspondents Deputy OpEd Editor, delivered daily supply of opinion pieces

Dubai / Boston 2008-2010 2007-2008

Named CSM’s first overseas editor, moving to Dubai, based on good judgment and ability to manage

Managed China Olympics coverage by creating and executing a six-month plan involving five departments

Launched initiatives for CSM’s new web-first strategy including a global affairs blog and social media outreach

Built up Asia correspondent network by working with 16 new writers and developing 4 regular contributors


Languages: Chinese (advanced); Arabic (intermediate); French (beginning)

Interests: Reading; volleyball; hiking; travel, including Afghanistan, Syria (1mo), Egypt (2mo), Lebanon (2yrs)

MIZUHO IMANISHI 2205 Lombard Street, Philadelphia, PA 19146 267-530-0604 [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Master of International Studies Candidate; Focus in Latin America and Spanish Language

Philadelphia, PA2015-20172015-2017

Education VP of Latin American Student Association, Social Chair of Japan Club, member of Finance Club, Dance Studio Choreographed and trained 40 novice dancers for two months for Dance Studio performance before audience of 800 SOPHIA UNIVERSITY Bachelor of Arts in Economics

Tokyo, Japan2005-2010

Academic Performance Award in 2007 Exchange program at Universidad Iberoamericana in Mexico for two semesters in 2008 and 2009 Second Prize in all-Japan university student dance contest in 2009 Vice President of 100-member Street Dance Club, responsible for finance and external affairs

EXPERIENCE

SUMITOMO MITSUI BANKING CORPORATION Intern, Specialized Finance Americas Department, Latin America Project Finance Group

New York, NYSummer 2016

Conducted due diligence on a power plant project in Chile by reviewing related contracts and market and technical consultant reports and directly communicating with clients and consultants

Assisted with credit agreement negotiations and internal credit application process to finance projects in Chile, Peru, Colombia and other Latin American countries in power, natural resources and infrastructure sectors

SOJITZ CORPORATION LNG Originator, LNG Business Development Section, LNG Department

Tokyo, Japan

2013-2015

Played key negotiating role in US$10B 20-year LNG sale and purchase agreements with LNG suppliers; reviewed 200+ page contracts and prepared counter proposals; analyzed economics and feasibility of deals by building Excel models for pricing and credit exposure

Designed marketing strategies based on market data of 100+ existing contract prices and customer purchase preference collected through daily communications with Japanese and South Korean LNG customers

Identified US$7B natural gas liquefaction project in North America through market research and persuaded team to pursue the venture with multinational partners

Studied possible JV structures in aforementioned project and spearheaded discussions with South Korean Partner Approached 10+ European LNG suppliers with proposal on business collaboration in LNG marketing during 3-month

training in London Project Coordinator, Bioenergy Section, New Energy and Environmental Business Department 2010-2013 Oversaw operation of sugarcane-based bio-ethanol company in Brazil, JV with local partner in which Sojitz invested

US$180M; worked on cross-cultural team of Japanese in Tokyo and Brazilians in São Paulo Served as core member of cross-departmental task force to evaluate validity of project continuity; built economic evaluation

model to analyze each bio-ethanol plant’s projection; acted as bridge between Sojitz headquarters and people in Brazil to improve internal communications

Collaborated with Brazilian agricultural consultants in conducting due diligence for $400K-hectar sugarcane planting plan and incorporated the result into economic evaluation model

Presented recommendation to divest Sojitz’s stake in JV to Sojitz’s management, and spearheaded US$180M divestment plan with accounting and legal departments

Conducted field research at seven bio-ethanol production plants and agricultural fields operated by JV and reported progress of its expansion plan to leadership in Sojitz’s headquarters; created detailed gantt chart to monitor progress which was adapted also by Brazilian partner for its internal use


Interests: Travel (visited 30+ countries; studied in Argentina (2003-2004) and Mexico (2008-2009)), street dance, concert dance performance (performed in front of audience of 1500), scuba diving (over 100 dives)

Languages: Japanese (native), Spanish (fluent)

JEFF JACKSON, CFA 1811 Chestnut Street, Apt. 403 Philadelphia, PA 19103 | 918-688-3428 | [email protected]

EDUCATION



Philadelphia, PA

2015-2017

Member of Investment Management Club, Restructuring and Distressed Investing Club, and FinTech Club.

VP of Macro for the Investment Management Club.

Credit Panel Coordinator, Wharton Investment Management Conference.

Awarded the Joanna and John Shaw Fellowship for outstanding academic and professional accomplishments, exceptional

character, integrity, and leadership.

PRINCETON UNIVERSITY

Bachelor of Arts in Political Economy

Princeton, NJ

2006-2010

Member, NCAA Division I Football Team. Committed 30 hours per week to practice, workouts, and game film review.

Senior thesis: “Blackjack And Bingo: The Determinants of Indian Gaming Success”.

EXPERIENCE

PACIFIC INVESTMENT MANAGEMENT COMPANY (PIMCO)

Portfolio Manager MBA Intern

Newport Beach, CA

Summer 2016

Developed framework for identifying overvalued company debt by combining quantitative valuation screens with

fundamental company and industry analysis. Pitched trade ideas to CIO of Credit.

Identified specific events with potential valuation impact on mortgage backed securities. Tested for valuation impact of

prepayment announcements, 48-hour day, and Fed purchase activity using historical proprietary return data.

Analyzed Chinese capital flow dynamics, focusing on the drivers and end destination of recent capital outflow from China.

Presented analysis and recommendations to 50+ investment professionals and to the firm’s investment committee.

Senior Portfolio Management Associate – IG Credit

2015

Constructed fixed income model portfolios for potential investments from an institutional client. Achieved highest success

rate among competing managers; secured $1.8bn in assets and reached portfolio spread and yield targets on every inflow.

Managed duration positioning to keep portfolios at the CIO's target; proactively tilted risk exposures ahead of economic

calendar releases; resulted in decreased dispersion across portfolios.

Pitched trade ideas to the CIO of Credit to adjust portfolio credit risk based on industry and company-specific relative

valuations; led to $25mm in credit trades per week on average.

Identified inconsistencies between client-stated investment goals and internally coded guidelines for a new client. Led effort

to change internal coding; portfolio performance increased by 50 basis points over subsequent 3 months.

Portfolio Management Associate

2012-2014

Collaborated with CIO in his new role to review the portfolios of his direct reports. Led effort to aggregate portfolio data from

senior portfolio managers across the firm; resulted in more transparent and consistent risk positioning and monitoring.

Directed 20+ investment-grade credit portfolio fundings and transitions. Optimized portfolio risk positioning through a

combination of single name credit positions and broad index derivative exposures.

Performed portfolio analysis and scaling for largest corporate bond new issue in history; presented findings to senior

managing directors; study was used to finalize our firm's final book order.

Trade Support Associate

2011-2012

Developed database query and standardized report to reconcile the firm's security positions. Decreased processing time for

daily reconciliation by 45 minutes, a 33% improvement.

Implemented intraday reporting to highlight erroneous trade cancellations within firm's order management system; report was

subsequently rolled out to global offices.

Led bi-weekly calls with Bloomberg aimed at operational efficiency gains. Led to automation of new products on firm's trade

confirmation system.


Interests: Fitness, surfing, behavioral economics, traveling, college football, Texas Hold 'em.

Community: Volunteer, Tools for Tomorrow; taught financial literacy to underprivileged local students.

JUAN ANDRES JACOBUS-AVILA 2116 Chestnut St. Apt. 1001, Philadelphia, PA 19103 | +1 305.733.6005 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Real Estate and Finance

Philadelphia, PA

2015-2017

Grodinsky Fellowship Recipient, in recognition of outstanding professional and academic achievements (50% scholarship)

Honorable Mention distinction in 2016 ULI Hines RE Development Competition (top 10 teams of 130)

Leadership: SVP of Careers, Real Estate Club; Member of the Graduate Student Advisory Council

UNIVERSITY OF PENNSYLVANIA, SCHOOL OF ENGINEERING AND APPLIED SCIENCE

Bachelor of Science in Engineering; Major in Mechanical Engineering, Minor in Mathematics

Philadelphia, PA

2008-2011

Awarded Tatnall Prize for most outstanding capstone graduation project in the Mechanical Engineering Department

EXPERIENCE

EQUITY INTERNATIONAL (EI) | SAM ZELL INVESTMENT GROUP

Investment Associate

Chicago, IL

Summer 2016

Real estate private equity firm with over $1.5B in AUM that focuses on emerging market opportunities

Underwrote equity investment in an office/retail portfolio in Argentina that resulted in preliminary term sheet discussions

Led evaluation of legal structure to merge EI-controlled industrial developer with Mexican public REIT

Analyzed opportunities/potential partners for hotel development in India to expand EI’s portfolio in the country

Selected Transaction Experience and Execution Highlights

$120M primary structured-equity investment into Estapar, the largest owner/operator of parking assets in Latin America

Co-managed business & legal due-diligence, authored memorandum with final recommendation for Investment Committee

Developed underwriting model, including yield and cap rate analysis of individual assets, to evaluate investment thesis

Participated in all phases of investment agreement negotiations, including structured equity terms and protections for EI

FINSER ASSET MANAGEMENT

Investment Associate for Corfiser Simi Fund and Separately Managed Accounts

Miami, FL

2013-2015

Independent RIA with $400M in AUM that manages investor portfolios, and provides venture advisory services to entrepreneurs

Co-managed Corfiser Simi Fund ($10M absolute return fund-of-funds) that yielded a 18%+ trailing ROI between 7/13-7/15

Provided consulting/advisory services to entrepreneurs raising capital, secured $6M+ for three ventures in 18 months

Financial Analysis

Evaluated investments and employed risk management metrics by performing fundamental value and sensitivity analyses

Created custom investment strategies for nine multi-asset accounts across equity and fixed-income asset classes

Capital Sourcing and Financing

Spearheaded FINSER’s fund-of-funds strategy; completed firm’s first investment in a growth equity fund

Led team of bankers, accountants, and lawyers to redesign a Latin American real estate fund’s onshore holding structure,

growing after-tax dividend yield by 1.5% and reducing overall exposure to country risk

Project Management

Designed growth plans, financing structures, and marketing materials; and prepared entrepreneurs for investor meetings

CREDIT SUISSE

Investment Banking Analyst in the Global Industrials Group

New York, NY

2011-2013

Executed a broad range of transactions including mergers & acquisitions, equity/debt offerings, and recapitalizations

Managed training program for first-year analysts and associates, and taught a variety of financial modeling techniques

Selected Transaction Experience and Execution Highlights

$4.3B acquisition of Avio S.p.A by General Electric – Lead Advisor

Analyzed transaction scenarios to show divisional ROI and identify areas for divestiture to meet regulatory requirements

$1.9B sale of Veolia Environnement’s US Solid Waste Assets – Lead Advisor

Constructed a granular operating model based on segment characteristics, industry trends, and macro projections that

allowed the Company to track underperforming waste collection centers and reduce maintenance CapEx by $17M


Interests: Avid fishing/outdoor enthusiast (especially deep sea fishing), played competitive soccer through college

Huge fan of history books, especially political history and biographies of world leaders and academic thinkers

Languages & Citizenships: Spanish (Native) and Italian (Conversational); Dual US/Venezuelan citizenship

JAHNAVI KUNDU 2400 Chestnut Street, Apartment 3009, Philadelphia, PA 19103 | 267-496-5565 | [email protected]

EDUCATION



Philadelphia, PA

2015-2017

Leadership: Director, Social Impact Conference; Director, Net Impact Conference; Director, Wharton India Club

Member: Wharton’s Consulting Club, Social Impact Club, India Club, Food Club, Roadrunners Club

GMAT: 760 (99th

percentile)

FACULTY OF MANAGEMENT STUDIES, UNIVERSITY OF DELHI

Master of Business Administration; Major in Finance

New Delhi, India

2009-2011

Honors: Merit List; Ranked 7 in Class of 144

Leadership: Recruitment coordinator across marketing, finance and general management functions for 140 2Y students;

ensured 100% recruitment and participation by 40+ new recruiters

NETAJI SUBHAS INSTITUTE OF TECHNOLOGY, UNIVERSITY OF DELHI

Bachelor of Engineering; Major in Information Technology

New Delhi, India

2005-2009

Honors: Merit List – 2006, 2007, 2008, 2009

EXPERIENCE

STRATEGY& (formerly Booz & Co.)

Senior Associate Intern – Health Industries Advisory

New York, NY

Summer 2016

Advised a leading healthcare provider in Texas on identifying its core consumer segments and improving retention in order

to increase current daily footfall of ~4M consumers across 25 hospitals and 200+ physicians’ clinics

Performed qualitative and quantitative analyses to baseline client’s current consumer capabilities across the healthcare

journey; prioritized high value touch points and assessed quick wins which aligned to consumer value proposition

ERNST & YOUNG LLP

Senior Consultant – Government & Not-for-profit

Consultant – Government & Not-for-profit

New Delhi, India

2013-2015

2011-2013

Technology Transformation

Coordinated initiatives of 10 state agencies, 80+ banks and Unique ID Authority of India (UIDAI) to implement innovative

payment platform for India’s cash-for-work program; enabled e-payment of $250M+ in wages to 100M beneficiaries

Collaborated with Bill & Melinda Gates Foundation (BMGF) and India’s Ministry of Health to develop disease surveillance

platform for tuberculosis control, by incorporating software modules for patient identification, treatment monitoring and drug

inventory management; platform currently being implemented in 3 cities and impacting 30,000+ patients

Managed implementation of world's largest biometric identification program – Aadhaar (925M+ IDs issued) – for UIDAI by

designing Request For Proposal and assessing bids to appoint Technology Service Provider for $400M IT services contract

Business Development

Facilitated wins and executed high-value projects (>$1.5M) in EMEIA (Europe, Middle East, India and Africa) region for

marquee clients (BMGF and World Bank) by devising IT solutions to address challenges in Health and Financial Inclusion

Leadership and Development

Led 6-member cross-functional EY Knowledge team to compile portfolio of 4,000+ knowledge products – team CVs, project

credentials and other work products – as ready references for new pursuits and engagement delivery

Awarded quarterly performance award ‘EY Excellerator’ for commitment to UIDAI client requirements; played pivotal role

in negotiating 2% reduction in $400M contract with Technology Service Provider

Promoted early from Consultant to Senior Consultant at 24 months tenure (awarded to top performers in cohort)

ARTHUR D. LITTLE

Intern

Dubai, UAE

Summer 2010

Created consolidation roadmap for large regional conglomerate’s oil and gas divisions’ logistics operations, through

competitive analysis and industry benchmarking, for merged entity to double revenues from AED 50M in 5 years

Modelled revenue growth and presented business case to steering committee; secured approval and project rating of 4.5/5


Volunteer, Goonj/Teach for India (TFI): Organized collection drives for clothes (for Goonj, non-profit that distributes

clothes in rural areas) and children’s books (for TFI), as part of Ernst & Young corporate social responsibility initiatives

Volunteer, National Association for the Blind (New Delhi): Recorded 50+ audio-books for print-disabled students

Interests: Traveling (explored 14 countries); Running (2 half and 5 quarter marathons); Reading (mystery, mythology)

ANNA LIU 2040 Market St., Apt. 321, Philadelphia, PA 19103 | [email protected] | (609) 577-9913

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Entrepreneurial Management 2015 – 2017 • GMAT: 760 (99th percentile) • Leadership: Entrepreneurship Club (Co-Director, 2015-16; VP, 2016-17); Wharton International Volunteer Program (Co-

Director, 2015-16; Project Team Member, May 2016); Nonprofit Board Fellow at Kimmel Center (2016-17); Teaching Assistant for MGMT766: Family Enterprise Management (Fall 2016)

• Research: Research assistant for Prof. Stephen Sammut on “Neat, plausible, and wrong: why the focus on intellectual property fails to address the complexities of medicinal access in India” (released June 2016)

• Other: Wharton Writing Challenge finalist (2015-16) PRINCETON UNIVERSITY Princeton, NJ Bachelor of Arts, Economics; Certificate in Finance; Certificate in Materials Science and Engineering 2007 – 2011 • Co-Founder and Editor-in-Chief of Princeton Asia Review (magazine on economic, political, and cultural issues in Asia) • Healthy Minds Peer Adviser: Publicized health center resources and discussed mental health issues with students

EXPERIENCE PATH Seattle, WA Summer Intern, Nutrition Innovation Summer 2016 • Researched emerging technologies such as 3-D printing, autonomous agents, gene editing, and Internet of Things, explored

applications to nutrition and global health, and presented to leadership and general employee audience • Created proposal for livestock vaccine funding mechanism to address micronutrient deficiencies • Interviewed stakeholders in strategy and commercialization to formulate recommendations on optimal organizational structure

and practices to nurture innovative ideas ACCENTURE New York, NY Consultant 2014 – 2015 Analyst 2011 – 2014 • Received highest category rating in peer group for 2013 and 2014 (rating of 2014 was as new consultant among senior peers) Sales compensation operations and enhancement – global top 5 pharmaceutical company • Managed six business units with unique bonus calculation rules, proactively planned integration of business units from an

acquisition, and designed templates in Excel resulting in 90% decrease in time spent calculating bonus payments • Collaborated with developers to create reports indicating sales performance by territory, led client meetings to understand changes

in plan structure, and managed offshore team member to shorten report timelines • Investigated data issues using SQL, reducing potential for errors in thousands of field sales bonus payments Marketing forecasting/budgeting – leading financial services and payments company • Rebuilt and continually enhanced primary reporting and analytics dashboard in Excel and VBA for use by hundreds of credit card

marketing employees to monitor relevant indicators and inform marketing campaign decisions • Managed team member to build five templates using VBA macros to automate report generation, saving time in completing

weekly and monthly deliverables going to SVP- and President-level client leadership • Monitored workflow and managed daily client communications to ensure project met key deadlines Select internal projects • Participated in nonprofit consulting assignments, such as exploring mobile solution to product distribution in rural areas • Coordinated learning sessions and community service events for Accenture employees on client accounts and in local office INFINOVA Monmouth Junction, NJ, and Shenzhen, China Intern Summers 2007 – 2011, 2015 • Rotated among functional departments; assembled surveillance cameras, researched M&A target companies and presented

assessments to business development team, and served as point of contact for external consultants evaluating global strategy

ADDITIONAL INFORMATION Community: Leadership Committee, All Stars Project (2013 – 2015); Service Corps Team Member and Mentor, Net Impact (2014 – 2015); Alumni Interviewer, Princeton University (2011 – present) Interests: Rock climbing (belay certified), running, journaling, piano (20 years), acting (cast member in Wharton’s annual play) Languages: Chinese (proficient), Spanish (basic) Skills: VBA (proficient), SQL (basic), Java (basic), Stata (basic)

ASH MALLECK [email protected] | 2115 Spruce Street, Philadelphia PA 19103 | 215-688-8738 | Canadian: US work authorization

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate; Major in Finance and General Management

Philadelphia, PA

2015-2017

President: Wharton MSA; Alumni VP: Wharton FC; Sponsorship & Media: Africa Forum 2015; Relations VP: WIEF 2016

Member of Wharton Clubs: Private Equity & Venture Capital, Management & Technology; Hockey, Soccer and Volleyball

GMAT 760 (99th

percentile)

UNIVERSITY OF TORONTO, INNIS COLLEGE

Honors in Bachelor of Science; Majors in Economics & Actuarial Science, Minor in Statistics

Toronto, Canada

2003-2007

Leader of Innis College Orientation; Male Athletics Representative for Innis College; Treasurer of Actuarial Science Club

Coach and Captain of Soccer Team; MVP of Soccer, Volleyball, Ultimate Frisbee and Broomball teams

GPA 3.72 (Top 5%) - Earned University of Toronto Entrance Scholarship and Recognition of Excellence Graduate Award

EXPERIENCE AMAZON

Senior Finance Associate (Leadership Program)

Seattle, WA

Summer 2016

Developed benchmarking analysis for Amazon Video for customer interface and experience enhancements across platforms

Singlehandedly created a proposed action plan for product improvement through competitor comparison and primary testing

Analyzed complex customer-centric data to decide and effect investment resource allocation decisions for bottom line growth

Curated business input and presented overall findings to leadership, including VP of Finance and Director of Benchmarking

WARBURG PINCUS

Independent Researcher

New York, NY

2016

Selected as part of a competitive MBA process to lead investment research in sub-sector opportunities for leading PE firm

Developed investment thesis on FinTech sector, focusing on market demand & supply segmentation in mobile payments

Delivered market research output to management, with attractive investment opportunities catering to the Non-Profit sector

EDGE GROWTH

Venture Capital firm, specializing in investment & operations growth

Investment Officer

Johannesburg, South Africa

2012-2015

Led all due diligences in Action Fund; provided due diligence input on larger funds ($50M & $15M) within Edge Growth

Managed team of 3, leading $5M operation for Edge Action (social venture capital fund) investing in high-growth, early-

stage expansion small/medium enterprises (SME) for impact in under-resourced areas across South Africa

Managed portfolio of 11 businesses invested, with total funds invested of $2.3M and optimizing for growth and scalability

Fast-track promotion from Investment Associate (2012) to independent Investment Officer heading Edge’s smallest fund

Created fund concept establishing ground-breaking $30M Youth Entrepreneurship Fund for self-empowerment among youth

MCKINSEY & COMPANY

Associate

South Africa & Global

2010-2012

Presented African opportunity to McKinsey Shareholder Council for $300B investment in Global Energy & Materials sectors

Advanced $3.3B ethylene cracker Houston project. Reallocated resources & reconfigured for $700M NPV & 3% IRR boost

Saved over $80M (~20%) in Capital Expenditure of feasibility budget for $470M coal mine development through Monte-

Carlo risk modeling, contingency and risk mitigation strategies, and design optimization

Marketing ROI performed in 3-week diagnostic of top banking group; developed strategy and marketing plans for its

business units to reallocate funds and reduce cost to the effect of 15-25% ($16-27M)

Used Manufacturing Excellence Diagnostic in a zinc plant turnaround, resulting in $22M saving & positive $12M NPV

MERCER CONSULTING

Consulting Analyst

Toronto, Canada

2007-2009

Compiled actuarial valuations and analyses of pension plans; Lead communications for 3 key clients across US & Canada


Interests: Soccer player & fan. Play Squash & Tennis regularly. Enjoy Yoga, Exotic Cuisine, Traveling & Youth Mentoring

Community: Habitat for Humanity - building shelters. Raised $20M seed capital for social start-up The Awethu Project

Languages: French – conversant (1st language spoken as a child); Afrikaans – fluent; Arabic – reading ability

Other Experience: Started an e-commerce business in 2008, crowdsourcing designs for corporates & individual projects

Pre-MBA Summer internship at a commercial bank, managing their alternative assets portfolio of $220M; engaged with

Legal & Ops for divestment of 2 legacy investment real estate assets ($90M), to realize fair market value for shareholders

DIVINITY L. MATOVU 729 North Holly Street, Philadelphia, PA 19104 | [email protected] | (310) 562-5920

EDUCATION


Master of Business Administration Candidate; Major in Finance and Entrepreneurial Management

Philadelphia, PA

2015-2017

Howard E. Mitchell Fellowship | Shils-Zeidman Fellow in Entrepreneurship | Toigo Foundation Fellow

Wharton Impact Investing Partners: Co-President, 2016-2017 | Investment Associate, 2015-2016

Wharton Africa Student Association: Chief Technology Officer, 2016-2017 | VP External Affairs, 2015-2016

Member: Finance Club, Founder’s Club, Entrepreneurship Club, African-American MBA Association

UNIVERSITY OF SOUTHERN CALIFORNIA

Bachelor of Arts; Major in Political Science & African-American Studies (Pre-Law), 3.85 GPA

Los Angeles, CA

2004-2008

School for International Training | Kenya, Tanzania Fall ‘07 | Magna Cum Laude | Phi Beta Kappa National Honor’s Society

EXPERIENCE

GOLDMAN SACHS CO.

Summer Associate, Investment Management Division (Private Wealth) NYC | Los Angeles

06/2016-08/2016

Researched and sourced more than 200 new business opportunities with qualified prospective clients

Completed weekly case studies and asset class pitches by applying knowledge of global economy and financial markets

Analyzed asset allocation strategies and investment performance for clients with diversified portfolios and $10M+ net worth

MBA MAMA

Co-Founder/CEO Philadelphia, PA

10/2014-Present

Conceptualized and monetized online platform to provide MBA women with resources to navigate family/career planning

Grew user database to 10K+ and recorded 5K+ unique monthly blog visits on average

Engineered logo design and brand value proposition, financed and managed trademark application process - TM pending

Defined partner strategy and positioning to generate revenue through advertising and affiliate marketing

MATOVU CONSULTING

Founder/CEO

CA | E. Africa

12/2010-07/2015

Led business development and cost-saving initiatives to drive growth of a boutique Beverly Hills law firm

Negotiated contracts, settlements, client retainer fees and vendor price reductions valued at $1.2M annually

Designed marketing and pricing strategy for Ugandan law firm’s immigration unit, accounting for 25% firm revenue

Developed digital branding strategy to increase African Woman Magazine’s Twitter & Facebook followers by 350%

YMCA OF METROPOLITAN MILWAUKEE

Youth Development Manager

Milwaukee, WI

02/2012-02/2013

Tracked spending, staff wages and program revenue to ensure <10% variance on $500K annual budget

Supervised 2 full-time staff and 48 part-time employees in Youth Sports, Enrichment, and Teen Programs at 3 facilities

AMAGEZI GEMAANYI YOUTH ASSOCIATION

Co-Founder & Executive Director Kampala, Uganda

12/2008-01/2012

Wrote business plan, secured $10K seed capital, registered as 501(c)3 and launched a social venture, impacting 2,000 urban

youth through leadership development training, mentoring, art, music and nutrition programs

Generated $250K+ in revenue from diverse network of individual donors & partners like UN Youth Fund & TOMS Shoes

Established relationships with parents, government officials, schools to increase program enrollment 60% annually

Recruited a team of 50 international volunteers to collectively contribute more than 100K volunteer hours per year

Honors & Awards: Glamour Magazine Woman of The Year, Clinton Global Initiative Outstanding Commitment Award


Wharton Africa Business Forum, Director of Social Media Marketing

Generated engaging content (20-30 posts/week) promoting 23rd

Annual Africa Business Conference

Designed & implemented social media marketing plan; increased web traffic 2,000+% driving ticket sales

Management Leadership for Tomorrow (MLT), MBA Prep Program Fellow

Led 6-month initiative to create Women of MLT Programs Affinity Group serving 100+ female fellows

Obtained $50K from 250+ Program Fellows in role as West Coast Cohort Giving Campaign Captain

09/2015-12/2015

03/2014-03/2015

MATTHEW MATTHAEY 225 S 18

th Street, Apartment 422. Philadelphia, PA 19103

P: 646-354-3253 E: [email protected]

EDUCATION



GMAT: 770

CORNELL UNIVERSITY

Bachelor of Science in Industrial and Labor Relations

GPA: 3.7

Philadelphia, PA

2015-2017

Ithaca, NY

2007-2010

EXPERIENCE

GOOGLE INC.

MBA Intern, Service Delivery Management

Mountain View, CA

Summer 2016

Developed operational model for Google’s newly formed Service Delivery Management team, enabling Finance division to

scale with firm’s growing business by delivering quality, consistency, and efficiency in its strategic outsourcing partnerships

Analyzed resource utilization, performance assessment, and process defect data to identify effective levers to drive improved

resource performance. Built dynamic models to incorporate new data and continue delivering management insights

YORK CAPITAL MANAGEMENT

Associate, Market Risk Management

New York, NY

2012-2015

Developed new strategies for portfolio managers (PMs) to manage their risk exposures and understand their funds’ behavior in

various market environments by analyzing portfolio exposures, returns, and transaction activity

Proposed and implemented innovative hedging method in 2013 by utilizing long-dated futures to reduce risk more cheaply and

effectively than existing catalyst-driven index option approach

Challenged and overturned York’s firm-wide assumption that all credit instruments share a sensitivity to the S&P 500 of 30%.

Conducted statistical analysis to determine that true sensitivity to equity markets is more accurately estimated by accounting

for duration, credit quality, asset type, and country of issue, and implemented strategy for PMs to identify their most sensitive

credit assets

Advised PMs on risks associated with entering new asset classes (e.g distressed solar power facilities and shipyards).

Researched and presented on industry trends and position liquidity. Proposed effective hedges to protect funds from declines

in local energy prices and global shipping rates

Monitored market risk exposure of York’s $25B funds on daily basis. Generated exposure reports summarizing portfolio

Value at Risk, equity market sensitivities, position concentration, duration, and spread duration to better inform portfolio

management process

Developed financial models that generated static and time series portfolio exposure and performance data for portfolio

managers, investors, regulators, and industry groups

NOMURA SECURITIES INTERNATIONAL

Analyst, Operational Risk Management

New York, NY

2010-2012

Managed operational risk for Asset Management division by conducting risk and control self-assessments (RCSAs). Met

quarterly with COO and CCO to discuss implementation of process controls to mitigate operational risk events

Represented the Americas in global working group tasked with developing operational risk management system that

integrated all components of Nomura’s operational risk framework. Trained users on deployment of system modules

Selected as representative for the Americas in global talent pool of high-performing junior risk analysts. Met regularly with

risk's global CAO to review department's output, suggest improvements, and oversee implementation of changes


Eagle Scout, Finance Committee Chairman – Boy Scouts of America Troop #1 2006, 2010 – Present

Foster environment in which youth learn the “Skills of Leadership” through active, practical skill application

Lead 5-member Finance Committee to manage and invest troop’s $40,000 endowment and ensure program’s long-term

viability

Annual Alumni Interviewer - Cornell Alumni Admissions Ambassador Network 2010 – Present

Interests: Amateur beer brewing, camping, adventure travel, and cycling. Avid reader of contemporary fiction and narrative non-

fiction

SISI MESSICK 801-875-9940 | 575 S. Rengstorff Ave, Apt #111, Mountain View CA 94040 | [email protected]

EDUCATION



Philadelphia, PA

2015-2017

Recognition: Awarded two-year Wharton MBA Fellowship for exceptional personal and professional achievement

Leadership: Innovation and Design Club and Storytellers Club; Director of Innovation Summit 2016 in NYC

Active membership: Tech, Greater China, and Data and Analytics Clubs

Competition: Finalist in Wharton People Analytics Case Competition, Runner up in Penn Design Challenge

Relevant classes: Intro to R Programming, Technology Strategy (Teaching assistant), Managing and Competing in China

Selected to participate in the Semester in San Francisco program focused on entrepreneurship and technology

BRIGHAM YOUNG UNIVERSITY

Bachelor of Arts, Major in International Relations; Graduated Cum Laude

Provo, UT

2007-2011

GPA: 3.88/4.00; Graduated from the Honors Program (Undergraduate thesis; ~2% honors graduation rate)

Presidential Scholarship (merit-based; 0.6% award rate); David M. Kennedy Scholar (merit-based departmental scholarship)

Chapter President of Golden Key Honor Society; Editor-in-Chief of Sigma, Political Science Undergraduate Journal

EXPERIENCE

Apple

MBA Intern, Retail Technology

Collaborated with engineering and marketing teams in the design and development of two new internal

mobile and web applications; wrote technical acceptance criteria for features and ran planning meetings

Analyzed and initiated quality improvement processes in current software development model

Presented insights and recommendations to increase software development quality to senior leaders, which

were accepted and will be implemented in the next fiscal year

MicroBenefits

Director of Account Management

Cupertino, CA

2016

Shanghai, China

2013-2015

MicroBenefits is a tech startup that provides mobile education and livelihood training to Chinese factory workers

Developed strategic accounts such as Nike, Jabil, and Apple to become $1.5 million USD+ contracts

Built up account management team of 14 to ramp up operations to handle 18 times growth in user base within one year

Identified team bottlenecks to shorten program implementation cycle by 60% in terms of working days

Pitched potential investors as part of the leadership team for a $10 million USD Series B round of funding

Account Manager 2011-2013

Devised go-to-market strategy and led a team of 6 to open up the market in Pearl River Delta

Drove the creation of a new mobile educational product with product team and generated sales with only a prototype during a

major strategy pivot

Led product team to live in worker dorms for a few days each quarter to truly experience the lives of our end-users

Presented our livelihood solutions for Chinese workers at the 2012 G20 Summit in Mexico City, garnering company

recognition as one of the world’s five most innovative inclusion solutions for the working poor

Office of US Trade Representative (USTR), US Embassy

Legal Research Intern

Beijing, China

2010

Collaborated with Washington DC agencies to evaluate Chinese government policies affecting renewable energy industry


Languages: Native in English, Mandarin and Cantonese Chinese

Tech Skills: Basic in R Programming and SPSS

Volunteer: President of local organization for teenage girls in China to build confidence and skills (2011-2015)

Interests: Playing the Zither (古筝 – ancient Chinese instrument) especially during typhoons, Making sushi, Playing squash,

Explored 24 countries (favorite: Myanmar)

MAKA NATADZE [email protected]

2101 Chestnut St. Philadelphia, PA 19103 +1-267-804-3133

EDUCATION


Master of Business Administration Candidate; Major in Finance and Strategy Management

Clubs membership: General Management, Data Analytics, Public Speech, Tennis, Europa

VP of Marketing for Wharton People Analytics Conference 2016; VP of Marketing for Europa Club

Member of winning team in Big Idea Challenge (6 team members among 210 students)

Wharton Guide program – mentor for undergraduate students

GMAT Score: 740 (97%); V: 41 (94%); Q: 50 (88%)

Philadelphia, PA

2015-2017

TBILISI STATE UNIVERSITY

Bachelor of Business Administration, Major in International Business

Tbilisi, Georgia

2002-2006

Admitted one year prior to High School graduation - youngest student to be admitted; awarded full scholarship for academic

excellence at entry exams (16 of total 45 students); received stipend for excellence in studies (20 of total 300 students)

EXPERIENCE

AMERICAN NURSES ASSOCIATION Washington DC

Summer Intern, Business Analyst for Data Repository and Business Intelligence Project 08/2016 – 09/2016

Met all members of top and middle management team to discuss business processes related to their activities and identify data

storage and data analytics business needs

Developed data management strategy; created business requirements document for the Business Intelligence project

AMERICAN GUARDIAN LIFE INSURANCE COMPANY New York, NY

Summer Intern at COO’s Office 06/2016 – 08/2016

Worked on workplace strategy involving change management process across the whole company

Was involved in two M&A deals: participated in meetings with investment bankers, analyzed data and financial models

Completed other special assignments by COO

BANK REPUBLIC, SOCIETE GENERALE GROUP Tbilisi, Georgia

Head of Business Intelligence Department 2013 – 2015

Reorganized Business Intelligence Department and recruited team; was one of the youngest management team members;

Developed and implemented retail database management process for cross-selling, up-selling, customer acquisition and retention. As

a result, 11% of targeted deals were permanently converted into sales

Conducted market study, consumer behavior analysis, projections and profitability analysis for new products and campaigns;

Generated proposals for network development, including projections and profitability analysis, resulted in opening 5 new full-scale

branches from 2013 to 2015

Represented business in CRM project: built business case, participated in vendor selection, collected business requirements

BANK REPUBLIC, SOCIETE GENERALE GROUP

Project Manager

Tbilisi, Georgia

2012-2013

Led two strategic projects on special assignment by Deputy CEO: 1) Establishment of dedicated business line for affluent customer

segment; 2) Transformation to Relationship Banking Model involving reorganization of branches

Performed customer segmentation; identified need, location, job description and profile of prospective Personal Bankers

Prepared training materials for 12 Personal Bankers who manage 3% of bank’s retail customers, holding 40% of retail loans

Created a model to estimate workload per front office employee for 35 branches, planned calculation-based task redistribution and

identified post-transformation number of employees needed for each branch

Organized and implemented change management process involving 300 employees, resulting in staff optimization

BANK REPUBLIC, SOCIETE GENERALE GROUP

Front Desk Quality Coordinator / Senior Quality Officer / Quality Officer;

Tbilisi, Georgia

2008-2012

Implemented customer complaints management process, analyzed reasons (tactically and systematically), monitored the process

Conducted Qualification Attestation for up to 400 employees, transformed process to remote online format from paper-based,

resulting in increased time-efficiency and travel cost savings (overall process optimized from 1 month to 2 days)

Headed monthly Quality Group meetings of 20 employees from various units of the company. Goal of the meetings - to identify

challenges in existing processes and brainstorm about proposals for improvements; led the meeting follow-up process

BANK REPUBLIC, SOCIETE GENERALE GROUP Tbilisi, Georgia

Retail Sales Officer / Front Desk Officer / Account Manager 2004-2008

Was youngest team member across the company for 3 years; received highest performance evaluation in a 14-member team;

was promoted twice in 4 years


Languages: Fluency in Russian and Georgian

Awards: Double winner of National Olympiad in Mathematics; winner of National Olympiad in Physics; golden award

winner for Quality Management among all Societe Generale subsidiaries

Interests: tennis, skiing, reading, animal welfare

SUDHANSH NERAVETLA 2101 Market Street Unit 1203

Philadelphia, PA 19103

937-215-2120

[email protected]

EDUCATION


Master of Business Administration Candidate, Intended Majors in Finance and Data Analytics

Wharton Energy Club, VP of Education and Speakers

Potential Energy (a USAID DIV portfolio company), Consultant

Wharton GUIDE, Finance, Politics and Public Policy, PE/VC, Social Impact, and Tech Clubs

GMAT: 770

Philadelphia, PA

2015-2017

NORTHWESTERN UNIVERSITY

Bachelor of Arts in Mathematics and Economics

Evanston, IL

2004-2008

National Merit Scholar

Northwestern University Club Table Tennis

Kellogg School of Management, Research Assistant

Robotics Design Competition, Team Captain

campusCATALYST (a community-focused, pro-bono consulting organization), Consultant

EXPERIENCE ENPHASE ENERGY

Product Management Intern

Petaluma, CA

Summer 2016

Determined the specifications of a consumer-facing home energy management product by assessing willingness-to-pay via

conjoint analysis, user tests, and focus groups

Assessed the product-market fit for an unannounced, potentially paradigm-changing technology by performing primary

research and building a business case and model

CHATTERBOX

Co-Founder

Bangkok, Thailand

2013-2015

Chatterbox was a digital platform that reimagined the television monetization paradigm; Chatterbox had 25 employees and 300,000+ users,

raised ฿40,000,000, and was the #1 Social Media App in the Thai App Store

Managed day-to-day business operations: Led product development, user acquisition, and market testing; negotiated and

managed partnerships with networks, advertisers, retailers, and other key players

Authored business plan and created roadmap for product development strategy and market expansion strategy

Expanded business and built 11 person team in India after evaluating East, South, and Southeast Asian TV and media

ecosystems for best fit by analyzing dynamics between audiences, content producers, TV networks, and advertisers

TRADITUM GROUP/GAMBIT TRADING

Discretionary Trader, Director of Analysis

Chicago, IL

2008-2012

Developed and executed trading strategies of medium to high frequency using proprietary indicators, technical indicators,

order flow, pattern recognition, and market and economic data; focused primarily on US Treasury futures and Eurodollars

Managed positions of notional value exceeding $500mm with the mandate of maximizing risk-adjusted returns on capital;

achieved annualized return on capital of over 50% for duration of career

Managed teams of 2 to 7 quantitative analysts and traders by defining problems and objectives, educating team members on

data or trading concepts as necessary and overseeing execution

Launched entry into commodity, equity index, and foreign exchange markets by creating system to record, manipulate, and

analyze data for chosen securities

Built proprietary model in Excel which management used for risk management and traders used to drive trading decisions


HEART HEALTH NOW Springfield, OH

Co-founder, Vice-President 2007-PRESENT

Published Salt Kills to educate the mass audience about the dangers of salt consumption and Salt: Black America’s Silent

Killer to highlight special concerns for the highest risk population

Interests: Classical and pre-modern histories, Ethnic cuisines, Belgian Trappist Ales, Football, Basketball, Tennis, Cricket

ANAGHA PRASAD 1930 Chestnut Street, #10G


913-558-9275

[email protected]

EDUCATION



Philadelphia, PA

2015-2017

Leadership Fellows, MBA Mentor for MGMT 238 (undergraduate seminar taught by Adam Grant); member of Wharton’s

Consulting Club, General Management Club, Technology Club, Wharton Women in Business, Wharton Impact Investing

Partners, and Return on Equality Coalition.

BROWN UNIVERSITY

Bachelor of Arts, Majors in French Studies and International Relations

Providence, RI

2006-2010

GPA: 3.97, Phi Beta Kappa, magna cum laude, Senior Award for Excellence in French.

Editor-in-Chief of Brown Journal of World Affairs, biannual foreign policy publication with circulation of 7,000 copies,

readership in 73 countries, staff of approximately 30 editors, and $7K annual budget.

EXPERIENCE

ACCENTURE

Business Strategy Consultant

Istanbul, Turkey

Summer 2016

Managed needs assessment of Syrian refugee population in Turkey, including literature review, in-depth primary and

secondary research (50+ sources), stakeholder map of 125 social service providers, and analysis of Turkish labor law.

Constructed partnerships plan focused on technology, finance, and education sectors, with sector-specific landscape

assessments, outreach strategies, and eight-week implementation timeline.

Designed external marketing presentation to highlight Accenture’s social impact in Turkey, value proposition in international

development sphere, and expertise in refugee livelihoods.

CAMBRIDGE INNOVATION CENTER

Innovation Ecosystems Policy Lead

Aide to the CEO

Cambridge, MA

2014-2015

2012-2014

Developed new role to focus on growth strategy and build partnerships in new markets, determined core responsibilities

based on team needs; recommended new role to CEO.

Led analysis of pipeline, time-to-market assumptions, and selected target locations to develop long-term expansion/market

entry strategic plan with Managing Director, Global Director of Expansion, and CEO.

Constructed model for evaluating viability of expansion opportunities based on qualitative and quantitative analysis of real

estate market behavior, location-specific demographics, and industry trends.

Cultivated strategic relationships with mayors, city councilors, legislators, real estate developers, and business leaders in

target markets.

Spearheaded planning and execution of Elizabeth Warren’s first visit to CIC, including coordination with senatorial staff and

press and organization of roundtable with five “showcase” entrepreneurs to represent CIC.

Conducted surveys on geographic distribution of 1000+ active clients, analyzed data via Excel, and transformed results into

infographics and presentations to executive management team.

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY & POPEO, PC

Project Analyst

Boston, MA

2010-2012

Managed client relationship in successful I-360 (VAWA) petition to USCIS.

Administered $12K annual analyst budget; led on-campus recruiting for select target schools; recruited and hired 12 analysts.

Selected as one of five analysts from 350+ applicants to participate in a self-managed rotational program in firm’s practice

areas and ML Strategies (government affairs consulting affiliate).


Positions: Former President of the Brown Club of Boston (managed Board of Directors of 20+ members, $25K annual

budget, university relations, and marketing/outreach to connect 7,000+ Greater Boston alumni).

Interests: Vegetarian cooking, foreign language study.

Languages: Native speaker of Kannada. Fluent in French. Conversationally proficient in Japanese.

TOBY PRATT 265 S 22

nd Street, Apartment 2F | Philadelphia, PA 19103

917-593-2310 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance 2015-2017

GMAT: 770 (99th

percentile). Wharton Director’s List (top 10% GPA) Fall 2015 and Spring 2016

Activities: Wharton FinTech (Director); Entrepreneurship, Investment Management, Boxing, and Basketball Clubs.

GEORGETOWN UNIVERSITY Washington, D.C.

Bachelor of Arts, Economics, History Minor, graduated Cum Laude. GPA: 3.6 2001-2005

EXPERIENCE TOUCHDOWN VENTURES Philadelphia, PA

MBA Associate Summer 2016

Performed due diligence on startups from seed to growth stages and managed deal pipeline for major media client

Conducted industry research focused on digital media and other consumer-focused businesses

Compiled and helped present investment strategy and bi-weekly investment materials for our media client CAPSTONE INVESTMENT ADVISORS, LLC New York, NY Portfolio Manager, Credit and Equity Opportunities Group 2011 – 2014 Capstone is a multi-strategy hedge fund with a core focus on volatility trading and ~$3 billion in assets under management

Managed individual capital allocation of ~$150 million as part of the Credit and Equity Opportunities group; generated ~5%

annual returns on a market-neutral portfolio with strict drawdown limits

Focused on event-driven U.S. equity situations including announced mergers, potential mergers, spinoffs, sum-of-the-parts

scenarios, corporate restructurings, and other value-unlocking catalysts

Combined fundamental, scenario, and volatility analysis to structure attractive risk/reward trades; collaborated with convertible

bond portfolio manager to structure cross-asset trades when applicable

Communicated investment process, specific trade examples and market color to investors via periodic written reports

Initiated implementation of and oversaw a team-based “best ideas” portfolio which subsequently became the top-performing

portfolio out of five in the group Assistant Portfolio Manager, Special Situations Group 2010 – 2011 Researched trading opportunities across the event-driven universe and proposed trade ideas for portfolio inclusion

Performed fundamental analysis on equities, including sum-of-the-parts valuation, stub trades, LBO potential, buyer accretion,

and comparative valuation.

Outperformance of trade ideas and quality of work led to becoming the youngest employee promoted to portfolio manager

Trading Assistant/Junior Trader, Volatility Relative Value Group 2008 – 2010 Executed and entered trades, resolved trade breaks, wrote market updates, monitored portfolio volatility exposures and variance

swap positions, trained four new hires and automated processes using VBA-based spreadsheets

Implemented volatility trades in individual stocks and indices based on relative value, skew, and term structure analysis

Selected for three-month assignment at Capstone’s Singapore-based fund in order to develop single stock option trading

capabilities across Asian markets. Worked with sell side to gather data and built spreadsheets to perform volatility analysis

MORGAN STANLEY New York, NY

Analyst, Fund-Linked Derivatives 2006 – 2007 Analyzed and monitored derivative products linked to hedge funds and funds of hedge funds

Built Excel models to monitor trades and backtest the group’s products, including leverage and principal protection products

Structured potential trades by writing term sheets and creating presentations for both internal and external use

Conducted due diligence on underlying funds’ portfolios to assess risk


Excellent conversational and written Spanish

Proficiency with Bloomberg, Capital IQ, Orc Software, Redi Plus, and working knowledge of VBA

Interests include golf, basketball, craft beer, and travel (have visited all seven continents)

JORGE A. RAMIREZ 2300 Walnut St. Apt 725 ● Philadelphia, PA 19103 ● (760) 234-8037 ● [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Entrepreneurial Management GMAT: 740

Philadelphia, PA

2015-2017

Leadership: Small Business Development Center, Business Building Consultant; selected through competitive process to

advise small business owners on near-term goals such as business plan writing, financing, growth planning, and marketing

Clubs: Consulting (VP - Member Education), Founders, Technology, Wharton LatAm Student Association (VP - Careers),

Wharton Hispanic American MBA Association, and Comedy Clubs

Awards: Awarded Wharton MBA Fellowship in recognition of exceptional professional and personal achievement

STANFORD UNIVERSITY

Bachelor of Science in Computer Science; Major in Human Computer Interaction

Stanford, CA

2006-2010

Leadership: VP, Hispanic Engineering Society; Academics VP, LatAm Entrepreneurs; TA, Computer Science Department

Achievements: SHPE National Academic Olympiad - Stanford Team Finalist 2008

Senior Project: ‘Top 3’ mention in Stanford Computer Science Department 2010 newsletter – RoboMathsters

Capstone Project: Interactive table-top word-building game for design-thinking course – Trianguletter

EXPERIENCE

ACCENTURE New York, NY

Business Strategy, Consultant Summer 2016

Identified need for up to 10% SKU rationalization and brand divestments along with opportunities to close gaps across IT

and Finance by performing demand forecasting analysis and capability assessment for $4B diversified CPG client.

Managed client relationship with the CIO and direct reports by leveraging previous technology expertise.

Accelerated time-to-completion of multiple cross-team deliverables by creating excel macros to automate data cleanup.

Reached semi-finals of case competition, which led to managing director using the deck for an introductory client discussion.

GOLDMAN SACHS Jersey City, NJ

Strategic Client Services, Business Software Engineer / Analyst 2014-2015

Managed eight software developers and contractors for a major strategic uplift of sales attribution system.

Directed monthly upgrades to reduce delivery time, risk, and support requirements of audit-critical monthly reports by 30%.

Web and Mobile Digital Distribution, Business Software Engineer / Analyst 2011-2014

Designed and built, alongside a media vendor, a branded iPad application used by over 100 internal wholesalers as an access

point to financial product materials. Delivered upgrades, including email capabilities and usage analytics.

Formed and led web analytics team to provide upper management with quarterly business insights and recommendations.

Co-managed six contractors to deliver scope, requirements, and testing plans for the new Sales iPad application.

Collaborated with three team leads across the division to identify and replace demised hardware and software as part of a

server infrastructure migration plan, which reduced cost and technical risk for software applications.

Delivered cloud computing enhancements for public website, which increased availability, mitigated risk of external attacks,

and reduced page load times by 38%.

eCommerce and Marketing Distribution, Business Software Engineer / Analyst 2010-2011

Created configurable software templates, which reduced time to launch 14 country-specific websites from 15 to 5 days each.

Streamlined a data flow across four teams, which improved accuracy of fund pricing data on public website from 80 to 99%.


Technical Skills: Experienced in Excel VBA, SQL, Java, C++, Unix, Python, web technologies, and data analytics

Professional Development: Management Leadership for Tomorrow (MLT) - MBA Programs Fellow - Class of 2015

Philanthropy: Founded and continue to advise organization aimed to raise Hispanic cultural awareness via yearly community

projects led by high school students; provided more than $50,000 of scholarships to high school students through fundraisers

Volunteer Engagement: Volunteer Team Captain Start Small Think Big serving low-income entrepreneurs; Alumni Mentor of

2013 Careers Program, Sponsors for Educational Opportunity (SEO); New Analyst Program Case Study Mentor, Goldman Sachs

Languages: Native Spanish speaker

Interests: Cooking, obstacle races, snowboarding, stand-up comedy, and behavioral psychology

ALLEGRA M. RICHARDS 1811 Chestnut Street #807, Philadelphia, PA 19013 | +1-617-412-6767 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate; Majors in Management & Operations

Master of International Studies Candidate; Focus in French Language & Francophone countries

Philadelphia, PA

2015-2017

Appointed Leadership: Leadership Venture Fellow Program Coordinator (peer co-leader for ventures program) & Venture Fellow (Patagonia); General

Management Club VP of Careers; Omnicom Communications Fellow; P3 discussion facilitator.

Active Member: Technology Club, Marketing Club, Food Club, Dance Studio, Wildman Hockey.

Awards: Daughters of the American Revolution and Italian American Women of Today scholarships; Lauder Fellowship.

Global Knowledge Lab: Masters’ thesis on sustainability and urban migration in Southeast Asia.

HARVARD COLLEGE

Bachelor of Arts in English; Minor in Visual & Environmental Studies with Honors

Cambridge, MA

2005-2009

Thomas H. Wood Award for Excellence in Journalism; Staff writer, The Harvard Crimson and The Harvard Independent.

Executive Producer/Director, Harvard-Radcliffe Drama Club; Co-President, International Students Society (600+ members).

EXPERIENCE

PROCTER & GAMBLE

Assistant Brand Management Intern

Cincinnati, OH

Summer 2016

Led cross-functional team to determine branding, pricing and e-commerce channel strategy for IoT smart plug-in device;

Winner of intern-wide Snapchat Hackathon brand challenge; briefed winning Snap Story to P&G Chief Management Officer.

Managed joint brand-agency team in creation of in-store visual campaign; briefed recommendations to senior management.

Conducted data-driven meta-analysis of target consumer groups for $3bn+ Air Care segment.

BOOZ ALLEN HAMILTON McLean, VA

Senior Consultant 2014-2015

Strategic Thinking

Provided strategic guidance and technology communications support to executive leadership at the Office Director of National Intelligence, the

government agency that oversees all 17 U.S. intelligence agencies.

Designed and implemented a comprehensive communications strategy for an Intelligence Community-wide multi-year technology overhaul.

Project Management & Communication Skills

Developed speeches and talking points for the ODNI Director and CIO on technology security, innovation and overall intelligence strategy in preparation

for forums with White House officials, military counterparts and public stakeholders.

Managed over 10 new communications product lines from concept to delivery that were shared with over 20,000 senior-level business, technology and

government stakeholders to advance Intelligence Community objectives, including town halls, online media channels and internal communications.

CENTRAL INTELLIGENCE AGENCY

Officer, National Clandestine Service (details remain classified)

Promoted from GS-8 (entry-level) to GS-11 (team-lead)

Langley, VA

2011-2013

Leadership & Collaboration

Recipient of Exceptional Performance Award and Community Award for leadership, mission impact and demonstrated integrity.

Managed cross-functional team responsible for intelligence gathering in region of Asia; directed analysis and evaluation of intelligence information

quickly and effectively in response to international political crisis under high pressure conditions.

Evaluated economic security intelligence for region of Middle East; briefed White House National Security Council and senior Department of Treasury

officials on fast-breaking economic developments; developed intelligence gathering strategic priorities; coordinated with military and government

counterparts to determine intelligence gathering requirements which improved the intelligence gathering process.

Analytical Skills

Conducted technical analysis of multi-country European terrorist network; analyzed complex threat information to trace origins, activities and potential

points of weakness; presented findings to senior counter-terrorism officials; developed and implemented plan which successfully dismantled network.

Evaluated key intelligence information performance indicators; analyzed metrics to assess the impact of incoming intelligence information; developed

information management improvements which doubled the number of intelligence reports delivered to senior policymakers over six-month period.


Languages: Fluent in French and Italian; Beginner in Arabic, Swahili and Russian.

Interests: Travel (35+ countries, lived in five), oil painting, gluten-free cooking, Early Modern history, Ashtanga yoga.

Additional Internships: The White House (2010); The Associated Press (2009); The Clinton Foundation (2008).

Volunteerism: Board member for Foyer de Sion (nonprofit supporting Haitian orphanage), GUIDE Undergraduate Mentor.

NAOKO SABURI 2300 Walnut Street, Apt 415


267-275-1443

[email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance and Accounting

Philadelphia, PA

2015-2017

Member of Wharton FinTech, Private Equity & Venture Capital Club, Consulting Club, Wharton Women in Business,

Japan Club (VP of Marketing & Communications), and Tennis Club

HITOTSUBASHI UNIVERSITY

Bachelor of Social Sciences

Tokyo, Japan

2007-2011

Concentrations: Sociology, Immigration and globalization

Extracurricular: Resident volunteer on firms in New Zealand in March 2011. Participated tree planting in national

forest reserves

EXPERIENCE

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Debt Capital Markets Division, Investment Banking Business Unit

Associate, Samurai Bonds Arrangement

Tokyo, Japan

2014-2015

Advised multiple financial institutions and government agencies in Oceania and Eastern/Northern Europe. Won a

mandate from NAB (US$0.9bn) by planning marketing strategy as the account manager

Supervised 4 analysts (including 1 direct report). Trusted communicator within a broad banking group including

MUFG and Morgan Stanley

Navigated team from 6th to the 2nd of Samurai bonds league table for 2014, by bringing out a novel idea from members

outside of the team and executing this US$1.5bn deal

Analyst, Samurai Bonds Arrangement and Investment Banking Recruiting

2012-2014

Designed standardized status report within the team to encouraged sharing know-how across titles, and proposed co-

working system with 6 other teams in Debt Capital Markets in compiling market data package

Capitalized on opportunity to win a mandate for US$1.3bn Samurai bonds transaction in absence of account managers, by

collaborating with the syndication, documentation, due diligence teams, and Australian coverage bankers

Selected member of the Investment Banking unit’s recruiting team. Organized recruiting events and mentored 4

prospective new graduates. Lectured at alma mater for 500+ students seeking jobs

Analyst, Japanese Corporate Bonds Arrangement

2011-2012

Advised Toyota’s affiliate companies, railways, construction companies, and trading houses

Arranged and executed 18 corporate bonds issuance annually

MP Advisors

Intern, International Sales

Vadodara, India

2009

Acted as a sales representative in the cross-cultural consultancy/research firm with focus with Pharma/Biotech sectors

Cold-called to potential clients (mainly fund managers in Japan). Secured one trial contract with a leading life

insurance company in Japan


Interests: Traveling (visited 20+ countries), tennis, yoga, reading, acoustic guitar

Languages: Native speaker of Japanese

Certification: Securities Sales Representative Class-1 (JSDA), 2nd-grade Certified Skilled Worker of Financial

Planning (Japanese Government, Ministry of Health, Labor and Welfare)

ADNAN SAJJAD 2400 Chestnut Street, Apartment 1110, Philadelphia, PA 19103 • 314 – 814 – 9995 • [email protected]

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA MBA Candidate; Majoring in Business Analytics, Finance, and Marketing & Operations

Philadelphia, PA

2017 Honors: Director’s List (Top 10% of the class, Spring 2016). Leadership: Leading Wharton’s Purpose, Passion, and Principles (P3) program with leadership office and faculty;

Consulted Dana Farber (Harvard) cancer institute on strategies to improve cancer care protocols in sub-Sahara Africa. Involvement: General Management, Technology, Public Speaking, Mountaineering, and Tennis clubs. NATIONAL UNIVERSITY OF SCIENCES & TECHNOLOGY Bachelor of Engineering; Major in Electrical Engineering

Islamabad, Pakistan 2008

Honors: Dean’s List (Top 10% of the class, GPA: 3.65/4.00). Leadership: Awarded Rector’s Gold Medal by Prime Minister of Pakistan for developing prototype of a commercial drone. EXPERIENCE STRATEGY& - part of the PwC Network (formerly Booz & Company) Senior Associate Intern

Chicago, IL 2016 Devised global manufacturing transformation strategy and a next generation production system, with client engagement

team, aimed at achieving $300MM recurring cost savings across all business categories of a Fortune 500 chemicals business. Developed functional competency models to drive desired culture and capabilities needed to achieve operational excellence. Analyzed client’s operating costs against industry benchmarks to quantify savings opportunities across all cost elements. PROCTER & GAMBLE Europe/Asia/Africa Ranked in top performance tier (top 20%) and as a “high-potential employee” in the region from 2010 – 2015. Supply Chain and Quality Assurance Manager, Pakistan 2014 – 2015 Modeled operating strategy and optimal capacity expansion master plan for a new $75MM manufacturing facility; steered

project delivery team and apprised company executives of weekly project status. Co-led development of accelerated technology transfer program and recruitment, onboarding, and training strategy for 120 new hires of a new manufacturing plant, resulting in cost avoidance of $7MM vs. existing best practice. Collaborated with multifunctional and multicultural teams (R&D team in Germany, Procurement team in UAE and Planning team in Egypt) to set up a produce-to-demand ready supply chain and achieve 35% inventory reduction vs. base.

Manufacturing Excellence Leader, Nigeria 2014 Trained 100 employees across three business categories on lean manufacturing systems. Designed and deployed various loss identification and elimination tools, resulting in 10% manufacturing cost and 15% inventory reduction in six months. Restructured organization and roles & responsibilities to increase organization’s productivity (volume/ headcount) by 100%. Redesigned reward & recognition system to improve employee morale and reduce employee attrition from 10% to 2%.

Manufacturing Operations Department Manager, Nigeria 2012 – 2013 Managed a $70MM diaper production business (45% business share) and an organization of 240 individuals in a unionized environment through direct management of 30 employees for P&G’s fastest growing market (36% year-on-year growth). Convinced 150 experienced employees to transfer to a $250MM new site (200 miles away) over a two-year period, while delivering 30% year-on-year volume growth; devised and implemented facility shutdown and migration plan. Mentored and developed seven direct reports to take key department manager positions across different functions. Created a software program to collect and integrate information from SAP, production line controllers, and web based team collaboration tools to generate real-time reports used in daily decision making and direction setting process.

Technical Support Department Manager, Nigeria 2011 – 2012 Promoted from line manager to department manager two years ahead of average time for the category. Analyzed, identified and eliminated manufacturing inefficiencies through team management of four managers and 18

technicians to reduce manufacturing cost by 40%, making business profitable for first time in 12 year history in Nigeria. Process Engineer, England / Germany 2008 – 2011 Awarded ‘P&G Recognition Award’ four times, given to 5% of organization for exceeding performance expectations.

ADDITIONAL INFORMATION Interests: Mountaineering (K2 base camp expedition); Traveling (Travelled to 25+ countries); Sports (Squash, Tennis). Technical skills: Computer programming (VBA, C++, Matlab, R), PLC programming, Lean manufacturing, and SAP. Languages: Punjabi (native); Urdu (fluent); Hindi (conversational).

NICOLE L. SCHNEIDMAN 2200 Pine Street, Unit 107 Philadelphia, PA, 19103 • 602-448-9498 • [email protected]

EDUCATION

THE WHARTON SCHOOL & PENN LAW, THE UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Master of Business Administration & Juris Doctorate (Concentration in Strategic Management and Marketing) 2013 – 2017

Honors: Toll Public Interest Scholar (one of 5 law students selected for record of service, academic success and leadership),

Whitcome Fellow (MBA scholarship recognizing leadership in social impact), Lipman Prize Fellow and Program

Coordinator (appointed as one of 12 students to award international philanthropic prize; elected to lead program), Wharton

Impact Investment Fellow (chosen to source $1 million investments in double-bottom-line startups)

Activities: Urban Ventures Project (Director), Business Plan Competition Organizing Committee (Director of Social Impact), Penn

Restorative Entrepreneurship Program (Associate Director), Social Impact Club, and Technology Club

GEORGETOWN UNIVERSITY Washington, DC Bachelor of Arts in History & English, magna cum laude, Phi Beta Kappa 2005 – 2009

Activities: Writing Center Tutor, Teaching Assistant; Editor of Mentis Vita: Undergraduate Journal of Scholarship

EXPERIENCE

BLUESHIFT, LLC & ENCOURAGE CAPITAL (impact investment legal advisors and fund managers) Phoenix, AZ

Project Management and Impact Investment Intern Summer 2016

Researched the potential returns of water savings transactions including the integration of green infrastructure by municipalities,

conversion to water efficient crops, and improved ranching practices in the Colorado River Basin.

Identified over 150 sites for the investment of $100-million in conservation deals and screened these sites to select optimal pilot

transactions; recommended sites and strategy for scale were accepted and are being implemented by management.

COOLEY LLP (national startup and technology law firm) Palo Alto, CA

Summer Associate Summer 2015

Drafted formation and financing documents for startup and benefit corporations involved in 25 transactions including venture

financings and initial public offerings; advised companies on growth-stage legal concerns such as intellectual property protection.

GOODCOMPANY VENTURES (first U.S. accelerator for double-bottom-line companies) Philadelphia, PA

Manager of the Mission Related Investments Project Spring 2015

Interviewed and organized social entrepreneurs, foundation managers and their allies to assess critical gaps in the impact

investment field in Philadelphia, Washington, D.C., and New York City; researched strategies to address these gaps, resulting in

three online publications on mission-aligned investing to establish the accelerator as an information resource for impact investors.

CUTTING EDGE CAPITAL (boutique law firm and consulting group for social enterprise) Oakland, CA

Intern Summer 2014

Analyzed 33 states’ crowdfunding laws to ensure compliance of clients’ fundraising campaigns and the JOBS Act to plan for firm’s

launch of an equity crowdfunding platform; assisted in preparing prospectuses for direct public offerings raising $2.5 million.

SONORAN INSTITUTE (conservation policy center for the Western United States) Phoenix, AZ

Project Management and Community Outreach Consultant 2012 – 2013

Assessed to what extent a three-year pilot optimized nonprofits’ resource allocation; determined the program led to a 15%

improvement in resource use through 30 participant interviews and site visits across three states; created a project plan to make the

program widely accessible and more cost effective through an online training portal.

CITIZEN EFFECT (crowdfunding platform for social enterprise and nonprofits) Washington, DC

Strategic Initiatives Manager, Citizen Philanthropist Manager 2009 – 2012

Scaled crowdfunding platform from 50 fundraisers in three cities to 550 fundraisers nationwide in one year; managed network that

raised $450,000 for international development projects in the United States, Latin America, Africa, and Asia in 2010.

Created 15-week online training program for fundraisers, improving success rate of fundraisers reaching campaign goals by 32%.

Led team of six FTEs and 15 interns in launching startup’s first domestic campaigns, Detroit4Detroit and Philly4Philly; leveraged

social media, email marketing, cross-sector partnerships, events, and direct outreach to mobilize 150 fundraisers to raise $340,000

for education, health, and community development projects in their hometowns.


Interests: Guitar playing, landscape photography, yoga, vintage vinyl, Gothic literature, and street food.

GRACE SCHUTZE 201 S. 18th Street #2210, Philadelphia, PA 19103 | 972.742.1008 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA MBA Candidate; Majors in Entrepreneurial Management and Operations, Information, and Decisions

Philadelphia, PA

2015-2017 • Leadership: Wharton Technology Club VP of Career Development, Wharton Impact Investing Partners Director • Membership: Technology Club, Innovation & Design Club, Tennis Club, Dance Studio DUKE UNIVERSITY Durham, NC Bachelor of Arts in Political Science (International Relations); Minors in Economics and Spanish 2007-2011 • GPA: 3.72/4.00; Cum Laude; Dean’s List w/ Distinction; Political Science Honors; Study Abroad Semester in Madrid

EXPERIENCE

LINKEDIN Corporate Development MBA Intern

San Francisco, CA Summer 2016

• Collaborated closely with senior executives, business operations teams, and product managers on acquisition target due diligence and long-term strategy projects

• Built business case and valuation model to assess attractiveness of potential acquisition • Led cross-functional initiative to map the competitive landscape, estimate the total addressable market, and create go-to-

market strategies for LinkedIn’s largest line of business DELOITTE CONSULTING, INNOVATION Consultant, ConvergeHEALTH by Deloitte (Deloitte’s 1st internal startup, a SaaS company) Consistently ranked in top 10% of Consultants

McLean, VA 2013-2015

• Business Development & Strategy - Selected for two-person team to lead Business Development; responsible for establishing 7 partnerships worth $300M+

with renowned health systems and informatics research institutions globally to co-develop real-world evidence SaaS analytics products for pharmaceutical and biotechnology company clients

- Led assessment of healthcare market and identified 35 high-potential health system partners globally - Spearheaded financial model, business case, and proposal development for 30+ potential partnerships, resulting in 2

closed deals projected to generate $100M+ in revenue over 5 years, enabling ConvergeHEALTH to meet its stage gates - Wrote business case that secured additional $150M investment from Deloitte partners in ConvergeHEALTH - Led Strategic Partnerships function and all vendor negotiations; led 4 cross-functional teams to put 7 complex

agreements in place for technology partners required to build ConvergeHEALTH products • Product Management

- Led 4 cross-functional teams (comprised of engineering, strategy, sales, marketing, legal counsel, executive leadership) to define requirements, architecture, and vision for 4 new potential products

- Developed business cases, financial models, and go-to-market strategies for 4 new potential products DELOITTE CONSULTING, STRATEGY & OPERATIONS Business Analyst Consistently ranked in top 10% of Analysts

McLean, VA

2011-2013

• Developed pricing and profitability strategy for a Fortune 500 industrial products company; identified $15M in unrealized revenue potential by leveraging SQL to model 3GB of raw SAP transaction data into pricing models

• Led team of 5 peers to develop and execute an operations optimization strategy for a Fortune 5 multi-national retailer; led migration of 150+ financial processes from Latin American to US offices

• Co-led team of 6 to create a strategy for advising clients on how to capitalize upon the 3D Printing tech disruption • Collaborated with 22 division leaders of a Fortune 100 health plan to strategically reengineer and implement business

processes across the organization to comply with the Summary of Benefits and Coverage Affordable Care Act regulation


Advisor to Board of Directors, Women’s Institute for Secondary Education (NGO) Muhuru Bay, Kenya 2013-2015 • Co-led $470K fundraising campaign supporting education and socioeconomic empowerment of at-risk female youth Language: Proficient in Spanish Skills/Other: Java, SQL, Excel, Tableau, Data Analysis, Cross-Functional Management; Duke Start-Up Challenge Judge Interests: International Travel (31 countries), Sketch Comedy, Documentary Photography, LatAm Literature, Tennis, Tech

AKSHAY SEHGAL18973 Sara Park Circle, Saratoga, CA 95070. [email protected]. 215-285-4454

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIAMBA Candidate; Director’s List (Fall 2015); First Year Honors (2015-16); Top 5% by GPA (2015-16)

Philadelphia, PA2015-2017

Recipient of John A Mayer (Mellon) Fellowship in recognition of outstanding academic and professional achievements Selected, with merit based scholarship, for the Semester in San Francisco program (Fall 2016) focused on technology Member of Tech Club and FinTech Club; proficient in R programming language, JMP statistical analytics software Teaching Assistant for Corporate Finance (FNCE 611), one of 9 selected out of 67 applicants; Statistics Fellow for Fall 2016 GMAT Score 760 (99%)

INDIAN INSTITUTE OF TECHNOLOGY BOMBAYBachelor of Technology Electrical Engineering; GPA: 9.6/10; Department Rank 2/40

Mumbai, India2006-2010

Ranked 99th (All India Rank) out of 300,000 candidates in IIT Joint Entrance Examination (JEE) 2006 Awarded Institute Academic Prize twice in (2006-07) and (2008-09) for ranking amongst top 10 by GPA Student Mentorship: Provided academic and social mentorship to 24 freshmen over two years

EXPERIENCECISCO SYSTEMSCorporate Strategy Intern

San Jose, CASummer 2016

Led a study into Low Power Wide Area networks (LPWA), a nascent Internet of Things (IoT) technology with a number ofcompeting standards; helped Cisco, world’s largest networking technology company, decide which LPWA standard to support

Worked cross-functionally with product managers from newly acquired IoT start-up Jasper and presented to several members ofCisco’s senior leadership team, including Cisco’s Chief Strategy Officer

LEAPFROG INVESTMENTSInvestment Officer

Johannesburg, South Africa2013-2015

One of three associates ever to be directly promoted to Investment Officer, a post-MBA role, at world’s largest PE investorspecializing in social impact investing in emerging market financial services

Co-directed commercial due diligence process and led valuation analysis for a successful $25M investment into pan African fin-tech business AFB, focused on extending credit to the underserved through the mobile channel

Implemented LeapFrog’s new social impact reporting system at a $5M portfolio investment in the Ghanaian pensions space byleading management discussions; new system has reduced reporting time by 50%

THE BOSTON CONSULTING GROUPSenior Associate

Toronto, Canada2012-2013

One of 33 selected candidates from over 200 applicants globally for the Associate Abroad program; represented BCG’sMumbai office as an ambassador to the Toronto Office

Presented to the Global Head of Strategy of Mondelez, a $70B Nasdaq listed global foods giant, recommendations on enhancingcompetitive strategy in emerging markets; strategy framework rolled out across client’s emerging market operations

AssociateMumbai, India

2010-2012 Directed a 3-person Indian banking client team in devising an emerging consumer mobile payments strategy, which the client

leveraged to launch a new payments product in collaboration with a top telecom operator Devised a home loans market entry strategy for an Indian financial services client targeting low income consumers, which the

client leveraged to launch a new home finance division the following year Conducted more than two dozen interviews of Indian consumers and business leaders and modeled future consumer spending in

China and India over the next decade, which was basis of a seminal book, The $10 Trillion Prize: Captivating the NewlyAffluent in China and India (Silverstein, Singhi, HBR Press, 2012)


Amateur dramatist: Acted in the Wharton Play 2016, a production of Larry David’s play Fish in the Dark; Previously directeda winning team of 100 students in the most prestigious university competition for musicals, the IIT Performing Arts Festival(PAF) (2009); recognized with the Team Person of the Year Award 2009

Stage performer: Performed as a lead singer for a rock band in front of a 5,000-person crowd as opening act for an Indian pop-rock icon (Kailash Kher); front-man for BCG India’s rock band “So What!” for 3 years (2010-13); currently diversifyingrepertoire by taking lessons to learn the ukulele

ZACHARY J SHECHTEL 225 South 18th Street, Apartment 1619, Philadelphia, PA 19103 | 609-273-5037 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance and Real Estate

Philadelphia, PA

2015-2017

Lead Wharton’s Portfolios with Purpose Program, a stock selection competition to benefit non-profits

President of JAMBA (Jewish Association of MBAs); selected as Omnicom Fellow (Communications TA)

Leadership Roles in Investment Management and Real Estate Clubs; GUIDE mentor to Wharton undergrads

SCHOOL OF MANAGEMENT, BOSTON UNIVERSITY

Bachelor of Science in Business Administration, Magna Cum Laude; Minor in Economics

Boston, MA

2007-2012

Founder of Value Investing Club; Luski Real Estate Scholarship, awarded to top real estate student at BU

EXPERIENCE

DAVIDSON KEMPNER CAPITAL MANAGEMENT (Hedge Fund)

Summer Associate – Merger Arbitrage and Special Situations

New York, NY

Summer 2016

Evaluated North American equity and derivative securities across industries at a $25bn hedge fund

Analyzed investment opportunities through building valuation models, meeting with management teams, conducting primary

research, and creating base, upside, and downside scenarios and probabilities

Presented investment recommendations to team; led to over $100mn of investments

PASSPORT CAPITAL (Hedge Fund)

Summer Analyst – Real Estate Investment Trusts

San Francisco, CA

Summer 2016

Researched US Equity REITS at a $5bn global, value-driven macro hedge fund

Sourced and investigated opportunities by assessing both national and local markets, forecasting rent and occupancy growth

rates, attending industry conferences, interviewing owners, developers, and brokers, and modeling potential outcomes

IMPERIAL COMPANIES (Real Estate Private Equity Firm)

Senior Associate – Acquisitions and Capital Markets

New York, NY

2014-2015

Recruited as second employee for fast-growing start-up by Michael Fascitelli, former CEO of Vornado Realty Trust

Performed detailed financial analysis including discounted cash flow valuation, comparable asset transactions, and public

market arbitrage opportunities for debt and equity real estate investments globally

Underwrote, performed due diligence, and managed deal execution for $135mn mixed-use development in Miami Beach

Evaluated personal investments for Principals by researching sectors, conducting financial analysis, and reviewing legal

documents for businesses including professional sports franchises, fitness ventures, and technology startups

ANTHEUS CAPITAL (Real Estate Private Equity Firm)

Associate

Englewood, NJ

2013-2014

Analyst / Senior Analyst 2012-2013

Selected for five-member executive committee within first three months; promoted twice within two years

Sourced and evaluated new acquisition opportunities and potential markets for expansion by conducting due diligence on

market potential, supply and demand barriers, and scalability

Assessed operational performance of more than 6,000 residential units and established and enforced property budgets

Investigated financial impact of alternative strategies, including buy vs. build and optimal labor structures; presented findings to

senior leadership to achieve buy-in and implemented with property management team, resulting in 20% cost savings

HIGHVISTA STRATEGIES (Endowment Style Fund)

Intern

Analyzed and recommended hedge fund and alternative investments; resulted in $15mn of investments

Boston, MA

2009-2011


Investing: Managed both my own and family members’ personal accounts for six years

Interests: Basketball, Live Music, Strategy Games (Settlers of Catan, Risk, Poker), Cooking (formerly a Sous Chef at a full

service restaurant), investing books (Margin of Safety, You Can Be A Stock Market Genius, Poor Charlie’s Almanack)

LIYA SHUSTER-BIER 1810 South Rittenhouse Square • Philadelphia, PA 19103

(347) 835-0250 • [email protected]

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Finance and Entrepreneurial Management

Philadelphia, PA

2015-2017 • Awards: Received the William Foster McKinney Fellowship for outstanding academic and professional accomplishments • Activities: Co-Chair 2016 Women in Business Conference; Social Impact Club (Board Member), Wildmen Hockey (Team

Captain; League Social Director), Return on Equality Coalition (Member); Leadership Venture (Andes Mountains 18k ft. summit) • Wharton Social Impact Initiative Fellow: Selected research analyst for brand-new study examining market performance and

exit scenarios for PE/VC social impact investments as compared to public market benchmarks (S&P 500 & Russell 2000) DARTMOUTH COLLEGE Bachelor of Arts; Majors in Government and Geography

Hanover, NH

2006-2010 • Selected Class of ‘82 Social Entrepreneur Fellow: Scaled Grameen micro-lending model to low-income mothers in rural Vermont • Chair of 5-Year Reunion Planning Committee | Dartmouth College Fundraiser | Rahr ’51 Award for Excellence in Geography

EXPERIENCE

MAYCOMB CAPITAL | The Community Outcomes Fund New York, NY First-time social impact private equity fund, spun out of Goldman Sachs Urban Investment Group Summer Associate Summer – Fall 2016 • Recruited by Andi Phillips, who led the Goldman Sachs Social Impact Fund, as 1st hire in the investment team • Supporting active capital raise of $100 million in domestic limited partner preferred and subordinate equity commitments • Conceptualizing and building fund model to forecast individual deal performance, portfolio IRR and expense cost basis • Leading fund formation activity, including drafting private placement memorandum and establishing relevant legal entities • Leading business operations, including developing all fund marketing materials and origination platform • Evaluating several inbound investment proposals and developing strategic partnerships to source future pipeline transactions

THIRD SECTOR CAPITAL PARTNERS Boston, MA 501(c)3 advisory firm structuring cutting-edge, cross-sector finance approaches to solve entrenched social problems Associate – Senior Associate 2013-2015 Select Transaction Experience • Advisor to Cleveland, Ohio for $5mm project aimed to reduce foster care among homeless families (launched 2014)

− Generated $425,000 of new revenue in structuring, negotiating, executing and asset managing firm’s 2nd social impact bond − Built project financing model to manage stakeholder deal economics; structured innovative debt tranche to achieve highest

IRR profile among any existing US social impact bond; deal is currently poised for most lucrative payout in the space. − Drafted all investor materials including 100-page diligence briefing memo and 47 underpinning legal contracts

• Advisor to Salt Lake City, Utah for $15mm project aimed to reduce recidivism and homelessness (est. 2016) − Invented “development bridge loan” framework for early-stage social impact bonds, financing initial project assessment − Raised $1mm in first-time impact funds from Morgan Stanley, Ally Bank, GE Capital, UBS and JP Morgan Chase

Internal Strategy and Organization • Cultivated firm’s interface with Wall Street investors, expanding relationships with Goldman Sachs and Bank of America • Supported researchers at Harvard Business School and the Brookings Institution on 2 landmark industry white papers

GOLDMAN SACHS & COMPANY Analyst – Associate | Corporate Derivatives

New York, NY 2010-2013

Summer Analyst | Securities Division rotational program 2009 • Structured and sold over $15bn in corporate currency derivative solutions for US technology and consumer retail clients • Led cross-functional team to structure $1bn hedge for large consumer retail client, growing account revenue by 600% • Co-designed a currency volatility portfolio hedging solution for automotive company with exposure to 88 currencies • Authored and presented monthly currency market trends and risk management trade ideas in >100 corporate client meeting


• Publication citations: The Pay-off of Pay for Success (Stanford Social Innovation Review), The potential and limitations of impact bonds: Lessons from the first five years of experience worldwide (The Brookings Institute)

• Languages: Native Russian, Conversational Spanish, Elementary Hebrew • Certifications: Previously FINRA licensed securities representative (Series 7, Series 63) • Interests: Cycle for Survival (3-year team captain), Acumen+ Boston/New York and Alvin Ailey Dance Extension

TALIA STEIN 314 Brown Street, Unit 105 | Philadelphia, PA 19123 | 847-651-0995 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic Management • Chair, People Analytics Conference (’16-‘17); Operations Director, Wharton Consulting Conference

(’15-‘16); Operations Lead, Fight Night Charity Event (’15-‘16); Director of Logistics, People Analytics Conference (’15-‘16)

Philadelphia, PA

2015-2017

BROWN UNIVERSITY Bachelor of Arts; Major in Political Science

Providence, RI

2005-2009 EXPERIENCE

PARTHENON-EY Summer Consultant

Boston, MA 2016

Due diligence of target in emergency vehicle components for PE client • Conducted 10+ expert calls to identify penetration rate, competitive landscape and level of user satisfaction of target • Sourced and ran additional call workstream, talking to industrial engineers and plant managers to determine potential alternate

uses for technology in the event the client acquired the target Due diligence of target in audit software technology for PE client • Conducted 25+ expert calls and completed exhaustive secondary research audit to identify all components for market sizing

inputs across seven key geographies and ROW and then built critical bottoms up market sizing model that was presented to client

• Sourced and completed secondary call workstream identifying price sensitivity and billing procedures, critical to the discussion about growth potential for the target

Portfolio investment strategy for a family-owned company • Developed a portfolio investment strategy for a family-owned company by identifying market size and trends for a subsection

of the leisure sector and producing a long list of potential companies accompanied by 30 in-depth profiles

BOB CASEY FOR SENATE Finance and Operations Director

Philadelphia, PA 2013-2015

• Directed all fundraising, budgeting, compliance, and operations for Senator Casey’s $20M 2018 re-election campaign • Developed and executed a long-term finance plan, which included engaging current donors, identifying and targeting

prospective donors, strategically managing the Senator’s time, and advising on messaging • Created a short and long term budget, forecasted cash flow, ensured compliance with federal and state campaign finance

laws, and filed all required reports for three separate campaign committees • Acted as sole point of contact for all vendors and administered all HR related functions • Managed 2 staff members and 3 consulting teams, including development and implementation of a New Media strategy that

involved revamping the website and an audit and repositioning of social media presence • Served as primary decision maker regarding all political requests for the Senator, including endorsements and appearances PENNSYLVANIA DEMOCRATIC PARTY Director of Compliance / Comptroller

Philadelphia, PA

2012-2013 • Administered 15 separate bank accounts, including operating accounts for the State Party, the Casey for Senate Campaign,

and Obama’s Organizing for America-PA, totaling approximately $8M at any given time • Prepared all state and federal campaign finance filings for seven committees, at least two reports every month, covering

hundreds of transactions for each report • Managed external relationships with the DSCC, DCCC, DNC, and Obama for America on behalf of the State Party and the

Casey Campaign • Maintained a live budget for the Casey Campaign, supervised the compliance operation, and tracked cash flow to advise

senior staff on available funds for ad buys in real time, totaling more than $6M in five days


GLSEN (Gay Lesbian Straight Education Network) National Board of Directors – 2010-2013 • Full voting member of the governing board with oversight of an $8M annual budget • Participated in the planning of two major annual galas raising over $1M each • Assisted with the messaging and targeting for corporate and planned giving programs Interests: Reading, Yoga, Cooking, Wine, Travel

SUMIKO TAKU 1933 Chestnut St. Apt 3F, Philadelphia, PA 19103 | [email protected] | (215)-678-4997

EDUCATION



Master of International Studies Candidate; Focus in Chinese

Philadelphia, PA

2015-2017

EVP of Programming at Entrepreneurship Club; Co-President at Wharton Photography Club; member of Wharton

Investment Management Club, Social Impact Club

Lauder Fellowship Recipient; granted fellowship to pursue dual degree in Master of International Studies

Penn Impact Lab Fellow - granted fellowship to participate in Social Impact Entrepreneurship Program; Wharton Social

Impact Initiative Research Fellow - granted fellowship to research on fund benchmarking

UNIVERSITY OF TORONTO

Honors in Bachelor of Science, Double Major in Human Biology and Commerce

Toronto, ON

2006-2011

EXPERIENCE

FIDELITY INVESTMENTS LIMITED

MBA Intern Analyst, Equity Research

Tokyo, Japan

2016

Initiated coverage on watch and jewelry retailers Seiko (8050), Citizen (7762), Tasaki (7968), and Yondoshi (8008)

Performed primary research, interviewed senior management teams and built financial models to develop investment thesis

Arranged and led meeting with Tasaki’s CEO, COO, CMO and CFO; 3 Fidelity portfolio managers attended

Presented industry findings and stock recommendations to portfolio managers globally

BARCLAYS SECURITIES JAPAN LIMITED

Assistant Vice President, Equity Fund Structured Solutions Team (Fixed-Income Sales)

Tokyo, Japan

2014-2015

Team markets fixed-income securities products and mutual funds to Japanese asset managers, private and investment banks

Promoted to Assistant Vice President in March 2014 by scoring top 10% on all evaluation metrics

Top performer for earning/budget ratio in team of 22 in 2014; personal P/L of $7mil+

Created material and presented for lecture series on Contingent Convertible (CoCo) Bonds to client portfolio managers

Initiated U.S. banks’ preference shares introduction to Japanese market, previously unrecognized in security law; grew its

market to $1.5bil+ within a year

Prepared first comprehensive Preferred Shares Guide Book in Japan including market and credit analysis, local

marketing strategy by identifying legal and tax treatment with security regulators and tax consultants

Negotiated budget and hosted preferred share seminar featuring credit analyst and traders from the U.S.

Led U.S. recruiting team to seek out talent at Boston Career Forum; generated demand from over 200 candidates, yielding

one full-time hire

Created 30-person short-term mentorship program for local interns to familiarize with financial markets; subsequently

mentored two long-term interns

Represented junior level within Offsite/Efficiency Committee for transformational initiative to improve corporate morale;

presented in front of 300 front office employees including top management

Analyst 2011-2014

Won CEO Award in Excellence for product and overall marketing strategy for Exchange Traded Notes (iPath)

Introduced and listed first Exchange Traded Notes (iPath) on Tokyo Stock Exchange

Produced prototype marketing material; hosted live events to promote iPath brand and attracted 150,000+ participants

Initiated Latin American corporate bonds distribution in Japan and grew market to $600mil+ within a year

Engaged clients to trade exclusively by becoming one-stop-shop for credit analysis, marketing strategy and operational

consultation; attained market share of 60% and generated $6mil+ cumulatively

Introduced USD denominated Japanese credit fund to various asset managers; provided credit and liquidity analysis

Launched Japanese version of online equity-linked bond pricing platform for clients to price complex option embedded

bonds; captured 20% of all clients’ transactions

ADDITIONAL INFORMATION Activities: Mt. Fuji Climb Leader – led 50 colleagues to climb Japan’s tallest peak

Volunteer: Fundraised $10k for Fukushima – Japan Red Cross; fundraised $10k for school in China to deliver school books;

Weekly tutor at Say Yes to Education (Philadelphia)

Interests: Yoga – Ranked #2 in Pennsylvania in US Yoga Federation Competition, kimono collecting, travelling – 30+

countries

Languages: Japanese (Native), Chinese-Mandarin (Professional)

NAGA TAN 400 Dolores St, Apt 3

San Francisco, CA 94110

(+1) 267-836-7184 / (+65) 9734-8495

[email protected]

EDUCATION



Master of International Studies Candidate; Focus on East Asia & Mandarin Chinese

Philadelphia, PA

2015-2017

First Year Honors (Top 20%)

Recipient of Wharton Innovation Fund Award, Santander Venture Award, and Lauder Institute Fellowship

Selected to participate in the Semester in San Francisco program focused on entrepreneurship and technology

GMAT: 760 (99th percentile)

LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE (LSE)

Bachelor of Science in Economics (First Class Honors)

London, UK

2009-2012

Awarded the LSE Economics Examiners Prize

Co-Founder of Economics Conference; Vice-President of Finance Society; Research Assistant at Department of International

Relations

EXPERIENCE

CHESTNUT

Co-Founder, FinTech Startup

Singapore

2015-2016

Conceptualized and co-founded marketplace startup; built MVP website and conducted A/B testing to optimize landing page

Devised and implemented targeted marketing campaigns through paid and owned media to maximize conversion; conducted

SEO strategies and analytics research to track website interactions and grow traffic / click-through rates

Received $10,000 Santander Venture Award for early-stage venture development and $1,500 Wharton Innovation Fund

Award as recognition for efforts to develop innovative idea with disruptive potential

Emerged as Semi-Finalists in annual Wharton Business Plan Competition (25 out of 148 teams)

BAMBOO FINANCE

Intern, Private Equity Impact Investing

Singapore

Summer 2016

Performed detailed quantitative and qualitative analysis for appraisal of new investment opportunities in Asia for Bamboo

Financial Inclusion Fund with a particular focus on India and Indonesia

Assisted fundraising efforts for new US$150 million dedicated Southeast Asia / India Healthcare Fund

MORGAN STANLEY

Analyst, Fixed Income Trading

London, UK

2012-2015

Responsible for execution of $15 billion in daily short-term funding of firm’s European Government Bond assets

Drove a $2 million increase in annual P&L to $13 million after taking over Credit Repo Trading Book

Expanded size of hedge fund client financing business by 300% from $200 million to $600 million

Participated in weekly Treasury-Bill auctions and monetized intra-country curve dislocations (relative value spreads)

Developed materials for presentation by senior management at industry-wide conference on European Repo Market

Gained in-depth understanding of European Central Bank and Bank of England Policy and Liquidity Operations

Worked with senior management to develop Analyst/Intern recruiting plan for London Universities

REPUBLIC OF SINGAPORE AIR FORCE

Full Lieutenant, Air Defense Artillery

Singapore

2007-2008

Graduated in the top 5% of Basic Military Training Course and top 10% of Officer Cadet Course

Responsible for implementation of training programs and operational exercises for 300-strong battalion

Conducted joint military exercises with Officers from the Royal Thai Air Force


Interests: Basketball, distance running; completed Ironman Zurich 2014 and Ironman 70.3 Austria 2014

Languages: Chinese (Fluent); Indonesian (Intermediate)

NANA TENG 31 Willard Street, Cambridge, MA | 512-422-8222 | [email protected]

EDUCATION

HARVARD UNIVERSITY, JOHN F. KENNEDY SCHOOL OF GOVERNMENT

Cambridge, MA

Master in Public Administration Candidate 2016 – 2018

Courses: Introduction to Computer Science, Transforming Education Through Emerging Technologies

THE WHARTON SCHOOL, THE UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Master of Business Administration Candidate 2015 – 2017

Recipient of Joseph Wharton Fellowship Award for leadership and academic achievement

Wharton Impact Investment Partners – Investment Director for Education and Energy sectors

Program Director for Wharton Global Impact Consultant Club; member of PE/VC club, tennis club and SE Asia club

THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX

Bachelor of Business Administration with Honors, Finance (graduated in 2 years) 2004 – 2006

PROFESSIONAL EXPERIENCE

GSV ACCELERATION

Chicago, IL

Investment Associate Summer 2016

Venture capital fund focusing on education and talent technology, from K-12 through higher education and lifelong career advancement

Recommended potential new investments, including leading due diligence, financial analyses, and investment committee meetings

Built business intelligence and analytics system to track, analyze, and monitor current portfolio of 20+ companies

EDUCATION DESIGN STUDIO, INC. (EDSi)

Philadelphia, PA and Nairobi, Kenya

Consultant, Kidogo Spring 2016

Kidogo is a high-quality, affordable early childhood education start-up operating in Kenya’s informal settlements. Kidogo is also a

portfolio company of EDSi, an incubator and seed fund within the University of Pennsylvania’s Graduate School of Education

Build unit economic model to design a sustainable and innovative operational strategy and to estimate future cash flows for investors

Analyze new business opportunities, including the potential acquisition of an educational toy manufacturer, expansion into the

middle-income market and teacher training for early childhood centers

KRISENERGY LIMITED (portfolio company of First Reserve Corporation) Singapore

Manager, Corporate Finance and Social Responsibility 2011 – 2015

Executed finance strategy and corporate social responsibility initiatives for Singapore-based upstream oil and gas company

Transaction experience: led valuation and cash flow analyses with managers, partners and financial institutions, conducted due

diligence calls to provide financial guidance to third parties and created investor presentations to raise capital

US$215MM Initial Public Offering (Jul 2013) – Public offering and placement 22.9x and 6.1x oversubscribed, respectively

US$115MM 20% Strategic Investment by Keppel Corporation (Feb 2012)

Corporate social responsibility (CSR): Spearheaded CSR program in all 6 countries with operational presence

Collaborated with Friends in Village Development Bangladesh to create US$200K sustainability program for 45,000 people in

6 villages in Bangora; program focused on providing access to education, skills training and SME development

THE LAO-AMERICAN COLLEGE Vientiane, Lao PDR

Head of Business Studies Department 2009 – 2011

Oversaw one of two university departments comprising 15 lecturers and 300+ students

Designed new curriculum tailored to economic development in Laos, emphasizing data-driven decision-making, leadership and

service; approved by the Ministry of Education and implemented in January 2011

Maintained partnerships with international universities, educational foundations and the US Embassy to expand international

exchange programs and scholarship opportunities; mentored 3 students to become Fulbright scholars

Lecturer & University Advisor in Entrepreneurship

Taught Introduction to Finance, Money & Banking, Business Communications and Career Planning & Strategy

McKinsey Mekong Business Challenge – Advised first place team in 2013 and second place team in 2012 (100+ start-up ideas);

advised winning team in the International Business Model Competition in 2013; judged 2014 and 2015 competition

LAZARD FRERES & CO. Houston, TX

Analyst, Mergers & Acquisitions – Ranked top-tier analyst in class of 30 2007 – 2008

Analyzed strategic and financial impact of M&A and capital markets transactions in the oil & gas industry


Languages/Citizenship: Lao (native spoken); Thai (conversational); Singapore permanent resident; US citizen

Skills/Interests: Series 7 and 63 licensed, emerging market investments, education reform, racquet sports, travel (visited 40+ countries)

JENNIFER WONG

1920 Pine Street, 3rd Floor, Philadelphia, PA 19103 | + 1 (858) 729 8733 | [email protected]

EDUCATION


Master of Business Administration: Majors in Finance and Multinational Management 2015 – 2017

Impact Investing Partners, Co-President & Healthcare Investment Associate | PEVC Club | Africa Student Association

Non-Profit Board Fellow: Make-a-Wish Foundation, Regional Chapter (Philadelphia)

Global Consulting Practicum: Dana-Farber Cancer Institute white paper (co-author) on cancer in sub-Saharan Africa

Independent study thesis: “Healthcare Real Estate and Infrastructure: Developed and Emerging Markets Models”

UNIVERSITY OF CALIFORNIA, BERKELEY Berkeley, CA

Bachelor of Arts: Major in Economics 2007 – 2010

EXPERIENCE

EXCELSIOR GROUP (Healthcare finance / advisory firm focused on sub-Saharan Africa) Nairobi, Kenya


Buy-side advisory: $50M investment in Kenyan hospital and clinic chain expanding in East Africa

o Managed due diligence process including the coordination of regulatory, operational, and financial parties

o Identified $3M staffing synergy potential via detailed diligence and construction of multi-scenario operational model

Privatization of non-profit model: Created new private sector pharmaceutical company, previously funded by grants

o Devised business model and branding strategy; aided in formation and negotiation of legal documents

o Collaborated with the Pharmaceutical Association, Poisons Control Board, international donors, and investors

RM GLOBAL PARTNERS (Boutique global life sciences bank / advisory firm) Tel Aviv, Israel


Fund set-up and negotiation: $50M annex fund with one of Israel’s leading healthcare incubators

o Negotiated terms as general partner for the annex fund; drafted marketing roadshow materials for fundraising

Buy-side consultancy: Accelmed Growth Partners ($300M private equity fund focused on medical devices) o Analyzed and developed investment thesis on a critical care device platform and applicable roll-up companies

CLINTON HEALTH ACCESS INITIATIVE Monrovia, Liberia / Lilongwe, Malawi

Associate, Health Financing 2014 – 2015

Built quantitative models to analyze funding flows and resource gaps for Malawi’s HIV / tuberculosis (TB) sectors to

maximize return on investment of programs; reallocated $30M to higher-impact, underfunded interventions

HIV / TB financial lead: Malawi’s Global Fund Concept Note

o Directed nationwide workshops with 100+ government, UN, and civil society officials to prioritize interventions

o Synthesized and communicated individual investment cases for HIV / TB and health systems strengthening

o Secured $337M for HIV / TB programs, $37M above $290M allocated (highest of Southern and Eastern Africa)

Health financing lead: Liberia’s Health Workforce Program

o Critiqued the $165M program for World Bank; resulted in reallocation of $51M Ebola-emergency response funds

BANK OF AMERICA MERRILL LYNCH New York, NY

Senior Analyst, Public Power Group 2011 – 2014

Promoted to Senior Analyst from Analyst; received top analyst reviews and performance bonus every year

Selected as the department’s representative to support the Firm’s $50B Renewable Energy Initiative

Performed financial analyses for $2B+ of senior managed bond issues and $9B+ of co-managed bond issues

Bonneville Power Administration / Energy Northwest: Sole junior banker providing coverage on $1B+ transactions

o Redesigned linear optimization model to restructure ENW’s debt using tax-exempt and taxable vehicles while

accounting for their lack of revenue and direct line of borrowing credit from the US Treasury

o Collaborated with client, underwriting desks, and legal parties to use project finance for bond issuances


Additional Languages: Cantonese (conversational); Mandarin (basic)

Certifications: Passed all 3 levels of the CFA exam (June 2014)

Interests: Traveling (50+ countries), Running (Marathons: 2015 Chicago – AIDS Foundation, 2016 Berlin – RTL Charity;

half-marathons: Fluorspar, Ndakaini, Mwea), Cooking (Southern US, Asian) and Sports (NOLA Saints, Manchester City)

ROSE MAYUMI YAGUCHI 135 S. 19

th Street, #1108 | Philadelphia, PA 19103 | 630-336-0851 | [email protected]

EDUCATION


Master of Business Administration Candidate

Philadelphia, PA

2015-2017

GMAT: 730

Social Impact Club Co-President, Communications Course Fellow, Non-Profit Board Fellow, P3 Group Facilitator

Member of Entrepreneurship Club, Wharton Women in Business

Previously Managerial Accounting Teaching Assistant & One for the World – Charity Selection Team

UNIVERSITY OF ILLINOIS

Bachelor of Science in Accountancy, Minor in Technology & Management

Urbana-Champaign, IL

2005-2009

GPA of 3.76/4.0; Graduated with high honors

Multicultural Advocate for University Housing; Board of Governors with University YMCA (social justice); leader of

Amnesty International, Red Bison (prairie restoration), and Avalanche (substance-free community development)

Summer 2007 Christian-Albrechts University Study Abroad Program at Kiel, Germany

EXPERIENCE

RIPPLEWORKS

Summer Associate

Redwood City, CA

Summer 2016

Designed content and marketing for global human capital webinar that attracted 290 registrations from 50+ countries

Managed PR campaign involving social media platform strategy, conference presentation content, and press pitch

preparation for first research report that has since driven more than 300 downloads and six earned media articles

Segmented stakeholders using MailChimp and SalesforceIQ resulting in email campaigns with 25% higher open rates

TOLERISK

Strategy Intern

Voorhees, NJ

Spring 2016

Expanded marketing efforts by creating campaigns for additional customer segments through Infusionsoft CRM tool

Created company’s first content calendar leading to weekly postings to establish online presence and brand awareness

Developed short-term internship program to help three-person early-stage start-up bring its FinTech product to market

CROSSCOUNTRY CONSULTING

Managing Consultant

Senior Consultant

McLean, VA

2013-2015

2012-2013

Produced due diligence report for CFO that ultimately highlighted lack of strategic fit of $100M acquisition

Formalized client’s acquisition process which accelerated integration timelines by aligning deals with back-office operations

Assembled carve-out financial statements based on account analysis for Fortune 500 spin-off transaction resulting in two

publicly traded companies with $7.2B and $1.6B in market capitalization

Guided team of five consultants through compliance testing for Fortune 100 financial institution that reduced costs for the

client and earned the firm a multi-year contract; engaged with senior level executives for issue and budget reporting purposes

Implemented end-to-end quality assurance process to mitigate risks as company expanded from 30 to 150 employees

Led development of templates and guidelines to build company brand and ensure consistency across project teams

PRICEWATERHOUSECOOPERS, LLP

Senior Associate

Associate

Intern

McLean, VA

2011-2012

2009-2011

Summer 2008

Fast-tracked promotion, only employee in industry group to receive promotion to senior associate one year ahead of schedule

Presented findings to divisional CFOs of Fortune 500 company to report 20 audit exceptions and control deficiencies

Oversaw audit work and performance of five team members, while managing relationships with key client contacts

Monitored budget for 20-person team to control variations against $3.5 million contract


Certification: Certified Public Accountant (CPA), Licensed in Illinois (2009 – present)

Interests: Cycling, America’s Test Kitchen cooking, scuba diving (Florida Keys coral reefs, Colombia bioluminescence,

and North Carolina historical shipwrecks), non-fiction reading

ERIN C. YU 2104 Spruce Street Apt 3R, Philadelphia, PA 19103 • 469-274-0813 • [email protected]

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate

Philadelphia, PA 2015 – 2017 Wharton Fellowship Recipient; Director’s List Fall 2015; GMAT: 750/800 Wharton Follies Head Writer, Venture Fellow (Patagonia Trekking & Tall Ships Sailing), TA for MGMT 611

HARVARD UNIVERSITY Bachelor of Arts in Economics, Cum Laude

Cambridge, MA

2006 – 2010 Cumulative GPA: 3.76/4.00; SAT: 2400/2400; Aloian-Beal Award for contributions to Quincy House Weissman International Program grant winner (spent summer 2008 working at a microfinance institution in northern India) EXPERIENCE

EVERLANE MBA Intern - Operations

San Francisco, CA Summer 2016

1-Hour Delivery (“1HD”): Owned all aspects of Everlane’s 1-Hour Delivery service, which operates in NYC and SF Assumed responsibility for all processes required to operate 1HD on a daily basis, working closely with team members in

Engineering, Product, Merchandising, Inventory, and Logistics Built a P&L and projection of 1HD business, providing visiblity into costs, inventory needs, and profitability for the first time Findings resulted in company decision to wind down 1HD operations in the SF market and redirect resources to retail pilots Growth Marketing: One of three main contributors to Everlane’s paid marketing efforts Developed Everlane’s first campaigns on content discovery platforms Outbrain and Taboola, managing $10K monthly spend Led ad agency selection process for Facebook and Google AdWords account management SYCAMORE PARTNERS Private Equity Associate

New York, NY 2013 – 2015

Belk, Inc. ($2.7B Take-Private Transaction) Diligenced 300-store department store chain, including business performance, industry stability, and competitive position Developed viewpoint on company’s IT capabilities, e-commerce projections, and capex plan to inform investment decision Proposed new e-commerce roadmap based on expert input; Managed Sycamore’s external IT consultant teams The Jones Group / Stuart Weitzman ($2.2B Take-Private Transaction & Subsequent Carve-Out Sale of Stuart Weitzman) Led financial and business diligence on Stuart Weitzman business during original acquisition of The Jones Group Assisted Weitzman management team with new store pro formas, business tracking, and lender reporting Supported sale of Weitzman to Coach Inc for ~$600M, creating marketing materials and addressing buyer diligence questions Fuel Industry (Ongoing market diligence) Primary contributor to Sycamore’s knowledge base on the fuel and convenience store industry, including financial modeling

of MLP structure, market dynamics, business metrics, and industry consolidation trends Screened new gas station deals and made recommendations to senior team on whether to pursue further BAIN & COMPANY Senior Associate Consultant

New York, NY 2010 – 2013

Market Share Campaign for National Cable Operator Developed new direct mail campaign informed by survey of 2,000 “high value” households Built a flexible, user-friendly model allowing client to estimate acquisition cost and lifetime value of subscribers Work resulted in a new “all-inclusive” service bundle offer sent to over 2 million households Bain Brief: The Future of Healthcare Contributed detailed research to in-depth Bain study quantifying potential impact of tech innovations on healthcare industry Generated the idea of using “A Day in the Life” case studies to showcase multiple stakeholder perspectives Study can be viewed here: http://www.bain.com/publications/articles/the-future-of-healthcare.aspx


Interests: Road races (5K to half marathon distances), hiking, art museums, avid New Yorker fan, lobster roll connoisseur Languages & Other Skills: Mandarin (native), French (basic), SQL, currently taking a course on R

LORENZO ZAVALA CARVAJAL 1816 Spruce Street, Philadelphia, PA 19103 | (+1) 267 406 8288 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIV. OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Master of International Studies Candidate; Focus in Portuguese and Latin American Studies

Philadelphia, PA 2015 – 2017

GMAT: 750 (Top 2%); Recipient of Lauder Fellowship and Kern Family Fellowship Winner of ‘15 Penn Design Challenge conceiving innovative tool for Amex; Finalist of ‘15 LatAm PE Competition

LANCASTER UNIVERSITY & ICADE UNIVERSIDAD PONTIFICIA DE COMILLAS Bachelor of Business Administration; Major in European Management Bachelor of Arts in International Business (E-4); Major in Finance

Lancaster, UK Madrid, Spain

2005 – 2009 Graduated with Second Class Honors, Upper Division & Notable. Leadership: VP of L.U. Student Association

PROFESSIONAL EXPERIENCE

CVC CREDIT PARTNERS – MBA Summer Intern Global investment manager with US$14bn in performing and distressed credit-dedicated vehicles

London, UK Summer 2016

Identified and analyzed 10+ distressed and special situation credit investment opportunities across media, agriculture, commodities, industrials and infrastructure sectors

Evaluated performing credit investments into Pan-European pharma manufacturer and retailer, and leading German CAD/CAM software developer for the dental industry

Led meetings with research analysts, executives and industry experts to gain insights into businesses and sectors

ALCHEMY PARTNERS – MBA Summer Intern UK-based mid-market PE firm focused on European special opportunities (£1.6bn AuM)

London, UK Summer 2016

Led investment analysis and recommendation to IC on bid for distressed small-cap Portuguese financial institution Assessed distressed credit and equity investments into 5+ companies across several sectors and geographies Collaborated with CEO/CFO of Spanish leisure and tourism portfolio company in the creation of a plan for bolt-on

acquisitions, reacting to changing competitive dynamics and a 3Y strategic plan Built complex scenario-based financial models and delivered differentiated investment thesis and returns,

identifying attractive risk-reward opportunities

VIVERGI SOCIAL IMPACT FUND – Investment Associate Spanish Impact Investing VC fund

Madrid, Spain Spring 2015

Developed pipeline with 100+ companies via market research; performed initial due diligence and valuation on two investments, leading to establishing preliminary agreements

Contributed to establishment of nascent sector in Spain, through participation in 10+ conferences and panels, and conversations with entrepreneurs and potential LPs

BANK OF AMERICA MERRILL LYNCH – Iberian Coverage Analyst & EMEA FIG Associate Global Corporate & Investment Banking Department (M&A - Iberia Regional Coverage & Financial Institutions Group Iberia)

Madrid, Spain London, UK

2009 – 2013

Ranked top 10% within 2012 Associate GCIB EMEA class. Mentored and trained 3 junior analysts Selected transaction experience: M&A – Santander Seguros LatAm bancassurance deal with Zurich (US$1.7bn), Santander’s acquisition of Kredyt

Bank (€5.0bn), and Galp Energia’s sale of 30% of Brazilian upstream operations to Sinopec ($5.2bn) Equities – Santander Mexico IPO (US$4.0bn), Banco Popular’s Rights Issue (€2.5bn), BES’ issuing of convertible

bonds into Galp Energia shares (€500m), Unrealized IPO of Repsol Brasil

LEHMAN BROTHERS – Off-Cycle Analyst Investment Banking Department (M&A Financial Institutions Group Spain & Portugal)

London, UK Winter & Spring 2008

Ranked top off-cycle analyst in EMEA. Received full-time employment offer despite bank’s situation of stress

NON-PROFIT EXPERIENCE

S.A.U.C.E. NGO – Project Coordinator & Volunteer Major Cambodian NGO directly supporting 50K residents

Battambang, Cambodia 2013 – 2015

Founded textile production center employing +100 people with physical disabilities, fundraising ~US$1m Managed team of 10 people to provide primary assistance to 800+ land-mine accident victims. Developed/launched new social program to support 50+ mentally disabled children


Languages: Fluent Spanish, English and Portuguese, and advanced French Awards: Scholarship granted by A.S.S.I.S.T. (c.US$30,000) to study in Wilbraham & Monson Academy (2003-04) Interests: Music – Instrumentalist and composer; recorded 4 demo albums, performed in +20 concerts (2004-12); Running – Angkor Wat Half Marathon (2013-14); Photography – Winner of Lauder Institute’s ‘15 Photo Competition

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