On behalf of the Tuck School of Business we are pleased to present to you resumes of students who are actively seeking positions with venture capital and buyout firms. We hope you will take a few minutes to review this group of qualified and talented individuals who are enthusiastic about careers in the private equity industry. Many members of the class of 2007 and 2008 have already accepted positions and therefore are not included in this book. If any of your colleagues might find the abridged 2007 Private Equity Club Student Resume Book helpful, please let us know and we will gladly send them a copy. We are available to you if you would prefer a pre-qualified short list of candidates that fit your particular criteria, if you would like to post a job description, or if you would like assistance in coordinating interviews. Thank you, Colin Blaydon Center Director Center for Private Equity and Entrepreneurship
[email protected] 603.646.3160
Fred Wainwright Executive Director Center for Private Equity and Entrepreneurship
[email protected] 603.646.0107
David Browne Co-Chair Student Private Equity Club
[email protected] 603.643.4614
Jordan Karp Co-Chair Student Private Equity Club
[email protected] 603.643.3835
Adam Marcus Co-Chair Student Private Equity Club
[email protected] 617.413.6125
Michael Sinclair Co-Chair Student Private Equity Club
[email protected] 802.299.2039
Jonathan Masland Senior Associate Director Career Development Office
[email protected] 603.646.2461
2
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Year Students
ROBERT C. HALL 708 Byrne Hall • Tuck School of Business • Hanover, NH 03755 • 415-819-8942 •
[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration , June 2007 Member, Venture Capital, Entrepreneurship, & Technology Club; Snowboarding and Triathlon Clubs; Toastmasters
1992 - 1996
PRINCETON UNIVERSITY
Princeton, NJ
AB, History, June 1996
National Collegiate Champion, Heavyweight Crew, 1996 (set course record); Best Freshman Rower Award, 1993
EXPERIENCE SUMMER 2006 MIKE HOMER / OPEN MEDIA FOUNDATION
San Francisco, CA
onsultant to veteran Silicon Valley technology executive and angel investor C Developed investment strategies in online video advertising and mobile business services for serial entrepreneur. • Evaluated companies, technologies and business models integral to market development. Presented to related corporations, angel forums, and venture capital firms. Findings informed corporate and VC investment strategies. •
2000 - 2005
MAHI NETWORKS, INC.
Petaluma, CA
Communications systems company developing core hardware & software for global network operators Product Manager (2003-2005) Key marketing team member who developed and commercialized carrier switching platform installed in three • US telecom networks. Covered all areas of strategy and marketing. Helped win multiple tier-one carrier RFP’s totaling >$400M, acquire competitor on favorable terms, and build foundation for $15M bookings in 2005. Initiated and managed product interoperability strategy required for integration into carrier networks. Defined • solution features, established business models, evaluated and selected 3 rd-party partners and aligned organization around programs. Saved 60%+ vs. competitor alternatives. Established five vendor alliances. Designed and managed critical feature implementation. Analyzed customer requirements and devised solution • requiring 1/3 the man-hours. Managed severe personnel, budget and time constraints to complete project. Manager of Corporate Marketing and Business Development (2001-2003) Spearheaded product launch of industry-first optical data switch to establish position in emerging $1B market. • Managed $1M budget and inter-disciplinary team of direct reports, peers and contractors. Developed branding, positioning, and promotion materials. Won three industry analyst awards and company’s top-1% “MVP Award.” Developed and launched corporate alliance initiatives to establish key distribution channels. Devised pricing, co• marketing and manufacturing terms for key Fortune 100 OEM partner. Secured additional 3 rd-party partnership that reduced product pricing by ~25% and contributed to three major RFP w ins. Supported two CEOs through three fundraising cycles, providing analysis, marketing, and due diligence support. • Market Analyst (2000-2001) •
1999 - 2000
Responsible for market, industry, and competitive analysis. Created materials and trained sales/marketing teams.
CORRIDOR MANAGEMENT
San Francisco, CA
Founder and Principal, Startup Strategy Consulting Boutique •
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1998 - 1999
Developed business plan for Chinese mobile phone software/services market leader. Created pricing model, designed market entry strategy, and helped company target Chinese network operators. Now NASDAQ-listed. Founded and served as Director of Business Development for web/mobile concierge services company. Conceived business plan and signed key partners. Recruited and led seven-member development team and fivemember advisory board. Raised $500K in seed funding and secured $100K in trial customer commitments.
PALO ALTO VENTURES
Palo Alto, CA
Associate, Corporate Strategy and Venture Capital Group of Philips Electronics •
1997 - 1998
Devised and executed new product strategies for Philips. Reviewed 100+ investment opportunities and assessed markets, business models and strategic fit. Work helped trigger low-cost manufacturing shift in $5B display unit.
MENATEP INVESTMENT BANKING
Moscow, Russia
Financial Analyst, Media and Telecommunications; banking unit of Russia’s largest financial-industrial concern •
Evaluated 50+ investments in emerging companies and multinational joint ventures. Managed five-company portfolio. Created business plans, financial projections, and valuation models to pitch investment team.
PERSONAL Volunteering: Interests:
Buoniconti Fund to Cure Paralysis Fundraiser, Tuck GIVES, Phillips Academy and Princeton University Olympic triathlon Brazilian jiu-jitsu Snowboarding Investor in Chinese mobile phone infrastructure start-ups •
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JORDAN D. KARP 711 Byrne Hall
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Hanover, NH 03755 (502) 376-1860 •
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[email protected]
EDUCATION
2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration , June 2007 Center For Private Equity Host Fellow Co-Chair Venture Capital/Private Equity Club, Co-Chair Tuck Jewish Association, Golf Club Teaching Assistant for Corporate Finance • • •
1992 - 1995
VANDERBILT UNIVERSITY
Nashville, TN
B.S. Economics, May 1995 •
Resident Advisor, Alternative Spring Break, Dean’s List, Junior Semester Abroad (London)
EXPERIENCE
Summer 2006 CEI COMMUNITY VENTURES
Portland, ME
Summer Associate CEI Community Ventures is an SBA licensed New Markets Venture Fund that focuses its investments in Northern New England. Developed with the management team of The Natural Pasta Company (portfolio company) a go-forward • business plan to lead to Series B fundraising Conducted market analysis (including sizing, landscape, and key players) for several clean technologies • Sourced several potential investment opportunities •
2001 - 2004
RXCROSSROADS Louisville, KY President/Co-Founder RxCrossroads develops and manages product support programs for pharmaceutical, biotech, and medical device manufacturers. The company provides pharmacy services, reimbursement assistance, and patient management. Responsible for building team, developing financial plan, creating the marketing strategy, and managing company’s rapid growth. Grew company from no revenue to an annual run rate of $25 million Achieved 25% EBIT Margins and company was cash flow positive in 15 months Company sold to Omnicare (NYSE: OCR) in July of 2005 for $235 million • • •
1996 - 2001
Louisville, KY MDI Vice President of Operations Directed the operations of a family owned third-party logistics provider to the health care industry. MDI stored and distributed biologics valued over $350 million. Areas of responsibility included management of the warehouse, the facilities, and the customer service department. Rebuilt entire management team Launched new enterprise software system and RF/barcode technology in warehouse Implemented ISO 9002 and cGMP Quality Systems in warehouse operations and customer service • • •
1995 - 1996
HCA Nashville, TN Logistics Analyst HCA is the largest for-profit hospital corporation in the United States. In charge of providing labor and cost analysis of implementing consolidated distribution centers (CDCs) in major metropolitan areas across the United States. Launched CDCs in Denver, Louisville, and Dallas that led to FTE reduction and significant cost savings Worked closely with the CFOs of two other major markets that considered implementing CDCs • •
PERSONAL CIVIC BOARDS: Louisville Ballet Board (Vice President and Treasurer) 2001-2005 Kentucky Country Day Alumni Bo ard (President) 1997-2003 ACTIVITIES: Golf, Fishing, SEC Football/Big East Basketball Fan, Habitat for Humanity, and Travel
EDUARDO MEDINA 713 Byrne Hall
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Hanover, New Hampshire 03755
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603-653-8116
[email protected] •
EDUCATION
2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration, June 2007 Tuck Merit Scholarship, Elected Judicial Board Member, and Co-Founder of Competition Club Finance Club, Investment Management Club, Private Equity Club, Golf Club, Skiing Club and Outdoor Club
1995 - 1999
IBEROAMERICANA UNIVERSITY Mexico City, Mexico Bachelor of Science in civil engineering, Summa Cum Laude, April 2000 American Concrete Institute-Schwing Fellowship for best civil engineering student in Mexico, Jan 1999 Semester abroad, University of Canberra, Australia, fall 1998
EXPERIENCE
2006
ROCKWOOD HOLDINGS, L.P. Greenwich, CT Private equity group focused on industrial and railroad test and measurement services. Business Development Intern Turned around Mexico City portfolio company operations by restructuring service contract pricing resulting in net margin improvement of 650% Created a management incentive program, resulting in increased management retention and improved alignment with corporate goals. Established accounting and legal controls to limit risk exposure Negotiated exclusivity agreement with a major vendor, resulting in the creation of a barrier of entry for competitors in the marketplace •
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TRAPECIO VENTURE PARTNERS, L.P. Mexico City, Mexico $50M Venture capital fund focused on social and environmental endeavors in Mexico. Business Development Intern Created operational standards and processes for its for-profit education portfolio companies Conducted due diligence on three for-profit education businesses resulting in a $ 10M acquisition with a 60% IRR •
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2003 - 2005
CENTRO ELEIA Mexico City, Mexico Leading private university focused on undergraduate, graduate and PHD programs in Psychology in Mexico City. Chief Executive Officer Altered pricing and repositioned the company in a new business segment, updated brand image and marketing materials, and reinforced promotion channels, resulting in 100% revenue growth over 2 years Created and implemented a business plan to open a second campus in 2004 with a $250k investment. Started operations of the new campus one year ahead of schedule by shortening project development lead time from 18 months to 9 months, resulting in IRR of over 100% and break even after 5 months of operations •
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THE BOSTON CONSULTING GROUP Mexico City and Monterrey, Mexico Worldwide Management Consulting Firm Senior Associate Developed a retail financial / leverage benchmark that resulted in a net savings of $10M over 5 years Created a long-term strategic plan , which included developing a financial terms agreement with an international liquor distributor resulting in a $1B in royalties over 10 years Performed a cost reduction logistics project for a Mexican juice company, resulting in savings of $75M Implemented new direct-store-distribution model for new market segments, increasing sales by $10M •
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eSYNAPTICA Mexico City, Mexico Health company dedicated to developing a personal medical electronic record for the Mexican Healthcare system Founder and President Left McKinsey & Co. after 6 months as Business Analyst to participate in “emprendedor2000” a Business Plan competition organized by the consulting firm. The business plan was recognized as one of the best 10 business ideas out of 223 nationwide. •
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Winner of three photo competitions in Mexico and Australia Trekked in the Himalayas, South America, Scotland, and Australia / NZ. Traveled to over 25 countries Study abroad – Scotland 1 year, Australia 1 semester. Secretary of Mexican-Australian Alumni 1999-2004
MELANIE J. MITCHELL, CFA 713 Byrne Hall • Hanover, NH 03755 • (212) 628-7842 •
[email protected]
EDUCATION 2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Activities: TuckStuff Management, Private Equity Club, Volleyball Club Co-Chair, Women in Business
1996 - 1998
UNIVERSITY OF MINNESOTA
Minneapolis, MN
Bachelor of Science in Business Administration, June 1998
Activities: Honors Association Emerging Leadership Program, Alpha Kappa Psi, Mentorship Program 1994 - 1996
EXPERIENCE Summer 2006
UNIVERSITY OF SOUTH DAKOTA
Vermillion, SD
UBS INVESTMENT BANK
New York, NY
Capital Introduction, Prime Brokerage Services Contributed to meetings with hedge fund managers and institutional investors. Secured meeting with a • targeted, difficult-to-reach investment consultant. Researched hedge fund investment activity of targeted U.S. endowments and foundations. • Gained exposure across Prime Brokerage to understand firm platform, including: sales, relationship • management, domestic stock loan, fixed income, risk management, FX, and exchange-traded derivatives.
2004 - 2005
HARDT GROUP ADVISORS, INC.
New York, NY
Start-up alternative investment firm founded by senior management of HVB Alternatives Associate Director, Marketing and Client Service •
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2003 - 2004
Day-one employee invited to develop U.S. marketing effort targeting investment consultants for the firm’s $900 million hedge fund of funds. Designed tools and processes to track sales pipeline, client-at-risk metrics, and assets under management. Given the firm’s start-up status, took on additional responsibilities including: writing fund profiles and website content, and working with in-house and outside legal counsel to draft relevant disclaimers.
HVB ALTERNATIVE ADVISORS, INC.
New York, NY
Associate Director, Marketing and Client Service Sole marketer responsible for U.S. business development efforts of the firm’s $1.5 billion hedge fund of • funds platform. Established relationships with prospective investors and investment consultants. Drafted a competitive analysis and global outlook on the hedge fund industry. Management used findings • to determine prospective growth opportunities by region and client type.
2000 - 2003
CREDIT SUISSE ASSET MANAGEMENT, LLC
New York, NY
Assistant Vice President (2003), Associate (2000-2002) Served as primary and back-up Relationship Manager to 40 institutional clients and their consultants on • $4.5 billion in assets. Account base consisted of corporate, public, and non-profit clients. Attained status as youngest person in the Institutional Marketing department with sole responsibility for 13 • accounts with over $100 million in total assets. Developed departmental-wide communications including a large cap equity product profile, small cap • value prospecting note, and equity hedging letter targeted at clients with under-funded pension liabilities.
1999 - 2000
BANC OF AMERICA SECURITIES, LLC
New York, NY
Research Assistant, Investment Management Consulting (IMC) Identified and analyzed institutional investment managers for $2 billion IMC program. Monitored and • evaluated IMC manager performance and adherence to their investment mandate. Authored quarterly investment reviews on manager performance, portfolio strategy, and market outlook. •
ADDITIONAL • •
Professional: Awarded CFA charter in 2003; Formerly Series 3, 7, 63, 65 licensed Activities: Competitive volleyball player; ASPCA Volunteer; University of Minnesota Alumni Association
NY Chapter Co-President (‘00-‘02), Member (’98-‘05)
Alan Operman 215 Brookhollow Condominiums · Hanover, NH 03755 · (603)-232-9128 ·
[email protected]
EDUCATION 2005-Present
Hanover, NH
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree, June 2 007 Tuck Merit Scholarship; Member of Private Equity, Finance and Armed Forces Alumni Clubs
1994-1998
New York, NY
YESHIVA UNIVERSITY BA in Economics with a minor in Business Management, May 1998 Elected VP of Welfare Society; Member, Joint Business Society
PROFESSIONAL EXPERIENCE Summer 2006
CIBC WORLD MARKETS- TECHNOLOGY & TELECOM INVESTMENT BANKING
New York, NY
Summer Associate Performed valuation analysis, research and strategic evaluation for IPO and M&A situations. • Spearheaded research of new industry and co-led pitch which resulted in a lead IPO mandate. • Responsible for weekly client updates regarding key developments within the CLEC industry. • Member of IPO due diligence committee for live deal; attended all pre-IPO org meetings and worked • with the CEO and CFO.
1999-2002, 2005
GIZA VENTURE CAPITAL
Tel Aviv, Israel
An early-stage technology investment fund with $450 million under management. Investment Associate (2002, 2005) Performed research, due diligence and negotiations for multi-million dollar investments in software and • medical device companies. Traveled extensively to generate deal flow in Israel and the US resulting in a 25% increase in companies • screened and three investments. Coordinated capital raising activities in the US, successfully bringing tier one investors to the fund and • exceeding the targeted fund size by 41%. Business Development Analyst (1999-2001) Designed deal flow management system that tracks thousands of companies. • Developed strategies and advised portfolio companies in i dentifying potential customers and markets. •
2003-Present
ISRAEL DEFENSE FORCES (IDF)
Israel
Field Artillery and Light Infantry Graduated the IDF Field Artill ery and the Light Infantry and Urban Warfare Schools. • Served as Deputy Crew Commander and Gunner on Israel’s most advanced self-propelled howitzer. • Conducted infantry/jeep borne patrols and ambushes to thwart infiltrations and other hostile activities. • Awarded Certificate of Recognition citing “unique contributions” to combat missions. • Active in the Reserves and veteran of Second Lebanon War (Summer 2006). •
1998-1999
YUSSR
Minsk, Belarus & Jerusalem, Israel
A government and foundation sponsored nonprofit organization in the former Soviet Union and Israel. Overseas Director Managed Jewish community centers in multiple countries catering to thousands of people. • Responsible for allocating a budget of five hundred thousand dollars. • Trained and supervised local personnel to operate educational facilities and lead social welfare activities. • Spearheaded expansion of organization’s activities to include Israel and established the Jerusalem office. •
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Active fundraiser and former board member for YUSSR; V olunteer- Israel’s Department of Immigration. Languages: English, Hebrew, Russian and Yiddish. Dual USA and Israeli citizen. Enjoy travel (30+ countries), mountain biking, language study and history.
SCOTT M. R OMAN 718 Byrne Hall
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Hanover, NH 03755
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(917) 273-4898
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[email protected]
EDUCATION 2005-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Private Equity Club, Consulting Club, B-Team Hockey, Triathlon Club, Outdoor Club 1996-2000
BOWDOIN COLLEGE
Brunswick, ME
Bachelor of Arts, magna cum laude, Double Major: Economics and Computer Science Sarah & James Bowdoin Scholar Award for academic excellence, Dean’s List Student Representative / Endowment Investment Committee – Sole student with full v oting privileges. This committee of trustees decides the investment strategy for the college’s $500 million endowment. Team Captain / Bowdoin College Varsity Football Team – NESCAC All-Academic. Three-year starter. Chairman of Administrative Oversight & Student Life Committees / Student Executive Board Member – One of nine elected by student body. Board liaisons between students, trustees and faculty, and is the policy making body for student government. Vice President / Alpha Kappa Sigma Fraternit y •
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EXPERIENCE Summer 2006 BOOZ ALLEN HAMILTON
McLean, VA
Summer Associate – World Commercial Practice
Member of a team advising global energy clients Evaluated and modeled strategic options to expand a North African country’s electricity generation capacity. Insights from the model were used extensively in the final presentation. Analyzed the potential market opportunity of a new clean coal electricity generation technology for a public US electric utility. 2004-2005
PUTNAM INVESTMENTS
Boston, MA
Assistant Vice President – Strategy & Corporate Development
Analyzed potential M&A targets, developed firm strategy, and provided support to other divisions within the company. Assessed investment performance, valuation and potential strategic fit for acquisition and partnership opportunities including equity, fixed income, fund of hedge fund, and real estate private equity firms. Developed and presented strategy to combine Putnam’s defined contribution retirement business with Mercer Consulting’s human resources outsourcing business. Resulted in the formation of Mercer HR Outsourcing, a new subsidiary of Marsh & McLennan that will generate approximately $500 million in annual revenue. Wrote memoranda for the CEOs of both Putnam and Putnam’s parent company Marsh & McLennan on potential acquisitions and joint ventures. Presented valuation analysis and acquisition recommendations directly to CEO, COO and CIO of Putnam’s alternative asset management division. Assisted in due diligence of potential acquisitions. •
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2003-2004
Assistant Vice President – Business Analyst / International Business Unit
Assisted in managing the sales, client service, marketing, and product management activities for Putnam’s non-U.S. institutional and retail businesses. Worked closely with senior management internationally on multiple issues in their respective markets. Provided senior management with daily updates on market timing and late trading allegations. • •
2000-2002
LEHMAN BROTHERS PRIVATE EQUITY
New York, NY
Analyst / Merchant Banking Group
Evaluated, executed, and monitored leveraged buyout and growth capital investments on behalf of Lehman Brothers’ $2.0 billion institutional private equity fund. Collaborated with team to close a minority equity investment in RSI Holding Corporation, a bathroom vanity manufacturer (~$60 million total equity). Member of a team that completed two equity investments in Consort Resources, a UK oil and gas company as part of the portfolio company’s follow-on acquisition strategy (~$20 million total equity). Employed various valuation techniques and conducted business, accounting and legal due d iligence on investment targets and portfolio companies. •
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OTHER Volunteer : Class Agent / Bowdoin College Alumni Fund Salvation Army Habitat for Humanity Interests Include : Football Biking Triathlons Snowboarding Sculpture Golf •
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WTC Relief Effort
Alexander R. Tatum 720 Byrne Hall
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Hanover, NH 03755 781.799.3887 •
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[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2007 Private Equity Club, Investment Club, Ice Hockey Team • Consulting Experience: executed client project on product line extensions in the plastic tank / storage markets. •
1997 - 2001
BOWDOIN COLLEGE
Brunswick, ME
Bachelor of Arts Degree in Economics • •
Varsity Hockey: Captain, Four year letterman, Awarded Team MVP Prize and Coach’s Award. Varsity Football: Three year letterman.
EXPERIENCE Summer 2006 TUDOR VENTURES, INC. Summer Associate, Private Equity / Venture Capital - $500mm Under Management • • • • •
2003 - 2005
Member of eight person growth equity team focused on services and technology investments. Researched / contacted 400+ names in the financial technology, software, and online advertising industries. Evaluated potential investment opportunities, business plans and industry sectors. Conducted financial modeling and analysis for portfolio companies / investment opportunities. Attended investment meetings; gained valuable deal structure exposure.
GOLDMAN SACHS & CO, INC. Financial Analyst, Private Wealth Management • •
Boston, MA
Boston, MA
Member of the firm’s largest PWM team in terms of assets ($11+/- bil.), revenues and professionals. Significant Client Experience: Developed detailed financial model quantifying client’s concentrated risk with the potential placement of 60% of a $65mm portfolio in the private equity asset class solely. Built recommended alternative asset allocation model based on return, capital call and distribution assumptions. Performed analysis on prospect’s $225mm hedge fund portfolio. Documented proposed diversification benefits across the four hedge fund sectors and other asset classes. Analyzed expected returns and corresponding portfolio volatility. Researched, collected and presented performance data on client’s $125mm private equity portfolio (included 15 different PE funds). Built model illustrating individual fund / total portfolio performance. •
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2001 - 2003
SUNTRUST ROBINSON HUMPHREY Analyst, Investment Banking Division • • •
Provided advisory services to clients in the retail & consumer and business & technology services industries. Conducted extensive industry research, build sector databases and attended strategic / financial client meetings. Significant Transaction / Execution Experience: Lead-managed a 4.6 million share initial public offering for Providence Services Corporation, a leading provider of government sponsored social services. Performed financial and operational due-diligence. Built initial financial projections and prepared internal investment committee and marketing memorandum. Co-managed a $78 million secondary offering for Ultimate Electronics, a retailer of consumer electronics. Built initial financial projections and prepared internal investment committee and marketing memorandum. Lead-managed a $16 million private investment in a public entity (PIPE) for NuCo 2, the leading national distributor of bulk CO 2 systems for the dispensing fountain beverages market. Aided in preparation of private placement memorandum. •
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PERSONAL • • • •
Boston, MA
Belmont Hill School, Belmont, MA, graduate (1997). Avid golfer – approximate handicap of 12. Enjoy fly-fishing, downhill skiing and running. Completed road races include: Falmouth Road Race and Mt. Hood to Coast.
Michael H. Wang 723 Byrne
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Hanover, NH 03755
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832.264.4000
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[email protected]
EDUCATION 2005-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
1996-2001
THE UNIVERSITY OF TEXAS AT AUSTIN
Hanover, NH Candidate for Master of Business Administration , June 2007 Leonard E. Morrissey Jr. Scholarship recipient (merit based) Designing a new integrative strategy course in conjunction with Dean David Pyke and various professors Tuck Admissions Associate, Head Tuck Ambassador for Texas, Tuck Stuff Student Owner, Safe Rides Chair Homebrew Club Co-founder, Glen Tuck Club, Golf Club, Hockey Club Austin, TX
Masters in Accounting, May 2001 Bachelor of Business Administration in Accounting, May 2001 Bachelor of Arts in Government and Economics, December 2000 Texaco Foundation Scholarship recipient (merit based)
EXPERIENCE Summer 2006
BAIN & COMPANY, INC.
Dallas, TX
Summer Associate Member of a team advising a $31B major defense diversified company, focusing on future operations strategy resulting in approximately $400M in savings Analyzed operation efficiencies to increase productivity by 35% through internal benchmarking • Reduced work-in-progress inventory by 25% through establishing operating standards •
2002-2005
ERNST & YOUNG, LLP
Houston, TX Financial and energy commodity operations consulting practice focusing on large energy trading and financial institutions. Specializing in reducing the capital at risk, optimizing portfolio performance and increasing operational efficiency. Senior Consultant (2003-2005); Consultant (2002-2003) Strategy Directed $500,000 project, reviewing operational efficiency of securitizing and selling mortgage backed • securities and determining the maximization price for the instruments, increasing profits by 1.5%. Developed strategy to manage price risk, by reducing the open position at daily close for a $250 million • portfolio, reducing the value at risk by 5%. • Constructed framework to promote effectiveness and efficiency in energy commodity trading by providing guidelines on transaction procedures and eliminating redundancies. Reduced transaction time by 25%, reporting period by 33%, and costs by 5%. Operations Formulated and implemented financial reporting standards arising from industry reform to maximize • synergies, reducing preparation time by 20% and increasing automation by 15%. Managed team of twelve in evaluating effectiveness of commodity hedges and valuation of derivatives. • Increased hedge effectiveness by 2%, saving the company $100,000 annually. Professional Development Developed and led peer mentor system for new hires, added to the organizational development plan for all • staff. Received outstanding reviews from the managing partner and all participants. • Led the recruiting efforts at the University of Texas, undergraduate and MBA programs, increasing acceptance percentages by 75%.
2001-2002
ARTHUR ANDERSEN, LLP
Houston, TX Consultant (2001-2002) Improved client’s operational efficiency by 4% for daily calculations of key earnings and management • values by reducing redundancies and determining the appropriate sequence of calculations.
PERSONAL • • •
CPA Licensed (Texas), Passed CFA Level I Fluent in Mandarin Chinese Texas Longhorn sports fanatic, golf enthusiast, and world explorer (over 25 countries)
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1 Year Students
DAVID K. CHIN 803 Byrne Hall • Hanover, NH 03755 • (917) 699-0903
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[email protected]
EDUCATION Class of 2008
Hanover, NH TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree • Activities: Private Equity (newly elected Co-Chair), Entertainment & Media, and Tri-Pod Hockey clubs
Class of 2000
DARTMOUTH COLLEGE Bachelor of Arts in Economics Alumni Fund Scholar, Alpha Chi Alpha Fraternity, Research Assistant to a Tuck Professor •
Class of 1996
STUYVESANT HIGH SCHOOL
Hanover, NH
New York, NY
EXPERIENCE Summer 2006
New York, NY DLJ MERCHANT BANKING PARTNERS Summer Intern Participated in the sourcing, structuring, and execution of various private equity transactions • Met with target management teams, investment bankers, legal counsel, tax/accounting advisors, and • consultants as part of sourcing and due diligence efforts Built operating and LBO models; authored investment committee memoranda •
2002 – 2006
New York, NY CREDIT SUISSE SECURITIES (USA) LLC Associate (Class of 2003) – Leveraged Investments Group (Alternative Investments Division) The Leveraged Investments Group manages several credit-oriented investment funds (CDO, hedge fund, separate account) with $10 billion in total AUM • Served as credit analyst responsible for coverage of the food and beverage, consumer products, and tobacco sectors Evaluated senior (first- and second-lien), high yield, mezzanine debt, and equity investment/trading • opportunities in the par and distressed markets Conducted fundamental credit analysis based on modeling and analysis of cash flows, capital structure, • valuation, and relative value • Joined creditor committees in financial restructurings of companies in portfolios • Assisted in business development activities including fund raising and investor meetings
2000 – 2002
New York, NY BANC OF AMERICA SECURITIES LLC Analyst – Media & Telecommunications Group (Investment Banking Division) Participated in the sourcing, structuring, and execution of various M&A and corporate finance transactions • of clients in the media & telecommunications industries Built various financial models (DCF, comparable companies, comparable transaction, M&A, and LBO) • Drafted public offering documents and selling memoranda, participated in due diligence sessions, and • created roadshow presentations Transactions include four high yield offerings, one IPO, one M&A transaction • • Ranked in top tier of analyst class; one of selected analysts in the group offered a third-year position
Summer 1999
New York, NY FIRST DOMINION CAPITAL, LLC Summer Analyst • Participated in the sourcing, structuring, and execution of various senior debt, mezzanine debt, and private equity investments in middle-market companies Assisted in financial analysis, due diligence, and drafting of investment committee memoranda • Only one of three summer analysts to receive full-time offer •
PERSONAL • •
Big Brothers/Big Sisters of New York, Dartmouth Alumni Interviewer Enjoy running, cycling, weight training, skiing, and traveling
Brian P. Fleming 36 West Wheelock Street, Apartment 8
Hanover, NH 03755
(617) 429-5154
[email protected]
Education 2006-Present
Tuck School of Business at Dartmouth
Hanover, NH
Candidate for the Master of Business Administration degree, June 2008 Private Equity Club, Investment Club, Tuck T imes, Dartmouth Mentoring Program, and Ice Hockey
1994-1998
Dartmouth College
Hanover, NH
A.B., Cum Laude, Economics, Minor in Government Varsity Ice Hockey Chi Heorot Fraternity, Vice-President Dragon Senior Society
Experience 2005-2006
ACCION USA
Boston, MA
Operations Associate Non-profit microlender that has provided over $130 million to 14,300 low-income entrepreneurs
2000-2005
Played a key role in expansion of lending activity from four states to entire domestic United States Coached entrepreneurs on business plan development for start-up restaurants and retail firms Analyzed potential acquisitions of other microlenders’ portfolios and opportunities Isolated determinants of risk in historical loans to create a risk-adjusted pricing model for future loans
Boston Ventures Management, Inc.
Boston, MA
Associate Private equity firm with $2.6 billion invested across six funds in the media and entertainment sectors
Screened transaction opportunities, conducted extensive due diligence, and built internal case for investment Identified sources of senior capital and negotiated credit agreements with prospective lenders Negotiated purchase and operating agreements with management teams of three acquired businesses Drafted white papers on the cable television, recorded music, television broadcasting, and travel industries Served on the Board of SSI Holdings, LLC and was a board observer for several other portfolio companies Selected portfolio companies and their respective transactions: SSI Holdings, LLC : Leveraged buyout of provider of online and telephone samples for use in market, political, and academic research. Purchased for $90 million and sold in two years for $360 million Rave Reviews Cinemas, LLC : Start-up financing for domestic movie theater exhibitor that opened 18 cinemas and grew to approximately $140 million in revenues NorthStar Travel Media, LLC : $66 million leveraged buyout of trade publisher for the travel industry Estimation Holdings, Inc. : $20 million buyout and growth financing for software firm focused on the mechanical and electrical sub-trades of the construction industry
1998-2000
Bear, Stearns & Co. Inc.
New York, NY
Financial Analyst, Corporate Finance, General Industry Group
Developed company valuations based on discounted cash flow, comparable company, precedent transaction, and sum-of-the-parts analyses Created leveraged recapitalization/buyout and merger models to evaluate the pro forma effects of potential transactions on corporate earnings, capital structure, credit statistics, and ownership Selected transactions: Trivest, Inc. : Advised on $278 million leveraged buyout of WinsLoew Furniture, Inc. WinsLoew Furniture, Inc. : Lead-managed $105 million offering of senior subordinated notes Bear Stearns Venture Partners, L.P. : $150 million venture capital fund of funds Armor Holdings, Inc. : Joint lead-managed $67 million follow-on equity offering
Personal
Volunteer youth athletic coach for Hill House and big brother for Big Brothers of Massachusetts Bay Dartmouth College alumni interviewer Interests include hockey, soccer, and squash
Alexander F. Koepnick, CFA 811 Byrne Hall
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Hanover, NH 03755 • +1 (603) 276-0216
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[email protected]
EDUCATION 2006-Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. Finance Club; Private Equity Club; Tuck Ambassador to Germany, Austria and Switzerland 2003-2006
CFA (CHARTERED FINANCIAL ANALYST)
1999-2001
BUSINESS SCHOOL LAUSANNE Bachelor of Business Administration, September 2001, Award: Best Student of the Class of 2001
Frankfurt, Germany Lausanne, Switzerland Summa cum Laude
EXPERIENCE 2002-2006
Munich, Germany SIEMENS 2005 – 2006 Portfolio Manager • Managed together with eight other portfolio managers the Siemens Pension Trust (€12bn) • Traded government bonds, corporate bonds, currencies, money market, futures and options • Improved and developed quantitative forecasting models and tools to monitor risk. These models were used in the investment decision process by all portfolio managers • Modeled portfolio behavior under certain predicted yield curve movements Wrote portion of RFPs (Request For Proposal) to get funding from outside clients • 2005 In-House Consultant Joined a small project team initiated by the Siemens CFO • Changed the Siemens pension reporting system and management procedures of pension assets • 2003 – 2005 Portfolio Manager • Traded currencies and FX Futures 2002 – 2003 Intern • Supported portfolio managers in their decision making process • Updated existing forecasting models
2001-2002
KOEPNICK & LANG HAUSVERWALTUNG
Munich, Germany & Vienna, Austria
Real Estate Investment Professional • Sold apartment buildings in Vienna, Austria 1999-2002
CUTTING EDGE TECHNOLOGIES GMBH & CO KG / 2K VERWALTUNG
Munich, Germany
Co-founder and Chief Technology Officer • Experience in starting a tech company (digital imaging solution provider) 1999
SIEMENS PLC.
London, UK
Intern Supported the SAP team in developing new data mining user interfaces for managers • 1998
KOEPNICK & KAUFHOLD CONSULTING GBR
1998
Tokyo, Japan SIEMENS K.K. Intern Evaluated and improved IT infrastructure in different divisions and locations to be ready for SAP •
Munich, Dresden & Praha, Europe Co-founder, Consultant Coordinated the workflow between the three subsidiaries of Alpenpark GmbH, increased client’s • productivity by implementing different network tools between subsidiaries and banks
PERSONAL • • • •
Sport: Golf, ski, tennis, volleyball, boat driver's license, scuba diving license, hunting license Art: Organized monthly guided tours through exhibitions. Member of PIN. Pinakothek der Moderne Culture: Love reading (classics) and traveling, Lived and/or worked in 9 countries in 8 years High-tech: traveled regularly to important industry trade fairs in the last 10 years; currently starting an internet company
