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Rami Abu-Rm Abu-Rmaile aileh h Work Experience Dubai, UAE 2 0 1 2 – 20 1 4
Dubai Mercantile Exchange (DME) Head of Strategy & Business Development
Developed Developed and implemen implemented ted turnaround turnaround strategy strategy for world’s world’s third-large third-largest st crude oil exchange, exchange, handling handling 11% of world world production. production. Spearheaded development development of regional crude crude and refined refined petroleum-product petroleum-product markets. Served as project manager manager for several strategic projects projects and ad-hoc ad-hoc advisor advisor to Omani Omani Ministry Ministry of of Oil Oil & Gas regarding regarding national national oil-inf oil-infrastr rastructure ucture developm development. ent. Turnaround Turnaround achievements achievements Grew traded volume volume by 70% by implementin implementingg innovative innovative trading-in trading-incenti centive ve programs, programs, attracting attracting new customer segments, segments, and introducing trading-platform improvements improvements such as margin offsets offsets and minimum-collateral requirements. requirements. Boosted revenue by by 30% by revising revising trading fees, increasing sales of trading memberships to Asian refiners, and introducing introducing new revenue revenue stream streamss such as oil storage. storage. Reduced Reduced operating operating costs costs by 40% by designing designing leaner leaner organizati organization on structure structure and eliminatin eliminatingg or revising revising expenditur expenditures es such as telecommun telecommunicatio ications, ns, contracted contracted services, services, and real estate. estate. •
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Development Development of crude- and refined-product refined-product markets Launched Launched first Middle Eastern Eastern & Indian Indian refinery refinery industry-ta industry-taskfor skforce ce to develop develop jet fuel and liquefied liquefied petroleum petroleum gas markets. markets. Negoti Negotiate ated d terms terms of strateg strategic ic collab collabora oratio tion n with Iraqi Iraqi Minist Ministry ry of Oil that that enabled enabled Iraq Iraq to join join DME market market and led resul resultin ting g technical working group. Managed Managed stakeholde stakeholderr relationsh relationships ips with producerproducer-count country ry institutions, institutions, e.g., e.g., Omani Ministry Ministry of Oil & Gas, State Oil Marketin Marketing g Organization (Iraq), OPEC, Tasweeq (Qatar), and port authorities. • •
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Special Special projects projects Oversaw Oversaw five-comp five-company, any, 20-perso 20-person n team to design and construct construct region’s region’s first commercial commercial crude-stor crude-storage age facility; facility; tasks included included designing business business model, building building capacity-auction market market negotiating negotiating legal framework, framework, and supervisin supervisingg implementa implementation. tion. Develope Developed d pipeline pipeline trading trading concept concept for Oman’s Oman’s national national pipelin pipelinee infrastruc infrastructure ture and and secured secured approva approvall for implementa implementation tion from from Omani Omani Minist Ministry ry of Oil & Gas. Gas. •
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Other achievements Act as member of Organization of Islamic Conference’s Conference’s taskforce on commodity commodity markets, Islamic world’s first industry-led initiative to create Shariah-compliant Shariah-compliant commodity derivatives; serve on Commercial Steering Committee for Ras Markaz Crude Oil Park ($10bn Greenfield storage project); project); represent DME in OPEC-IEA-IEF technical working group on Interaction of of Physical and Paper Markets; speak regularly at industry conferences. Spearheade Spearheaded d pan-Arabi pan-Arabicc TV campaign campaign to raise public public awareness awareness of of DME. Featured Featured regularly regularly on on region’s region’s top three three news news stations stations (Al Arabiya Arabiya,, CNBC Arabiya, Arabiya, and SkyNews SkyNews Arabia), Arabia), with combine combined d viewership viewership exceeding exceeding 50mn. Managed Managed in-house in-house three-pers three-person on analytics analytics team and built multi-mark multi-market, et, multi-geogra multi-geography phy business-i business-intell ntelligenc igencee capability. capability. Initiated and ran company-wide company-wide training training program program covering covering energy derivatives and petroleum-industry value chain. •
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McKinsey & Company Engagement Manager, Associate
Dubai, Toronto 2009 – 2012
Advised C-level clients on growth strategies, investment investment decisions, capital allocation, operational operational transformation, organizational restructuring, and strategic procurement programs. Served clients in oil & gas, aluminum smelting, smelting, power generation, coal, construction, and telecommunications. telecommunications. Worked in Middle East, West Africa, South Africa, East Asia, and North America. • •
Example client engagements For South Korean Korean Chaebol, Chaebol, designed designed five-year five-year growth growth strategy for its multi-commo multi-commodity dity trading trading arm (crude oil, refined refined petroleum products, iron ore, coal, and petrochemicals petrochemicals markets). Defined and and recommended growth growth models, leading to establishment of joint venture, and and opening of European and U.S. Pacific Coast markets. markets. For European International Oil Company Company operating operating in in North North America, America, set up and ran program-management office, resulting in changes changes in operating operating philosophy philosophy across across all upstream upstream subsidiaries subsidiaries in response response to major environ environmenta mentall incident. incident. For South South Africa coal-min coal-mining ing company, company, pinpointed pinpointed $400mn $400mn in capital-exp capital-expendit enditure ure savings savings for $1.7bn $1.7bn Greenfield Greenfield mine. mine. Safeguarde Safeguarded d against against production production losses losses resulting resulting from from constructio construction n delays, delays, leading leading to uninterrupt uninterrupted ed supply supply of ~1mn ~1mn ton/year ton/year of coal to market. For Middle Eastern Eastern Greenfield Greenfield refinery, refinery, successful successfully ly assisted assisted client through through first stages of $10bn $10bn Engineerin Engineering, g, Procurement, Procurement, and Construction Construction process, which involved involved formulating new organizational organizational design to ensure delivery of technically technically complex project in multicultural environment. •
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Rami Abu-Rmaileh Page 2
Work Experience (cont.) Constellation Energy Houston, TX Associate, Risk Management 2008 Managed development and production production risk for 15mn standard-cubic-feet/day asset with ~230bn cubic feet in reserves. Developed strategy for asset divestiture, leading to exit at 20% premium premium to acquisition price. Formulated Formulated natural natural gas trading trading policies policies and ensured ensured trader complianc compliance. e. • • •
Shell Oil Summer Intern, Reservoir Engineering Built reservo reservoir ir model for for offshore offshore field field in Brazil to establish establish presence presence of 150mn 150mn barrels barrels of extractable extractable oil. oil. Conducted Conducted reserve-es reserve-estimat timatee sensitivity sensitivity studies by applying applying experiment experimental-des al-design ign methods.
Houston, TX Summer 2007
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Midgulf International Amman, Jordan Trading Assistant & Application Developer 2002 – 2006 Conducted fundamentals analysis analysis on Black Sea, Indian, East African, and Chinese wheat, sulfur, and phosphate markets. markets. Participated in preparing for for government tenders including including deal pricing, pricing, risk analysis, analysis, and ship chartering. chartering. Developed Visual Basic applications for full-cycle trade capture and close-out. • •
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Cambridge University Cambridge, UK Summer Intern S u m me r 2 0 0 1 Back-tested Back-tested and estimated estimated parameter parameterss for equity and and currency currency models for European, European, American, American, and and Japanese Japanese markets. •
Education Palo Alto, CA 2014 – present
Stanford University Sloan Fellow (MSx) at the Graduate School of Business
Austin, TX 2006 – 2008
Univer Universit sity y of Texas Texas – Austi Austin n MS in Petroleum Engineeri ng GPA: 3.83/4.0 3.83/4.0 Universit University y of Cambridge Cambridge BA/MEng Engineering First Class (ranked 21 out of 300 students) Recipient of six merit scholarships scholarships for academic academic performance performance
Cambridge, UK 1998 – 2002
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Additional Information Community: Arab Stabilization Plan
Dubai, UAE Internal Consultant 2013 – Present Project-man Project-manage age team of three volunteer volunteer consultants consultants to assemble “project “project playbook” playbook” of 200+ investment investment opportuniti opportunities es across Middle Middle East targeted targeted at creating creating youth-emplo youth-employmen ymentt opportuniti opportunities. es. •
Dubai Book Club Dubai, UAE Founder 20 09 – 2 01 1 Establishe Established d and ran 20-member 20-member monthly monthly Arabic Arabic book book club club aimed at introduc introducing ing non-native non-native Arabic Arabic speakers speakers to key works works in contemporary Arabic literature. •
Interests:
Reading about current affairs, world travel, half-marathon half-marathon running, hiking, off-roading, desert camping, and photography.
PINAKI AICH 51 Dudley Ln 313 Escondido Village, Stanford, California California 94305 / pinakiaic / pinakiaich@alumni.
[email protected]. stanford.edu edu / / +1(415) 687-1364 12 YEARS OF EXPERIENCE IN CORPORATE STRATEGY AND DEVELOPMENT, MARKETING ANALYTICS AND MANAGING MULTICULTURAL TEAMS ACROSS PUBLIC AND PRIVATE SECTOR IN EMERGING AND FRONTIER MARKETS. EDUCATION STANFORD GRADUATE SCHOOL OF BUSINESS (GSB) Masters of Science in Management– Expec ted June 2015 NMIMS (5th ranked MBA program in India) MBA in Marketing a nd Advertising
California, USA
2014 – Present Mumbai, India
DELHI UNIVERSITY Bachelor of Scienc e in Mathematics (Honors)
1999 – 2001 Delhi, India
1995-1998
EXPERIENCE HIGHLIGHTS STRATEGY AND BUSINESS DEVELOPMENT •
Drove short and long term strategy for Government of Dubai for financial services and facilitated growth of the industry by 13%.
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Led strategic initiatives including market and competitor analysis, go-to-market, risk assessment and economic forecasting/modeling.
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Contributed to successful market entry strategy for 30+ global asset management and banking firms through portfolio optimization across products and geographies and assessment of market tr ends.
CORPORATE DEVELOPMENT •
Team lead on M&A deals worth circa $300M for sovereign fund including financial due diligence and negotiation.
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Played key role scoping actionable business plans and piloting them across financial services, real estate, technology and retail sector.
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Involved in corporate restructuring and turnaround exercise resulting in 30% OPEX savings and revenue growth of 53% in 3 years.
PORTFOLIO MANAGEMENT •
Managed commercial real estate infrastructure investments for Government of Dubai worth circa $2.5B and generating $200M annually.
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Represented sovereign body for developing first REIT in Middle East and North Africa region and aided raising $800M.
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Developed financial models for deal analysis, support proposals and influencing negotiations on deals worth $1.2B.
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Instrumental in ensuring 22% growth in revenues from commercial real estate portfolio in 2009 during financial crisis.
MARKETING RESEARCH AND ANALYTICS •
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Delivered consumer insights and strategy to sales, product and service teams with business implications of over $400M for HSBC. Expertise in new product development, brand equity measurement, market sizing, pricing, segmentation, customer loyalty/NPS, communication testing and customer profiling research.
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Designed insight division’s vision as a customer insight champion and planned research calendar worth $50M across 21 countries.
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Led primary research for MNC clients across FMCG, consumer durables, automobile, financial services and pharmaceutical sector.
EMPLOYMENT HISTORY GOVERNMENT OF DUBAI (Dubai International Financial Centre)
Dubai, UAE
Director Strategy Associate Director Corporate Development HSBC Associate Vice President – Marketing and Research Strategy Nielsen Senior Research Executive IMRB International Research Executive
2011-14 2008-11 Dubai, UAE 2005-08 Dubai, UAE 2003-05 Delhi, India 2001-03
ADDITIONAL INFORMATION • • • •
Language competencies – English, Hindi, Bengali and Arabic (Basic) Trained innovation/design thinking professional (Certified by Whatifinnovation! Partners and DSchool – Stanford University) Adept at financial and statistical modeling and using statistical packages such as SPSS. Avid public speaker, fitness and sports enthusiast active in obstacle racing, cross-fit, mixed martial arts, soccer, squash and golf.
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MARK ALLEN (650) 283-9503 [email protected] •
SUMMARY
Highly skilled Senior Energy Professional with over 20 years experience managing oil and gas assets in Europe, Africa and Asia. Combined strategic thinking and technical rigor to participate in discoveries of natural resources worth hundreds of millions of dollars, and grow their asset values through careful exploitation. Optimized technology deployment and focused teamwork to maintaining lower quartile operating costs. Operations Planning and Execution
Asset Management
Joint Ventures
Team Formation
Technical Studies
M&A Evaluations
EXPERIENCE Tullow Oil, Cape Town, South Africa
2007 - 2014
Development Engineering Manager Delivering technical analysis and operations planning for a portfolio of 12 sub-Saharan countries • •
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Founded Cape Town Development and Operations team comprising 20 geoscientists and engineers. Managed technical studies and investment proposals on a portfolio of 18 producing oil fields across West Africa which generated over $750MM in annual revenue. Led petroleum engineering operations during the discovery and appraisal of the giant Jubilee oilfield in Ghana in preparation for a 4 billion dollar development. Prepared the field development plan for a Namibian 800 MW, $1Bn gas to power project. Managed and evaluated data acquisition for five drilling rigs operating in Kenya to evaluate new discoveries of over 500 million barrels of reserves.
Tullow Oil, London, UK
2003 - 2007
Engineering Manager Monetizing marginal natural gas fields through innovative low-cost development solutions • •
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Led a team of 5 petroleum engineers managing a portfolio of ten UK North Sea gas fields. Advanced four new field developments from scoping studies to first production, increasing equity production by 50% in 3 years. Influenced Joint Venture operator ConocoPhillips to re-develop two minority assets. Built and maintained reservoir and production optimization models. Managed annual reserves audit cycle supporting syndicated debt facility.
ADDITIONAL EXPERIENCE
Shell, London and Aberdeen, UK
1997 - 2003
Senior Petroleum Engineer
Schlumberger. UK, Oman, India Field Engineer
1991 - 1996
EDUCATION Stanford Graduate School of Business, MS in Management, Stanford, CA (Expected June 2015) • Executive member, Stanford Energy Club Heriot-Watt University, M.Eng in Petroleum Engineering, Edinburgh, UK Graduated with Distinction • Edinburgh University, B.Eng in Mechanical Engineering, Edinburgh, UK Graduated with 1st class degree •
ADDITIONAL •
French language, foundation Russian, German and Japanese
Clement Armstrong
+1 (650) 223 4884 | [email protected]
Summary Sales strategy and marketing professional. Responsible for driving sales performance and ‘go to market’ for a high-net worth distribution channel with $200-300M revenue over 250 advisers. Combines expansive thinking and persuasive synthesis with deep execution skills. • •
Sales Strategy and Marketing Business Development
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Digital/Social Execution Master Developer
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Financial Analysis Program Management
Experience Sydney 2009 – 2014 Responsible for improving sales performance in BT Private Wealth: Westpac Private Bank, St.George Private, and Bank of Melbourne Private. Launch of 32 sales initiatives and campaigns over three years, he lping to deliver net revenue uplift of over 10% annually. Design and implementation of client engagement operating rhythm, covering lead generation, engagement and account management. Creation of ‘go to market’, value proposition and sales resources, together with design of online distribution resources: intranet, tablet, and web. Westpac Group: BT Financial Group, Private Wealth Senior Manager - Sales Performance (Sales and Marketing)
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Promoted
Wealth Services Manager
Responsible for operationalizing direct wealth distribution in BT Private Wealth. Creation of quarterly investment presentations, product brochures and sales resources to support distribution: resource libraries, iPad applications and client presentations. Operational management of direct wealth initiatives and revenue pathway planning to establish channel. Returned $1.1M in savings while delivering to program scope. •
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Promoted
Senior Project Manager
Responsible for implementation management of online platform upgrade in wealth management, and regulatory change program to implement Privacy Act changes. Requirement gathering, design and implementation planning of the Private Wealth stream of the Online Transformation Program, an online banking upgrade. Program management of Comprehensive Credit Reporting stream of Privacy Program, co-ordinating the Credit Reporting Executive Working Group and a team of 5. •
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Promoted
IT Project Manager
Responsible for implementation of HNW Program's technology stream. Management of a team of 15, solution architects, analysts and developers, to deliver a portfolio management system to support an expanded Private Banking offer. Creation of an integrated banking and wealth reporting system, consolidating views from numerous host systems to expand opportunity-finding and client engagement. •
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Commonwealth Bank of Australia: Commonwealth Securities Senior Analyst
2007 – 2009 Responsible for changing ITSM functions in support of transition to multi-vendor model. Definition of ITSM functions in support of transition to a multi-vendor sourcing model for a technology portfolio of ~$200M. Transition management to target operating model of application and infrastructure teams, finance, and three offshore partners. •
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Clement Armstrong
+1 (650) 223 4884 | [email protected] JPMorgan: Investment Bank Senior Associate
London 2006 – 2007
Responsible for changes to the global derivatives (swaps) trading system. Implementation of 15 enhancements over three release cycles in order to support product launches, adaption to commercial and regulatory change, and enable process simplification. •
Commonwealth Bank of Australia: Commonwealth Securities Team Leader
Sydney 2002 – 2006 Responsible for delivering Imaging and Workflow initiatives as part of $500M CR M program. Leadership of a team of 5 - 12 project resources to implement workflow solutions. Launched the first Signature Pad authentication by an Australian bank: simplifying client interactions and helping the transition to paperless branches. Delivered imaging and workflow pre-scanning pilot for inbound docum ents and call centre operations centre; subsequently scaled to cover inbound mail nationally. • •
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Promoted
Business Analyst
Responsible for analysis and modelling of account processes. Research and analysis to create process, functional and integration specifications in support of the integration of Comm Sec and CFS product functions, helping to enable value release value from merger. •
Melbourne 1995 – 1997 Responsible for helping Information Specialists in the Research & Information electronic media practice to research, analyze and present info. This role began as a work experience position. McKinsey & Company Information Assistant (Part-time)
Education Stanford Graduate School of Business, Sloan Fellow, MS in Management Macquarie University, BBA (Finance/Business Law)
Expected mid 2015 2001
Additional Skills CFA Chartered Financial Analyst Charterholder. MCPD Microsoft Certified Professional Developer: ASP.Net Developer. Development skills .Net, ASP, AJAX, SQL S erver, IIS, JavaScript, Oracle, XML, HTML. RG146 Tier 1 accredited for the provision of financial product advice to retail clients. Languages Fluent Swedish, intermediate French and Norwegian, basic Japanese and Italian. Interests Regular competitor in ironman, triathlon and running events.
Martin A. Attiq 109 McFarland Ct, Apt 219, Stanford, CA 94305 | +1 917 325 6584 | [email protected] Summary: Versatile financial markets and financial technology executive w ith significant experience in:
• Large-Scale Transactions • Business Development
• Portfolio Management • Leadership
• Big Data/ Financial Technology • Entrepreneurship
I am currently a Fellow at Stanford Graduate School of Business. My focus has been on two research areas: (i) Financial Technology (FinTech) and (ii) the revitalization of Detroit. For FinTech, I’ve written a research paper on Winning Business Models in Digital Wealth Management. For Detroit, along with two others, raised capital for a fund that will support Detroit’s real estate growth. Experience Director, BlackRock, Financial Markets Advisory (FMA), 2005 – 2014; Titles: Analyst, Associate, VP, Portfolio Manager, and most-recently Director. The FMA group provides advice to official and financial institutions on issues emanating from the financial crisis, management of complex assets and M &A due diligence.
I was a Founding Member of the FMA group at BlackRock and spent seven years in that group. Prior to the FMA, I was a trader and portfolio manager on the Structured Products. I started as an Analyst in BlackRock Solutions modeling fixed income portfolios using BlackRock’s risk technology platform and creating bespoke models. Considerable leadership, entrepreneurship, operational and business development experience Entrepreneurial: Launched Valuation and Risk Assessment (VRA) Business. During the financial crisis, I co-led the launch of the VRA business within FMA to help official and financial institutions understand the complexity of their distressed portfolios and to assess options for resolution (wind-down, disposal, re-structure). By 2010, the business had over $100 million in annual revenue. The launch included a detailed business plan with creation of a new team, human capital investment needs, financial technology requirements, marketing plans, and legal and operational protocols. •
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Leader. Served in a leadership capacity on many of FMA’s landmark assignments including analyzing and structuring the Federal Reserve's rescue vehicles for Bear Stearns and AIG, assessing the Greek banking system to help secure emergency financing, and advising official and financial institutions in the US, UK and across Europe, primarily related to bank recapitalizations, bank asset protection schemes, portfolio strategy and disposition and valuation and risk assessment of large scale portfolios. In addition, a member of FMA’s Pricing Committee, the group responsible for approving all contract engagements. Business Developer. Led or an integral member of Business Development efforts on over 100 successfully completed mandates, resulting in over $300 million of revenue. Operator. During the first two years in FMA, I was responsible for key operational activities: tracking of revenues, business development pipeline, legal contract templates, people onboarding, pricing of engagements, and resource management.
Significant transaction, capital markets, and financial system analysis experience Maiden Lane III (AIG Bailout) Transaction. Co-led an engagement that advised the NY Federal Reserve on the structuring of the $80 billion Maiden Lane III facility. The advice consisted of a liquidity drawdown analysis on AIG-FP’s CDS on CDO portfolio, potential solutions to AIG’s liquidity issue, and negotiations with bank counterparties. •
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Greece Banking System Diagnostic. Responsible for analyzing the Greek bank balance sheets and providing input to the Troika (IMF, ECB and EC) on capital requirements of the Greek banking system, successfully leading to a capital injection of !10 billion. In doing so, I was responsible for supervising a senior team of 30 professionals. UK Bank Asset Protection Scheme. Advised Her Majesty’s Treasury on the creation of an Asset Protection Scheme (APS) by analyzing the troubled assets of RBS and Lloyds. Dutch Financial System Diagnostic. Team leader in assessing the Dutch banking system and completing the ECB Comprehensive Assessment. The team consisted of over 70 professionals, including advisors, portfolio managers, modelers, and engineers.
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European Bank Bailouts. Advised official institutions in Germany, Switzerland, Belgium, and Ireland on providing financial support to its member institutions by analyzing bank balance sheets and reviewing capital positions. Eastern Europe Bank Review. Led 12 senior professionals in conducting a banking diagnostic across four jurisdictions in Eastern Europe, including a review of the bank’s troubled assets, distressed operations, financial health, footprint and provisions. US Bank Bailouts. Conducted stress tests on 19 Bank Holding C ompanies in support of the US Treasury’s decision to implement the Troubled Asset Relief Program (TARP).
Portfolio Management, Trading, Optimization and Advice Portfolio Liquidations. Developed the auction strategy and led the negotiation with counterparties on the sale of a $5.1 billion SIV com prised of corporate (bank and other financial institutions) and various structured products. •
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Portfolio Strategy and Advice. Primary Portfolio Manager for a $10 billion structured credit portfolio for a leading European official institution, resulting in a successful exit in five years. Mergers & Acquisition Advise. Advised a private equity acquirer on its purchase of a European bank by valuing and assessing the bank’s balance sheet and conducting due diligence of the bank’s management and controls. Commutations. Advised four monoline insurers (Ambac, MBIA, CIFG, and Syncora) on negotiating with bank counterparties on their $200 billion of risky credit exposures.
Broad experience in Financial Technology (FinTech) Financial Modeling. Built large-scale loan models using CAS (Big Data) software and bespoke Excel models. In addition, built financial models for structured products desk at BlackRock using Perl code and bespoke excel models. •
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Research. Conducted research on Winning Business Models in Digital Wealth Management by analyzing key market trends, interviewing startups, incumbants, users and VCs. High-level takeaways were presented to a number of parties, including senior leadership at wealth management firms. Advisor to NYCA. Advised NYCA on potential investments in the Financial Technology space and recommended a specific investment to their Investment Committee. Technical Skills: Aladdin, Bloomberg, Excel, PowerPoint, C++, SQL, Perl, Matlab, Hadoop
Education Stanford University, Graduate School of Business – Stanford, CA – 2015 Candidate Fellow, Stanford Graduate School of Business MS in Management (Business) Social Innovation and Public Management Certificate President of Stanford Investment Club Research: (i) Winning Business Models in Digital Wealth Management; and (ii) Revitalization of Detroit Focus Areas: Design Thinking, Digital Businesses and Strategic Communications University of Michigan, College of Engineering - Ann Arbor, MI BSE in Industrial and Operations Engineering (Financial Engineering focus) Minor in Economics University Honors Additional Information Traveled to over 50 countries internationally and over 40 states nationally Led fundraiser that raised $12,500 for the Washtenaw Youth Mentoring Coalition for children with mental disability Lead coordinator for City Harvest, a food rescue organization that helps feed the hungry in New York Fluent in English and Aramaic
M ATTHEW P. BEREMAN +1 (765) 719-0046 | [email protected] | Stanford, CA
Investment and strategy executive focused on energy and cleantech, with a global perspective. Over $84 billion of deal experience on 40+ transactions in multiple industries over 9 years. Quick to build deep and broad knowledge, with an adaptable, diverse skillset that has driven success in multiple operating environments.
PROFESSIONAL EXPERIENCE Juilliard Global Ventures Co-Founder; Director, Strategy & Business Development, The Juilliard School New York Co-founded and developed the business plan for Juilliard Global Ventures, an independent, 2013–2014 entrepreneurial venture investment group supporting Juilliard’s strategic mission Raised $6 million seed funding; Year 5 revenue projections of $30 million, $5.5 million dividend Collaborated closely with the President, Board Chairman, and key trustees to develop new global distribution channels to monetize Juilliard’s substantial brand equity and intellectual property Identified and sourced principal investment portfolio of 4 new technology ventures, including online distance learning, tablet-based consumer apps, and a K-12 digital curriculum Developed critical partnerships, including with Touch Press, a leading iOS app developer; built product roadmap including “JSQ” which launched as the #1 paid music app in China (April 2015) •
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Lazard Frères & Co. New York 2011–2013
Vice President, Power, Energy & Infrastructure (Promoted from Associate, January 2012) Focused on energy technology, renewable generation, regulated utilities and infrastructure 17 transactions with over $32 billion of enterprise value Deep knowledge of cleantech and emerging energy trends in the wind, solar, energy efficiency, fuel cell, lithium ion battery and alternative fuel transportation industries Managed substantial transactions with large multi-functional deal teams, while leading financial and strategic analysis, valuation, transaction marketing and due diligence processes Executed complex structures, including MLP spin-off (NiSource), sale/leaseback (Edison Mission, AES Eastern), and asset swaps (confidential) Negotiated and executed $40 million Series C strategic fundraising for Clean Line Energy with innovative double-trigger exit mechanism •
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Citigroup Global Markets, Inc./Ltd. New York, London 2006–2011
Associate, Investment Banking (Promoted from Analyst, July 2008) Worked in multiple investment banking coverage groups in New York and London 24 transactions with over $54 billion of enterprise value Broad industry experience: Transportation and Energy Infrastructure, Leveraged Finance, Renewables, General Industrials (distribution/logistics, specialty chemicals) and Business Services Financial Entrepreneurs Group (New York, NY) advised private equity clients on capital structure, including bank debt, bond, and asset-backed facilities; assessed M&A-driven credit risk and made capital allocation recommendations for leveraged loan book EMEA Transportation & Infrastructure (London, UK) executed M&A and capital markets transactions for financial investors and industrial operators of infrastructure assets across Europe North America Infrastructure Advisory (New York, NY) First analyst hired to newly-formed group with dedicated coverage of infrastructure-focused financial investors; innovated acquisition financing structures, including project finance- and municipal debt-based structures •
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KeyBanc Capital Markets Seattle, Cleveland 2005–2006
Corporate and Investment Banking Analyst Rotational investment banking program; worked in Diversified Industrials and Debt Capital Markets (Technology Syndicated Finance) groups •
EDUCATION Stanford Graduate School of Business 2014–2015
M.S., Management (Expected June 2015) Sloan Fellow, Stanford MSx Program – Masters of Management for Experienced Leaders Coursework in sustainable energy, entrepreneurship and strategy Elected class president • • •
DePauw University 2001–2005
B.A., Economics; Computer Science minor
FINRA SERIES 7 / 63 LICENSED (INACTIVE THROUGH SEPTEMBER 2015) INTERESTS: Travel, Skiing , Golf, Triump h Motorcycles, Photog raphy, Cookin g/Dining
ROBERTO BLANCO +1 (650) 804-4871
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[email protected]
SUMMARY
Strategic planning manager with strong technical background who deeply understands the energy sector both financially and physically. Worked at the headquarters of Alfa, the largest Mexican conglomerate (65000 employees, $16 billion USD/year in revenues, 23 countries, 120+ industrial sites, five business divisions: power generation, petrochemicals, auto parts, food, and telecommunications in the Americas, Europe, and Asia, www.alfa.com.mx/index.htm). 11 years of extensive experience in energy project evaluations and global energy market intelligence, managing the company’s energy portfolio made of 1 billion USD of proprietary trading. Actively participated in the recently approved energy reform in Mexico, which has opened up possibilities to private investment in power generation and oil & gas exploration. EDUCATION
Stanford Graduate School of Business , MS Management (expected June 2015) • •
A one year, full-time degree program for experienced leaders. Concentration in Finance & Energy (Data & Decisions, Corporate Finance, Debt Markets, Board Governance, Macroeconomics, Sustainable Energy, Energy Resources Engineering, Geopolitics of Energy, Sustainable Cities).
ITESM Tecnologico de Monterrey, MS Energy Engineering (2013) •
Minor in Renewables & Thermal Engineering (Wind & Solar Energy, Green Buildings, Energy Efficiency, Cogeneration, Advanced Heat Transfer, Combustion, Energy Markets & Regulation. Thesis: Energy logistics, Decentralized Energy Resources, Distributed Energy Generation, Smart Supply/Demand).
ITESM Tecnologico de Monterrey, BS Mechanical Engineering (2001) • •
Minor in Artificial Intelligence. Awarded several scholarships including the General Electric Foundation for Engineering, Government of the State of Tamaulipas, and ITESM Tecnologico de Monterrey.
PROFESSIONAL EXPERIENCE
GLOBAL SENIOR ENERGY MANAGER (Alfa), July 2008 – June 2014. In charge of energy procurement for all of Alfa’s affiliates. As a result of study performed with McKinsey Co (Mexico City and Houston offices), became in charge of new projects derived from Mexico’s Energy Reform approved in 2013: Natural gas cogeneration power plants, renewable energy, oil & gas upstream, midstream and downstream, gasoline wholesaling, NGL processing. Coordinated Strategic Planning, Oil & Gas Marketing, Power Supply, Energy Efficiency, and R&D areas. Financial derivatives and options expert. Designed, and daily traded and risk managed Alfa’s crude oil, natural gas, gasoline, ethylene & ethane) and carbon emission hedging strategy (exposure ~1 billion USD). Continuously advised on risk management to Alfa’s CEO and CFO. Member of Risk Management Committee. Performed energy market intelligence. Monitored key fundamentals and market data for different countries. Negotiated and opened more than $600-MM USD new credit lines , executed ISDA Master Agreements and developed first-hand relationships with financial/physical supply counterparties, including JP Morgan, BNP Paribas, Deutsche Bank, Credit Suisse, Barclays, Merrill Lynch-Bank of America, Citibank, Morgan Stanley, Goldman Sachs, Santander, UBS, Scotiabank, BP, PEMEX, Conoco Phillips, Sempra, Shell Trading, Cargill, Koch and others. Had direct business meetings with Jamie Dimon (J.P. Morgan CEO), Robert Diamond (Barclays CEO), Felipe Calderon (former Mexican President), Senators and other relevant players. Leaded carbon emissions reduction projects. Created inventory of environmental emissions for Alfa. Identified Clean Development Mechanism projects and created portfolio for Alfa under the United Nations Framework Convention on Climate Change (more than 12 projects and 5 million tons of CO2 worth $50 MM/year ). Registered, validated and verified before United Nations Organization the world’s largest single energy efficiency project of carbon emission reductions, and third single largest project in Mexico (Petrotemex Integration Project). Sold Certified Emission Reductions (first ever received by Alfa) worth $25 MM. Negotiated all natural gas supply contracts and assessed power contacts for industrial facilities in Asia, Europe, S. America, and N. America. Named Attorney-in-fact for all of Alfa’s affiliates. Total saving: ~$30 MM USD/year . Developed oil & gas exploration and production projects in the USA and Mexico that became new Alfa companies ($100 MM USD/year in EBITDA). Member of the board for oil & gas services company in Mexico. Energy regulation expert for national industrial chambers in several countries, who have led to new regulatory frames. Won the arguments when defending positions in federal courts in the US and Mexico. Developed energy price forecasts for different regions and prepared annual energy budgets. Reported to CEO on the energy bill, consumption, and productivity from all of Alfa’s facilities. Developed an information system to advise and keep Alfa and its affiliates informed of the relevant issues in energy. • •
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ENERGY CHIEF ANALYST (Alfa), February 2003 - June 2008. Identified and participated in implementation of nearly 400 energy efficiency projects throughout the companies ranging from cogeneration and anaerobic treatment plants to modernization of transportation fleets and refurbishment of steam boilers using coal, fuel oil, and natural gas. Total savings worth ~$80 MM USD/year . Evaluated wind power generation in Oaxaca, Mexico (highest wind speeds worldwide). Managed 1000-MW cogeneration power plants according to arbitrage opportunities vs public utility tariffs. Evaluated opportunities for acquisitions of Liquefied Natural Gas regasification capacity. Evaluated natural gas pipeline supply from Texas into Mexico for Alfa and other large industrials. Created Alfa’s Energy Committee where company directors meet to review different energy projects. Presented the case and provided supportive evidence to Energy Regulatory Commission (CRE) on distortions of previous natural gas pricing formulae in Mexico, resulting in current natural gas pricing formula in Mexico. •
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Proficient in Spanish (native) and English (TOEFL iBT score: 108). Fluent in German (Goethe Institute’s Zertifikat Deutsch als Fremdsprache) and French (Niveau avancé, Alliance Française ). Basic Russian (ITESM). Rate Design for Natural Gas Pipelines, EUCI, San Diego, CA, 2014. Economics of Worldwide Petroleum Production, Petroskills, Rio de Janeiro, Brazil, 2013. Reservoir Engineering for other Disciplines, Petroskills, Denver, CO, 2013. Bloomberg’s Renewable Energy Finance Summit, New York, NY, 2013. Global Leadership Experience, Thunderbird Global School of Management, Phoenix, AZ, 2012. PIRA’s Annual Energy & Environment Retainer Client Seminars, New York, NY, since 2003. Petroleum Project Management: Principles and Practices, Calgary, Canada, 2012. PIRA’s European Energy Markets and Global Scenario Planning, London, UK, 2012. Finance & Accounting for Non-Financial Executives Program, Stanford University, Palo Alto, CA, 2011. OTC Financial Option & Derivatives Program, Energy Mgmt Institute & ICE, World Financial Center, New York, 2009. The Climate Leadership Programme, University of Cambridge, UK, 2009. U.S. Environment Protection Agency’s Methane-to-Markets Conference, Monterrey, Mexico, 2009. PIRA’s Understanding Oil Markets, Calgary, Canada, 2008. Conference on Biofuels, Houston, Texas, 2008. M.I.T. Energy Conference, Cambridge, MA, 2006. U.S. Department of Energy’s Forecasting Modeling Seminar, Washington, D.C., 2005. International Swaps and Derivatives Association contracts, Houston, Texas, 2005. Platts’ Bunker & Residual Fuel Oil Seminar, Houston, Texas, 2005. Mexico’s Ministry of Environment’s Hazardous Waste & Alternative Fuel Seminar, Mexico, D.F., 2005. PIRA’s Understanding Natural Gas Markets, Houston, Texas, 2004. Member of Mexico’s Ministry of Energy’s Technical Development of Industrial Fuels Subcommittee, 2004.
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Member of Stanford’s Energy Club, Data Science Club, Social Innovation Club, Government and Politics Club, Investment Club as an Investment partner, and Wine Circle Club. Expositor of “Mexico’s Energy Reform: Hydrocarbons or Renewables”, in Energy Tech Congress, ITESM, 2013. Member of the Institute of Electrical and Electronics Engineers Standards Association (IEEE) since 2012. Member of the International Association for Energy Economics since 2010. Member of the American Society of Mechanical Engineers (ASME) since 2001. Member of Mechanical Engineering Association (ITESM Tecnologico de Monterrey) in 2001. Organized International Conference on Financing for Development, and assisted 8000 international visitors including 800 VIP members such as ambassadors, presidents, ministries, head of delegations, and UN personnel. United Nations Organization, Protocol Section, Monterrey, Mexico, March 2002. Member of United Nations’ World Food Program. Led delivery of aid to affected people in Haiti’s earthquake, 2010. Several awards for literary composition, oral communication and drawing. Received several medals for merit as member of Ecology Club (ITESM Tecnologico de Monterrey). Hobbies: Energy, Nature & Wildlife, Business News, Sport Autos, Soccer (Bayern Munich), Football (Buffalo Bills), Baseball (SF Giants), 21K+ Running, 14000 ft+ Mountain climbing (Pico de Orizaba 18700 ft, Iztaccihuatl 17250 ft, Malinche 14600 ft, and several others above 13000 ft), Rappelling & Canyoneering, Reading (Business, Biographies, History, Environment, Politics), World travelling (visited 50+ countries in last 5 years), and Music.
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Ken Cai +1 650 284 6410 | [email protected] Experienced and entrepreneurial leader with 15 years in Internet and IT service management EDUCATION Stanford Graduate School of Business, MSx Program, Sloan Fellow (July 2014 – June 2015) Shanghai Jiao Tong University, BSEE in Telecommunications (Sept 1995 – July 1999) EXPERIENCE Norges Bank Investment Management | Singapore Head of IT, Asia Pacific (Aug 2009 – June 2014) Led the IT service management strategy for the largest sovereign wealth fund of the world • Oversee the successful delivery of IT Infrastructure Service in Asia with global coordination Implemented the first ITIL conforming service model in the firm’s 15 year history • ShanghaiNing.com, Inc. | Shanghai, China Co-founder & CTO (Feb 2003 – Nov 2010) • Designed architecture and service framework supporting 680,000 registered users with 530,000 unique daily visits Engineered in-house online marketing workflow and helped achieve sales targets of 500,000 CNY per month • Negotiated a successful acquisition by 19lou.com, a leading nationwide location-based social network in • China Gate58 Marketing LLC | San Mateo, CA Director of Engineering (May 2007 – July 2009; joined as 7th employee) Defined company’s web architecture of globally distributed servers and domains with support for affiliate • websites Worked closely and played instrumental roles in coordination with business functions in product design • iNET Systems, Inc. | Fremont, CA Staff Software Engineer (May 2006 – Apr 2007; joined as 4th employee) Designed and implemented core technology in company’s converged multi-premises collaboration software • platform Led the team of 10 engineers to a successful production rollout ahead of schedule • Promise Technology, Inc. | Milpitas, CA Software Engineer (May 2004 – Apr 2006) Rasilient Systems, Inc. | Cupertino, CA Software Engineer (Jan 2003 – Apr 2004) AcuComm, Inc. | Sunnyvale, CA Software Engineer (Dec 1999 – Dec 2002) ADDITIONAL IT Infrastructure and Service Management, ITIL v3 Foundation Certified • Project Management Professional (PMP) Candidate • Enterprise, Consumer, Web, Mobile and Network Security Technologies • Member of Chinese Radio Amateurs Club • Open Water Scuba Diver • • Languages: English, Mandarin, Shanghai Dialect, Cantonese
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TRAVIS J. DEMEESTER 307.200.9815 [email protected]
SUMMARY Results-driven leader with a remarkable record of academic, professional, and leadership achievement. Exceeds stakeholder expectations as lead relationship manager in critical assignments. Analytic problem solver who manages risk to achieve strategic success in complex environments. EXPERIENCE San Diego, CA 2005 – 2014 Promoted to Captain from 2nd Lieutenant over 3 deployments to Iraq and Afghanistan and 1400+ mishap-free flight hours. Instructed and mentored 23 co-pilots and 12 new instructor / flight leaders. Led multi-party planning negotiations and combat operations with Marine and multi-national forces. Awarded Air Medal for individual achievement in high-risk tactical operation in Helmand, Afghanistan. Awarded 10 Strike/Flight Medals for meritorious achievement in combat flight operations, more than any other Captain in squadron. Earned coveted night instructor and assault flight leadership positions ahead of peers. Only Captain of 29 to receive Sikorsky award for 500 combat flight hours. United States Marine Corps CH-53E Helicopter Instructor Pilot / Flight Leader
Logistics Department Head
2012 – 2014 Led negotiations and directed long-term relocation, secure communication, warehousing, international customs, and shipping services for 280 employees, 16 aircraft, and $10M of support equipment. Ensured squadron’s ability to deploy to any location on short notice.
Earned Navy-Marine Corps Commendation Medal for directing largest shipment of CH-53E helicopters in Afghanistan War. Coordinated 1800 man-hour effort to disassemble, certify, and ship 5 aircraft valued at $215m. Executed 50% faster than fleet standards. Earned Navy-Marine Corps Achievement Medal for transforming struggling logistics department. Recognized for innovative management style and driving improvements in squadron efficiency. Ranked number 1 of 21 Captains by Commanding Officer. Recommended to be future Commander. Only Captain in 6+ years to hold both Department Head and Senior Instructor roles.
Future Operations Manager
2010 – 2012 Led deployment preparation through development and execution of budgets, milestones, and training exercises for 150 Marines and 16 aircraft. Implemented data-driven improvements in safety and efficiency at over 180 landing sites. Improved previously dysfunctional operations processes by developing web-based productivity model that increased department efficiency by 20%.
Palmdale, CA / Chicago, IL 2002 – 2005 Designed integration solutions for military targeting, survivability, and communications systems. Liaised with engineering teams, Department of Defense procurement officers, and international customers. Led the integration testing of a laser targeting system onto Israeli fighter jets and negotiated the resolution of legacy performance shortfalls, ultimately saving ~$5m in litigation fees and rework. Northrop Grumman Corporation Systems Engineer
EDUCATION Stanford GSB, MS in Management, Expected 2015
Elected by classmates to serve as MBA liaison. Coursework emphasis in Finance and Strategy. Training The Street classes in Excel financial modeling and corporate valuation.
University of Michigan, BS in Engineering (Aerospace), 2002
Michigan Football Team four-year walk-on member. Enrolled in highly selective applied/honors calculus program.
BO DONG 510-676-8715 [email protected] •
Summary I am pursuing a full time position as a DBA, softwa re developer, engineer, programmer or technologist. I am a current Stanford GSB student and will graduate in June, 2015. I have worked for Stanford Management Company, myCFO (Bank of Montreal) and co-founded a software startup. Skills: SQL Server, Oracle, MySQL, Windows, Unix, Linux, PowerShell, bash scripting, Regular Expression, HTML, Javascript, Web scraping, C++, C#, VB.NET, VBA, Excel add-in, Java, Perl, R, Python, Bloomberg, FactSet, CapitalIQ, Advent Axys, Schwab PortfolioCenter, Business Objects, Data Warehousing, Reporting Services (SSRS), Analysis Services (SSAS), ETL, OLAP, OLTP, Object Oriented Programming, stored procedures, triggers, Risk Management, BARRA, Portfolio123, Math, Statistics, Finance, Economics, Derivatives, Forwards, Futures, Options, Swaps. Experience Stanford, CA
Stanford Management Company Stanford Management Company manages the $20 billion endowment for Stanford University. Business Intelligence Architect •
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3/2014 – 7/2014 Developed and maintained processes to source, clean, and integrate data from multiple custodian banks and pricing vendors. Evaluated, compared and integrated new data vendors for use in portfolio management. Worked closely with Portfolio Managers to simplify workflow, automated reports, and built data driven dashboards. Developed tools to improve research and portfolio management processes. Silicon Valley, CA
WealthSite
WealthSite provides performance reporting software for investment advisory firms with combined assets of $12 billion. Co-Founder & CEO 11/2006 – 02/2014 •
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Converted data among portfolio accounting applications: Advent Axys, APX, Schwab PortfolioCenter, Orion Advisor and Addepar. WealthSite clients include: Iconiq Capital, Baker Street Advisors, Brownson, Rehmus & Foxworth, Gatemore Capital Management, Luminous Capital, Offit Capital Advisors, Old West Investment Management, Rand & Associates, Regis Management Company, San Francisco S entry, Wetherby Asset Management, Argos Wealth Advisors and Orion Advisor Services. Silicon Valley, CA
myCFO / Bank of Montreal
myCFO is a wealth management firm serving ultra-high-net-worth families with combined assets of $34.5 billion. Senior Software Engineer 1/2001 – 10/2006 •
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Handled portfolio accounting for alternative investment products: private equity, real estate, venture capital, hedge fund, partnership, shared entity, and multi-currency. Automated portfolio reconciliation from multiple custodians: Charles Schwab, Merrill Lynch, Fidelity, Pershing, Morgan Stanley and Goldman Sachs. Extracted data from different systems (Windows, Linux and Main Frame) and from different sources (SMA, Bloomberg, Morning Star and ByAllAccounts). Reduced 90% of licensing costs for investment advisory firms by optimizing legacy systems and streamlined back office workflows.
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BO DONG 510-676-8715 [email protected] •
Education Stanford Graduate School of Business , Sloan Fellow, Stanford MSx Program (Expected June 2015) A one-year, full-time degree program for experienced leaders. • • Researching and developing quantitative model for stock selection. Gaining cutting edge knowledge in quantitative finance and modern portfolio theory. • CFO of Stanford Investment Club. • Member of Private Equity Club, Venture Capital Club, Finance & Investment Club and Greater China • Business Club. GMAT score: Total 740, Verbal 39, Math 50. • Courses taken: • Alphanomics - Charles M. C. Lee o Financial Statement Analysis - Joseph Piotroski o Excel Modeling - Peter DeMarzo o Event Driven Investing - Anne Casscells o Algorithmic Trading – Lisa Borland o Trading Strategies - Kevin Mak o Private Equity - George Parker and John Powers o Private Wealth Management - Alan Rappaport o Derivatives: Forwards, Futures, Options, Swaps - Darrell Duffie o Entrepreneurship - Andy Rachleff o Statistics, Accounting, Finance, Economics, Operations, Marketing, Strategy… o Southern Oregon University, Master in Computer Science (1997 – 1998) Graduated in one year instead of two years with GPA 3.62. • Received full scholarship and a salaried position as a teaching assistant. • AGH University, Poland , Bachelor in Computer Science (1992 – 1997) Received full scholarship and stipend that covered my living expenses for 5 years. • Graduated with GPA 3.60 and ranked top 10% while being the only non-Polish student in the class. •
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Skills: SQL Server, Oracle, MySQL, Windows, Unix, Linux, PowerS hell, bash scripting, Regular Expression, HTML, Javascript, Web scraping, C++, C#, VB.NET, VBA, Excel add-in, Java, Perl, R, Python, Bloomberg, FactSet and CapitalIQ, Advent Axys, Schwab PortfolioCenter, Business Objects, Data Warehouses, Reporting Services, Analysis Services, OLAP, OLTP, Object Oriented Programming, stored procedures, triggers, Risk Management, BARRA, Portfolio123. Technical Certificates: Microsoft Gold Certified Partner, Oracle Certified Database Administrator, Sun Certified Java Programmer. Financial Certificates: Series 65 - Uniform Investment Adviser Law Examination, FactSet Certification in Financial Modeling.
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I was born in Beijing, China and have lived in Bay Area for 15 years (US citizenship since 2008). Speak fluently in English and Chinese (Mandarin). Love snowboarding and fitness training. Swam from Alcatraz Island to San Francisco in the world famous Sharkfest swimming competition. Lost 30 pounds in 3 months and reversed pre-diabetic condition by creating my own exercise and diet program.
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SEBASTIAN ECHEVERRIA 72 Barnes Ct, Apt 109, Stanford CA 94305 ! +650 5212415! [email protected] SUMMARY Business leader with 12 years of experience in driving/accelerating change and setting strategy, in a career that has spanned private sector, non-profit organizations, and government. Proven track record leading projects from inception to completion, building high performing, loyal, cohesive and motivated teams. Passionate about innovation, social entrepreneurship and embracing challenging projects and ideas with the potential to disrupt an industry or change the world. EXPERIENCE MINISTRY OF SOCIAL DEVELOPMENT, GOVERNMENT OF CHILE Santiago, Chile Head Public-Private Cooperation Division 2011 - 2014 Hired to advise the Minister and to establish a Financial Inclusion Unit. Created and established the Public-Private Cooperation Division and was subsequently promoted to Head of Division within 12 months. Conceived and implemented a ground breaking program that provides financial inclusion to 2.5M underprivileged Chileans by paying government benefits electronically at points of easy access. Led the National Agenda for Financial Inclusion elevating it as a strategic project for the government involving the participation of various ministries and the Central Bank. Designed and implemented mechanisms to promote the participation of citizens in resolving problems related to social exclusion and vulnerability; includes improvements to the Law of Social Donations and a reward/certification to recognize innovation and excellence in private initiatives for poverty alleviation increasing the commitment of civil society. • • •
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ECHEVERRIA IZQUIERDO Santiago, Chile CEO/CFO, Echeverría Izquierdo Inmobiliaria e Inversiones 2007-2011 Transformed the operations of the real estate branch from an investment manager to a developer and project manager; seven projects developed with sales of $80M+. Represented the company in several boards. Led the crisis management strategy and assumed as spokesperson in front of the media, in response to damage to two apartment buildings at the epicenter of the 201 0 earthquake, successfully averted lawsuits by providing solutions to the apartment owners. Public-Private Partnerships Manager, Echeverria Izquierdo Holding 2009-2011 Led the creation of the division; supervised evaluations and business strategies for bidding processes. Coordinated the presentation of bidding processes for high relevance infrastructure projects. Deputy Finance and Administration Manager, Echeverría Izquierdo Ingeniería y Construcción 2005-2007 Implemented cost control systems and optimized critical processes for the construction business permitting the early detection of budget deviations. Created the Marketing Department; awarded Best Construction Company W ebsite by the construction guild in 2007. •
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FOUNDATION UN TECHO PARA CHILE Santiago, Chile Director Social Promotion Division 2004-2005 Directed the team that coordinated 1,500 volunteers working in shantytowns in five areas of intervention: Education, Health, Legal Advisory, Community Networks and Microcredits. Increased the number of volunteers by 98% and the number of communities benefitted by 61%. Developed a result evaluation system for the foundation to improve the quality of the interventions. National Coordinator of the Microcredit Program 2003-2004 Created the national Microcredit Program to promote entrepreneurship, including a micro entrepreneur training program and financing for business projects for underprivileged individuals without access to the financial system. Financed 800+ microcredits for families in shantytowns, distributing $70,000+ in resources. Led the first mission to Haiti to explore a future intervention. Today the foundation operates in this country. Internationalization Coordinator 2001 One of the leaders that conceived and implemented the first international operation in El Salvador giving rise to a network now present in 19 countries in Latin America and the Caribbean. Led logistics and operations during the implementation. •
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EDUCATION STANFORD GRADUATE SCHOOL OF BUSINESS MS in Management, Business Administration / Sloan Fellow PONTIFICIA UNIVERSIDAD CATOLICA DE CHILE BBA Business Administration
Stanford, USA 2014-2015 Santiago, Chile 1997-2002
OTHER ACTIVITIES / INFORMATION Co-founder/President of the Board, Ciudadano Inteligente Foundation: leading Latin American foundation to promote transparency and the free access to information via digital means to reduce inequality and improve democracy; financed by the Omidyar Network, the Open Society Foundation and Google.org. Recipient of the Golden Nica 2011 Prize in the International Ars Electronica Festival for contributing to transparency and digital communities (2009-2012). Member of the Review Board, Arturo Irarrazaval Foundation: supports the technical education of underprivileged adults providing, among other benefits, scholarships for $5M yearly (2004-Present). Member of the organizing committee of the 19 th World Scout Jamboree in Chile, led social service activities (1998-1999). Enjoy traveling (38 countries visited), mountain biking, scuba diving and reading. Languages: Spanish (native), English (Fluent) Citizenship: Chilean •
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CARINA D ERTL E S T A B L I S H E D G L O B A L C O N S U M E R P R O D U C TS E X E C U T IV E
BUSINESS STRATEGY / MARKETING / BRAND DEVELOPMENT +43 660 384 3330 / + 1 917 480 9271
[email protected] / [email protected]
Accomplished global business development and marketing professional with strong strategic and consulting background. Developed and drove key new global strategic initiatives at SWAROVSKI, a global $3.8 billion company with more than 2000 directly operated stores, 28,000 employees, family owned business since 1895. Creative leader with success in expanding new global business opportunities and revenue streams including effectively integrating and monetizing brand licensing to drive sales. Introduced advanced business management approaches and achieved implementation of major new initiatives in global brand licensing, innovative marketing strategies on and offline, segment management, value chain marketing and business customer integration. Successfully developed and increased brand awareness and recognition to become the leading brand in new markets . Established business analytics and first KPI system to analyze global impacts. Strong global team leader with clear vision and passion to develop new talents. History of overachieving objectives in numbers as well as in quality. Achieved successful vertical integrated reorganization to support new global strategy.
Experience Wattens / Austria since 2012 Responsible for development and implementation of global marketing strategy and brand development including brand licensing both B2C and B2B (Ingredient Brand “CRYSTALS FROM SWAROVSKI”) Team of 35 / 20 in global matrix organization, business size $ 1 billion, budget responsibility $ 45 million Lead to the following departments: Branding, Online Marketing, Online Sales, PR & Communication, Retail Collaborations and Internal Communication Swarovski KG VP Global Branding & B2C Marketing
Global brand development: New Ingredient Brand Strategy developed and prepared for implementation (pricing model based on value gain sharing, customer based value proposition) with the aim to develop a new revenue stream. Optimization of ingredient branding application / evaluation / implementation process First-mover in gaining additional revenues through global licensing business ($ 5 million in first year) exceeding budget by more than 30% in profitability, achieving number one brand perception Introduced comprehensive global KPI systems with a focus on sales, margin and brand awareness & perception leading to double digit increases in margin and brand KPIs over 2 years, extending brand leadership Successfully restructured team and drove team performance and individual talent management Increased online sales through new e-commerce platform by more than 15% per annum Developed strategic partnerships with global luxury retailers and renown designers to push B2C sales Introduced a new platform in the jewelry design segment, bringing together global experts, designers and brands in this field in an annual conference Development and Launch of new global communication campaign Publishing Editor of SALT – industry and trend magazine for the design, fashion and jewelry industry Recognition as a young leader by Swarovski board member – awarded with first corporate sponsorship to Stanford MSx program in company’s history •
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2010 - 2012 th Responsible for business restructuring and new strategic set up based upon shift in leadership from 4 to th 5 generation – direct report to board member and main shareholder Director of Strategic Development
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Defined strategic corporate reorganization and gained board approval Setup of main strategic drivers for future business model and create profitable organizational design Implemented immediate sales push program (increase 15 % of global sales in defined categories) Initiated Business Analytics and changed reporting structure Successfully lead change management initiatives across the company necessary to achieve new business strategy
2009 – 2010 Responsible for increase in global brand awareness and initiating new IP related revenue streams and growth opportunities outside the core business. Set up for new CSR and regional development concepts. Direct report to board member and main shareholder, total budget responsibility $100 million Senior Manager Strategic Development
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Strategic setup and development of the Swarovski Foundation Successfully developed concept and implemented business plan for development of the region with focus on entertainment and brand building – phase I and II have been launched Increased brand IP related revenue streams and enhanced brand experience Achieved sign off on PPP and long term strategic partnership between cooperation and government
2008 – 2009 Responsible for global brand and marketing strategy to increase sales and brand awareness both B2B and B2C. $10 million budget responsibility, lead project team of 20, worked in Shanghai Manager Corporate Branding & Communication
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Defined and executed strategic cooperation in Greater China especially Shanghai to increase brand awareness Built up a strong network of luxury influencers (retailers, designers, artists, event organizers, etc) Successfully developed long term brand and marketing strategy for Greater China
Roland Berger Strategy Consultants Associate •
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Increased funding by 10 – 25 % for high end cultural institutions (Munich Oper) and sports clubs (FC Bayern Munich) through strategic marketing and sponsoring solutions Optimized gross margin and P&L through financial and organizational restructuring projects Successfully developed strategic relationships and long term client base
Media & Entertainment Entrepreneur and Business Owner • •
2007 – 2008
Munich, Germany and New York, NY 1999 – 2006
Launched & grew media business while gaining M.A. degree Achieved editor and producer for global networks and publications like RTL, ORF, ESPN, Tresor TV, TZ, Sueddeutsche Zeitung, ELLE)
Education Stanford Graduate School of Business , Sloan Fellow (Expected June 2015) •
A one-year, full-time degree program for experienced leaders
University of Munich, Master of Art ,
1999 - 2005
Marketing and Communication/American Literature and Film / International Politics Sotheby’s Contemporary Art and Art Business Stanford Executive Program in Finance and Strategic Marketing Columbia University Executive Education
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Language competencies: English, German, French Co-Founder of “Women Matter in Fashion and Luxury” Ass. Guest speaker at Columbia University and MCI – Management Center Innsbruck
2013 2011 and 2012 2010
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Zain Gulamali Stanford, CA | +1.617.957.1572 | [email protected]
Summary
Technology leader with 8 years of operating leadership and investing experience at Pocket Gems (mobile technology and entertainment), Warburg Pincus (private equity / venture capital), and Goldman Sachs (M&A). Education: Stanford Graduate School of Business (GSB) mid-career fellow, Massachusetts Institute of Technology (MIT) undergrad in Computer Science / Media Studies and Management. Key skills: general management, startups, mobile growth and product marketing, mobile product development, private equity and venture capital investments, strategic partnerships, business strategy and operations, business development, mobile gaming / entertainment, M&A. Experience
San Francisco, CA Mobile technology and entertainment / gaming company backed by Sequoia Capital and Redpoint Ventures. $80+ million in revenue, 200 employees, and 150+ million downloads on iOS / Android mobile platforms. Pocket Gems
Director, Strategy, Finance, and Partnerships
2011-2014
Corporate and Business Development: Evaluated 30+ corporate investment and partnership opportunities with CEO and other senior management. Advised on and helped drive strategy, milestones, term sheets, and contract negotiations for third-party publishing, international, and brand partnership / IP licensing growth initiatives (e.g. NFL). Strategy and Finance: Drove company strategy and cross-functional goal-setting. Led financial forecasting and planning. Developed company Strategic Finance function, company operating plan, and corporate investment framework. Led first 2 annual company-wide budgeting cycles and presented financial plan to Board of Directors, Sequoia Capital, and Redpoint Ventures. Product Development: Helped develop 3-year product pipeline. Determined attractiveness of product development and partnership opportunities for Episode, a new narrative-genre app. People Management: Established and directed company staffing and resource allocation process for 175 FTEs based on senior leadership consensus. Developed 2-year hiring forecast. Helped hire key individuals and build out Business Operations teams.
Manager, Marketing and Growth
Marketing: Led product marketing and launches for 3 iOS games with marketing budget of $20+ million. User Growth and Acquisition: Developed company user acquisition framework (ROI, payback period). Optimized campaign ROI, LTVs, and acquisition costs per channel for portfolio of live mobile games.
Ad Networks: Managed mobile advertising relationships (e.g. Google AdWords, InMobi) and API integrations.
Monetization: Generated in-game advertising revenue using A/B testing and MoPub platform (acq. by Twitter). New York, NY 2009-2011
Warburg Pincus
Analyst, Industrial / Late-Stage Technology
Board Observer: Served as Board Observer for Extant Components Group (de novo venture) and advised CEO / CFO on strategic and financial decisions. Established and invested from $200 million line of equity. Growth Equity / Venture Capital: Led financial analysis and conducted diligence on potential investments in hybrid electric automotive manufacturer, aircraft leasing de novo venture, and titanium mini-mill de novo venture. Page 1 of 2
Zain Gulamali Stanford, CA | +1.617.957.1572 | [email protected]
Other Investments: Led financial analysis and conducted diligence on potential investments in telecommunications, aerospace / defense, industrial, building products, chemicals, infrastructure, packaging, and corporate carve-outs. Business Development: Improved new deal lead generation by increasing investor conference tracking by 250%. New York, NY 2007-2009
Goldman Sachs
Analyst, Global Natural Resources / Industrials
Top-Tier Ranking: Ranked top-tier Analyst, earned offer to join selective Principal Investment Area (PIA) group. Mergers & Acquisitions: Advised clients and led financial analysis for the following transactions: E.ON AG on $7.6-billion sale of E.ON US regulated utility assets on to PPL Corporation, o $15+ billion European utility company on potential acquisition of US water utility, o Henkel AG on divestiture of $2.2-billion equity stake in Ecolab, o $1+ billion chemical company on potential sale of company, and o Sales of Air Products Healthcare and Air Products Non-Pressure Emulsions. o Financings: Managed financing committee memo process for $2 billion of debt financings. Business Development: Helped build Chemicals banking franchise as Sector Analyst by working directly with MD- and VP-level bankers to author presentations to financial and strategic clients.
Additional Experience:
Scientific-Atlanta (acq. by Cisco) (networking engineering)
MIT Media Laboratory (software engineering)
Monitor Group (strategy consulting)
Blackstone Group (asset management)
Education Stanford Graduate School of Business (GSB) , MSx / Sloan Fellow
2015 (expected)
MS in Management for experienced leaders, 2015 (expected).
Stanford Venture Studio, Board Governance Fellows, GSB MSx Student Association (elected 2 terms). 2006
Massachusetts Institute of Technology (MIT)
BS in Computer Science / Media Studies, 2006.
BS in Management Science, 2006.
Additional
Honors: High School Valedictorian, Robert Byrd Scholar; Project Management Institute Scholar. Community Service: Aga Khan Education Board for USA; MIT MentorConnection Alumni Advisor; Stanford GSB Non-Profit Board Governance Fellow (Jacaranda Health); IPN venture mentoring. Interests: Investing, venture mentorship, digital health, social impact, spoken word / rap composition.
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JEFF HOLIDAY (650) 690-2725 [email protected] •
EXPERIENCE Rakuten, Inc. Tokyo, Japan 2012 – 2014 Senior Vice President, Corporate Development Department Senior member of the internal M&A team, reporting to the CEO and CFO. Executed domestic and cross-border transactions involving any of Rakuten’s business units. Led projects: $900mm acquisition of Viber (Israel); $200mm acquisition of Viki (USA); $5mm Series A Preferred round for Apcera (USA); €70mm acquisition of Alpha Direct Services (France); investment in Pinterest (USA); and establishment of $100mm Rakuten Ventures fund (Micronesia). • •
District of Columbia, USA 2012 Selected as Franklin Fellow for Secretary Hillary Rodham Clinton’s office to draft policy on topics such as Middle East investment and democratization.
U.S. Departm ent of State Franklin Fellow, Office of the Secretary
Tokyo, Japan 2011 – 2012 Head of Financial Sponsors Group in Japan. Additionally responsible for cross-border M&A and financing transactions involving foreign clients. Covered over a dozen private equity clients with offices in Tokyo. Won mandates for left lead IPO of Nikko Asset Management and several M&A transactions. Goldman Sachs Japan Co., Ltd. Vice President, Investment Banking Division, Advisory Group • •
London, England 2010 Coverage representative on European financials sponsor clients, and deal execution. Advised Goldman Sachs ESSG and Cerberus on €300mm Wittur sale. Led creation of internal management presentations regarding revenue, backlog, and trends. Goldman Sachs International Executive Director, Investment Banking Division, Financial Sponsors Group • •
Goldm an Sachs J apan Co., Ltd. Associate, Investment Banking Division, Advisory Group
Tokyo, Japan 2008 – 2009
Executed cross-border deals for foreign and Japanese clients. Represented AIG on $15.5bn sale of ALICO to MetLife and $4.8bn sale of AIG Star and Edison to Prudential. Advised on US-based airline’s proposed investment in Japan Airlines, the $1.1bn sale of Bellsystem24 to Bain Capital, the $4.9bn Aozora/Shinsei merger, and the ¥2.5bn sale of Ripplewood’s stake in Columbia Music to Faith. •
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New York, USA 2005 – 2008 Accelerated analyst promote to associate class of 2006. Executed M&A, equity, and debt deals for financial sponsors. Advised Cerberus on $7.4bn acquisition of Chrysler and Blackstone on $1.2bn acquisition of Performance Food Group. Captain of Financial Sponsors Group analyst recruiting and associate/analyst training. Goldm an, Sachs & Co. Associate, Investment Banking Division, Financial Sponsors Group •
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Morgan Stanley & Co. Analyst, Investment Banking Division, Financial Sponsors Group
New York, USA 2004 – 2005
EDUCATION Stanford Graduate School of B usiness, MS in Management, Expected 2015 Certificate in Public Management and Social Innovation. •
University of Califor nia, Berkeley, BS in Business Administration, 2004 •
Class Engagement Officer (CEO). Founding Father of Tau Kappa Epsilon, Berkeley Chapter. Finalist in 2004 Copenhagen Business School Case Competition.
DANIEL JIMENEZ Palo Alto, CA, USA / +1 650 440 8097 / [email protected] SUMMARY
General management experience underpinned by rotation in different industries, functions and geographies, showing a fast adaptability to new environments. Competencies include synergies assessment, growth / po rtfolio strategy, cost reduction programs and corporate finance. Experienced dealmaker with transactions worth over $60Bn EXPERIENCE Mirow & Co.
Rio de Janeiro, Brazil
LatAm management consulting specialized in Basic Materials 2013-2014
Senior Engagement Manager
Responsible for leading consulting engagements and acquiring new mid-size clients Led fiber supply strategy for leading packaging producer in Brazil, resulting in est. savings of $25mm/yr Conducted cost reduction program for large pulp player in harvesting, resulting in est. savings of $40mm/yr Led expansion strategy (organic and M&A) for leading packaging producer in Brazil, potential capital investments of $2 Bn Expanded client base by engaging with mid-sized clients and by developing Corporate Finance practice
Explora Investments
São Paulo, Brazil
LatAm hedge fund 2013
Investment Professional, Member of Investment Committee
Team leader covering materials, industrials and infrastructure companies in LatAm Expanded investments beyond Brazil to rest of LatAm resulting in improved returns and additional clients Consistently outperformed benchmark index covering over 30 companies for long and short investments Built solid network in mentioned sectors in order to perform channel-checks before decision-making
McKinsey & Co.
Brazil, Mexico, USA
Multinational management consulting firm 2010-2013 Responsible for Corporate Finance & Strategy related engagements in LatAm Performed portfolio strategy for local conglomerate – disposal of underperforming BUs, resource reallocation to accretive businesses ($ potential for $3 Bn capital reallocation) and increase in overall returns above cost of capital Prepared company for IPO – business plan and equity story, shareholder base analysis and roadshow preparation targeting stable shareholder base – deal size $4.9 Bn, 2.5x oversubscribed Conducted pre-merger process ($30 Bn valuation) for two basic materials players – performed due diligence to assess current valuation and mainly synergies ($200mm/yr) Received highest ratings in all evaluations Consultant
BBVA
Brazil, Mexico, Colombia
Multinational retail, wholesale and investment bank 2006-2010 Member of M&A LatAm team and leader of Steel and Mining practice Contributed to exceeding 2009/10 budget by over 40%, positioning BBVA in M&A top rankings in LatAm Promoted to sector specialist after successful client prospection and transaction leadership in Steel and Mining LatAm Responsible for execution a $5 Bn merger that created largest life insurance company in LatAm. Selected additional deal experience: acquisition of steel co. in Mexico ($1.4 Bn); privatization of transmission co. in Brazil ($2.8 Bn); acquisition of steel and mining co. in Colombia ($1.1 Bn); acquisition of Spanish consumer company ($350 Mn) Investment Banking Senior Associate (promoted from analyst)
OTHER RELEVANT EXPERIENCE Analyst, Banco Itau BBA, São Paulo-Brazil (2005-2006)
Member of Investment Banking team. Participation in multiple M&A and IPO/ Follow-on transactions in Brazil Analyst, BBVA, Madrid-Spain (2004-2005) Member of M&A Europe team. Participation in multiple M&A transactions in the region EDUCATION Stanford Graduate School of Business (expected June 2015)
MSc. in Management Fundação Getulio Vargas, Brazil (2004)
Bachelor of Business Administration ADDITIONAL INFORMATION: Dual citizenship – Brazilian and Spanish; fluent in Portuguese, English and Spanish
KIRILL KAZANLI, CFA, CPA (917) 806–9044 ● [email protected]
SUMMARY Experienced investment and finance professional with record of performance at global and EM investment banks. Competencies include fundamental research and analysis, work on high-profile IPOs and C-level advising on deal origination. Product experience includes collaborative thematic research reports, pre-IPO investor education and trade idea generation. Recognized expert in infrastructure, real estate and transportation. Over 10 years of client and market experience in US and Russia/CIS. EXPERIENCE Citigroup – Moscow, Russia 2011 - 2014 Infrastructure / Real Estate / Transport Equity Research Analyst - Director Achieved #1 ranking in 2013 Institutional Investor Emerging EMEA survey – Construction and Engineering category; runner-up in 2013 Institutional Investor Emerging EMEA survey – Transport category Instrumental in moving Citigroup Russia Research Team from #9 place in 2011 to #2 in 2013 Leveraged Citigroup’s global platform to produce collaborative thematic research reports highly valued by our investor clients Prepared and marketed two investor-education reports for IPOs in infrastructure sector •
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Sberbank CIB (formerly Troika Dialog) – Moscow, Russia 2007 - 2011 Lead Transport / Infrastructure Equity Research Analyst Played key role in IPO of two large Russian infrastructure / rail operator companies now listed on the London Stock Exchange (raised a total of $1.4bn) Achieved #1 rankings in 2008-09 Extel Russia surveys – Transport category Originated and presented revenue-generating ideas to the senior management of the bank on M&A, restructuring, debt and IPOs in the sector Developed strong relationships with multiple constituents in transportation industry including vendors, private companies, regulators, Transport Ministry and Russian Railways •
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JPMorgan Securities – New York, NY 2004 - 2007 Associate Equity Research Analyst – Airfreight and Surface Transportation Worked with #1 ranked senior analyst (1st place in the 2008-12 Institutional Investor survey) covering the Airfreight and Surface Transportation sector with an emphasis on Trucking and Logistics stocks (responsible for 11 companies) Conducted proprietary vendor surveys to gain deeper industry knowledge in crafting differentiated research products Established contacts and regularly interacted with CEOs, CFOs and IR professionals in the transportation industry •
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Merrill Lynch & Co. – New York, NY 2002 - 2004 Assistant Vice President - Corporate Planning, Strategy and Investor Relations Participated in cost optimization efforts through vendor contract reviews with realized savings in excess of $50mn Tested and implemented a new IT platform to improve company-wide budgeting and reporting processes Conducted quarterly competitor performance reviews for the CFO (e.g. ML vs. GS vs. MS) Worked on ad-hoc requests and presentations for the CFO • •
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EDUCATION Stanford Graduate School of Business (Expected 2015) MS in Management, Stanford MSx Fellow New York University – Stern School of Business BS in Finance and Accounting (1999); Dean’s Honor student selected for outstanding academic performance LANGUAGES / OTHER Fluent in Russian and English; conversational French; avid tennis player; enjoy ballroom dancing, skiing and scubadiving
Jonathan Sangweon Koh Stanford, CA ● 1-650-308-6640 ● [email protected]
EDUCATION Stanford Graduate School of Business , MS in Management, Stanford, CA (Expected June 2015)
Seoul National University, B.S in Electrical Engineering, Seoul, Korea STRATEGIC ALLIANCE / MOBILE & IT STRATEGY / GLOBAL BUSINESS DEVELOPMENT
Extensive experience in creating strategic partnerships for sales and joint product development by M&A and alliance. Versatile strategist and global business developer with a strong background in mobile services, converged technology and Internet of Things as well as operations and IT. Deep experience in the wireless and IT markets in Asia/Pacific, Africa and the US. Able to lead cross-border cross-functional teams from multiple organizations such as Finance, Legal, Sales, Consulting & Investment Banks. ● Global IT & Mobile Biz Strategy ● Inorganic Growth Strategy ● Innovation by Mobile Convergence ● Partnership & Joint Venture ● Contract Negotiations ● Consultative B2B Sales EXPERIENCE
DraperNexus (Venture Capital), California, US
2015 – Present
Winter Intern, Internet of Things Investment strategy
KT Corporation (formerly Korea Telecom, Revenue $23B), Seoul, Korea
2010 – Present
Director, M&A and Partnerships / Group Global Strategy / Global Business Development
Created collaboration framework that enabled $120M revenue with Daewoo International ($20B Revenue Company). Led global partnership and indirect sales projects with BT, Cisco, Accenture, GE, Samsung, etc. Accomplished various due diligences; $7B Telco in Morocco, Cloud venture in US and IDC in Hong Kong, etc. Received $OOM investment approval from BoD by nationwide LTE broadband investment plan in Uzbekistan Designed ICT strategy with Rwanda Government under Public-Private-Partnership (www.myict.gov.rw/ict/strategy/)
Arthur D. Little, Seoul, Korea
2008 – 2010
Strategy Consultant - Technology, Chemical & Green Growth industries
Created 16% annual revenue growth rate that was sustained for 5 years for a global chemical company. Turned a leading IT client into #4 global player of $6B revenue in a spotlighted green growth segment Realized a SaaS marketing platform for 40k merchants of the largest credit card company (http://partners.bccard.com/) Created $900M investment strategy to globalize the Construction industry that was approved by Korea Government
A.T. Kearney, Seoul, Korea
2006 – 2008
Senior Business Analyst - Telecom & Finance
Designed $300M next generation system architecture and new growth engine strategy for a telecom client Devised a business transformation methodology for Customer Value Innovation in $30M telecom project Optimized 4,000 business processes for restructuring of a Market Cap $60B insurance company
Deloitte Consulting, Seoul, Korea
2005 – 2006
Business Analyst
Led a team of Intellectual Property Management and created To-Be R&D business strategy in a $20M ERP project
START-UP EXPERIENCE
U-mind, Seoul, Korea 2005 Co-Founder , Developed a Wireless LCD price tag and RFID advertisement shopping cart for wholesale stores S.A.Tech (IPO in 2006), Seoul, Korea Staff, Manufacturing Technology Team, Design & Sales of Fast Ethernet switch, Quality Control ADDITIONAL
Project Management Professional (U.S., Project Management Institute)
2000 – 2003
John S. Kuhn [email protected] • (650) 690–5670 • linkedin.com/in/jskuhn/ Summary: Senior executive officer with 15-years of operational experience in the U.S. Army’s 1st Special Forces Operational Detachment-Delta (Delta Force). Thorough proficiency with tactical planning and execution, direct management of people and assets toward strategic goals, and development of key relationships with U.S. and foreign government leaders. Comfortable with leveraging incisive analysis to maximize executive decision-making, particularly in ambiguous, high-risk, multi-variable environments. Maintains Top Secret security clearance. Key competencies include: Senior Operational Management Team Development & Collaboration Network & Relationship Development
Strategic Planning & Analysis Counterterrorism Operations Foreign Government Relations
Career Achievements: • • • •
Served as a senior U.S. Army liaison in Saudi Arabia, Egypt, Iraq, Afghanistan, Ethiopia, Kenya, and Somalia Selected for special mission combat leadership in Iraq, Afghanistan, and the Horn of Africa Rated among the top 1% of operational members of 1st SFOD-D (Delta Force) on a consistent basis Awarded Silver Star (Valor), Bronze Star (Valor), Army Commendation Medal (Valor), and two Purple Hearts
Experience: Executive Officer, Selection & Training Squadron
(2012–2014)
• Selected to serve as the senior special missions representative tasked with an assessment in Egypt in conjunction with the U.S. interagency. Recommendations resulted in 300% team expansion preceding civil unrest in Cairo. • Led 25-person team of civilian advertising consultants and U.S. Army recruiters tasked with designing a marketing campaign targeting the top 5% of Department of Defense personnel for special mission unit assignment. Operations Officer, Operational Squadron
(2010–2011)
• Chief interlocutor with foreign national leadership; acted as executive leader during the combat maneuver of a 200man surrogate strike force. Effected the medical treatment and airborne evacuation of 53 foreign combat casualties. • Deputy Commander of a regionally networked joint special operations task force. Managed 100+ U.S. military and civilian personnel located in 5 countries. Operations included airborne, ground, and seaborne assets. • Coordinated the deployment of a 120-person special operations team to Afghanistan. Managed the execution of 100+ unique missions during a 5-month period. Maintained daily collaborative contact with partner nation military personnel. Senior Officer, Selection & Training Squadron
(2009)
• Directly responsible for the rigorous leadership assessment, mentorship, and training of 60 newly hired special mission operational personnel. Duties included coordination and oversight of 300+ hours of high-risk live fire exercises.
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John S. Kuhn [email protected] • (650) 690–5670 • linkedin.com/in/jskuhn/ Special Activities Section Officer, Operational Squadron
(2008–2009)
• Charged with the conceptualization, design, and development of a foreign special mission unit in partnership with the U.S. interagency. Evaluated host nation military capabilities and requirements in anticipation of offensive operations. • Led sensitive negotiations with host nation and U.S. interagency leaders to embed 18 two-person teams of U.S. military personnel with host nation security forces. Teams assisted host nation forces with expansion of capabilities. Team Leader, Operational Squadron
(2006–2007)
• Instrumental in the development and execution of special mission operations against al-Qaeda designed to dismantle the terrorist network’s recruiting, training, financial, and leadership infrastructure in Iraq. • Briefed senior U.S. military leaders on the flow of al-Qaeda’s logistical infrastructure in Iraq. The analysis directly influenced the conduct of the U.S. surge of military forces in 2007. Education: Stanford Graduate School of Business, MSM, Sloan Fellow, Stanford MSx Program (expected 2015) • A one-year, full-time graduate business management degree for executive leaders University of Arizona, BA, Political Science Honors: Tillman Military Scholar, Class of 2015, Pat Tillman Foundation
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JOSÉ LUIS MANIEU ESPINOSA 80 Olmsted Road, Apt. 108, Stanford, California, 94305, USA +1 (650) 283 9438 / [email protected]
SUMMARY Accomplished senior investment banking executive. High-performing in sales & trading roles, overcoming challenges consistently and generating profits above budget, innovating in products and new markets, as well as mentoring and influencing high-performance teams as a leader and as a player. Strong quantitative and interpersonal skills that ease client relationships, deal sourcing and deal execution. Experience in entrepreneurial roles, and socially committed to improve others’ lives encouraging entrepreneurship and self-improvement.
EDUCATION STANFORD GRADUATE SCHOOL OF BUSINESS MS in Management, Business Administration / Sloan Fellow
PONTIFICIA UNIVERSIDAD CATÓLICA DE CHILE Bachelor of Science in Civil Industrial Engineering, Major in Electrical Engineering, Graduate Magna cum Laude
Stanford, USA 2014 – 2015 Santiago, Chile 1997 – 2005
EXPERIENCE BANCO DE CRÉDITO E INVERSIONES - BCI
Santiago, Chile Structuring Senior Executive 05/2011 – Present Designed and negotiated tailor-made derivatives, structured notes and options, and took the role of Head of Structuring Desk and presented results and plans to senior management. Achieve profits of USD1.7MM YTD (150% above budget), USD2.3MM in 2012 (130% above budget), and USD2MM in 2011 (200% above budget) through leading commercial plan to develop new markets for derivatives, and developed a team of 20 executives. Generated additional 15% to 2012 unit budget of USD 9.5MM by leading commercial plan to structure leasing deals with swaps. •
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FRUME LTDA
Curicó / Santiago, Chile Co-Founder and Director , entire production of blueberries exported to USA and Canada 2007 – Present Investor and financial advisor. Oversee profit distribution that has taken place since the company’s fourth year of existence. Achieved sponsorship to test a new product, a microbial bioaccelerator that improves plant’s nutrient intake and soil conditions. • •
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Santiago, Chile 12/2009 – 04/2011 Structured Private Fund that invests in mining explorations in Chile that raised USD 30MM on the first quarter of 2012 (the only one investing in early stages among the pioneer funds). Designed business plan and asset’s pricing model. Advised startup of the newest pension fund in Chile in 2010 regarding to investment and risk management issues. Developed computer tools and human capital (mentoring two analysts). After 4 months, the pension fund started to operate (achieving the highest returns within the industry) and had no issues with regulators for the following year. Relation with CEO, CIO and board. Recommended Private Fund on an M&A of two transport companies with annual sales on USD 20MM. The operation was aborted. Directed high net worth investors in specific deals and designed tailor-made asset allocation and investment strategies.
BANCO DE CHILE
Santiago, Chile EM Bonds and Derivatives Trader 04/2007 – 11/2009 Quadrupled options volumes traded with clients from 2007 to 2008 (USD 1,000MM) via different products. Led project to both technological and methodological improvements to manage options book that allowed increase transactions. Achieved P&L of USD 1.5MM in 2009 and USD 1MM in 2008, (both 130% above budget) as Options Prop Trader and USD 9MM (130% above budget) co-managing emerging markets bonds portfolio in 2007. Sold illiquid New York branch’s emerging markets assets, equivalent to USD 500MM in one day, and co-ordinated, and managed the joint option book due to Banco de Chile and Citibank NA merged. Market Risk’s Senior Analyst 05/2006 – 03/2007 Acted as counterpart of local regulatory agent, and led a team of three analysts, to satisfy its re quirements and regulations. Was responsible for options project, reporting and analysis risk of bank’s portfolio, and leading implementation of daily MTM. •
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FINlabUC - RISKAMERICA - Subsidiary of Pontificia Universidad Católica de Chile
Santiago, Chile Project Engineer (among the earliest 10 on board) 03/2004 – 04/2006 Led the main source of revenues for FINlabUC – RiskAmerica’s, project SCV, by designing and developing a methodology and a tool which is the Chilean market standard to price financial portfolios. Developed tailored solutions and gave support to clients. •
OTHER ACTIVITIES / INFORMATION Teaching: Teaching Assistant in electrical engineering, finance and derivatives at Pontificia Universidad Católica de Chile (2001-04). Hobbies & Interests: Ski, running, travelling, capital market investments and agriculture. Volunteer: Lavin presidential campaign (1999) and cloths collection for poor countryside people (specially for 27F 2010 earthquake). Languages: Spanish (native), English (fluent), French (fluent). Citizenship: Dual Chilean and French. • • • • •
KYLE MCNEALY 165 E O’Keefe Street #3, Menlo Park, CA 94025 • 757-739-0123 • [email protected] Education STANFORD GRADUATE SCHOOL OF BUSINESS Stanford, CA Expected Jun 2015 Master of Science in Management, Sloan Fellow Investment Partner - Stanford MSx Investment Club Relevant classes & activities: Alphanomics, Private Equity, Modeling for Investment Management, GSB Finance & Investment Club, Veterans Club
UNITED STATES MILITARY ACADEMY AT WEST POINT West Point, NY May 2006 Bachelor of Science in Electrical Engineering GPA: 3.46/4.0 Major GPA: 3.96/4.0 Honors: Graduated #1 of 36 Signal Cadets; Dean’s List; Engineering Honor Society; Institute of Electrical and Electronics Engineers; Intercollegiate Track & Field.
Professional & Leadership Experience GOLDMAN SACHS & CO. New York, NY Jul 2011 – Jun 2014 Vice President, Technology Audit and Data Analytics Managed and executed the technology risk assessment and audit plan for a $19 billion banking entity with 292 applications; conducted focused reviews of infrastructure, application development, trading surveillance, and regulatory reporting. Built 4 customized risk monitoring metrics and management reporting platforms as a member of the internal audit data analytics team streamlining and standardizing the continuous monitoring process across 7 technology teams. Analyzed trade data for 100,000+ Interest Rate Swaps, US Treasuries, Agency Bonds and Securities Lending transactions to validate configurations and thresholds of off-market surveillance reporting. Analyzed mortgage loan data from a 1.5 million loan portfolio to identify cases of potential inappropriate foreclosure after the foreclosure surge of ‘09-‘10; interacted with regulatory agencies to report on validation work.
UNITED STATES ARMY Fort Eustis, VA/Dhi Qar, Iraq Aug 2010 – Jul 2011 Battalion Signal Officer, 10 th Transportation Battalion Lead 11-person team installing, maintaining and managing 299 workstations on enterprise network supporting a 1,200-person unit. Employed/maintained $2 million of equipment. Managed $175,000 yearly budget. Created new battalion standard operating procedures/agreements, resulting in 100% inspection pass rate. Led software/hardware upgrade of 20 logistics tracking systems, enabling more efficient oversight of 8 units.
Oct 2009 – Aug 2010 Detachment Commander Led 24-person team tracking Army and Joint cargo through worldwide port system database and RFID for deployment to foreign Theaters. Provided immediate asset visibility to commanders of 9,600 soldiers. Loaded/tracked largest military shipment of 1,100+ pieces of cargo with 100% accountability; published article in Army Sustainment Magazine on “Packing Largest Shipment of the Iraq War” for 4,000+ readers. Built family readiness group from ground up as rear detachment commander for 202-person deployed company; significantly improved readiness/communication between rear detachment and deployed troops.
Jan 2009 – Oct 2009 Battalion Signal Officer, 11 th Transportation Battalion Led 7-person team installing, operating, maintaining and managing 15 workstations on enterprise network supporting 840-person battalion. Employed/maintain ed $1 million of equipment. Planned/managed communications for 1,200-person joint service exercise with total coverage/zero outages. Managed negotiation and contracting of $115,000 of computer and copier purchases; saved over $50,000.
May 2006 – Jan 2009 Network Extension Platoon Leader Led 19-person team in Iraq providing tactical satellite communications and network services to 160-person logistics element. Maintained $14 million of equipment. Successfully transitioned 32 workstations from satellite network to a new commercial fiber network in 14 days with no outages. Led a team enabling safe transport of Brigade Leadership on 16 battlefield circulation missions between 12 bases in southern Iraq; significantly increased Commander’s battlefield visibility; awarded Bronze Star. Played major role in facilitating $300,000 of construction for an elementary school and 2 reverse osmosis water purification stations in Dhi Qar region of Iraq, positively affecting over 500,000 people.
Skills, Activities & Interests
Skills: Matlab, R, Factset, Excel Financial Modeling, MS SQL Server, Visual Analytics Platforms, Business Intelligence. Certifications and Training: Certified Information Systems Security Professional (CISSP), Comp TIA A+, US Secret Clearance, Air Assault Qualified, Airborne Qualified, Eagle Scout. Interests: International Travel, Volleyball, Golf, Snowboarding, Catamaran Sailing.
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SERGEY PATSKO 650-391-4437, [email protected], Palo Alto, USA Entrepreneur In Residence / Startup Operations / Corporate Development
A ‘hustler’ backed by the unusual and useful combination of skills which allow to delve deeply in an unfamiliar industry or company, determine its potential and lead to success: entrepreneur, seasoned CEO with HR experience, head of analytics & marketing, PhD in math, and venture capitalist. Self-started as an entrepreneur in 2002, then proved success as the CEO, obtained experience in heavy machinery and renewable energy, demonstrated +40% revenue growth in the second year and +25% ($200M+) in the third year of his tenure as a result of anti-crises company restructuring. In 2012, became an angel investor in Finland and Russia, developed expertize and then co-founded $3M early stage US-based VC fund focusing on Finance and 3D technologies, online and offline convergence for retailers, and machine learning -- in the US and EU. Selected as a Kauffman Finalist – 2014. Exploring the ways to disrupt the insurance industry. Great believer that humility, persistence and education can predict the probability of person’s success. Multilingual proficiency: English –fluent, Russian – native, German – beginner. EXPERIENCE PV Seed Fund I
Palo Alto, CA/USA
Early-stage VC fund focusing on IT in US and Europe
General Partner 2014 – present > Founded PV Seed Fund I in US focused on early stage startups ($3M fund providing $250-300k bridges prior to series A rounds, and syndicating bridges of $0.7-1.2M) > Developed fund’s strategy and internal processes from organizing dealflow to closing the deals > Partnered with three General Partners and attracted several Limited Partners > Organized pipeline of projects from US, UK, and Finland > Invested in 4 IT startups (1 in UK, 3 in US), 2 of them later closed next venture rounds Russia Angel Investor 2012 – present > Invested in 6 IT companies in my native city of Ekaterinburg, Russia in 2012 (pre-seed stage, mostly to my University’s graduates) > Three companies were accepted to the Internet Initiatives Development Fund in 2014 -- Moscow based acceleration program; two companies are on hold and one company dissolved > Another company became a finalist in the BGI (MIT Portugal Caixa Capital accelerator) Walkbase Finland Board member, angel investor 2013- 2014 > Compiled a syndicate of seed stage investors to close a bridge round of financing > Assisted in finding product/market fit, suggested shifting from analytics only to broader range of services, including opt-in marketing campaigns with use of iBeacon technology > Contributed to strategy development and to series A fundraising with a higher valuation Machinery&Industrial Group N.V.
Moscow, Russia
$1.5 Billions annual revenue machinery corporation with factories in Austria, Denmark, Germany and Russia
Senior Executive positions !
2007-2015
Chief Marketing Officer (2012 – 2015) – promoted to the newly created position of CMO in the management company of M&IG N.V. > Compiled methodology and organized regular market research for all major market segments of
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the corporation (15 product groups, including agriculture, mining, construction, etc.), followed by recommendations and action points for top managers > Appointed as the Head of Pricing Committee for the corporation, oversaw the competitiveness of prices for thousands of products, resulting in the increased market share and/or profit margins for many of them Chief Executive Officer -- OEM & Spare Parts Division of the M&IG N.V. (2008 –2012) , responsible for 230 employees and $200M+ annual revenue: > Increased revenue by 40% after year one and 25% more after year two as a result of anti-crises restructuring with 50% in personnel layoffs, processes reengineering, CRM system rollout. Expanded the dealer network from 50 to 140 regional firms in 3 years > Recovered $23M of bad debt during the 2008 crises and established a new financial policy to prevent the occurrence of similar events in the future > Doubled annual OEM sales to $48M in 3.5 years via client development in energy, construction and automotive industries. Designed a new manufacturing program of undercarriage parts as replacement of spares for Caterpillar, John Deere and others > Member of budgeting committee of the corporation > Award recognition Chief Executive Officer, Board Member -- Customer Support Division of the M&IG N.V. (2009 – 2012): > Conceptualized a new Customer Support system based on the claims registered by the dealer service centers in a proprietary software, similar to those used by the market leaders (Komatsu, Caterpillar, John Deere, AGCO warranty systems were reviewed) > Decreased Warranty Accrual Rate to 1.66% of sales (at 1.9-2.5% industry average) > Developed the educational program for company’s engineers and dealers to improve service support and customer satisfaction. Launched the process of on-line publishing of the spare parts catalogs and 3D maintenance instructions (Cortona 3D) Chief Executive Officer – Borodino LLC, Renewable Energy Project of the M&IG N.V. (2007 – 2008): > Performed the feasibility study with Bios Bioenergiesysteme GmbH for pellet factory > Identified leaders and potential targets for acquisition in Photovoltaic, Solar Thermal, Wind, Solar Cooling, Pellet and Geothermal energy market segments in Europe > Facilitated cooperation between the World leading Solar Thermal & Cooling technology firm with Dunham-Bush Holding (Malaysia) Previous positions include: CEO at Alternative Fuel Technologies, Co-founder and HR director at Autoliner, Software Engineer and Head of Analytics at Agency for Sverdlovsk Region Development !
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EDUCATION Stanford University, Stanford Graduate School of Business , MS in management, Sloan Fellow, Stanford MSx Program UC Berkeley, HAAS School of Business Venture Capital Executive Program
Stanford, US 2014 –2015 (expected)
Berkeley, US 2013
Institute of Mathematics and Mechanics , PhD in Math
Ekaterinburg, Russia 2001 –2004
Ural State University, BS, MS in Applied Mathematics (with honors)
Ekaterinburg, Russia 1995 –2001
ADDITIONAL INFORMATION Mentor at Draper University of Heroes, San Mateo, CA Working on disrupting the insurance industry ! !
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Sara Schabert 1.305.677.2057 [email protected] •
Summary
Global sales leader with 10 years of international experience at a Fortune 50 company. •
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Acted as trusted advisor to global and regional companies in North and South America, leading to annual sales of $400M in capital equipment and related services. Consistently exceeded annual business plan and maintained market leadership in Brazil for 7straight years. 100% market share in mining truck product line. Effectively managed through industry and business economic cycles by aggressively driving new, high value, customer solutions. Invested in building strong partnerships with Latin American distributors to implement and streamline sales operations processes to improve velocity and reduce costs. Enhancing business acumen at a 1-year, full-time degree program f or experienced leaders at Stanford Graduate School of Business. Expected graduation June 2015.
Experience Caterpillar Inc.
Global Mining Division Santiago, Chile 2014 Responsible for managing Annual Business Plan of approximately $400M for mining machine sales in Chile, Argentina, Uruguay and Bolivia, a mature mining market where Caterpillar is not the market leader. São Paulo, Brazil 2007 – 2014 Mining Commercial Manager Responsible for managing an Annual Business Plan of approximately $300M for mining machine sales in Brazil and Paraguay, an expanding mining market where Cate rpillar is the market leader. Mining Commercial Manager
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Exceeded annual business plan and maintained market leadership in Brazil for 7-straight years. Increased sales in Brazil by providing leadership on processes and systems as local team grew from 6-employees to 400+ with the $9B Bucyrus acquisition. Reduced customers’ operating costs by $1M+ per project by leading 6 Sigma continuous improvement initiatives with customers and dealers. Championed cultural and process changes to implement an enterprise CRM tool for Mining Division. Contributed expertise for adoption in other Business Units. Led 5-year long pricing review to improve price realized with large Alliance customer. Surpassed customer expectations by performing site assessment and consulting on operational improvements for Brazilian customers in Mozambique. Facilitated dealer – customer relationships by coaching African dealers on working with Latin American clients. Achieved $4M in incremental revenue by leading project to import mining truck bodies directly from factory in Mexico instead of through USA. Delivered $140M incremental revenue by demonstrating 70 ton off-highway truck market in Brazil as economical alternative to on-highway trucks using life-cycle cost analysis. Reduced dealer inventory by $40M during economic crisis.
Sara Schabert [email protected] Caterpillar Inc.
Global Mining Division Peoria IL / Miami FL, USA Technical Marketing Representative 2004 – 2007 Responsible for providing commercial and machine application support globally for mining product line. • • •
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Completed 3-year management development program at Caterpillar offices and factories in USA. Participated in Caterpillar’s 13 week “Marketing Training Program” at USA headquarters. Consulted to customers on equipment investments using productivity and economic modelling tools. Delivered operational recommendations for improving productivity and reducing costs by leading field production studies and site assessments for mining customers in USA, Canada, Australia, Venezuela and Brazil.
Additional Experience Canadian Natural Resources Ltd., Mine Planning Sun Gro Horticulture Ltd., Production Planning Syncrude Canada Ltd., Mine Planning BHPB Diamonds Inc., Mine Operations Education Stanford Graduate School of Business , MSc in Management (Expected June 2015) • • •
Mastery in Communication Initiative: Top 3% communications students at the Business School Elected class officer Student Clubs: Women in Management; Latin American Student Association; Government & Politics Club; Wine Circle
University of Alberta, BSc in Mining Engineering •
#1 Academic Rank in my class
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Portuguese (Fluent); French (Intermediate); Spanish (Intermediate) Citizen of Canada; Permanent Resident of Brazil
MARK SCHMULEN 94 Thoburn Court #109 Stanford, CA 94305 (713) 724-0035 [email protected] •
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Summary Accomplished entrepreneur and manager with a proven track record in delivering and growing successful software-as-a-service solutions. Domain experience in:
Entrepreneurship General Management Venture Capital
Product Management Lean/Agile Development Technology
Product Marketing Public & Investor Relations Online Marketing
Experience San Francisco, CA Constant Contact, Inc. (NASDAQ: CTCT) SaaS solution delivering online marketing tools to over 600,000 SMEs 2010-2014 General M anager, Social M edia Created and grew new revenue streams which helped evolve CTCT into a multi-product company, reach new customer segments and increase ARPU of existing customers Developed and implemented CTCT’s social media product and go-to-market strategies Built and managed the Social Campaigns business unit, a portfolio of multiple social media products and features used by over 400,000 users Managed and grew the company's West Coast office from 0 to over 25 employees Established partnerships with Facebook, Twitter, Yelp, LinkedIn and Yahoo Advanced CTCT’s social media thought leadership via public speaking engagements, media interviews and investment analyst and press briefings •
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Palo Alto, CA Nutshell Mail, Inc. (Acquired by Constant Contact Inc.) SaaS solution that enables SMEs to manage their brand and online reputation 2006-2010 CEO & Co-Founder Acquired by Constant Contact, Inc. in May 2010 Raised $1M+ in funding from Facebook, Accel Partners, Founders Fund, Zelkova Ventures Graduate of the FacebookFund Incubator program directed by Dave McClure • • •
New York, NY An alyst, Equi ty Capital M ark ets & Syndicated Lever aged Fi nance 2003-2006 Analyzed capital markets and advised issuers on both equity and debt pricing structures, legal requirements, processes and timetables for going to market Provided sales team with marketing materials to position transactions & maximize demand Structured 28 IPOs and follow-on offerings for $12.6 billion in proceeds and 12 syndicated loan transactions for $20.5 billion in proceeds JPMorgan Chase •
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Education Stanford, CA Stanford Graduate School of Business Master of Science of Management (Sloan Fellow / MSx Program) Expected June 2015 A one-year, full-time accelerated degree program for experienced leaders •
The University of Pennsylvania B.A. with Honors in International Relations
Philadelphia, PA
Other Activities Active angel investor and advisor Director of the HHF Foundation focused on early childhood development Published or profiled in Forbes, New York Times, Wall Street Journal, Washington Post, Huffington Post, Mashable, Tech Crunch, Life Hacker, TechRadar and over 10 others • • •
Daniel P. Scott CA(SA), CFA
[email protected] | +1 650 804 3368
SUMMARY Accomplished finance and operations executive with a history of impact in capital raising, managing burn rates and driving operational efficiencies. Raised more than $1 billion in capital for clients, managed M&A transactions end-to-end and completed turnaround of 60 year old company with 150 employees from loss to record profit in 3 years.
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EXPERIENCE HUDSON GROUP, JOHNNESBURG (CEO) Jan 2010 – June 2014 Manufacture, distribution and retail of equipment for the mining, automotive and transport industries Drove new strategies in response to a deterioration in trading conditions to lead the company through a turnaround, restoring it to profitability in 24 months Implemented cost control and efficiency procedures, shut down loss making divisions and implemented new measurement systems in supply chain, manufacturing and distribution. Reduced operating expenses from 26% to 23% of sales in 24 months and increased gross profit from 24% to 29% Managed cash flow on a daily basis, including implementation of software to allow reduction of inventory levels from 41 days to 21 days over 4 years whilst doubling revenue over the same period Established new higher margin product lines in the mining and marine sectors in Southern and West Africa driving 20% CAGR sales growth over 4 years in a mature industry Completed key management hires, including my successor and established growth strategy before departing BARCLAYS CAPITAL, JOHANNESBURG | LONDON (Manager) Jan 2006 – Dec 2009 After one year as an M&A analyst, I was given responsibility for managing a key client portfolio in Investment Banking Division where I won a debut capital raising mandate worth over $1 billion from Goldfields Limited (NYSE: GFI) Managed numerous transactions in debt capital markets, syndicated loans, advisory, interest rate/foreign exchange/commodity derivatives through the lifecycle First Johannesburg team member to be seconded to the London office in 2008 Successfully presented at Barclays Group Credit Committee to participate in a senior syndicated loan for Xstrata’s £30b billion (unsuccessful) bid for Lonmin in late 2008 (the largest loan market contraction on record) NODUS FINANCIAL TECHNOLOGIES, JOHANNESBURG (ANALYST) Jan 2005 – Dec 2005 M&A advisory: Sale of a 26% interest in Omnia Group Ltd (JSE:OMN) to a consortium of investors for ZAR278 million. Transaction advisor to Omnia PWC, JOHANNESBURG | CHICAGO (Senior Associate) Jan 2002 – Dec 2004 Audit of financial services companies including major listed life/health/short term insurers Specialising in audit of actuarial reserves Designed and implemented a new method of documenting audits whilst gathering evidence Consistently ranked number 1 in performance reviews of over 40 trainees in the Financial Services division at PwC during all 3 yea rs of service
EDUCATION MS Management Candidate (Stanford University) CFA Charter Holder (CFA Institute) Chartered Accountant (South African Institute of Chartered Accountants) Batchelor of Commerce (University of the Witwatersrand) Academic Achievement Bursary Award (WITS University)
2015 2006 2004 2000
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JAVIER SOLANO +1 (650) 804-4496 [email protected] http://www.linkedin.com/in/javiersolano78/
Investment strategist and asset manager with 12 years in public and private emerging markets Successful at managing multiple asset classes Strong analytical skills from experience as a quantitative analyst and risk control officer EXPERIENCE Inversiones Arizona Chief Investment Officer
Santiago, Chile 2012 – 2014
For a single-family office managing US$ 500M: Invested US$ 100M in fixed income, real estate, private equity and hedge funds Developed and ran the absolute return portfolio; invested US$ 20M in local and global a ssets, with equity, fixed income, currencies and commodities as underlying assets Reformulated and ran the currency and inflation hedging strategy for a US$ 150M portfolio
P o r t f o l i o M a n a g er
2011 – 2012
Developed the fixed income area Transformed a US$ 8M outsourced-managed account invested in Latin American securities into an internally managed, globally diversified portfolio of US$ 30M
BBVA Asset Management Chile H e ad o f G l o b a l I n v e s t m e n t S o l u t i o n s
Santiago, Chile 2010-2011
Redefined the investment process for equity and balanced funds Managed investments for 20+ funds: international equity, balanced and capital protected funds
P o r t f o l i o M a n a g er
2008-2010 Managed investments for 6 funds: 3 international fixed income and 3 balanced funds, for an aggregate of US$ 500M Achieved the highest risk-adjusted return in the international fixed income category of duration lower than 90 days in 2008 and 2009; placed second in 2010 Awarded best international fixed income asset manager in 2010
Legg Mason Chile Asset Management F i x e d I n c o m e T r ad e r – R i s k C o n t r o l O f f i c e r
Santiago, Chile 2006-2008
Euroamerica Seguros – Euroamerica Administradora General de Fondos J u n i o r P o r t f o l i o M a n ag e r – F i n a n c i a l P r o j e c t E n g i n e e r
Santiago, Chile 2001-2006
EDUCATION Stanford Graduate School of Business, Sloan Fellow. MS in Management, Expected 2015 CFA Institute, CFA Charterholder, 2014 Pontificia Universidad Catolica de Chile, Bachelor of Science in industrial engineering,
with a specialization in electrical engineering, 2001 Awarded the Honor Scholarship based on admission test ranking
Languages: Spanish – native speaker; English – full professional proficiency; Portuguese –
elementary proficiency
Masahiro Suzuki [email protected] | 650.285.8313 Summary Accomplished manager focused on business expansion. Experience includes: Business Scaling New Business Development Operations Management P&L Management Customers Relations Managerial Finance Strategic Planning for Growth Supply Chain Management Global Business Management Experience
Toyota Motor Corp. Director, Corporate Planning
Aichi, Japan 2011 – 2014
Reporting to Board and senior leadership, executed growth strategies including M&As Achieved 12% increase in profit of Toyota’s main subsidiary (Toyota Motor Kyushu Corp.) changing product mix, manufacturing location, and R&D process Served as primary negotiator for potential partnership regarding autonomous driving technology with Information Technology giant Negotiated numerous partnership agreements with BMW, Ford, and Peugeot Citroën
Toyota Tsusho Corp.
Aichi, Japan Toyota Tsusho Corp is a business development and investment vehicle for the Toyota group. 2010 – 2011 Manager, Business Planning & Restructuring Led a division of 300 people to implement transformation of supply chain Significantly reduced costs by re-engineering the supply chain and expanding suppliers to include firms in China, Thailand, and Malaysia Ensured smooth introduction of 18 new suppliers while maintaining high quality standards and tight delivery schedules over 200 global suppliers
Assistant Manager, Business Development & Reorganization
2008 – 2010 Promoted to General Manager and led over 20 people covering P&L, Sales, Finance, HR, and Customer Relations for early-stage logistics company in the USA after acquisition Saved $650K/year implementing strategic outsourcing and reorganization of the Sales, IT Support, and Logistics
Associate, Sales - Supply Chain Management system
2005 – 2008
Achieved 30% increase in profit (Annual sales: $3MM) Blazed new supply channels in China, promoting client’s global procurement
Mizuho Bank Ltd. Associate, Sales – Commercial Lending
Tokyo, Japan 2001 – 2005
Education Stanford Graduate School of Business, Sloan Fellow, Stanford MSx Program (Expected June 2015)
A one-year, full-time degree program (MS in Management) for experienced leaders Nagoya University, BA, Psychology, 2001
Additional Bilingual Japanese and English Designated as an alternate candidate, Fulbright Award (2012)
CAROLYN TING Stanford, California| (626) 353-7879 | [email protected]
SUMMARY Global health professional with nearly 8 years of strategy, investment, and operations experience in private sector and nonprofit organizations. Proven track record in designing and launching innovative programs, building partnerships and teams, and entering new markets in North America, Asia, and Africa. Passion for creating a sustainable impact in health. Strategy Management Consulting Strategic Partnerships ●
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Financial and Business Analysis
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EXPERIENCE BILL & MELINDA GATES FOUNDATION, Seattle, WA and Beijing, China 11/2010 – 6/2014 Consistently awarded highest performance ratings (top 9% of employees) in annual reviews. Recognized by the division as the employee who best represented the Foundation ’s core values of optimism, collaboration, rigor, and innovation.
8/2012 – 6/2014 Defined new role as the Foundation ’s inaugural representative and liaison between program teams and the China Office. Facilitated China business development and relationship management with foundation headquarters Strategy Development and Implementation Drove the development of the China Office’s first five-year strategy and $5M investment plan. Developed work plan, strategic frameworks, tools, and final deliverables for approval by Bill and Melinda Gates Developed investment portfolio to enable strategy of developing products a nd partnerships for African countries Managed organizational change during a successful strategy shift and 300% staff increase, including leading culturebuilding efforts and serving strategy, operations, and business development roles Key Partnerships and Strategic Projects Management Engaged China as an R&D partner for global health and development by leading core team for a $300M partnership with China’s Ministry of Science and Technology Served as the engagement manager for the development of a strategy and investment case to cultivate a Chinese vaccine manufacturer to become a leading global supplier of low-cost vaccines for developing countries Launched strategic partnership and managed pilot projects with BGI, the world’s leading genomic sequencing provider Regional Program Manager, China
11/2010 – 8/2012 Joined the Foundation’s first internal strategy group to advise leadership on priority initiatives and support program teams in strategy development. Promoted quality decision-making by providing thought partnership and project management Portfolio Gap Analysis Model: Managed project to develop a complex model and decision tool to understand the costs and funding for the f oundation’s vaccine portfolio. Led 20-person cross-division working group, developed cost and funding methodologies, built buy-in for analysis, and presented findings to global health partners in Geneva Pneumonia Strategy: Developed strategy to accelerate reduction in the global burden of pneumonia. Developed a disease model to facilitate prioritization between multiple immunization strategies. Created a financial tool to help leadership team make investment tradeoffs and decisions across $100M budget Heath Data Access: Managed 15-person team to promote the broad dissemination of data by grantees for increased collaboration, capacity strengthening, and innovation in the scientific and global health community
Associate Program Officer, Global Health Strategy
DELOITTE CONSULTING LLP, San Francisco, CA 7/2007 – 11/2010 Consultant (promoted from Business Analyst), Strategy & Operations Managed post-merger integration roadmap for a $1.5M life sciences technology acquisition deal Modeled business case to recommend a shared services c enter for an integrated healthcare system by demonstrating savings of $70M over 5 years. Managed human resources transformation analysis for 1500 FTEs
Developed a Wellness and Healthy Living framework and market-sizing model to segment the products, services, and customers in the sector to identify potential business opportunities for Deloitte Consulting’s healthcare practice Wrote paper on healthcare delivery models & private sector engagement in Brazil, China, India and Sub-Saharan Africa
ACCENTURE, Consulting Analyst Intern - San Francisco, CA
5/2006 – 8/2006
PEACE CORPS, Business Analyst - San Francisco, CA
7/2005 – 9/2005
EDUCATION STANFORD UNIVERSITY – Graduate School of Business M.S., Management (Expected June 2015) Certificate in Public Management and Social Innovation (Expected June 2015)
7/2014 – Present
UNIVERSITY OF CALIFORNIA, BERKELEY - Walter A. Haas School of Business B.S. Business Administration, B.A. Psychology
8/2003 – 5/2007
UNIVERSIDAD ANTONIO DE NEBRIJA - International Business Program, Madrid, Spain
5/2005 – 7/2005
ADDITIONAL ACUMEN FUND - San Francisco Volunteer Chapter, Founder: Developed chapter roadmap and corporate development strategy to build a network of 150+ members and raise $20,000 in the chapter’s inaugural year CRISIS CLINIC, Volunteer : Provided crisis intervention counseling services for at-risk y ouths and adults in Seattle KIVA.ORG, Spanish Translator : Translated over 100 loans/year for a peer-to-peer lending microfinance organization SYMPHONY PARNASSUS, Violinist: Performed 4 concerts/year with a San Francisco community orchestra of 90 musicians
Qiang Charles Zhang, Ph.D. Graduate School of Business, Stanford University (607)379-2996 [email protected]
SUMMARY Sr. Product, Marketing & Biz Dev Leader | Analytics | Entrepreneur | Inventor | Sloan Fellow @Stanford GSB | Ph.D. in Engineering, seeking a Product/Marketing/Biz Dev leadership position in B2B and consumer tech
Passionate business leader and innovator. In a Fortune 50 company, led a cross-functional team and courageously drove innovation despite organizational and technological hurdles. In several high-tech ventures, led commercialization of various new products from idea to successful launch Ten year proven records in product management, B2B & B2C marketing, data analytics, strategy, customer and business development, product development, and building high performance teams
Experienced software engineer, product manager and marketer in IT and consumer internet
Sloan Fellow @Stanford GSB, a one-year general management program for mid-career leaders
Ph.D. in Engineering from Cornell, with 6 patents and 13 papers in top journals (> 700 citations)
EXPERIENCE Stanford Technology Venture Formation Program Chief Marketing Officer of Range Messenger Responsible for go-to-market strategy, marketing analytics, and marketing campaigns
Stanford, CA 2014-2015
Range is a geo-fenced messaging mobile app to engage people and local businesses; it is a real-world startup project mentored by well-established entrepreneurs and venture capitalists Conducted extensive market research and user interviews; developed and iterated the go-to-market strategy Developed and implemented data analytics (e.g. JMP, R, LeanPlum) to optimize product & product-market fit Launched Range Messenger App on both iOS and Android; led marketing campaigns and signed on >1000 daily messenger users and >30 local restaurant customers Delivered final pitch to a panel of partners at top VC firms (including Sequoia Capital and Accel Partners) and Angel investors; this project received serious interest from a few Angel investors
The Dow Chemical Company Princeton, NJ Global Product Marketing Manager at LED Phosphor Materials 2011-2014 Responsible for product strategy, marketing & commercialization, and new business development
Successfully commercialized 7 new LED phosphor products with superior energy efficiency from conception to launch, and achieved >$10M annual sales and >100% annual sales growth in 2012 and 2013 Led a team of 10 from marketing/sales, R&D, engineering, manufacturing and supply chain, and successfully developed and commercialized Aruba and Fiji series phosphor products Managed product introduction, qualification and contract negotiations with major customers (e.g. Samsung, LG, Cree) and conducted customer and market analytics to guide product development Developed marketing and sales strategy targeting 10 largest customers; established a value-based datadriven pricing strategy Drove business development in US and turned >3 prospects into customers; generated >20 new business opportunities in US and in Asia Pacific
NNCrystal US Corp, a cleantech start-up of novel energy-saving materials Fayetteville, AR Product Manager of Q-dot materials for LED lighting 2009-2011 Responsible for QshiftTM Coral product development and management, and strategic product partnerships
Developed and launched Qshift TM Coral, offering 30% higher energy efficiency vs. industry standard. It brought first revenue to NNCrystal and played a key role in closing $10M series-B round of VC funding Steered joint product development with strategic partners (Renaissance Lighting, Acuity Brands and Bayer MaterialScience) and co-launched 3 LED lighting products
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