FUNCTION

INVESTMENT BANKING

• Evaluated M&A, leveraged buyout, joint venture, equity, equity-linked, CMBS, high grade and high yield debt financing opportunities for real estate and lodging clients

PEOPLE

• Managed the staffing and development of 18 Associates and Analysts

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002-2004
MBA; Finance and Real Estate

• Active in Finance Club, Greater China Club and Europa; Associate Producer of Wharton Follies; peer mentor to exchange students
• Selected to participate in the Wharton / INSEAD global alliance exchange program in Fontainebleau, France
• Internship at the International Finance Corporation (private sector financing arm of the World Bank Group) in Washington DC

DARTMOUTH COLLEGE
Hanover, NH · 1994-1998
A.B.; Economics

• Recipient of Presidential Scholar Research Assistantship in biochemistry; fulfilled all pre-med requirements
• Founding member of International Programs Advisory Committee, President of International Students Association, Co-Chair of Dartmouth Chinese Association, Dartmouth Women\'s Fencing Team, swim instructor, Topside store Supervisor

EXPERIENCE

BANC OF AMERICA SECURITIES LLC
Charlotte, NC · 2007-2008
Vice President

• Led teams in #1 ranked real estate M&A group on strategic advisory (M&A, leveraged buyout, joint venture), equity and debt financing assignments for public and private office, industrial, multifamily and retail Real Estate Investment Trusts (REITs), hotel/lodging companies, developers, real estate services companies, financial sponsors, specialty finance companies, and investment managers. Managed the staffing and development of 18 Associates and Analysts in Charlotte (corporate headquarters of Bank of America and largest real estate investment banking office) and spearheaded the coordination of work flow across five global offices
• Transaction Highlights:
• - Leading global hospitality group: led a cross-border team on winning a complex M&A mandate on a substantial portfolio sale against multiple bulge bracket investment banking firms through several rounds of bidding
• - Prominent multifamily developer: advised on raising mezzanine debt financing for a $1.0 billion development pipeline
• - Private healthcare real estate group: advised on a $400 million joint venture equity raise
• - Leading public multifamily REIT: advised on the joint venture equity raise for a ~$400 million class A+ development project

MERRILL LYNCH & CO.
New York, NY · 2005-2007
Senior Associate

• Assessed various strategic and financing alternatives for real estate and lodging clients, including evaluating M&A, leveraged buyout, equity, equity-linked, CMBS, high grade and high yield debt financing opportunities. Built complex financial models for M&A, leveraged buyout, discounted cash flow, net asset value and financing alternatives analyses; drafted client presentations and transaction documents; actively participated in client discussions
• Transaction Highlights:
• - Winston Hotels / Och-Ziff Real Estate: announced the $850 million leveraged buyout of Winston Hotels
• - DCT Industrial: completed the initial public listing of the $3.7 billion industrial REIT on the NYSE
• - Brookfield Properties: advised the major office-sector focused commercial real estate company on the potential acquisition of CarrAmerica Realty Corporation with transaction value in excess of $5 billion
• - Host Hotels & Resorts: closed a $1.7 billion bridge loan and $1.3 billion high yield offerings for the largest hospitality REIT in connection with its $4 billion acquisition of an international portfolio of assets from Starwood Hotels and Resorts
• - FelCor Lodging Trust: closed a $125 million credit facility and a $215 million high yield offering; advised two parties on the potential $4 billion LBO of FelCor following the announcement of a major asset disposal and repositioning strategy
• - Closed nine equity and equity-linked offerings raising $1.8 billion in proceeds

UBS INVESTMENT BANK
New York, NY · 2004-2005
Associate Director

• Announced three M&A transactions totaling $1.2 billion in transaction value; responsible for valuations analyses

SOCIETE GENERALE / SG COWEN SECURITIES CORPORATION
New York, NY and London · 1998-2002
Analyst and Associate

• Assessed various financing alternatives, including structuring public and private debt offerings, and evaluating leveraged buyout, strategic corporate acquisition, leveraged recapitalization and debt refinancing opportunities in the United States and in Europe
• Worked on over $5.7 billion of closed transactions
• Assisted in SG\'s effort to establish a leveraged finance practice in London; responsibilities included helping to establish transaction standards and recruiting and training Associates and Analysts

CREDIT SUISSE FIRST BOSTON
Beijing, China and North Korea · 1997
Special Project Manager for China Country Head

• Researched banking and developmental needs of Tumen River Delta region by working closely with Chinese banking and regulatory authorities, North Korean senior central banking officials and the United Nations Development Programme

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

US citizen; native fluency in Mandarin Chinese, read and write Chinese, knowledge of French; FINRA Series 7 and 63 registered; Interests include swimming, fencing, marksmanship and traveling