EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2010
MBA; Finance and Real Estate

• Southeast Asia Global Immersion Program - Visited companies and political leaders in four different countries.
• Director of Speaker Series, Private Equity; House Manager for Rebuild Philadelphia; Wharton Community Consultant.
• Member of Wharton\'s Real Estate, Private Equity, Finance, Wine, Golf, and Boxing Clubs.

TEXAS A&M
College Station, TX · 1997 - 2001
BBA; Finance

EXPERIENCE

AKEIDA CAPITAL
New York, NY · August 2009
Summer Associate

• Participated in the assessment and due diligence of two distressed biomass power plant investments.
• Revised the evaluation policy for the project loan portfolio.

THE CAPSTREET GROUP
Houston, TX · June - July 2009
Summer Associate

• Conducted strategic and industry due diligence to support private equity investment opportunities for a beverage logistics and infrastructure services firm as well as participated in on-site meetings with management.
• Authored white page industry reports on power generation and infrastructure and presented my investment thesis to the deal committee.

AIG INVESTMENTS
Houston, TX · 2005 - 2008
Senior Investment Analyst

• Analyzed more than 50 domestic and international private placement investments worth $11 billion. Invested $1.1 billion in 20 transactions. Two person deal team, in which I assumed a significant portion of the responsibilities.
• „ Coordinated the investment process, including meetings with investment bankers and company management, legal review, investment committee approval, due diligence, and investment pricing by AIG traders.
• „ Prepared investment recommendation memorandums and presented them to AIG¡¦s investment committee.
• „ Negotiated note purchase agreements with legal counsel, which incorporated analysis of affirmative and negative covenants, legal definitions, payment terms, and events of default.
• „ Performed on-site due diligence, including facility visits, conversations with employees, and meetings with management.
• Managed a $1.1 billion portfolio comprised of domestic and international private placement fixed income securities.
• „ Executed written analysis for each investment annually and recommended buy, sell, and hold positions.
• „ Handled prepayment and amendment requests for portfolio holdings.
• Analyzed primary and secondary transactions to determine credit worthiness of borrowers through analysis of company fundamentals, strategic initiatives, financial performance, and industry dynamics.
• Constructed financial models with detailed ratio analysis to be used in the evaluation process.

MORGAN KEEGAN
Houston, TX · 2004 - 2005
Associate Analyst

• Advised institutional buy-side clients on industry fundamentals and investment recommendations.
• Created and maintained models for earnings forecasting, valuation, financial analysis, and industry statistics.
• Authored industry and company specific articles such as daily and weekly research reports and First Call notes.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA