EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 2011
MBA; Finance, Accounting, Management

• Activities: Wharton’s Real Estate, Private Equity & Venture Capital, Investment Management, Dance Studio, Squash, and Ski Clubs
• Positions: Real Estate Club’s Fall 2009 NYC Trek Organizer, Investment Management Club Equity Research Analyst

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2000 - 2004
BS Economics; Real Estate and Finance

• Summa Cum Laude: GPA 3.81/4.0
• Awards: Herbert K. Brown Scholarship in Real Estate (2004); William Zucker Award for Outstanding Scholarship in the Field of Real Estate(2003); Seevak 17th Annual Student Research Competition – First Place (2004); Wharton Case Competition – Second Place (2004)
• Activities: Teaching and Research Assistant for Dr. Peter Linneman (2001 – 2004) Delta Tau Delta Fraternity – Founding Father (2001), Treasurer (2002, 2003), Vice President (2001); The Daily Pennsylvanian – Senior Account Manager in Advertising Sales (2001 – 2002), Strictly Funk Dance Movement – Business Manager (2000 – 2004)

EXPERIENCE

AMERICAN LAND FUND
Philadelphia, PA · 2005 - Present
Acquisitions & Project Management Associate

• Assisted Dr. Peter Linneman with founding of American Land Fund and set-up of all fund infrastructure
• Involved in the sourcing and structuring of ten investments (25 parcels totaling 11,260 acres acquired for approximately $180 million) located in Arizona, California, Colorado, Florida, Idaho, Kansas, Mississippi and North Carolina
• Developed strategic investment plan for targeting desirable markets through macro and regional demographical analysis
• Performed valuation and risk analysis, and created financial models, to assess the viability of potential investments
• Led the negotiation and creation of purchase agreements and joint venture contracts for new acquisitions
• Served as post-closing project manager for Colorado, Kansas, and Mississippi assets supervising operating partners, lawyers, entitlement consultants, and other third-party service providers
• Coordinated production of ALF’s reporting documents, including monthly, quarterly and annual reports to investors

LEHMAN BROTHERS
New York, NY · 2004 - 2005
Analyst, Investment Banking – Global Power Group

• Preformed extensive valuation, credit, accretion / dilution and capital markets analyses; constructed pro forma financial models for the analysis of accounting and taxation effects, financing capacity, equity returns and liquidity
• Conducted industry wide and company specific research used to evaluate strategic options for clients
• Prepared materials for presentations to management teams, boards of directors, fairness opinion committees, financial sponsors and financial institutions
• Selected Transactions: Advised Exelon Corp. on $26.2 billion acquisition of PSEG Inc.; Sale of six electric and gas utility assets for Aquila Inc. (est. total asset value of $700 million); Equity and Tax-Exempt Bond financing for construction of $650 million Two Elks coal generation facility

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southwest USA
• West Coast USA

Part-Time Employment: Continue to work 6 – 8 hours per week at ALF while pursuing MBA Undergraduate Internship: Eastdil - Summer Analyst (2004) Organizations: Urban Land Institute – Associate Member, Philadelphia Young Leaders Group Member (2005 – Present); Hokkaido International Japanese Foundation, Hakodate, Hokkaido, Japan (2001) Interests: Skiing, Squash, Poker, Reading, Modern Architecture