MBA student 2010, UC Berkeley
San Francisco Bay Area
MBA student 2010, UC Berkeley
San Francisco Bay Area
Work experience in Venture Capital in several countries including the US, UK, Italy, and Australia. Currently studying my Full-Time MBA at UC Berkeley.
Portfolio restructuring, mergers and acquisition, valuation, negotiations
(Higher Education industry)
August 2008 — Present (1 year 5 months)
MBA Investment Banking Fellowship (1 of 8 students in 2010 class)
Career Coach: Buy-side Finance
Business Week MBA writer: Published articles (1 of 8 students across the US)
Co-founder, Haas Asia Business Association
(Financial Services industry)
March 2009 — September 2009 (7 months)
Performed restructuring analysis and distressed valuation at the asset and fund level of $9B in US Urban Real Estate for the purpose of deleveraging the portfolio.
Analyzed $250M of 'risky' opportunistic assets to evaluate non-performing investments and potential recourse actions including walk-away, equity call, and debt restructuring.
Assisted in the preparation of the new performance evaluation and selection criteria of existing investing partners for the purpose of asset allocation post-restructure.
Studied core, value-added, and opportunistic real estate valued between $50m to $500m in all US geographic and product sectors (housing, office, retail etc.)
(Financial Services industry)
June 2003 — March 2008 (4 years 10 months)
Investment team member on societally beneficial investing with $200M AUM
Assisted in all acquisitions and operations for societally beneficial fund with deal flow experience in the USA, UK, Australia, and Italy.
Quantitative & Analytical Skills
Analyzed financial and operational forecasts of prospective investments valued between $5-50M in several industries.
Conducted market analysis and DCF valuations for prospective investments in real estate, construction, and shipping/distribution companies.
Strategy & Leadership Skills
Italy: Relocated to Italy for one year as the firm's representative to negotiate distribution licenses for art reproduction with the Vatican and its Library and Observatory Collections. Contracts generated $3million in revenues for the US Company and US non-profits.
US: Led the pre-development of a 600 acre $100M real estate project from land acquisition to Master Plan approval.
Australia: Proposed, negotiated, and led a joint venture between an Australian public company and one of our portfolio investments, generating $6 million of cash and stock.
Assisted in a joint venture with a Nigerian environmental construction firm and coordinated the $8M shipment of operational equipment to Nigeria from Mexico via US border control.
MBA , Finance , 2008 — 2010 (expected)
Certificate in EBS: Alternative Energy
Independent Study Topic: Asset & Portfolio Restructuring
Berkeley MBA Investment Banking Fellowship (1 of 8 students in class)
Class Representative: Graduate Business Forum, Taiwan (1 of 3 students sent by school)
Buy-side Finance Career Coach for 1st year students
CFA Level I Candidate (Dec 09 exam)
Bachelor of Commerce , Finance & Management 2003
1 year study abroad program
Charity: co-founded a charity program and raised $100,000 for a non-profit Coaching: Coached Men’s Division II and University level rugby teams Interests: Rugby, mountain climbing, skydiving, marathon, college football, travel (35+countries)
• Awarded Berkeley MBA Investment Banking Fellowship (1 of 8 students in 2010 class)
• Selected Business Week MBA writer: Published articles (1 of 8 students across the US)