Download Mpa Resume Book 2011Spring PDF

TitleMpa Resume Book 2011Spring
TagsTypes Resumes & CVs
File Size619.4 KB
Total Pages12
Table of Contents
                            Bhargava.pdf
	Faculty Scholarship, Academic Year 2009-2010
	Bachelor of Arts in Economics, Minor in Art History
	Volunteer, Madison House
Bhargava.pdf
	Faculty Scholarship, Academic Year 2009-2010
	Bachelor of Arts in Economics, Minor in Art History
	Volunteer, Madison House
                        
Document Text Contents
Page 1

The Michael Price Student Investment Fund  
The Leonard N. Stern School of Business, New York University









The Michael Price Student Investment Fund is a $1.6 million investment pool
managed directly by NYU Stern MBA students. The fund, part of the overall
NYU endowment, was established in 1999 through a generous gift from Michael
Price, managing partner, MFP Investors, LLC and former chairman of Franklin
Mutual Series funds.

MPSIF provides a training ground for MBA students to gain hands-on experience
managing a real fund with significant assets. Enrollment in the course that
underlies MPSIF is a competitive process. Each year, enrollment is limited to 45
students who spend two semesters in MPSIF and are responsible for all fund
activities – screening and evaluating stocks, preparing and presenting pitches for
buy and sell recommendations and strategizing on broader portfolio allocation
decisions. MPSIF students also prepare a periodic newsletter and annual and
semi-annual reports that are presented to the MPSIF Board of Advisors, Stern
faculty, and other parties.

Managing the diverse tasks in MPSIF relies on teamwork and requires students to
draw on their knowledge of finance, macroeconomics, accounting, competitive
analysis, strategy and marketing. Through MPSIF, students are immersed in a
year-long course of security analysis and market research through which they
gain invaluable experience for careers in investment management.



Students in the Michael Price program have voluntarily submitted their resumes to be included in this book.


Resume Book
 

of student participants in spring 2011

Page 2

JONATHAN AVNI
226 Thompson Street, Apt 16

New York, NY 10012

Tel: 917-833-4481

E-mail: [email protected]



Education: NEW YORK UNIVERSITY New York, NY

Leonard N. Stern School of Business

Master of Business Administration, 2012

Specializations in Entrepreneurship and Innovation, Finance, and Strategy



 Organized and coordinated 2011 Northeast Regional Venture Capital Investment Competition (VCIC)

 Equity Analyst, Michael Price Student Investment Fund ($1.5M endowment fund)

 Manager, consulting project designing a financial performance diagnostic tool for a VC funded start-up

 Member, Association of Investment Management and Research, Stern Private Equity, Entrepreneurs Exchange


TEL AVIV UNIVERSITY Tel Aviv, Israel



School of Engineering

Bachelor of Science in Industrial Engineering and Management, September 2006

 Double majored in Information Systems Engineering and in Business Management


Experience: NESS GILON Tel Aviv, Israel

2008 - 2010

Israel’s largest Business Intelligence (BI) Technology Consulting Group

Senior Business Intelligence Consultant



 Managed development teams in projects for clients across various industries, including Israel's largest bank and
2 largest cellular operators

 Managed Gilon supplementary product to Microsoft Analysis Services, increased product sales by 20%

 Led strategic 1-year project upgrading entire BI technology platform for


2007 - 2008 Business Intelligence Analyst



 Co-founded first-ever Gilon Microsoft Professionals Team providing consultation to over 30 of Gilon's
Microsoft oriented client sites, consisting of thousands of users

 Analyzed, developed, and implemented an analytical HR and Compensation
senior management in the United States, the United Kingdom and in China

 Coordinated, developed and led web-based training sessions for over 200 international BI users


2006 - 2007 Business Intelligence Developer



 Selected as one of three out of 50 Gilon Microsoft specialists to undergo Microsoft BI Professional Certification
(8-month course, first ever course in Israel)

 Designed and developed end-to-end Business Intelligence solutions for senior managers of 5 Gilon clients


2005 AMAN (OF THE AMANET GROUP) Tel Aviv, Israel



Israel’s 4th largest multi-disciplinary service and consultancy provider

Organizational Methods Consultant

 Collaborated extensively with Industrial Engineers on Organizational Methods Consulting projects

 Constructed project bid closing a 5 year, $1.1M Organization and Methods consultancy project with Israel's 3rd
largest bank



1998 - 2001 ISRAEL DEFENCE FORCES PARATROOPERS BRIGADE Israel



An elite IDF infantry unit

Staff Sergeant

 Commanded 50-soldier base, coordinating and authorizing all of the base's operations and logistics

 Managed over $1M worth of equipment

 -month basic and advanced training


Additional:  -2010): planned and administered recreational activities for
underprivileged children

 Avid SCUBA diver; have gone on diving safaris in 10 different countries

 Backpacked in over 20 countries including Central & South America, Africa and East Asia

 Single malt whisky buff

 Languages: fluent English, native Hebrew

Page 6

MIGUEL MENEZES FALCÃO
35 Christopher Street, Apartment 3C

New York, NY 10014

(001)-917-257-3345

[email protected]



Education: NEW YORK UNIVERSITY New York, NY
Leonard N. Stern School of Business
Master of Business Administration, May 2011

Specialization in Finance



• Teaching Assistant for the Foundations of Finance MBA course
• Member of the Management Team of MPSIF, a student-run investment fund
• VP of Economic Outlook for MPSIF
• VP of Events for the European Business Society


CFA CANDIDATE
Passed the Level I exam in June 2010





CATHOLIC UNIVERSITY OF PORTUGAL Lisbon, Portugal
Undergraduate degree in Management and Business Administration, June 2005


• Merit scholarship received during the second and third year of study
• Study abroad program during 1 semester in Universitat Autònoma de Barcelona




Experience: OPUS ASSET MANAGEMENT Rio de Janeiro, Brazil
2010 Summer Job at the Equity Fund Management Team
• Provided analytical support to the Portfolio Manager of the firm’s Equity Fund



• Analyzed and performed valuation on Brazilian companies, such as Mills, a supplier of construction
equipment, and Ecorodovias, a toll-road and logistics operator

• Made presentations and provided investment opinions on the analyzed stocks




2007 - 2009 MILLENIUM BCP INVESTMENT BANK Lisbon, Portugal
Sovereign Fixed Income and Foreign Exchange Analyst



• Covered the UK (January 2007 – October 2007), Euro zone (October 2007 – June 2008) and China &
Japan (June 2008 – July 2009) markets

• Published and signed off on reports about macroeconomic climate, interest rates and foreign exchange
performance for the private banking, corporate and retail clients

• Developed analytical and forecasting models for key economic indicators and market variables, including
models to forecast the Eurozone and China’s consumer price inflation as well as a tool to derive central

bank rate expectations based on OIS rates

• Led a 4 person team and briefed the Executive Board and Head of Treasury on market performance
whenever the group head was absent

• Pitched investment ideas to the proprietary trading desks on debt instruments such as OIS, Libor futures,
government bond futures, interest rate swaps and on foreign exchange rates such as Eur/Jpy and Eur/Gbp

• Monitored performance of pitched and executed investment ideas and took decisions about strategy
changes.

• Answered calls from clients inquiring about the team’s views about the macroeconomic and financial
markets performance

• Communicated with the Portuguese business press to comment on the central banks’ monetary policy
decisions and the financial markets performance



2005–2006 DELOITTE CONSULTING Lisbon, Portugal
Analyst



• Participated in projects of implementation and optimization of Shared Services Centers (support cross-
functional units) in top Portuguese companies within the manufacturing and airline industries

• Collect data and analyzed processes AS-IS in order to redesign them
• Led process reengineering initiatives, often involving resource optimization and hence requiring

management of sensitive situations

• Trained the client’s employees in new tasks during the implementation phase


Additional: • European Union Passport



• Languages: Portuguese (fluent), Spanish (fluent) and English (fluent)
• Hobbies: travelling (5 one-month backpacking trips in the past 7 years: Argentina, Chile and Uruguay;

China; Bolivia, Peru and Ecuador; Costa Rica and Panama; Australia), bodyboard, jogging and music

Page 7

SVEN KARLSSON
99 John Street, Apt. 1703

New York, NY 10038
Tel: 401-447-1809

E-mail: [email protected]


Education: NEW YORK UNIVERSITY New York, NY
Leonard N. Stern School of Business
Master of Business Administration, May 2012
Specialization in Finance
• Executive Vice President: Association of Investment Management and Research
• Analyst for the Michael Price Student Investment Fund – Spring 2011
• Member: Stern Hedge Fund Association, Stern Private Equity Club, Graduate Finance Association
• Finalist – Cornell Stock Pitch Competition; Finalist – Stern Research Report Competition
CORNELL UNIVERSITY Ithaca, NY
College of Engineering
Bachelor of Science, Operations Research Engineering, May 2007
• Dean’s List 2005, 2006
• President, Alpha Delta Phi Fraternity
• Research Assistant, Johnson Business School – Focus on behavioral responses to marketing
Experience: J.P. MORGAN New York, NY and London, UK
2010 Assistant Vice President – Financial Institutions Segment
• Compiled and presented requests for $7B of additional credit lines with associated revenue of $30MM

• Developed strategic dialogues focused on Regulatory Reform and Risk Management to assist our sales force in speaking with our largest financial institutions clients on these subjects
2009 Officer – Financial Institutions Segment

• Completed comprehensive market sizing of all banks in Western Europe, worked closely with sales and product teams to estimate total annual spend, over $70 million in potential annual revenue to J.P. Morgan
2008 Senior Analyst – Internal Mergers & Acquisitions


• Created valuation and return analyses utilizing precedent transactions, market comparables and discounted

cash flow models, in order to determine bidding strategies and investment decisions. Resulted in the
successful acquisition of $100B of custodial assets from ANZ

• Developed valuation model for an internal business Measurisk; ultimately led to a successful sale to MSCI


• Focused on understanding the profit drivers and trends of various TSS related businesses to estimate the

future performance of both potential targets and internal products; these views drove valuations used for
acquisitions and divestitures on behalf of J.P. Morgan

• Collaborated with private equity funds to value privately held financial institutions in emerging markets

• Developed Global Custody M&A Strategy, a comprehensive in depth study which prioritized 30 acquisition targets across five continents to prepare for future deal activity
2007 Analyst – Strategy and Product Development

• Helped develop method to quantify the Treasury Services competitive position globally by working closely with colleagues in Sao Paolo, London, and Hong Kong for several months

• Performed quantitative analysis on more than 350 firms in the US Healthcare Insurer market and identified 22 high priority sales targets for a new TSS product

• Produced and presented a sales strategy to senior management for a new product targeted at healthcare insurers; worked closely with the sales team to quantify the opportunity and develop a launch strategy
Summer 2006 UBS New York, NY
Summer Analyst – Wealth Management for Ultra High Net Worth Individuals
• Compiled research and responded to investor requests while working closely with a Senior Vice President
• Performed options sensitivity analyses of client portfolios to estimate impact of future market volatility
Additional: • CFA: Completed CFA curriculum in less than 2 years, eligible for CFA charter with required experience
• Languages: Swedish (conversational), lived in Sweden for 2 years (1989-90 & 1998-99)
• Member of Young Professionals Board for Breakthrough New York
• Eagle Scout (2003)
• Interests include: Hiking, Skiing, Guitar, Scuba Diving, Reading, Cooking

Page 11

JEFF SCHWARTZ, CFA
43 Apple Tree Drive, Stamford, CT 06906

Tel: 203-355-0663
E-mail: [email protected]


Education: NEW YORK UNIVERSITY New York, NY
Leonard N. Stern School of Business
Master of Business Administration, May 2011
Specializations in Financial Instruments & Markets, Corporate Finance, and Quantitative Finance
Designated a Stern Scholar and awarded the Pandolfo & Quigley Scholarship (both for academic distinction)
Chairman, Judicial Council
Vice President of Finance, Association of Investment Management & Research
Equity Analyst, Vice President of Portfolio Analytics, and Senior Trader, Michael Price Student Investment Fund

Leonard N. Stern School of Business New York, NY
Bachelor of Science, cum laude, Finance and Accounting, January 2000

Experience: ROOSEVELT INVESTMENTS ($5 billion in assets under management) New York, NY
Summer Summer Securities Analyst
2010 Conducted extensive research on the theme of cloud computing and its potential impact on equity investment returns

Performed discounted cash flow and comparable company analyses to value potential investments
Presented findings to the Investment Committee to familiarize them with cloud computing and to propose additions to

the investment portfolio

2003-2009 TRAIGER & HINCKLEY LLP New York, NY
Director of Analytics
Led six person team responsible for quantitatively analyzing the loans and investments of Fortune 500 financial

institutions for compliance with fair lending laws; presented results and recommendations to clients’ executives
Increased profits five-fold and tripled revenues over four years by propelling group’s expertise to the industry’s

forefront, enhancing employee training, improving service quality and scope, and introducing new clients
Founded and headed the firm’s practice areas evaluating the risks and returns of community development investments

and advising clients on obtaining and deploying New Markets Tax Credits
2002-2003 Manager of Analytics
Oversaw the formulation of customized regression models to check client data for lending discrimination and directed

studies providing clients with targets for achieving their desired Community Reinvestment Act (CRA) ratings
Obtained an $85 million New Markets Tax Credit allocation for a major bank

2001-2002 CAPITAL ONE (formerly GreenPoint Bank) New York, NY
Consultant
Evaluated and recommended private equity, insurance, and tax credit investments to executives and/or the Board

2000-2001 J.P. MORGAN New York, NY
Analyst, Emerging Debt Capital Markets
Modeled factors related to bond tenders, exchanges, and new issuances (including net present value, cash flow, and

debt capacity) to analyze potential liability management transactions
Analyzed indentures for the consequences of covenants and assisted in pricing new bonds
Wrote proposals to pitch deals and update sovereign and corporate clients on market and economic events and trends

1998-2000 CAPITAL ONE (formerly GreenPoint Bank) (part-time) New York, NY
Analyst, Tax, Compliance, and Operations Departments
Evaluated loans and investments possessing a community development purpose, reported to regulators on CRA

compliance, and maintained “outstanding” CRA rating
Managed three employees in writing the content and designing the flow of the online bank’s website
Wrote the Village Green community newsletter (circulation: 7,500)

1993-2000 INDEPENDENT INVESTMENT ADVISOR (part-time) Brooklyn, NY
Valued equities, wrote proprietary research reports, and provided clients with specific entry/exit points

Additional: Certifications: Chartered Financial Analyst (‘04), Financial Risk Manager (’05), Series 7/63 (’00, Inactive)
Interests include investing, writing and reading nonfiction, water sports, cycling, and traveling

Page 12

DAVID UMBRO, CFA
162 East 33rd Street, Apartment 2E

New York, NY 10016
Tel: 781-962-2160

E-mail: [email protected]


Education: NEW YORK UNIVERSITY New York, NY
Leonard N. Stern School of Business
Master of Business Administration, May 2012
Specialization in Finance
AVP of Buy-Side Recruiting in the Association of Investment Management & Research
Selected to the Michael Price Student Investment Fund: Small Cap Fund


NYU Stern Team: Finalist in the 2010 MBA Stock Pitch Competition at Cornell University
NYU Stern Research Report Competition: 2nd Place


BOSTON COLLEGE Chestnut Hill, MA
Wallace E. Carroll School of Management
Bachelor of Science, Management: Finance, Accounting, May 2005
Member of the Investment Club and Accounting Academy

Experience: FERNWOOD ADVISORS, INC. Boston, MA
Fernwood Advisors is a family investment office committed to equity and alternative investing
2009-2010 Director of Research


Conducted extensive fundamental investment research across all industry groups within the equity asset

class using DCF, comparable companies, and precedent transactions valuation methods
Collaboratively managed taxable and tax-exempt investment portfolios with the portfolio manager


Granted discretionary trading authority by the portfolio manager on 80 portfolios under management,

applying various investment strategies across the accounts


Generated and pitched investment trading ideas weekly to the portfolio manager, supported by in-depth

company analyses and industry assessments


Covered large and mid-cap equities within the Energy Sector for team of 10 portfolio managers at Boston

Family Office through an investment research sharing agreement


Oversaw due diligence for potential investments, including meeting with investment managers

specializing in alternative asset classes such as Private Equity and Venture Capital

2005-2008 Financial Analyst


Performed valuation and sensitivity analyses of US large and mid-cap equities using DCF, comparable

companies, and precedent transactions methods


Managed a five person team that developed and monitored the strategic asset allocation for the policy

portfolio


Executed multiple projects simultaneously, anticipated and resolved needs of the portfolio manager and

developed new investment ideas for both individual and policy portfolios
Led client meetings, covering market reviews and portfolio performance and attribution


Improved investment performance tracking efficiency across all subscribed asset classes through the

development of integrated models


Converted over 20 years of investment performance calculations from an internal rate of return

measurement to a time-weighted return basis, allocating the data across 80 managed portfolios

Summer 2004 PRICEWATERHOUSECOOPERS Boston, MA
Intern in Tax Services


Supported senior staff and managers who advised firms in the Financial Services industry on the US tax

implications of their domestic operations
Analyzed and prepared corporate tax returns

Additional: CFA Charterholder, CFA Institute
Member of The Boston Security Analysts Society, Inc.
Member of the Stern Golf Club
Boston Cares Project Leader, 2009-2010
Interests include snowboarding, white water rafting, and paintballing

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