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Barrett William Gold Phone 214.228.7762 • E-mail [email protected] 361 East Clayton Street, Apartment 201 • Athens, GA 30601 EDUCATION AND STUDY ABROAD The University of Georgia, Honors Program Athens, GA Aug. 2009 - May 2013 Bachelor of Business Administration in Banking and Finance GPA: 3.6/4.0 SAT: 1440/1600 (math 780/800; verbal 660/800) Bank of America Scholar, Leonard Leadership Scholar, Michael F. and Mary E. Adams Study Abroad Scholar, J.J. Pearce Scholar Athlete of the Year, Texas 4A Academic All State Football Team (scholarships total over $20,000) Certificate in Personal and Organizational Leadership Birthright Israel, Start-up Nation Tour Israel Winter 2012 Studied the unique start-up culture of Israel by travelling across the country, interviewing several high-tech start-up companies and their founders and pitching start-up ideas to venture capitalists UGA Global Programs in Sustainability Fiji/Australia Summer 2011 Studied the effects of the industrialized world on the environment and the commercial strategies being implemented to preserve and reverse the damages FINANCIAL AND ANALYTICAL EXPERIENCE JP Morgan Chase & Co., Real Estate Coverage Summer Analyst New York, NY Summer 2012 Investment banking coverage and execution for real estate industry with particular emphasis on mergers and acquisitions, special situations, and corporate strategy Selected Transaction Experience: o Potential $1.3 billion sale of non-traded REIT Prepared valuation using public company comparables, precedent transactions, and NAV analysis Participated in numerous deal-oriented calls and meetings with internal deal team and senior management teams Gained transaction and valuation experience, including DCF analysis, LBO modeling, and comparable company analysis through simulated training program Georgia Oak Partners, Private Equity Summer Analyst Atlanta, GA Summer 2011 Compiled one-page deal summaries on prospective middle-market acquisition candidates utilizing SWOT analysis, Capital IQ sector research, news and media releases, and company websites Executed industry research, by reviewing comparable company 10-K reports, listening to relevant quarterly earnings calls, and summarizing various industry research reports River Capital, Private Equity Summer Analyst Atlanta, GA Summer 2010 Reviewed CIMs and performed basic due diligence for selected companies, making recommendations to Senior Associate and Vice President on findings Morgan Stanley Smith Barney, Private Wealth Management Intern Dallas, TX Spring 2009 Prepared market reports to support Financial Advisor’s decision making and asset allocations LEADERSHIP ACTIVITIES Leonard Leadership Scholars Program, Leonard Scholar Athens, GA Aug. 2011 - Present Participated in personalized leadership training through innovative courses, enriching extra-curricular activities, and community service work with Classic City High School Corsair Society, Member Athens, GA Sept. 2010 - Present First sophomore selected as 1 of 11 finance majors to participate in an investment banking organization promoting professional development through industry discussion, mentoring, and furthering of finance and accounting knowledge Completed DealMaven and Wall Street Prep Financial Analysis Training Program to improve skills in valuation, financial statement analysis, and financial modeling with Excel Student Managed Investment Fund, Sector Leader Athens, GA Aug. 2010 - May 2011 Led consumer staples sector team in research, pitch preparation, and presentations to thirty-person investment management group Researched and evaluated investment opportunities using DCF modeling, relative value, and macroeconomic analysis Alpha Epsilon Pi Fraternity, Treasurer Athens, GA Aug. 2009 - Present Identified and eliminated $30,000 (10% of budget) of unnecessary spending in the fraternity meal plan and formulated option USG Social Business and Microcredit Forum, UGA Representative Atlanta, GA Aug. 2011 - Dec. 2011 Represented the University of Georgia at a social business plan competition sponsored by 2006 Nobel Peace Prize Winner Muhammed Yunus and Georgia Governor Nathan Deal for all of the University System of Georgia Schools CURO, Global Healthcare System Analysis Athens, GA Aug. 2009 - Dec.2009 Compared different healthcare systems around the world to the US healthcare and presented at the CURO Symposium Interests: Dallas Sports Teams, Mad Men, Paleo Diet, Game of Thrones

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Page 1: Barrett Gold Resume

Barrett William Gold Phone 214.228.7762 • E-mail [email protected]

361 East Clayton Street, Apartment 201 • Athens, GA 30601

EDUCATION AND STUDY ABROAD

The University of Georgia, Honors Program Athens, GA Aug. 2009 - May 2013

Bachelor of Business Administration in Banking and Finance GPA: 3.6/4.0 SAT: 1440/1600 (math 780/800; verbal 660/800)

Bank of America Scholar, Leonard Leadership Scholar, Michael F. and Mary E. Adams Study Abroad Scholar, J.J. Pearce Scholar Athlete

of the Year, Texas 4A Academic All State Football Team (scholarships total over $20,000) Certificate in Personal and Organizational Leadership

Birthright Israel, Start-up Nation Tour Israel Winter 2012 Studied the unique start-up culture of Israel by travelling across the country, interviewing several high-tech start-up companies and their

founders and pitching start-up ideas to venture capitalists

UGA Global Programs in Sustainability Fiji/Australia Summer 2011

Studied the effects of the industrialized world on the environment and the commercial strategies being implemented to preserve and reverse the damages

FINANCIAL AND ANALYTICAL EXPERIENCE

JP Morgan Chase & Co., Real Estate Coverage Summer Analyst New York, NY Summer 2012 Investment banking coverage and execution for real estate industry with particular emphasis on mergers and acquisitions, special

situations, and corporate strategy

Selected Transaction Experience: o Potential $1.3 billion sale of non-traded REIT

Prepared valuation using public company comparables, precedent transactions, and NAV analysis Participated in numerous deal-oriented calls and meetings with internal deal team and senior management teams

Gained transaction and valuation experience, including DCF analysis, LBO modeling, and comparable company analysis through

simulated training program

Georgia Oak Partners, Private Equity Summer Analyst Atlanta, GA Summer 2011 Worked in the Global Communications and Media Industry Group and developed a financial modelling and valuation skill set

Compiled one-page deal summaries on prospective middle-market acquisition candidates utilizing SWOT analysis, Capital IQ sector research, news and media releases, and company websites

Executed industry research, by reviewing comparable company 10-K reports, listening to relevant quarterly earnings calls, and summarizing various industry research reports

River Capital, Private Equity Summer Analyst Atlanta, GA Summer 2010

Reviewed CIMs and performed basic due diligence for selected companies, making recommendations to Senior Associate and Vice

President on findings

Morgan Stanley Smith Barney, Private Wealth Management Intern Dallas, TX Spring 2009

Prepared market reports to support Financial Advisor’s decision making and asset allocations

LEADERSHIP ACTIVITIES Leonard Leadership Scholars Program, Leonard Scholar Athens, GA Aug. 2011 - Present

Participated in personalized leadership training through innovative courses, enriching extra-curricular activities, and community service

work with Classic City High School

Corsair Society, Member Athens, GA Sept. 2010 - Present

First sophomore selected as 1 of 11 finance majors to participate in an investment banking organization promoting professional development through industry discussion, mentoring, and furthering of finance and accounting knowledge

Completed DealMaven and Wall Street Prep Financial Analysis Training Program to improve skills in valuation, financial statement analysis, and financial modeling with Excel

Student Managed Investment Fund, Sector Leader Athens, GA Aug. 2010 - May 2011

Led consumer staples sector team in research, pitch preparation, and presentations to thirty-person investment management group

Researched and evaluated investment opportunities using DCF modeling, relative value, and macroeconomic analysis

Alpha Epsilon Pi Fraternity, Treasurer Athens, GA Aug. 2009 - Present

Identified and eliminated $30,000 (10% of budget) of unnecessary spending in the fraternity meal plan and formulated option

USG Social Business and Microcredit Forum, UGA Representative Atlanta, GA Aug. 2011 - Dec. 2011

Represented the University of Georgia at a social business plan competition sponsored by 2006 Nobel Peace Prize Winner Muhammed

Yunus and Georgia Governor Nathan Deal for all of the University System of Georgia Schools

CURO, Global Healthcare System Analysis Athens, GA Aug. 2009 - Dec.2009

Compared different healthcare systems around the world to the US healthcare and presented at the CURO Symposium

Interests: Dallas Sports Teams, Mad Men, Paleo Diet, Game of Thrones