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The Wharton School / Resume Books: Class of 2018 - 1st Year: Energy
i
Resume Packet
NO. STUDENT GRAD DATE
1 Alexander, Matthew May 2018
2 Allan, John May 2018
3 Baronchelli, Samuele May 2018
4 Barruol, Sebastien May 2018
5 Chimezie, Emmanuel May 2018
6 Connors, Kevin May 2018
7 Desai, Sasi May 2018
8 Douglin, Richard May 2018
9 Elsner, Gabriel May 2018
10 Faherty, Daniel May 2018
11 Goel, Manvi May 2018
12 Heis, Lauren May 2018
13 Henkel Ferronato, Jefferson May 2018
14 Johnson, David May 2018
15 Kabra, Upadhi May 2018
16 Kanchan, Natasha May 2018
17 Kim, Jaywon May 2018
18 Kondo, Amy May 2018
19 Lanthemann, Marc May 2018
20 Lavado, Fernando May 2018
21 Maas, Natasha May 2018
22 Mantravadi, Suhrid May 2018
23 Nair, Binu May 2018
24 Nguyen, Cuong May 2018
25 Nnama, Akwugo May 2018
26 Patel, Abhishek May 2018
27 Phelan, Matthew May 2018
28 Pritchett, Wesley May 2018
29 Rathjen, Jeremy May 2018
30 Roeter, Kyle May 2018
1 / 2
The Wharton School / Resume Books: Class of 2018 - 1st Year: Energy
ii
NO. STUDENT GRAD DATE
31 SenGupta, Neal May 2018
32 Signorelli, Bruno May 2018
33 Simmons, Mark May 2018
34 Sobel, David May 2018
35 Sopher, Peter May 2018
36 Stolpman, Eric May 2018
37 Tewari, Manglam May 2018
2 / 2
MATT ALEXANDER 635 Pine Street
Philadelphia, PA 19106
214-542-5819
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Master of International Studies Candidate; Concentration in Europe, German
Philadelphia, PA
2016-2018
Board Member of Wharton Politics and Public Policy Club; Member of Wharton’s Consulting, Energy and Rowing Clubs
GMAT score of 730 (42 Verbal, 48 Quantitative), 96th Percentile
WESLEYAN UNIVESITY
Bachelor of Arts in German Studies
Middletown, CT
2008-2012
Graduated Phi Beta Kappa with High Honors. Two-time recipient of the Blankenagel Prize for outstanding work in German Studies.
Gold Medalist, Third Varsity Boat (3V), Eastern College Athletic Conference Rowing Championships. Silver Medalist, 3V, New England Rowing Championships.
Named to 2012 All-Academic Team, New England Small College Athletic Conference.
UNIVERSITAET REGENSBURG Regensburg, Germany
Exchange Student 2011
EXPERIENCE
TEXAS LEGISLATURE—THE OFFICE OF SENATOR TROY FRASER
Policy Analyst
Austin, TX
2014-2016
Developed expertise in healthcare, transportation, criminal justice, and veterans’ affairs policies; made recommendations to the
Senator on over 700 pieces of legislation. Crafted press releases and statements distributed to local, state and national media.
Worked alongside major industry players including Baylor, Scott and White Hospital and DOW Chemical to gain support for key
legislation.
Chosen to work directly with the Senator in his role as member of the Senate Transportation Committee. Researched and prepared detailed legislative, fiscal, and political analyses on 120+ transportation bills.
Prepared Senate legislative packages that brought $60M in federal funding assistance to hospitals in Bell County, Texas and awarded Texas Purple Heart Medal to victims of 2009 Fort Hood shooting.
Advised constituents throughout the legislative process to raise awareness for Cytomegalovirus (CMV) infection testing for infants in Texas hospitals.
BOYS AND GIRLS CLUB OF AUSTIN
Youth Development Professional at Volma Overton Early College Prep
Austin, TX
2013-2014
Led after school enrichment classes in math, science and literature to elementary school children.
FULBRIGHT FELLOWSHIP
English Teaching Assistant
Leipzig, Germany
2012-2013
Awarded competitive Fulbright fellowship; only 33% of applicants accepted for German program.
Prepared 90-minute presentations on American history, politics, and culture, and presented to pre-professional and high school students. Worked with 40 students from nine countries to improve their business English.
DELINE PICTURES Los Angeles, CA
Script Coverage Intern 2012
Evaluated feature-length scripts, TV pilots and other media projects for potential production and box-office value. .
ADDITIONAL INFORMATION
Interests: Hiking, camping, rowing and biking.
Languages: Fluent in German.
JOHN OGANDO DOS SANTOS ALLAN, P.E. 619 Schuylkill Ave
Philadelphia, PA 19146 760-889-3991
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA MBA Candidate; Double Major in Real Estate, and Environmental and Risk Management
Philadelphia, PA 2016-2018
Awarded Claude Marion Fellowship for outstanding academic, and professional accomplishments, character, integrity and leadership, as well as potential for future distinguished achievement and community contributions
Consulting Club, Real Estate Club, Welcome Committee, Student Life Representative GMAT: 760 (Quantitative 50, Verbal 42)
CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO BSc in Mechanical Engineering
San Luis Obispo, CA 2005-2010
Awarded Grant M. Brown Memorial Scholarship, for exceptional students pursuing a career in HVAC / Solar industry. ASHRAE Club, Engineers without Borders, Freshman Orientation Team Leader, Wheelmen cycling team member, Triathlon
team cycling coach.
EXPERIENCE
AFFILIATED ENGINEERS, INC. Mechanical Engineer II
San Francisco, CA
2013-2016
Headed engineering design teams for projects that delivered energy efficiency and greenhouse gas reduction. Designed healthcare, laboratories, and educational facilities for clients such as Stanford University, SLAC National
Accelerator Laboratory, Genentech, Bayer, and Baxter International. Managed projects worth up to $600K, and led engineering teams for larger projects worth up to $1.5M. Developed proposals,
worked with clients, and oversaw budgets. Partnered with local utilities; interfaced with third parties such as contractors, real estate developers, and architecture and design firms.
Key Project: Led team for Genentech utility plant retrofit on 800,000 sq. ft. biotech campus, removing all greenhouse gas and ozone-depleting refrigerants; reducing campus cooling use, and associated energy cost, by 66%.
ENOVITY, INC. Lead Project Engineer (2010-2013), Project Engineer (2010)
San Francisco, CA
2010-2013
Developed and led custom energy efficiency projects for commercial facilities. Led the firm in energy savings, finding 14 million kWh in projected annual savings in 2011, or approximately $1.2M in energy cost savings.
Partnered with utilities, government agencies, and private firms on energy consulting services. Developed custom energy efficiency recommendations, specifications, cost analyses, savings estimates, and life-cycle financial analyses.
Key Project: Led $1.5M Mather Hospital retrofit, resulting in $200K annual energy savings which became concept design adopted for energy savings projects at Veterans Affairs hospitals throughout California.
Earned promotion to Lead Project Engineer in only six months based on exceptional performance as a supporting engineer. DMGN, INC. Intern – HVAC Engineering
San Francisco, CA
2010
Identified potential clients and projects for sales of custom HVAC equipment for multi-million dollar commercial green building projects, and designed the custom equipment for these projects.
Developed custom energy analysis algorithms illustrating payback, and energy savings, of custom HVAC equipment. Supported sales staff, through project tracking, identifying likely competitors, and meeting with potential clients.
ADDITIONAL INFORMATION
Certifications: Licensed Professional Mechanical Engineer, LEED AP (Leadership in Energy & Environmental Design) Professional Organizations: Member of U.S. Green Building Council, member of Society of Hispanic Professional
Engineers, member of ASHRAE (American Society of Heating and Refrigeration Engineers) Languages: Native speaker of Portuguese, conversational Spanish, limited French. Interests: Restoring classic motorcycles, flyfishing, carpentry, managing family owned sustainable timber ranch.
SAMUELE BARONCHELLI 317 South 17th Street, Apt 1F, Philadelphia, PA 19103
+1-267-437-6517 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2016-2018
Member of Wharton’s Finance Club, Europa Club, Public Speaking Club and Soccer Club
GMAT: 760 (99th percentile)
POLYTECHNIC OF MILAN
Master of Science in Nuclear Engineering
Milan, Italy
2010-2013
Graduated with 110/110 Cum Laude
Developed mathematical and statistical tools to model safety in nuclear power plants
Co-authored 4 papers on statistical modeling of safety and reliability in nuclear power plants, published on international journals and presented at an international conference
Visiting Research Student at City University of Hong Kong for 3 months
POLYTECHNIC OF MILAN
Bachelor of Science in Physics Engineering
Milan, Italy
2007-2010
Graduated with 110/110
Relevant coursework on Engineering, Applied Science, Mathematics, Physics, Electronics and Statistics
Internship at the Italian Institute of Technology (IIT) to develop organic solar cells
EXPERIENCE
BOOZ & COMPANY / PWC STRATEGY&
Associate
Consultant
Milan, Italy
2014-2016
2013-2014
Responsible for managing and delivering project workstreams, collecting qualitative and quantitative data, and for structuring, and performing detailed analysis
Prepared proposals for 10+ industrial and energy clients that led to $3+mn projects
Developed recommendations and presented results to client senior management
Mentored new hires and led teams with 2 or 3 junior resources
Participated in recruiting activities at university events and conducted interviews for junior positions
Selected project experience:
Credit and Financing process improvement for a leading European utility (revenues $10bn): reduced ratio of overdue account receivables over revenues by 25%; released cash ($500mn) with direct impact on the P&L during the same fiscal
year; defined a new operating model to lower costs while improving effectiveness
Efficiency improvement of Contracts & Procurement dept for an Oil & Gas JV in Kazakhstan ($17bn investments): designed a new operating model, including set of KPIs and reporting structure; defined new end-to-end process endorsed by
top management; reduced purchase requisitions’ backlog (-23%) and average lead time for contract awarding (-8%), while
increasing average contract value (+10%)
Design of a Shared Services organization (revenues $1.1bn) for a major automotive company (revenues $100+bn): defined corporate structure, including analysis of tax and mark-up implications; modeled future financial statements and cash
requirements ($275mn) of each legal entity; defined dividend payments for an existing legal entity to minimize
capitalization; drafted contractual attachment and implementation road map for the new organization
5-year Strategic Plan for an automotive components manufacturer (revenues $800mn): identified addressable market for client’s products (shock absorbers and brake components); analyzed main competitors for each product, segment and
region, in term of dimensions, strengths and applications; prepared account plan for key customers and consolidated sales
projections (7% CAGR on 5 years); preliminary assessment of a target company (revenues $80mn) for acquisition
Other relevant projects: organization and governance review for a railway company in the Middle East; Sales & Marketing process improvement for a leading Italian utility
ADDITIONAL INFORMATION
Interests: Mountain hiking and trekking; cycling; reading; traveling and visiting art museums in 20 countries
Community: Elected in 2011 as town councilor in my hometown and received the remit for budget and taxes; member of Mentors4U (mentored undergraduate students to support academic and professional development)
Languages: Native Italian, basic German (Zertifikat Deutsch: B)
SEBASTIEN BARRUOL 2101 Chestnut St. #1611 | Philadelphia, PA 19103 | 856-316-9274 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Master of International Studies Candidate
Philadelphia, PA
2016-2018
GMAT: 730 (96th percentile); Member of Wharton’s Finance, Energy, Wine and Boxing Clubs
MCCORMICK SCHOOL OF ENGINEERING, NORTHWESTERN UNIVERSITY
Master of Science in Transportation Planning
Evanston, IL
2010-2011
Member of Northwestern’s Intercultural Explorers Program and Soccer Club
ECOLE SPECIALE DES TRAVAUX PUBLICS (ESTP)
Bachelor of Science & Master of Science in Civil Engineering
Paris, France
2005-2010
Research Assistant for the French Ministry of Energy: evaluated government’s policies on environmentally friendly construction, proposed 12 Key Performance Indicators and designed communication material on new regulations
Vice President of Start ETP (tutoring for high school students); Member of the Hiking and Team Handball Clubs
Volunteered on school construction project in Burkina Faso with the Hilap ETP student aid organization
EXPERIENCE
SYSTRA (Infrastructure engineering firm, $600M revenue, 5,000 employees)
Project Manager
Singapore
2014-2016
Directed traffic engineering feasibility study for Jurong Region Mass Rapid Transit line (>$5B construction cost) in Singapore, coordinated relations with the Land Transport Authority; completed project with 75% of allocated budget
Analyzed potential operations improvements at Marina Bay Cruise Center, presented recommendations to Singapore Tourism Board Deputy CEO; resulted in facilities upgrades facilitating 100% increase in cruise passengers in 10 years
Modelled revenue and forecasted ridership for airport express rail service project reducing travel time from Singapore Changi Airport to city center by 1/3; informed investment decision of more than $2B from Ministry of Transport
Led traffic management team (5 people) on design of North South Expressway ($8B construction cost), implemented quality control and review procedures; improved efficiency of technical staff by 25%
Designed new industrial city comprising a 60,000-employee Special Economic Zone managed by Tata Steel in the State of Odisha, India; plan also incorporated housing, retail, government, education, health and public transportation services
Collaborated with engineering firms and contractors to design 6 multi-story bus depot and maintenance facilities across Singapore worth $50M each, to support government plan of expanding the bus system and doubling bus fleet nationwide
Partnered with architecture firms (DP Architects, Jean Nouvel, Surbana) participating in international competitions for the design of new metro stations in Singapore and Malaysia, acting as the transportation engineering expert
EGIS (Infrastructure engineering firm, $1B revenue, 12,000 employees)
Project Engineer / Business Developer
Doha, Qatar
2012-2014
Opened the company’s Middle East headquarters in Doha, gaining 3 new major government clients (Ashghal: Public Works Authority; Qatar Rail; Kahramaa: Utilities Agency) and growing workforce from 2 to 150 employees in 2 years
Secured $250M of contracts for infrastructure design services on Doha Expressways Program and Doha Metro
Supervised 4 contractors on $1.1B Al Rayyan expressway construction project to ensure safety and efficiency of operations
Conducted technical audit within team of 10 engineering and procurement experts to establish responsibilities for 6-year delay and $9B cost overrun on the construction of the Hamad International Airport in Doha ($17B final cost)
Advised the Jeddah Metro Company in Saudi Arabia on procurement strategy for developing a new $12B integrated transportation system comprising 4 metro lines, 3 light rail transit lines, 1 tram, buses and water taxis
Implemented document management procedures for 100 highway design engineers and technicians in Doha office
ADDITIONAL INFORMATION
Interests: Hiking (recent hikes in Corsica, New Zealand, Bulgaria), boxing (member of Wharton’s boxing club), team handball (played in U19 French national championship), international travel (35+ countries), wine and cuisine (family owns
a wine estate in southern France)
Languages: French (native), Spanish (intermediate)
EMMANUEL CHIMEZIE 2028 Rittenhouse Square, #202 Philadelphia, PA 1903
404-834-6618 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Entrepreneurial Management
Philadelphia, PA
2016-2018
Activities: Wharton Consulting Club, AAMBAA, WASA, Basketball Club
Honors and Scholarships: Wharton Fellowship Recipient
SCHOOL OF ENGINEERING AND APPLIED SCIENCES, UNIVERSITY OF PENNSYLVANIA
Master of Computer Information Technology Candidate
Philadelphia, PA
2016-2018
Activities: Technology Club
UNIVERSITY OF GEORGIA
Bachelor of Science, Mathematics; Bachelor of Business Administration, Economics
Athens, GA
2008-2012
Activities: Terry Student Consulting, Mathematics Club, Math Counts Tutor
Honors and Scholarships: Graduated cum laude, John G. Hollingsworth Award, Hope Scholarship, Dean's List
EXPERIENCE
IROKO PARTNERS, INC – One of Nigeria’s largest internet and entertainment companies
Pre-MBA Intern, Product Management
New York, NY
Summer 2016
Reactivated 1,804 of 25,667 churned customers by evaluating behavioral and demographic data to send customized email campaigns through MailChimp.
Negotiated $7,000 annual savings for business intelligence software and steer testing, implementation, and management of A/B testing methodologies across several vendors.
VITAMIN C, LLC
Product Strategy Lead
Atlanta, Georgia
2015-2016
Increased patient recruitment effectiveness from 7% to 18% for an annual wellness visit provider by using patient engagement data to refine patient marketing campaign.
Reduced monthly outstanding balances by $2,500 for a private practice physician by leveraging automated phone call system to increase patient awareness of balances due.
Managed client accounts worth $72K annually by engaging potential clients, identifying funding sources (private and governmental), and creating investment materials.
Secured Vitamin C’s election to represent state of Georgia (one of two startups selected) at largest national healthcare Conference (HIMSS 2016) in Las Vegas, NV.
FTI CONSULTING, INC – Business advisory firm specializing in corporate finance and restructuring,
economic consulting, forensic and litigation consulting, and strategic communication
Consultant
Atlanta, GA
2013-2015
Prepared 3-statement financial forecast to guide $2B acquisition of a private nonprofit health system by a major religious nonprofit health system, investigating synergies of combined entities.
Identified $20M in financial and performance cost-saving improvements for a large trust based in the United Kingdom by reviewing key metrics such as bed-days and required full time equivalents.
Led a team of nine in document review for a Medicaid fraud case – managed daily operations of team, created review protocol, and worked with programmers to develop Oracle Apex review tool.
Supported forensic accounting in a post-acquisition dispute ($1.1B, $255M settlement) through asset tracing, capitalization testing, database maintenance, analysis of uncompensated care, and expert report preparation.
ADDITIONAL INFORMATION
Community and Leadership: Management Leadership for Tomorrow, Children’s Restoration Network, My Startup Sherpa
Interests: Writing (short fiction, essays), basketball, technology, Seinfeld, The Wire
KEVIN ANDREW CONNORS 1600 Chestnut Street, Unit 606, Philadelphia, PA 19103 | 484-566-2100 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2016-2018
Member of Finance, Public Speaking, Basketball, GUIDE Undergraduate Mentoring, and Food clubs
GMAT: 750 (98th percentile)
SAINT JOSEPH’S UNIVERSITY
Double Major B.S. in Finance, B.A. in Economics (Summa cum Laude; GPA: 3.9)
Philadelphia, PA; Beijing, China
2005-2009
Studied abroad in Beijing, China for two semesters, creating and leading an English training program for 80 migrant workers
Merit-based tuition scholarship recipient; varsity rower and 2006 Dad Vail Regatta gold medalist
EXPERIENCE
COMMONWEALTH COMPUTER RECYCLING
Co-owner, Responsible for Business Development
Philadelphia, PA
2015-2016
Identified turnaround opportunity, negotiated with owner, and purchased 50% of distressed electronics recycling company
Improved monthly cash flows from negative $10K to positive $20K per month by renegotiating debt repayment schedule, revising working capital terms, and growing monthly revenues from $50K to $110K
Pitched successful debt raising and equity sale of $1M in aggregate; worked with legal advisors (Cozen O’Connor) and negotiated with investors to agree on valuation
L.E.K. CONSULTING
Consultant (top 10% of class)
Senior Associate Consultant (top of class, early promotion)
Associate Consultant (top 10% of class)
Associate (top 10% of class)
Singapore; Bangkok, Thailand; Boston, MA
2014-2015
2013-2014
2012-2013
2010-2012
Managed teams of three to eight associates across Asia Pacific on M&A due diligence, strategy, and implementation engagements; selected to assist Partner in opening Singapore office
Developed and oversaw internal training of all Southeast Asian associates, and led on-campus recruiting efforts for two years
Relevant project experience: - Developed revenue forecast model for private equity client investing $60M in distressed Indonesian rice manufacturer;
estimated future capex requirements for target, allowing client to revise down cash requirements by $7M
- Collaborated with management team of $1.7B private equity-backed fast food restaurant chain to identify revenue growth and margin expansion opportunities
- Built bottoms-up market sizing model for new construction material product and corresponding demand elasticity curves across five countries for manufacturer considering expansion into Asia
- Triangulated saturation point for the number of convenience stores in Malaysia, by state, over the next five years, providing private equity client a clear view on their potential target’s runway for growth
- Benchmarked operational efficiency and brand equity of Indonesia’s largest chicken feed businesses as part of due diligence for Asian sovereign wealth fund weighing an investment in one target versus a competing firm
- Led ten-person L.E.K. and client team to implement sales & marketing strategy for education client’s new $500M international school in Singapore, boosting enrollments by 140% in six months and leading to job offer from client
FULBRIGHT SCHOLARSHIP PROGRAM
Fulbright Scholar
Yilan City, Taiwan
2009-2010
Led English department policy development at two rural public schools, overseeing the education of 200 students; policies developed increased standardized test scores by 32%; built standalone educational program for special needs students
ADDITIONAL INFORMATION
Pre-MBA internship: Contracted by Hulu’s strategy and corporate development team to build multi-region NPV model for expansion opportunity and to develop pricing strategy for new cable TV product
Interests: Philadelphia 76ers, career mentoring for college students, and hiking (summited highest mountains in Taiwan, Thailand, and Malaysia; attempted to solo-summit 20,000-ft Island Peak in Himalaya)
Languages: Conversational Mandarin; basic proficiency in Thai
SASI DESAI 201 S 18
th St, Apt 2204, Philadelphia, PA 19103
213-219-3721 || [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2016-2018
Student Council: Career representative
CLAREMONT MCKENNA COLLEGE
Bachelor of Arts in Economics, and Mathematics
Claremont, CA
2008-2012
Student Council: Senate budgeting committee || Model United Nations: Head delegate & Vice-President
EXPERIENCE
THE BOSTON CONSULTING GROUP
Consultant (promoted from Associate in 2014)
Los Angeles, CA
2012-2016
Banking
Risk management – Top 5 global bank: Scoped & launched 15 projects, spanning 7 departments & 25+ stakeholders to establish a bank-wide program in under 2 months to comply with new regulation (with c-suite accountability)
Pricing – Top 3 US bank: Unlocked $150M in income through recommendation of enhanced transfer pricing methodology
Governance – Regional bank: Established guidelines for Board-Management communications after investigating gaps
Collateral management – Top 3 US bank: Identified 25% cost savings for business unit through collateral mix optimization
Operations – Wealth management: Identified $25M in annual savings through outsourcing in accounting department
Disruptive technology
Internet of things (IoT): Captured 30% savings on maintenance spend at oil & gas firm ($50M+ per rig) through industry first IoT strategy that orchestrated solution with 3 different firms across Technology, O&G and IT Services
3D printing: Identified $700M in revenue by developing unique business models to participate in untapped markets
Solar energy: Transformed $500M potential loss (stranded assets) to $50M opportunity at utility through strategic initiatives
Cloud services: Recommended against PE investment in firm after evaluating viability of their ‘cloud first’ model
Data-driven strategy
Automotive: Developed marketing strategy ($150M budget) through channel mix optimization & customer / geo targeting
Insurance: Identified 4 drivers, 5 markers of customer attrition and developed retention strategy for high priority customers
Forest products: Developed new investor relations strategy through interviews & statistical modelling of earnings multiples
Member of BCG’s analytics practice, and consistently selected trainer of choice for analytics training for new employees
Selected for BCG’s Big Data Analytics University; one of 30 students selected from 100+ applicants from BCG worldwide
RELATIONAL INVESTORS (now-defunct Hedge Fund (6BN AUM))
Consultant (promoted from Associate in 2014)
San Diego, CA
2011
Summer Associate: Built screening tools and models to identify and quantify attractiveness of investment opportunities
LEADERSHIP
Awards: Recipient of “Outstanding contribution award” in recognition of contribution to BCG above and beyond casework
Business @ School by BCG - Coach (2012-14), Lead Coordinator (2014-15)
Orchestrated team of 15+ BCG colleagues to set up, and run a program to teach business to high school students from low-income households. Program is structured around three business projects (set in the local community) run by students
BCG Recruiting - Team Member (2012), School Specialist (2013-14), Case Workshop Specialist (2014-15)
Increased share of associates from local colleges from ~25% of class to >50% by leading local case workshop sessions
As school specialist, increased school yield by 200% through introduction of new workshops & mentorship programs
BCG Learning & Development Team - Member of core L&D team (2013 – 15)
Designed and delivered customized training classes in analytics for new employees
Co-founder of and contributing author for BCG global newsletter “GuruTips” to share productivity tips & tricks
RICHARD H. DOUGLIN 619 Schuylkill Avenue, Philadelphia, LA 19146 | [email protected] | 281.793.4489
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Finance 2016-2018 • Fellowships: The Robert Toigo Foundation MBA Fellowship; Allison and Bennett Rosenthal Endowed Fellowship • Positions: Oilfield Services Panel Director – 2016 Wharton Energy Conference; Trek Co-Leader – Houston Energy Banking Trek • Member: The Welcome Committee, Energy Club, Finance Club, AAMBAA, Rugby Club, Soccer Club TEXAS A&M UNIVERSITY College Station, TX Master of Science, Electrical Engineering, GPA: 3.8 2009-2012 • Master’s Thesis: Protection of Electrical Power Systems with Renewable Generation • Fellowships: Pathways to the Doctorate Fellowship; Gulf Coast Power Association Scholarship • Positions: Co-Founder, Networking & Membership Chair – Texas A&M Energy Club PRAIRIE VIEW A&M UNIVERSITY Prairie View, TX Bachelor of Science, Electrical Engineering, GPA: 3.8, magna cum laude 2003-2007 • Scholarships: Presidential Academic Scholarship • Positions: Membership Intake Chair, Scholarship Pageant Coordinator – Alpha Phi Alpha Fraternity; National Society of Black
Engineers – Treasurer
EXPERIENCE EXXONMOBIL – BATON ROUGE POLYOLEFINS PLANT Baton Rouge, LA Reliability Engineer 2015-2016 • Led a team of disciplined engineers and process technicians to develop equipment strategies to achieve 95%-unit availability in lieu
of an environmental mandate to reduce overall plant hydrocarbon emissions • Analyzed 10+ years of plant equipment maintenance history to develop the plant’s first official equipment bad actor list • Provided leadership necessary to develop and implement plans to attain reliability and maintenance goals of business teams EXXONMOBIL – BATON ROUGE REFINERY Baton Rouge, LA Senior Electrical Engineer 2014-2015 • Managed all electrical operations, maintenance, and capital projects in distillation and specialties and operating services
departments of 4th largest refinery (~502,500 barrels per day) in the United States • Prevented shutdown of refinery’s largest crude distillation unit (~235,000 barrels per day) by analyzing an electrical issue and
issuing craft workforce with necessary information to implement solution, saving the refinery of possible losses of $936K/day • Implemented a novel project accounting for credits of $12M/year, to increase reliability of jet fuel treating process by 5% • Devised a creative and non-traditional solution by using power monitors, a proven pump monitoring technology, in tank mixing
applications to maintain product quality specifications of aviation fuel, equating to annual savings of $100K/year EXXONMOBIL – RESEARCH AND ENGINEERING Fairfax, VA Advanced Electrical Engineer 2012-2014 • Collaborated with business partners (site reps, project team, vendors, contractors) on a $3B capital project in Singapore, delivering
technically sound information to influence decisions • Developed and issued technical specifications for a $250M power system expansion project in Singapore and a $750M power
system expansion project in Canada • Improved overall success (+50%) of a highly visible project, over the course of two consecutive years, despite an increase in scope
and a reduced budget BLACK & VEATCH CORPORATION Houston, TX Electrical Engineer I 2008-2009 • Developed familiarity with new modeling software and modeled an electrical distribution system that provided client with a product
that met all required specifications and received recognition and salary increase for above expectation performance
ADDITIONAL INFORMATION • Management Leadership for Tomorrow (MLT), MLT Fellow • Interests, Sports (Soccer, Basketball, Cricket, Football), International and Domestic Travel
GABRIEL ELSNER 1530 Locust Street #13A
Philadelphia, PA 19102
310-738-3738
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance / Operations, Information & Decisions
Philadelphia, PA
2016 - 2018
Joseph Wharton Fellow: Recognized for outstanding academic and professional accomplishments, exceptional character, integrity, and leadership, as well as potential for future distinguished achievement and community contributions
Wharton Impact Investing Partners – Energy & Environment Associate: Manage sourcing, due diligence, and analysis on behalf of investors seeking opportunities to invest $500K to $1M in for-profit social enterprises
Wharton Energy Conference – Energy Innovation Panel Manager; Energy Club – Member; Entrepreneurship Club – Member
UNIVERSITY OF CALIFORNIA, BERKELEY
Bachelor of Arts with High Honors in Political Science
Berkeley, CA
2005 - 2009
Selected among top 40 Political Science students for Honors Seminar; Graduated with High Honors; Awarded Distinction in General Scholarship and Dean’s Honor List (top 4% of college)
Completed two theses: “Cap and Trade in Carbon Intensive Industries: A Case Study on the European Cement Steel Industries” and “Energy Security in Brazil and the United States: Lessons from Success and Failure After 1973 Oil Crisis”
Extracurricular Activities: Students for Barack Obama at UC Berkeley – Founder & Director; CALPIRG Students - State Board Vice Chair; Power Shift 2007 – Fundraising Chair: first national youth climate conference; 2007 UN Climate Change
Negotiations - Delegate; Robert T. Matsui Foundation – 2008 Congressional Fellow; Truman Scholarship – 2008 Finalist
EXPERIENCE
ENERGY AND POLICY INSTITUTE
Founder & Executive Director
Washington, DC
2011 - 2016
Defended state-level clean energy policies by providing strategy and intelligence to companies and allied organizations, resulting in approximately $3B in cleantech investment and deployment of over 4.8 gigawatts of clean energy
Managed operations, strategy, and 6 staff for startup pro-clean energy think tank; Executed development plan and raised over $2M from foundations and individuals
Initiated a strategy shift within top 20 environmental foundations to include opposition research and opposition management in climate change and clean energy advocacy work
Produced research reports countering opponents’ flawed economic research and analyzed clean energy policy fights in 27 states; President Obama cited our report in 2015 during remarks at the National Clean Energy Summit
TIGERCOMM
Director of Digital Strategy
Arlington, VA
2011 - 2013
Supervised 8 associates to implement marketing communications efforts for cleantech clients in 3 countries
Counseled clients on brand positioning and entry into new markets; Assisted client’s new product launch, resulting in 10% increase in stock value upon release; Planned public relations campaign for client’s East Coast expansion
Produced analysis to determine how our firm compared to top competitors; Rebranded the company’s value proposition and online strategy with executive team, increasing web traffic 41% in 6 months
CALIFORNIA STUDENT SUSTAINABILITY COALITION
Campaign Director
Los Angeles, CA
2010 - 2011
Organized get-out-the-vote campaign to defend California’s climate law; Recruited and supervised team of 35 campaigners on 17 college campuses; Campaign reached nearly 200,000 voters before election day
Built and mobilized executive team of 8; Trained 293 students from 46 schools in California at national youth climate change advocacy conference, Power Shift 2011
ADDITIONAL INFORMATION
Interests: Launched organization to improve neighborhood and build community, now with over 500 members; Coached
and served as Captain of Cal Alumni Soccer Team in Washington D.C.
Positions: Senior Fellow, Energy and Policy Institute; Board Member, Heartbeat Foundation
DANIEL J. FAHERTY 104 Governors Court, Philadelphia, PA 19146 | 862-268-6654 | [email protected]
EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
MBA Candidate; Major in Finance
Member of Wharton’s Veterans Club, Finance Club, Energy Club, Rugby Club
GMAT: 740 (97th Percentile)
Philadelphia, PA
2016-2018
UNITED STATES NAVAL ACADEMY
Bachelor of Science in Political Science with Merit, Major in Comparative Politics
Annapolis, MD
2005-2009
EXPERIENCE U.S. FLEET FORCES
Security Program Assistant Manager
Norfolk, VA
2015-2016
Developed and presented weekly briefs to a four-star Admiral, providing analysis of national security interests and operations, facilitating senior officer level decisions directly impacting employment and operation of approximately 118,000
Sailors and Marines, 186 ships and 1,300 aircraft encompassing the Atlantic Fleet
Hand-selected by senior officers from among 15 peers to manage a vital security program for a four-star Admiral, providing oversight for 8 subordinate organizations, including 110 personnel and associated equipment, achieving zero discrepancies
during most recent inspection, noted as best run program in the navy by certifying organization
Collaborated with national level intelligence organizations in several classified channels to produce 370 comprehensive daily intelligence products critical for commander’s decision making process regarding maritime security and homeland defense
Designed a training program for subordinate commands, first of its kind, commended as an example for the fleet
COMMANDER SUBMARINE FORCES ATLANTIC
Submarine Watch Officer
Norfolk, VA
2014-2015
Qualified in 20% less time than average in a vital role coordinating daily operations, movements and safety of 40 Atlantic Fleet submarines and 15,000 associated officers and crew, contributing to 6 successful deployments in support of national
security, advancing unit operational effectiveness by 15%
Orchestrated a multi-national exercise with the Peruvian navy, fostering international cooperation, and enhanced effective training for U.S assets against a prolific real-world target, a diesel submarine
Constructed and delivered daily briefs to a three-star Admiral regarding ongoing submarine operations
USS SCRANTON (SSN-756), NUCLEAR FAST ATTACK SUBMARINE
Quality Assurance Officer
Norfolk, VA
2011-2014
Ranked #1 of 12 junior officers aboard, hand-selected to fill a senior leadership role heading a team of 130 sailors directly responsible for strategic mission accomplishment, tactical sensor employment and safe operation of a 7,000-ton, $1.5 Billion
submarine in missions vital to national security while deployed to the Middle East
Developed and implemented a quality insurance training program qualifying 26 individuals, approximately a 35% increase, in pivotal maintenance roles, advancing overall ship knowledge and flexibility while deployed
Assistant Weapons Officer
Led a team of 35 sailors responsible for operation and maintenance of all weapons and sonar-related equipment including two overseas mission essential equipment replacements, worth $2 Million, allowing for extended and successful operation of
a national asset overseas
Directly managed safety of several ships and submarines during wartime simulations, responsible for safe launch of 18 exercise torpedoes, worth $1 Million each, achieving a 100% safety record
Damage Control Assistant/Main Propulsion Assistant
Led a team of 12 sailors responsible for operation and maintenance of a nuclear reactor and propulsion plant worth $800 Million through two successful performance evaluations
Planned, managed and coordinated divisional maintenance during 6 maintenance availabilities, worth approximately $25 Million dollars in repair costs and noted for setting the standard in management, mentorship and leadership of a division
NAVAL NUCLEAR POWER TRAINING COMMAND Charleston, SC
Trainee 2009-2011
Graduate level, quantitative instruction in naval nuclear propulsion including nuclear physics, reactor dynamics, radiological chemistry, reactor plant design, operation and casualty response
ADDITIONAL INFORMATION Interests: Selection Committee Member for LTJG Jordan Robert Emmons Scholarship Fund, a college scholarship program for high
school students in Boyd County, KY. Scuba Diving, CrossFit, Photography
Achievements: Navy and Marine Corps Commendation Medal, Four Navy and Marine Corps Achievement Medals, Honor
Graduate: Naval Diving and Salvage Training Center SCUBA Class
Certifications: Nuclear Engineer Certification – Certified by the U.S. Department of Energy as a Nuclear Engineer
Naval Submarine Quality Assurance Supervisor School – Certified by U.S. Navy as a Quality Assurance Supervisor
MANVI GOEL 2004 Lombard St #2F, Philadelphia, PA 19146 | 703.622.7894 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Entrepreneurial Management, Finance
Philadelphia, PA
2018
Wharton Impact Investing Partners (WIIP), Energy Sector Investment Associate: Sourcing and conducting due diligence on high-impact, cleantech startups for 1MM+ in equity financing (selected as one of 35 out of 200 applicants).
Energy Club, Entrepreneurship Club, Tech Club, Social Impact Club
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
Bachelor of Science, Major in Economics, Minor in Political Science
Cambridge, MA
2006 - 2010
MIT Community Catalyst Leadership Program, Global Poverty Initiative Poverty Week Director, President of Forum on American Progress, MIT Panhellenic Association Women’s Leadership Development Chair, MIT Legatum Center
Fellowship, MIT Public Service Center Fellowship
EXPERIENCE
Greentown Labs
Director of Strategic Partnerships
Cambridge, MA
2014 - 2016
Led team of 8 across 3 organizations to design and run nation’s first startup + corporate partnership programs (Greentown Launch programs) to accelerate cleantech investment. Recruited 10 startups internationally, 11 corporations, and 54 mentors
for two rounds of 6–month program commitments.
Raised $800,000+ in program and sponsorship revenue from 7 corporations & 3 foundations (included largest deal to date).
Produced 58 hours of an original investor-readiness training for Series A-stage cleantech startups; expanded training to 2 additional incubators in one year.
Launched Greentown.org (nonprofit arm) to expand educational activities nationally. Oversaw IRS filing, established Board of Directors, developed government and foundation fundraising proposals, and set 2016 strategic priorities.
Developed pipeline of 140 hardware investors and instituted process for aligning them to startups based on investment needs; 1/3 of incubator startups benefited from structured match–making.
Oliver Wyman
Senior Consultant
Consultant
New York, NY
2013 – 2014
2011 - 2013
Managed team of 7 to conceptualize new business unit (OW Catalyst) to source financial technology innovation partners for institutional clients. Won senior advisory committee approval to operationalize Catalyst and initiated 2 pilot client projects.
Formulated commercial banking client’s strategy for measuring return on marketing investment, uniting siloed divisions under one optimization approach for the first time.
Conducted gap assessment of large prepaid card provider’s direct deposit processing. Proposed 18 solutions for operational and governance improvements to manage scaling volumes in less than 6 months.
Programmed case selection strategies for IRS’ large–scale audits, increasing detection of non-compliance by 20-35%.
US Department of State – Fulbright Program
Fulbright Research Fellow, Institute of Financial Management & Research (IFMR)
Chennai, India
2010-2011
Analyzed the evolution of formal and informal financing relationships across 7 livelihood, high–growth businesses in Tamil Nadu. Recommended alternative financing practices and policy improvements as part of IFMR’s new bank concept
development.
Investigated the economic health of a 450–company cluster of small-scale manufacturers in Trichy, focusing on the efficacy
of State Bank of India financing. Proposed best practices for cluster development to primary end customer in ecosystem.
ADDITIONAL INFORMATION
Interests: MIT Lightweight Women’s Rowing, NYC Social Cycling Group ride leader, Magnet Theater improv comedy student and novice performer, running, hiking.
Entrepreneurship: Circumnavigated India by train to study Indian social enterprises as part of Jagriti Yatra, 2010 – 2011; Mentor for MIT Legatum Center 2016
Languages: Hindi (fluent)
LAUREN HEIS 2116 Chestnut Street, Apartment 1509
Philadelphia, PA 19103
281-435-2371
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance and Multinational Management
Philadelphia, PA
2016-2018
Member of Wharton Energy, Wharton Finance, Wharton Women in Business, and Private Equity & Venture Capital Clubs
Midstream panel manager for the 2016 Wharton Energy Conference
MCCOMBS SCHOOL OF BUSINESS, THE UNIVERSITY OF TEXAS AT AUSTIN
Bachelor of Business Administration; Major in Finance
Austin, TX
2004-2008
Business GPA: 4.00; Overall GPA: 3.96
Designated as a McCombs School of Business Distinguished College Scholar
Selected to be one of 36 students to participate in a competitive 1.5 year Financial Analyst Program
Pitched stock picks and portfolio allocation recommendations to MBA Investment Fund managers, focusing on energy companies; developed advanced quantitative and analytical skills; and gained extensive practical experience
Spent summers interning in various roles, learning about different industries and functions
J.P. Morgan (Sales and Trading Intern in Interest Rate Derivatives in New York, NY, 2007): Prepared market updates, compiled pitchbooks for client meetings, and presented on accounting for interest rate derivatives
J.P. Morgan (Commodities Research Intern in New York, NY, 2006): Researched topics related to the energy industry such as the role of tankers on the supply side and the immediate effects of news headlines on markets
Noble Energy (Accounting Intern in Houston, TX, 2005): Reviewed and responded to audit reports written by working interest partners on joint venture properties and analyzed accounts receivable balances for Noble’s Power
subsidiary
Received Noble Energy Scholarship, ExxonMobil Teagle Scholarship, and Darrell Royal Endowed Presidential Scholarship
EXPERIENCE
J.P. MORGAN
Relationship Management Partner, Global Corporate Bank
Houston, TX
2013-2016
Assisted large energy companies with their global banking needs
Interacted with senior bankers, product partners, and operations teams to meet clients’ needs in Treasury Services, Corporate Finance, Markets, Asset Management, and Investor Services
J.P. MORGAN
Sales and Trading Associate, Interest Rate Derivatives
Houston, TX
2011-2013
Assisted mid-cap energy producers, energy services companies, and regional diversified companies to manage their interest rate exposure
Pitched trade opportunities based on companies’ capital structure and the existing interest rate environment; served as a point of contact for client questions; prepared client-requested analyses; and interfaced with in-house traders, operations, and legal
to execute and document client trades
J.P. MORGAN
Sales and Trading Analyst, Interest Rate Derivatives
New York, NY
2008-2011
Completed J.P. Morgan’s Global Fundamental Markets training program, covering accounting, global economics, futures and options, interest rate swaps, and equity derivatives
Supported tax-exempt clients across the United States, including not-for-profit healthcare companies, colleges, and municipalities, to manage their interest rate exposure
ADDITIONAL INFORMATION
Undergraduate Activities: ConocoPhillips SPIRIT Scholar program, Gamma Beta Phi, Texas Longhorn volleyball (manager)
Interests: International business and travel, energy
Computer Skills: Microsoft Excel, Word, PowerPoint, and Outlook; Bloomberg
JEFFERSON LUIZ HENKEL FERRONATO 2040 Market Street, Apt 1005
Philadelphia, PA 19003
+1-267-370-8210
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Marketing and Operation Management
Master of International Studies Candidate; Focus in Europe and Germany
Philadelphia, PA
2016-2018
Member: Healthcare Club, Dealmakers Club, Social Impact Club, Public Speaking Club
UNIVERSITY OF RIO GRANDE DO SUL
Bachelor of Science in Mechanical Engineering
P. Alegre, Brazil
2006-2011
Research assistant in the Laboratory of Ceramic Materials. Conducted experiments analyzing ceramic materials properties for academic and industrial purposes. Supported project awarded by Petrobras.
Academic exchange: Technical University of Munich, Germany (2009-10): Conducted research on the Institute for Energy Systems aimed at developing technology to use gasification processes on electric power plants. Developed new control
program for experimental reactor and improved results accuracy and assessment.
EXPERIENCE
BAIN & COMPANY
Consultant
Senior Associate Consultant
Associate Consultant
São Paulo, Brazil
2015-2016
2014-2015
2012-2014
Marketing & Full-Potential strategy
Designed combined full potential strategy for large national healthcare provider acquired by private equity fund, resulting in market leadership in revenue growth and profit growth rate.
Devised go-to-market strategy for USA medical technology company in Brazil; project success resulted in project expansion throughout South America.
Built Latin America portfolio strategy for loyalty program unit of large multinational airline.
Recommended and implemented full potential strategy of department and general merchandise stores to adjust company to the new reality of Brazilian economy.
Due diligence
Conducted due-diligence on Brazilian payments company for major private equity (PE) fund that resulted in a deal.
Performed commercial due diligence of logistics company for a major grain trader that avoided an overvalued asset purchase.
Conducted commercial due diligence of local target for consumer products multinational.
Performed due diligence on a Brazilian e-commerce business for an International PE fund.
Process Improvement
Developed key account planning process for Mexican division of multinational service provider owned by major PE fund.
Led implementation PMO of several of bank’s new IT systems, the largest IT project in South America. Solved impediments to implement a system previously delayed for more than two years.
Increased travel agency airline sourcing market competitiveness from 40% to 70% and identified potential M&A targets.
AMBEV (part of AB Inbev Group)
Packaging / Supply Intern
Sapucaia, Brazil
2011
Supervised beverage-bottling production lines and reported directly to industrial and packaging managers.
Sustained and improved beverage lines’ efficiency, supervised machinery maintenance flux and production logistical supply.
ADDITIONAL INFORMATION
Interests: Triathlon; reading history and geopolitical books, cooking for friends; snowboarding and surfing.
Service: Human Resource Department volunteer at the Brazilian Red Cross Branch, in Porto Alegre; supported volunteer recruiting and employee relations; gave lectures on work accidents prevention to poor community’s workers.
Languages: Native speaker of Portuguese, advanced knowledge of German, and basic knowledge of Spanish
DAVID L. JOHNSON 230 North 21st Street, Apt 106
Philadelphia, PA 19103
347-244-6289
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Business Analytics and Business Economics &
Public Policy
Philadelphia, PA
2016-2018
Operations Director, Wharton Consulting Conference – Responsible for building model to optimize overall student exposure to desired firms by allocating attendees’ structured interactions based on stated preferences
External Affairs Representative, Wharton Cluster 3 Council – Elected by classmates to organize events facilitating interaction with other University of Pennsylvania graduate schools and Cluster 3 second year students
Wharton Representative, University of Pennsylvania Graduate and Professional Student Assembly – Member of finance committee, managing $1.8mm annual budget and evaluating all student applications for funding
Cast Member, Wharton Follies 2017 – Selected as cast member of Wharton’s annual student-written musical comedy
DARTMOUTH COLLEGE
Bachelor of Arts in Economics and Geography
Hanover, NH
2007-2011
President of Afro-American Society; President of Alpha Phi Alpha Fraternity, Inc., Theta Zeta Chapter; cornerback on varsity football team
Awarded highly selective Class of 1954 Fellowship to consult for primary financing body of Uganda’s microfinance industry, analyzing lending practices of a rapidly growing rural credit union applying for a sizable new loan
Received 2010-11 Theater Department Award for Artistic Excellence for performance in August Wilson’s Fences
EXPERIENCE
TEINNOVATIONS
Value-added distributor of perishable food packaging solutions
Investor
Warrenville, IL
2015-2016
Arranged debt financing and led due diligence efforts on behalf of equity syndicate as member of two-person team that executed leveraged buyout of company
Worked intimately with CEO and COO upon deal closing to identify business challenges and devise five-year strategic plan
Analyzed Quickbooks invoice data to assess customer and SKU level profitability, and developed strategies in collaboration with sales team to rectify unfavorable revenue streams
Identified price quoting as key sales conversion bottleneck and designed pricing model that reduced process duration ~90%
RLJ EQUITY PARTNERS
Middle-market private equity firm with industry agnostic investment mandate
Associate
Washington, DC
2013-2015
Executed leveraged buyouts of Naylor Association Solutions ($70mm) and EnviroVac ($65mm), sales of Media Source ($115mm) and Fleischmann’s Vinegar Company ($170mm), and four portfolio company add-on acquisitions
Oversaw organizational restructuring and rebranding of Naylor Association Solutions as management integrated four add-on acquisitions (three under our ownership) and repositioned company in face of challenging print media landscape
Led due diligence process in pursuit of investment opportunities, identifying key areas of concern, conducting diligence calls with management, synthesizing findings into financial models, and presenting analysis to broader investment team
Negotiated with lenders to secure credit facility restructurings for distressed portfolio companies and acquisition financing
Created and delivered presentations on RLJ’s value proposition to investment bankers and prospective management teams
UBS SECURITIES
Investment Banking Analyst – Global Industrials Group
New York, NY
2011-2013
Crafted investment thesis and addressed investor concerns in close collaboration with senior management of diversified shipping company in successful marketing of $220mm syndicated term loan to stave off company’s third bankruptcy
Coordinated domestic investor roadshow, drafted SEC filings, and created marketing documents in execution of $80mm backstopped rights offering for Norwegian tanker shipping company
Constructed industry overview presentations and developed granular operating models in support of financial sponsors pursuing distressed investment opportunities in maritime transportation industry
ADDITIONAL INFORMATION
Interests: Boxing, singing, stand-up comedy, Minds Matter Mentoring Program, The Economist, Tennessee Titans football
Languages: Conversational in Spanish
UPADHI KABRA 2020 Walnut Street, Apt 5K, Philadelphia, PA 19103
+1 (646) 244-6558 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Intended Major in Finance and Strategic Management
Philadelphia, PA
2016-2018
Vice President, Technology Club (Member Education), and Private Equity & Venture Capital Club (Industry Verticals)
Member, Wharton Energy, Consulting, Dance Studio and Yoga & Wellness Clubs
Recipient of Foreign Assistance Fellowship in recognition of outstanding academic and professional achievements
INDIAN INSTITUTE OF TECHNOLOGY, BOMBAY
Bachelor and Master of Technology, Metallurgical Engineering and Materials Science
Mumbai, India
2003-2008
Ranked in top 10% of class; Awarded 10/10 – Dual Degree Thesis Project on ‘Aluminum Induced Silicon Crystallization’
Research Scientist at Uppsala University, Sweden for research in new materials (2006)
EXPERIENCE
J.P. MORGAN CHASE BANK NA
Vice President, Head of North America Oil Research
Associate, Global Commodities Group
New York, USA
2015-2016
2014-2015
Authored 200+ flagship J.P. Morgan oil research publications providing comprehensive coverage of global oil market dynamics, price trends and wrote thematic pieces on critical structural developments (tracked readership of ~4000/ week)
Featured speaker at the 2015 J.P. Morgan Asset Management - Real Assets Conference attended by 150+ clients (HNWI, Institutional Investors); delivered firm’s view on oil price trends in key commodity client seminars and dinners
Led client meetings with producer, consumer and investor clients across US providing advisory services on oil market dynamics, key industry trends and outlook; drove >$50mln business with designated Platinum/Gold status clients
Spearheaded bi-weekly discussions with 20+ sales & trading personnel; initiated formulation of a key periodic team meeting to strategize business development and enable seamless integration of research ideas into tangible business triggers
Developed investment thesis for cross-regional and cross-product oil markets through detailed sector analysis and real-time balance updates predicting key inventory levels and trade flows; provided 9/10 successful trade recommendations in 2015
J.P. MORGAN CHASE BANK NA
Associate, Global Commodities Group
Analyst, Global Research Center, Mumbai and London
London, U.K.
2012-2014
2009-2012
Lead global oil demand analyst: independently steered detailed projection models incorporating exhaustive macro (GDP, price elasticities, geo-political analysis) and micro (industry analysis and business sentiments) factors
Directed work flow across three regions overseeing junior team members in Asia and Americas to effectively manage research timelines and responsibilities; represented oil team in cross-sector internal meetings and market calls
Led meetings with HF and oil consumers across Europe and South-East Asia; drove ~$5mln annual hedging book
Configured a structured analytical engine encompassing cross-industry product flows from 20+ sources for 180-countries
Drafted a 5-region simulation model that replicated refinery production configurations (10 downstream units) to estimate regional refined oil product supply trends; the product supply model became the basis for generating second-level insights
DSP MERRILL LYNCH LIMITED
Analyst, Investment Banking Division
Mumbai, India
2008-2009 Delivered targeted pitch-books for senior bankers as business development material for small/large-cap Indian corporates
Conducted due diligence on M&A transactions; achieved deep understanding of 3-statement and basic LBO modelling
ADDITIONAL INFORMATION
Chartered Financial Analyst: Cleared Level I & II in first attempt (2014-16)
Interests: Mentoring - Analyst and Associate Development Council, J.P. Morgan and Wharton GUIDE; Dancing- participated in over 10 group dances at IIT Bombay; world travel and fitness
NATASHA KANCHAN 3514 Lancaster Avenue, Philadelphia, PA 19101 | (267)-586-4866 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic & Multinational Management
Philadelphia, PA 2016-2018
Scholarship: Julius Grodinsky Memorial Fellowship for academic and professional excellence and leadership potential Club involvement: General Management, Marketing, Finance, Wharton Women in Business, Entrepreneurship,
Energy Clubs, Dance Studio
MUMBAI UNIVERSITY (D.J. Sanghvi College of Engineering) Bachelor of Engineering; Major in Electronics and Telecommunication
Mumbai, India 2008-2012
Graduated with Distinction [79%]. 3-time recipient ‘Dorabji Tata Scholarship’ for academic excellence (2009, 2010 & 2011) Awarded ‘Best Student of the Year’ for all-around achievement and general proficiency (2010-2011) Awarded ‘General Proficiency Award’ for consistent academic and all-around achievement through college Secured 1st position in National Level Technical Project Competition ‘Electroworks' (Oct 2010)
EXPERIENCE
J.P. MORGAN Investment Banking Analyst- Metals & Mining and Chemicals Team, North America geography
Mumbai, India 2012-2016
Performed onshore with Chemicals IB team at Manhattan, New York (Jul-Nov 2014)- Lead Analyst in end to end pitching, road show and execution of $975mn IPO for Axalta Coatings and in 'Activism Defense' mandate for a leading US chemical major. Sole Analyst working with 2 MDs on the pricing and execution of €300mn debt offering for Celanese
Youngest Analyst to work onshore with elite group of senior bankers at India IB headquarters (Jun-Sep 2013)- Sole Analyst from J.P. Morgan deal team for $1.2bn term loan A and $1.35bn bridge-to-bond facility for Vedanta. Lead Analyst on $280mn Offer for Sale for SAIL and $56mn equity offering for a real estate giant via IPP and OFS
Provided strategic advisory, financing/structuring alternatives, corporate strategy, portfolio review and financial modeling valuation; prepared RFP responses and pitch books; authored offering memorandum, due diligence, memos and S-1
Conducted formal training for several incoming batches of Analysts (undergraduate and post-graduate). Structured, planned and organized trainings as Member, IB Training Team
Conceptualized, organized and compered company-wide event ‘Women in Banking Sector- Winning Women’ as Member, WIN Community (Women’s Interactive Network). Worked closely with CEO, J.P. Morgan, India and interviewed her during the event before an audience of over 200 attendees
Fast-track promotion with team management responsibilities. Managed a team of 4 Spearheaded several initiatives as Member, Corporate Social Responsibility team. Finalist, national level ‘J.P. Morgan CSR
Theme Challenge’. Led 4-member team to prepare and present theme Editor-in-Chief of half yearly newsletter for IB department Designated J.P. Morgan Mascot/Representative for recruitment drives Awards: Awarded ‘Champion Initiator’ for innovating and executing various initiatives including ones for work
optimization; Nominated ‘Star Team Player’ thrice for being a role model team member in the department; Secured 1st position in J.P. Morgan India Marathon ‘Run for Cause’ in women’s category
ADDITIONAL INFORMATION
Leadership Positions: Placement Coordinator for the class year; Student Council Member- Ladies Representative; Public Relations Officer, Technical Festival; Public Relations Officer and Sponsorship Head, IETE (Institute of Electronics and Telecommunication Engineers); Publicity Head, Technical Festival Co-Committee; Editor-in-Chief of IETE newsletter and Sponsorship Brochure for Technical Festival; Leadership and execution team, ‘Nature Trek Club’
Extra-Curricular: Spearheaded National Conference on Communication Technology; Conceptualized and organized seminar for women ‘Grooming & Etiquette for the Corporate World’; Secured 1st place in the intra-collegiate and 3rd place in the inter-collegiate group dance competition
Internship: Air India Ltd.- Engineer in Electronics, Instrument & Accessories Overhaul Division, Mumbai (Dec-Jan 2011) Community Involvement: Fellow & Member Leadership Team at Make a Difference (MAD) (Jul 2006-2012);
Conceptualized, spearheaded and organized a cultural program at Spastic Society of India (Jan 2011); Designed ‘Electronic Blind Belt'- a sophisticated electronic mobility aid for visually impaired individuals (Jun 2011-2012)
Entrepreneurship: Founder and owner of a confectionary preparation venture, 'Melting Moments'. Market via references Certifications: CFA Level 1 (Dec 2013); Asia IB Analyst Training Program by Adkins Matchett & Toy (Apr-May 2015) Interests: Adventure sports, dancing, traveling, cooking
JAYWON KIM 310 Burrough’s Mill Ct, Cherry Hill, NJ 08002
216-401-6359
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2016-2018
Wharton Fellowship recipient (merit-based scholarship, 30% of tuition); GMAT 760 (99th percentile)
Member of Wharton’s Consulting Club, General Management Club, Energy Club, Veterans Club, and Korea Club
HANYANG UIVERSITY
Bachelor of Science in Business Administration
Seoul, Korea
2004-2011
GPA 3.73; honors student for 4 consecutive semesters; full scholarship for 2009 Fall semester (ranked 2nd / 359 students)
Founded English division at school’s official news site; managed 6 reporters to provide critical coverage of school events
EXPERIENCE
POSCO ENERGY CO., LTD.
Project Developer - International Power Project Development Division
Seoul, Korea
2011-2016
Leadership & Project Development
Led a 12-person team to develop an investment proposal for $2.5 billion power project; awarded an exclusive concession by the Ministry of Industry and Trade of Vietnam in May 2016
Co-led negotiations for $1.5 billion power project with Government of Mongolia in a consortium of multinational companies; signed 30-year concession agreement and power purchase agreement in May 2015
Spearheaded 7-person team to establish a branch office in Mongolia; secured $500,000 annual budget from board of directors
Co-developed fundraising proposal for POSCO Energy Global Fund (a private equity fund) and pitched investment to Korea’s National Pension Service; gained mandate for $400 million investment
Devised a joint development proposal for power projects in Indonesia for the President of Korea; adopted as one of the key initiatives for economic cooperation between Korea and Indonesia during the APEC Summit 2013
Communication & Collaboration
Coordinated with export credit agencies of Korea and Japan, Asian Development Bank, and European Bank for Reconstruction and Development to structure $1.2 billion project financing for power project in Mongolia
Collaborated with local and international advisors (financial, tax, legal, and technical) on due diligence for the acquisition of the largest power plant in Chile; constructed and submitted a proposal worth $700 million
Cooperated with lead project developer to design negotiation scenarios and strategies for $650 million project in Chile; co-led negotiations on project documents with BHP Billiton
Analytical & Quantitative Skills
Developed risk analysis matrix of a project in Saudi Arabia to secure $2 billion financing from export credit agencies of Korea and Islamic & international banks; won company-wide Employee of the Year for the contributions
Analyzed major power markets in Middle East and Latin America in terms of regulations and financial feasibility and constructed project pipeline; played key role in persuading management to expand business outside Asia
Conducted profitability analysis on over 20 projects; submitted 5 bid proposals ranging from $600 million to $2.5 billion
HYUNDAI MOTORS
Intern - International Marketing Division
Seoul, Korea
Winter 2010
Co-developed online promotional campaign for 2010 South Africa World Cup; launched and managed social media pages
REPUBLIC OF KOREA ARMY
English Interpreter - Third Armored Brigade
Gangwon, Korea
2005-2007
Facilitated communication between the Brigade and ROK-US Combined Forces during integrated forces trainings; won a commendation for the contribution to the Integrated Live Fire Exercise 2006
ADDITIONAL INFORMATION
Interests: Photography, international travel (over 25 countries in Asia, North & South America, Europe, and Middle East)
Community: Member of Animal Rescue Network Korea since 2009; volunteered in ‘Trap & Release’ and ‘Don’t Buy, Adopt’ programs; organized an anti-fur rally and covered by main news media in Dec 2014
Work Status: U.S. Permanent Resident
AMY KONDO 1811 Chestnut Street, Philadelphia, PA 19103
973-476-9711 [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Strategic Management & Operations
Philadelphia, PA
2016 - 2018
Elected as Communications Representative for Cluster Council, Wharton Graduate School Association
Member of Consulting Club, Student Admissions Program, Data Analytics Club, General Management Club, Women in Business and Tennis Club
NORTHEASTERN UNIVERSITY
Bachelor of Arts in Economics and International Affairs, Minor in East Asian Studies
Boston, MA
2006 - 2010
GPA: 3.8, summa cum laude, Dean’s List (every semester). Selected for merit-based Excellence Scholarship (top 10-15%)
Co-Founder and Captain of Northeastern University Women’s Club Tennis Team
Selected for highly competitive international diplomacy program at the UN Headquarters in Geneva, Switzerland (Summer 2010); Completed study abroad and language program in Beijing and Nanjing, China (Spring 2009, Summer 2008)
EXPERIENCE
DEFENSE INTELLIGENCE AGENCY (DIA)
Team Lead – Defense Counterterrorism Center
Senior Intelligence Analyst – Deployed East Africa Counterterrorism Team
Intelligence Analyst – Defense Counterterrorism Center
Washington, DC
2015 - 2016
2014 - 2015
2011 - 2014
Analysis & Presentation
Analyzed, evaluated and synthesized 50-80 raw intelligence reports from various sources daily. Prepared assessments on the security environment in East Africa to advise and inform U.S. policymakers and senior national security officials
Authored 500+ cohesive and comprehensive intelligence assessments, including 4 publications directly for the President of the United States and 11 Intelligence Memorandums used to inform U.S. defense policy decisions
Selected 20+ times to brief and advise DIA’s most senior customers: National Security Council, Senior Congressional Staff, U.S. Ambassadors, and U.S. and foreign military generals
Served as the Africa terrorism expert on the U.S. Joint Chiefs of Staff intelligence team, providing daily reports and briefings to Pentagon seniors. Received selective Department of Defense Joint Meritorious Unit Award
Team Management
Led team of 4 analysts to successfully complete 150+ tasks requested by senior counterterrorism officials. Key customers included the White House National Security Advisor and the Special Assistant to the President for Counterterrorism
Managed external relationships with deployed special operations units and partner intelligence agencies (e.g. CIA, NSA, etc.)
Improved new analysts’ productivity by over 50% by creating and implementing a structured training program focused on developing team’s subject matter expertise and understanding of DIA’s analysis framework
Received competitive agency-wide award for analytic rigor and commitment to mentorship 6 months following promotion to Team Lead. Nominated for award by teammates and selected from top 10 finalists by DIA Director in 2016
Deployment with U.S. Special Operations Command, Senior Intelligence Analyst - East Africa
Selected to fill prominent senior analytic position, leading a 10-person multidisciplinary intelligence team responsible for enabling highly-sensitive U.S. special forces operations in East Africa
Spearheaded initial intelligence justification for request to alter U.S. policy in Africa; approved by the President in 2016
Received Joint Civilian Service Commendation Award, highest-ranking joint civilian award under the approval authority of the U.S. Special Operations Command General Commander, for accomplishments during deployment
Deployment with U.S. Special Operations Command, Intelligence Analyst – Northern Afghanistan
Assessed threats and communicated findings to force commander, successfully reducing risk to U.S. and coalition units
Developed new, intelligence-backed operational strategy, which was subsequently implemented by the deployed Head of Intelligence. Strategy quantified linkages between U.S. and coalition operations and reduced local terrorist activity
ADDITIONAL INFORMATION
Interests: Tennis, Backcountry Camping, Hiking 14,000ft+ Mountains, Marathons, International Travel (33 countries)
Languages: Conversational fluency in Mandarin and Cantonese Chinese; elementary proficiency in French
Security Clearance: Top-Secret Sensitive Compartmented Information (TS-SCI) clearance, renewed for 5 years in 2015
MARC LANTHEMANN 111 S 15th St, Apt. 1901, Philadelphia, PA 19102 ∙ (+1) 609-865-5782 ∙ [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Strategic Management
Master of International Studies Candidate; Global Program
Philadelphia, PA
2016-2018
GMAT – 760 (99% percentile). Recipient of merit-based Lauder fellowship
Director of Employer Relations: Consulting Club Board; Academic Representative: Lauder Institute Student Advisory Board
Club Membership: Consulting, Energy, General Management, OutForBusiness, Soccer, Wine
PRINCETON UNIVERSITY
Bachelor of Arts; Major in Politics, Cum Laude
Princeton, NJ
2006-2011
President: Princeton University Language Project. 2009 International Service Award for outstanding work with global NGOs
Hand-selected by Nobel Laureate Eric Wieschaus as one of two undergraduate biophysics research fellows
Completed yearlong program in 2008 in German language and history at Leipzig University, Germany, with High Honors
EXPERIENCE
STRATFOR
Global intelligence company offering geopolitical risk management solutions to multinational firms in energy,
defense and finance. 200+ employees. $20-50M annual revenue
Director - Advisory Services
Austin, TX
2014-2016
Appointed youngest Director in firm’s history. Oversaw three managers and ~50 analysis and field intelligence personnel
Managed $3.5M annual revenue stream, grew budget by 9% year-on-year despite overall company underperformance
Wrote and implemented new firm-wide quality assurance processes still currently in use. Lead drafter for proposals and contracts for all new engagements. Directly managed high-level client relationships for Fortune 100 firms
Designed and led successful Romania market-entry strategy for a mid-sized US-Canadian energy company. Recommendations led to cancellation of risky joint venture with firm with strong ties to Russia, strong investment in
community development, and direct company input in drafting Romania’s new petroleum legislation
Ideated and managed software-based political risk solutions in Algeria for world’s largest private technology firm
Led implementation of a global warfare risk index for major US defense contractor bidding on $23B bomber program
Manager - Advisory Services
2013-2014
Designed and developed a flagship political risk research product that increased company annual revenue by 1.5%
Headed strategic support for corporate business development in the energy sector, including building pitch decks, delivering in-person roadshow presentations and writing statements of work
Managed teams of up to ten analysts and field intelligence personnel on projects with annual value of $1.9M. Implemented industry-standard project management procedures still currently in use
Managed high-level relationship development between the Azerbaijani government and a Houston-based supermajor
Led development of FCPA risk mitigation for a major US food and beverage company looking to enter Nigeria. Recommendation led to company abandoning entry plans due to high expected legal costs
Intelligence Analyst
2011-2013
Built and maintained intelligence networks in Europe and the Former Soviet Union. Created new source network in Greece
Led quarterly webinars on global geopolitical developments for strategy groups of major and supermajor energy firms
Directly advised major European energy and financial services firms on mitigating geopolitical risk in Ukraine and Greece
ADDITIONAL INFORMATION
Interests: International travel (60 countries to date), early modern European military history, skiing, fly-fishing
Public Engagement: Keynote speaker: FirstEnergy Conference, American Energy Partners Conference, Texas State University. Contributor: Forbes Magazine, CNBC, Euractiv, the New York Times and others
Languages: Native speaker of French. Fluent speaker of Portuguese, Spanish. Intermediate speaker of German
Nationalities: Dual Swiss and Spanish citizen
Technical Skills: Matlab
FERNANDO LAVADO 2101 Chestnut St. Apt. 1816 Philadelphia, PA 19103│ 240-441-2475
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finances and Management
Philadelphia, PA 2016-2018
Member of Wharton’s finance, public speaking and energy club Recipient of Wharton Fellowship for outstanding and professional accomplishment
STANFORD UNIVERSITY Master of Science in Civil Engineering, Major in Structural Engineering
Stanford, CA 2009-2010
GPA 3.7 Recipient of scholarship by the Diversity Program of the School of Engineering Mentored 16 undergraduate minority students within the STEM majors
FLORIDA INTERNATIONAL UNIVERSITY Miami, FL Bachelor of Science in Civil Engineering, Major in Structural Engineering 2006-2007 GPA 3.8. Magna Cum Laude.
NATIONAL UNIVERSITY OF ENGINEERING OF PERU Lima, Peru Bachelor of Science in Mining Engineering, Major in Open Pit Mining 2001-2005 2nd place in class of 35. Transferred to FIU in 2005
EXPERIENCE
BECHTEL CORPORATION, OIL & GAS DIVISION Engineer Coordinator
Soyo, Angola
2016 Negotiated with client (Chevron), the process for final delivery of a $10B (5.2 mmtpa) gas processing plant (LNG), which
was overrunning costs after an accident led to a release of hydrocarbon from a ruptured pipe. The process was successfully implemented and 99% of the plant was turned over within six months with a schedule reduction of 15%
BECHTEL CORPORATION, MINING & METALS DIVISION Lead Turnover Engineer
Cusco, Peru
2014-2015 Managed a multi-disciplinary team of 25 engineers (mechanical, piping, electrical, instrumentation) for successful turnover,
from Bechtel to client (MMG), of a $9B copper-molybdenum mining plant (140 ktpd) Coordinated final delivery directly with customer, negotiating “out of scope” requests, resulting in $50M of additional work Set up turnover process, managing workload and defining responsibility boundaries for Construction, Engineering,
Procurement and Project Controls Senior Construction Engineer 2012-2014 Responsible for construction management of the Grinding, Flotation, Re-Grinding and Molybdenum plant facilities which
involved pouring 40,000 cubic meters of concrete and erecting 13,000 tons of steel with a crew of 45 workers. These areas had the best performance metrics in terms of man-hours and equipment utilization, resulting in $300M in cost savings
Interacted with costumer in a regular basis to ensure allocation of machinery and equipment in critical areas, creating a 10% schedule reduction
Managed $100M contract for 20M cubic meters of earth movement, keeping sub-contractor on schedule and budget
BECHTEL CORPORATION, NUCLEAR & INFRAESTRUCTURE DIVISIONS Structural Engineer III
Frederick, MD
2011-2012 Led a team of 3 engineers to perform seismic analysis of the largest buildings in a $5B nuclear power plant. Our results
advocated for re-utilization of existing buildings, playing a vital role in the economic viability of the project Developed a program in ANSYS that saved 2000 engineer hours for 3D finite element modeling for these structures Structural Engineer I 2007-2009 Modeled several steel and concrete nuclear structures, achieving $10M cost reductions for the $13B Hanford Waste
Treatment Plant project that will stabilize 56M gallons of radioactive waste left-over from the Manhattan Project
ADDITIONAL INFORMATION
Interests: U.S. Monetary Policy, Economic History, Energy Policy, Technology, soccer and Peruvian Gastronomy Positions: Professional Engineer/President of Community Outreach at Bechtel Next Gen/Mentor in Engineering Without
Borders at Johns Hopkins University Languages: Native speaker of Spanish
NATASHA MAAS 1823 Spruce Street, 4F, Philadelphia, PA 19103
617-510-7951 [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic Management Master of International Studies Candidate; Focus on Sub-Saharan Africa
Philadelphia, PA
2016 - 2018
• Committee member of Wharton’s Africa Business Forum • Board member of Wharton’s Retail Club, Energy Club and Wharton Global Impact Consultants MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) Master of Science in Civil Engineering
Cambridge, MA
2011 - 2013 • Primary focus in off-shore engineering • Organized MIT’s Women’s Leadership Conference 2012 for more than 200 attendees DELFT UNIVERSITY OF TECHNOLOGY Bachelor of Science in Civil Engineering, Minor in Entrepreneurship – cum laude
Delft, The Netherlands
2008 - 2011 • Completed University Honors Program • Varsity Rower and Coxswain for University’s Women’s Eight • Founder of Women’s Club for Civil Engineers
EXPERIENCE
THE BOSTON CONSULTING GROUP Consultant Associate
Bost