2011 ANDERSON REAL ESTATE ASSOCIATION RESUME BOOK AREA

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1 2011 ANDERSON REAL ESTATE ASSOCIATION RESUME BOOK AREA

2 Ziman Center for Real Estate Richard S. Ziman Center for Real Estate: An Interdisciplinary Research Center of UCLA Anderson School of Management and UCLA School of Law January 2011 Dear Friends and Prospective Employers: On behalf of the UCLA Ziman for Real Estate and the UCLA Anderson School of Management, I am pleased to present you with the 2011 Anderson Real Estate Association Resume Book. The book includes the resumes of MBA students scheduled part-time work experiences. competitions, speakers series, mentor program, conferences and symposia, just to name a few. For more information about the Ziman Center, including a list of real estate courses and student programs, I invite you to visit I believe we have a superior group of motivated students in our real estate program that would create great value for your company. I encourage you to contact any of the students directly regarding any suitable opportunities. If you have any questions about the Ziman Center, please feel free to contact me. I am always pleased to speak with prospective employers about our program and our students. Sincerely, Tim Kawahara Executive Director UCLA Ziman Center for Real Estate 110 Westwood Plaza, Gold Hall, Room B100, Box , tel

3 CLASS OF 2012 Seeking Internship Opportunities

4 ALAN G. BACA PSC 901 Box # 31, FPO AE / cell UCLA Anderson School of Management, M.B.A., Concentration in Finance/Entrepreneurship Investment Finance Assoc. Member; Anderson Real Estate Assoc. Member; Entrepreneur Assoc. Member. US Naval Academy, BS Economics Annapolis, MD B.S., Major Economics, Engineering Core Curriculum NCAA Division-1 Soccer (3-year letter winner). Jones Lang LaSalle, Americas (formerly The Staubach Company) San Diego, CA Vice President, Commercial Real Estate Consulting and Brokerage 2007-Present Evaluate opportunities, generate new business, develop relationships and execute deals representing large businesses, universities and state, local and federal governments. Maximize real estate efficiencies and occupancy cost savings through strategic planning, consulting, and negotiation. Conduct feasibility analysis and structure public private partnerships. Awarded Costar Power Broker (top 15 in San Diego County) for gross transactions for 2009 for both office & industrial assets. Exceeded goals for business generation in first three years and more than doubled the performance of all peers. Promoted to Vice President in 2010 after generating higher revenue than all Vice Presidents in San Diego (5 people). Negotiated over 100 commercial real estate transactions with a total value of $150 million for corporate clients. Space & Naval Warfare Systems Command, SPAWARSYSCOM PMW 170 San Diego, CA Assistant Program Manager, Software/Hardware Acquisition and Integration Twice ranked #1 on annual performance evaluations out of 4 officers. Managed over 100 Navy Civil Servants and Government contractors. Directed the research and development, test and evaluation, procurement, integration, installation, maintenance, and support of all fielded Navigation systems on 113 US Navy and NATO ships with an annual budget of $18M. Led a team to develop a bid proposal for the new Destroyer ship building program DD(X). Although it had been disclosed that my program would not be considered for the solution, we persisted and convinced the DD(X) program to use my program over several other bids from commercial vendors saving the Navy over $10 million. Contract Officer Representative. Responsible for the formal bidding process, proposal review, contract negotiations, and hardware procurement and integration. USS PREBLE (DDG 88) Pascagoula, MS Combat Systems Officer, Senior Watch Officer and Training Officer Twice ranked #1 on annual performance evaluations out of 32 officers. Managed a department of 2 divisions, 6 division leaders, 50 direct reports, and $1.6M annual budget. Responsible for the reliability and maintenance of all electronic equipment and AEGIS weapon system. Promoted to the senior department head and third in command during deployment to Iraq/Arabian Gulf. Selected for this position over four other people with twice the experience and twice the training. As Tactical Action Officer, directed all operations of the ship. One of only four personnel granted weapons release authority to fire weapons in defense of the ship or other friendly forces. Created and directed daily schedules for 340 personnel. Developed and enforced the qualification standards for all personnel on watch throughout the ship. Authored the ship s battle orders the ship s fighting doctrine while in combat. Designed and coordinated the ship s indoctrination program acclimating and familiarizing over 300 employees. USS OGDEN (LPD 5) San Diego, CA Information Systems Officer (ISO), Propulsion Engineering Division Officer Ranked #2 and #1 on annual performance evaluations out of 18 officers. Led 2 divisions, 27 direct reports, and an administrative budget of $60,000. IT Manager of a network of over 100 workstations, 4 Windows NT Servers, and 2 UNIX Servers. Orchestrated communication efficiency plans and managed technicians to sustain all shipboard visual and electronic communications. INFORMATION Treasurer, Board of Directors and member of the Executive Committee of the San Diego Military Advisory Council 501(C)3 Half-Ironman Triathlete, NAUI Certified SCUBA Diver, Youth Soccer Coach. Lieutenant Commander, US Navy Reserves Involuntary recall back to active duty in Navy. I am currently serving a 1 year tour in the Middle East through Nov I will continue my education upon return to California and graduate in July 2011.

5 AMISH CHANDE Gorham Ave, #201, M.B.A., Finance & Strategy June 2012 Membership: Investment Finance Association, Anderson Real Estate Association, Entrepreneur Association, Entertainment Management Association BUCKNELL UNIVERSITY Lewisburg, PA B.A., Economics with a Concentration in Finance May 1999 Honors: Graduated Magna Cum Laude - Cumulative GPA: 3.70 / 4.00, Dean's List for 7 of 8 semesters Membership: Concert Committee, African Students Association, Alumni Fund Raising GE CAPITAL Global Banking London, UK Director, Corporate Development / M&A April August 2010 Evaluated strategic acquisitions, JV opportunities, and divestitures as a member of a 2-4 person deal team. Promoted from position of Associate Director to Director after two years versus typical timeframe of three years Selected transaction experience: - Led merger and public tender process for combination of GE's banks in Poland valued at over $3.0 billion. Worked closely with management and external advisors to complete valuation, conduct due diligence and file regulatory applications leading to the creation of a top 5 public Polish bank - Drove financial analysis for the majority acquisition of Bank BPH, a public Polish bank valued at over $1.0 billion. Developed pro-forma financial business plan with a cross-functional team to assess synergy potential and formulate valuation. Prepared board approval documentation and delivered recommendations to senior management. Recognized with President s Award for significant contributions - Managed disposition of GE Money Finland to Santander. Drafted management presentation, coordinated due diligence and meetings with management and participated in deal term negotiations with seller Commercial Finance Chicago, IL Associate February April 2005 Developed financial models to assess multiple healthcare real estate transactions including the acquisition of REITs and non-performing mortgage portfolios Supported the formation of GE Healthcare Financial Services, a "startup" within GE, including creating processes to deliver accurate reporting packages on a monthly basis to senior management Financial Management Program Stamford, CT / Seattle, WA / London, UK Financial Analyst July February 2002 Participated in GE s rotational based Corporate Finance training program which included classroom based learning and functional assignments in FP&A, accounting, and operations Analyzed and tracked a $40 million cost cutting effort at GE Consumer Finance; prepared Investor Relations analyst presentations; streamlined quarter-close process at GE Insurance while receiving Six-Sigma quality certification Lived in UK, US, Tanzania and Australia; conversant in Swahili Volunteer: Project Echo, Special Olympics, sponsor and mentor three Tanzanian high school students Interests: Scuba-diving, snowboarding, tennis and traveling

6 SHILPA DABKE (513) M.B.A., Real Estate Emphasis June 2012 Leadership: Co-Director of WBC (Women s Business Connection) Strategy & Operations Brunch Mentor: Project ECHO, an entrepreneurship development program for high school students Member: Anderson Real Estate Association, Strategy & Operations Management Association, Net Impact UNIVERSITY OF CINCINNATI Cincinnati, OH M.S., Civil Engineering, GPA 3.63 December 2005 Honors: University Graduate Scholarship Recipient (Full Tuition Waiver) Research: Conducted statistical analysis to determine the key factors affecting job satisfaction of women in construction trades; Findings were published in the Journal of American Society of Civil Engineers UNIVERSITY OF MUMBAI Mumbai, INDIA B.E., Civil Engineering June 2001 Honors: Ranked in the top 2% of the graduating class HOWARD S WRIGHT CONSTRUCTORS Project Engineer January July 2010 Ventura Community College; Budget: $30MM, Area: 95,000 sq. ft. Negotiated scope of work with multiple vendors, analyzed pricing to finalize contracts valued upto $4MM Established and maintained the project budget, developed monthly profitability forecasts, and presented the results to the regional management team Performed weekly cost and schedule variance analyses to manage design changes and proactively address cost overruns and delays Improved monthly cash flows by standardizing the payment process that expedited payment turnaround from an average of 45 days to 30 days Oversaw scope changes and managed the change order process for 12 vendors resulting in zero pending claims Implemented Prolog, a leading document and process management software, to enhance communication between architect, engineer, and field teams and bring about quicker issue resolution Mercedes Benz of Beverly Hills; Budget: $22MM, Area: 200,000 sq. ft. Led the project team during the critical final phase, managed contracts worth $8MM, and delivered the project under budget and two days ahead of completion date Procured material (steel, concrete, masonry) worth $5MM; strategic procurement resulted in $150K cost savings. Initiated and established relationships with city officials that helped to successfully complete all the requirements on time in one of the most stringent building regulatory environments in the US South Coast Plaza Renovation; Budget: $27MM, Area: 130,000 sq. ft. Developed & maintained a Critical Path Method schedule that monitored the progress of quick turnaround project Hotel Palomar Renovation; Budget: $16MM Identified and presented cost saving options that resulted in approximately $400K (2.5% of budget) savings D. KANE & ASSOCIATES Mumbai, INDIA Junior Engineer July July 2002 Conducted structural analysis for residential construction projects Volunteer: Special Olympics Of Southern California, Reading to Kids Interests: Hiking, Vegetarian Cooking, Yoga, Calligraphy, Avid fan of Football and Basketball

7 Elinor Eizdi (310) M.B.A. June 2012 Membership: Women s Business Connection; Real Estate Association UCLA SCHOOL OF LAW J.D., Business Law Specialization May 2012 Leadership: Executive Officer, Financial- Moot Court; Treasurer- Real Estate Law Association; Vice President - Social Affairs and Attorney Relations- Business Law Association; Articles Editor -Journal of International Law and Foreign Affairs UNIVERSITY OF CALIFORNIA, LOS ANGELES B.A., Economics and Minor in Accounting, March 2008 Honors: summa cum laude; Phi Beta Kappa; Dean s List; GPA: 3.96; Accounting Society Scholarship awarded for Academic Excellence (2007); Certificate of Outstanding Academic Achievement in Economics (2008) Membership: Accounting Society Teaching Assistant for Business Law- Led 75-student class discussions (Mar. - June 2008) Novian & Novian, LLP Law Clerk Mar Present Researched and drafted memoranda analyzing corporate, bankruptcy, employment, and contract issues Drafted briefs, complaints, pre-trial discovery requests, various motions, and correspondence Compiled research for an advisory memorandum assessing the clients potential liability pursuant to debt instruments they had issued. Presented findings to clients and senior partners; recommendations accepted Strategized and researched contract law issues, resulting in a favorable out of court outcome for environmental client Interviewed clients and identified issues and data that needed to be gathered; drafted pre-trial discovery requests that led to valuable findings that supported clients causes of action U.S. Bankruptcy Court for the Central District of California Judicial Extern to the Honorable Ellen Carroll June-Aug Researched relevant case law and drafted analytical memoranda for calendared cases Reviewed and analyzed motions, prepared summaries of legal arguments and assisted in preparation of court rulings Analyzed financial schedules and evaluated the soundness of debtors plans Volunteer Income Tax Assistance (VITA) Financial Director (Mar Sept. 2010); Tax Consultant (Dec Present) Dec Present Compiled and drafted the UCLA based budget proposal and presented to the budget committee; maintained VITA s financial records Advised individuals regarding their tax payments and filed federal and state tax returns. Gan Shelanou Preschool Assistant Director Aug Sept Developed the annual school budget and reported progress against plan on a monthly basis to the Director Redesigned the parents' admissions agreement and oversaw the teachers' contracts to ensure that they reflected current terms and conditions Languages: Fluent spoken and written Hebrew, Spanish, and Farsi, and operative in Arabic. Certificates: Internal Revenue Service and California Franchise Tax Board Certificate of Appreciation (2007 & 2008) Interests: Enjoy hiking, swimming, Krav- Maga and watching basketball (avid Lakers fan).

8 ANDREW R. ESTES Gorham Avenue # (808) M.B.A., Finance, Real Estate June 2012 Leadership: First Year Director, Anderson Real Estate Association; Entrepreneur s Association E-Week Director; First Year Sustainability Co-Chair Membership: Investment Finance Association, Energy Management Group UNIVERSITY OF MICHIGAN Ann Arbor, MI B.A., Economics May 2004 Semester abroad at University of Western Australia, Perth (Winter 2003) MW GROUP, LTD. Honolulu, HI Real Estate Development Intern June 2010 August 2010 Researched and presented to management, commercial properties valued at $5 million or more for potential acquisition and development opportunities Analyzed the feasibility of special development projects including the construction of a multi-home development and purchase of a $40 million warehouse condo project out of foreclosure FIRST HAWAIIAN BANK CORPORATION Honolulu, HI Corporate Banking Officer November 2008 June 2010 Managed banking needs of top-tier corporate clients located in Hawaii and the U.S. mainland, including over $280 million in committed loans Processed corporate banking credit transactions in the range of $5 - $25 million from inception discussions through structuring, underwriting, and senior management approval Collaborated with CFOs and Treasurers of middle market companies to discuss on-going financial performance and served as the primary contact for all banking, account, and loan-related matters Corporate Banking Associate November 2007 November 2008 Assessed borrower s financial profile, industry, and business strategy as part of the bank s lending process Supported the underwriting of $110 million in Hawaii-based and nationally-syndicated corporate loans STOUT RISIUS ROSS, INC. Chicago, IL Financial Analyst March 2007 July 2007 Performed research, analysis and modeling for valuations of privately held companies for ESOP purposes Analyzed financial statements, discussed business strategy and development with management, and researched industry specific conditions to understand company operations Employed financial models to utilize various valuation methods including discounted cash flow, comparable publicly traded companies, and capitalization of cash flow when assessing value and solvency of company NORTHERN TRUST COMPANY Chicago, IL Portfolio Accounting Analyst November 2004 April 2006 Audited financial statements of multi-billion dollar pension funds for larger international corporations Verified all monthly fund and investment activity to assist clients in determining future financial decisions Handled new hire training and served as the bank s pension fund reporting expert by fielding and responding to all client and outside auditor questions Interests: World travels, business leader biographies, personal investing, surfing, and deep-sea fishing

9 TAL FOGELMAN (310) Idaho Avenue Santa Monica 90403, CA M.B.A., Finance and Real Estate June 2012 Leadership: Investment Finance Association 1 st Year Director of Investment Banking, Jewish Business Students Association 1 st Year Director of Events Membership: Anderson Real Estate Association, Entrepreneur Association, Anderson Soccer Club TEL AVIV UNIVERSITY Tel-Aviv, Israel B.A., Extended Economics and Management Studies September 2007 Honors: Summa Cum Laude (top 5% of the class) and president scholar from The Open University (First 2 years of undergraduate study) Leadership: Captain of the Soccer team ERNST & YOUNG Tel-Aviv, Israel Senior Consultant - Transaction Advisory Services - Real Estate Transactions February 2009 June 2010 Interacted with top management of public companies, overseas E&Y professionals and external consultants on various real estate transaction advisory engagements in the US, Europe and Asia Led the operational due diligence procedures for a 5-hotel portfolio acquisition valued at $140 million Conducted a fairness-opinion advisory utilized for AIM regulations; Examined and analyzed short-term CF projections through feasibility checks for a real estate development company operates in Eastern Europe Built a financial model and wrote a business plan to support a $72 million set of acquisitions of distressed residential properties in Miami, Florida Constructed a multi-scenario DCF model for the pricing of a $3 billion telecom company acquisition Consultant - Transaction Advisory Services - Real Estate Transactions May 2008 January 2009 Performed financial due diligence for the potential acquisition of a $100 million real estate company operating in Eastern Europe, analyzed debt structure and performance at a property and group level Analyzed and challenged the methodologies and assumptions of over 150 commercial and residential real estate property valuations, leading to revaluations in excess of $28 million Initiated and managed the build-up of an internal data base for real estate property valuations, resulting in time savings of more than 15% S.A.F. CONSULTING AND INVESTMENTS FUND Tel-Aviv, Israel Associate Investment Manager January 2007 May 2008 Managed total of a $11 million in client portfolios, achieving a 16% annual yield Analyzed financial statements of TASE (Tel Aviv Stock Exchange) and NASDAQ listed companies Responsible for all interactions with 7 clients, determined investment strategies and produced interim reports Initiated marketing efforts to successfully acquire 3 new clients with a total portfolio value of $3.5 million ENTREPRENEURSHIP Advisor of GreyStone LLC on a $10 million acquisition of agricultural land plots in Fresno, California (Current) Founder of Butchery de Bariloche, an Argentinean restaurant in Tel-Aviv, ISRAEL (2010) ADDITONAL Military Service: Completed 3 years as Staff Sergeant at the Israeli Defense Force radio station, supervising and leading a team of 8 soldiers to operate and maintain the studios network and infrastructure systems Volunteer Work: Junior Achievement, educational guidance for youth in distressed areas (through E&Y) Extracurricular: Former professional soccer player; Interests include skiing, wine collecting, cooking and international travel

10 BRYAN JOHN GRAVES (510) M.B.A., Concentration in Real Estate June 2012 Leadership: Admissions Representative, Riordan Mentor, Embracing Diversity Event Organizer Membership: Anderson Real Estate Association, Entrepreneurs Association, Net Impact, African-American Students in Management, Microbrew Club UNIVERSITY OF PENNSYLVANIA Philadelphia, PA B.A., Major: Philosophy, Political Science & Economics; Concentration: Economics; Major GPA: 3.5 May 2005 Awards: Most Balanced Man Scholarship awarded by Sigma Phi Epsilon Membership: Check One - seeks to increase community awareness of issues concerning multiculturalism Leadership: Captain, Varsity Baseball Team, 2004 & 2005 SHAMROCK REAL ESTATE San Francisco, CA Real Estate Sales Professional April 2009 August 2010 Co-represented Joyce Construction in sale of 26-unit condominium development totaling 22,394 square feet Procured contractual agreement for a 7-unit apartment complex in San Francisco for $1.36M Procured contractual agreement for a 4-unit complex in Berkeley, CA for $847,500 Appraised multi-family property values, drafted listing proposals, and presented to potential clients Negotiated contract terms to secure the sale or purchase of multi-family and single-family properties WELLS FARGO REAL ESTATE GROUP San Francisco, CA Financial Analyst September 2006 October 2008 Performed risk underwriting for construction loans, lines of credit, and mini-perm facilities for office, retail, industrial and residential properties (Average loan size of $20M) Executed comprehensive underwriting and analysis for a $7 million standing loan on an existing 132,000 square foot neighborhood retail center, consequently approved by Senior Credit Committee Analyzed property operating statements, leases, budgets, and rent rolls Prepared lease, appraisal, contractor, market, and financial reviews Evaluated property locations for visibility, accessibility, and feasibility via site visits and tours Presented findings in loan and portfolio meetings with Senior Credit members, identifying potential project risks HEADS-UP SUMMER ENRICHMENT PROGRAM Oakland, CA Teacher and Counselor at Head-Royce School June August 2006 Instructed 59 students in algebra and geometry and acted as personal advisor for 12 students REAL ESTATE INVESTMENT BUSINESS Berkeley, CA Self-employed, targeted investment in abandoned homes and pre-foreclosures November 2005 June 2006 Targeted prospective customers via direct mail, and newspaper and internet advertisements Established a joint venture with Kembo Investments to purchase single family home in Antioch, CA Purchased 3,600 square foot home subject to existing loan balance of $829M Partnered on attempt to discount the mortgage, successfully gaining a junior lien discount from $160M to $19M EL GAVILAN INVESTMENTS LP San Francisco, CA Real Estate Apprentice to Matthew Payne, General Partner June 2005 October 2005 Assisted in creation of pro formas related to residential development of two luxury single family-homes in Orinda, CA worth $2.05MM and $1.6MM respectively Reviewed legal documents, such as purchase contracts, leases, and profit sharing agreements Licensed California Real Estate Sales Professional May 2009 Present Member, Urban Land Institute, Young Leaders Group, San Francisco, CA August 2006 Present Elebaires Spanish Immersion Program, Buenos Aires, Argentina November 2008 January 2009 South American Backpacking Adventure January 2009 March 2009

11 RYAN HOLBROOK (805) M.B.A., Real Estate Finance June 2012 Leadership: Outreach Director for the Entrepreneur Association, Riordan Program Student Mentor Membership: Anderson Real Estate Association, Entrepreneur Association BABSON COLLEGE Wellesley, MA B.S., Business Management June 2005 cum laude; GPA: 3.39 Leadership: Raised over $15,000 for the Alumni Office, working 15 hours per week CHASE/WASHINGTON MUTUAL Calabasas, CA Mortgage Loan Officer, Los Angeles North Sales Territory August 2007-September 2010 Led the sales territory with $6.1 million & $9.8 million funded loan volume in June 2010 and August 2010, respectively, ranking #1 out of 110 salespeople through networking and sales efforts with realtors, CPAs, past clients, and bank partners Increased sales production by 38% from 2009 to 2010 through CRM system development and referral tracking Ranked 2 nd out of 850 salespeople in funded volume in Western U.S. spanning across 7 states, August 2010 Analyzed approximately 80 sets of clients financial documents per month for qualification purposes, and consistently led the team with an 85% success rate in the file quality audit Managed processing team to streamline procedures and ensure an optimal customer experience, leading to recognition as a 2009 National Achiever and invitation to the National Sales Conference Achieved $33 million in 2009 year-end funded loan volume by creating and adhering to a detailed marketing plan including telemarketing goals, direct mail, networking initiatives, and print advertising placement NEW CENTURY FINANCIAL Woodland Hills, CA Wholesale Account Executive July 2005-May 2007 Partnered with the internal processing staff to achieve efficiency in loan fulfillment and customer service; averaged $3 million per month in funded volume, mostly earned through repeat business and referrals Recognized as the #2 Rising Star in Southern California division, Q Presented products and services on-site to approximately 50 offices per month, with up to 40 clients per office Trained and coached clients on the features and benefits of using the online loan submission tool, which allowed for faster processing and less overhead costs RE/MAX OLSON & ASSOCIATES Westlake Village, CA Real Estate Assistant May-September 2002, 2003 Created system for client database and developed website Brainstormed and helped to implement marketing campaigns Avid participant in sports, namely soccer, golf, squash, and beach volleyball Member of the Anderson Outdoor Adventure Business Association and Joint Ventures Club Student in Dog-Training techniques

12 E DU C A T I O N T O DD H O L M A N Lindbrook Dr. #3, (858) 229- U C L A A ND E RSO N SC H O O L O F M A N A G E M E N T Los Angeles, C A Master of Business Administration, Concentration in F inance, GPA: 3.68 June 2012 Membership: Investment Finance Association, Anderson Real Estate Association Leadership: President Black Scholes Surf Club, Captain UCLA Anderson Rugby Team Awards: 2010 NAIOP Real Estate Challenge Silver Shovel Winner GMAT: 770 (99 th percentile) U C L A SC H O O L O F L A W Los Angeles, C A Juris Doctorate, GPA: 3.44 June 2012 Leadership: Journal of Environmental Law and Policy, Associate Editor & Business Manager LSAT: 172 (99 th percentile) UNI V E RSI T Y O F C A L I F O RNI A, SA N DI E G O La Jolla, C A Bachelor of Arts, Economics June 2005 Honors: Provost Honors E XPE RI E N C E SH A R TSIS F RI ESE, L LP San F rancisco, C A Summer Associate 2010 Executed and closed M&A transactions totaling over $65 million in the waste management industry, including due diligence and drafting the Opinion of Counsel Researched and updated title documentation for real estate acquired through merger, valued at over $600 million, for a Fortune 150 technology company Drafted and distributed a memorandum to hedge fund and investment advisory clients discus regulatory response to the recent Flash Crash and its impact on trading operations Designed the partnership structure of a hedge fund for a client, drafted and filed the partnership documents, and participated in discussions regarding the fund terms and financing US D EPA R T M E N T O F JUST I C E O F F I C E O F T H E US T RUST E E Los Angeles, C A Summer Intern 2009 Evaluated reorganization plans, analyzed financial statements and projected earnings for financial feasibility regarding business entities undergoing reorganization and liquidation in Federal Bankruptcy court Issued recommendations to the US Trustees, drafted memorandums, and filed ad hoc motions with the court C API T A L O N E F IN A N CI A L Richmond, V A Senior Business Analyst Designed, developed, and implemented a new dynamic, risk-based authorization policy, reducing the billion, while ensuring no decline in customer transaction volume Managed an analyst while designing a rewards upgrade strategy for a high-end credit card portfolio (2 million accounts) that benefited the customer base while increasing portfolio profitability by $10 million annually Business Analyst Implemented a rewards upgrade strategy which provided a positive customer experience for 200,000 customers while generating incremental net present value of $1 million through increased purchase and carry C A R M E L C A N Y O N, L L C San Diego, C A Analyst 2005 Discovered and successfully exploited an arbitrage opportunity in solar renewable energy credits (NJ) and A DDI T I O N A L Gourmet Cooking, Teaching (Accounting TA & Tutor at UCLA) Backcountry Skiing, Sailing, SCUBA Diving (Rescue Diver certified PADI)

13 ANDREW M. ISAACS Strathmore Dr. #416, Phone: (305) M.B.A., Finance and Real Estate GMAT 720 June 2012 Honors: Edith and John Titley Scholarship fellow Membership: Anderson Real Estate Association, Investment Finance Association, Greater China Business Association GEORGETOWN UNIVERSITY, McDonough School of Business Washington, DC B.S. in Business Administration, Majors in Finance and Management Major GPA 3.8 May 2005 Honors: Deans List Leadership: Georgetown Collegiate Investors, LLC Chief Marketing Officer Activities: Division 1 Men s Lightweight Crew COLUMBUS GROUP New York, NY Senior Associate - Corporate Strategy and Advisory May 2009 May 2010 Advised middle-market technology and cleantech companies on M&A, private placements, and corporate strategy Constructed financial models for M&A, LBO, DCF, comparable trading and transaction analyses Created client marketing material, management presentations, executive summaries, and information memoranda Identified and contacted potential strategic and financial partners STANFORD FINANCIAL GROUP New York, NY Associate - Investment Banking Technology/Cleantech Group July 2007 March 2009 Analyst - Investment Banking Technology Group July 2005 June 2007 Advised middle-market public and private clients in the technology and cleantech sectors Participated in the origination, analysis, due diligence and execution of merger and acquisitions, equity offerings, leveraged buyouts and recapitalizations with a combined deal value of over $200 million Conducted financial analysis and valuation including the construction of financial models for M&A, LBO, discounted cash flow, comparable trading and comparable transaction analyses Developed financial projections and presentation materials for companies based on industry-specific drivers, market positions, and trends, with special emphasis on trading and transaction activity within the technology and cleantech sectors Interacted extensively with CEOs and CFOs, analyzing business and industry, projecting financials, and structuring and executing customized transactions Identified, contacted and pitched to strategic and financial partners for M&A, LBO and private placements Actively managed a team of four junior analysts Contributed to numerous board presentations, drafting sessions, and due diligence meetings Selected Representative Transaction Experience: Electro-Optical Sciences, Inc. (NasdaqSC: MELA) - $21.3 million IPO, Co-Lead Underwriter Descartes Systems Group Inc. (Nasdaq: DSGX) - $29.9 million M&A, Buy-Side Advisor Elandia, Inc. - $35.0 million M&A and acquisition financing, Buy-Side Advisor Mainstream Holdings, Inc. - $29.6 million private placement, Placement Agent Reignmaker Communications - M&A and acquisition financing, Buy-Side Advisor, Placement Agent SMITH BARNEY Washington, DC Intern: Portfolio Management Group May 2003 August 2003 Worked directly with two Portfolio Managers to create new client relationships; made cold calls, organized seminars, and analyzed client portfolios Performed industry analysis and created detailed reports that tracked the performance on specific equity funds Series 7 and 63 NASD licensed Proficient with Capital IQ, FactSet, Thomson One Banker, VentureSource, Deal Logic Hobbies: personal investing, snowboarding, and rock climbing Travel: extensive travel on 6 continents (China/Tibet, Kenya/Tanzania, Brazil, Australia/Indonesia, Europe) most recently lived in Beijing, China for 2 months

14 JP Morgan Chase & Co. JOHN M. JO 230 Lille Ln #201, Newport Beach, CA (714) January Present Commercial Real Estate Banking - Sr. Credit Analyst / Underwriter Managed over $850MM in subscription, bridge and term loans for equity funds, financial institutions, and seasoned real estate developers. Extended financing on projects between $10 and $200MM in primary commercial markets. Verified the financial strength of borrowers, guarantors and institutional investors by analyzing balance sheets, bank statements, real estate portfolios, property rent rolls and tenant financials. Presented market and submarket risk analysis using REIS and CoStar resources to compare and contrast market conditions against the vacancies and effective rents of the subject properties. Drafted and presented Credit Approval Packages to senior credit committee requesting new credit or loan modifications for bridge, term, and tri-party takeout facilites. Project Manager (WaMu) Led delivery of an internal, web-based solution that complies with Basel II risk rating requirements. Worked as a liaison between business and technology to deploy the risk rating application to the bank s Commercial division. Forecasted business resource hours, technology costs, and capitalized expenses each month to keep track of actual versus projected costs. Stayed within the projected $3.8MM budget for the entire program over 18 months. Associate Project Manager (WaMu) Planned, piloted and implemented a new business process that reduced cycle times by over 50% within the Appraisal Review department. Created workflow streams and detailed operating instructions in order to standardize the division s operations across the department s 13 processing centers, nationwide. Assisted with expansion initiatives, adding processing centers in Chicago, Texas and Florida. Created project plans, Gant charts and identified key milestones to ensure each center opened on schedule and within budget. ACCENTURE November 2002 January 2005 Consultant Documented over 200 process flows to determine our clients current operations and identify areas of improvement. Organized and led strategic discussions with executive committees to create future, streamlined processes. Proposed initiatives in response to a newly passed state bill, giving the client the exclusive opportunity to capture over $500MM in new product revenue. Analyst Improved the daily operations of the client s processing centers. Managed both offshore and client resources in order to reduce the number of Accounts Receivables by 30%. Processed historical financial statements to find error patterns, eventually saving the client over $5MM in overpayments. ANDERSON SCHOOL OF BUSINESS Masters of Business Administration Candidate UNIVERSITY OF CALIFORNIA Santa Barbara, CA Bachelor of Art, Economics / Business March 2001 COMMUNITY INVOLVEMENT Surfrider Foundation Steering Committee Member (2008 Present). Member of the Urban Land Institute Young Leader s Group (2006 Present). Completed the Certificate of Light Construction and Development Management (LCDM) program at UCI Extension. Real Estate Salesperson license (non-practicing). Relevant Coursework: Commercial Lending 101, Underwriting Income Producing Properties, Cash Flow Analysis (RMA), Corporate Strategy (Accenture), Operations Management, Project Management, LEAN Methodologies.

15 Michael L Johnson 511 Montana Ave #5 Santa Monica CA M.B.A., Real Estate and Entrepreneurship June 2012 Honors: UCLA Anderson merit fellowship Leadership: National real estate case competition team; Panel leader for 2011 Entrepreneurship Conference Membership: Real Estate Association, Entrepreneur Association, Wine Club, Golf Club UC BERKELEY WALTER A. HAAS SCHOOL OF BUSINESS Berkeley, CA B.S. Business Administration May 2006 Honors: Graduated with Highest Honors (3.95 GPA); Phi Beta Kappa Honors Society Leadership: Member of Division 1 cross-country team; Founding member and treasurer of campus fitness club Awards: Balfour Award - Senior of the year of Sigma Chi chapter PRUDENTIAL MORTGAGE CAPITAL San Francisco, CA Senior Investment Analyst February July 2010 Evaluated acquisition and sales opportunities of whole loans, CMBS, and B notes of up to $200 million Co-managed $500 million commercial real estate CDO including asset management and pricing, monthly reporting, investor relations, and strategic planning. Successfully maintained all CDO covenants and performance measures and achieved a ROE of 102% Assisted with sale of $500 million of performing and distressed loans during market downturn with recovery rates above management expectations Managed and valued $250 million CMBS and CDO portfolio. Projected recoveries and losses on underlying assets and coordinated with finance team and external auditors to account for illiquid securities Underwrote over $200 million of stabilized and interim loans for various capital sources Analyzed strategic initiatives for new business opportunities and use of government facilities that resulted in a new lending partnership with a national bank GALLO SALES COMPANY San Francisco, CA Sales Representative July 2006 February 2008 Built and sustained relationships at 25 accounts across five chains including Safeway, Albertsons, and Rite Aid Managed portfolio of 35 brands and total sales of over $2 million per year Promoted after 6 months to the largest and highest profile territory in the San Francisco region Earned the following awards out of 50 sales representatives: Representative of the month May 2007, 4 th place September 2007, 7 th place Holidays 2007, numerous other individual and team incentives ONEHOPE WINE (PART TIME) San Francisco, CA Vice President - Charity Partnerships June present Launched San Francisco market for an entrepreneurial venture that donates 50% of all profits to charity Developed marketing and outreach program that created partnerships with 10 local charities. Fundraised and participated in various events in support of non-profit partners Sourced and managed over 30 promotional events generating over 10,000 impressions for OneHope Planned and implemented OneHope s business strategies and philanthropic goals Professional Membership: Urban Land Institute Volunteer: Leukemia and Lymphoma Society man of the year competition Skills: Commercial real estate, sales, Bloomberg, negotiation, public speaking Interests: Sports (specifically running), wine, fitness and nutrition, BBQ

16 Anouar Kartite 1911 Brockwell Ave Monterey Park, CA M.B.A., Finance December 2011 Membership: Investment Finance, Entrepreneurship, Net Impact and Real Estate. HASSANIA UNIVERSITY Casablanca, Morocco B.A. Civil Engineering June 1997 DYWIDAG SYSTEMS INTERNATIONAL Sales Engineer Long Beach, CA February 2007 Present Negotiated contracts with clients valued at $500,000 to $1 million. Secured an extension of payment terms to vendors from 30 days to 60 days resulting in cash flow improvement. Developed a new marketing strategy to introduce a new product to the market resulting in new business worth over $150,000. Improved customer service and lead time which led to an increase in market share of 7%. KHATRI INTERNATIONAL Pasadena, CA Project Manager May 2004 December 2006 Managed a team of six subcontractors to retrofit a historical building in Los Angeles, the African American Unity Center, and executed the $7 million, 12-month project, on time and on budget. Promoted new design to customers resulting in additional engagements of $3 million over 12 months. Identified and implemented cost savings measures which had a positive impact on clients. Public Works Administration Meknes, Morocco Project Engineer January 1998 April 2003 Estimated cost of various projects and change orders; requested and evaluated bid proposals. Provided reports of work progress and scheduled meetings between contractors and owners to find solutions to existing problems. Languages: Fluent in English, French and Arabic. Volunteer: Volunteered at fundraisers at Lamp community, a Los Angeles non-profit organization, that permanently ends homelessness, improves health and builds self-sufficiency among people living with severe mental illness. Hobbies: Tennis, Soccer and hiking.

17 Shahzad M. Khan Laurelwood Drive Unit #7 Studio City, CA (917) M.B.A., Strategy & Entrepreneurship (GMAT: 740) June 2012 Leadership: Director of External Affairs Management Consulting Association; Outreach Program Manager Entrepreneur Association; Section E Alumni Committee Chair Membership: Anderson Real Estate Association; Strategy & Operations Management Association WASHINGTON UNIVERSITY IN ST. LOUIS St. Louis, MO B.S.B.A., Majors in Finance, Accounting, and International Business (GPA: 3.6) May 2007 Honors: Olin Dean s List; National Dean s List; National Society of Collegiate Scholars Leadership: Rush Chair and Philanthropy Co-Chair Sigma Phi Epsilon Fraternity Internships: Investment Banking Morgan Keegan & Co. (Memphis, TN, Summers 2004 and 2005); M&A ABN AMRO (London, England and New York, NY, February 2006 August 2006) Morgan Keegan & Company Memphis, TN Intern, Equity Research May 2010 June 2010 Conducted a study of the 2010 U.S. Patient Protection and Affordable Care Act for head of healthcare IT coverage Analyzed the effects of the healthcare reform bill on a $2B healthcare company which resulted in coverage initiation Apna Sahara Primary School & Home Hyderabad, India Founder of Charitable Initiative April 2009 May 2010 Founded a charitable organization that transformed a youth orphanage into a primary school and home for 40 disadvantaged children Assembled and managed a team of six including a program manager, a school principal, 3 teachers, and a caretaker to teach and care for the children Raised over $20K through two fundraising campaigns that included creating and marketing an informational video highlighting the orphanage s transformation to U.S. donors Interviewed key officials of the Indian state department of education to design diagnostic examinations and develop a teaching curriculum for grades K through 5 Established a fundraising partnership with Children s Fund, a 501(c)(3), to expand donor base through tax incentives Atlantic-Pacific Capital, Inc. New York, NY Analyst, Direct Investments Group August 2008 February 2009 Developed the firm s merchant banking unit focused on sourcing, structuring, distributing, and investing capital for private equity transactions in excess of $50M Analyzed and marketed deals ranging in size from $50M to $500M in North America, Europe, and Asia in multiple industries including real estate, sports and entertainment, mezzanine finance, and financial services Prepared project returns analyses to screen potential transactions and composed marketing documents and presentations for all live deals Collaborated with client management teams in underwriting, marketing, and distribution process and prepared senior officers for investor presentations Bear, Stearns & Co. Inc. New York, NY Analyst, Global Industries Group July 2007 June 2008 Underwrote and analyzed M&A and capital-raising transactions with a total value of $8B as part of the real estate and healthcare deal teams Led a team of four analysts in constructing an analysis of the commercial REIT universe that was adopted by all real estate managing directors for use in client meetings Performed valuation analyses using comparable company, precedent transaction, DCF, and NAV methodologies Constructed LBO, merger, and levered / unlevered IRR analyses and created marketing and due diligence materials, internal committee memoranda, and management presentations for group deals Sports: Anderson Golf Club; Anderson Tennis Club Volunteer Work: Board Fellow of Upward Bound House (Santa Monica, CA)

18 ANKUR KOHLI, CFA, CAIA (310) M.B.A., Finance and Real Estate June 2012 Analyst: Anderson Student Asset Management (ASAM), a fund that seeks to exploit security mispricing via quantitative techniques based on academic research. Membership is awarded via a competitive selection process. Membership: Anderson Real Estate Association (AREA), Anderson Investment Finance Association (IFA). THE UNIVERSITY OF TEXAS AT SAN ANTONIO San Antonio, TX B.S. Computer Science, Magna cum Laude with Honors December 1997 CANYON PARTNERS LLC Quantitative Analyst 09/ /2010 Analyzed portfolio valuation, risk, and performance for $1.5 billion Emerging Markets Desk. Prepared reports that were used by the Portfolio Management team for allocation and trading decisions. Created spreadsheet models/macros that calculated analytics, such as Yields, Z-Spreads and Spread Durations for Bank Debt, and priced CDS contracts using the Bloomberg SNAC CDS calculator. Managed CDO Sentry, an application that integrated the compliance, waterfall, trading, reporting, accounting and reconciliation of the firm s Emerging Market CLO. Created proprietary data warehouse that captured ratings, security and index data from external vendors, such as Bloomberg, and generated customized chart books that were used by the Research desk to track market trends. WESTERN ASSET MANAGEMENT Pasadena, CA Project Manager 11/ /2007 Developed proprietary Order Management System used by the global offices to enter trades for various fixed income and derivative instruments, an Allocation Strategy application used by the trading desk to allocate block trades across accounts, as well as a Hedging system to allow the Corporate Desk to hedge corporate bond trades with Treasuries. Designed and developed a Collateral System to manage firm-wide swaps collateral, and mitigate counterparty risk by marking swap positions to market, and initiating collateral calls. Designed and developed a new Mortgage System that allowed the Mortgage Desk to identify, close, roll, and pair-off TBA positions firm-wide. ZEBORG INC. Senior Software Engineer 03/ /2007 Developed an internet-based business-to-business portal used by Fortune 500 firms to manage contract personnel. XDRIVE INC. Santa Monica, CA Senior Developer 10/ /2001 Member of a team that developed XEnterprise, a product providing secure Internet storage and universal file access to global enterprises WILSHIRE ASSOCIATES Santa Monica, CA Associate 01/ /2000 Designed and developed the Wilshire International Equity System, a system that generated performance and holdings data for critical Wilshire systems, such as Axiom, Atlas, and Equator. Member of a team responsible for the design and development of TUCS2000, an internet based application that provides access to fully customizable client reports. Trust Universe Comparison Service (TUCS) is the most widely accepted benchmark for the performance of institutional assets. Strong Excel Macro, Database Development and Programming (C#, Java, SQL) experience Proficient in Bloomberg (including Excel API), Capital IQ, EzeCastle, Geneva, Markit CDS and LoanX, Proficient in Microsoft Office applications, such as Access, Excel, PowerPoint, Project, Visio, and Word. Passed Level I of the Financial Risk Manager (FRM) exam in May, 2010.

19 Jai Pratap S. Kohli 2515 Greenfield Ave. Arcadia, CA (510) M.B.A., Real Estate Finance/Marketing June 2012 Leadership: President, Anderson Eats; Program Director, Entrepreneurship Association Membership: Anderson Real Estate Association; Marketing Association UNIVERSITY OF CALIFORNIA, BERKELEY Berkeley, CA B.A., Political Science May 2005 BV HOUSING PARTNERS, LLC Acquisitions Analyst July 2010 Sept 2010 Performed detailed property specific underwriting and valuations on targeted acquisitions at trustee sale on daily basis, analyzing over 50 properties per week Coordinated brokers, runners, contractors, and title to make buy decisions on selected acquisitions and communicated bid ceilings to bidders at courthouse steps once final analysis complete Produced research that was used by management to shift focus to more profitable investment targets increasing proforma portfolio IRR by 30% (22% IRR compared to 17% IRR) Developed multiple financial and cash flow tracking models in Excel used in investor presentations Responsible for asset management on portfolio of eight properties until successful disposition KILPATRICK & COMPANY INVESTMENT REAL ESTATE Oakland, CA Senior Associate June 2007 June 2010 Represented high net-worth clients on the acquisition and disposition of real estate assets totaling $75MM across 25 deals, negotiated LOIs, drafted Purchase & Sales Agreements, conducted all aspects of due diligence review and reported findings to principals, and managed escrow process; awarded 2007 Rookie of the Year; Managed team of four analysts to assist in all brokerage activities; oversaw their professional development Analyst June June 2007 Developed & implemented new online marketing strategy that led to 70% increase in inbound leads for brokers Hired, trained, and managed interns and back office staff; developed curriculum for New Intern Training Program and led weekly classroom sessions, resulting in increased intern productivity and 50% greater retention rate LAKESIDE INVESTMENT COMPANY Oakland, CA Senior Acquisitions Analyst March 2008-Dec 2008 Identified add-value and opportunistic multi-family investment property acquisition candidates for investment syndicate associated with Kilpatrick & Company, sourcing deals from broker network and direct from owners Underwrote proforma analysis on all potential acquisitions to arrive at leveraged and unleveraged IRRs using Excel across multiple sensitivities, producing waterfall analysis Implemented management plans to improve property cash flows; held weekly conference calls with asset & property management teams to track property performance; directly presented quarterly performance reviews to limited partners HOMEGAIN.COM, INC. Emeryville, CA Account Executive June 2005 June 2006 Developed and implemented online marketing campaigns for clients; utilized consultative sales techniques and selfinitiated prospecting to become a top producing sales person out of 45, awarded Salesperson of the Month four times and Salesperson of the Quarter once; closed largest deal in company s inside sales history Civic & volunteer service: Commissioner, Alameda County Human Relations Commission (2/2006-2/2008); Volunteer Coordinator, California Alliance to Protect Property Rights (2008); Volunteer Chef-Instructor, Southeast Asian Community Alliance (June 2009-Present) Software experience: Excel, Argus, C/C++, HTML, JavaScript, Tenant Pro, Salesforce CRM, ACT CRM

20 STAN KRASTEV 945 Weyburn Terrace, Apt C22,, M.B.A., Investments / Portfolio Management concentration May 2012 ROWAN UNIVERSITY Glassboro, NJ Bachelor of Science, Business Administration Finance May 2005 BANK OF AMERICA (BAC) Calabasas, CA Mortgage Operations / Credit Strategies, Assistant Vice President 2009 present Responsible for Loan Loss Forecasting and NPV Modeling under various enterprise stress testing scenarios Responsible for re-default analysis and quantifying the impact of borrowers delinquencies on the mortgage loan portfolio s actual monthly performance Consolidated the Loan Modifications efforts across various Loan Servicing groups to ensure accurate calculation of monthly net credit loss reserves and optimize P&L impact Credit Risk Management, Assistant Vice President 11/ /2009 Produced a monthly deck to monitor and control all activities in the consumer mortgage portfolio Developed innovative accounting policies and procedures to ensure accurate loan charge-offs and compliance with GAAP and FFIEC guidelines Streamlined processes to improve the quality of the Foreclosure pipeline and speed of REO disposition NATIONAL AUDITORS OF AMERICA (NAA) Orlando, FL General Auditor 1/ /2008 Prepared and guided hotel management companies through external audits Responsible for General Ledger management, invoicing, and expense reporting MORGAN STANLEY, Investment Management Finance New York, NY Financial Analyst 1/ /2008 Created an Investment Product Profitability reporting environment to measure and track the performance of all investment products including Alternative investments and minority stakes Partnered with MSIM portfolio managers to model sophisticated structured products Responsible for the production and maintenance of daily, monthly, and quarterly Profit & Loss reports using Excel, Access, Hyperion, SAS and SQL Studio Led the Weekly Dashboard automation process to reduce its production time by one business day MORGAN STANLEY, Global Wealth Management Voorhees, NJ Intern / Analyst 03/ /2006 Hired as a student-intern to collaborate with a SVP/Wealth Advisor in servicing clients and utilizing various Investment Managers financial services products; after graduation, was promoted to a full-time role Experienced with Advanced Excel, Access, Hyperion, SAS and SQL Studio Strong quantitative skills and experience with statistical modeling Advanced Accounting skills and knowledge of the General Ledger entry system Excellent negotiation skills and experience in reaching consensus in a corporate environment Good mortgage product knowledge and understanding of loan servicing operations Strong attention to detail and proven accurate reporting skills USA Permanent Resident and eligible for employment without any sponsorship requirements

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