Team Resume Book QUEEN’S UNIVERSITY INVESTMENT COUNSEL Executive Team
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QUEEN’S UNIVERSITY INVESTMENT COUNSEL Team Resume Book QUEEN’S UNIVERSITY INVESTMENT COUNSEL Executive Team 2 Mark Nerland 403.607.2077 | [email protected] EDUCATION Queen’s University Kingston, Ontario Bachelor of Commerce 2016 – Present – Academics: One of three recipients of the CFA Society Undergraduate Scholarship; D.I. McLeod Dean’s List Scholarship – Exchange: Completed an academic exchange at Copenhagen Business School in Copenhagen, Denmark (Winter Term, 2019) PROFESSIONAL EXPERIENCE BC Partners New York, New York Private Credit Summer Analyst Summer 2019 – Completed a 13-week internship within BC Partners’ ~$2B middle market credit fund, focusing on opportunistic credit, structured equity, and direct lending; scheduled to rejoin in a full-time capacity in July 2019 – Select Transaction Experience: o Aerospace, Opportunistic: First Lien Term Loan ($35M) ▪ Conducted investment due diligence on a distressed aerospace service company facing cyclical and regulatory headwinds ▪ Created an exit financing model to determine and sensitize IRR using various types of PIK and term loan debt structures o Industrials, Direct Lending: Last Out Unitranche ($25M) ▪ Evaluated an investment in a private equity-led buyout of a market-leading industrial products distributor and manufacturer ▪ Modelled detailed profit and loss build-ups to stress test the impact of various business performance cases on liquidity o Software, Direct Lending: First Lien Term Loan ($20M) ▪ Provided acquisition financing for a software company executing an international roll-up of PIM, DAM, and data analytics companies ▪ Constructed a financial model to analyze synergy execution risk of six acquisitions and liquidity under various scenarios Brookfield Financial Toronto, Ontario Investment Banking Summer Analyst Summer 2018 – Completed a 16-week internship within the Global M&A Advisory, Structured Finance, and Debt Advisory teams – Select Transaction Experience: o Buy-Side, Lead Advisor: Prospective Acquisition (>$1B) ▪ Assisted in the preparation of client presentation materials to advise on prospective M&A alternatives for a Canadian REIT ▪ Independently developed accretion/dilution models to evaluate five potential acquisition targets; determined offer prices and acquisition premiums through Net Asset Valuations, Precedent Transactions, and Comparables analyses o Refinancing, Lead Advisory: Private Portfolio Refinancing ($120MM) ▪ Supported the New York Structured Finance and Debt Advisory teams execute a 29-property medical office portfolio refinancing ▪ Led a Loan-to-Value model to refinance existing mortgages at various levels of indebtedness; determined implied portfolio value by analyzing 400 precedent transactions – resulted in senior management executing a mortgage financing request Brookfield Asset Management Toronto, Ontario Summer Analyst Summer 2017 – Supported a five-person team in the management of a Canadian portfolio of office properties valued at ~$9B – Developed a 200-page business strategy report with a 10-year investment horizon for the Canadian office portfolio; established net effective rent targets, capital plans, leasing statistics, and asset strategies EXTRACURRICULAR ACTIVITIES Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Executive Officer 2019 – Present – Selected as one of three executive members to lead a team of 33 students in managing a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Responsibilities include reporting to the Board of Directors, liaising with alumni and other stakeholders, managing growth initiatives, and analyzing investment ideas brought forward by sector teams – Organized numerous events including: QUIC Education Conference, QUIC-Burgundy Women’s Investing Series, QUIC-Burgundy Analyst Deal Competition, QUIC-RBC Stock Pitch Competition, QUIC-Peloton Speaker Panel, and QUIC Alumni Reunions Portfolio Manager (Financial Institutions Group) 2017 – 2019 – Formulated investment theses and capital allocation decisions for the ~$400,000 Financial Institutions portfolio; performed security selection and analysis through valuation methods such as NAV, Comparables, Precedent Transactions, and DCF analyses – Previous roles include Analyst (Commercial Real Estate Sector) ADDITIONAL INFORMATION – Athletics: Led Jr. A hockey team as an assistant captain; awarded Most Improved Player and Scholastic Player of the Year – Interests: Completed trips to countries across Europe, Asia, and Australia; interests include history and live theatre – Leadership: Selected from 250 applicants to welcome the Class of 2021 as one of 60 orientation week leaders at Queen’s in September 2017 – Volunteerism: Nominated for Leaders of Tomorrow Award by The Town of Okotoks, Alberta for outstanding community involvement Matthew Ferreira 647.537.9399| [email protected] EDUCATION Queen’s University Kingston, Ontario Bachelor of Commerce 2016 – Present – Awards: Recipient of the D.I. McLeod’s Dean’s List Scholarship for honor roll standing & the Queen’s Excellence Scholarship for an entrance average between 90-94.9% – Relevant Courses: Finance I (A), Financial Accounting (A), Mathematical Analysis for Management (A) – Exchange: Completed a 4-month exchange at the EDHEC Business School in Lille, France – Other: Selected as a teaching assistant for COMM 161, a first-year calculus course (2018 & 2019) Pickering High School Ajax, Ontario Ontario Secondary School Diploma 2012 – 2016 – Highest Proficiency, Financial Securities (92%) PROFESSIONAL EXPERIENCE Goldman Sachs San Francisco, California Investment Banking Summer Analyst Summer 2019 – Completed a 10-week internship within the Technology, Media & Telecommunications group Ontario Teachers’ Pension Plan North York, Ontario Private Equity Summer Analyst Summer 2018 – Completed an 18-week internship within the Consumer, Retail & Healthcare Group – Created a multi-scenario financial model which was used for a refinancing of a portfolio company, whereby the deal team renegotiated to buy- back of debt at a discount and replace it with a PIK preferred share investment – Constructed a vintage revenue model and a sum-of-the-parts through-the-cycle cash flow model for a Canadian self-storage company while incorporating multi-variable Monte Carlo simulations – Built an investment screen for 82 sub-sectors within the specialty retail industry, ranking sub-sectors from a weighted average of 10 criteria; subsequently developed an LBO model for target companies within the funeral home and cemetery and restaurant franchise sub-sectors ReStructure Consulting Toronto, Ontario Summer Analyst Summer 2017 – Researched and aggregated financial data to prepare charts and tables for PowerPoint presentations in client reports – Conducted a three-year rolling analysis of audited financial statements for a non-profit organization – Performed financial analysis of a non-profit organization including revenue, working capital and expense ratio calculations EXTRACURRICULAR ACTIVITIES Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Investment Officer 2017 – Present – Selected as one of three executive members to lead a team of 33 students in managing a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments (YTD absolute performance – Develop tactical asset allocation strategy; critically analyze investment ideas brought forward by sector teams; design and execute all fund performance measurements; present weekly on fund activity and report directly to the Board of Directors – Organized numerous events including: QUIC Education Conference, QUIC-Burgundy Women’s Investing Series, QUIC-Burgundy Analyst Deal Competition, QUIC-RBC Stock Pitch Competition, QUIC-Peloton Speaker Panel, and QUIC alumni reunions – Previously served as a Portfolio Manager and Analyst for the Energy and Utilities sector Queen’s Finance Association Conference Kingston, Ontario Education Director 2017 – 2018 – Developed new educational and industry-based initiatives throughout the school year (stock pitch competitions, mock interviews, networking events, etc.) – Managed weekly QFAC Digest updates and monthly article submission – increasing subscriptions by over 110% – Created, organized, and taught QFAC’s inaugural stock pitch tutorial to over 150 students – Previously served as an Education Coordinator, and wrote QFAC’s first monthly educational article generating over 2,000 views while working with the team to gather over 250 subscribers to the education initiative ADDITIONAL INFORMATION – Software: Bloomberg, S&P Capital IQ, Microsoft Office Suite, Thomson One Analytics, Oracle’s Crystal Ball Statistical Software – Hobbies: Hockey, Soccer, Football, Recreational skiing, Global politics, Reading and writing, Entrepreneurship (co-founder, smartARM) – Achievements: Ontario Minor Hockey Association Provincial Champion (2014), Finished 1st in the QUIC-Burgundy Deal Competition, acting as a mock M&A advisor on Coach’s $2.4 billion acquisition of Kate Spade (2017) Connor Steckly 519.801.9649 | [email protected] EDUCATION Queen’s University Kingston, Ontario Bachelor of Commerce 2016 – Present – Academics: D.I. McLeod Dean’s List with Distinction (top 10% of class); Queen’s Principal’s Admission Scholarship – Relevant Courses: Advanced Corporate Finance (A+), Finance II (A+), Introduction to Finance (A+) – Exchange: Completed winter 2019 semester abroad at