Career Coaching

Jessica

Jessica was most recently at Hall Capital Partners, an investment advisory firm with approximately $20 billion of assets under advisement. She was an associate in the real assets group where she was responsible for research, identification, due diligence, and monitoring of real estate, energy and hard asset investments. Prior to business school, Jessica was a real estate associate at the KIPP Foundation where she negotiated and executed construction contracts and financing for site acquisitions and development projects.

Jessica also worked as a Finance Associate in the Real Estate Group and Operation Planning Group for Edison Schools. There she advised and executed on financing of charter school construction and acquisition projects, and managed $100MM in annual budgets across 15 schools. Jessica started her career as a Financial Analyst in Morgan Stanley's Financial Sponsors Group where evaluated strategic and structural alternatives for private equity clients and their portfolio companies.

Harvard Business School - MBA
Harvard University - BA

Consultation Length

Ozgur

Ozgur is a Senior Project Manager at Deltix Inc., where he helps develop program trading strategies for quant hedge funds, including several well-known clients with $10+ billion in assets. Between 2008-2010, Ozgur was a Senior Consultant with Americus Capital Advisors, LLC where he helped manage a long-short portfolio. Between 2001-2008, Ozgur was a Managing Director at Brencourt Advisors, LLC, where he managed a $400 million (long+short) event-driven portfolio, and supervised several analysts and traders. Prior to joining Brencourt, Ozgur was a Vice President at ING Furman Selz Asset Management, where he helped manage $1 billion in alternative investment assets through Taurus Capital International, Ltd.

Prior to ING Furman Selz, he was a Financial Analyst in the Mergers, Acquisitions and Corporate Advisory Department of Deutsche Bank from 1997 to 1999, where he worked on a variety of multi-billion dollar corporate transactions including mergers, acquisitions, leveraged buyouts, restructurings, and IPOs. Ozgur was promoted to Associate at Deutsche Bank prior to joining ING Furman Selz. Ozgur received the Chartered Financial Analyst ("CFA") designation in 2002. He is a member of the New York Society of Securities Analysts and a member of its Alternative Investments Committee.

University of Pennsylvania, Management & Technology Program The Wharton School - BS School of Engineering and Applied Science - BS Chartered Financial Analyst

Consultation Length

Dave

Dave was an Engagement Manager at McKinsey & Company, where he started as a generalist and later focused on Corporate Finance. He served clients in multiple industries on 3 continents, with particular focus on mining and automotive. Dave was actively involved in recruiting and coaching candidates at McKinsey, and in particular, provided his perspective to candidates with multiple offers based upon his own decision process out of business school.

In addition to serving as a Naval Officer, Dave has been involved in a number of entrepreneurial ventures over 5 years total, including CFO of an IT Services company; VoIP startups in the SF Bay area pre-MBA; and contract work writing business plans, advising on strategy & capitalization, and M&A.

University of Chicago, Booth School of Business - MBA
US Naval Academy BS

Consultation Length

Pierre

Pierre is currently a Senior Associate, part of a 3-person team at a multi-billion hedge fund, investing in merger arbitrage, special situations, and event-driven opportunities. In recent reviews, he was ranked as the #1 analyst based on a number of factors such as alpha generation, return on capital, and batting average.

Previously, Pierre was an Associate in the Equity Research Group at Morgan Stanley covering the Technology, Internet and Consumer Software sectors, with the lead analyst Mary Meeker. Prior to Morgan Stanley, Pierre worked in the Mergers & Acquisitions Group at Evercore Partners and in the Technology Investment Banking Group at Deutsche Bank Securities, where he was ranked thetop performing analyst at both institutions.

Dartmouth College, BA

Consultation Length

Jewell

Jewell spent 4 years working for Goldman Sachs, where she managed relationships with over 30 NYSE listed company clients in technology, media, and telecom. She also worked as a member of Goldman Sachs Japanese Research Sales team, where she served as an essential conduit between the firm's global long only and long/short money managers with up to $1 billion AUM. During her tenure at Goldman Sachs, she was an active member of the MBA recruiting team.

Since leaving Goldman Sachs, Jewell has successfully started two companies, Grande Properties LLC and Remember Our Day Inc. Jewell started her career at JP Morgan Chase as a Global Syndicated Finance Analyst, where she worked on debt financings ranging from $200 million to $4 billion in transaction size. She has also worked at Standard Chartered Bank where she was a Senior Credit Analyst.

University of Pennsylvania, The Wharton School - MBA
Hofstra University BBA

Consultation Length

Rob

Rob has nearly a decade of experience investing $2.2 billion in assets for private equity and hedge funds. He is co-founder of a private equity strategy that generated a return of 58% by improving the profitability of the portfolio companies through strategic, operational and financial initiatives. Rob has completed 15 private equity transactions in his career including leveraged buyouts, dividend recapitalizations, joint ventures, add-on acquisitions and turnaround restructurings. In his role as top advisor to the Chief Investment Officer of a $1.2 billion multi-strategy hedge fund, Rob led efforts to improve and expand the firm's investment strategies, which focused on investments in companies in the energy, insurance, manufacturing, distribution, consumer, real estate and financial services industry.

Rob began his career in private equity with Sterling Investment Partners, a $1.0 billion private equity firm focused on middle market companies. Also, he is a former investment banker for Piper Jaffray's financial sponsors group, where he focused on middle market transactions for private equity firms. Rob began his career in public accounting at Ernst & Young, where he earned his CPA certificate and served clients in retail, distribution, manufacturing and financial services.

University of Virginia - MA in Accounting
Saint Olaf College - BA
Certified Public Accountant

Consultation Length

David

David is a Business Strategist and Entrepreneur with more than 15 years of experience working with multinationals and leading organizations in the US, Latin America and Asia. He is currently the Founding Partner of B.E.R. Partners Inc, a Boutique Management Consulting firm that he started in 2005 with presence in Chicago; Bogota, Colombia; Shanghai, China; and New Delhi, India.

He has been both an internal and external consultant. Formerly, a Strategy Consultant for Booz Allen & Hamilton, he has been an advisor for companies such as: United Airlines, Clorox, Goodyear, BanColombia, and many others. He was also the Manager of Global Business Innovation and Corporate Growth for Eastman Company, a Fortune 500 corporation. David started his career in Bogota, Colombia where he worked for British Steel and BBVA Group/Granhorrar Bank, one of the largest commercial banks in Colombia. David is currently also Adjunct Professor of International Management of the Graduate School of Communications at Northwestern University.

Northwestern University, Kellogg School of Management - M.B.A.
Universidad de Los Andes - Graduate Degrees in Finance & Marketing
Pontificia Universidad Javeriana - B.S.

Consultation Length

Mark

Mark is the Chief Investment Officer of Shore Capital Management LLC, a firm that he founded two years ago. In this role, he has developed trading models for futures trading, publishes research on the markets, writes an economics column and consults to firms in the alternative investment industry. Mark has over two decades of trading, research, and business development experience in the alternative investment industry and is registered with the National Futures Association.

From 2007-2008 Mark was Head of Risk for Octane Research Inc, where he was responsible for quantitative risk management of the $1.1 billion assets under management. For the prior ten years, Mark worked at VK Capital Inc., a wholly owned subsidiary of Morgan Stanley with approximately $250 million assets under management. At VK Capital he was promoted to the Chief Operating Officer, a role in which he provided risk management and research expertise on portfolio issues, product development and business strategy. He is a frequent speaker at alternative investment events including events hosted by Goldman Sachs, Merrill Lynch, Morgan Stanley and the University of Chicago.

University of Chicago, Booth School of Business - MBA
DePaul University - BA

Consultation Length