BRENDAN MCLAUGHLIN
*** ******** ****** #** *** York, NY 10007 732-***-**** ************@*****.*** ******@********.***
PROFESSIONAL EXPERIENCE
THE COGSVILLE GROUP NEW YORK, NY
Private Equity Real Estate Consultant Fall 2014
Consulting project to develop direct equity investment thesis for new fund focused on New York real estate.
Identified target markets, zoning regulations, and demographic trends to formulate investment thesis.
Conducted market and property research to identify entry strategies and potential acquisition sites.
Prepared materials related to potential acquisitions, including proforma models and investment memoranda.
COLUMBIA UNIVERSITY NEW YORK, NY
Associate Faculty, Graduate School of Architecture, Planning & Preservation Summer 2014
Summer appointment for the core Market Analysis for Development course in the MSRED degree program.
Assessed students’ mastery of course content and their ability to apply this learning to real world case studies.
Designed a grading rubric for the evaluation of papers, assignments and group projects.
HAPPOLD CONSULTING NEW YORK, NY
Consultant Intern Spring 2014
Research project focused on developing accommodations and revitalization strategy for an urban National Park.
Identified lodging solutions along a continuum of price points, guest experiences, and/or lengths of stays.
BANK OF AMERICA MERRILL LYNCH NEW YORK, NY
Vice President, Business Development – Enterprise Client Coverage 2010–2013
Member of cross-divisional business development/strategy team responsible for raising $20B+ in incremental assets for
Global Wealth Management (GWIM) from Corporate & Investment Banking (GCIB) clients.
Originated hundreds of private client and corporate wealth management services mandates.
Covered Investment Banking verticals: Real Estate, Industrials, Financial Institutions, and Energy & Power.
Advised senior Bankers and C-suite clients on wealth management strategies for M&A and equity transactions.
Developed and maintained strong relationships with senior leadership of GCIB and GWIM.
Assistant Vice President/Associate, Business Development – Merrill Lynch Global Client Coverage 2008–2010
Member of cross-divisional business development/strategy team responsible for driving incremental organic revenue growth for
Global Markets (GM) and GCIB from GWIM clients.
Facilitated 1,500+ new institutional transactions for both Investment Banking and Markets trading desks.
Screened and vetted corporate business plans, financials, and management for Banking and Markets transactions.
Created strategic business development plan to source Investment Banking opportunities from HNW clients.
Identified and coordinated coverage and cross-sell opportunities to expand share of client wallet.
Informed and engaged GWIM Advisors and Bankers on a variety of institutional products and services.
CITIGROUP NEW YORK, NY
Assistant Vice President – Investor Relations 2005–2007
Member of team responsible for developing and managing external communications with Citi’s institutional shareholders and
sell-side analysts regarding financial results, corporate strategy and acquisitions/divestitures.
Worked closely with CFO to prepare quarterly earnings presentations, talking points and call scripts.
Created strategic presentations, talking points, Q&A documents and scripts/speeches for CEO and other senior
executives for a variety of investor events.
Drafted corporate press releases and Q&A documents for a variety of company-wide announcements.
Advised senior management on market expectations for Citi.
Developed “first call” relationships with several buy-side institutional shareholders and sell-side analysts.
Organized investor conference events and smaller group meetings with CEO, CFO and other executives.
Prepared competitive analysis of companies in the financials sector each quarter for senior management.
Managed department Analysts and Associates.
Associate, U.S. Equity Research – Ground & Airfreight Transportation 2000–2005
Member of a top-ranked Freight Transportation Equity Research team as recognized by Institutional Investor, The Wall Street
Journal and Greenwich Associates.
Built and maintained integrated financial models for 20 companies under coverage.
Authored comprehensive transportation industry and company-specific research notes and reports.
Created Freight 101, a compendium report for institutional investors new to covering the transportation sector.
Performed P/E, EV/EBITDA and DCF valuation analyses.
Developed trusted working relationships with Institutional Sales professionals and Traders.
Awarded multiple research/trading commission votes for client service and industry knowledge from Fidelity
Management, a top focus account; one of only a handful of Associates to earn recognition in multiple quarters.
BRENDAN MCLAUGHLIN
VOLUNTEER SERVICE
MINDS MATTER OF NYC NEW YORK, NY
Director, Board of Directors 2011–Present
Elected to Board of Directors of this nonprofit whose mission is to transform the lives of accomplished high school students
from low-income families by broadening their dreams and preparing them for college success.
Serve on Organizational Development & Governance Committee, responsible for employee recruitment, retention and
advancement, in addition to organizational structure, guidelines and growth strategy.
Elected as Vice-Chairman for one-year term in 2012 to generally oversee and run Board alongside Chairman.
Co-headed Metrics Committee, responsible for developing internal and external metrics to position the organization for
stronger reporting capabilities, future growth and fundraising development.
Served on Real Estate/Space committee to identify optimum office space for full-time employees as well as meeting
space for each of the NYC programs to accommodate 500+ students and volunteers each Saturday.
Program Director, Executive Committee 2006–2011
Served as Co-Director of Senior Program for four years, developing program curriculum for students and volunteers.
Managed over 100 volunteers and 50 students each year with an annual program budget of ~$100K.
Achieved 100% acceptance rate of students to four-year colleges and universities.
Served as Co-Director of Student Recruitment & Placement for one year, recruiting over 100 high school students.
Successfully placed 100% of Sophomore and Junior students in competitive academic summer programs.
Delivered top-three placement results for each student at 30% below budget.
Served as Director of National Senior Program for one year, leading program development across all chapters.
Created a standard national curriculum that serves as an amalgam of new initiatives and best practices.
Rolled out standard curriculum to launch two new Minds Matter chapters in Los Angeles and San Francisco in
2011.
Volunteer Mentor 2003–2006
Mentored high school student who was the first generation in family to pursue higher education.
Helped student gain admission to highly competitive summer programs: Phillips Exeter Academy and Brown University.
Guided student through college admissions process and matriculation at Johns Hopkins University as a Bloomberg
Scholar.
EDUCATION
COLUMBIA UNIVERSITY NEW YORK, NY
Master of Science, Real Estate Development 2014
Scholastic Achievement Award, presented to top three graduating students.
Research Associate, Center for Urban Real Estate (CURE.).
Teaching Assistant, The Works: Challenges and Opportunities in Infrastructure.
Member, Student Admissions Committee.
JAMES MADISON UNIVERSITY HARRISONBURG, VA
Bachelor of Business Administration, Finance 1999
Omicron Delta Epsilon, Economics Honor Society.
ADDITIONAL
Citizenship: Dual Citizen, United States and United Kingdom
Affiliations: Urban Land Institute (ULI), The Architectural League, Municipal Arts Society of New York
Presentations: “The Nexus of Design, Real Estate Development and Infrastructure Financing: Transbay” prepared for
Advanced Graduate Architecture Seminar at Pratt Institute – Brooklyn, NY, December 2014
Computer Skills: Microsoft Office, SalesForce, Bloomberg, Reuters, NewsEdge, Factset, and StockVal
Licenses: FINRA Series 7 and 63
Certificates: USPTR Certified Tennis Teaching Professional
Awards: 2011 Bank of America Volunteer Service Award, $5,000 grant to nonprofit organization
Interests: real estate, design, non-profit leadership, education, tennis, music, film, sketch comedy, and travel