3D Pl
Resume:
%DFKHORU RI &RPPHUFH
*QLYHUVLW\ RI 0DGUDV,QGLD
3URIHVVLRQDO 3UDFWLFHV FHUWLILFDWHV
&RQVWUXFWLRQ 0DQDJHPHQW $VVRFLDWLRQ RI
$PHULFD
1$7,21$/,7<
,QGLDQ
'2%
XQH
*(2*5$3 3(5,(1
6DXGL $UDELD 4DWDU 8 QGLD
62)7:$5( 6 6
$FRQH[ 8QLILHU 3ULPDYHUD ([SHGLWLRQ
06 2IILFH 06 7HDP 6KDUH SRLQW 2QH 'ULYH
7ZHQW\ (LJKW \HDUV RI H[SHULHQFH LQ
WKH ILHOG RI 'RFXPHQW &RQWURO &RQWUDFW
0DQDJHPHQW ULJKW IURP 5)3 7HQGHU
%XOOHWLQV &RQWUDFW 'RFXPHQWV )LQDO
&KHFN DQG SURFHVVLQJ RI 3D\PHQW
$SSOLFDWLRQV DQG FRQWULEXWH VLJQLILFDQWO\
WR WKH VPRRWK DQG VXFFHVVIXO RSHUDWLRQ
RI WKH SURMHFW
3UHVHQWO\ LQ D 3URMHFW 0DQDJHPHQW
7HDP &OLHQW VLGH LQ -HGGDK GHYHORSLQJ
PHJD PL[HG XVH SURMHFW
6XPPDU\ RI ([SHULHQFH LQ WKH ODVW IRXU PDMRU SURMHFWV
$FWLYHO\ LQYROYHG LQ LPSOHPHQWDWLRQ RI ('06 (OHFWURQLF 'RFXPHQW 0DQDJHPHQW 6\VWHP XVLQJ 3ULPDYHUD &RQWUDFWV 0DQDJHU $FRQH[ 8QLILHU
3UHSDULQJ 5)3V 7UDQVPLWWLQJ WHQGHU GRFXPHQWV %XOOHWLQV FODULILFDWLRQV WKURXJK $FRQH
&RPSLOLQJ &RQWUDFW 'RFXPHQWV IRU WKH &RQWUDFW 3DFNDJHV DQG 0DLQWDLQ 7HQGHU &RQWUDFW
'RFXPHQWV
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
6HW RI ORFDO QHWZRUNV ZLWK KHOS RI,7 'HSW IRU FRPSOHWH 3URMHFW 'DWD IRU HDV\ DFFHVV RI 302 WHDP
&R RUGLQDWLRQ EHWZHHQ 0DLQ &RQVXOWDQW &RQWUDFWRU
'RFXPHQWDWLRQ IRU )LQDO 7DNH 2YHU FFHSWDQFH RI &RQWUDFW 3DFNDJHV
\D#JPDLO FRP
3URDFWLYHO\ HQJDJH /HDG RU 7HDP /HDG 'RFXPHQW &RQWUROOHUV RQ GHYLDWLRQV IURP VWDQGDUGV SURFHGXUHV
&RRUGLQDWHV DQG WUDLQLQJ IRU DOO QHZ HPSOR\HHV RQ WKH ('06
$XGLWV GRFXPHQWDWLRQ V\VWHP RI SURMHFW VWDNH KROGHUV LQ WKH 3URMHFW 6LWH SHULRGLFDOO\ 0RQLWRULQJ DQG WUDFNLQJ RI FRQWUROOHG GRFXPHQWV IURP LQLWLDWLRQ WR LPSOHPHQWDWLRQ
&RQYHQH PHHWLQJ DV ZKHQ QHFHVVDU\ ZLWK 3URMHFW 'RFXPHQWV 0DQDJHPHQW 7HDP
)ROORZ XS ZLWK WHDP PHPEHUV IRU RSHQ VWDWXV LWHPV 0DMRU 3URMHFWV LQYROYHG
6 QR 3URMHFW 2UJDQL]DWLRQ )XQFWLRQDO 5ROH 0DLQ
$O 5DLGDK +RXVLQJ
3URMHFW -HGGDK .6$
$O 5DLGDK,QYHVWPHQW
&RPSDQ\ 33$
6XEVLGLDU\
2ZQHU 'HYHORSHU
/HDG UROH LQ LPSOHPHQWDWLRQ RI
3URMHFW &RQWURO 6\VWHP 3ULPDYHUD
8QLILHU ORXG 9HUVLRQ DQG SURMHFW
PDQDJHPHQW VXSSRUW UROH LQ
EXVLQHVV SURFHVV RI &OLHQW
UHSUHVHQWDWLYH
.LQJ $EGXOODK )LQDQFLDO 'LVWULFW +LOO,QWHUQDWLRQDO 3URMHFW 0DQDJHPHQW
&RQVXOWDQW
.H\ WHDP PHPEHU LQ LPSOHPHQWDWLRQ
RI 3URMHFW &RQWURO 6\VWHP
3ULPDYHUD ([SHGLWLRQ DQG VXSSRUW
DOO EXVLQHVV SURFHVV RI 3URMHFW
'LUHFWRU
3HDU 4DWDU 3URMHFW
'RKD /D &LJDOH +RWHO
'RKD
4DWDUL $UDELDQ
&RQVWUXFWLRQ &R
&RQWUDFWRU
(VWDEOLVK 'RFXPHQW 0DQDJHPHQW
6\VWHP DQG OHDG UROH LQ PDQDJLQJ
DOO 'RFXPHQW FRQWUROOHUV
(PLUDWHV 3DODFH
+RWHO EXGKDEL (7$ $VFRQ *URXS
&RQWUDFWRU WHUQDO
&ODGGLQJ
(VWDEOLVK 'RFXPHQW 0DQDJHPHQW
6\VWHP LQ FR RUGLQDWLRQ ZLWK 7XUQHU
,QWHUQDWLRQDO 3URJUDP 0DQDJHU
DQG DOVR VXSHUYLVRU\ UROH LQ GDWD
WUDQVIHU WR 6WRQH IDEULFDWRU LQ,WDO\
DQG WUDFNLQJ WKH VKLSPHQWV
:RUN ([SHULHQFH
6LQFH $SULO
$O 5 QYHVWPHQW &RPSDQ\ 33$,QYHVWPHQW &RPSDQ\ 3URMHFW &R 2UGLQDWRU HDG 'RFXPHQW &RQWUROOHU
3URMHFW 5 RXVLQJ &RPSOH[ 3URMHFW -HGGDK 0DMRU PL[HG XVH GHYHORSPHQW LQ 1RUWK -HGGDK QHDU,QWHUQDWLRQDO $LUSRUW DORQJVLGH -HGGDK FUHHN WDUJHWLQJ SRSXODWLRQV LQWHQGLQJ WR DIIRUG D ZRUOG FODVV UHVLGHQWLDO DWPRVSKHUH ZLWK DOO WKH VHUYLFHV PDGH DYDLODEOH ZLWKLQ WKLV GLVWULFW
5HSRUWLQJ WR 2ZQHU 5HSUHVHQWDWLYH
5HVSRQVLELOLWLHV
&RPSOHWH 3URMHFW &R RUGLQDWLRQ DQG DVVLVWLQJ LQ SURMHFW PDQDJHPHQW VXSSRUW UROH IRU
&OLHQW
V 3URMHFW 0DQDJHU WR LPSOHPHQW 3URMHFW &RQWURO UHTXLUHPHQWV LQ FR RUGLQDWLRQ ZLWK 30&
3UHSDULQJ 5)3V 7HQGHU %XOOHWLQV &RQWUDFW 'RFXPHQWV LQ FR RUGLQDWLRQ ZLWK 30& DQG RXU &RQWUDFW 'HSDUWPHQW
7UDQVPLWWLQJ DQG IROORZ XS RI 5)3V 'HVLJQ 5HYLHZ 5HSRUWV 'HVLJQ 'RFXPHQWV WKURXJK
$FRQH[
)ROORZ XS RI 0DMRU SURMHFW VXEPLWWDOV LQ RUGHU WR HQVXUH WLPHO\ DFWLRQ E\ SURMHFW VWDNHKROGHUV
)LQDO FKHFN DQG 5HYLHZ DQG,3&V DQG IRUZDUGLQJ WR +HDG RIILFH IRU SURFHVVLQJ 6XSHUYLVLRQ DQG LPSOHPHQWDWLRQ RI 3''0 IRU WKH 'RFXPHQW &RQWURO WHDP LQ WKH SURMHFW ZLWK OHDG UROH LQ LPSOHPHQWDWLRQ RI 3URMHFW &RQWURO 6\VWHP 2UDFOH 8QLILHU
)ROORZ XS ZLWK SURMHFW WHDP IRU WLPHO\ GHOLYHU\ RI SURMHFW GHOLYHUDEOHV OLNH 5)3 7HQGHU
%XOOHWLQV 0RQWKO HHNO\ DQG 'DLO\ 5HSRUWV HWF 0RQLWRU DQG HVWDEOLVK :RUNIORZ IRU WKH EXVLQHVV SURFHVV RI YDULRXV GRFXPHQWV
-DQ 0DUFK
+LOO,QWHUQDWLRQDO 0LGGOH (DVW .LQJGRP RI 6DXGL $UDELD
([HFXWLYH $VVLVWDQW WR 3URMHFW 'LUHFWRU RFXPHQW &RQWUROOHU 3URMHFW .LQJ $EGXOODK )LQDQFLDO 'LVWULFW 5L\DGK
)LQDQFLDO &LW\ 3URMHFW D FLW\ LWVHOI ZLWK FRPSOHWH LQIUDVWUXFWXUH EHLQJ GHYHORSHG FRQVLVWLQJ RI
+LJK ULVH :RUOG 7UDGH &HQWUH HWF ZKLFK LV VHW WR EHFRPH )LQDQFLDO +XE DQG +HDG 4XDUWHUV IRU
0RQHWDU\ UHJXODWLRQ RQFH FRPSOHWHG
5HSRUWLQJ WR 3URMHFW 'LUHFWRU 2ZQHU V 5HSUHVHQWDWLYH 5HVSRQVLELOLWLHV
/HDG 7HDP PHPEHU LQ LPSOHPHQWDWLRQ RI 3ULPDYHUD &RQWUDFW 0DQDJHU
(QVXUH WKH VPRRWK WUDQVIHU RI SURMHFW GRFXPHQWDWLRQ EHWZHHQ &OLHQW 3URMHFW 0DQDJHPHQW DQG &RQVXOWDQWV &RQWUDFWRUV
$VVLVWLQJ LQ 7HQGHULQJ 3UH TXDOLILFDWLRQ 'RFXPHQWV RQWUDFW 'RFXPHQWV SUHSDUDWLRQ 7UDQVPLWWLQJ 5)3V 'HVLJQ 5HYLHZ GRFXPHQWV 5HSRUWV WKURXJK $FRQH[ 7UDFNLQJ DQG PRQLWRULQJ WKH GLVWULEXWLRQ VXEPLWWDO DQG UHFRQFLOLDWLRQ RI SURFHVV RU UHIHUHQFH GRFXPHQWV LQ DFFRUGDQFH ZLWK 'RFXPHQW &RQWURO 0DQDJHPHQW V\VWHP VWDQGDUGV HVWDEOLVKHG IRU WKH 3URMHFW
0DLQWDLQLQJ D KDUG FRS\ UHIHUHQFH OLEUDU\ RI DOO GRFXPHQWDWLRQ ZKLFK HQVXUHV TXLFN DQG HDV\ UHWULHYDO RI LQIRUPDWLRQ
5HJXODU IROORZ XS ZLWK 7HDP PHPEHUV IRU XSGDWLQJ UHOHYDQW VHFWLRQ RI 0RQWKO\ 5HSRUWV FROOHFWLQJ 3URMHFW 3URJUHVV SKRWRV IURP UHVSHFWLYH HQJLQHHU FRPSLOH DQG VXEPLW PRQWKO\ SURJUHVV UHSRUW
0DLQWDLQ DQ RUJDQL]HG V\VWHP IRU ORFDWLQJ GRFXPHQWV DGKHUH WR VHFXULW\ DQG FRQILGHQWLDOLW\ JXLGHOLQHV
(QVXUH UHWULHYDO RI DFFXUDWH DQG UHOLDEOH LQIRUPDWLRQ ZKHUHYHU DQG ZKHQHYHU UHTXLUHG
$WWHQG :HHNO\ 3URMHFW 3URJUHVV 0HHWLQJV WDNH PLQXWHV DQG FR RUGLQDWH ZLWK 3URMHFW 7HDP IRU UHVSHFWLYH LQSXW FRPSLOH DQG DVVLVW 3URMHFW 'LUHFWRU LQ ILQDOL]LQJ WKH PLQXWHV DQG IRUZDUG WR DOO 0HHWLQJ DWWHQGHHV
$VVLVW LQ 3UHSDUDWLRQ RI 3D\PHQW &HUWLILFDWHV 0RQWKO\ 3URJUHVV 5HSRUW DQG DOO RWKHU UHOHYDQW 3URMHFW 5HSRUWV
$VVLVW 3URMHFW 'LUHFWRU LQ SUHSDUDWLRQ RI SURMHFWV FRUUHVSRQGHQFH FRPPXQLFDWLRQV DQG JDWKHULQJ RI SURMHFW GDWD
)HE HF
4DWDUL $UDELDQ &RQVWUXFWLRQ &RPSDQ\ $&&
'RKD 'RFXPHQW &RQWUROOHU 6LWH $GPLQLVWUDWRU
3URMHFW /D &LJDOH +RWHO 3URMHFW 'RKD 3HDUO 4DWDU 3DUFHO 5HSRUWLQJ WR 3URMHFW 0DQDJHU 6U 5HVLGHQW 0DQDJHU
5HVSRQVLELOLWLHV
'UDIWLQJ 3URMHFW &RUUHVSRQGHQFHV DV SHU GLUHFWLRQV RI 3URMHFW 0DQDJHU IRU &RQVXOWDQW VXE FRQWUDFWRUV HWF
5HFHLYLQJ 7UDFNLQJ 5RXWLQJ DQG DGPLQLVWHULQJ DQG PDQDJHPHQW RI DOO 3URMHFW GRFXPHQWV IURP
&RQVXOWDQW 6XE &RQWUDFWRUV HWF
$WWHQGLQJ 6LWH 0HHWLQJV 7DNLQJ PLQXWHV GUDIWLQJ DQG ILQDOL]LQJ LVVXDQFH DIWHU ILQH WXQLQJ E\ 3URMHFW 0DQDJHU IRU DOO WKH :HHNO\ 6LWH 0HHWLQJ ZLWK &RQVXOWDQW DQG PDMRU VXE FRQWUDFWRUV
$VVLVWLQJ LQ 'UDIWLQJ DQG PDLQWDLQLQJ SURMHFW DQG FRQWUDFWXDO FRUUHVSRQGHQFHV 6LWH $GPLQLVWUDWLRQ DQG $FFRXQW +DQGOLQJ
-XQ DQ
(7$ $VFRQ *URXS 8$(
6HFUHWDU RFXPHQW &RQWUROOHU WR *HQHUDO 0DQDJHU 0DUEOH 'LYLVLRQ
)URP -DQ WR 6HS QYROYHG LQ P\ ILUVW PDMRU 3URMHFW DV 6HFUHWDU RFXPHQW &RQWUROOHU VVHW 0DQDJHPHQW
5HSRUWLQJ WR 3URMHFWV 'LUHFWRU 0DQDJLQJ 86 0LOOLRQ &RQWUDFW IRU D SUHVWLJLRXV (PLUDWHV 3DODFH +RWHO 3URMHFW $EX 'KDEL 8$(
5HVSRQVLELOLWLHV
+DQGOLQJ DOO VHFUHWDULDO IXQFWLRQV LQFOXGLQJ VHOI FRUUHVSRQGHQFH ZKHUHYHU UHTXLUHG
&RPSLOLQJ DQG SUHVHQWLQJ NH\ 0DQDJHPHQW,QIRUPDWLRQ 5HSRUWV DQG PDLQWDLQLQJ FRPSOHWH GDWD EDQN RI WKH VDPH
(VWDEOLVKHG 'RFXPHQW 0DQDJHPHQW 0RQLWRULQJ 6\VWHP IRU WKLV SURMHFW LQGHSHQGHQWO\ 6XEPLVVLRQ RI PDWHULDO LQVSHFWLRQ FKHFNOLVW IRU FRQVXOWDQW LQVSHFWLRQ
&RPSLOLQJ DQG SURYLGLQJ EDVH GDWD IRU 3URMHFW 0RQLWRULQJ 6FKHGXOLQJ DQG IRU 3D\PHQW
$SSOLFDWLRQV
$GPLQLVWHULQJ DQG 6XSHUYLVRU\ UROH LQ &RPSXWHUL]HG $VVHW 0DQDJHPHQW 6\VWHP
&$006 LQFOXGLQJ 6KLSPHQW 'HWDLOV RI YDULRXV LPSRUWV UHTXLUHG IRU WKH 3URMHFW
&RPSLOLQJ DQG SUHSDULQJ OD\RXWV IRU SUHVHQWDWLRQ GRFXPHQWV OLNH 0HWKRG 6WDWHPHQWV 3UH TXDOLILFDWLRQ GRFXPHQWV 7HQGHUV 0DQXDOV HWF 0DU 0D
QHUJ\ 6\VWHP,QGLD
/LPLWHG &KHQQDL,QGLD 6HFUHWDU\
WR &(2 3RZHU 3URMHFW 'LYLVLRQ
5HVSRQVLELOLWLHV
&RRUGLQDWLQJ ZLWK YDULRXV GHSDUWPHQWV LQ FRPSLOLQJ 0,5 0DQDJHPHQW,QIRUPDWLRQ 5HSRUW RQ YDULRXV DFWLYLWLHV L H %XVLQHVV 'HYHORSPHQW 3URMHFWV 3URFXUHPHQW
)LQDQFH 3HUVRQQHO HWF DQG SODFLQJ LW IRU WKH UHYLHZ RI &(2 DQG &0'
$UUDQJLQJ %RDUG /HYHO 0HHWLQJV ERWK LQWHUQDO DQG H[WHUQDO GUDIWLQJ PLQXWHV RI PHHWLQJ GLVWULEXWLQJ WR FRQFHUQHG RIILFLDOV IROORZ XS DQG NHHSLQJ WUDFN RI DFWLRQ WDNHQ RQ WKRVH PLQXWHV
&RPSLODWLRQ RI YDULRXV WHQGHUV (3& &RQWUDFWV HWF FULWLFDO SUHVHQWDWLRQV ZLWK UHJDUG WR 6WUDWHJLF %XVLQHVV 'HYHORSPHQW 6SHFLILF 3URMHFW $OOLDQFHV &RQVRUWLXP DQG 3URMHFW $VVLVWLQJ LQ SUHSDUDWLRQ RI VOLGHV LQ 3RZHU SRLQW IRU YLVXDO SUHVHQWDWLRQ WKURXJK
RQ YDULRXV SURMHFWV
'HF )HE
1(3&,QGLD /LPLWHG &KHQQDL,QGLD
6HFUHWDU\ WR 3UHVLGHQW :LQGPLOO 'LYLVLRQ
5HVSRQVLELOLWLHV
,QGHSHQGHQWO\ KDQGOHG ZLQGPLOO SURMHFWV HQTXLU\
7HDP PHPEHU LQ SUHSDULQJ WHQGHU GRFXPHQWV IRU YDULRXV WHQGHU SURMHFWV
$VVLVWHG LQ SUHSDULQJ 3URMHFW LPSOHPHQWDWLRQ VFKHGXOH DQG 'LVSDWFK VFKHGXOH 3URYLGLQJ &RPSOHWH,QIRUPDWLRQ RQ,QYRLFLQJ 'LVSDWFKHV PDGH IRU GLIIHUHQW VLWHV
'HYHORSHG 3URJUDPV LQ )R[3UR IRU *URXS 3URYLGHQW )XQG
Contact this candidate