Burgess COMMENTARY

Peter Burgess

1st Joyce Meng CEO at Givology New York, New YorkFinancial Services Current Givology, MSD Capital Previous Goldman Sachs Investment Partners, Generation Enterprise (Formerly YouthBank), Opportunity International Education University of Oxford - Said Business School 500+ connectionsSend a messageMore options www.linkedin.com/pub/joyce-meng/8/602/237/ Contact Info Background Summary My name is Joyce Meng, and I currently reside in New York City. After receiving a Rhodes Scholarship, I graduated from Oxford University with a MSc in Economics for Development and a MSc in Financial Economics. I am deeply interested in microfinance and international development, with particular focus on social entrepreneurship and private financial sector development. To this end, I co-founded Givology (www.givology.org) and Generation Enterprise (www.generationenterprise.org). Now, I'm pursuing a career in investing in the city. To learn more about my background and interests, as well as view my blog, please visit my website at: www.joycemeng.com Specialties:Investing, Finance, Social Entrepreneurship Experience CEO and Co-Founder Givology March 2008 – Present (5 years 8 months) Givology (www.givology.org) is an online giving marketplace for education founded by University of Pennsylvania students (now alumni) to empower individual donors to connect with students and schools in need. By leveraging the Internet to support student scholarships and education projects through our network of grassroots partnerships, Givology links interested donors to community-driven initiatives in the developing world, such as teacher training, library construction, textbook purchases, among other activities. Notably, Givology makes giving easy, transparent, and rewarding, allowing any donor to track his or her impact through an online account to receive regular updates. Givology also emphasizes blogging, pen pal relations, dialogue about education delivery, and 1x1 connections with our students and projects. Our philosophy is “Give to Learn, Learn to Give” – every person has a responsibility to world and has something powerful to offer. As a 100% volunteer-driven organization, Givology pioneers a new model of “crowd-sourcing” philanthropy to make the largest impact at the lowest cost. We have raised over $390,000 to support over 3,100 students in 28 countries through 48 grassroots partnerships. Our organization has 6,000+ supporters on Facebook, Linked-in, and Twitter, 3,440+ registered donors, 17 chapters started at universities, high schools, and various cities, 30 core team members and 90 volunteers globally. We received the Intelius Award for “Best Student-Run Social Enterprise”, were rated a “Top Education Non-profit” by GreatNonprofits, won a significant Google Grant Award, in addition to being recognized by the Kairos Society as an innovative entrepreneurial venture. As we formed new connections through social media, we were extremely pleased to be featured in Nicholas Kristof’s inspiring book Half the Sky, Vivanista, Knowledge@Wharton, Philadelphia Inquirer, MTVAct, among other print and media sources. Analyst MSD Capital February 2012 – Present (1 year 9 months)New York City Conducted diligence and made investments in the oil services, chemicals, midstream/MLP, E&P, and coal space among other energy and industrial sub-sectors Analyst Goldman Sachs Investment Partners August 2010 – February 2012 (1 year 7 months)New York City Built financial valuation models and analyzed equity, derivatives, and debt investment opportunities in oil services and aerospace/defense. GSIP is a long/short equity hedge fund focused on fundamental investing CFO Generation Enterprise (Formerly YouthBank) January 2007 – September 2010 (3 years 9 months) Generation Enterprise is a small business incubator connecting street youth (aged 18-28) with the skills, mentors, and resources they need to launch their own businesses and pull themselves out of poverty. At the heart of Generation Enterprise is a unique business model that delivers impact in two phases: 1. A fellowship phase in which Generation Enterprise Fellows (former street youth) learn business skills on the job as employees in a community business, and 2. An entrepreneurship phase in which high-performing Fellows pitch their own business ideas and receive asset-equivalent microfinance loans and mentorship Once their loans are repaid, Generation Enterprise Fellows become independent business owners -- and local employers. Summer Analyst Goldman Sachs Investment Partners June 2009 – August 2009 (3 months)New York City Built financial valuation models and analyzed equity, derivatives, and debt investment opportunities in the industrials and healthcare sectors. Intern Opportunity International 2008 – 2009 (1 year)Oxford, United Kingdom Used econometrics to evaluate a financial literacy campaign in Malawi, designed child savings product and baseline surveys for Mozambique The World BankConsultant in the Finance and Private Sector Development Research Group The World Bank August 2008 – September 2008 (2 months)Washington DC Worked as a research assistant in the Finance and Private Sector Development Research Group. Analyzed patterns of international capital raisings and determinants of debt issuance. Performed cross sectional and multinomial logit regressions Bain CapitalSummer Analyst Bain Capital June 2008 – August 2008 (3 months)Boston Analyzed credit investment opportunities in the automotive and healthcare sectors at Sankaty Advisors, a $30B credit hedge fund of Bain Capital. Created valuation models, analyzed industry fundamentals, and prepared sensitivity cases to determine investment positions Goldman SachsInvestment Banking Summer Analyst in Natural Resources Leveraged Finance (Commodity Finance) Goldman Sachs May 2007 – August 2007 (4 months)New York City Created LBO and construction financing models, prepared sensitivity cases and industry analyses about the power and O&G sectors. Aided in the preparation of transaction marketing materials, analyzed financial statements, assisted in the execution of various live deals Client Assessment Fellow, Data Analyst Foundation for International Community Assistance (FINCA) Microfinance 2006 – 2007 (1 year)Washington DC, Mexico Conducted 800 client interviews in rural villages of four different Mexican states, presented poverty reach findings to FINCA Mexico head. Performed quantitative statistical analysis of social metric impact assessment data of village banking programs in Latin America Credit SuisseInvestment Banking Summer Analyst in Debt Capital Markets Credit Suisse June 2006 – August 2006 (3 months)Hong Kong Wrote daily and weekly market commentary, created pitch-books covering all of Non-Japan Asia, created Asia bond database with VBA Project Manager/Scholar Grant Recipient Nantik Lum Microfinance Institute 2006 – 2006 (less than a year)Madrid Created a project proposal and action plan for changing the Chiapas collective projects into a full group solidarity lending model. Supervised the writing, translation, and publication of the Nantik Lum research monograph for the European Microfinance Network Intern in the Retail Banking Marketing and Product Development Division Taishin International Bank June 2005 – August 2005 (3 months)Taipei Applied data mining techniques using SAS and SQL to perform marketing campaign post-mortem analysis for CRM, created database models Languages SpanishChinese Skills & Expertise 27Valuation 21Investments 14Finance 10Financial Modeling 9Social Entrepreneurship 1Education Education University of Oxford - Said Business School University of Oxford - Said Business School Master of Science (MS), Financial Economics, Distinction 2009 – 2010 As a Rhodes Scholar, I attended Oxford University (Balliol College), reading for a MSc in Economics for Development and a MSc Financial Economics. In June 2009, I completed with distinction the MSc in Economics for Development, receiving the Arthur Lewis Prize for Excellence in Development Economics and the George Webb Medley Prize for Best Overall Performance (Proxime Accesit). In June 2010, I completed with distinction the MSc in Financial Economics Activities and Societies: debate, ice hockey University of Oxford University of Oxford Master of Science (MS), Economics for Development, Distinction 2008 – 2009 As a Rhodes Scholar, I attended Oxford University (Balliol College), reading for a MSc in Economics for Development and a MSc Financial Economics. In June 2009, I completed with distinction the MSc in Economics for Development, receiving the Arthur Lewis Prize for Excellence in Development Economics and the George Webb Medley Prize for Best Overall Performance (Proxime Accesit). In June 2010, I completed with distinction the MSc in Financial Economics Activities and Societies: Debate, ice hockey University of Pennsylvania University of Pennsylvania BA, International Studies, 4.0 2004 – 2008 Activities and Societies: Givology, Generation Enterprise, Speech and Debate (captain, placed 1st with a 10-0 record and 2nd with 8-2 record in the 2006 and 2007 Pennsylvania State Championship tournament, led team to a 4th place victory at the 2007 National Championship Tournament) Ice Hockey, Violin, Wharton China Business Society, Wharton Asian Exchange University of Pennsylvania - The Wharton School University of Pennsylvania - The Wharton School Bachelors of Science, Economics (Finance), 4.0 2004 – 2008 Studied in the Huntsman Program of International Studies and Business. Minored in Mathematics and Spanish Thomas Jefferson HS for Science and Tech 4.2/4.0 2000 – 2004 Activities and Societies: Destination Imagination (captain), Speech and Debate (captain, led team to place in nationals and states), Future Problem Solvers (president, won first in the international competition), Anemos (first high school philosophy journal) Additional Info Interests Finance, Investing, Education, Politics, Economics, Development Economics, International Affairs, Languages, Debate, Microfinance, Social Entrepreneurship, Travel Honors & Awards Additional Honors & Awards Rhodes Scholar, 2008 George Webb Medley Prize for Best Overall Performance, MSc Economics for Development, 2009 Arthur Lewis Prize for Excellence in Development Economics, MSc Economics for Development, 2009 Selected as a Marshall Scholar, 2008 Phi Beta Kappa, 2008 Beta Gamma Sigma, 2008 Joseph Wharton Scholar @ UPenn, 2004-2008 Benjamin Franklin Scholar @ UPenn, 2004-2008 University Scholar @ UPenn, 2004-2008 Wharton Research Scholar @ UPenn, 2004-2008 StartingBloc Fellow, 2006 James Howard Weiss Memorial Award (given to one Penn senior demonstrating academic excellence), 2008 Delta Sigma Pi Scholarship Key (presented to graduating senior with the highest GPA at Wharton), 2008 Placed 1st with a 10-0 record and 2nd with 8-2 record in the 2006 and 2007 Pennsylvania State Championship Tournament, respectively Led team to a 4th place victory at the 2007 National Championship. Served as captain and coach on the only student-led team on the circuit for UPenn Organizations Additional Organizations Givology (www.givology.org), Generation Enterprise (http://generationenterprise.org), Debate, Destination Imagination Recommendations Given (4) Peter, would you like to recommend Joyce? Recommend Joyce Max Jaychuk Max Jaychuk Director of Analytics I highly recommend Max - he is among the best team members we've seen at Givology with his proactive attitude, ability to learn quickly, effective communication skills, quantitative background, and commitment to the cause. Max serves as our director of analytics, in which he processes and interprets the rich layer of user data from our site, which generates about 20,000 to...more August 27, 2013, Joyce worked directly with Max at Givology Jane Yoo Jane Yoo Art Director We wish we had more Janes on our team! Jane is incredibly talented with an eye for design and creative messaging. We're very fortunate to have her on her team. In particular, she currently manages the launch of our Givology product line for end of this year. With her design skills, excellent creative ability, penchant for entrepreneurship, and dedication, Jane would be an...more October 28, 2012, Joyce managed Jane at Givology Adam Harley Adam Harley Media Content Producer Adam is truly fantastic! He put a lot of dedication into our launch video, which exceded even our highest expectations. His work is extremely professional, creative, and delivered with a lot of passion and expertise. Moreover, he's very responsive and communicative. Even though we are a non-profit organization that couldn't pay the same rate as a commercial firm, we felt...more August 11, 2011, Joyce was Adam's client Genna Weiss Genna Weiss Director of Online Communication Genna is truly fantastic - she's creative, efficient, effective in managing her interns and social media team, and truly a go-getter with a great attitude! She helped us expand our social media strategy and professionalize our strategy for outreach. Genna brings a wealth of experience and has a strong entrepreneurial spirit. August 11, 2011, Joyce worked directly with Genna at Givology See More ConnectionsAll (500+)Shared (3) Jennifer Q. ChenJennifer Q. Chen2nd Director, Global Trading and Operations Connect2Givology Org.Givology Org.2nd Givology Connect2Jeisun WenJeisun Wen2nd Associate Director at Castleton Commodities International Connect1Sapna SirohiSapna Sirohi2nd GS Infrastructure Partners Connect1Timothy ChaiTimothy Chai2nd Student at the Wharton School Connect1Xiang LiXiang Li2nd Law Clerk at Morrison & Foerster LLP Connect1Lisa ZhouLisa Zhou2nd MBA Candidate at Harvard Business School Connect1Saurabh BajpaiSaurabh Bajpai2nd MBA Candidate at The Wharton School Connect1Sarah Skye GilbertSarah Skye Gilbert2nd Program Officer, Vaccine Delivery at Bill & Melinda Gates Foundation Connect1Gavin KielGavin Kiel2nd Research Assistant at Lawrence Berkeley National Laboratory Connect1 PreviousNext Groups Automated Trading Strategies (Algorithmic Traders of Stocks, Options, Futures, Commodities & Forex) Automated Trading Strategies (Algorithmic Traders of Stocks, Options, Futures, Commodities & Forex) Join Beta Gamma Sigma - The International Honor Society Recognizing Business Excellence Beta Gamma Sigma - The International Honor Society Recognizing Business Excellence Join Beta Gamma Sigma, Washington D.C. 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