KEYNOTE SPEAKERS:
RICHARD X. BOVE
Analyst
Rochdale Securities
Richard Bove entered the securities industry in 1965. He has held positions ranging from retail sales to Director of Research. For the past three decades he has been writing commentaries on the banking industry primarily for institutional investors although at one point he actually wrote a column for the American Banker.
In his career, Mr. Bove has been accorded recognition as an All-American analyst from the Institutional Investor poll, as a five star analyst for stock picking from Zacks and for accuracy in stock estimates from the Wall Street Journal. He is widely quoted in all major business publications and has appeared close to 400 times on the popular business networks.
__________________
WESLEY EDENSFounder and PrincipalFortress Investment Group
__________________
BLAIR EFFRON
Partner and Co-founder
Centerview Partners LLC
In 2006, Mr. Effron co-founded Centerview Partners, a leading investment banking boutique specializing in general advisory, mergers and acquisitions, divestitures, and principal investing. To date the firm has advised in over $350 billion in merger, acquisition, divestiture and recapitalization transactions. Notable transactions in which the firm has advised include the combined $150 billion spin-offs of Kraft and Phillip Morris International from Altria, the $5.6 billion acquisition of Dow Jones by News Corp. and InBev's $52 billion acquisition of Anheuser-Busch. Centerview also has $500 million of investment capital under management.
Mr. Effron began his career in investment banking in 1987. He first joined Dillon Read, which was eventually merged into SBC Warburg and then UBS. During his nearly 20 years with the firm he held a variety of banking and administrative positions including sitting on several management committees and rising to the position of Group Vice Chairman and a member of the Investment Bank Board of Directors. Mr. Effron has personally advised a broad range of Fortune 500 and multinational companies across many industries.
Mr. Effron sits on the Executive Committees of the Boards of Lincoln Center and the Brooklyn Museum of Art. He also sits on the Boards of Greater NY, New Visions for Public Schools and the Northside Center for Child Development, Inc. He is a member of the Council on Foreign Relations and a member of The Hamilton Project.
Mr. Effron received his AB from Princeton University and MBA from Columbia University. He is married to Cheryl Cohen Effron and is the father of one son and two daughters.
__________________
NED HOOPER
Chief Strategy Officer
Cisco
Ned Hooper is Chief Strategy Officer and Senior Vice President of the Consumer Business at Cisco.
As Cisco's Chief Strategy Officer, Hooper helps shape Cisco's business vision and strategy, partnering with Cisco's Operating Committee, Development Council, customer segment councils and Chief Technology Officer to identify the next key market transitions across the company's customer segments and develop integrated strategies that leverage all Cisco assets.
Hooper is responsible for Cisco's global growth strategy through business development activities including acquisitions, equity investment, and the incubation of innovative technologies.
As the leader of Cisco's consumer business, and member of Cisco's Development Council, Hooper drives the company's consumer strategy and Network as the Platform vision to deliver the next generation consumer experiences in video entertainment and communications.
Hooper is an 11-year veteran of Cisco. Prior to his current role, he was Vice President of Business Development, where he led the company's acquisition strategy focusing on growth opportunities by entering new markets and integrating innovative technologies into Cisco businesses. Through acquisitions including IronPort, Airspace, Linksys, Scientific Atlanta, and Webex, he has led Cisco's expansion in new markets, resulting in over $5 billion in additional annual revenue since 2002.
Hooper's strong management and direction have also created substantial strategic financial returns for Cisco. By leveraging the company's position as a corporate venture capitalist with a $2 billion portfolio, he has helped expand Cisco's opportunities in emerging countries and create new markets through innovation.
Previously, Hooper carried out Cisco's strategy for entering the packet telephony local services market and implemented a solution for carriers and cable operators to deliver Voice over IP services for consumers and small businesses. Hooper joined Cisco through the acquisition of Lightspeed International, where he was Director of Business Development responsible for implementing a global distribution strategy.
Hooper holds a bachelor's degree from the University of Colorado and a master's degree in business administration from the Darden School of Business at the University of Virginia.
__________________
JOHN LONSKIChief EconomistMoody's Capital Markets
__________________
HARVEY MILLER
Partner
Weil, Gotshal & Manges, LLP
Harvey R. Miller, born New York City, March 1, 1933; admitted to bar, 1959, New York. Admitted: United States Supreme Court, United States Court of Appeals for the Second, Third, Fourth, Fifth and Ninth Circuits; United States District Courts for the Southern and Eastern Districts of New York; New York State. Education: Brooklyn College (A.B., 1954); Columbia University (LL.B., 1959). Harvey R. Miller currently is a Senior Partner in the New York City based international law firm of Weil, Gotshal & Manges, LLP where he had been a member of the Firm's Management Committee for over 25 years and created and developed the Firm's Business Finance & Restructuring Department specializing in reorganizing distressed business entities and representing creditors, investors and purchasers of distressed businesses and assets. From September, 2002 to March, 2007, he was a Managing Director and Vice Chairman of Greenhill & Co., LLC, an international investment banking firm. Adjunct Associate Professor of Law 1974-76, and Adjunct Professor of Law 1976 to present, New York University Law School; Visiting Lecturer, Yale Law School, 1983-84; Lecturer in Law 2000 to present, Columbia University School of Law; Member, Board of Visitors Columbia University School of Law through 2002; Member, Dean's Council Columbia University School of Law 2003-present; Member, National Bankruptcy Conference; Fellow, American College of Bankruptcy; Fellow of the American Bar Foundation; Trustee, Committee on Economic Development; also he serves on the Board of Directors of the Metropolitan Opera. Frequent lecturer at continuing legal education and economic conferences.
Recipient of: 2005 Distinguished Service Award, American College of Bankruptcy; 2002 Lifetime Achievement Award, Emory University School of Law; 2001 Medal for Excellence, Columbia University School of Law Association
Publications include: Bankruptcy: An Invasion of Private Rights?, Workouts and Turnarounds II, Global Restructuring Strategies for the Next Century, John Wiley & Sons, Inc., 1999, Author and Co-Author; Looming Financial or Business Failure: Fix or File - A Legal Perspective; Corporate Governance in Chapter 11: The Fiduciary Relationship Between Directors and Stockholders of Solvent and Insolvent Corporations, 23 Seton Hall L. Rev. 1467 (1993); Team Leader of 2d Circuit Bankruptcy Law Project, including publication of The Development of Bankruptcy Reorganization Law in the Courts of the Second Circuit of the United States (Matthew Bender) (1995); Author, The Changing Face of Chapter 11: A Reemergence of the Bankruptcy Judge as Producer, Director, and Sometimes Star of the Reorganization Passion Play, 69 Amer. Bkcy. L.J. 431 (1995); Disinterestedness - The Chapter 11 Paradigm!" 7 J. Bankr. L. & Prac. 359 (1998); Chapter 11 Reorganization Cases and the Delaware Myth, 55 Vanderbilt L.R. 1987 (2002); Does Chapter 11 Reorganization Remain a Viable Option for Distressed Businesses for the Twenty-First Century, 78 Amer. Bkcy. L.J. 153 (2004); The Future of Chapter 11, 47 Boston College L.R.129 (2005); and The Implications of the Third Circuit's Armstrong Decision On Creative Corporate Restructuring: Will Strict Construction Of The Absolute Priority Rule Make Chapter 11 Consensus Less Likely?, 55 American University L.R. (5) 1345 (2006).
Representations include: Pacific Gas & Electric, Inc. - Attorneys for Parent Holding Company; Texaco Inc. - Attorneys for Debtor; Global Crossing, Inc. - Attorneys for Debtor; Safety-Kleen Corporation, et al. - Attorneys for Bank Lenders; Sunbeam Corporation - Attorneys for Debtors; Carmike Cinemas, Inc. - Attorneys for Debtors; Bruno's, Inc. - Attorneys for Debtors; Arch Wireless, Inc. - Attorneys for Bank Lenders; Bethlehem Steel Corp - Attorneys for Debtors; Green Mountain Power Company - Attorney for Utility; Continental Airlines Corp. - Attorneys for Debtors (1st chapter 11); Braniff Airways - Attorneys for Bank Lenders; Federated Department Stores, Inc., et al. (Campeau) - Attorneys for Bank Lenders; Global Marine, Inc., et al. - Attorneys for Debtor; W. T. Grant Company - Attorneys for Trustee; R.H. Macy & Co., Inc. - Attorneys for Debtors; Zale Corporation - Attorneys for Debtors; Rockefeller Center Properties, Inc. - Attorneys for REIT as Mortgagee; Marvel Entertainment Group, Inc. - Attorneys for Debtors; Storage Technology Corporation (STC) - Attorneys for Bank Lenders; Ionica plc (United Kingdom) - Attorneys for Parent Holding Company; Loral Space & Communications, Ltd. - Financial Advisor for Debtors; Delta Air Lines, Inc. - Advisor for Debtors; Delphi, Inc. - Advisor for General Motors; Collins & Aikman Corp. - Advisor for General Motors.
__________________
MARK ROSS
Lead Divestiture Partner, Transaction Services
PricewaterhouseCoopers
Mark has been a partner at PricewaterhouseCoopers since 1999 and has been a part of the PricewaterhouseCoopers Transaction Services Group since 1994, originally in Cleveland and now as the Transaction Services site leader in Miami. He has served numerous corporate and private equity clients and has extensive buy-side and sell-side due diligence experience. Mark has worked on transactions ranging in value from $20 million to $10 billion and specializes in transactions in the manufacturing sector, including the automotive, consumer products and chemical industries. He has also worked on transactions in the retail, technology and government contracting sectors.
Mark's experience includes acquisitions, joint ventures, carve-outs, cross-border transactions, adjustment mechanism disputes and arbitration submissions. He has led numerous divestiture efforts for underperforming and/or non-core divisions of large public companies and leads the firm's Divestiture Services practice.
In addition to his domestic deal experience, Mark has worked on numerous international transactions throughout the world, including deals in the United Kingdom, Germany, France, Spain, Japan, South Korea, Mexico and Brazil.
Mark has served as the lead Transaction Services partner for M&A activity at Corporate, with clients that include Harris Corp., Office Depot, Ryder System, Dana Corp., Eastman Kodak, The Goodyear Tire & Rubber Co., Lincoln Electric and Lubrizol. Additionally, he works with a number of private equity clients, including Sun Capital Partners and Kirtland Capital Partners.
Prior to joining the Transaction Services group, Mark was an audit senior manager, responsible for clients principally in the manufacturing industry. In this role, he guided two of his clients through initial public offerings. Mark joined PricewaterhouseCoopers in 1987.
__________________
STEVE YOUNG
Managing Director
Huntsman Gay Global Capital
Mr. Young is a Managing Director of Huntsman Gay Global Capital, a private equity buyout fund co-founded by Jon M. Huntsman, one of the world's leading industrialists, and Robert C. Gay, a former Managing Director of Bain Capital. Huntsman Gay has over $1 billion in committed capital and focuses primarily on middle market leveraged buyouts, growth equity investments and strategic investments in mid-cap public companies. Prior to his tenure at Huntsman Gay, Mr. Young was a co-founder and Managing Director of Sorenson Capital, a private equity fund which focused on middle market leveraged buyouts in the Western United States.
Mr. Young's professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News' Player of the Year from 1992 1994, and the NFL's Most Valuable Player for 1992 and 1994. In 2005, Mr. Young was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. Mr. Young is also the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles.
He founded and chairs the Forever Young Foundation which is actively involved in children's charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children's Miracle Network which has raised over one billion dollars world-wide to benefit children's hospitals.
Mr. Young has also served as the corporate spokesperson for companies such as Nike, Visa, Sun Microsystems, Sprint, PowerBar and ICON Health & Fitness, and has recently been profiled in a variety of publications such as the Wall Street Journal, Business Week, Worth Magazine, Sports Illustrated, People, Inside Sports and GQ.
Mr. Young is a graduate of Brigham Young University where he earned a J.D. degree from the College of Law as well as a B.S. in Finance and Political Science.
__________________
PANELIST:
MOHAMAD ALI
Senior Vice President of Corporate Development and interim Chief Marketing Officer
Avaya Inc.
Mohamad Ali is Senior Vice President of Corporate Development and interim Chief Marketing Officer at Avaya. Avaya is a leading global provider of business communications applications, systems, and services. In this role, Mohamad is responsible for Avaya's M&A strategy and execution, strategic partnerships, research labs, and incubation of new offerings. He also oversees the company's global brand strategy, marketing, and communications. Before joining Avaya, Mohamad was Vice President of Business Development & Strategy for IBM's Information Management division where he oversaw strategy, partner relationships, and M&A. His acquisitions included Cognos Incorporated ($5.0B), FileNet Corporation ($1.6B) and Ascential Software ($1.1B). Mohamad has also served as Vice President and general manager of several IBM business units, including Information Applications Software, EDA Software, Engineering Systems Services and GSM Semiconductors. Prior to IBM, Mohamad was an executive at software startup Neural Applications Corporation and an engineer at Adobe Systems. He holds BS/BA and MSEE degrees from Stanford University. Mohamad serves on the boards of Ember Corporation and the Massachusetts Technology Leadership Council. He was named to Boston Business Journal's 2008 "40 Under 40" list. Mohamad enjoys running, skiing and making weekend breakfasts.
__________________
MARIA BOYAZNY
Managing Director & Portfolio Manager
Sigular Guff & Company
MARIA BOYAZNY is a Managing Director and Portfolio Manager at Siguler Guff & Company, a New York-based private equity firm with assets under management of over $8 billion. Ms. Boyazny oversees Siguler Guff's flagship Distressed Opportunities Fund, with assets under management of over $4 billion, which is one of the largest institutional fund-of-funds focused on distressed and turnaround investing around the world. In this capacity, Ms. Boyazny designs fund strategy, identifies potential investments, negotiates investment terms and conditions, as well as selects direct investment opportunities.
Ms. Boyazny is a member of Siguler Guff's Investment Committee and is involved in all aspects of its investment activities. Ms. Boyazny serves on the Advisory Boards of many leading firms investing in restructuring and distressed situations in the U.S., Asia and Europe. She is active in researching theoretical issues and their application to successful strategies for distressed and turnaround investing in various markets. Ms. Boyazny is the author of several publications, a frequent conference speaker and media commentator focusing on various aspects of the restructuring and distressed securities business worldwide.
Prior to joining the firm in 1997, Ms. Boyazny was a member of the Investment Banking Division of Smith Barney Inc., where she specialized in providing merger & acquisition and other corporate finance services to financial institutions. Ms. Boyazny graduated with a degree in Economics, with a concentration in Finance and minor in Mathematics, from the Wharton School at the University of Pennsylvania. She received her M.B.A. from Columbia University.
__________________
CHARLES BRIZIUS
Managing Director
THL Partners
Charles A. Brizius is a Managing Director at THL. Prior to joining THL, Mr. Brizius worked at Morgan Stanley & Co. Incorporated in the Corporate Finance Department. Mr. Brizius has also worked as a securities analyst at The Capital Group Companies, Inc. and as an accounting intern at Coopers & Lybrand.
Mr. Brizius is currently a Director of Ariel Holdings Ltd. And Clear Channel Communications, Inc. His prior directorships include: Big V Supermarkets, Inc., Eye Care Centers of America, Inc., Front Line Management Companies, Inc., Houghton Mifflin Company, Spectrum Brands, Inc. (NYSE:SPC), TransWestern Publishing, United Industries Corporation and Warner Music Group (NYSE:WMG).
Mr. Brizius holds a B.B.A., magna cum laude, in Finance and Accounting from Southern Methodist University and an M.B.A. from the Harvard Graduate School of Business Administration.
Mr. Brizius presently serves as President of the Board of Trustees of The Institute of Contemporary Art, Boston and is a Board Member of The Steppingstone Foundation--a non-profit organization that develops programs which prepare urban schoolchildren for educational opportunities that lead to college.
__________________
PHILIP CANFIELD
Principal
GTCR Goldner Rauner
Philip Canfield joined GTCR in 1992 and became a principal in 1997. Mr. Canfield previously worked in the corporate finance department of Kidder, Peabody, and Co. He holds an MBA from the University of Chicago and a degree in Finance, with high honors, from the Honors Business Program at the University of Texas.
Mr. Canfield is a director of various companies including Solera, Sorenson Communications, SystemsNet and Triad Financial. In addition, Mr. Canfield was a director and played a key role in GTCR's highly successful past investments in AppNet, DigitalNet and CellNet.
__________________
STEVE DEEDY
Managing Director
AlixPartners
Steve is a Managing Director responsible for the co-leadership of the Enterprise Improvement Practice. He focuses on working with client executives to affect dramatic improvements in cost and performance. He has more than twenty-seven years of hands-on experience in building and managing businesses. His expertise includes information technology, operations restructuring and improvement, strategic planning, business development, and revenue and profitability growth. In industry roles Steve has managed research and development, manufacturing, planning, procurement, warehousing/inventory control and IT organizations.
Throughout his career, Steve has led significant information technology and performance improvement projects both as a consultant and as an industry executive. A few highlights include:
• Managed manufacturing operations, materials and supply chain for a high tech manufacturer
• Led post merger plant rationalization project for a semi-conductor manufacturer
• Led major ERP implementation projects including SAP, Oracle and JDE
• Managed projects to create Technology Strategic Plans
• Led whole company cost and performance evaluation for high technology manufacturer
• Led major process reengineering, cost reduction and restructuring projects
Steve holds a bachelor's degree in industrial management from the Georgia Institute of Technology. He also studied business administration at the Florida Institute of Technology's graduate business school. He holds certifications in production and inventory management as well as procurement/purchasing.
__________________
JAMES D. EPSTEIN
Partner
Pepper Hamilton LLP
James D. Epstein is a partner in the Commercial Department of Pepper Hamilton LLP. Mr. Epstein counsels boards and stockholders with respect to the full spectrum of business transactions, including mergers and acquisitions, securities offerings and other financing transactions, corporate carve-outs, joint ventures, restructurings and reorganizations, with a particular emphasis on representing private equity firms and their portfolio companies.
Mr. Epstein has significant experience with businesses in several industry sectors, including health care and financial services, automotive assembly and supply, telecommunications, distribution and manufacturing.
Mr. Epstein is the co-author fo "Considerations for Investing in Troubled Leveraged Buy-Outs," published by Business One Irwin in Workouts & Turnarounds, The Handbook of Restructuring and Investing in Distressed Companies, and has lectured on mergers and acquisitions for the Pennsylvania Bar Association's Continuing Legal Education Program and the National Business Institute.
Mr. Epstein has served as a speaker or panelist on several occasions, including two conferences sponsored by The Deal, focused on the mergers and acquisitions, at a conference sponsored by The Capital Roundtable focused on recent trends and techniques for investing in health care services companies, at Wharton Private Equity Conference, speaking on "Leveraged Buy-Out Strategies and Deal Structures," and before the Philadelphia Chapter of the Financial Executive's Institute speaking, on "Going Private Transactions."
Education
A.B./A.M. 1980 University of Pennsylvania
J.D. 1983 Emory University School of Law
Bar Admissions
Admitted to practice in Pennsylvania and New York
__________________
JOHN EYDENBERGManaging Director - Head of Financial Sponsor GroupDeutsche Bank
John Eydenberg is a Managing Director and Head of Deutsche Bank's Financial Sponsor Group based in New York. Prior to this, Mr. Eydenberg was Head of Deutsche Bank's Leveraged Finance Group in which he had been a senior member of the team in New York and London. In his current and former capacities, John has advised clients in the US, Europe, and Asia on debt financings including public and private bond issues, syndicated loans both non-investment grade and investment grade), equity and and equity-linked securities. John is a member of Deutsche Bank's Global Capital Markets Management Committee, Co-Chairman of the US Recruiting Advisory Board, member of the Global Recruiting Council and Co-Chairman of the firm's Vice President and Associate Compensation and Promotion Committee.
John joined Deutsche Bank after serving in Morgan Stanley's Leveraged Finance organization where he was most recently responsible for syndicated loan and bond transactions for industrial and natural resources companies.
John was a member of the team which developed the syndicated loan product for Morgan Stanley in 1996. John also worked as a consultant for McKinsey & Company and as an officer in the U.S. Navy.
John holds a Bachelor of Science degree from the U.S. Naval Academy and a Master of Arts degree from the University of Maryland. He is married to the former Darin White and has two children, Zachary and Sophia.
__________________
DAVID FANN
President & CEO
PCG Asset Management, LLC
Mr. Fann manages the strategy and day-to-day business operations of PCG Asset Management, LLC, and is a member of the PCG AM Investment Committee. Mr. Fann has over 23 years of experience in the private equity industry and has invested in over 25 leveraged buyout, private equity, and venture capital investments as a lead investor or co-investor. In addition, Mr. Fann has invested in numerous buyout, private equity and venture funds. Prior to joining PCG AM, Mr. Fann was the Founder and General Partner of Inflection Equity Partners, a technology buyout firm focused on "small cap" technology companies. He was a Managing Director at the United States Trust Company/U.S. Trust of New York, and Founder and Co-Head of their Private Equity Division. He was also the President and Co-CEO of three affiliated business development companies. Mr. Fann served on U.S. Trust's Strategy Review and Portfolio Policy Committees, which directed firm-wide investment strategy, policy and asset allocation for its clients' accounts. Earlier in his career, Mr. Fann was a Vice President of Citicorp Venture Capital Ltd. (and various affiliated entities including Citibank/Citicorp NA, Court Square Capital Ltd., and Citibank/Citicorp Investments Inc.). Mr. Fann has served on the board of directors of eleven companies and has served as a board observer for seven companies. He has a BAS in Industrial Engineering and Economics from Stanford University.
__________________
JOHN GLYNN
Lead Valuations Partner, Transaction Services
PricewaterhouseCoopers
John Glynn is a PricewaterhouseCoopers (PwC) Transaction Services practice partner. John is the national leader of the firm's Accounting and Valuation advisory group, and focuses on providing financial reporting advisory services to audit and non-audit clients. As a specialist in this area for over 20 years, John has led a wide selection of projects including IFRS conversion projects and IFRS accounting advisory services. John is based in New York.
Until mid 2003, John lived and worked in the European marketplace for over six years, as a leader in PwC's Global Capital Markets Group. In that role, he served a variety of the Firm's clients in connection with converting their financial statements to IFRS and their ongoing reporting for US capital markets purposes. John was a member of PwC's IFRS Transition Steering Group, a team that led the Firm's pan-European efforts in connection with the EU-mandated conversion to IFRS in 2005. John also served on a number of teams addressing various technical and professional issues relating to the change to IFRS in Europe, and was a frequent speaker on those topics.
His experience includes serving two years at the US Securities & Exchange Commission as a Professional Accounting Fellow in the Office of the Chief Accountant. During that time, he worked in a variety of areas, including assisting with the formulation of SEC rules and policies, working with SEC registrants to resolve complex accounting and reporting matters, and liaising with the US standard setting bodies such as the FASB and the EITF. John also has served as an accounting consulting partner in PwC's US Risk & Quality group.
John began his career with PwC in 1985.
__________________
KEN HANAUManaging Partner3i U.S.
Ken is the Managing Partner of 3i US Growth Capital. He has played a lead role in 3i's investment in Mold Masters, a world-leading supplier of speciality components to the plastic industry. He has also been involved in 3i's investment in Union Radio, the largest radio operator in Spain with a growing presence in the Americas.
Prior to joining 3i, Ken held senior positions with Weiss, Peck & Greer and Halyard Capital, leading investments in the industrial, media and business services sectors. Over his investing career, Ken has been involved in investments in Village Voice Media, Richelieu Foods, Color Associates, Tranzact, Shelter Distribution, and Presidio Network Solutions. Previously Ken worked in investment banking at Morgan Stanley and at K&H Corrugated Case Corporation, a family-owned business.
Ken is a CPA and started his career with Coopers & Lybrand. He received his B.A. with honors from Amherst College and his M.B.A. from Harvard Business School.
__________________
DAVID HINKELSenior ConsultantTowers Perrin
David Hinkel is a senior consultant in the New York Office of Towers Perrin. He is a member of the Global Merger, Acquisition and Restructuring Group focusing on mergers and acquisitions engaged in providing due diligence and post-closing implementation services to both the private equity community and strategic buyers.
His area of expertise is in aligning human resource strategies to financial results. He specializes in corporate transactions, including target screening, due diligence, implementation and post merger integration. He also has extensive experience creating employee benefit purchasing coalitions for private equity portfolio companies.
Prior to joining Towers Perrin, Mr. Hinkel spent fourteen years working for another large human capital consulting firm. His experience includes consulting to corporate and Taft-Hartley employee benefit programs, as well as extensive experience relating to due diligence reviews for mergers, acquisitions and divestitures.
He has worked with Hexion Corporation, Goldman Sachs, as well as private equity firms such as DLJ Merchant Bank, AEA Investors, Stonington Partners, JW Childs, NorthCastle Partners, Brera Capital, The Blackstone Group, TPG, The Carlyle Group, Cerberus and Oak Hill Investments. Prior to consulting, David spent three years working as an underwriter for a large mutual insurance company.
Mr. Hinkel holds a B.A. in economics and history from Union College in Schenectady, NY.
__________________
ANDREW HORROCKSManaging DirectorMoelis & Company
Andrew Horrocks is a Managing Director at Moelis & Company. Mr. Horrocks has over 17 years of investment banking experience and was most recently a Managing Director and Americas Head of Capital Goods and Transportation at UBS Investment Bank. At UBS Mr. Horrocks led a team of over 25 bankers and advised companies and governments in connection with cross-border and domestic mergers, acquisitions, divestitures, spin-offs and other strategic matters. In addition, he advised clients on a wide variety of transactions including equity and debt offerings, syndicated financings, debt exchanges and structured financings. Prior to UBS he worked at Bankers Trust Company, advising clients across a wide range of sectors. He was also an Acting Professor at Cornell University's School of Operations Research and Industrial Engineering.
Mr. Horrocks received a B.B.A. from the College of William and Mary and an M.B.A. from Cornell University.
__________________
RICHARD LAWSON
Managing Director and Co-founder
Huntsman Gay Global Capital
Mr. Lawson is a Managing Director and Co-founder of Huntsman Gay Global Capital. He is also a member of Huntsman Gay's Policy and Investment Committee.
Prior to the inception of Huntsman Gay, Mr. Lawson was a co-founder, Managing Director and member of the original four-person board of directors of the general partner of Sorenson Capital Partners, L.P., a private equity fund which focused on middle market leveraged buyouts in the Western United States. While at Sorenson Capital, Mr. Lawson was involved in all phases of the firm's development since its founding and had responsibility for originating, structuring and managing investments across a number of industries in middle market companies.
Mr. Lawson currently serves as a director on the boards of Provo Craft and Kiddie Kandids having completed his other remaining Sorenson Capital board obligations in 2007 as a result of the sale of both Vitron Manufacturing and Atlas Aerospace to Graham Partners as well as Amp Resources' cross-border sale to Italy's largest power company Enel SpA.
Mr. Lawson also serves as a director on the boards of Wasatch Adaptive Sports as well as the Forever Young Foundation, an organization that is a primary benefactor of a portion of Huntsman Gay's carried interest proceeds used to support extensive philanthropic work in children's causes around the world.
Prior to co-founding Sorenson Capital, Mr. Lawson served as President and Chief Executive Officer of Found, Inc., a Bain Capital portfolio company that provided inventory management solutions to major retailers and manufacturers. Mr. Lawson began his investment career in the Investment Banking Division of Morgan Stanley and worked in the New York and Tokyo, Japan offices as a member of the Corporate Finance and Mergers, Acquisitions & Restructuring Departments.
Mr. Lawson received an M.B.A. from Harvard Business School and a B.A. in Interdisciplinary Studies from Amherst College.
__________________
ELIAS MENDOZAVice President, Corporate DevelopmentIBM Corporation
Elias Mendoza is Vice President of Corporate Development, leading IBM's global Corporate Development efforts. Prior to this role at IBM, Elias was Managing Director of Corporate Development for Growth Markets and Japan, with responsibility for sourcing, executing and integrating IBM's inorganic activity across those geographies.
Before joining IBM in March 2006, Elias spent more than 12 years at Morgan Stanley, most recently in the Investment Banking division, where he led the cross-border transaction and private-equity banking efforts in Japan and Asia, co-led the Technology Banking business in Tokyo, and also had responsibilities of Chief Operating Officer in Japan. Prior to Morgan Stanley, he worked for Toronto Dominion Securities in New York and Toronto, where he focused on M&A in the paper and forest-products industries.
Mr Mendoza graduated from Princeton University and received master's degrees in international diplomacy and business administration from Georgetown University.
__________________
SEAN MURPHY
Vice President, Licensing/New Business Development
Abbott
Sean Murphy is vice president, Licensing/New Business Development. He was appointed to his current role in January 2003. Previously, he served as divisional vice president and general manager of Perclose (now part of Abbott Vascular).
Murphy joined Abbott in 1979 and held several positions in finance, operations and marketing within the Hospital Products Division (now Hospira), including divisional vice president, New Business Development for Abbott's Hospital Products Division. In 2000, he was named divisional vice president and general manager of Perclose.
Prior to joining Abbott, Murphy was an associate for an international management consulting firm.
Murphy is a member of the American Institute of Certified Public Accountants, the American Heart Association and the Licensing Executive Society.
Murphy earned a bachelor's degree in finance from Western Illinois University and a master's degree in finance from the University of Illinois. He is a Certified Public Accountant.
__________________
DUNCAN M. O'BRIEN, JR.
General Manager, Global Business Development
General Electric Company
Duncan was born in Colorado and attended Stanford University where he graduated with a B.A. Degree in political science in 1981. After a year working as a petroleum landman, he attended the Stanford Graduate School of Business and graduated with an M.B.A. in 1984. For the next 13 years, he worked in the Investment Banking Division of Goldman, Sachs & Co. in a number of different areas, including corporate finance, asset-related financing, structured finance, and new product development. From 1993 to 1995, he was Managing Director of Goldman Sachs Australia, the firm's Australasian affiliate. In 1997, Duncan moved to Kansas City to become Vice Chairman and Director of Investment Banking for George K. Baum & Company, a regional investment banking firm. In 1999, he formed his own company, Crescendo Capital Partners, LLC, an investment banking and private investment boutique.
Duncan joined GE Insurance Solutions as Business Development Leader in November 2004, where he led the business's strategic transaction activity, including the sale of Medical Protective Corporation to a subsidiary of Berkshire Hathaway Inc. and the sale of GE Insurance Solutions Corporation to Swiss Reinsurance Company. He also led the integration planning team for GE Insurance Solutions prior to the closing of its sale to Swiss Re. Duncan joined GE's Global Business Development team in Fairfield, CT during the summer of 2006, after the closing of the GE Insurance Solutions transaction.
__________________
RICHARD PETERSON
Director at Market, Credit & Risk Strategies
Standard & Poor's
Richard Peterson is a Director at Market, Credit & Risk Strategies (MCRS), a business of Standard & Poor's. MCRS provides investors with a deep level of information, data, analysis and transparency for valuing and analyzing asset-backed securities, corporate credits, credit derivatives and equity markets. In his current role at MCRS, Mr. Peterson provides in-depth evaluation of capital markets activity from M&A transactions, IPO issuance and fixed-income underwriting. Also, he provides commentary for CUSIP Global Services' CUSIP Trends, a monthly compilation of new securities issuance trends. Previously, he served as Chief Market Strategist at Securities Data Company and Senior Research Analyst at Thomson Reuters Propriety Research.
Mr. Peterson is the author of Inside IPOs (McGraw-Hill) and has frequently appeared on CNBC, PBS' Nightly Business Report and Fox Business News as well as being quoted in The Wall Street Journal, Financial Times and The New York Times.
Mr. Peterson earned a J.D. degree from Rutgers Law School and B.A. from Rutgers University.
__________________
ROBERT PROFUSEK
Partner
Jones Day
Bob Profusek is an advisor to substantial businesses, focusing on M&A/takeovers, restructurings, buyouts, and corporate governance matters, including executive compensation. He chairs the Firm's M&A Practice.
Representative M&A transactions include: Nextel Communications' merger-of-equals with Sprint; Ernst & Young's merger of its consulting business with Cap Gemini; numerous transactions for Wasserstein & Co., including its acquisitions of The American Lawyer, New York Law Journal, and New York Magazine; and numerous transactions for WL Ross & Co., including the acquisition and IPO of International Coal Group, the merger of International Steel Group and Mittal Steel, and its build-ups in automotive components, textiles, and mortgage servicing.
Other companies with which Bob has worked on substantial matters include Blackstone Group, Disney, Dole Foods, Goldman Sachs, Goode Partners, Harman International, Hewitt Associates, Hunt Petroleum, Lazard, Louisiana-Pacific, Macy's, Omnicom, Oryx Energy, PepsiCo., Procter & Gamble, RadioShack, Ryder System, and Trammell Crow.
Bob is a member of the boards of directors of two NYSE-listed companies. He has been featured in The American Lawyer's monthly "Dealmaker" column on several occasions and is included in Chambers USA, the International Who's Who of M&A Lawyers, Who's Who in American Law, The Best Lawyers in America, and The Best Lawyers in New York. He also is a frequent speaker regarding corporate takeovers and corporate governance, has authored or coauthored numerous articles, has testified before Congress and the SEC about takeover and compensation-related matters, and is a regular guest commentator on CNBC, CNN, Fox, and Bloomberg TV.
Honors and Distinctions
Named "Dealmaker of the Year" by The American Lawyer in 2005; recommended in Chambers Global 2008 for U.S. corporate/M&A; and recommended in Euromoney's Best M&A Lawyers in the World
__________________
HAL RITCH
Chairman, President & Chief Executive Officer
Sagent Advisors Inc.
Hal was previously a Managing Director and Co-Head of Global Mergers & Acquisitions at Citigroup Global Markets Inc. (formerly Salomon Smith Barney Inc.) from 2000 through 2003. Prior to that time, he held similar positions at Donaldson, Lufkin & Jenrette for several years, and then for a short time with Credit Suisse First Boston when it acquired DLJ. Before joining DLJ in 1991, he was a general partner of Freeman Spogli & Co., a merchant banking firm specializing in management buyouts. From 1983 to 1988, he was a Managing Director in Kidder, Peabody & Co.'s mergers and acquisitions department. He began his career in 1975 at Dean Witter Reynolds Inc. as a corporate finance generalist and later cofounded and managed that firm's mergers and acquisitions department. He has worked on over 600 completed M&A transactions during his career. Hal is a 1973 graduate of Stanford University with a BA in Economics. He received his MBA in Finance in 1975 from the Wharton School of the University of Pennsylvania.
__________________
KIMBERLY DAVIS RODRIGUEZ
Principal, Co-head Global Automotive Services
Grant Thornton
Kimberly Davis Rodriguez co-leads Grant Thornton's Global Automotive Services team with more than 20 years of experience in the automotive supply chain industry providing financial and operational expertise to a variety of stakeholders around the globe. She has focused her career on integrating finance, technology, operational expertise and insight for a comprehensive solution geared to improve performance of manufacturing entities.
Kimberly has also guided debtors, creditor committees and customers through corporate reorganizations, divestitures, liquidations, mergers and acquisitions, creditor negotiations and debt restructuring. In addition, she is skilled in operations management, plant productivity, job costing, inventory control and cash flow management.
Experience
Prior to joining Grant Thornton, Kimberly was a managing director in the Restructuring & Performance Improvement Group at Stout Risius Ross, Inc. She also was founder and president of Concorde Management Group, a Michigan-based Turnaround Management firm, for 10 years.
Preceding the formation of Concorde, she worked as a financial analyst with several State of Michigan business development and industry funding programs. She has served as debtor-in-possession, been appointed as receiver, provided expert witness testimony and has served as accountant/consultant to creditor committees.
Industry experience
She has successfully served stakeholders in numerous manufacturing related industries including but not limited to: stamping, plastics, die-casting, steel processing, machine building, screw machine, tool and die, transportation, engineering services and automotive assembly on a global basis.
Professional qualifications and memberships
In addition to being a member of numerous automotive, manufacturing and insolvency associations, Kimberly is often sought after by various global media forums and publications, including Bloomberg, The Wall Street Journal, Business Week, WWJ Radio, Automotive News and Supply Chain Magazine.
Presentations and publications
Kimberly has lectured and presented continuing education seminars on numerous financial topics related to supply chain risk management, performance improvement, creditor negotiations and financial restructuring in addition to leading Grant Thornton LLP's Automotive Analytics Group.
Education
Kimberly earned a Master's degree in Finance from Walsh College and a Bachelor's degree in Economics and Finance from Michigan State University.
__________________
PAUL J. SALEMCo-Founder and Senior Managing DirectorProvidence Equity
Paul Salem is a Co-Founder and Senior Managing Director of Providence based in our Providence office. Mr. Salem is currently a director of Asurion, Education Management Corp. and NexTag. Mr. Salem established Providence's London office in 1999 and returned to the Providence office in 2001. Before joining Providence, Mr. Salem worked for Morgan Stanley in corporate finance and mergers and acquisitions. Prior to this, Mr. Salem spent four years with Prudential Investment Corporation, an affiliate of Prudential Insurance, where his responsibilities included private placement financings, leveraged buyout transactions and establishing Prudential's European investment office. Mr. Salem received a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Brown University. Mr. Salem is Chairman of Year Up Rhode Island and a trustee of St. John's High School.
__________________
JEFFREY SCHMIDT
Partner
Linklaters
Jeff joined Linklaters in October of last year, after serving almost three years as Director of the Bureau of Competition at the U.S. Federal Trade Commission (FTC). As head of antitrust enforcement at the FTC, he was responsible for all of the FTC's merger control and conduct cases, overseeing a staff of 300. In private practice, he has extensive experience in merger control, cartel enforcement proceedings and private treble damage litigation. Jeff is widely acknowledged as one of the leading antitrust attorneys in the U.S.
During his time as FTC Director, Jeff led enforcement efforts against several proposed mergers, including challenges in the Whole Foods/Wild Oats, Inova/Prince William Hospital, and Equitable/Dominion matters. He also oversaw FTC teams in Allegan/Inamed, Fresenius/Renal Care Group, Boston Scientific/Guidant, Linde/BOC, Compagnie de Saint-Gobain/Owens Corning, Schering Plough/AkzoNobel, Johnson & Johnson/Pfizer, and Carlyle Partners/INEOS Group, Ltd., all of which resulted in consent orders requiring divestitures to resolve competitive concerns.
In the non-merger area, Jeff was responsible for supervising challenges in a range of conduct matters, including pharmaceutical patent settlements involving Cephalon and Warner-Chilcott, and MiRealSource and RealComp in the real estate industry.
Jeff is an active member of the Antitrust Section of the American Bar Association and co-chair of its Economics Committee. He is a former chair of the State Action/Noerr-Pennington Committee and Editor of the ABA Antitrust Section's monograph on the Noerr-Pennington doctrine.
Education
University of California, Hastings College of Law, J.D., Order of the Coif
Note and Comment Editor, Hastings Law Journal
University of California, Berkeley, B.A., with honors
__________________
DURANT D. SCHWIMMER
Senior Managing Director and Head of Capital Markets
Churchill Financial LLC
Durant D. Schwimmer ("Randy") is Senior Managing Director and Head of Capital Markets at Churchill Financial. Widely credited with developing loan syndications for middle market companies, he has over 28 years of experience in middle market finance, having spent the majority of his career in loan syndications and distribution building and developing relationships with middle market lenders and investors in middle market loans.
In his current position at Churchill, Mr. Schwimmer, is responsible for all loan capital markets activities, including loan structuring, syndications and distribution. Mr. Schwimmer also has primary responsibility for managing the firm's indirect origination platform, sourcing new business by tapping relationships with other mid cap participants. These include lenders - commercial finance companies, business development companies, mezzanine, hedge funds, and more traditional investors in middle markets loans and mezzanine securities - and financial intermediaries such as investment banks.
Churchill Financial, based in New York, is a leading middle market commercial finance and asset management business. It provides senior and mezzanine debt financing to smaller middle market companies, targeting private equity firms and other investors who focus on acquiring and growing their companies. Its asset management business has over $2 billion is leveraged loans across five funds, and has ranked in the top tier of leveraged loan managers with a 15 year track record.
Prior to joining Churchill, Mr. Schwimmer was a Managing Director and Head of Leveraged Finance Syndication for BNP Paribas where he structured and syndicated leveraged transactions for the bank's private equity clients. Before that, he spent 15 years at JP Morgan Chase in Corporate Banking and Loan Syndications in various capacities where he was responsible for originating, structuring and syndicating leveraged loans, including cash flow and asset-based loans along with junior debt such as mezzanine and high yield securities.
Mr. Schwimmer is the editor/publisher of "On The Left" (http://www.churchillfinco.com/), Churchill's weekly newsletter which reviews deals and trends in the capital markets. This publication has a unique focus on the middle market leveraged lending space and is read by thousands of influential industry participants.
Mr. Schwimmer is regularly quoted in leading industry publications such as The Deal, Buyouts, IDD, High Yield Report, Leveraged Finance News, Bloomberg News, and M&A. He has also been seen on Bloomberg TV, Fox Business News, and the BBC.
In addition, he is a frequent speaker at conferences, such as Reuters LPC Annual Loan Conference, Buyouts East and West, and the MasterClass Capital Roundtables, and is a member of the Thomson Reuters Advisory Board. Finally, he has taught classes in corporate finance and capital markets at Boston University School of Management and Georgetown's McDonough School of Business.
Mr. Schwimmer is a graduate of Trinity College cum laude and received his MA from the University of Chicago.
__________________
MARK SHAFIR
Head of Global Mergers & Acquisitions
Citi
Mark Shafir is the Global Head of M&A at Citi. He has more than 23 years of experience advising clients and leading top M&A teams. Among his most recent assignments, Mr. Shafir advised Hewlett-Packard on its $13.9 billion acquisition of Electronic Data Systems, CME Group on its $9.5 billion purchase of Nymex Holdings, Teva Pharmaceutical Industries Ltd on its $9 billion acquisition of Barr Pharmaceuticals, Inc., the sale of Lehman Brothers U.S. Broker-Dealer to Barclay's PLC, and Express Scripts $4.7 billion purchase of WellPoint's PBM business. Before Citi, Mr Shafir was Chairman and Co-Head of M&A at Lehman Brothers. He began his career in 1985 at Goldman Sachs. Mr. Shafir holds a bachelor's degree from Yale University, an MBA from the University of Pennsylvania and was a Marshall Scholar at Cambridge University's Kings College
__________________
JEFFREY SOLOMON
Chairman of the Investment Committee and Head of Strategy Cowen Group Inc.
Managing Member, RCG Holdings LLC
Jeffrey Solomon is the Chairman of the Investment Committee and Head of Strategy at Cowen Group Inc. He is also a Managing Member of RCG Holdings LLC.
Mr. Solomon joined Ramius when it was founded in 1994. As a Managing Member and member of the Executive Commitee, he was responsible for the development, management and oversight of a number of the investment strategies employed by Ramius.
From 1991 to 1994, Mr. Solomon was at Republic New York Securities Corporation, the brokerage affiliate of Republic National Bank, now part of the HSBC Group, where he was the firm's Chief Administrative Officer and a member of the Credit Committee of the firm's Board of Directors.
Mr. Solomon began his career in the Mergers and Acquisitions Group at Shearson Lehman Brothers.
Currently, Mr. Solomon serves on the Treasury Committee on Capital Markets Regulation sub-advisory Committee on Securitized Debt Markets. He is also on the Board of Directors of Tollgrade Communications (NASDAQ:TLGD), Hale & Hearty Soups, a New York based restaurant chain and NuGo Nutrition, the manufacturer of NuGo Nutrition Bars.
Mr. Solomon graduated from the University of Pennsylvania in 1988 with a B.A. in Economics.
__________________
SCOTT WINN
Senior Managing Director
Zolfo Cooper
Scott Winn, a senior managing director at Zolfo Cooper, has more than 25 years of
professional experience in finance, operations, and strategy, specializing in distressed
and underperforming companies. He provides hands-on leadership and creative advice
to distressed organizations, their creditors, investor groups and other stakeholders.
Professional Experience
• Scott's deep expertise covers a wide array of industries, including restaurant,
energy, health care, retail, telecommunications, financial services, manufacturing,
and other service sectors. He is currently serving as CRO of Pacific Energy
Resources Ltd., an oil and gas exploration and development company, as well as a
leading energy transportation and storage enterprise. In addition, he is advising
restaurant operator Buffets Holdings on its restructuring and Chapter 11
proceedings. Scott also assisted the New York Racing Association in its bankruptcy.
• At Enron, he was the management executive responsible for leading the efforts to
divest non-core businesses, resolve special purpose entities, and manage Chapter
11 processes; he also provided commercial oversight to complex litigation.
• Scott's previous assignments include either company or creditor representation for
Allegheny Health, Education and Research Foundation, Allegheny General Hospital,
Performance Transportation Services, Mariner Health Group and Special Metals,
Laidlaw and Apria Healthcare Group.
• His cross border experience includes the insolvencies of Fertilizantes Nitrogenados
de Venezuela, FertiNitro, CEC, a billion-dollar fertilizer plant; a major Venezuelan
oil producer; Winstar Communications, which had operations in Europe/UK, the
United States, Latin America and Asia; and One. Tel, an Australian wireless
telecommunications enterprise.
• Prior to joining the firm, Scott was a partner with Deloitte & Touche in
reorganization services. He began his career with J. Henry Schroder Bank & Trust.
Education, Certification & Professional Affiliations
• B.S. in business from Georgetown University
__________________
MODERATORS:
NATHANIEL BAKER
Senior Editor
The Deal
Nathaniel E. Baker leads The Deal LLC's coverage of middle market transactions.
Before joining The Deal, Baker was managing editor at Institutional Investor's Alternative Investment News, where he reported on hedge funds and private equity. While at Institutional Investor, Baker was also a contributor to Alpha Magazine and covered compliance and investment management for the Compliance Reporter newsletter. He began his career in journalism freelancing at several general business publications.
Baker earned a bachelors degree in international studies and French at Goucher College in Baltimore, Maryland
__________________
ANTHONY BALDOEditor, Newsletters and DatabasesThe Deal
__________________
DAVID CAREY
Senior Writer
The Deal
David Carey, perhaps best known for his profiles of corporate raiders and legendary dealmakers, is a senior writer on The Deal's private equity team.
A seasoned financial journalist, he has covered the markets since 1984 and has been following the buyout industry for more than 15 years. Before working at The Deal, Carey was editor of Corporate Finance from 1996 to 1998. He has also written and reported for Fortune, Institutional Investor and Adweek, where he penned the "Capital" column from 1992 to 1995. He launched his reporting career at Adweek.
Recognized for his private equity expertise, David is a frequent guest on CNBC, commenting on leveraged buyout deals and various private equity industry issues. He has also been quoted in The Sunday Independent, CFO, Charlotte Observer and Dallas Morning News.
Carey earned two masters degrees, one in French literature from Princeton University and another in journalism from Columbia University. He received a bachelor's degree at the University of Washington, from which he graduated magna cum laude.
Carey and former The Deal journalist John Morris are currently writing a book about Blackstone and the rise of the private equity industry. It will be published by Crown in late 2009
__________________
KEN KLEE
Editor, Corporate Dealmaker
The Deal
Kenneth Klee leads editorial operations for Corporate Dealmaker, launched by The Deal LLC in November 2003. A blog and quarterly report published in The Deal, Corporate Dealmaker provides a deeper understanding and a unique perspective on the trends that drive corporate growth.
Klee's previous editorial post was at Newsweek International, where he oversaw the magazine's business section as a senior editor. He wrote on international business topics for Newsweek's domestic and international editions and orchestrated various special sections on international economic and business trends. For much of the 1990's, Klee was the managing editor of Institutional Investor's international editions, responsible for coverage in Europe and Asia. He began his tenure at Institutional Investor in 1987 as a senior editor focused on commercial banking and Wall Street.
Klee started his journalism career at Forbes, working on the copy desk. Shortly thereafter, he moved to a technology publication, Datamation, as features editor and later to Venture Magazine as managing editor.
Klee earned a bachelors of arts degree in English literature from the University of Wisconsin.
__________________
WILLIAM MCCONNELL
Bureau Chief, Washington, D.C.
The Deal
Bill McConnell has been the Washington D.C. bureau chief for The Deal LLC since August 2005.
Before joining The Deal, he was the Washington D.C. correspondent for Broadcasting & Cable, where he spent seven years reporting on the debate over media ownership, the Federal Communications Commission's crackdown on broadcast indecency and the rollout of digital television. Previously, McConnell was a reporter for American Banker, covering Capitol Hill and banking regulators. He also worked at The Daily Record in Baltimore, tracking Maryland's public companies, the state's biotech industry and the Baltimore advertising industry.
He began his career at The Daily Times in Maryville, Tenn.
McConnell earned a master's in economic communication from American University in Washington D.C. and a bachelor's degree in journalism from the University of Tennessee.
__________________
MATT MILLER
Senior Writer
The Deal
Matt Miller has spent more than twenty-five years in business journalism, with much of that time based in Asia for The Asian Wall Street Journal. Miller opened The Asian Wall Street Journal's New Delhi bureau, was bureau chief in Manila and an investigative reporter based in Hong Kong, where he broke stories on a number of major financial scandals. He also was the Pacific Rim correspondent for The San Diego Union-Tribune and has contributed to the BBC, National Public Radio, Institutional Investor, Far Eastern Economic Review and the Los Angeles Times.
Most recently at The Deal, Miller has written feature stories investigating the successes and struggles of major metropolitan areas like Boston, Los Angeles and Detroit. Before that, he wrote extensively on issues related to the impact of immigrants and technology, especially in the Silicon Valley.
Miller was a Kiriyama Fellow at the University of San Francisco's Center for the Pacific Rim, the first journalist to be awarded this prestigious fellowship. He also taught Asian Studies at San Diego State University.
Miller received his bachelor's of art degree in Asian studies from Macalester College in St. Paul, Minn. and did post-graduate studies at the University of the Philippines.
__________________
SUZANNE STEVENS
Senior Editor, Corporate Dealmaker
The Deal
Stevens joined The Deal in 2004 and has been instrumental in expanding The Deal's coverage of corporate dealmakers and transactions. She focuses on a variety of corporate growth topics including outsourcing, research and development and post-merger integration. With the debut of The Deal's online video content, Suzanne frequently interviews senior-level advisers and corporate executives for a regular video series called "Inside the Deal."
Stevens was previously the editor for Fordham University's online news service and a contributor to Fordham Magazine. She came to New York from Portland, Oregon, where she spent four years as associate editor and senior writer at Oregon Business Magazine. Stevens began her journalism career in public radio, serving as a reporter/producer and on-air host for the National Public Radio news programs "Morning Edition" and "All Things Considered" at stations in Kentucky and North Carolina. She was also a regular contributor to NPR.
__________________
ROBERT TEITELMAN
Editor in Chief
The Deal
Robert Teitelman is editor in chief of The Deal LLC. As a member of the company's Executive Committee, Teitelman is responsible for the editorial operations of The Deal's print and electronic products. Teitelman has more than 20 years experience in financial journalism.
Teitelman joined The Deal in December 1998 from Institutional Investor, where he had worked since 1989. He began as assistant managing editor and was promoted to managing editor before becoming the editor of Institutional Investor in 1997. While at Institutional Investor, Teitelman also wrote news and feature articles on companies, including American Express, Lazard Freres and Banc One, and received awards from the Deadline Club and the American Society of Business Press Editors. Teitelman also worked as a writer and editor for Forbes and Financial World. In addition, he is the author of two books, "Profits of Science: The American Marriage of Business and Technology" and "Gene Dreams: Wall Street, Academia and the Rise of Biotechnology."
Teitelman is a graduate of the College of William and Mary and Columbia University.
__________________________________________________
