Adam Cantor is a partner with the Tax & Estates and Employee Benefits and Compensation Planning Practices at Fox Rothschild LLP.  Resident in the firm’s New York office, Adam focuses his practice on employee benefits, ERISA, employment law, executive compensation, deferred compensation, including 409A planning and compliance, and business succession planning. His clients include private and public companies, limited liability companies, partnerships and individuals.

Adam also structures and manages employee benefits-related business transactions such as ESOP purchases of employer stock and qualified plan spin-offs, mergers and consolidations. In addition, he counsels compensation committees of public companies with respect to executive compensation matters. In addition, Adam represents clients in their dealings with the Internal Revenue Service, the United States Department of Labor and various other government bodies.

Adam counsels clients in connection with:

• Design, operation and administration of qualified and nonqualified retirement plans
• Equity compensation plans
• Health and welfare plans
• Employee benefits and equity compensation-related federal securities law issues and planning opportunities in the context of corporate transactions
• Fiduciary compliance matters under ERISA and advising clients with respect to investment-related prohibited transaction issues, special fiduciary issues presented by ESOPs and 401(k) plans with employer stock as an investment option and general fiduciary standards and best practices
• Structuring and negotiating executive/key employee compensation and benefits packages
• ERISA litigation strategies and pension matters arising in connection with bankruptcy proceedings
• Myriad of legal issues applicable to medical, disability and other welfare plans, including compliance with HIPAA, COBRA, the ADEA and other federal and state laws

A frequent presenter on various employee benefits-related issues to professional groups, accounting firms and employee benefits consulting firms, Adam has also written extensively on a wide range of ERISA and employee benefits issues such as ERISA Section 404(c) compliance; design and administration of deferred compensation and equity compensation plans; ERISA and SEC fiduciary compliance; Sarbanes-Oxley 401(k) plan issues; COBRA compliance; health care issues arising in connection with reductions in force; HIPAA Privacy Rule compliance; extensions of employee benefits to domestic partners and same sex spouses; and employee benefits issues arising in the context of bankruptcy.

Adam earned his LL.M. in Taxation and his J.D. from New York University School of Law in 2000 and 1997, respectively, his M.A. from Columbia University in 1987 and his B.A. from Wesleyan University in 1985.

 

David Craig is the Northeast Regional Manager for Host Analytics, responsible for sales operations and customer satisfaction in many of the company’s largest clients. He has over 25 years of software solution experience working in both Financial Application solutions and Technical Consulting roles. He focuses on helping his customers by aligning the solution to their most pressing operational problems with the core competency of his company, and building a business case for change that values process improvements.

Prior to joining Host Analytics, David served as Vice President of Sales at Advanced Visual Systems. Regional VP at Hyperion, Global Account Executive @ SAP, Applications Account Executive at Oracle, and Systems Engineer at IBM. He received an MBA in Operations Research for the Whitman Graduate School of Business at Syracuse University and a Bachelor of Science in Accounting and Finance from Syracuse University.

 

Thibault Cuny is Chief Financial Officer for Pernod Ricard USA, the premium spirits and wine company in the U.S., and the largest subsidiary of Paris, France-based Pernod Ricard SA.  In his role as CFO, Thibault oversees all financial operations at Pernod Ricard USA, with the goal of delivering sustainable value growth and cash generation. He also is responsible for the company’s Information Technology group.  

Thibault is a graduate of Edhec Business School in France.  After several years at Arthur Andersen and Ernst & Young in Corporate Finance, Thibault joined Pernod Ricard in October 2003 as Audit and Development Manager at the global headquarters office in Paris where he was notably involved in the Allied Domecq acquisition.   He subsequently was named Executive Vice President – Finance at Pernod Ricard South Asia based in New Delhi, India, before joining Pernod Ricard USA in March 2009 as CFO.  Thibault is member of the PRUSA Executive Committee.
 
Pernod Ricard USA is based in Purchase, New York, and has roughly 1,000 employees across the country.  The company’s leading brands include such prestigious spirits as ABSOLUT Vodka,  The Glenlivet® Single Malt Scotch Whisky, Chivas Regal® Scotch Whisky, Jameson® Irish Whiskey, Seagram’s Extra Dry Gin®, Beefeater® Gin, Plymouth™ Gin, Martell® Cognac, Malibu®, Kahlúa® Liqueur, Hiram Walker® Liqueurs, Pernod® and Ricard®; such superior wines as Jacob's Creek® and Brancott Estate®; and such exquisite champagnes and sparkling wines as Perrier-Jouët® Champagne, G.H. Mumm™ Champagne and Mumm Napa® sparkling wines.  Pernod Ricard USA urges all adults to consume its products responsibly and has an active campaign to promote responsible drinking. For more information on this, please visit: www.acceptresponsibility.org.

 

Mike Devine was appointed Senior Vice President and Chief Financial Officer of Coach in December 2001 and Executive Vice President in August 2007.  Prior to joining Coach, Mr. Devine served as Chief Financial Officer and Vice President-Finance of Mothers Work, Inc. from February 2000 until November 2001.  From 1997 to 2000, Mr. Devine was Chief Financial Officer of Strategic Distribution, Inc., a Nasdaq-listed industrial store operator.  Previously, Mr. Devine was Chief Financial Officer at Industrial System Associates, Inc. from 1995 to 1997, and for the prior six years he was the Director of Finance and Distribution for McMaster-Carr Supply Co.  He also serves as a member of the Board of Directors of NutriSystem, Inc. and Express, Inc., where he is also the Chair of the Audit Committee.  Mr. Devine holds a Bachelor of Science degree in Finance and Marketing from Boston College and an M.B.A. degree in Finance from the Wharton School of the University of Pennsylvania.

 

Roben Farzad is a senior writer for BusinessWeek, based in New York. He has written for The New York Times, Boston Globe, and The Wall Street Journal and appears on NPR, CNN, PBS, MSNBC, and the BBC News. A graduate of Princeton University and the Harvard Business School, Farzad began his career at Goldman Sachs.

 

Frank R. Gatti joined ETS in 1997 as the company’s Chief Financial Officer.

During his tenure, Gatti has played an important role in the development and implementation of a three-year, $100 million+ turnaround strategy that returned the organization to financial health and stability. By partnering across the organization, he was able to rapidly implement an integrated and comprehensive financial management system that improved the quality and timeliness of business decisions. Gatti also played a pivotal role in rationalizing the organization’s cost structure through the expanded use of technology, increased financial/administrative controls and fiscal accountability tied to incentives for performance.

Gatti has been directly involved in more than a dozen transactions totaling about $3 billion, all of which have been the largest and most complex in the company’s history. These transactions included: a $1 billion global long-term test delivery contract; an $800 million, five-year client contract; a $200 million sale of certain subsidiaries; a $435 million acquisition of a global test delivery company; and the refinancing of nearly $100 million of long-term debt. Under Gatti’s leadership, ETS’s consolidated revenues tripled to $1.2 billion in 2009 from $400 million in 1997.

Before joining ETS, Gatti served in a variety of senior financial positions at The New York Times Company. Appointed Corporate Vice President/Corporate Controller in 1988, he accepted increasing responsibilities over the course of his career, functioning as Deputy Chief Financial Officer from 1990 through 1995 and as Vice President of Financial Management beginning in 1996.

During Gatti’s tenure with The New York Times Company, it grew from primarily a single-newspaper company with revenues of $400 million to a media conglomerate with revenues of $2.4 billion by 1997. He directly participated in some 50 acquisitions and divestitures (newspapers, magazines, television, cable TV), as well as numerous public equity and debt offerings totaling $5 billion. In addition, Gatti led a number of change initiatives designed to create a more cost-effective and technologically sophisticated organization, including the creation of a shared services center.

A certified public accountant, upon graduation from Baruch College he joined the international public accounting firm of Deloitte & Touche (formerly Haskins & Sells). Gatti worked there until he joined The New York Times Company, which was one of his clients. He has completed several executive education programs at the Harvard Business School and earned an MBA in finance and marketing from the Rutgers Business School.

He serves on the board of directors of Blackboard, Inc., a publicly held software company, where he also chairs the Audit Committee and is a member of the Nominating and Governance Committee. Gatti also serves on the board of directors of the Princeton Chamber of Commerce. He received the Dyson College/Pace University 2005 Award for Distinguished Leadership in Business and Industry and was selected by the Executive Council of New York as one of the top three CFOs for 2007.

Gatti is a member of the National Association of Corporate Directors, Financial Executives International (FEI), the National Investor Relations Institute (NIRI), the Association for Financial Professionals, the American Institute of Certified Public Accountants, the New York and New Jersey Societies of Certified Public Accountants and the Institute of Management Accountants. He has served on the boards of directors and on various committees of the New York City chapters of FEI and NIRI.

Gatti also is a member of the CFO Magazine Editorial Advisory Board and chairs the Conference Board’s CFO Council. In addition, he is a member of the advisory board for the Master of Science in Publishing Program at Pace University as well as the Rutgers Business School Financial Advisory Board.

 

Jeffrey R. Holzschuh is Vice Chairman of Institutional Securities Group and Chairman of Morgan Stanley’s Global Power and Utility Group.

Over the past 27 years at Morgan Stanley, Jeff has been actively involved in many of the industry’s largest mergers and acquisitions and a wide variety of advisory and financing transactions.

He serves as the Chairman of Morgan Stanley’s Environmental Policy Committee.

Jeff has been appointed by the US Secretary of Energy to serve on the US Electricity Advisory Board.

He served as Co-Chair of the Wall Street Advisory Group for the Edison Electric Institute.

Founding member US Partnership for Renewable Energy Finance (USPREF)

Jeff has been involved with the energy industry his entire career. He is a frequent speaker/panelist on industry topics and has been published in several periodicals.

 

Steve has 23 years of audit and acquisition due diligence experience. Steve is currently the managing partner for the Southeast Merger and Acquisition (“M&A”) Services group, with overall responsibility for transaction services provided by our Firm in the Southeast.  Steve also serves as a member of our firm’s U.S. M&A Leadership team where his responsibilities include oversight of the M&A industry programs and the firm’s strategic buyer program.   

Steve has extensive experience with transactions in a variety of industries including consumer business, manufacturing and business services.  Steve also has served as lead client service partner for a number of high growth strategic buyers providing him with deep experience with public offerings of  both debt and equity securities, transaction structuring options, internal control assessments, and SEC matters.

With significant experience serving domestic and multinational companies and his leadership position in our M&A organization, Steve ensures that the right resources are brought to bear on every project, in any business line and in any country.


 

As Chief Financial Officer, Bruce Nolop is responsible for all financial reporting, planning, control, and corporate-related treasury functions, as well as investor relations, tax, corporate development, real estate and purchasing activities at E*TRADE Financial.  A proven leader with 34 years of finance experience, Mr. Nolop joined E*TRADE Financial in September 2008, after serving for eight years as Executive Vice President and Chief Financial Officer of Pitney Bowes.  He led that company’s worldwide financial operations and was responsible for marketing and shared services operations.

Mr. Nolop also has 18 years of investment banking experience with Wasserstein Perella, Goldman Sachs and Morgan Stanley.  He spent six years in executive management at Kimberly-Clark.

Mr. Nolop is a member of the board of directors of Marsh & McLennan.  He earned a Bachelor of Arts degree from the University of South Dakota, an MBA from the Stanford Graduate School of Business and a J.D. from Stanford Law School.

 

Keith S. Sherin has been senior vice president and GE’s chief financial officer since 1998. He was named vice chairman in 2007.

Mr. Sherin first joined GE in 1981 through the GE Financial Management Program in Medium Steam Turbine. After three years he joined the Corporate Audit Staff where he progressed to executive audit manager and later manager of Programs and Planning.

Mr. Sherin was promoted to manager of Finance for Commercial Engine Operations at GE Aircraft Engines in early 1992, and the following year he was named director of finance for GE Plastics Europe in Bergen op Zoom, the Netherlands.

In the fall of 1995, Mr. Sherin joined GE Medical Systems as manager of Global Finance and Financial Services, and less than a year later he was promoted to vice president of Finance and Financial Services Operation. 

Mr. Sherin earned his B.A. from the University of Notre Dame and an M.B.A. from Columbia University.