2011 Corporate Development Leadership Forum (New York)
Tuesday, June 14, 2011
New York, NY
Dayan Abeyaratne
Vice President - Corporate Strategy & Development
Constellation Energy
Dayan Abeyaratne joined Constellation Energy in November 2009 as a Vice President in the Corporate Strategy & Development Group where he takes a leading role in defining as well as executing the Company’s strategic objectives. During his tenure at Constellation, Mr. Abeyaratne led the successful acquisition of Boston Gen and is also a member of the core team responsible for executing Constellation’s announced merger with Exelon.
Prior to joining Constellation Energy, Mr. Abeyaratne spent over 8 years with Lehman Brothers / Barclays Capital where he held several positions in the Global M&A Group, where he specialized in power & energy (2001-2006), and later in the Global Financial Institutions Group, where he specialized in alternative asset management firms (2006-2009). Overall, Mr. Abeyaratne has spent over 14 years originating and executing mergers and acquisitions which also included a 3-year assignment with the Public Enterprise Reform Commission of Sri Lanka where he helped execute the national privatization program.
Mr. Abeyaratne is a Chartered Financial Analyst and holds a Masters in Business Administration from the Anderson School at UCLA.
Charles Alsdorf
Director, Advisory Services
Deloitte Financial Advisory Services LLP
Charles Alsdorf has over 19 years of experience in valuation, strategy, decision analysis and corporate finance. He focuses his practice on evaluating strategic investment decisions in times of volatility and change. Charles leads the capital efficiency practice, which deploys leading strategy and quantitative methodologies to help companies make optimal decisions in the face of a portfolio of many competing strategic investment options. He is one of the service offering leaders in Deloitte’s Enterprise Sustainability program. He was also one of five Deloitte recipients of Deloitte’s Eminence Fellowship program for his work in capital efficiency, and one of a dozen recipients of Deloitte’s Innovation Quest competition (with over 2,000 submissions) for his work in integrating Deloitte’s offerings for CFOs regarding capital budgeting, capital structure and M&A decision making.
Prior to joining Deloitte, Charles served as vice president of technology strategy for Standard & Poor’s global bond rating business. Before that he was director of valuation for a global professional services firm. He has worked extensively with clients in energy, infrastructure, natural resources, technology, and financial services. He also served as financial advisor on privatization and project finance transactions and completed numerous engagements in such countries as Russia, Georgia, Hungary, Poland, South Africa, China, Australia, Canada, Ecuador, Brazil and Argentina.
Charles holds a BA from Brown University and an MBA from the Yale University School of Management with a major in strategy and finance. He also completed an Edgar M. Bronfman Graduate Fellowship at the Moscow Economic Academy in Russia. He has passed the Level III CFA exam, and served as chair of the Yale School of Management New York Alumni Association. He also serves as the Northeast leader for Deloitte Financial Advisory Services’ Diversity and Inclusion programs.
Orlan Boston
Principal, Consulting Services
Deloitte Consulting LLP
Orlan is a Principal in the Life Sciences and Human Capital practices of Deloitte Consulting. He has over 10 years of Management Consulting experience where he focuses on helping organizations improve business performance through strategic, human, structural, business process, and technology changes. His diverse background includes extensive Human Resources and Performance, Organizational Effectiveness, Change Leadership, Strategy and Operations, and Program Management consulting experience across a variety of industries, as well as entrepreneurial start-up experience. As a part of Deloitte’s National Mergers & Acquisitions leadership team, he co-leads the Life Sciences/Pharmaceutical M&A practice.
He has been working with a Fortune 100 company for over four years on a number of transformation initiatives across Pharma, Medical Devices, Consumer and Corporate. These initiatives have included various deals as well as projects in Research & Development and Corporate HR.
Orlan holds a B.S. in Finance and International Business from New York University’s Stern School of Business.
Trace Harris
Senior Vice President, Strategy & Development - U.S.
Vivendi S.A.
Trace Harris is Senior Vice President, Strategy & Development, Media at Vivendi, whose holdings include Universal Music Group, Activision Blizzard, Canal+ Group, mobile phone operator SFR, Brazilian telecom operator GVT, and a minority interest in NBC Universal. She is Vivendi’s senior corporate development executive in the United States focusing on corporate strategy, major acquisitions and divestitures, and daily relationship with various US holdings. Ms. Harris is based in New York and has held this position for 9 years.
Previously, Ms. Harris was Senior Vice President of Strategic Development for the Television Group of Universal Studios based in Los Angeles. She was responsible for developing and implementing operating and new business strategies for Universal Television in key European territories. In addition, she was responsible for designing and launching Universal’s first international television network. Prior to Universal Studios, Ms. Harris worked in Strategy and subsequently International Television at Warner Bros, where she worked on the launch of Warner Bros.’ first international television channel in Latin America. She started her career in finance with JP Morgan in New York.
Ms. Harris has represented Vivendi, Universal Studios and Warner Bros., in several joint ventures and brings a strong background in partnership management. In addition, she participates on the boards of Universal Music Group and NBC Universal.
Ms. Harris is a graduate of Stanford University and Yale School of Management, and lives in New York with her husband and son.
Peter Jakuc
SVP, Corporate Development
Centene Corporation
Mr. Peter A. Jakuc is a Senior Vice President of Corporate Development for Centene Corporation (NYSE: CNC) and is responsible for the company’s mergers & acquisition activities, partnership transactions and other growth related initiatives.
Prior to joining Centene in 2009, Mr. Jakuc was an investment banker focused on healthcare mergers & acquisitions. With over nine years experience at leading middle market investment banks including Wachovia Securities, Edgeview Partners and Vector Securities, Mr. Jakuc executed a wide variety of public and private company equity and debt transactions and strategic advisory assignments. Prior to his investment banking career, Mr. Jakuc served as a pilot in the U.S. Navy.
Mr. Jakuc received his undergraduate degree in mechanical engineering from the University of Notre Dame, and while in the military he earned a masters degree in management. Mr. Jakuc holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the St. Louis Society of Financial Analysts.
Mr. Jakuc is involved in a variety of community and charitable organizations and currently serves on the Board of CHARACTERplus.
Steve Joiner
Partner, M&A Transaction Services
Deloitte & Touche LLP
Steve Joiner is a partner with Deloitte & Touche LLP, and the managing partner for the Southeast M&A Transaction Services group. He has 24 years of audit and acquisition due diligence experience. Steve serves as a member of the U.S. M&A Leadership team, and oversees the national M&A industry programs and M&A services to corporate clients.
Steve has extensive experience with transactions in a variety of industries including manufacturing, distribution, and business services. He has served as lead client service partner for a number of high growth strategic buyers in the manufacturing industry, providing him with deep experience with public offerings of both debt and equity securities, transaction structuring options, internal control assessments, and SEC matters.
Steve is a graduate of the University of Georgia’s Terry College of Business where he currently serves on the Alumni Board of Directors. He also serves on a number of not-for-profit boards, including the Atlanta Center for Self Sufficiency where he is currently the vice-chairman.
Mark Keim
Head of Corporate Development
Aetna
Mark Keim is Head of Corporate Development for Aetna responsible for identifying growth strategies and executing transactions for Aetna’s core health care businesses as well as its HCIT initiative activities within the US and international markets. Mark’s responsibilities also include management of Aetna Ventures, Aetna’s venture capital and partnership investing function.
These positions cap a series of leadership roles in Business Development and Mergers and Acquisitions for Keim. He joined Aetna from General Electric where he led Strategy and business Development as Senior Vice President for its Europe Middle East and Africa operations based in London. While at GE, he also led business development in varied roles at GE Healthcare and was Staff Executive for M&A at GE’s Corporate Headquarters in Fairfield, CT. In these positions, Keim worked extensively on numerous acquisitions, divestitures and partnership with deals executed exceeding $100 billion in value.
Mark began his career in Mergers & Acquisitions at Salomon Brothers in New York City and has played leadership roles in a series of international M&A assignments.
Keim holds a B.S. degree in Finance and Accounting from Lehigh University and an M.B.A. from the Tuck School at Dartmouth College.
Jon Kissane
SVP, Corporate Development
CA, Inc.
Jonathan Kissane is Senior Vice President of Corporate Development for CA Technologies. He has responsibility for the identification, evaluation, negotiation, and execution of acquisitions, divestitures, and strategic investments.
Initially trained as an engineer, Kissane brings nearly 20 years of diverse technology industry and cross-functional operating experience.
Prior to joining CA Technologies in 2009, Kissane was Senior Vice President and General Manager, eCommerce and IT at Corel Corporation, where he drove double-digit revenue growth and improved infrastructure up-time. Earlier he served as Corel’s Senior Vice President of Corporate Development, during which time he closed multiple successful acquisitions, leading to significant double-digit EBITDA increases.
Kissane also brings venture capital principal investing experience and strategic consulting experience to his current role. He was selected as one of twelve Kauffman Fellows in Class 9, and worked at Centennial Ventures investing Fund VII, a $340M fund. He also worked a number of years in the High Tech Practice of The Boston Consulting Group in both Boston and San Francisco.
Kissane began his career in Silicon Valley as a Design and Development Engineer, and later headed Business Development at an early-stage software startup that was part of a series of acquisitions, most recently acquired by SAP as part of Sybase.
Kissane received his MBA from INSEAD based on studies in Singapore and France, and a JD from Harvard Law School. He received dual undergraduate degrees in history and engineering from Stanford University.
Anne Madden
VP, Corporate Development and Global Head M&A
Honeywell International Inc.
Anne T. Madden joined AlliedSignal in June 1996 as the General Counsel, Fluorine Products. In December 1996, she became the Vice President and General Counsel of Specialty Chemicals. In July 2000, she became Vice President and Deputy General Counsel, responsible for all of the legal affairs of the Specialty Materials businesses of the combined AlliedSignal/Honeywell International (now called Honeywell). In January 2002, Anne became Vice President, Corporate Planning and Development and Global Head M&A for Honeywell, leading Honeywell’s mergers and acquisitions activities. Anne was the recipient of Honeywell’s Premier Achievement Award for Individual Performance in 1997.
Prior to joining Honeywell, Anne was in private practice at the New York law firm of Shearman & Sterling, focusing on M&A and Corporate Finance. Prior to joining Shearman & Sterling, Anne was an auditor in the Financial Services Group of KPMG Peat Marwick in New York.
Anne received an AB in English and American Literature from Brown University, an MS in Accounting from the NYU Stern School of Business, an MBA in Finance from the NYU Stern School of Business and a JD from the Fordham University School of Law, where she was Managing Editor of the Law Review.
Sarah O'Connor
SVP, Strategic Development & Chief Legal Officer
Arch Chemicals, Inc.
Sarah A. O’Connor is Senior Vice President, Strategic Development and Chief Legal Officer of Arch Chemicals, Inc. (NYSE: ARJ), a global Biocides company with annual sales of over $1 billion. Ms. O’Connor is responsible for all legal matters involving Arch Chemicals and its foreign and domestic subsidiaries. She is also responsible for the Company’s strategic planning and development activities as well as enterprise risk management and government affairs relations.
Ms. O’Connor joined Olin Corporation in 1989 as an associate counsel in the Law Department, having responsibility for legal matters in the water chemicals business. As a member of the Law Department, Ms. O’Connor assumed increasing levels of responsibility for legal matters associated with the specialty chemicals businesses. In March 1995, Ms. O’Connor became Director, Planning and Development, responsible for the identification and implementation of profitable growth opportunities and the structure and negotiation of acquisitions, divestitures and joint ventures. She played a key role in Olin’s spinoff of Arch Chemicals.
At Arch, Ms. O‘Connor has had responsibility for a number of corporate functions, including regulatory affairs. She was instrumental in Arch’s acquisition of Hickson International, PLC and subsequent integration and divestiture activities. As General Counsel, she has managed complex litigations and settlements and led the Company‘s multi-disciplinary defense of its chromated copper arsenate (CCA) products.
Earlier in her career, Ms. O’Connor was employed as a senior attorney by the Reader’s Digest Association, Inc. She previously worked in the Law Department of American Home Products Corporation.
Ms. O’Connor received a Bachelor of Science degree from Mercy College. She also earned a Juris Doctor degree from Fordham University School of Law and a Master of Business Administration degree from Columbia University.
Ms. O’Connor is a member of the American Bar Association, the Westchester/ Southern Connecticut American Chapter of the Corporate Counsel Association
(WESFACCA) and the Society of Corporate Secretaries and Governance Professionals. She is also a member of the Advisory Board to the Mercy College School of Business. Ms. O’Connor is admitted to practice in the state of New York and is certified as Authorized House Counsel in the state of Connecticut.
Ms. O’Connor is located at Arch Chemicals’ headquarters in Norwalk, Connecticut.
Wallace Pai
Vice President, Corporate Development & Ventures
Motorola
Wallace Pai is Vice President of Motorola Mobility. He leads Corporate Development and manages Motorola Mobility Ventures, the company's strategic investment arm responsible for identifying and executing minority-equity investments (at early and later stages) in start-up firms. His role includes strategic planning, M&A and working actively with entrepreneurs and portfolio companies to accelerate access to new technologies, new markets and new talent for all Motorola Mobility businesses. His areas of specific focus include software and mobile services, Internet and new media, wireless and computing devices.
Wallace is a member of the senior leadership team that restructured Motorola. He was involved in developing the strategy to re-launch the handset business and establish Motorola Mobility as an independent entity encompassing both the Mobile Devices and Home businesses. In addition, Wallace has led a number of strategic acquisitions key to establishing competitive differentiation for the new company. These included acquisitions in software platform, tools, location-based services, context aware, enterprise security and multi-screen cloud-based media platform.
Prior to joining Motorola, Wallace worked at Qualcomm in a number of leadership roles, including leading global business development for 3G and strategic planning for the company's wireless chipset portfolio. He has also worked as a consultant for McKinsey and Company, and at Heidrick and Struggles. Early in his career, Wallace led product development and was a microprocessor designer at Intel Corporation.
Wallace holds an MBA from Harvard Business School, an MSEE from the University of Michigan, Ann Arbor and a BSEE from Boston University.
Chris Ruggeri
Principal, Advisory Services; M&A Advisory Services Leader
Deloitte Financial Advisory Services LLP
Chris Ruggeri is a principal and a U.S. M&A leader for Deloitte Financial Advisory Services LLP. Chris has over 20 years of experience advising clients on mergers, acquisitions, joint ventures and divestitures. She provides clients with an integrated business planning and transaction solution combining strategic alternatives analysis, valuation, due diligence, financing, structuring and deal process management. Prior to joining Deloitte, Chris was a Managing Director at Standard & Poor’s and a Principal at a Big 4 firm where she served in various financial advisory capacities. She started her career as an Associate at the National Association of Securities Dealers (now FINRA). Chris serves on the board of the Citizens Committee for New York City.
Mike Smith
SVP, Corporate Development
AOL, Inc.
As Senior Vice President, Corporate Development, Michael is responsible for all equity-related transactions including acquisitions, divestitures, joint-ventures, and later stage investments.
Michael joined AOL in 2005 in the Premium Services Division to work with the Strategic Transactions group, which developed growth strategies for the Division. Prior to AOL, Michael was the CFO and Head of Corporate Development for Unity Communications, where he oversaw all financial operations and transaction activity. From 1995 – 2002, Michael worked in investment banking and venture capital. Michael began his investment banking career at PaineWebber, moving to PricewaterhouseCoopers Securities in 1998, and then to Mercator Capital, a merchant banking firm he co-founded. At these firms, Michael worked as an investment banking professional raising public and private capital, and executing buy-side and sell-side M&A transactions. Michael began his career with the investment management firm, Putnam Investments.
Michael has a BA in Economics from Andrews University, and an MBA from the Stern School of Business (NYU).
Chet Wood
Managing Partner, U.S. Merger & Acquisition Services
Deloitte LLP
Chet Wood was recently appointed Managing Partner, Markets & Offerings, where he is responsible for developing and executing Deloitte’s cross-business strategies. In addition, Chet leads Deloitte’s M&A practice in the U.S. and serves as a member of Deloitte LLP’s Executive Committee.
His client activities include serving as Advisory Partner for several of the Deloitte U.S. Firms’ largest Fortune 500® clients. Chet began his career with Deloitte U.S. in 1981, in Salt Lake City, Utah. He quickly advanced within the organization, gaining experience working in offices across the United States and abroad. He has served in the Deloitte U.S. Firms’ Office of the CEO program, where he worked on a number of top U.S. and global client engagements. From 1997 to 2000, he led the Tax and Legal practice in the Deloitte Touche Tohmatsu Limited member firm in Sydney, Australia. Chet returned to the United States in 2000 where he took on the role of U.S. Tax deputy managing partner until 2003.
From 2003 to 2011, Chet served as Chairman and CEO of Deloitte Tax LLP. During his tenure as the CEO, Deloitte Tax received top rankings and accolades domestically and globally. Deloitte Tax earned a Tier 1 ranking in all six of the U.S. regions in World Tax 2010, and based on data from the Public Accounting Report National Firms Survey, the practice was often the revenue growth leader among the Big Four.
Chet is a Certified Public Accountant (CPA) and holds active licenses in Idaho and New York. He is also a member of the AICPA and the state societies of CPAs for Idaho and New York. Born in Reno, Nevada, he is a cum laude graduate of The College of Idaho. Chet resides in Stamford, Connecticut, and is active in several community organizations, including serving on the board of the Opportunity Network.
Date: Tuesday, June 14, 2011
Time: 8:00am – 1:30pm
Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.
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