Steve Adler

Editor-in-Chief

BusinessWeek

Steve Adler became editor-in-chief of BusinessWeek in 2005. Under his leadership, BusinessWeek has dramatically expanded its Web presence, redesigned and relaunched its print magazine, and introduced a number of multi-channel initiatives that have helped strengthen its brand and extend its reach around the world. Most recently, Steve played an integral role in launching BusinessWeek’s newest venture, Business Exchange, an online community connected around business topics.

 

During his tenure, BusinessWeek has won two National Magazine Awards and, over the past year alone, has garnered more than 35 additional national and global awards, primarily for investigative and analytical journalism.

 

Steve began his journalistic career as a reporter for the Tampa Times and the Tallahassee Democrat. In 1983, he joined The American Lawyer and later became editor of the magazine and editorial director of the American Lawyer Newspapers group, a chain of local dailies and weeklies.

 

In 1988, he joined The Wall Street Journal as legal editor. He was appointed to the Journal’s page-one staff as special projects editor in 1994; named assistant managing editor in 1998; and deputy managing editor in 2000. Between 1995 and 1999, he directed reporting teams that won three Pulitzer Prizes, for articles on the tobacco industry (1995), the new AIDS treatments (1996), and military spending (1999).

 

In 1985, Steve was named a National Magazine Award finalist for his American Lawyer article on the Union Carbide accident in Bhopal. He is the 2008 winner of the Benjamin Rush Award from Dickinson College.

 

Steve’s book, The Jury: Trial and Error in the American Courtroom, was published by Times Books in 1994 and won the American Bar Association’s Silver Gavel Award in 1995. With his wife, novelist Lisa Grunwald, he was co-editor of the best-selling Letters of the Century, published by The Dial Press in 1999, and of Women’s Letters, published by Dial in 2005.

 

Steve is a member of the executive committee of the board of directors of the Goddard Riverside Community Center, one of New York’s original settlement houses. He also serves on the Board of Advisers of the Knight-Bagehot Fellowship in Economics and Business Journalism, and on the Financial Services Leadership Forum Advisory Committee of the New York Public Library. He is a member of the International Media Council of the World Economic Forum.

 

He and his wife have a daughter and a son and live in New York City.

 

Tom Angell
Principal
Rothstein Kass

Tom Angell is the principal-in-charge of Rothstein Kass’ national Commercial Services Group and its Private Equity practice, and he is a member of the Firm’s Executive Committee.

Tom has extensive experience with both public and private companies, including advising private equity funds and investment advisors on all aspects of private equity transactions, such as raising financing, deal origination and structuring. He has over 25 years of experience providing audit, tax and consulting services to middle market businesses in the manufacturing, distribution, and service industries. Additionally, Tom specializes in organizational structure, operational issues and mergers and acquisitions for middle market businesses.

Tom is a certified public accountant and he is a member of the New Jersey, New York, and Virginia Societies of Certified Public Accountants as well as the American Institute of Certified Public Accountants (AICPA). He received a Bachelor of Science degree in Business Administration from Rutgers College and a Master of Business Administration degree in Information Systems from the Rutgers Graduate School of Management.

His activities outside the Firm include membership in and serving as a former chair of the AICPA Large Firm networking group. Tom also serves as a treasurer to the Drumthwacket Foundation in New Jersey.

 

Jennifer Bellah Maguire
Partner
Gibson Dunn & Crutcher

Jennifer Bellah Maguire is a Partner in Gibson, Dunn & Crutcher's Los Angeles office. She holds a bachelor of arts from Bryn Mawr College, magna cum laude, and was awarded a Watson Foundation Fellowship following college. Ms. Bellah Maguire received her JD from Boalt Hall, University of California, where she was a member of Order of the Coif and Law Review. Ms. Bellah Maguire's practice areas emphasize private equity, mergers and acquisitions and restructurings. Ms. Bellah Maguire's recent representative experience includes the following:

  • Represented Power-One, Inc. in a 2009 PIPE investment by Silverlake Sumeru and related debt restructuring
  • Represented Leonard Green & Partners in forming Green Equity Investors V, its most recent $5.3 billion leveraged buyout fund
  • Represented Green Equity Investors V in various minority investments
  • Represented SPARTA in its 2008 going-private acquisition by Cobham
  • Represented USRG in the formation of USRG Power & Biofuels Fund II, LP, a clean tech fund with commitments of $475 million
  • Represented GI Partners Fund II in forming its most recent private equity buyout fund with commitments of $1.9 billion as well as its last private equity buyout fund with commitments of $1.4 billion
  • Represented the management of MGM in connection with its going private acquisition by a Sony and a consortium of private equity funds
  • Represented Wedbush Capital Partners in forming a private equity buyout fund with commitments of $120 million
  • Represented Global Innovation Partners in connection with the contribution of a portfolio of assets to and the IPO of Digital Realty Trust, Inc., a REIT


Ms. Bellah Maguire is a member of the Board of Directors of Big Brothers and Big Sisters of Los Angeles, a member of the Board of Governors of the Otis School of Design and a founding member of the board of the Los Angeles Ballet.

 

Dennis Berman
Deputy Bureau Chief, Money & Investing
The Wall Street Journal

Dennis K. Berman is the Wall Street Journal’s Deputy Bureau Chief for Money & Investing, helping oversee all financial coverage in the world’s leading business paper.

He is author of a bi-weekly column, “The Game,” that covers Wall Street.

Mr. Berman is part of the team that oversees a group of 50 reporters and editors, who cover markets, Wall Street, economics and dealmaking.

Mr. Berman launched a deals-focused blog, called Deal Journal, available at blogs.wsj.com/deals, that has become the most popular on WSJ.com. He appears frequently as a guest on CNBC and the Charlie Rose Show.

Mr. Berman was one of the Journal reporters who shared in the 2003 Pulitzer Prize in explanatory journalism for a series on corporate scandals and the 2008 Loeb Award for breaking news coverage of the financial crisis. He is also a recipient of the Institute on Political Journalism's Excellence in Economic Reporting Award and has been anthologized in “Best Newspaper Writing” published by the American Society of Newspaper Editors.

A former Staff Editor at BusinessWeek magazine, he began his career at BusinessWeek Online, and was part of the team that won the 2000 National Magazine Award for Excellence in New Media.

He is a magna cum laude graduate of the University of Pennsylvania, a Media Fellow at Stanford University’s Hoover Institution, and a Kentucky Colonel.

 

Kamal Bhatia
Managing Director
TIAA-CREF

Kamal Bhatia, CFA is Managing Director and Head of Asset Management Products at TIAA-CREF Asset Management. His group is responsible for working with distribution and investment teams focused on global retirement and institutional platforms leading product development. He also leads the investment structuring and asset allocation teams’ focused on the target date and alternative strategies. He has been instrumental in creating client solutions combining private equity, real estate and real asset strategies. He also leads partnership opportunities with other industry partners and corporate strategic evaluations.

He was previously with Mellon Financial Corporation where he was First VP and Head of Client Portfolio Analysis for Mellon Asset Management. He has held senior positions in Corporate Strategy and Product Development for the mutual fund and retirement businesses. He previously held position as VP, Client Servicing with Global Commercial Credit – corporate banking units of Citigroup.

Mr. Bhatia has a Bachelors degree with Honors from the Indian Institute of Technology, Kanpur (India) and earned a Masters degree from Washington University in St. Louis as a Sever Fellowship Scholar. He has been featured in media including Investment News, Fund Marketing Alert, Institutional Investor, Wall Street & Technology and Fund Industry News. He serves on the board of Big Apple Greeter in New York City.

 

Jonathan Colby
Managing Director
The Carlyle Group

Mr. Colby is a Managing Director of The Carlyle Group, where he works with investors as well as serving on the investment committees for Carlyle Japan Partners I & II, Carlyle's Japanese leveraged buyout funds launched in 2001 and 2006, respectively.

Prior to joining Carlyle in 1998, Mr. Colby was a Senior Managing Director at Equinox Group Holdings, Ltd., a merchant bank specializing in private equity investments and corporate advisory services in Asia. Prior to that, Mr. Colby was a General Partner of The Blackstone Group, and before that was head of Asian mergers and acquisitions at The First Boston Corporation in Tokyo. While at Blackstone and First Boston, Mr. Colby worked on acquisitions by Asian companies of U.S. companies as well as Asian market-entry strategies for U.S. multinationals. Previously, he was Resident Senior Attorney in the Singapore Office of Coudert Brothers, an international law firm. Mr. Colby also served in the Nixon Administration as Staff Assistant (Foreign Affairs) on the National Security Council under the direction of Dr. Henry A. Kissinger.

Mr. Colby is a graduate of Princeton University and Yale Law School. He is a member of the Council on Foreign Relations and the International Institute for Strategic Studies. He serves as Chairman of the Carnegie Council on Ethics and International Affairs, on the Board of Directors of the Japan Society, and on the Business Council at the Asia Society.

 

A. Joe Delgado
Managing Director
CCMP Capital Advisors, LLC

Joe Delgado is a Managing Director in the New York office of CCMP Capital. Mr. Delgado focuses on making investments in the industrial and energy sectors and has been responsible for CCMP's investments in ARAMARK Corporation, Convermex, Edwards Limited, Hispanic Teleservices Corporation and Mercado Libre. Prior to joining CCMP in 2001, Mr. Delgado was with J.P. Morgan Capital for three years. Previously, he worked in the Latin America Mergers & Acquisitions group and the Structured Finance group at J.P. Morgan & Co. Mr. Delgado holds a B.A. from Duke University. He currently serves on the board of directors of Edwards Limited.

 

Kipp deVeer
Partner
Ares Private Debt Group

Mr. deVeer joined Ares in May 2004 and serves as a Partner in the Private Debt Group. Mr. deVeer is a senior member of the management team at Ares Capital Corporation, focused on originating and managing leveraged finance and private capital investments for the Company. In addition, Mr. deVeer serves as an Investment Committee member of both Ares Capital Management LLC and Ares Capital Europe. Prior to joining Ares, Mr. deVeer was a Partner at RBC Capital Partners, a unit of the Royal Bank of Canada that managed the firm's financing and principal investment activities in middle market leveraged finance and private equity. Prior to this, Mr. deVeer was a Vice President in the Merchant Banking Group at Indosuez Capital, a division of Credit Agricole Indosuez. Mr. deVeer has also worked at J.P. Morgan & Co., both in the Special Investment Group of J.P. Morgan Investment Management, Inc. and in the Investment Banking Division of J.P. Morgan & Co. Mr. deVeer received a B.A. from Yale University and an M.B.A. from Stanford University's Graduate School of Business.

 

Michael Dorrell
Senior Managing Director
The Blackstone Group, Private Equity Group

Michael Dorrell is a Senior Managing Director in Blackstone Infrastructure Partners. Before joining Blackstone in 2008, Mr. Dorrell worked as a Senior Managing Director with Macquarie Group in N. Y., making investments in utilities, roads, aviation, social infrastructure and energy. Mr. Dorrell received a bachelor degree in law and a bachelor degree in Commerce (Finance), both from the University of New South Wales in Sydney Australia.

 

David Glenn
Managing Director and Partner
Lightyear Capital

David Glenn is a Managing Director of Lightyear Capital and a member of the Investment Committee.

Prior to joining Lightyear Capital in November 2001, Mr. Glenn was at Greenhill & Co., where he specialized in transactions in the financial services industry. Prior to Greenhill, he was at Lehman Brothers executing transactions for Lehman's top financial institution clients. Mr. Glenn's overall record in the financial services industry spans over 15 years.

Mr. Glenn serves on the Board of Directors of Lightyear Capital portfolio companies Antares Holdings Limited, Delos Insurance Company, and NAU Country Insurance Company.

Mr. Glenn received his undergraduate degree from Brigham Young University and an M.B.A. with distinction from New York University's Stern School of Business.

 

Lawrence Golub
President
Golub Capital

Golub Capital manages a portfolio of over $4 billion of capital on behalf of private and institutional investors. The firm is the leading middle market direct lender to leveraged companies in the U.S. (ranked #1 in middle market LBO lending by Reuters LPC). The firm has achieved numerous awards including Middle Market Lender of the Year for 2008 by both Buyouts and by the Association for Corporate Growth’s monthly magazine, Mergers and Acquisitions. Golub Capital was recently named 2009 Mezzanine Agent of the Year by M&A Advisor.

Lawrence E. Golub founded Golub Capital in 1994. Previously, Mr. Golub was a Managing Director at Bankers Trust Company. Prior to that, he was a Managing Director of Wasserstein Perella, where he established the firm’s capital markets group and debt restructuring practice. Mr. Golub started his career at Allen & Company Incorporated, where he engaged in principal investing, mergers and acquisitions advisory engagements and corporate finance transactions. Mr. Golub’s transactions include over $7 billion in debt and equity financings and more than 300 mergers, acquisitions and restructurings.

Mr. Golub, a former White House Fellow, is active in charitable and civic organizations. He is one of three private Members of the Financial Control Board of the State of New York, Treasurer of the White House Fellows Foundation, President of the Harvard University JD-MBA Alumni Association and a former member of the Harvard University Committee on Science. He served for over 15 years as a trustee of Montefiore Medical Center, the university hospital of the Albert Einstein Medical School. He was also chairman of Mosholu Preservation Corporation, a developer and manager of low income housing in the Bronx. He also served for 6 years as a trustee of Horace Mann School.

Mr. Golub earned his AB degree magna cum laude in Economics from Harvard College. He received an MBA from Harvard Business School, where he was selected as a Baker Scholar, and a JD from Harvard Law School, where he served as an editor of the Harvard Law Review.

 

Joseph Haslip

Assistant Comptroller for Pensions

New York City Employees' Retirement System

Speaker bio to come...

 

Ron Hopkinson
Partner
Cadwalader, Wickersham & Taft LLP

R. Ronald Hopkinson, the head of Cadwalader's Private Equity Group, concentrates his practice in private equity and complex corporate transactions. He has played a significant role in some of the largest leveraged buyouts and high profile private equity transactions consummated in the marketplace on behalf of some of the world’s largest private equity firms and private equity consortiums. He also has worked with leading corporations in major acquisitions, joint ventures, and corporate restructurings.

His representations include serving as:

  • Counsel for a consortium formed by The Carlyle Group and Welsh Carson in connection with their $7 billion acquisition of QwestDex.
  • U.S. counsel for a consortium formed by The Blackstone Group, The Carlyle Group, Hellman & Friedman LLC, Kohlberg Kravis Roberts & Co. L.P. and Thomas H. Lee Partners, L.P. in their $12 billion acquisition of VNU, Inc.
  • Counsel to The Carlyle Group in its acquisition of Hawaiian Telecom, Inc.
  • Counsel to Welsh Carson in connection with its acquisition of Caribe Information Investment, Inc.
  • Counsel to Harrah's Entertainment, Inc. in connection with its $27 billion sale to Apollo Management and Texas Pacific Group.
  • Counsel to Dex Media, Inc. in connection with its $9.8 billion sale to R.H. Donnelly Corporation.
  • Counsel to The Carlyle Group in connection with its acquisition of the aerostructures business of Northrop Grumman Corporation.
  • Counsel to Hubbell Incorporated in connection with its acquisition of Lighting Corporation of America Co.
  • Counsel to Capital Automotive REIT in its $3 billion sale to DRA Advisors.
  • Counsel to Park Place Entertainment Corporation in connection with its $3 billion acquisition of Caesars World, Inc.

Mr. Hopkinson, who was selected as a “Dealmaker of the Year” by The American Lawyer in 2003, received his B.A., magna cum laude, from Harvard University in 1984 and his J.D., cum laude, from Harvard University in 1988. Prior to attending law school he was employed as an economic analyst with the Brookings Institution.

 

Ernest Jacquet
Managing Partner
Mentor Partners, LLC

Mr. Jacquet has founded several companies including Parthenon Capital, a $1.7B private equity firm, Mentor Capital Partners, Freedom Capital and Operator One.

Prior to founding Mentor Capital and Parthenon Capital, Mr. Jacquet was a General Partner at Summit Partners, a $3 billion venture capital firm where he established their Buyouts Group in the 90’s. Previously, he was a Principal at Bain Capital and was a member of the International M&A Group at Morgan Stanley & Co, New York. Mr. Jacquet spent eight years in the United Kingdom, where he became one of the youngest Directors of Trafalgar House Investments PLC. Additionally, he served four years as a U.S. Navy Diving Officer.

Currently, he serves on the Board of Directors of two public companies: Interline Brands, a leading MRO distribution company and I.C. Isaacs & Co, the North American licensee of Marithe +Francois Girbaud. He serves on the Boards of several privately held companies including Xanboo, First Cast Entertainment, Operator One and Blue Mountain Productions. Mr. Jacquet has served on numerous boards including: Interline Brands (Chairman), Acurex (Chairman), Astech (Chairman), Paragon Vision Sciences, Academic Management Services, CIDCO Inc., First Marketing Company, Rosco Laboratories, Spheris Inc., Somero Enterprises and Chase Federal Bank.

Mr. Jacquet is a licensed Professional Engineer and patent holder. He earned his MSE and BSE with Honors from the University of Michigan and his MBA from Stanford Business School. For 10 years, he served as a regional and national judge in the Entrepreneur of the Year Program sponsored by Ernst & Young. He serves as an Overseer of the Boston Symphony Orchestra, a Board member of the International Yacht Restoration School and 6 years as a Trustee of the Stanford Business School Trust.

Mr. Jacquet is an avid sailor and races classic America’s Cup yachts with the New York Yacht Club and the Edgartown Yacht Club. He is active with the Council for the Boston Public Library, the Boston Museum of Fine Arts and the New England Shelter for Homeless Veterans. He is a member of the Weston Golf Club, the Somerset Club and the National Society of Scabbard and Blade.

Thomas W. Janes
Managing Director
Lincolnshire Management

Thomas W. Janes is Managing Director of Lincolnshire and is the head of Lincolnshire's Boston office. Mr. Janes, with 20 years of investment banking and private equity experience, previously was a co-founder and Managing Director of Triumph Capital Group. His extensive private equity experience includes serving as a senior member of a private equity team that completed more than 75 private equity investment transactions. These prior funds successfully sourced, invested, and achieved realizations in investment funds with approximately$900 million in private equity capital under management. Mr. Janes’ business experience includes mergers and acquisition and corporate finance transactions while serving as an investment banker with Drexel Burnham, First Boston, Lazard Freres & Co., and as a management consultant at Bain & Company. Mr. Janes, a National Merit Scholar, is a graduate of Harvard College, Magna Cum Laude (B.A.1977) and Harvard Business School (M.B.A 1981).

Mr. Janes serves on the Board of the following Lincolnshire portfolio companies: Dalbo, Inc., Cutters Wireline Services, Inc., and Paddock Construction Co. In addition, Mr. Janes has served as a member of the Board of Directors for numerous private companies as well as the following public companies: Alarmguard Holdings, Inc., Ascent Pediatrics, Inc., Dairymart Convenience Stores, Inc., and Providence Health Care, Inc.

 

Julie H. Jones
Partner
Ropes & Gray

Julie Jones is a partner in the Corporate Department at Ropes & Gray LLP and head of the firm's Federal Securities & Public Companies practice. Julie focuses on representing public companies, investment banks and private equity funds in mergers and acquisitions, public offerings and 144A financings. She also counsels clients on a wide range of securities law compliance and governance issues. Her clients include Bain Capital, Goldman & Sachs & Co., Hanover Insurance Group, Hasbro, Kohlberg & Co., LPL Holdings, Silver Lake Partners, SunGard Data Systems and Wellesley College. She is a member of the Committee on Federal Regulation of Securities of the Business Law Section of the American Bar Association and a frequent speaker on securities law matters for the Practising Law Institute, Massachusetts Continuing Law Education and various other professional organizations.

 

Karen King
Senior Vice President and General Counsel
Silver Lake

Karen King is the Senior Vice President and General Counsel of Silver Lake, the leading private equity firm focused on technology, technology-enabled and related growth industries. Founded in 1999, Silver Lake has over $14 billion in assets under management. With offices in New York, Menlo Park, San Francisco, London, Hong Kong and Tokyo, Silver Lake manages both large cap and middle market technology investment arms as well as a credit investment arm. Silver Lake’s past and present portfolio companies include AVI-SPL, Ameritrade, Avago, Avaya, Business Objects, Certance, Crystal Decisions, Datek, Flextronics, Gartner, Gerson Lehrman, i2, Instinet, Intelsat, IPC, Island, MCI, Mobile Messenger, Nasdaq OMX, NetScout, NXP, Power-One, Sabre, Seagate, Serena, SunGard, Thomson and UGS. Ms. King joined Silver Lake in 2004. Prior to joining Silver Lake, she worked for a number of years at the law firm of Simpson Thacher & Bartlett LLP in its New York, London and Palo Alto offices. Ms. King holds an A.B. from Duke University and a J.D. from Harvard Law School.


Steven Klinsky
Founder/CEO
New Mountain Capital

Steve Klinsky, 53, is the founder and chief executive officer of New Mountain Capital, LLC., a firm formed in January 2000 to achieve exceptional long-term capital appreciation through private equity and equity related investments.  New Mountain currently manages approximately $8.5 billion in partnership commitments, with a strategy that emphasizes intensive fundamental research, proactive pursuit of the most attractive “defensive growth” sectors, and a proven ability to add value and build businesses post-investment.  The firm’s third private equity fund, New Mountain Partners III, L.P., with over $5.1 billion of aggregate commitments, began its investment period in August 2007.  New Mountain manages over $1.0 billion of public equity portfolios through New Mountain Vantage Advisers, L.L.C. (“Vantage”), which is designed to apply New Mountain’s established strengths as an acquirer and builder of businesses toward non-control positions in the U.S. public equity markets generally.

Prior to founding New Mountain, Mr. Klinsky was co-founder of Goldman Sachs & Co.’s Leveraged Buyout Group (1981-1984) where he executed $3 billion of pioneering transactions for Goldman Sachs and its clients.  He joined Forstmann Little & Co. in 1984 as its fifth investment professional, was named a general partner in 1986 and was the most senior partner of Forstmann Little outside of the Forstmann family for the majority of the 1990s (until leaving to found New Mountain in June 1999).  Mr. Klinsky’s tenure at Forstmann Little coincided with a period of exceptional investment success for that firm, generating over $6 billion of gains on investments made in the 1990 – June 1999 time period without one principal loss. 

           

Steve Klinsky was raised in Michigan and earned his B.A. with high honors from the University of Michigan in 1976.  He earned his MBA from Harvard Business School (class of 1979) and his J.D., with honors, from Harvard Law School (class of 1981).  He has served as chairman or director of a number of companies, including Strayer Education Inc., Deltek Systems, Inc., National Medical Health Card Systems, Inc., General Instrument Corp., The Thompson×Minwax Co., Yankee Candle Co., Surgis, Inc., Apptis, Inc., Overland Solutions, Inc., MailSouth, Inc., Ikaria, Inc., Inmar, Inc. and Oakleaf Global Holdings.  Mr. Klinsky is active in a range of charitable and educational causes, is married with four children and lives in New York City.

 

Laura Kreutzer
Special Writer
Dow Jones & Co.

Ms. Kreutzer has covered various beats for Private Equity Analyst since July 2000. She also co-authors Private Equity Fund of Funds State of the Market, a biennial research report on the fund-of-funds industry, and contributes regularly to online publiciatons LBOWire, VentureWire and Private Equity Beat. Previously, Ms. Kreutzer spent six years living and working in Hong Kong, Mainland China and Japan. She has worked at the Hong Kong bureau of Bloomberg News, the Taipei Economic and Cultural Office of Boston and the Shimane Prefecture Board of Education in Japan. Ms. Kreutzer received a BA in East Asian studies from Brown University and an MA in international affairs from Columbia University.

 

Peter Lattman
Private Equity Reporter
The Wall Street Journal

Mr. Lattman is reporter for The Wall Street Journal covering the private equity business. Prior to his current beat, he was a legal affairs reporter for the newspaper and also the founding writer of the WSJ.com's law blog. Prior to joining the Journal in 2005, he was a reporter for Forbes magazine. Previously, Mr. Lattman worked at Goldman Sachs & Co. and began his career as a lawyer at Kramer Levin Naftalis & Frankel. Mr. Lattman received an undergraduate degree from Harvard University and a JD from Fordham University School of Law.

 

Scott Marden

Chairman, Global Media Partners

DLJ Merchant Banking Partners/Credit Suisse

Scott C. Marden is Chairman of Global Media Partners at DLJ Merchant Banking Partners, Credit Suisse.  He is responsible for overseeing the firm’s equity investments in media, entertainment, and information services companies and sits on the Investment Committee of DLJ Merchant Banking, one of the leaders in Private Equity and Alternative Investments.

Before joining Credit Suisse, Scott was president of the Information and Media segment of The McGraw-Hill Companies, where he served as a member of McGraw-Hill’s management committee.  He was responsible for managing all of the operations within this segment, including The BusinessWeek Group, The McGraw-Hill Broadcasting Group, and The Business Information Group, which included McGraw-Hill Construction, The Aviation Week Group, Platts, and JD Power and Associates.

Before joining McGraw-Hill, Scott was a senior partner with Compass Partners International, L.L.C. where he originated and executed private equity transactions for its $928 million European private equity fund. He served on Compass’ investment committee and still serves on the fund’s advisory board.  Mr. Marden spent over ten years in financial services, directing the media, entertainment, and information services investment banking practices at Bear Stearns & Co., Schroder & Co., and Bankers Trust Company.  Further, in addition to McGraw-Hill, he served in senior management roles at: CBS, Inc., where he was president of CBS International Publishing and Broadcasting; Marvel Entertainment Group, as president and chief operating officer; and Philips Electronics as president and C.E.O. of Philips Media, a $1.5 billion division, where he held worldwide operating responsibility for Philips’ software, digital broadband, and service businesses.  Mr. Marden holds a bachelor’s degree from Fordham University and has completed his doctoral coursework from the University of Chicago, where he also received a master’s degree in international policy from the University of Chicago’s Harris School.  He has served on several corporate boards including Metro Goldwyn Mayer, Advanstar, Inc., Marvel Entertainment, and Whittle Communications.  He is a Trustee of the Museum of the Moving Image, is on the President’s Council of the Museum of Television & Radio, and is actively involved with the Central Park Conservancy and the East Hampton Library and Film Festival.

 

Jonathan Melmed
Partner
Chadbourne & Parke LLP

Jonathan Melmed’s practice focuses on international corporate mergers and acquisitions, private equity, venture capital, recapitalizations and going private transactions. He is also the head of Chadbourne's Canada practice and is a member of Chadbourne's M&A and private equity transactional group.

Mr. Melmed represents corporations and private equity, venture capital and hedge funds in domestic and cross-border M&A, private equity, venture capital, and recapitalization transactions, including U.S.-Canada. He has also represented numerous companies and investment banks in U.S. securities transactions, including initial public offerings, as well as both public and private debt and equity offerings. While Mr. Melmed has very broad sector experience, during the last several years he has been working on a number of alternative energy M&A, private equity and venture capital transactions.

Mr. Melmed's representative clients include Harbinger Capital Partners, Strategic Value Partners, OMERS Private Equity and Morguard Corporation.

 

J. Allen Miller
Partner
Chadbourne & Parke LLP

Allen Miller is the head of Chadbourne’s corporate department. Mr. Miller advises public and private companies, private equity funds, hedge funds and other institutions on a broad spectrum of matters, including mergers, acquisitions, investments, corporate governance issues, securities law matters, capital markets offerings, restructurings and joint ventures. A significant part of Mr. Miller’s practice consists of international transactional work. Mr. Miller has extensive cross-border merger and acquisition experience. He has also represented numerous companies and investment banks in U.S. capital markets offerings and financings of non-U.S. issuers.

 

Michael M. Pastore
Senior Vice President, Deputy General Counsel, Alternative Investments
GE Asset Management Incorporated

Mr. Pastore is Senior Vice President and Deputy General Counsel – Alternative Investments. Before joining GEAM in 1991, Mr. Pastore was associated with the law firms of O’Sullivan, Graev & Karabell in New York City and Jenkens & Gilchrist in Dallas. Mr. Pastore holds a B.A. degree in History from Amherst College and a J.D. degree from Columbia University School of Law. Mr. Pastore is a member of the New York, Connecticut and Texas bars.

 

Mark Patterson
Chairman
MatlinPatterson Global Advisers LLC

Mr. Patterson is Chairman and co-founder of MatlinPatterson Global Advisers LLC which manages over $9 billion of distressed funds. Mr. Patterson has 35 years of financial markets experience at Credit Suisse First Boston (where he was a Vice Chairman), Scully Brothers & Foss L.P., Salomon Brothers Inc., and Bankers Trust Company. Mr. Patterson holds degrees in law (BA, 1972) and economics (BA Honors - Econ, 1974) from South Africa’s Stellenbosch University and an MBA (with distinction, 1986) from New York University’s Stern School of Business. Mr. Patterson serves on the Board of Directors of Allied World Assurance in Bermuda, Broadpoint Securities Group, Polymer Group Inc., Flagstar Bancorp and on the Dean’s Executive Board of the NYU Stern School of Business. Mr. Patterson is fluent in Afrikaans.

 

Gregory P. Patti Jr.
Partner
Cadwalader, Wickersham & Taft LLP

Greg Patti’s practice includes substantial experience in mergers and acquisitions and securities law, including strategic acquisitions and divestitures, private equity transactions, representation of portfolio companies, general corporate counseling, and ’34 Act reporting. Mr. Patti has represented numerous buyers and sellers in auctions of large subsidiaries and divisions of public companies, particularly in the telecom and health care industries.

Representative recent transactions for which Mr. Patti served as lead mergers and
acquisitions counsel include representations of:

  • J.P. Morgan Capital Partners, LLC in the $440 million sale of its MQ Associates, Inc. medical diagnostic imaging business to Novant Health
  • Sun Healthcare Group, Inc. in the $625 million acquisition of Harborside Healthcare Corporation from an affiliate of Investcorp
  • Verizon Communications in the sale of its Latin American directories business to an affiliate of Welsh, Carson, Anderson & Stowe
  • Sun Healthcare Group, Inc. in the sale of its home health care business to AccentCare, Inc
  • Dynegy, Inc. in the $2.4 billion sale of its natural gas liquids business to an affiliate of Warburg Pincus
  • Verizon Communications in the $1.5 billion sale of its Canadian directories business to an affiliate of Bain Capital
  • Verizon Communications in the sale of the healthcare information technology business of its Verizon Information Technologies Inc. subsidiary to Infocrossing, Inc.
  • Sun Healthcare Group, Inc. in the sale of its pharmacies business to Omnicare, Inc.
  • Verizon Communications in the sale if its BBNT Solutions subsidiary to an affiliate of General Catalyst Partners and Accel Partners
  • Qwest Communications International Inc. in the $7.05 billion sale of its QwestDex directories business to an affiliate of The Carlye Group and Welsh, Carson, Anderson & Stowe
  • Verizon Communications in the $800 million sale of its TSI Telecommunication subsidiary to an affiliate of GTCR Golder Rauner
  • GTE Corp. in the acquisition and sale of approximately $4.5 billion in cellular properties from and to Alltel Corporation
  • Telecom Italia Mobile in the acquisition of a Venezuelan cellular company

Prior to joining Cadwalader, Mr. Patti was a partner at O'Melveny & Myers LLP.

Mr. Patti received his J.D. from Harvard Law School, an M. Phil. in International Relations from the University of Cambridge, and a B.A., magna cum laude, from Yale University.

 

Jason T. Rowe
Vice President
Goldman Sachs & Co.

Columbia University Graduate School of Business, M.B.A., 2002; United States Military Academy, B.S., 1995. Goldman, Sachs & Co., Summer Associate, 2001; U.S. Army, 1995-2000. Rejoined Goldman Sachs, Communications, Media & Entertainment Group (reorganized in 2002 as the TMT Group), as an Associate in 2002. Promoted to Vice President in 2005.

 

Daniel Schultz
Managing Director and Co-founder
DFJ Gotham Ventures

Danny Schultz is a Co-founder and Managing Director of DFJ Gotham Ventures, a leading early-stage venture firm based in New York. For over two decades Mr. Schultz has invested in and financed start-ups and public companies across the technology, media and communications landscape.

Danny currently focuses on investing in technology companies in the financial services, digital media, network infrastructure and mobile technology sectors. He represents DFJ Gotham on the boards of Pivot Solutions, Magnolia Broadband, ViVOtech and Worktopia, and prior to their acquisition, XOsoft (acquired by CA) and Massive (acquired by Microsoft). Mr. Schultz has also invested successfully in SMARTS (acquired by EMC), Insulair (acquired by Georgia Pacific) and Active Impulse Systems (acquired by Phillips).

Danny is also a member of the board of the Venture Industry Association of New York and is an advisor to the NYC Seed Investment Fund and Yissum, the technology transfer unit of The Hebrew University (Jerusalem). Prior to co-founding DFJ Gotham, he was a senior banker with Lehman Brothers in both New York and London, where he ran the firm’s equity private placement business. Danny is a graduate of Columbia University, a native New Yorker and can frequently be found around 10pm somewhere in Westchester playing ice hockey.


Gregg Slager
Americas Private Equity Leader
Ernst & Young LLP

Gregg, a Transaction Advisory Services partner, leads the Americas Private Equity practice. He has over 25 years of experience and has worked on over 500 engagements for leading global private equity firms, investor groups and corporate dealmakers across industries. His transaction experience includes mergers, acquisitions, joint ventures and alliances, initial public offerings, spin-offs, carve-outs and asset sales. Gregg’s private equity experience expands beyond transactions to include fund services and portfolio company support.

He is one of the firm’s thought leaders on private equity and led the development of the differentiated enterprise-wide global private equity service model. Additionally, he has deep experience in SEC and capital markets matters and is a speaker at continuing education and national training programs on a number of private equity and financial reporting topics. A certified public accountant, Gregg also has spoken at State Certified Public Accountant societies on technical matters on financial reporting and diligence.

Gregg is based in New York and has worked in a number of office locations during his career, including two years in London working on diligence and corporate finance projects throughout Western Europe. In addition to his current role, he serves on various ongoing and ad hoc firm task forces and committees including the Gender Equity and Alliance Review Committee. He is currently on the board of the Manhattan Theatre Club and has been on the boards of various non-profit media and entertainment entities including radio broadcasting, cable access organizations and community news publications.

 

Brian Sullivan
Anchor
FOX Business Network

Brian Sullivan joined FOX Business Network (FBN) in April 2008 as an anchor. He co-anchors the 10am-12pm ET hours of the FOX Business block.

Prior to joining FBN, Sullivan served as an anchor for Bloomberg Television where he hosted the programs Morning Call and In Focus. He also frequently hosted the weekend interview program For the Record. Sullivan's July 2007 special, "Subprime Shockwaves" won the New York CPA Society Excellence in Financial Journalism award and was nominated for the Loeb Award for its early reporting on the impact of subprime mortgages on the housing market and economy.

Sullivan joined Bloomberg Television in 1997 and during his eleven years with the network, he served in various roles as a writer, editor, on-air reporter and stocks editor. In his anchor position, Sullivan interviewed prominent political and business leaders including Bill Gates, Warren Buffett, Larry Ellison, and Prince Alwaleed bin Talal. He also frequently speaks and moderates panels at events such as the Milken Institute Global Conference.

Prior to joining Bloomberg, Sullivan traded chemical commodities for Mitsubishi International. Born in Los Angeles, CA, he earned his bachelor's degree in political science from Virginia Tech, certificate in journalism from New York University School of Continuing Education, and a law degree from Brooklyn Law School. Sullivan also races cars competitively in the Sports Car Club of America.

Andrew J. Terry
Partner
Ropes & Gray LLP

Andrew J. Terry, a partner in Ropes & Gray's Corporate Department, focuses his practice in public and private securities offerings, mergers, acquisitions, buyouts, and general corporate and securities law advice. In particular, Andrew focuses on various corporate financing transactions for issuers, including initial public offerings and Rule 144A offerings, and has been involved in public company mergers, tender offers and bankruptcy restructurings. He also counsels public companies on various compliance and governance matters, including Exchange Act reports, stock exchange rules, Rule 144, Section 13 and Section 16 reports, and executive compensation.

Andrew has significant experience counseling publicly traded companies, leveraged buyout and private equity funds, and their portfolio companies in both transactions and general corporate matters, including the following representative transactions:

  • The multi-billion dollar acquisition of a leading provider of technology products and services by a leading private equity firm, including the issuance of $2 billion of senior and senior subordinated bridge loans
  • The acquisition of a global distributor of laboratory supplies by a leading private equity firm, including the tender offers for four series of outstanding high yield bonds of the target and its affiliates
  • A national telecommunications service provider's $100 million initial public offering and $93 million follow-on secondary offering
  • The issuance and sale of $1.1 billion of senior notes in connection with the financing of various hedging transactions for a competitive energy provider
  • The $95.7 million initial public offering of a diversified agribusiness and retailer
  • The $3.6 billion issuance and sale of senior notes in connection with a competitive energy provider's purchase of another energy provider
  • The $175 million public offering of common stock by a leading U.S. organic residuals recycler owned by a leading private equity firm
  • The $448 million initial public offering of a national consumer products company
  • The issuance and sale of $210 million of senior subordinated notes in connection with the leveraged buyout of a national consumer products company for a large private equity firm

Prior to joining Ropes & Gray, Andrew was a partner at Kirkland & Ellis LLP. Andrew received his J.D., magna cum laude, from Indiana University School of Law, his M.B.A. from Indiana University Kelley School of Business and a B.A. from Indiana University.

 

David Wermuth
Senior Principal and General Counsel
Stone Point Capital LLC

David J. Wermuth is a Senior Principal and the General Counsel of Stone Point Capital LLC, a global private equity firm focused on making investments in the financial services industry for nearly twenty-five years. Stone Point primarily invests through the Trident Funds, which have secured approximately $10 billion in committed capital for investments in more than fifty companies in the financial services industry since 1994. Mr. Wermuth joined Stone Point in 1999 from Cleary, Gottlieb, Steen & Hamilton LLP where from 1996 to 1999 he was a corporate attorney specializing in mergers and acquisitions. Prior to joining Cleary Gottlieb, he served as a law clerk to a federal judge of the U.S. Court of Appeals for the Ninth Circuit and as an auditor for KPMG Peat Marwick. Mr. Wermuth is a director of Amherst Holdings LLC, Asset Allocation & Management Company, LLC, Edgewood Partners Holdings, LLC, OneWest Bank Group, LLC and StoneRiver Holdings, Inc. Mr. Wermuth holds a B.A. from Yale University, an M.B.A. from the New York University Leonard N. Stern School of Business and a J.D. from Cornell Law School.

 

Tyler Wolfram
Partner
Oak Hill Capital Management

Tyler J. Wolfram is a Partner of Oak Hill Capital Partners and has been with the firm since 2001. He is a member of the Investment Committee and heads the Consumer, Retail & Distribution group. Prior to joining Oak Hill, he was a Managing Director at Cornerstone Equity Investors. Prior to that, Mr. Wolfram was a Vice President in the high yield group of Donaldson, Lufkin & Jenrette. He earned an A.B. degree from Brown University and a M.B.A. from The Wharton School of the University of Pennsylvania.

 


 

November 11, 2009
7:30am – 6:20pm

New York, NY

Event Price: $975

Event location will be disclosed to attendees upon completion of the registration process.

 

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