Meet the MSF Advisory Council
Senior Managing Director, FTI
Mr. Conly is a Senior Managing Director in FTI’s Corporate Finance practice in Dallas, Texas. He has 35 years of extensive restructuring, corporate finance and asset management experience in a variety of industries including energy, financial services, telecommunications, retail, real estate, manufacturing, distribution, and broadcast. He has helped clients solve complex business problems related to restructures; mergers, acquisitions and dispositions; business integration; capital raises and capital structure, operational improvements, and investment decisions.
Mr. Conly has been a partner at PricewaterhouseCoopers LLP and a managing director in the Financial Institutions Group of Bank of America’s Corporate and Investment Bank. Mr. Conly’s experience prior to joining FTI includes eight years of corporate finance and restructuring experience with Bank of America and its predecessors, seven years of energy industry experience, five years of regulatory and compliance experience with the Federal Deposit Insurance Corporation (“FDIC”).
Furthermore, Mr. Conly served on numerous panels speaking to a variety of corporate finance and restructuring topics including presentations to the Jay L. Westbrook Bankruptcy Conference, State Bar of Texas Bankruptcy Section, Rocky Mountain Minerals Conference, Turnaround Managers Association, FTI Economic Forum, Valcom Conference, Fifth Circuit Bench Bar Conference and the Comptroller of the Currency, Large Bank Examination Group.
Mr. Conly is professionally affiliated with the American Institute of Certified Public Accountants, the Texas State Society of Certified Public Accountants, the Turnaround Management Association, and the American Bankruptcy Institute. He also serves on the Executive Committee of the State Bar of Texas Bankruptcy Law Section and is a fellow of the American College of Bankruptcy.
Mr. Conly received his B.B.A. in Accounting from The University of Texas at Austin.
Managing Director, J.P. Morgan
Beth Lawrence has been with J.P. Morgan since 1980. As a Managing Director, she heads the Global Corporate Banking Natural Resources Team, which includes Oil & Gas, Chemicals and Metals and Mining clients. In addition to her leadership role, Beth manages the global relationships for J.P. Morgan’s top twenty-five Oil & Gas clients within the Global Investment Bank. Prior to moving to J.P. Morgan Houston in 1996, Beth was based in Puerto Rico with the firm managing the U.S. Multinational group in the Caribbean and Central America.
Ms. Lawrence is an International Relations graduate of Tulane University. She is Series 24, 7 & 63 licensed. Beth was Chairperson of J.P. Morgan’s Houston Women’s Leadership Alliance for 5 years, and is a senior sponsor of the “Investment Banking Women’s Network” and the “J.P. Morgan Women’s Interactive Network”. She is also a member of “Texas Women on Wall Street”well, as as a member of The University of Texas MBA recruiting team.
Managing Director, Hawkins Capital
Beth Robison is Managing Director at Hawkins Capital, which manages the Hawkins Investment Partnership, a private investment fund in Houston, Texas. She has served in this role since January 2012. Prior to joining Hawkins Capital, Beth worked at Fayez Sarofim & Co. from August 1997 until November 2011, where she was an equity analyst and portfolio manager. She was a member of the firm’s nine-person investment committee from 2006 until her departure. Beth obtained her MBA from The University of Texas in 1997. She earned a Bachelor of Arts degree summa cum laude from Vanderbilt University in 1993. She is a CFA charter-holder and serves as an advisor to the MBA Investment Fund at The University of Texas at Austin.
Managing Director, Quantum Energy Partners
Bill is a member of Quantum’s Executive and Investment Committees. He is actively involved in the setting of the firm’s strategy and is responsible for originating and overseeing investments in the oil and gas upstream and oilfield service sectors.
Prior to joining Quantum, Bill was a Partner in the Investment Banking Division of Goldman, Sachs & Co. where, during his tenure, he headed the firm’s Natural Resources Group as well as its Houston office. He was also a member of Goldman’s Investment Banking Services Leadership Group. Bill’s career as a banker spanned 22 years and was focused on large cap energy companies primarily in the upstream and oil service sectors. He advised on several landmark mergers and acquisitions in those sectors in addition to leading efforts for his clients to raise an estimated $20 billion in equity capital. He currently serves on the board of Apache Corporation. He has also been an active civic leader, chairing the boards of the Houston Museum of Natural Science and the St. Francis Episcopal Day School. He is also a member of the board of trustees for the St. Luke’s Episcopal Health System, the MD Anderson Cancer Center and The Kinkaid School. Bill earned his B.B.A. from The University of Texas at Austin and his M.B.A. from The Wharton School at the University of Pennsylvania.
Chip Van Os
Managing Director, Raymond James
Mr. Van Os is a Managing Director in the Investment Banking division. He joined the Raymond James Energy Group in September 2010 and is focused on the E&P sector. Mr. Van Os has been an energy investment banker for over 14 years and has significant experience executing M&A, equity and debt transactions for E&P, energy service and equipment and midstream and transportation companies.
Prior to joining Raymond James & Associates, Mr. Van Os was an executive director in the Energy Group at UBS Investment Bank, where he worked for seven years. Prior to UBS, Mr. Van Os worked for the Energy Groups of Credit Suisse First Boston and Donaldson, Lufkin & Jenrette.
Mr. Van Os earned a BBA in accounting from Southern Methodist University and an MBA from The University of Texas at Austin.
Clas Olsson is chief investment officer (CIO) of Invesco's International Growth Investment Management Unit and a senior portfolio manager with the Invesco International Growth team. Mr. Olsson is a lead portfolio manager on the Invesco International Growth strategy and the Invesco European Growth strategy.
Mr. Olsson began his investment management career in 1994 as an investment officer and portfolio analyst specializing in international equities with Invesco. He was promoted to portfolio manager in 1997 and assumed his current role as a senior portfolio manager in 1999 and CIO in 2009. Prior to joining Invesco, Mr. Olsson was a communications officer in the Royal Swedish Navy.
A native of Vasteras, Sweden, Mr. Olsson became a commissioned naval officer at the Royal Swedish Naval Academy in 1988 and earned a BBA degree in 1994 from The University of Texas at Austin
G. Stacy Smith
Trinity Group, LLC
Senior Managing Director, Evercore Partners
George Ackert is an internationally recognized investment banker and advisor to companies in the transportation and infrastructure space, as well as in leasing/rental and business services. Mr. Ackert is Global Head of Transportation and Infrastructure at Evercore Partners, which he joined in 2009.
At Evercore, Mr. Ackert's advisory assignments have included advising Burlington Northern Santa Fe on its $44 billion sale to Berkshire Hathaway; advising AMR on the strategic alternatives for American Eagle; the $500mm investment in PAL (Philippines Airlines); the $1.4bb sale of Coinmach/concurrent merger with Airserve; Carlyle’s acquisition of Landmark Aviation; the acquisition of LINC by Universal Truckload; the Sale of RMI by Carlyle to GE Transportation; the sale of 50% of Volaris to a consortium (including Indigo); the USPS on its restructuring, advised the creditors of YRC Worldwide creditors in connection with strategic alternatives and restructuring; The Carlyle Group on its $600 million venture with RPK; and advising AFL regarding its sale to FedEx Express. Previously, he was the Global Head of Transportation & Infrastructure at Bank of America Merrill Lynch. While at Merrill Lynch, Mr. Ackert also advised on a number of other significant transactions, including: the merger of Delta Air Lines and Northwest Airlines, the sale of the Dakota, Minnesota & Eastern Railroad Corporation to Canadian Pacific Railway; the sale of Pegasus Aviation Finance Company by Oaktree Capital Management to Terra Firma; the SkyWest Airlines acquisition of ASA from Delta Air Lines; the sale of Spirit Airlines; and on private equity transactions for Hertz and PODs. George was also instrumental in the merger/IPO/Chapter 11 re-emergence of America West Airlines and US Airways, as well as the full recapitalization of AMERCO (U-Haul).
Mr. Ackert began his career as an Associate Attorney in Mergers & Acquisitions and Structured Finance at Skadden, Arps, Slate, Meagher & Flom LLP. He holds a J.D. with Honors from The University of Texas School of Law, an M.B.A. from Baylor University, as well as a B.B.A. with High Honors from The University of Texas at Austin.
George has been married to Pamela Ackert for 21 years, and they have two children: George and Victoria Ackert. They live in Bernardsville, New Jersey, and George’s office is in New York City.
Senior Partner, MatlinPatterson
Greg Ethridge is Senior Partner and investment professional of MatlinPatterson Global Advisers. Prior to joining MatlinPatterson in January 2009, Mr. Ethridge was a principal in the Recapitalization and Restructuring group at Broadpoint Capital, Inc. where he moved his team from Imperial Capital (2008-2009). Mr. Ethridge was a founding member of the corporate finance advisory practice for Imperial Capital LLC in New York (2006-2008). Prior to Imperial Capital, Mr. Ethridge was a principal investor at Parallel Investment Partners LP (formerly part of Saunders, Karp and Megrue) executing recapitalizations, buyouts and growth capital investments for middle market companies (2005-2006). Previously, Mr. Ethridge was an associate in the Recapitalization and Restructuring Group at Jefferies and Company, Inc. (2001-2005) where he executed corporate restructurings and leveraged finance transactions and a crisis manager at Conway, Del Genio, Gries & Co. in New York (2000-2001). Mr. Ethridge holds a BBA and a Master in Accounting from The University of Texas at Austin (2000).
Mr. Ethridge serves on the Boards of Directors of FXI Holding and Crescent Communities and is an observer on the board of Standard Pacific. Mr. Ethridge serves on the Investment Committee of MatlinPatterson Global Advisers.
Managing Director, Deutsche Bank
Chief Investment Officer & Managing Partner, Durbin Bennett Peterson
Hal is the Managing Partner and Chief Investment Officer of Durbin Bennett Peterson Private Wealth Management, LLC with 27 years of investment management experience. Prior to co-founding DBP, he was the senior investment officer for the Bank of America Private Bank in Austin, Texas. In that role, he was responsible for the management of $1.3 billion in client assets. His career began with the Wall Street firm Kidder, Peabody & Co. where he spent several years in both Denver and Seattle. Hal moved to Texas in 1989 to manage the Trust Investment Group for First City Texas, where he managed assets for private clients, institutions, and tax-exempt organizations. In 1994 he joined NationsBank and became the senior investment officer for the Private Client Group in Austin.
Hal actively participates in the Austin community. He is a member of the Board of Governors of the Austin Community Foundation where he also serves as Chairman of the Investment Committee. He is a Trustee of the Seton Fund and is a member of the Investment Committee. Hal serves as the Chairman of the Investment Committee of the St. Andrew’s Episcopal School Endowment, and is a Director of the Tarrytown United Methodist Endowment. In the past, he has been on the boards of several other organizations including the Boys and Girls Club of Austin and the Austin Parks Foundation.
In addition, Hal serves on the advisory council for the Master of Science in Finance program at the McCombs School of Business at the University of Texas. He is also an adjunct instructor of investments in the University of Texas Professional Development Program. Hal s a member of the Investment Management Consultants Association (IMCA), The CFA Institute, and the Austin Society of Financial Analysts. He holds a Bachelor of Science degree in Economics from Colorado State University, and holds the designation Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania.
Bank of America Merrill Lynch
Consultant, Aurora Management Partners
Jason is a consultant with Aurora Management Partners out of Austin, TX and brings more than 10 years of various consulting experience to his clients. He has a diverse financial background with extensive experience in financial assessment & analysis, strategic business planning, divestitures, liquidations, & out of court restructurings. His primary focus at Aurora is providing detailed operational & financial analysis and on-site management direction to clients requiring turnaround management services. Jason has managed or been involved with engagements dealing with refinancing of clients' short and long-term debt, reducing working capital requirements, improving cost structures, enhancing margins, and developing sourcing strategies. Jason has been engaged by both traditional & non-traditional lending institutions and family-owned businesses. He draws on engagement experience across many industries including: retail, manufacturing, distribution, and construction.
Prior to joining Aurora, Jason had his own consulting firm providing strategic business, financial, and tax planning services to companies in a variety of industries. He has also worked for Manheim, a division of Cox Enterprises, the world’s largest auto-auction company. At Manheim, Jason was the corporate liaison for all the international auctions and North American non-auction businesses such as Dent Wizard and Manheim Automotive Financial Services. He has also worked for PricewaterhouseCoopers, LLP and Ernst & Young, LLP where he handled a variety of consulting projects for clients such as International Paper, Blockbuster, Vanguard, and Halliburton.
Jason is a registered CPA in the state of Texas and is a member of the Central Texas Turnaround Management Association. He holds a Masters of Professional Accountancy degree from The University of Texas at Austin and a B.S. from Clemson University.
Managing Director, H.I.G. WhiteHorse
Jay Carvell has over 16 years of experience in the high yield markets. Currently, he is a Managing Director at H.I.G. WhiteHorse where he fills several roles in the credit investment arm of H.I.G. Capital. Mr. Carvell serves as a co-portfolio manager on over $2 billion of capital invested in the par and distressed loan space across the broadly syndicated and small/mid-cap markets. He is also the Chief Executive Officer of WhiteHorse Finance Inc., a publicly traded Business Development Company, which completed its original offering in December 2012. Mr. Carvell’s responsibilities include day-to-day management of the firm’s broadly syndicated loan strategies; leading the underwriting, diligence and monitoring process; portfolio construction and management; and investor relations. He also serves on multiple investment committees within the firm.
Prior to H.I.G., Mr. Carvell was a co-founding partner of WhiteHorse Capital Partners, L.P., where he and his partners managed over $1.7 billion in the high yield loan market. WhiteHorse Capital was acquired by H.I.G. Capital in February 2011. Before founding WhiteHorse, Mr. Carvell served in various roles at Highland Capital Management and PriceWaterhouse.
Mr. Carvell holds a Bachelor of Arts (1989) and a Master of Business Administration (1994) from The University of Texas at Austin. He also holds the Chartered Financial Analyst designation.
Brazos Private Equity Partners
Principal, Deloitte Financial Advisory Services
Mr. Kennedy has more than nineteen years of professional experience during which he has provided financial consulting services to energy and resources clients. He serves as the Deputy Global Valuation Services Leader for the worldwide practice and the Global Valuation Services Leader for the Oil and Gas practice. Additionally, Mr. Kennedy serves as the leader of the Houston business valuation practice and the leader of the Mid-America Engineering Construction Consulting practice. This practice encompasses tangible asset valuation and capital projects consulting.
He has performed a variety of valuation engagements for mergers and acquisitions, restructuring and reorganization, financing, gift and estate tax planning, litigation support, and financial reporting and tax compliance. Mr. Kennedy has performed valuation studies and financial advisory engagements for clients in the following energy and resource sectors: exploration and production, natural gas transmission, distribution, storage, gathering, fractionation, processing, and liquefied natural gas (LNG); refining; crude and refined product transmission; chemical and petrochemical; retail fuel marketing; oilfield services; and mining (coal and other minerals).
In connection with these studies, Mr. Kennedy has valued closely-held common stock (on a controlling and minority basis), preferred stock, derivative securities, debt instruments, partnership interests, inventories, tangible assets, proprietary technology, and a wide variety of other intangible assets. In addition to valuation experience, Mr. Kennedy has performed a variety of other financial consulting projects including buy-side and sell-side transaction advice and analyses of business plans for start-up companies.
Mr. Kennedy has served as an expert witness regarding valuation matters related to oil and gas assets. Mr. Kennedy has also presented on numerous occasions in front of the Internal Revenue Service, Australian Taxation Office, and other regulatory bodies regarding valuation matters related to oil and gas assets.
Prior to joining Deloitte FAS, Mr. Kennedy worked for four years as an engineering consultant and during his final year of graduate studies, he worked as a financial consultant assisting small companies and entrepreneurs.
Mr. Kennedy received his B.S. in Mechanical Engineering from The University of Texas at Austin and his M.B.A. from Purdue University.
Portfolio Manager, Ares Management LLC
Mr. Kramer is a Portfolio Manager within the Ares Capital Markets Group, and is primarily responsible for managing investments in the asset based and structured finance markets, broadly across the consumer and commercial finance sectors. He also serves on the Investment Committee for all Structured Credit related investments across various funds. Mr. Kramer joined Ares in June 2013 from the Special Situations Group at Goldman Sachs & Co., where he was a member of the Asset Investing team from 2009 through 2013, focusing on investing and lending across a wide range of consumer and commercial related assets.
Prior to Mr. Kramer’s integration into the Special Situations Group at Goldman Sachs, he had founded ReMark Capital Group, LLC, in 2005, an investment management company focused on the acquisition and structured lending of pools of consumer loans. ReMark Capital was a partnership between Mr. Kramer and Goldman Sachs, and the platform was acquired in full by Goldman Sachs in 2009. From 2000 to 2005, Mr. Kramer was an Executive Director in Global Financial markets division and Co-Head of the Securitization and Structured Credit unit of WestLB AG, a European based global commercial and investment bank. Prior to joining WestLB, Mr. Kramer worked in the Structured Finance and Capital Markets Group of both Rothschild, Inc. and Nomura Securities. Mr. Kramer also spent 9 years at Financial Security Assurance Inc., as a Vice President in its Asset Finance unit.
Mr. Kramer earned his Bachelor of Business Administration Degree in Finance from the University of Texas at Austin.
John W. Ward
Managing Director, Accenture
John is a Managing Director for Accenture (NYSE:ACN) in Dallas, Texas. He has 25 years of commercial management experience in large and small organizations in telecommunications, venture capital, private equity, and travel/transportation.
John started his Accenture career in 2000 as portfolio manager for its venture capital fund and now serves as commercial director for the team serving one of Accenture’s largest clients.
Before joining Accenture, John’s experience includes:
- CFO and Treasurer of a private equity investment firm
- CFO of a computer-based training start-up
- Principal in Corporate Development for American Airlines
- Senior Auditor for Arthur Andersen & Co.
John’s most interesting previous employment was during several summers of his undergraduate years when he was a backpacking guide for Young Life in the San Juan Mountains of southwestern Colorado.
John received an MBA from the Wharton School of Business at the University of Pennsylvania and a BBA in Business Honors from The University of Texas at Austin. John met his wife, Mary Jo (BJ ’87), at UT Austin and married into a family with deep Longhorn roots including her father who played football for Darrell Royal; her mother who lived at SRD; her uncle who played baseball for Bibb Falk; and her brother who received a BBA and JD from UT and remains active with the university today.
John resides in Dallas, Texas with his wife (Mary Jo), daughter (Catherine), son (Joseph) and two dogs (Henry and Mack, named for Coach Brown). John enjoys cycling, triathlon and cheering for his son on the junior tennis circuit. He is an Assistant Scoutmaster for Troop 82 and is on the advisory board for several non-profit agencies. John also delights in returning to campus to visit Catherine who carries on the Longhorn Legacy as a sophomore in the McCombs School of Business.
Managing Partner and CEO, Genesis Capital
Jonathan Goldman serves as Managing Partner and CEO of Genesis Capital, a leading independent investment banking firm with a national client base focused on key growth sectors of the economy. Mr. Goldman has successfully completed a wide variety of transactions including mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts, going private transactions, restructurings, initial and secondary public offerings of equity, debt financings and underwritings, and derivative hedging transactions.
Since Mr. Goldman founded Genesis Capital in 2003, the firm has established a track record of working with public corporations, family owned businesses and private companies to achieve their strategic and financial objectives. Mr. Goldman has steered Genesis Capital’s focus on client need rather than size and, as a result, has served clients over $30 billion to under $50 million in transactions exceeding $1 billion to under $25 million. Recent clients include public corporations such as Northrop Grumman (NYSE: “NOC”), Spectrum Brands (NYSE: “SPB”), Choicepoint (NYSE: “CPS”), Starwood Hotels and Resorts (NYSE: “HOT”), and Lodgian (AMEX: “LGN”), as well as leading family owned businesses, including The Paradies Shops, Herschend Family Entertainment, and Jackson Healthcare. Jonathan also has strong relationships with many private equity firms, hedge funds and family offices.
Prior to starting Genesis Capital, Mr. Goldman was a Managing Director of Robertson Stephens, L.L.C. and served as a member of that firm's Management Committee. At Robertson Stephens, Jonathan's responsibilities included managing the firm's global investment banking activities for the Software Group, Electronic Manufacturing Group, and Energy Technologies Group, managing the Atlanta office and activities in the Sunbelt Region of the United States, assisting in managing the firm's Healthcare Group, and serving on the firm’s Fairness Opinion Review Committee. Prior to joining Robertson Stephens, Jonathan was a Managing Director with The Robinson-Humphrey Company, L.L.C. where he served as Head of the Healthcare Group and also focused on leading technology solution and service providers. From 1987 to 1995, Jonathan was in the investment banking group of Credit Suisse First Boston, Inc.
Jonathan serves on several community, philanthropic and company Boards. He currently serves as Chairman of the Board of Directors of Children’s Healthcare, Inc.; is Chairman of the Executive Committee of the Atlanta Charity Clays, LLC; and is the Chairman of the Atlanta Regional Committee for Camp Sea Gull. Jonathan has also served on the Board of Directors of EveryBody Wins for Literacy, Georgia Special Olympics, American Jewish Committee and The Temple. He is currently a Director for The Paradies Shops, Inc. and The Last Straw, Inc.
Jonathan received a B.B.A. in Finance and Marketing from The University of Texas at Austin.
Kara W. Axley
Vice President, Private Client Advocate
Ms. Axley joined Westwood in 2004 and is responsible for supporting the development, maintenance and growth of institutional relationships, including corporate pensions, foundations, and endowments, as well as private wealth relationships. Ms. Axley is currently serves on Westwood’s Charitable Events Committee and is actively involved with several non-profits in the Dallas area, including EQUEST, Children’s Medical Center, and the Ronald McDonald House. Ms. Axley began her professional career in 1996 at Merrill Lynch as a member of the global consumer products equity research team before moving to Charlotte, North Carolina, to work as an Investment and Corporate Banking Analyst in the Building and Forest Products group for First Union Securities. Additionally, Ms. Axley spent time with William K. Woodruff & Co. as an investment banking associate. Ms. Axley earned both her BBA in Finance as well as her MBA from the McCombs School of Business at the University of Texas at Austin and earned the Claritas® Investment Certificate by CFA Institute in 2013. She resides in Dallas with her husband and two children.
Ken M. Sample
Senior Vice President, JPMorganChase Bank - Commercial Banking Group
Mr. Sample joined Texas Commerce Bank in 1984. Since that time, he has provided banking and investment banking products and services to a wide variety of commercial, correspondent banking, and corporate clients. From 1996 to 1998, Ken managed Chase Austin’s Regional Group that developed and serviced middle market relationships within a 150 mile radius of Austin. This group also handled the needs of large corporate companies headquartered outside of Austin that had Austin operations. Ken joined the commercial group in 1998. In May 1999, he was named Team Leader, Austin Middle Market. Subsequent to the JPMorganChase merger with Bank One, Ken was named Division Manager for the newly combined Austin Commercial Banking Group.
In October 2007, Ken joined the San Antonio Commercial Banking Group as Division Manager. The San Antonio Commercial Group provides a variety of banking and investment banking products and services to companies with top line revenue of $20 to $500 million.
In March 2009, he was asked join the Commercial Bank credit team as Senior Underwriter for Austin (Waco/Temple and Midland/Odessa), San Antonio (Corpus Christi) and the Rio Grande Valley, working with 9 underwriters on credit quality and approval covering approximately 475 clients and $3 billion in committed loan facilities. In October 2011, he was promoted to Regional Credit Executive for the same territory with the addition of the El Paso and New Mexico markets.
Ken is a member of the Chase San Antonio Leadership Council and the Chase San Antonio Contributions Committee. He serves on the board of three not-for-profit entities: the Association for Corporate Growth, ACCION Texas-La, and the World Affairs Council. Additionally, Ken is a member of the Auction Committee of the San Antonio Livestock Expo, the Dell Children’s Medical Center of Central Texas Council and The University of Texas Chancellor’s Council.
Ken is a native Texan from Smiley, Texas, and is still actively involved in his family’s poultry and ranching business. He is a 1984 graduate of The University of Texas at Austin with a Bachelor of Business Administration degree in Finance. Ken and his wife Mary have one son, Reilly, age 18.
Director, Strategic Planning & Financial Analytics at AIG
Margo Somma is Director of Strategic Planning and Financial Analytics at AIG. Prior to this role, she held the Vice President of Corporate Planning & Analysis position at American Express. In this capacity, Margo leads a variety of business-planning processes and strategic projects. Her responsibilities include forecasting and annual planning, long range planning and scenario analysis, resource optimization, and strategic resource identification and analysis.
Prior to this role, Margo was Vice President and Lead Finance Officer of Global Prepaid and the Consumer Travel Network. She has also served as the Vice President and Lead Financial Officer for US Consumer Card Product Management. Margo joined American Express in 2001 as a manager in Risk Finance.
Margo has an undergraduate and master’s degree in accounting from the University of Texas and is a Certified Public Accountant.
Managing Director, Evercore
Mark Whatley is a Managing Director of the firm's corporate advisory business focusing on the transportation sector on a global basis.
Mr. Whatley has significant experience representing corporate clients and special committees on mergers and acquisitions, capital raising alternatives, and restructuring transactions. In addition, Mr. Whatley has extensive capital markets experience representing clients on over 45 equity, equity-linked and high yield transactions.
Prior to joining Evercore, he was a Vice President in the Transportation and Infrastructure group at Bank of America Merrill Lynch and its predecessor Merrill Lynch. During his time at Merrill Lynch, Mr. Whatley advised on a number of significant transactions for clients including Allegiant Travel, American Airlines, America West Airlines, Continental Airlines, LAN Airlines, BNSF, Navios Maritime, Norfolk Southern, Overseas Shipholding Group (OSG), Seaspan, Ship Finance, Teekay Corp and U-Haul.
While with Evercore, Mr. Whatley has advised on a number of restructuring, mergers and acquisitions, capital raising and strategic advisory assignments for clients including American Airlines, Capital Product Partners, Danaos Corp., DryShips, Global Ship Lease, Golar LNG, Safe Bulkers, Scorpio Tankers, Star Bulk Carriers, Clipper Group, ZIM, Spirit Airlines, OSG, TORM and Volaris Airlines.
Mr. Whatley received his B.A. in Economics from Trinity University and his M.B.A. from the McCombs School of Business at The University of Texas at Austin.
Managing Director, Acuitas
Mark L. Zyla is a Managing Director of Acuitas, Inc., an Atlanta-based valuation and litigation consultancy firm. Mark has provided valuation consulting for various types of entities for the purposes of mergers and acquisitions, financial reporting, tax planning, corporate recapitalizations. He has also valued various types of intellectual property and other intangible assets for many purposes. Prior to joining Acuitas, he was formerly a practice leader for PricewaterhouseCoopers’s Corporate Finance Consulting Group for the Southeastern U.S.
Mark received a BBA degree in Finance from The University of Texas at Austin and an MBA degree with a concentration in Finance from Georgia State University. Mark also completed the Mergers and Acquisitions Program at the Aresty Institute of The Wharton School of the University of Pennsylvania and the Valuation Program at the Graduate School of Business at Harvard University. He is a Certified Public Accountant, Accredited in Business Valuation (“CPA/ABV”), Certified in Financial Forensics (“CFF”) by the AICPA, a Chartered Financial Analyst (“CFA”), and an Accredited Senior Appraiser with the American Society of Appraisers certified in Business Valuation (“ASA”).
Mark is a member of the American Society of Appraisers (“ASA”), the American Institute of Certified Public Accountants (“AICPA”), CFA Institute, and the CFA Society of Atlanta. Mark is a former member of the Business Valuations Committee of the AICPA, and a former Chairman of the ABV Examination Committee of the AICPA. He is also a member of the Business Valuation Standards Subcommittee of the ASA. He served as the Vice Chairman of The Appraisal Foundation’s Business Valuation Best Practices Working Group on Contributory Asset Charges and is a member of AICPA’s Fair Value Resource Panel. He serves as the chairman of the AICPA’s Fair Value Measurement Conference Committee. He is also a member of the Southern Venture Forum, a professional organization of the venture capital community. He is one of the authors of the International Glossary of Business Valuation Terms, which has been adopted by the major valuation organizations. He is also a member of the Liabilities Working Group of the International Valuation Standards Council (“IVSC”).
Mark is a frequent presenter and author on valuation issues. He has presented to such corporations as McKesson and Coca-Cola. He has taught valuation courses at the FBI Academy in Quantico, Virginia and to the PCAOB in Washington D.C. He is on the faculty of the Federal Judicial Center and the National Judicial College teaching business valuation concepts to judges. Mark is author of Fair Value Measurement: Practical Guidance and Implementation 2nd ed. published by John Wiley & Sons, Inc. (2013). Mark is also the co-author of the course, “Fair Value Accounting: A Critical New Skill for All CPAs” published by the AICPA. Mark is also co-author of Fair Value Measurements: Valuation Principles and Auditing Techniques published 2011 by Tax Management, Inc., a division of the Bureau of National Affairs.
Partner, Seabury Group
Mike Cox joined the Seabury Group as a partner in April 1998. He has over 25 years of airline and aviation-related experience. At Seabury, Mr. Cox has advised numerous airline clients on a variety of projects, including airline treasury, corporate finance, and airline restructuring. Recent engagements have included leading the Seabury team in successfully restructuring the aircraft debt/lease restructuring efforts for the successful reorganization efforts at US Airways, Air Canada and Northwest Airlines. Mr. Cox led the successful out-of-court restructuring of South African Airways resulting in a profitable fiscal year ending March 31, 2008 after losing over 1 billion ZAR the year before. Mr. Cox also advised Frontier Airlines in its Chapter 11 reorganization efforts.
Prior to joining Seabury, Mr. Cox was a Director at Price Waterhouse LLP where he led the aviation consulting/restructuring group. Mr. Cox also worked for Continental Airlines, Inc. for 11 years where he served in a variety of financial positions including Vice President and Treasurer. At Continental he initiated and structured numerous financings to increase cash reserves and finance fleet acquisitions. He also led negotiations for a variety of financial instruments including leveraged leases, tax leases, operating leases, secured debt, DIP financing, common stock equity offerings, public debt offerings and IRB financing.
Mr. Cox received his M.B.A. in Finance and Accounting from The University of Texas at Austin and his B.B.A in Business Management from Texas A&M University where he graduated magna cum laude. Mr. Cox is a FINRA representative registered with the Series 7, 79 and 63.
Senior Vice President & Chief Financial Officer, Sam's Club
Michael Dastugue joined Sam’s Club as Senior Vice President and Chief Financial Officer in January 2013. He is responsible for all of the Sam’s Club finance functions including strategy, merchandise, accounting and controls, operations and financial planning and analysis.
Previously, Michael spent 20 years in retail at JCPenney where he had extensive experience in financial planning and analysis, mergers and acquisition, strategy, treasury and capital markets, and real estate. He held numerous positions in finance and real estate including the roles of Executive Vice President and Chief Financial Officer, Treasurer, and SVP of Property Development. Prior to JCP, Michael spent 3 years in public accounting.
Michael earned a Master’s in Business Administration from The University of Texas at Austin and has a Bachelor’s in Business Administration from Texas A&M. Michael and his wife Cheryl have three children.
Domenic (Nick) Dell'Osso
Executive VP and CFO, Chesapeake Energy Corporation
Domenic J. Dell'Osso, Jr. was appointed Executive Vice President and Chief Financial Officer at Chesapeake Energy Corporation in November 2010. Mr. Dell’Osso served as Vice President – Finance of the Company and Chief Financial Officer of Chesapeake's wholly owned midstream subsidiary Chesapeake Midstream Development, L.P. from August 2008 to November 2010. Prior to joining Chesapeake, Mr. Dell'Osso was an energy investment banker with Jefferies & Co. from 2006 to 2008 and Banc of America Securities from 2004 to 2006. Mr. Dell’Osso currently serves on the board of Junior Achievement of Oklahoma City and on the Finance Committee of Catholic Charities of Oklahoma City.
Mr. Dell'Osso graduated from Boston College in 1998 and received his MBA from The University of Texas at Austin in 2003.
Managing Director, J.P. Morgan
Pete Chilian, Managing Director, is the Market Manager for the J.P. Morgan Private Bank in the Dallas region. In this role, Pete manages a team of 50 bankers, investment specialists, credit executives, trust and estate attorneys and client service specialists who provide broad-based wealth management services to clients in the Dallas-Fort Worth metropolitan area, West Texas, New Mexico, Oklahoma, Arkansas and Northern Louisiana. Prior to his current role, Pete managed the investments business for the Dallas region of the Private Bank, overseeing a team or professionals specializing in providing tactical investment advice and managing portfolios for private clients and foundations. Pete joined the firm in New York as a Fixed Income Specialist where he traded bonds and advised clients on the positioning of their portfolios for two years before moving back to Texas in 2004. Prior to joining J.P. Morgan, Pete worked for Guaranty Bank (now BBVA Compass) in Dallas in the Capital Markets Group where he structured and managed the closing of large commercial loan syndications.
Pete holds an MBA in Finance from the McCombs School of Business at The University of Texas at Austin and a BA in General Business from the Cox School of Business at Southern Methodist University. He is a member of the Board of Directors for the SMU Mustang Club supporting SMU athletics, and is an active supporter of The Children’s Trust at Children’s Medical Center of Dallas. Additionally, Pete is a member of the Campaign Committee for the Methodist Dallas Medical Center Capital Campaign. Within J.P. Morgan, Pete has twice served as Co-Chair of the Good Works Employee Giving Campaign for the Dallas market.
He resides in Dallas with his wife of eleven years, Brandi, and their two boys, Cook and Wyatt.
Regional CEO - Houston, Bank of Texas
Randall L. Walker is the Houston Region Chief Executive Officer for Bank of Texas, where he has served since 2004. Previously, Walker served as Senior Vice President of Commercial and Corporate Banking for Amegy Bank in Houston and Senior Vice President and Regional Market Manager for Bank of America in Austin.
A native Houstonian, Walker began his banking career in 1984 at Allied Bank of Texas in Houston which later became First Interstate Bank and Wells Fargo Bank.
Actively involved in the community, Walker currently serves on the Board of Directors and chairs the Finance Committee for Covenant House Texas, serves on the Board of Directors and Executive Committee for the Houston Technology Center, and is a Campaign Vice-Chair for the United Way of Greater Houston. He also served as the 2012-2013 Men in Red Chair for the American Heart Association and is a member of the Board of Directors for the American Heart Association.
Walker earned his Bachelor of Business Administration from The University of Texas at Austin.
Rebecca Szelc has extensive experience as a consulting and testifying expert on economic damages issues associated with a variety of complex commercial disputes, including tortious interference, theft of trade secrets, patent and copyright infringement, false advertising, loss of use, and breach of contract. She has provided expert testimony in commercial lawsuits, mediations, and arbitrations.
In addition to her litigation-related work, Ms. Szelc has extensive experience determining lost profits associated with many insured peril types, including product recalls, fidelity losses, windstorms, floods, earthquakes, explosions, and fires, as well as with degrees of interruption of operations.
Before joining BRG, over the last 18 years Ms. Szelc served as a senior member of several consulting firms, during which time she led a Business Insurance Consulting practice.
Rebecca completed her MBA in Finance at The McCombs School of Business at The University of Texas at Austin and holds a BS in Management from Louisiana State University
[Title], Five T Investments
Reid S. Walker currently runs Five T Investments, a Dallas based family office with a focus on equity and energy investments. He successfully co-founded and ran Walker Smith Capital from December 1996 thru September 2012. Walker Smith Capital employed a long/short value strategy primarily focused on small and mid capitalization US equities. Before the formation of Walker Smith Capital, Mr. Walker worked for The Pinnacle Fund and was a co-founder and manager of Gryphon Partners. Mr. Walker started his career as an analyst in New York for Wasserstein Perella & Co.
Mr. Walker graduated with honors from The University of Texas at Austin in 1990 with degrees in finance and honors business. He also holds the Chartered Financial Analyst (CFA) designation. He serves as an investment board member for the Susan. G. Komen Breast Cancer Foundation. Mr. Walker is a Co-Founder of Capital for Kids, a Dallas based non-profit organization, and is married with two children.
US Capital Advisors, LLC
For more than two decades, Richard Sieling has worked with individual and institutional investors with the aim of helping them achieve their financial goals. He began his career with Morgan Stanley in 1988 which included roles based in New York, Luxembourg, and London. A major accomplishment while at Morgan Stanley was to help create a bank in Luxembourg to serve investors. In that role, he rose to become the Co-Managing Director.
In 1999, Sieling was recruited by Lord, Abbett & Co. to create their European presence based in London, which included the establishment of their overseas mutual funds. He became the partner in charge of International Services in 2002 and oversaw the European, Latin American, and Japanese business for Lord Abbett.
At both firms, Sieling was extensively involved in and responsible for starting up and managing their businesses overseas. Another experience he offers his clients is having once been retired for two years in 2010-2011, and understand the transition to retirement.
Sieling is originally from Texas and he and his wife are both UT graduates. Sieling serves on the Advisory Board for the Master of Science in Finance at UT and also holds an MBA from the American Graduate School of International Management (Thunderbird) in Phoenix, AZ.
Away from the office, Sieling spends his free time with his wife, Jackie, and their three children. He is very involved in the golf community in Austin. He is on the Steering Committee for the Hannon Cup Assoc. and has passed the USGA Rules Official exam. Other interests include the Wine & Food Federation of Texas, activities with the British ex-pat community, and all things Austin.
Founder and Managing Partner, Goshawk Global Investment LLC
Ryan Nixon is the founder and managing partner of Goshawk Global Investments LLC (Goshawk), an opportunistic, value-oriented investment firm. Goshawk manages a high-conviction, concentrated investment portfolio of public companies and analyzes businesses using independent, fundamental research. Prior to founding Goshawk, Mr. Nixon spent three years as an equity analyst for Hester Capital Management.
Mr. Nixon earned a BA and an MBA from The University of Texas at Austin. Ryan has worked with the Feed My People Program, served on the Greenlights 501 Council, and is currently active as part of the Advisory Council for the LEAP Foundation.
Partner, Farrimond Castillo & Bresnahan, P.C.
Mr. Farrimond concentrates his practice primarily in the area of banking and finance, commercial real estate, and corporate and general business law. He has represented numerous banking and financial institutions in the areas of construction and mortgage lending, commercial loans, asset-based lending transactions, residential loans, workouts, restructures and foreclosures. Mr. Farrimond also devotes much time to real estate development, as well as the negotiation and drafting of commercial leases. He has been active in the organization of numerous partnerships and joint ventures for the acquisition and development of various real estate projects, and has handled transactions involving the purchase and sale of real estate, both improved and unimproved, throughout Texas.
In the commercial law area, Mr. Farrimond’s experience includes initial incorporations, shareholders’ agreements, partnership and joint venture agreements, mergers and acquisitions, contracts, corporate planning and formation, and compliance with Uniform Commercial Code requirements. He is experienced in the negotiation of business related disputes including the enforcement of mechanics’ and material mens’ liens, landlord/tenant matters, creditors’ rights and a variety of contractual and real estate disputes.
Mr. Farrimond grew up in San Antonio, Texas and has lived in the San Antonio area most of his life.
Managing Partner, SSR Capital
Mr. Steve Helland serves as Managing Partner of SSR Capital Partners. Mr. Helland has over 20 years of experience in financial and capital markets. He served as Executive Vice President, Wealth Management for Scottish Annuity and Life since April 2001, with responsibility for wealth management activities. He started his career on Wall Street at Salomon Brothers starting in their training program and becoming a Vice President in the equity group in New York and Dallas. Mr. Helland served as Managing Director of Equities with ING Barings, LLC in Dallas, Texas. He served as Senior Vice President within Capital Markets at Prudential Securities co-managing the Dallas institutional equity office. Mr. Helland joined Avvantica's Board of Directors in November, 2002. He has been Board of Director and Advisory Board Member of Avvantica, Inc. since November, 2002. Mr. Helland has a bachelor's degree in business administration from The University of Texas at Austin.
Director, Plains All American Pipeline
Mr. Winczewski is the Director of Gas Processing Accounting at Plains All American Pipeline, which is engaged in the processing, transportation, storage, terminalling and marketing of energy-related products. In this role, he is responsible for the accounting, financial and administrative operations of its wholly-owned subsidiary Plains Gas Solutions, Inc. Prior to joining Plains All American Pipeline, he worked for Deloitte & Touche for ten years in the Audit and Enterprise Risk Services unit, primarily serving public companies in the midstream and energy sectors. There he managed the financial and internal control audits of several clients as well as business combinations and financing activities. Previously, Mr. Winczewski worked for the accounting firm Arthur Andersen. Mr. Winczewski is a Certified Public Accountant in the State of Texas. He is a member of the American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants.
Mr. Winczewski received a Bachelor of Arts in Plan II Honors, a Bachelor of Business Administration with Honors and a Master in Professional Accounting all from The University of Texas at Austin in 1999.
Vincent M. Kickirillo, CFA, CVA Partner
Vincent M. Kickirillo is a Partner with VMG Health LLC, and is based in Dallas, Texas. His clients include hospital systems, ambulatory surgery centers, imaging centers, radiation therapy centers, other outpatient operations, physician practices, management companies, third-party insurers, biotechnology companies and other healthcare entities.
In addition, Mr. Kickirillo has provided other consulting and advisory services to firms in various industries including financial and valuation analyses and testimony relating to valuation of business, securities, assets and contracts.
Mr. Kickirillo has provided these advisory services for management planning, tax planning, mergers, acquisitions, divestitures, litigation, and bankruptcy purposes. In addition, Mr. Kickirillo has provided testimony regarding valuation and other financial issues. He has extensive experience in valuation of businesses; financial securities, such as common stock and derivatives; intellectual property such as patents, trademarks and trade-names, and other specific assets.
Mr. Kickirillo received a Bachelor of Business Administration from The University of Texas at Austin, and a Master of Business Administration from Southern Methodist University. He is a Chartered Financial Analyst (CFA), a Certified Valuation Analyst (CVA), and a member of the following organizations:
- CFA Institute
- National Association of Certified Valuation Analysts (NACVA)
- Dallas Society of Financial Analysts (DSFA)
- American Health Lawyers Association
- American Bar Association
VMG Health LLC, (Partner), March 2005 to present
FTI Consulting, Inc., (Director), November 2003 to February 2005
KPMG LLP, (Manager, Director), January 1995 to October 2003
Ernst & Young LLP, (Senior Consultant), September 1991 to January 1995