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, 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.
Director, Deutsche Bank
Brad Glover is a Director in the Energy Investment Banking Group for Deutsche Bank in Houston. He joined Deutsche Bank in 2008 and is primarily focused on the Oilfield Services sector. He has significant experience in Mergers & Acquisitions and in raising capital through debt and equity transactions.
Brad earned his B.B.A. in Finance from The University of Texas and his M.B.A from Rice University.
Senior Vice President, Prudential Capital Group
Brian is a Senior Vice President in the Dallas office of Prudential Capital Group and leads a team responsible for originating and managing debt, mezzanine and equity investments across the energy value-chain. Brian’s territory includes energy investments in DFW and the Western and Southeastern US. Prior to joining Prudential in 1998, Brian worked at a hedge fund in Dallas, Texas.
Brian received his BBA from Southern Methodist University and his MBA from the University of Texas at Austin. He has obtained designation as a Chartered Financial Analyst.
Brian currently resides in Dallas with his wife Holly and son Luke (8). Outside of work Brian enjoys watching Longhorn football games, spending time with his family, playing golf and helping coach kids sports.
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.
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.
Litigation Consultant, The Claro Group
Mr. Andrien is located in Austin, Texas. His professional career spans more than twenty-five years in the areas of economics and finance. As a litigation consultant, Mr. Andrien specializes in economic and financial analyses pertaining to antitrust, intellectual property, securities, and commercial damages matters. He also has extensive experience in assisting clients in matters involving valuations, bankruptcy, and fraud. Mr. Andrien has authored a number of expert reports and has testified in deposition and at trial.
Mr. Andrien’s clients include Fortune 500 companies, government agencies, and leading law firms; and his engagements have covered a wide range of industries, including biotechnology, banking, energy, pharmaceutical, manufacturing, retail, and high technology, among others.
In addition to Mr. Andrien’s work as a consultant, he also works as a visiting professor in the Masters in Marketing Program at Thammasat University in Bangkok, Thailand, a post which he has held since 2006. The course he teaches at Thammasat is a graduate level finance course on marketing profitability and intangible asset valuation. Mr. Andrien also taught this course in the Professional MBA Program at Washington University’s Olin School of Business in St. Louis, Missouri, during the summer of 2008. In 2012, he was appointed to the faculty of the Department of Marketing at The University of Texas at Austin, where he taught a graduate-level course on global management to MBA students. Beyond these assignments, Mr. Andrien has been a guest lecturer at other distinguished universities in the United States, including The University of Texas School of Law. He routinely makes presentations on financial and valuation issues to law firms, professional societies, and scholastic institutions.
Prior to Claro, Mr. Andrien held leadership positions in other nationally renowned consultancies. He also worked in the Investment Banking industry and was a Managing Partner for OSI, Inc. He has a BA in Economics and an MBA from the University of Texas at Austin
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.
Chief Financial and Administrative Officer, NGP
Ms. Lampert joined NGP in 2007 and serves as Chief Financial and Administrative Officer of NGP Energy Capital Management. She oversees the financial operations and compliance of the NGP family of funds and is also responsible for oversight of all administrative functions of NGP. She is a member of the firm's Executive Committee and Investment Committee. Ms. Lampert served as Chief Financial Officer and Founding Member of NGP Midstream and Resources from 2007 to 2010, where she was responsible for managing the complexities presented by global investments, including legal documentation, tax planning, investor communication, financial reporting and accounting oversight. Prior to NGP, Ms. Lampert held other financial, accounting and operational roles after beginning her career at Arthur Andersen.
Ms. Lampert is a Certified Public Accountant and earned her B.B.A. in Accounting in 1988 from The University of Texas at Austin.
Senior Executive Vice President, BBVA Compass
Jim Recer serves as head of US Corporate Clients in Corporate & Investment Banking. He is a member of the Executive Management Team, CIB-USA Business Committee, CIB Quarterly Operational Risk Committee and Political Action Committee. He reports directly to Head of Global Clients & Investment Banking USA David Powell.
Recer joined the organization in 2003 as Houston city president, overseeing commercial, corporate, energy and real estate. He was appointed South Texas regional executive in 2009.
In 2010 he was appointed Director of Asset Recovery Management & Solutions, which worked to maximize the recovery and value of the company’s problem assets.
He began his career with Bank of America and held various positions in his 19-year term there, including California commercial strategies executive and managing director of Bank of America Securities.
Recer is a member of McCombs School of Business, The University of Texas at Austin, Masters of Finance Advisory Council. He frequently is a guest lecturer in banking at the University of Houston. He currently serves on the pastor search committee for Kingsland Baptist Church in Katy, Texas having previously served as personnel committee chairman.
Recer earned a bachelor’s in business administration at The University of Texas at Austin and has completed course work in the BBVA Corporate Leadership Program at the Center for Creative Leadership in Spain. He also completed the Wharton/RMA Advanced Risk Management Program at the University of Pennsylvania’s Wharton School.
President, Texas Capital Bank - Houston Region
Mr. Sarvadi joined Texas Capital Bank in June 2013 as President of the Bank's Houston Region, with primary responsibility for Houston Corporate Banking and the Bank's National efforts around Asset-Based Lending and Branded Retail/Franchise Finance. Prior to joining Texas Capital Bank, he spent 24 years with JPMorgan Chase ("JPMC") and predecessor firms, working in and leading teams in the firm's Commercial, Corporate, and Investment Banking lines of business. John's responsibilities at JPMC included Managing Director of Corporate Client Banking, SVP/Division Manager Houston Middle Market Banking Group, Group Head Chase Franchise and Beverage Finance, and Managing Director of JPMorgan's Franchise Systems Finance Group. John's background includes extensive experience with corporate/levered finance, capital markets, and client/sales management responsibilities, working with companies ranging from privately-held, entrepreurially-run businesses, to large and mid-sized public companies.
Mr. Sarvadi has served on various community and civic Boards most recently with Covenant House Texas, Memorial Hermann Health System (Children’s Memorial Hermann Hospital and Investment Committees), and Big Brothers Big Sisters of Houston.
John received a B.B.A. (’88) in Finance/Business Honors and an M.B.A. (’89) in Finance from the University of Texas at Austin. He and his wife, Lisa, have three children – Ben (20 – Junior, UT Liberal Arts Honors - Economics), George (18 – incoming Freshman, UT Liberal Arts Honors - Economics), and Katherine (15). In his leisure time, he enjoys golf, hunting and fishing, and traveling with his family.
Managing Director, Stephens Inc.
Mr. Behrens joined Stephens in May 2009 as a Managing Director. Prior to joining Stephens, Mr. Behrens was a Co-Founder and a Managing Partner of Energy Capital Solutions. Mr. Behrens has over 22 years of investment banking experience with major investment banking firms including Bear Stearns and Wasserstein Perella. He has focused most of his career in covering primarily exploration and production companies as well as other energy-related companies. Mr. Behrens has generated and led the execution of various M&A, public & private equity and senior & mezzanine debt transactions representing approximately 143 transactions and in excess of $25 billion in transaction volume. In addition to his extensive transaction experience, Mr. Behrens is on the board of directors of Enservco Corporation (NYSE MKT: ENSV), recently served as Chairman of the IPAA’s 2013 Private Capital Conference and is active in several energy industry organizations. He was formerly on the Advisory Council for the Energy Management and Innovation Center at the University of Texas at Austin McCombs School of Business. Mr. Behrens received his BBA and MBA from the University of Texas at Austin.
Credit Specialist, Bank of Texas in Houston
Kenna Garinger is a Credit Specialist for the Commercial Group at Bank of Texas in Houston. Prior to placement, she completed the Bank’s yearlong rotational program and was ranked #1 amongst her training class of seventeen.
Kenna earned both her B.S. in Public Relations as well as her M.S. in Finance from The University of Texas. In addition to her undergraduate degree, she completed the Business Foundations Program and Texas Media Sequence, a highly competitive program that allows students to specialize in media planning.
Investment Banking Analyst, Credit Suisse's Global Energy Group
Kevin Kershisnik graduated from the MSF program in 2015 and works as an investment banking analyst for Credit Suisse's Global Energy Group. After he finished his analyst experience with CS, Kevin will join the Blackstone Group in New York City to focus on private equity investments across the energy sector.
Prior to attending UT, Kevin graduated magna cum laude with a B.S. from the University of Notre Dame and worked in an operations role for Antero Resources, a natural gas producer focused on the development of the Marcellus and Utica
President & CEO, Amegy Bank
Kirk Wiginton is the President and Chief Executive Officer at Amegy Bank in the Dallas Region. His responsibilities include management and growth of Commercial, Corporate, and Speciality Lending, Treasury Management, Private Bank / Wealth Services, Retail & Business Banking and Credit Administration. He also manages and organizes the Board of Directors job functions. Kirk worked with the Southwest Bank of Texas/Amegy Bank in Houston for 18 years. He also served as the President and CEO at Allied Bank in San Antonio for 15 years. He attained his Bachelors of Business Administration from the University of Texas in 1978.
Managing Director, SunTrust Robinson Humphrey
Mr. Huffstetler serves as Head of Capital Markets Origination at SunTrust Robinson Humphrey. The Capital Markets Origination team includes the debt, equity and financial risk management capital markets origination efforts supporting the needs of SunTrust clients. Mark’s team is comprised of Equity Origination, Syndicated & Leveraged Finance, Investment Grade Debt Capital Markets, Tax-Exempt Finance, Financial Risk Management and Ratings Advisory Services.
Mark’s teams are responsible for providing product-specific idea generation in coordination with SunTrust’s banking coverage teams and for working together to provide client-centric, industry-focused advice. The team has capital raising expertise in the equity and equity-linked markets, syndicated loan market, and public and private bond markets (high yield, investment grade and tax exempt). In addition to capital raising the teams provide capital structure advice through Ratings Advisory Services and Liability Management and provide risk management advice and execution on rates, currency and commodity-related risk management products. The Capital Markets Origination team supports the SunTrust client base including corporate and private equity clients across the credit spectrum and across all industry sectors.
Background and Experience
Mark joined SunTrust Robinson Humphrey in March 2006 from Bank of America, where he spent the majority of his 16 years there in Syndicated Finance structuring a variety of transactions across the credit spectrum and across industry sectors. Mark’s experience includes leveraged and non-leveraged transactions for large corporate, middle market, asset based, and project finance clients in all industries, with a specific focus on the Energy sector for a portion of his career.
Mark received his Bachelor of Arts degree from the University of Texas at Austin. He is a member of the Board of Directors of the Boys and Girls Clubs of Metro Atlanta. Mark and his wife, Rachel, have three children and reside in Atlanta, Georgia.
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.
Managing Director, UBS Private Wealth Management
Michael began investing more than 14 years ago while earning both his Chartered Financial Analyst® (CFA) designation and an M.B.A. Today, as a member of one of the largest teams in Private Wealth Management at UBS, he is able to apply his passion for investing and his expertise in asset allocation and equity manager evaluation to his work on behalf of clients. Michael joined UBS in 2009, having gained a range of experience at Morgan Stanley dating back to 2002.
A 1995 graduate of The University of Texas at Austin, Michael earned his B.A. in economics with a minor in business and an M.B.A with honors. After college, he spent six years at a privately held vascular access device company, where he managed a sales force of 14 covering seven states with approximately $40 million in revenues. Michael currently sits on the Alumni Board at the McCombs School of Business and The University of Texas Chancellors Council Executive Committee. His success has earned him a distinguished place on On Wall Street’s Top 40 Advisors under 40 list.
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.
Director, Berkeley Research Group
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
Financial Advisor, 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.
Senior Associate, Dimensional Fund Advisors
Russell Brockett is a Senior Associate on the Financial Advisor Services team at Dimensional Fund Advisors. He currently provides capital markets analyses to the Dimensional advisor base, utilizing webcasts, podcasts, virtual study groups, and video-based meetings. Prior to this role, he consulted with Dimensional's independent broker-dealer advisors and home offices, assisting in the implementation of strategist research models and advisor practice management.
Russell graduated from the inaugural class of the McCombs Master of Science in Finance program in 2013. Before attending graduate school, he worked in multiple capacities for educational non-profits in the U.S. and Argentina. He was a Psychology and Government major at Claremont McKenna College, where he played varsity tennis.
Partner, Perella Weinberg Partners
Ryan Moss is a Partner at Perella Weinberg Partners, a leading independent financial services firm. Established in 2006, the firm provides advisory and asset management services to a global client base, including corporations, institutions and governments. Mr. Moss works in the advisory division of Perella Weinberg focusing on the energy industry.
Prior to joining Perella Weinberg in 2013, Mr. Moss worked for Morgan Stanley’s Investment Banking Division in Houston. Mr. Moss joined Morgan Stanley in 2006 to co-found the midstream coverage effort. Over time Mr. Moss’s responsibilities at Morgan Stanley expanded to also include coverage of the U.S. Super- majors and Large Cap Independents. Prior to joining Morgan Stanley in 2006, Mr. Moss worked in UBS Investment Bank's Energy Group.
Prior to business school Mr. Moss was a consultant with E&Y Kenneth Leventhal. As a consultant Mr. Moss focused on the Real Estate sector, primarily advising financial institutions in the U.S and Japan on the acquisition and disposition of distressed asset portfolios.
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.
Vincent M. Kickirillo, Partner at VMG Health LLC
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
Managing Director and Marketing Executive, U.S. Trust
William Griffin is a Managing Director and Market Executive at U.S. Trust, Bank of America Private Wealth Management. In this role he leads a team of dedicated private client professionals serving the Houston Metropolitan area, Louisiana, the Texas Gulf Coast and the Rio Grande Valley markets. William and his team serve high and ultra high net worth individuals and their families as well as business owners operating in a broad range of industries.
Prior to his current role, Mr. Griffin was the South Texas Market Executive for Merrill Lynch and prior to that he worked as Client Manager in Houston for Bank of America, a position he held from 1990 to 2007. As a senior client manager, he worked with public and private companies in accessing bank products and the capital markets- helping to grow the investment banking platform at Bank of America.
Mr. Griffin received his BBA and MBA from The University of Texas at Austin. Active in the Houston community, Mr. Griffin is a Trustee of the Houston Grand Opera and he is the honorary chair of the 2015 Art on the Avenue. He has also been active in a number of other organizations including, the March of Dimes, United Way, Children's Fund, St. John's School and is involved with the Houston Center for Literacy. He served for three years on the Board of the Houston Ballet.
Managing Director, Lazard Asset Management
Yvette Klevan is a Managing Director and lead Portfolio Manager on the Global Fixed Income team at Lazard Asset Management. She began working in the investment field in 1982. Prior to joining Lazard in 2002, Yvette was a Senior Portfolio Manager with Offitbank, focusing on international bond and currency investments, as well as overseeing select client relationships.
Previously she worked at Bank of America (Foreign exchange and rates advisory / sales / trading); Chase Manhattan Bank (Foreign exchange advisory / sales / trading and oil trading project); and Aramco Services Company (Financial analyst in Treasury department).
Yvette has an MBA in Finance and Management Information Systems from the University of Houston, and a BBA in Mechanical Engineering Route to Business from the University of Texas. Yvette is married with two children and her hobbies include extensive travel (over seventy countries), skiing, cycling, and cooking.