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Alumni & Friends Calendar

Alumni & Friends Calendar

April 2015
Wednesday, 22nd
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6:00pm-8:00pm, W Hotel Austin, The Living Room, 200 Lavaca St., Austin, TX 78701

The Austin Chapter invites you to join us for a special alumni presentation by Jayson Yuan, Managing Director, CircleUp Network. We will discuss the CircleUp online marketplace and their early stage consumer products private equity fund that co-invests with investors on the platform.

CircleUp helps consumer entrepreneurs and investors do what they do, better. For years, CircleUp saw passionate consumer entrepreneurs struggle to find the support they need to grow their brand—to hire more employees, produce more product, and share their dream with more consumers. Consumer companies were often forced to reach out to friends and family—a long and often awkward process. At the same time, CircleUp saw investors that were passionate about these innovative consumer product and retail companies, but didn't know how to get in touch with the entrepreneurs. CircleUp has made this connection and process more efficient.

Jayson brings a wealth of experience to CircleUp. Previously Jayson was an Investment Principal for Francisco Partners, a leading private equity firm. For nearly a decade, he advised and supported entrepreneurs at all stages of the company life cycle. Prior to Francisco Partners, Jayson spent several years as a consultant for McKinsey & Company with a focus on technology and consumer companies. He also spent time as an entrepreneur, helping to found the enterprise software company OverX as the lead product development manager. Jayson has a MS degree in Management Science and Engineering and BS degree in Electrical Engineering from Stanford University where he was also a Mayfield Fellow.

We would like to thank Pam Friedman and Silicon Hills Wealth Management for sponsoring this event. With their support, the club will provide one free drink to all participants. Parking is available at Austin City Hall for $8 after 5pm. If you have any questions, please contact our club president - Jim McMullan at 512-216-9625. RSVP today!

Silicon Hills Wealth Management and CircleUp and McCombs alumni are not affiliated.

Thursday, 23rd
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McCombs alumni are often asked to serve on nonprofit boards. Your business experience and industry knowledge, along with your network of contacts, are very real assets to a nonprofit Board of Directors.

Yet sometimes we don't know the right questions to ask before we agree to serve or we struggle with how we can be the most helpful to the nonprofit. Our presenter, Mike Bacon, is a consultant with 25 years of nonprofit experience. His firm, Bacon Lee & Associates, works throughout the state of Texas, assisting nonprofits in fundraising, executive recruitment and board training. Mike will identify the questions to ask before saying "yes" and he will talk about how you can add value to your board role. We will talk about legal duties, fiduciary duties and the very important role you can play in fundraising.

About Michael A. Bacon, CFRE – Principal
Founder and principal of Bacon Lee & Associates, Michael Bacon brings 24 years of experience in fund development, board training and long-range planning to benefit the charitable organizations in San Antonio and Central Texas. The company now has offices in San Antonio and Austin and works with many clients in the Texas Hill Country.

Prior to founding Bacon Lee & Associates, Michael was Grant Director for the Kronkosky Foundation, managing the grant process for more than 40 charitable organizations. During his tenure, he assisted the Foundation in developing grant program guidelines and evaluation components and conducted financial reviews and site visits. Michael was the lead staff for the Kronkosky Computer Resource Initiative, a $2,000,000 grant to nearly 200 nonprofits in San Antonio and surrounding counties. As Corporate Relations Analyst for H.E. Butt Grocery Company, he assisted in the research and implementation of a $1,000,000 grant to San Antonio Independent School District for teacher incentive programs. Michael began his career in San Antonio as the Director of Development for the San Antonio Academy where he coordinated all fundraising activities, including endowment, capital and annual fund support.

Michael is very involved in volunteer activity, having recently served as Chair for the McCombs School of Business Alumni Board at the University of Texas at Austin, President of the Trinity University National Alumni Board, and President of the Board of Catholic Television San Antonio. He is the former President of the San Antonio Chapter of the Association of Fundraising Professionals. Michael was named to the San Antonio Business Journal’s 40 Under 40 List for 2006. Michael is the recipient of the San Antonio Chapter of the Association of Fundraising Professionals 2008 Outstanding Fundraising Professional Award.

RSVP today!
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7:00pm-9:00pm, Home of Steven Brister, Lecturer, McCombs Marketing Dept.
The McCombs Alumni Relations Office is excited to announce the first, of many to come, “The Texas 12”, dinner (based on the concept “Dinner with 12 Strangers”) with the idea of connecting current MBA students with alumni of the McCombs School of Business.

Six students are selected at random by a “first come, first serve” registration process managed by the student’s Graduate Business Council. They will represent a broad variety of backgrounds, and experience. Meanwhile, the Alumni Relations Office is charged with recruiting the six alumni from the Austin area.

The dinner will be hosted by McCombs own, Steven Brister, at his home. The dinner will be casual and will provide a great experience for those who attend.

Dinner details:
Thursday, April 23, 2015
7:00 PM
(we will provide the address and more details once you have registered)

Space is limited to six alumni, so RSVP today! If registration has already closed, you can join the waitlist!

Thursday, 30th
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8:30am-9:45am, The University of Texas System Office, 1750 Pennsylvania Avenue, NW, Suite 900 Washington, DC

New oil and gas production technologies such as hydraulic fracturing, horizontal drilling, and deepwater drilling have already begun to redraw the map of energy production. Because oil is traded in a global market, increased domestic production does not insulate the U.S. from supply shocks and price volatility. Nevertheless, changes in the geography of energy production could still have an important impact.

For the past year, LBJ School professor Eugene Gholz has led a team of researchers investigating how changing trade flows and energy revenues affect U.S. national security focusing on two potential mechanisms: shifts in U.S. bilateral relationships with oil-exporting countries and disruptions in regional security as the revenue outlook changes for those producers. Join us for a discussion of the key findings with State Department expert Richard Westerdale.

Peter Marton and Katherine Wilshusen
LBJ School of Public Affairs, University of Texas at Austin

with comments by
Richard Westerdale
Director of Public Diplomacy and Policy Analysis
U.S. State Department Bureau of Energy Resources

moderated by
Eugene Gholz
Associate Professor, LBJ School of Public Affairs, University of Texas at Austin

Coffee and pastries will be available starting at 8:00 am if you would like to come and mingle before hand. RSVP today!

This event is free and open to the public. The LBJ School research team would like to thank the Robert S. Strauss Center for International Security and Law for sponsoring their work.

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6:00pm-8:00pm, Onion Creek, 3106 White Oak Dr., Houston, TX 77007

Join the Houston Chapter on the last Thursday of each month at one of Houston’s top restaurants. This is a great opportunity to continue to strengthen ties within the McCombs alumni network and current MBA student community.

Friends and Spouses are welcome. RSVP today!

May 2015
Thursday, 7th
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7:30am-9:00am, Denver Press Club, 1330 Glenarm Place, Denver, CO 80204

The Denver Business Series invites you to Legal Café: How to Keep Your Emails Your Business. Kara Lyons from Faegre Baker Daniels will present on the attorney-client privilege and focus on how businesses can protect the disclosure of sensitive emails in litigation.

  • What is attorney-client privilege?
  • How does attorney-client privilege apply in the corporate context?
  • What is a privileged communication?
  • What is NOT a privileged communication?
  • How to protect emails that you don’t want exposed to the other side

Kara Lyons is a litigator who represents financial institutions, insurance companies, franchisors, and food and agriculture companies. Her practice focuses on litigation and advising clients in a variety of complex commercial matters. Learn more about Kara Lyons here.

The breakfast will start with a half hour of networking from 7:30 - 8:00 a.m., and then the presentation will run from 8:00 - 8:50 a.m. The cost includes a light continental breakfast, coffee and juice. The event capacity will be limited to the first 40 registrants. Parking is located in the lot next to the Denver Press Club, located at 1330 Glenarm Place, or there is street parking as well. Register now!

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11:30am-1:00pm, AT&T Executive Education and Conference Center, 1900 University Ave, Austin, TX 78705

"Austin's ecosystem is a leading example of regional and national competitiveness, one that enhances innovation, job-creation and wealth. It fosters innovation and entrepreneurship in an environment where business models are constantly changing. Those who can thrive in Austin can compete globally."

Understanding innovative and creative ecosystems locally is essential for wealth—and job—creation. In this lecture, we’ll draw on studies that show how regional competitiveness enhances innovation and entrepreneurship, with a concentration on how to improve any enterprise by connecting to the dynamics of science and technology .

It’s no secret that the majority of enterprises that have scaled over the last 30 years were founded in innovation and creative business ecosystems. Silicon Valley led the way, and regions like Austin and Boston’s Route 128 have followed. We’ll discuss the models for networking in these regions with an emphasis on Austin. And we’ll present new digital data streams that improve the way we evaluate entrepreneurial start-ups and measure solvency.

What you will learn:

  • How to better compete in innovative ecosystems.
  • Ask the most informative questions about the impact of intellectual property on business models.
  • Leverage new measurements [AD5] for business strategy.
  • Learn why profit is not the accountant’s “profit” but is, instead, the cost of staying in business in a competitive ecosystem.

About Professor John Sibley Butler:
John Sibley Butler is a professor of management and sociology at The University of Texas at Austin and a fellow at the Institute for Innovation, Creativity and Capital (IC2). He has been chair of the Department of Management and is the founding director of the Herb Kelleher Center for Entrepreneurship at the McCombs School of Business. He also was the director, for more than a decade, of the IC2 Institute at UT.

He has been a Distinguished Visiting Professor in Regional Economic Development and Entrepreneurship at Aoyama Gakuin University, School of International Politics, Economics, and Business in Tokyo, Japan; Rutgers University, New Jersey; Babson College, Boston; University of Southern Maine; and Rochester Institute of Technology, NY.

His latest books include Global Perspectives on Technology Transfer and Commercialization (Edward Elgar Publishing, UK, 2010), The Development of University-Based Entrepreneurship Ecosystems (Edward Elgar Publishing, UK, 2010), ­An American Story: Mexican American Entrepreneurship and Wealth Creation. (Purdue University Press, 2010), and Immigrant and Minority Entrepreneurship: Building American Communities and Economies (Greenwood/Praeger Publishers 2004). He is also published widely in professional, peer-reviewed journals.

Professor Butler received his Ph.D. from Northwestern University in Organizational Science and Statistics and the undergraduate degree from Louisiana State University in Baton Rouge. His research interest includes the application of social physics to managerial science, innovation and entrepreneurship, and organizational science. He was the first investor in Glofish, which is the first biotech company in the aquarium space.

See his full bio here.

Register now!

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3:00pm-6:00pm, J.J. Pickle Research Campus, 10100 Burnet Rd., Austin, TX 78758

The Austin Chapter invites you to discover some of the amazing research that takes place at the UT auxiliary J.J. Pickle Research Campus. All activities are within walking distance on the PRC campus. Ample parking is available. Guests, including children, are welcome on the tours and networking event.

Center Tour Event (3:00 – 4:30 pm) – This event will include tours of three research centers on the J.J. Pickle Research campus. The tour will kick off with the Bureau of Economic Geology (BEG) 3D Visualization facility, proceed to The Nuclear Engineering Teaching Laboratory (NETL), and end at the Microelectronics Research Center (MRC).

Networking Event (4:30 – 6:00 pm) – A networking event will be held following the MRC tour at the Commons building on the J.J. Pickle Research campus – beer tasting will feature Solid Rock Brewing selections, non-alcoholic beverages and yummy appetizers will also be provided.

Registration Deadline: no later than 8:00am on April 20th, 2015 (sorry for the early date, but a background check is required for the NETL facility)

3:00 – 3:30pm: BEG – 3D Visualization Experience - Take a 3D tour of various projects Bureau scientists have participated in over the years. Stops along the way include Caribbean mud volcanos, a carbon sequestration site, Lidar-imaged coastal areas, West Texas geology, and a conventional oil reservoir. Dallas Dunlap and John Andrews will be your guides.”

3:30pm – 4:00pm: NETL – this reactor designed by General Atomics, is a TRIGA Mark II nuclear research reactor and is the newest of the current fleet of U.S. university reactors. The NETL reactor has in-core irradiation facilities and five beam ports and is capable of steady-state operation at power levels up to 1 MW or pulsing mode operation where powers as high as 1500 MW are achieved for about 10 msec. Major areas of emphasis for NETL include training and education, measuring the distribution of elements in a material, elemental analysis, and imaging with neutrons.

4:00pm – 4:30pm: MRC – these labs attract users from many different fields: electronics, optics, physics, chemistry, astronomy, as well as chemical, mechanical, and petroleum engineering. Lab users are both from universities and corporations. The MRC is more than a clean room with open-access to advanced nano-fabrication equipment – it is a community of scientists who work together to build advanced technology products and knowledge.

PARKING NOTE: Please arrive at least 5 minutes early, as you will need to place a parking pass in your vehicle prior to the first center tour. Upon arrival, park anywhere on Road A immediately in front of the Bureau of Economic Geology (BEG). Proceed to BEG to pick up a dashboard parking pass to place in your vehicle.

For questions or help the day of the event, please contact Shannon Strank at: or 512-417-8435 (mobile).

Register for the Center Tour here!
Register for the Center Tour and Networking Event here!

Tuesday, 12th
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8:00am-10:00am, Rosewood Mansion, 2821 Turtle Creek Blvd., Dallas, TX 75219

The Directors Roundtable Institute is a not-for-profit which organizes worldwide programming for Directors and their advisors. Companies and their Directors and Officers personally are facing heightened risks from SEC civil and DOJ criminal enforcement. The size of penalties and the imposition of restrictive provisions such as deferred prosecution agreements are increasing.

The key issues that will be discussed in include:

  • Enforcement - new Division of Enforcement priorities and guidelines for cooperating witnesses; corporate investigations; interplay between company, auditor, and external counsel; insider trading; and personal liability of Directors and Officers.
  • Compliance - creating compliance programs with appropriate allocation of resources to cover the many issues, given that the SEC and DOJ focus so heavily on having effective programs in place to mitigate penalties. This includes risk-based programs for FCPA and other areas.

Distinguished Speakers:

  • David Peavler, Associate Regional Director of Enforcement (Texas), U.S. Securities and Exchange Commission
  • Gary Goolsby, Senior Managing Director, Forensic & Litigation Consulting, FTI Consulting, Inc.
  • Gerry Pecht, Global Head of Dispute Resolution and Litigation, Head of Securities Litigation, Investigations and SEC Enforcement, United States, Norton Rose Fulbright
  • Peter Stokes, Partner, Securities Litigation, Investigations and SEC Enforcement, Norton Rose Fulbright
  • Wesley Wolffe, Executive Vice President and Chief Operating Officer, ACE Professional Risk

The event is free to attend and continental breakfast will be served. To RSVP, log on to our Website,, and click on "Current Events and Registration." To contact us, call Karen Todd at (727) 493-2067 or e-mail Jack Friedman, President, Directors Roundtable Institute, at

Thursday, 14th
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6:00pm-7:00pm, Park City Club of Dallas, 5956 Sherry Lane #1700, Dallas, TX 75225
Join the Dallas Business Club and Mr. Carl Sewell for an engaging discussion on his award-winning philosophy of Customer Service.

That principle — trying to treat customers right — became a cornerstone of today’s Sewell Automotive Cos., a billion-dollar business that will celebrate its 104th anniversary this year.” (Terry Box, Business Writer, Dallas Morning News)

Carl Sewell joined the family automobile business in 1967, after graduating from Southern Methodist University and serving a stint in the Army. His father had begun selling cars in 1911. Carl is a third generation automotive dealer. His daughter, Jacquelin, and son, Carl, are the beginning of a fourth generation. In 1967, the business had one franchise with sales of $10 million. Today, sales are in excess of $1.6 billion. Sewell Automotive Companies consists of 14 dealerships representing the following franchises: Audi, Buick-GMC, Cadillac (4), Infiniti (3), Lexus (2), Maserati, MINI and Subaru.

Carl has served as chairman of Audi, Lexus and Cadillac National Dealer Councils, as well as a member of the Infiniti Marketing and Product Dealer Councils.

He is a member of the Board of Trustees of SMU where he served as chairman and the SMU Cox School of Business Executive Board where he also served as chairman. He is on the board of Southwestern Medical Foundation and the State Fair of Texas. He has previously served as chairman of Goals for Dallas and board member of the Neiman Marcus Group, Southwest Media Corporation, First City Bank, Ford Bank Group, United National Bank, American Tire Distributors and the Dallas Chamber of Commerce.

Carl has lectured at Southern Methodist University, the University of Texas, Texas A&M University, the University of Virginia and Harvard University. He has spoken to groups from General Motors, IBM, Hewlett-Packard, Amoco, Apple Computer, Toyota and Hyundai.

He is author of Customers for Life, named best book of 1990 by Tom Peters. With sales over 1,000,000 copies, Customers for Life is published in 17 languages and has been re-released by Doubleday.

Carl believes that the most important things to do to be successful are:
  • Learn from mentors.
  • Decide how good you want to be.
  • Have a profound knowledge of your business.
  • Hire the best and brightest people.
  • Never, ever be satisfied with your level of performance. There is no choice but to improve.
Event Details:
  • 6:00pm: Arrival, Cash Bar and Appetizers
  • 6:30pm: Semi-Private discussion with Mr. Sewell, exclusively reserved for Platinum Members
Reception Service: Cash Bar is available Roasted Petit Tenderloin of Beef Carving Station with Brioche Silver Dollar Rolls, New England Crab Puffs, Ahi Tuna on Wonton, Mini Margherita Pizza, Vegetable Bar with Breads, Crackers and Dipping Sauce, Beverages include Tea, Coffee and Water.

*PLATINUM MEMBERS ONLY* Enjoy an exclusive meet and greet with Mr. Sewell from 6:30-7:00pm!

Registration will close at 5pm on May 12th, 2015. Register now!

Hint: Become a Platinum Member before you register for this event. If you do, you will become eligible to receive $10 discount to this and future events, PLUS an exclusive opportunity to meet Mr. Carl Sewell in a semi-private gathering with other Platinum members! Join or renew here!