MSF Advisory Council members serve as advocates of the MSF Program, offer guidance to the curriculum committee, and assist in strengthening the overall student experience. Members have the opportunity to participate in MSF practicum projects, networking events and student treks.
The Advisory Council meets biannually in Austin, Texas.
President & CEO
Radney Management & Investments, Inc.
Newt Barineau is the President& CEO of Radney Management & Investments, Inc. (RMI), a national real estate developer specializing in the acquisition, rehabilitation, development and management of affordable multifamily housing properties. In this capacity, he maintains sole responsibility for the financial performance and operations of 13 properties representing approximately $28 million in annual revenue in five states. Mr. Barineau is a Certified Property Manager (CPM) as designated by the Institute of Real Estate Management.
Prior to RMI, Mr. Barineau served as Vice President of Bellmeade Capital Partners, LLC, a private equity firm focused on creating and developing enterprises through the consolidation of existing companies in selected industries. At Bellemeade, he focused on the structuring and financing of corporate transactions, development of business plans and identifying and quantifying cost synergies and revenue enhancement opportunities. Specific consolidation transactions included those in the logistics, promotional products, packaging and chemical industries.Mr. Barineau’s career began at Caterpillar, Inc. where he worked for a wholly-owned subsidiary which provided advanced warehousing, transportation, inventory management, information systems and logistics consulting services to corporate clients, most of which were Fortune 500 companies.
Mr. Barineau holds an MBA degree from the University of Texas at Austin (McCombs) with a concentration in Finance graduating in 1997 with highest honors.While at McCombs he served on the UT MBA Investment Fund. Mr. Barineau graduated from Vanderbilt University in 1988 with a BS degree in Engineering Science and Economics.He graduated from The Woodberry Forest School (Orange, Virginia) in 1984.He is married (27 years; Wife -Shelley) and has four children (ages 14–22).
Director, Special Opportunities
TRS of Texas Investment Management Division
Ashley Baum is the Director of Special Opportunities in the Investment Management Division for the Teacher Retirement System of Texas (“TRS”). She heads a 8-person cross-asset team she founded in 2013 to opportunistically deploy capital in areas the Trust might otherwise miss. She also serves on the Management Committee. Her team partners internally and with external hedge fund, public equity and credit relationships; approximately 55% of the portfolio is available for single-name or thematic co- investment. Ashley joined the Investment Division of the Teacher Retirement System of Texas (“TRS”) in October 2007 in External Private Markets, focusing on private equity, real asset, and special situation/credit investments. Ms. Baum transitioned into the Investment Executive Division from 2010 to 2013 where she served as Chief of Staff to then-CIO Britt Harris. She also led TRS’ 2014 Strategic Asset Allocation Study.
Before joining TRS, she worked as a Senior Associate in Transaction Services in San Francisco for PricewaterhouseCoopers. Ashley began her career in accounting policy research as a Postgraduate Technical Assistant at the Financial Accounting Standards Board (“FASB”). Ms. Baum has a BBA in Business Honors and Accounting and an MPA in Accounting, both with Highest Honors, from the University of Texas at Austin. She is a CFA charterholder and holds her CPA license in Texas.
Smart Sand, Inc.
Senior Financial Analyst
Director of Business Development
Ironwood Midstream Energy Partners
Dan Cardone is currently Director of Finance & Corporate Development at Ironwood Midstream Energy Partners. He previously was Associate Director at Scotiabank (2014-2020) and focused on corporate and asset valuations, the evaluation of merger and acquisition opportunities, capital market analysis and company research.
Prior to joining Scotiabank, Mr. Cardone worked as an Investment Banking Associate at Citigroup as part of the energy coverage team, working on debt, equity and M&A for energy companies around the world. Prior to working at Citigroup, Mr. Cardone was a consultant with PwC, focusing on financial and operational process improvements for a wide range of companies.
Mr. Cardone graduated from Washington University in St. Louis with a Bachelor of Science and Business Administration and the University of Texas McCombs School of Business with a Masters of Business Administration.
Analyst – Investments/Portfolio Optimization
Pennybacker Capital, LLC
Jacob is an investment analyst at Pennybacker Capital, a real estate private equity firm headquartered in Austin, TX.
Jacob earned his MSF degree from McCombs in 2018, serving as a member of the Student Executive Committee during his time in the program. He also holds an economics degree from Texas A&M University.
Oilfield Water Logistics
Michael B. Cox
Michael B. Cox is Vice Chairman of the Seabury Advisory Group, Seabury’s holding company for all of its advisory practices and is Global Head of Seabury’s Corporate Advisory practice. Mr. Cox joined the Seabury as a partner Seabury’s principal advisory practice in April 1998. He has over 30 years of corporate and advisory experience covering corporate recovery, cash management, business planning and crisis management. At Seabury, Mr. Cox has advised numerous airline clients on a variety of projects, including airline treasury, corporate finance, and airline restructuring. In addition, Mr. Cox has been qualified as an industry expert in various commercial disputes involving aircraft leasing matters, airline valuations and business plans for the passenger and cargo sector.
Mr. Cox received his M.B.A. in Finance and Accounting from the University of Texas, 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 registered representative with the Series 7, 79 and 63 designations.
WildFire Energy, LLC
Tuder, Pickering, Holt
Management Consulting Analyst
Texas Capital Bank
William Griffin currently works at Texas Capital Bank as EVP.
Prior to this, Mr. Griffin served as Managing Director and Market Executive at U.S. Trust, Bank of America Private Wealth Management. In this role he lead a team of dedicated private client professionals serving the Houston Metropolitan area, Louisiana, Arkansas, the Texas Gulf Coast and the Rio Grande Valley markets. William and his team served 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 Global Commercial Banking at Bank of America Merrill Lynch. Prior to that, he worked as a Senior 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 was the honorary chair of the 2015 Art on the Avenue event. He has also been active in a number of other organizations including, the March of Dimes, United Way, St. John’s School and is involved with the Houston Center for Literacy. He is also a member of the Children’s Museum Board and is on the Advisory Council of the Masters of Science in Finance program at the University of Texas at Austin. Mr. Griffin served for three years on the Board of the Houston Ballet.
Chief Investment Officer
Chris Halaska recently joined Avalon as Chief Investment Officer in August 2020. In this capacity, Mr. Halaska oversees the investment platform for the firm’s $9 billion in Assets Under Advisement for High Net worth and Institutional Clients. He is a member of the firm’s Operating Committee, Management Committee and Investment Committee, which he chairs.
Prior to Avalon, Mr. Halaska served for 8 years as the Chief Investment Officer of Memorial Hermann Health System. As CIO, Mr. Halaska was responsible for the investment management of the System’s $5 billion of investments across various pools of capital, overseeing asset allocation, portfolio management, risk management and manager selection activities of the investment team. During his tenure the AUM of the long-term investment pool increased by 140% due in large part to the transformation of the asset allocation from 85% cash and fixed income to a diversified portfolio with a long-term investment horizon and growth orientation. All of the portfolios that Mr. Halaska oversaw at Memorial Hermann have outperformed its benchmarks.
Before his career at Memorial Hermann, Mr. Halaska worked as an investment banker with J.P. Morgan for 12 years. In this capacity he led capital markets transactions and strategic advisory engagements for some of the largest healthcare systems, academic medical centers, and specialty hospitals across the country. His areas of expertise included taxable and tax-exempt bonds, derivatives, portfolio hedging and asset-liability modeling.
Mr. Halaska currently serves on several Investment Committees including the Ex-Student’s Association for the University of Texas, the Stanzel Family Foundation and Columbia Lloyd’s Insurance Company. In addition, he has served as a guest lecturer on Institutional Investments at the Jones Graduate School of Business at Rice University. He was named “40 under 40” by aiCIO and selected as a top Healthcare CIO by both Institutional Investor and Trusted Insight. Mr. Halaska received both a BBA in Finance and a MBA from the McCombs School of Business at the University of Texas at Austin.
Managing Director, Head of CIB Credit Risk
Dimensional Fund Advisors
Ashley Ilardo is a Senior Associate at Dimension Fund Advisors. She earned her Undergraduate Degree in Mathematics and Economics from Adelphi University in 2015, and her Masters of Science in Finance from the University of Texas at Austin in 2016.
Main Street Capital
Sixth Street Partners
Robert Karicod is a Partner and the Chief Financial Officer of Sixth Street Partners, a global investment firm. Prior to joining Sixth Street, Mr. Karicod was a Partner and Managing Director of Cerberus Capital Management in New York, where he was responsible for many of the Federation departments of that firm. Prior to joining Cerberus, Mr. Karicod was most recently a Senior Manager at Ernst & Young where he worked over a decade in a variety of service lines and locations, including the core audit practice, National Accounting Professional Practice, and primarily Transaction Advisory Services. During his time at Ernst & Young, Mr. Karicod spent two years as an expatriate in New Delhi to grow the country’s financial due diligence practice.
Mr. Kennedy has more than twenty-one years of professional experience in which he has provided financial consulting services to energy and resources clients, and serves as the US and the Americas Valuation and Modeling Services Leader and the Global Valuation Services Leader for the Oil and Gas practice.
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 mineral resources).
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 domestic and international regulatory bodies regarding valuation matters related to oil and gas assets.
Vision Ridge Partners
Chief Financial and Administrative Officer
NGP Energy Capital Management
Jill W. Lampert is Chief Financial and Administrative Officer of NGP, a premier investment franchise in the natural resources industry. Founded in 1988, NGP has aggregate cumulative capital of over $20 billion and has invested in over 360 transactions in energy and natural resources. She is a member of the Firm’s Executive Committee and the Investment Committee. Since taking her current position in 2010, NGP has significantly grown its capital commitments. To support this growth, Ms. Lampert has built out the infrastructure to support the increased number of investors and entities and associated complexities as well as the demands for enhanced reporting from both investors and regulators.
In her role, Ms. Lampert oversees financial reporting, tax, accounting oversight as well as all other administrative functions including technology, marketing, human resources, and support operations. From 2007 through 2010, Ms. Lampert served as Chief Financial Officer and Founding Member of NGP Midstream and Resources where she was responsible for creating and managing a private equity platform including legal documentation, tax planning, investor communication, financial reporting and accounting oversight. Ms. Lampert has held other financial, accounting and operational roles since beginning her career at Arthur Andersen. Ms. Lampert has also been involved with many non-profit organizations and is a founding board member of the Global Adaptation Institute -now the Notre Dame Global Adaptation Index (ND-GAIN) and The Birthday Party Project.
She currently serves on the University of Texas McCombs MSF Advisory Board, the Risk Committee of the Parish Episcopal School, and the Finance Committee for the Temple Emanu-El Endowment. She has served on the board of Rebellion Energy, a Tulsa based E&P Company, the Chief Financial Officer of Vantage Energy Acquisition Corporation(NASDAQ: VEAC) a special purpose acquisition company sponsored by NGPas well as served as an advisor to the Naveen Jindal School of Management at the University of Texas at Dallas and as the chair of the Temple Emanu-El Audit Committee. Ms. Lampert is actively involved in several financial, private equity and energy organizations, and she is a frequent panelist and lecturer at industry functions.
Ms. Lampert was awarded as“Oil and Gas Investor’s 25 Most InfluentialWomen in Energyin 2019”by Oil and Gas Investor Magazine,“2018 CFO of the Year for an Upstream Company”by DCEO Magazine and “2012 CFO of the Year” by the Dallas Business Journal. Ms. Lampert is a Certified Public Accountant and earned her B.B.A. in Accounting from The University of Texas at Austin.
Ms. Lampert resides in Dallas with her husband and three children.
Managing Director and Head of Natural Resources Corporate Banking
JPMorgan Securities, LLC
Senior Managing Director
Larry Manning is a Senior Managing Director in FTI Consulting’s Corporate Finance & Restructuring segment. Mr. Manning has 19 years of experience in financial consulting and advisory services, of which 13 years has been with FTI Consulting. Mr. Manning has represented public and private companies and lenders across numerous industries including exploration and production, energy services, power, engineering and construction, chemicals, food and beverage, financial services, manufacturing and mining. Mr. Manning’s experience includes performing strategic assessments, developing business plans, effectuating financings and re-financings, executing asset sales (in- and out-of-court), leading multi-party negotiations, implementing performance improvement and cost savings initiatives, standing up carve-outs, leading contingency planning, and performing collateral reviews. Mr. Manning frequently serves in titled and untitled interim management roles at public and private companies, including Chief Financial Office (CFO), Treasurer, and Director of FP&A. Most recently, Mr. Manning finalized a six month engagement as CFO at an Energy Capital Partners portfolio company that provides last-mile proppant logistics and terminal services. During his tenure as CFO, he finalized the 2018 annual audit, successfully obtained an amended credit agreement, developed a comprehensive cash flow forecast, rolled out a revised Board of Directors reporting package, initiated a sales and use tax audit, revamped the finance department (accounting, finance, and treasury), and assisted with the recruitment of the permeant CFO.
Last year, Mr. Manning completed a 12-month engagement where he acted as the financial advisor to Chicago Bridge & Iron, a publiclytraded engineering and construction company with $7 billion in revenue and 26,000 employees. The engagement included developing a comprehensive strategic alternatives assessment, developing a long-term business plan and cash flow forecast, contingency planning (Chapter 11), negotiating amendments across the capital structure, and implementing annual cost savings of $100 million. End result of the engagement was the closing a $6 billion combination with McDermott International. Mr. Manning also recently led a business transformation engagement related to the optimization of a 6,000-piece yellow iron fleet for a $1+ billion mid-stream company. The findings addressed, quantified, and developed an implementation strategy for capturing a $20 million annual EBITDA improvement.
Additional non-confidential engagements include Pacific Drilling, Willbros, Henkels & McCoy, Breitburn, Dune Energy, Endeavour Int., Energy XXI, AgroFresh, Hostess Brands, Lineage Power, a North Sea E&P, a Columbian E&P, Milagro Oil & Gas, Puerto Rico Electric Power Authority, Gulf Coast Energy, Seegrid, TXCO Resources, Stanford Financial, Reichmann Petroleum, Entergy New Orleans and Washington Mutual. Prior to joining FTI Consulting, Mr. Manning was with Greenwich Associates, where he specialized in advising corporate and investment banks on performance improvement initiatives, strategy formulation, pre-merger due diligence, and post-merger integration. Mr. Manning holds a B.S. in Finance from the University of Connecticut and an M.B.A. in Energy Finance from the McCombs School of Business at the University of Texas. He is currently on the Advisory Board of the University of Texas Master of Science in Finance Program and is a Certified Turnaround Professional, Certified Insolvency & Restructuring Advisor, and a Certified Treasury Professional.
Brad is co-founder and President of Platform Partners, a Houston-based private investment company. Platform invests in a range of industries and seeks to partner with proven managers to build industry leading companies. Platform is structured as a perpetual investment company with a permanent capital base. Its investors include family offices, successful executives and select institutions. At Platform, Brad is responsible for sourcing, evaluating and executing investment opportunities and management of portfolio investments. He serves on the Board of Directors of several Platform-backed companies and assists in the strategic direction and growth of those businesses.
Prior to joining Platform, Brad was Vice President of The CapStreet Group, a private equity firm that invests in middle market companies, primarily in Texas. He began his career in investment banking with Credit Suisse First Boston working in the Financial Sponsors / Leveraged Finance Group in New York.
Brad is active with several organizations, including the Children’s Museum of Houston, where he serves as President of the Board of Directors, and The Kinkaid School, where he serves on the Advancement Committee and is the former President of the Alumni Association Board. He is also a member of the Greater Houston Community Foundation NextGen Impact Fund, the American Enterprise Institute Enterprise Club and previously served on The University of Texas 1883 Council. Brad graduated Phi Beta Kappa from The University of Texas in 2000 with a BA in the Plan II Honors Program and a BBA in finance.
Executive VP and CFO
Lucid Energy Group
Vice President of Credit Risk
Kyle O’Donnell is currently Vice President of Credit Risk at Citi. Prior to Citi, he was an Assistant Vice President with Wells Fargo. He previously worked as an associate portfolio manager in the Corporate Bank’s Consumer & Retail group based in Dallas. Prior to entering the banking industry, Kyle spent three years as a business journalist. Kyle holds a B.A. in Economics and History from the University of Notre Dame (2009), an M.M.C. from Arizona State University (2013), and an M.S. Finance degree from the University of Texas at Austin (2015).
CIO, International Growth Equity Team
Austin Parker is an Analyst in Goldman Sach’s Merchant Banking Division. Mr. Parker focuses on multifamily real estate investments and asset management. Acquisition and asset management duties include coverage of all U.S. markets and multifamily real estate strategies.
Prior to joining Goldman Sachs in 2019, Mr. Parker worked for Ernst and Young’s (EY) Transaction Real Estate group in Dallas, Texas. While at EY, Mr. Parker focused on providing consulting and real estate valuation services to a wide range of commercial and leading real estate firms.
In 2017, Mr. Parker graduated from the Master of Science in Finance (MSF) program at the University of Texas at Austin. Prior to the MSF program, Mr. Parker received a B.A. - Economics degree from the University of Texas at Austin.
Mr. Petersen joined Cadence Bank in 2011 and manages the Midstream and Specialty Services Group. Prior to joining Cadence Bank, he spent over 25 years in energy and banking. He has held leadership and business development roles starting with Texas Commerce Bank, Enron, Wachovia Bank and Regions Bank.
Mr. Petersen has held leadership roles and/or been an active member of several community organizations including American Leadership Forum, Second Saturday, River Oaks Baptist School, Kids Hope USA, University of Texas Health Science Center Leaders of Tomorrow Council, Big Brothers Big Sisters, Houston Texas Exes, Habitat for Humanity, Southside Place Park Association and Southwest YMCA.
Randy received a Bachelor of Arts in Finance from The University of Texas at Austin. He and his wife, Kim, have three children.
Waterfall Asset Management
Andrea Petro is a Managing Director of the Principal Finance Group at Waterfall Asset Management. Waterfall is an investment advisor focused on High Yield Asset Backed Securities and loan investments. Ms. Petro has over 30 years of structured credit experience. She established the Lender Finance Division of Wells Fargo Capital Finance in 2000 to exclusively provide financing for specialty finance companies. Prior to joining Wells Fargo, Andrea was Senior Vice President, National Marketing Manager of the Financial Servicing Funding Division of Transamerica Business Credit.
Andrea earned her bachelor of arts degree from Kent State University and her master of business administration degree from The University of Texas at Austin. She is a past president of the Commercial Finance Association and serves as member of the board of directors of the Association. Andrea is a member of the Advisory Council of the Texas Master of Science Finance Program at The University of Texas at Austin and is an active member of the Equipment Leasing and Finance Association and the International Factoring Association.
Cameron (Cofield) Reed
Cameron Cofield is a financial analyst for the Energy Financial Services Group within BOK Financial, providing a variety of commercial and investment banking services to the Upstream and Midstream Sectors of the Energy Industry. Primary responsibilities include underwriting a reserve-based loan portfolio, facilitating discussions between the credit team and clients, and risk monitoring.
Prior to joining BOKF, Cameron earned her BBA in Marketing from Southern Methodist University (2015), and her Masters of Science in Finance from the University of Texas at Austin (2016). Cameron currently serves as the chair of the Young Professionals Board for Depelchin Children’s Center in Houston and as a mentor for the Big Brothers Big Sisters 2.0 program.
Executive Managing Director
Managing Director, Energy & Mining Co-Leader
Duff and Phelps
amount of David’s experience in the valuation of business enterprises and equity and debt interests has focused on the valuation of illiquid securities of private equity, hedge funds, fund of fund investors, pensions and endowments. He specializes in valuations of portfolios of illiquid interests held by alternative investors and has valued management fees and carried interest for private equity management entities.
David's oil and gas expertise includes the valuation of world-wide upstream, midstream and downstream assets in various stages of development.
Managing Director - Industry Head - Middle Market Oilfield Services
Kenna (Garinger) Stehr
Division Finance Manager
Kenna Garinger is Division Finance Manager with DaVita Inc. She previously served as Commercial Banking Relationship Manager at Bank of Texas in Houston. Prior to her current role, Ms. Garinger was a Credit Specialist for the Commercial Group and completed the Bank’s Accelerated Career Track rotational program.
Senior Vice President
Fifth Third Bank
Houston Region CEO
Bank of Texas
Randall L. Walker is the Houston Region Chief Executive Officer for Bank of Texas, where he has served since 2004. A native Houstonian, Walker began his banking career in 1984 and has an extensive background which includes developing and directing business strategies for the Houston market, building out bank-wide products and services to meet the needs of clients, and developing an extensive team of commercial lenders and business bankers.
Previously, Walker served in multiple leadership positions including 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.
Actively involved in the community, Walker currently serves on the Board of Directors and chairs the Finance Committee for Covenant House Texas, and serves on the Board of Directors and Executive Committee for the Houston Exponential. He is a loyal member of the Board of Directors for the American Heart Association and also served as Men in Red Chair for the American Heart Association. Past involvement has also included serving as a Campaign Vice-Chair for the United Way of Greater Houston.
Walker earned his Bachelor of Business Administration from the University of Texas at Austin and is a member of the advisory council for the Master of Science in Finance program at the McCombs School of Business at the University of Texas at Austin
Mark L. Zyla
Zyla Valuation Advisors LLC
Mark L. Zyla is a Managing Director of Zyla Valuation Advisors, LLC, an Atlanta Georgia based valuation and litigation consultancy firm.
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 American Institute of Certified Public Accountants (“AICPA”), a Chartered Financial Analyst (“CFA”), and an Accredited Senior Appraiser with the American Society of Appraisers certified in Business Valuation (“ASA”).
Mark is the Chairman of the Standards Review Board of the International Valuation Standards Council. Mark recently served on the AICPA’s Forensic and Valuation Services Executive Committee. Mark is a member of the Business Valuations Committee of the ASA where he also serves as a member of the Business Valuation Standards and Technical Issues subcommittees. Mark is on the Advisory Council of the Master of Science in Finance program at the University of Texas at Austin. In 2013, Mark was inducted into the AICPA Business Valuation Hall of Fame.
Mark is a frequent presenter and author on valuation issues. He has served 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 3rd ed. published by John Wiley & Sons, Inc. (2019). Mark is also the author of the course, “Fair Value Accounting: A Critical New Skill for All CPAs” published by the AICPA. Mark is also coauthor of several portfolios related to Fair Value Measurement published by Bloomberg BNA.