2017 Speakers

Lisa Bernstein

Lisa Bernstein

Global Head of Human Resources, Apollo Global Management

Ms. Bernstein joined Apollo in 2008 as the Global Head of Human Resources where she has built and developed a best in class Human Resources function for the firm. Ms. Bernstein is responsible for providing leadership in developing and executing the global human resources strategy in support of the overall business plan and strategic direction of the firm, specifically in the areas of succession planning, talent management, compensation, human capital and organizational planning, employee engagement, training and development, and benefits.

Ms. Bernstein is a member of Apollo’s Management Operating Committee which is responsible for operational management and decision making for the firm. Ms. Bernstein is the former Chairwoman and a member of The Private Equity Roundtable of Senior Human Resources Professionals and a regular speaker at industry conferences and human capital management seminars. Prior to joining Apollo, Ms. Bernstein was the Chief Talent Officer for Interbrand Corporation, an Omnicom Company. Prior to that, she was a Partner with Seyfarth Shaw, handling all aspects of labor and employment law on behalf of Fortune 500 clients. Ms. Bernstein graduated from the University of Michigan with an A.B. in Political Science and received her Juris Doctor from Fordham University School of Law.

Don Cornwell

Don Cornwell

Partner, PJT Partners

Don Cornwell is a Partner in the Strategic Advisory Group at PJT Partners, based in New York, having joined its predecessor company in 2015. Prior to joining PJT Partners, Mr. Cornwell worked at Morgan Stanley where he served as Global Head of Sports Banking. Over his 16 year career in the Mergers & Acquisitions department of Morgan Stanley, Mr. Cornwell executed a broad range of financial advisory assignments with an area of expertise in media and entertainment particularly focused on sports and gaming. Since 2010, Mr. Cornwell has worked on most of the more complicated and consequential sports transactions as well as more sports assignments exceeding $500 million in size than any other investment banker. His experience includes the completion of three of the five largest sports transactions of all time.

Prior to Morgan Stanley, Mr. Cornwell worked as a management consultant in the New York office of McKinsey & Co. and in corporate development for the National Football League. He currently serves on the Board of Trustees for New York Cares, the East Harlem Tutorial Program, and Community Roots Charter School, as well as on the Board of Advisors of the Brooklyn Museum. Mr. Cornwell received an AB in Government from Harvard College and an MBA from Stanford University’s Graduate School of Business.

Stacey Gilbert

Stacey Gilbert

Head of Derivative Strategy, Susquehanna Financial Group

Stacey Gilbert currently heads Susquehanna Financial Group, LLLP’s Derivative Strategy. Her team works together to provide market commentary, actionable ideas and trading strategies driven by catalyst events, noteworthy trades in derivative products or the analysis of price distributions and volatility as implied by the options market. Throughout her tenure at SIG, Ms. Gilbert has held several senior trading roles on the trading desk and the American Stock Exchange trading both options and ETFs. In addition to her trading roles, Ms. Gilbert managed SIG’s Education Department, where she was responsible for teaching SIG’s Assistant Traders the principles of trading before becoming traders for the firm. Ms. Gilbert has been seen on CNBC and Bloomberg TV and quoted in the Wall Street Journal, Barron’s and other financial publications.

Ms. Gilbert joined Susquehanna in 1997 and received her B.A. in Mathematics and a minor in Economics from Dartmouth College. Ms. Gilbert is based in SIG’s headquarters in Bala Cynwyd, PA.

Jaimi Goodfriend

Jaimi Goodfriend

Director, Point72 Academy

Jaimi Goodfriend is the Director of the Point72 Academy, Point72’s initiative to recruit and train new college graduates as long/short (L/S) equities investment professionals on an accelerated schedule. The Academy also conducts a summer internship for undergraduate students.

Prior to joining Point72, Ms. Goodfriend was an adjunct lecturer at the University of Illinois in Urbana-Champaign and DePaul University in Chicago. In 2012, she developed, launched, and was named the Director of the University of Illinois’ Investment Banking Academy. Before teaching collegiately, Ms. Goodfriend was an equity research analyst in the hedge fund industry, most recently at Citadel Investment Group and Balyasny Asset Management. Before joining Balyasny, Ms. Goodfriend worked as an equity research analyst at First Analysis Corporation. She has served as a manager of absolute returns and fixed income at the John D. and Catherine T. MacArthur Foundation and began her career in Mergers and Acquisitions at Bank of America.

Ms. Goodfriend received her BA in Economics from University of Michigan and her MBA from the J. L. Kellogg School of Management at Northwestern University. She is a Chartered Financial Analyst.

Brian Hermelin

Brian Hermelin

Managing Partner, Rockbridge Growth Equity

Brian Hermelin is Managing Partner and co-founded Rockbridge Growth Equity, LLC, in 2007.  He is also a founding General Partner of Detroit Venture Partners, an early stage venture capital firm focused on creating technology businesses in Detroit; and, a principal of Rock Gaming, a casino gaming company with operations in Ohio, Michigan and Maryland.

Brian sits on the board of directors of several Rockbridge portfolio companies including:  Northcentral University, Protect America, Connect America, Purchasing Power, One on One Marketing, Triad Retail Media, Rapid Advance, and Gas Station TV.  In addition, he is a board member of Outbox AXS, a leader in electronic ticketing for sports teams and entertainment venues and of publicly traded Sun Communities, Inc., the nation’s premier provider of manufactured home communities and RV resorts.

For 15 years, Brian served as Chairman and CEO of Active Aero Group a leading air charter broker and logistics provider that also operates USA Jet Airlines, Inc., a privately held charter service provider for freight and passenger air transport. Some of his previous board positions also included ePrize LLC, a leading interactive promotions company, and Telemus Wealth Management.

Brian is involved with many non-profit organizations including Children’s Hospital of Michigan Foundation, where he is trustee; Jewish Federation of Metro Detroit and Cranbrook Schools, where he is a member of their boards of governors; American ORT and State of Israel Bonds, where he is a board member; and, Congregation Shaarey Zedek, where he is Past President.

Brian earned his BBA from the Ross School of Business at the University of Michigan and his MBA from the Wharton School at the University of Pennsylvania.

Mellody Hobson

Mellody Hobson

President, Ariel Investments
Mellody is responsible for firm-wide management and strategic planning, overseeing all operations outside of research and portfolio management. Additionally, she serves as chairman of the board of trustees for Ariel Investment Trust.
Beyond her work at Ariel, Mellody has become a nationally recognized voice on financial literacy and investor education. She is a regular contributor and analyst on finance, the markets and economic trends for CBS News. She also contributes weekly money tips on the Tom Joyner Morning Show and pens a column for Black Enterprise magazine. As a passionate advocate for investor education, she is a spokesperson for the Ariel/Hewitt Study: 401(k) Plans in Living Color and the Ariel Black Investor Survey, both of which examine investing patterns among minorities. Mellody is a director of The Estée Lauder Companies Inc. and Starbucks Corporation. Her community outreach includes serving as chairman of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs. She is a board member of The Chicago Public Education Fund, George Lucas Education Foundation, Lucas Museum of Narrative Art, and Sundance Institute, where she has been appointed emeritus trustee. She is also a member of the American Academy of Arts and Sciences and serves on the executive committee of the Investment Company Institute’s board of governors.
In 2015, Mellody was named to Time Magazine’s annual list of the one hundred most influential people in the world. Mellody earned her AB from Princeton’s Woodrow Wilson School of International Relations and Public Policy. She has also received honorary doctorate degrees from Howard University, St. Mary’s College and the University of Southern California.
Jeffrey Kleintop

Jeffrey Kleintop

Chief Global Investment Strategist, Charles Schwab

Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.

Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.

Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.

Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).

Brian Kushner

Brian Kushner

Senior Managing Director, FTI Consulting

Brian Kushner is a Senior Managing Director at FTI Consulting and is based in Dallas. Dr. Kushner co-leads both the Technology and the Aerospace, Defense and Government Contracting practices. Over the past 20 years Dr. Kushner has served as Chairman, Director, CEO/interim CEO or CRO of over a dozen public and private telecom, media and technology (TMT) companies.

In addition, since 2000, Dr. Kushner has led or supported more than 50 engagements involving all aspects of TMT, including semiconductors, gaming, consumer electronics, broadcast TV, software, integrators, auto parts, defense contractors, cable, equipment manufacturers, ISPs, call centers and data center providers. These projects have involved every aspect of corporate performance, from strategy and go-to-market planning to revenue enhancement to cost cutting to supply chain management to logistics/returns management to over-the-top transmission to restructuring.

Dr. Kushner co-founded CXO, L.L.C., which was acquired by FTI Consulting in 2008. Over the last decade, Dr. Kushner and his former CXO partners have bought or sold over 20 companies and have conducted diligence on over 30 TMT, consumer electronics and manufacturing companies for private equity and hedge funds, along with providing assistance to organizations in go-to-market planning, IP monetization, cyber-security, mobile device management, secure cloud strategies, business process and call center outsourcing, process optimization, SG&A cost reduction and EBITDA enhancement.

In addition to his role at FTI Consulting , Dr. Kushner also currently serves as the Lead Independent Director of an ultrahigh reliability international telecom and mobile services company with operations in Europe, Asia and Latin America and an extensive IP portfolio.

Dr. Kushner was previously the Managing Member/Director and interim CEO of an IT services defense contractor with operations at major U.S. military installations and in Iraq and Afghanistan, and formerly Chairman of the Innovative Companies in the U.S. Virgin Islands, British Virgin Islands and Sint Maarten. Prior to this, he was the CEO and acting Chairman of Sage Telecom, a Texas CLEC which was sold to a strategic buyer in 2012. He led the turnaround of Sage from a loss to EBITDA of 18% of revenues in nine months, reducing bad debt from over 11% to about 2% and monthly churn from over 7.5% to under 4% in the same timeframe. As CEO and then Director of Pacific Crossing, the former Asia-Pacific affiliate of Global Crossing, he led the company through a contentious bankruptcy in the U.S., Japan, UK and Bermuda, stabilized operations, grew revenue and generated profits and positive cash flow, resolved over $2 billion in claims, resulting in the sale of the company to NTT in 2009.
At wine.com, he restructured the company through litigation, regulatory issues, credit card fraud and chargeback challenges; grew revenues and led an IT systems modernization and resolved supplier problems. As CRO and CEO at Intira, the managed applications data center company, he brought the company to cash flow neutral in 60 days and closed a 363 sale to a strategic buyer. Other recent operational and advisory engagements have included several technology and logistics company assignments, Broadview Networks, Spansion, XO Communications, Isola GMBH, Midway Games, One Communications, Nortel, PR Wireless, Holley Performance Auto Products, several cable firms and many confidential assignments. He began his career at BDM International, a defense firm, where, after 10 years, he was Chief Scientist with oversight over Advanced Technology, turnarounds and all DARPA business.

Dr. Kushner has been a testifying expert in over a dozen large matters relating to all aspects of TMT, IT, data centers and M&A. Dr. Kushner was the 1997 recipient of KPMG’s Information, Communications, and Entertainment Entrepreneur of the Year award in Austin for Industry Leadership in Entrepreneurial Companies of less than 200 Employees.

Dr. Kushner received a B.S., M.S., Ph.D. Applied & Engineering Physics, the latter with a minor in Electrical Engineering and all from Cornell University.

Navid Mahmoodzadegan

Navid Mahmoodzadegan

Co-President and Co-Founder, Moelis & Co.

Navid Mahmoodzadegan is Co-President and a Founding Partner of Moelis & Company. Mr. Mahmoodzadegan was most recently the Global Head of Media Investment Banking at UBS and a member of the UBS Investment Banking Department Americas Executive Committee and previously an investment banker at Donaldson, Lufkin & Jenrette. Mr. Mahmoodzadegan’s expertise is rooted in a deep understanding of the broadcasting, cable, publishing, entertainment, satellite and digital media sectors, significant experience working with financial sponsors and broad knowledge of all aspects of the capital structure. The New York Times recently included Mr. Mahmoodzadegan in the “Facebook of Wall Street’s Future” and Dealmaker, a U.S. investment banking and private equity magazine, named Mr. Mahmoodzadegan to the “Top 40 Under 40” dealmakers in 2007 and the top “rainmaker” in the media sector in 2006.

Mr. Mahmoodzadegan serves on the Carlthorp School Board of Trustees and the National Board of Directors of Jumpstart. Mr. Mahmoodzadegan holds an A.B. from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School (magna cum laude).

Marshall Merriman

Marshall Merriman

Managing Director, BlackRock

Mr. Merriman is a Managing Director at BlackRock. Prior to joining BlackRock Capital Investment Corporation’s former advisor in 2005, Mr. Merriman was a Managing Director with Harris Williams & Company, an investment bank providing mergers and acquisitions and financial advice to middle market companies in the United States and Western Europe. During the last two years of his tenure at Harris Williams, Mr. Merriman headed the firm’s Corporate Finance and Restructuring Group, which advises healthy and distressed companies seeking to raise capital or restructure their balance sheets.

Prior to joining Harris Williams in 1998, Mr. Merriman was a partner at the law firm of McGuireWoods LLP, where he represented public and private companies and private equity firms in mergers and acquisitions and corporate finance transactions.

Mr. Merriman received a B.A. in Commerce from Washington & Lee University, summa cum laude, and a J.D. from the University of Virginia.

Bill Miller

Bill Miller

Chairman and CIO, Miller Value Partners

Bill Miller is the Chairman and Chief Investment Officer of Miller Value Partners, LLC and is the Portfolio Manager for MVP1, LP. During his tenure as sole manager of the Legg Mason Value Trust, its performance exceeded its S&P 500 benchmark index for 15 consecutive years1. He was named Fund Manager of the Year in 1998 by Morningstar2, The Greatest Money Manager of the 1990s by Money Magazine, selected as Fund Manager of the Decade by Morningstar.com, was named by Barron’s to its All-Century Investment Team (1999), and received the Sauren Golden Award in 2015.

 

Bill was the director of research for Legg Mason from October 1981 through June 1985, and assumed overall responsibility for Legg Mason’s equity funds management division in 1990. Prior to joining Legg Mason in 1981, he served as treasurer of the JE Baker Company, a major manufacturer of products for the steel and cement industries.

 

Bill earned his economics degree from Washington and Lee University where he graduated with honors in 1972. Subsequent to graduation, he served as a military intelligence officer overseas and then pursued graduate studies in philosophy in the PhD program at The Johns Hopkins University. He received his CFA designation in 1986. Mr. Miller is Chairman Emeritus of the Board of Trustees of the Santa Fe Institute where he served as chairman from 2005 to 2009. The Santa Fe Institute is one of the world’s leading scientific research laboratories, conducting multidisciplinary research in complex systems theory.

 

1Legg Mason Value Trust-Class C beat the S&P 500 on an annual basis from 1990-2005. Bill Miller no longer manages the fund.

2Moringstar’s Award for “Domestic Equity Fund Manager of the Year 1988” recognizes portfolio managers who demonstrate excellent investment skill, the courage to differ from consensus, and the commitment to shareholders necessary to deliver outstanding long-term performance.

Kevin Prokop

Kevin Prokop

Managing Partner, Rockbridge Growth Equity

Kevin Prokop is a Managing Partner and co-founded Rockbridge Growth Equity, LLC in 2007.

Kevin has served and continues to serve on several Boards of private and publicly-traded companies, including the Board of Directors for Northcentral University, Protect America, Connect America, One on One Marketing, Purchasing Power, Triad Retail Media, Gas Station TV (GSTV), ABUV Media and Robb Report.

Kevin was formerly a Managing Director at Questor Partners Fund, a $1.1 billion private equity firm. Prior to Questor, Kevin was an engagement manager with McKinsey & Co.

Kevin has received Buyouts magazine’s “Turnaround of the Year” award, which is presented annually to the private equity sponsor that engineered the year’s most dramatic turnaround. He has also written numerous articles on business strategy, private equity and public policy issues. His writings were recently published in The Journal of Private Equity and in a book edited by Harvard Business School’s Robert Kaplan.

Kevin is vice chairman of New Detroit and is actively involved in Detroit Renaissance’s “Road to Renaissance” effort. Kevin was appointed by Michigan’s State Legislature to be Co-Chairman of the State of Michigan’s Commission on Governmental Efficiency, a private sector commission established to make recommendations to address the state’s fiscal health. He is also on the Board of Directors of the Citizens Research Council, a non-partisan public policy research organization.

Kevin earned his MBA from the University of Chicago, where he graduated summa cum laude and first in his class with a perfect grade point average; and his Bachelor’s degree from Georgetown University, where he graduated with distinction.

Kevin lives in suburban Detroit, Michigan with his wife and their three children.

Jeffrey Rosenberg

Jeffrey Rosenberg

Chief Fixed Income Strategist, BlackRock

Jeffrey Rosenberg, CFA, Managing Director, is BlackRock’s Chief Fixed Income Strategist and a member of the BlackRock Investment Institute. His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock’s strategic and tactical views on sector allocation within fixed income, currencies and commodities. Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all fixed income, securitized assets, credit, FX and commodities. Mr. Rosenberg brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit portfolio risk analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently top ranked by Institutional Investor for high grade, high yield, and general fixed income strategy. At BlackRock, Mr. Rosenberg publishes his monthly “Fixed Income Strategy” along with regular posts to the BlackRock Blog, contributions to BlackRock Investment Institute publications and numerous media appearances.

Mr. Rosenberg earned a Masters in Science degree in Computational Finance from Carnegie Mellon, a BA degree in Mathematics from the University of Minnesota, and a BA degree in Finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.

James H.M. Sprayregen

James H.M. Sprayregen

Partner, Kirkland & Ellis LLP

James H.M. Sprayregen is a Restructuring partner in the Chicago and New York offices of Kirkland & Ellis LLP and serves on Kirkland’s worldwide management committee. Mr. Sprayregen is recognized as one of the outstanding restructuring lawyers in the United States and around the world and has led some of the most complex Chapter 11 filings in recent history. Mr. Sprayregen has extensive experience representing major U.S. and international companies in restructurings out of court and in court around the globe. He has handled matters for clients in industries as varied as manufacturing, technology, transportation, energy, media, and real estate. He has extensive experience advising boards of directors, and generally representing debtors and creditors in complex workout, insolvency, restructuring, and bankruptcy planning matters worldwide.

Chambers & Partners has praised Mr. Sprayregen for his “outstanding reputation for complex Chapter 11 cases” noting he is a “great clients’ lawyer, admired for his unflustered ways.” Chambers said that clients it spoke to noted that he is “probably the best restructuring lawyer in the world.” Most recently, the 2015 edition of Chambers USA described Mr. Sprayregen as “a world-class practice leader,” one of the “deans of the Bar,” and “one of the guys you would go to if you have one of the biggest cases.” In 2014, Mr. Sprayregen was described by Chambers USA as “the godfather of restructuring” and “one of the major stars of the industry.”  Prior editions of Chambers recognized Mr. Sprayregen as “a restructuring genius and one of the best strategists in the country” noting that clients look to him as someone who is “providing leadership and strategic guidance on the big issues.”  Sources commended Mr. Sprayregen for his “incredible work ethic and skill” and for his ability to “bring a mastery of the law to practical application.” Clients are “impressed by his boundless energy to work on issues” and note that Mr. Sprayregen is “very good in complicated and difficult situations.”

In March 2010, Mr. Sprayregen was selected by The National Law Journal as one of “The Decade’s Most Influential Lawyers.” Mr. Sprayregen was named “Global Insolvency & Restructuring Lawyer of the Year” in 2013 by Who’s Who Legal Awards, receiving more votes from clients and peers than any other individual worldwide. In October 2013, Mr. Sprayregen was inducted into the Turnaround Management Association (TMA) Turnaround, Restructuring, and Distressed Investing Industry Hall of Fame‎. From 2013-2015, Mr. Sprayregen was appointed to serve a two year term as the President of INSOL International, the leading insolvency association in the world.

Mr. Sprayregen joined Kirkland in 1990 and built its international Restructuring Group. He joined Goldman Sachs in 2006 where he was co-head of Goldman Sachs’ Restructuring Group and advised clients in restructuring and distressed situations. He rejoined Kirkland three years later. Mr. Sprayregen is a frequent lecturer, speaker, and writer on insolvency, cross-border and distressed M&A issues. He has served as an Adjunct Professor at the University of Chicago Booth School of Business, New York University School of Law, and a Lecturer-in-Law at the University of Pennsylvania Law School.

Andrew Wellington

Andrew Wellington

Founder, CIO, Lyrical Asset Management
Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer and Managing Partner. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid‐cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating. He also was a managing director at New Mountain Capital, where he played a key role in establishing and managing the $1.2 billion New Mountain Vantage Fund, a value‐oriented, long‐only, activist hedge fund. Early in his career Mr. Wellington worked as a management consultant at Booz Allen & Hamilton and First Manhattan Consulting Group. Mr. Wellington graduated summa cum laude from the University of Pennsylvania’s Management & Technology Program, earning both a Bachelor of Science from the Wharton School and a Bachelor of Science from the School of Engineering.