2016 CFO Innovation Conference: Bank of America Merrill Lynch Presentation

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Bank of America Merrill Lynch presentation with Cathy Callahan, New Jersey Market Executive & SVP, and Michelle Meyer, Deputy Head of US Economics, Managing Director, at 2:15 P.M., May 5th, MetLife Stadium, East Rutherford, NJ.  CFOs and senior finance executives may attend at no cost, and non-CFOs may purchase tickets, by registering now at www.CFOstudio.com.

 

Cathy Callahan, New Jersey Market Executive & SVP, Bank of America Merrill Lynch

Cathy Callahan is the New Jersey Market Executive for Commercial Banking at Bank of America Merrill Lynch. As Market Executive, Cathy is responsible for the delivery of a broad range of product solutions to New Jersey commercial clients.

 Cathy has been with the company since 2003, when she joined predecessor firm FleetBoston. Prior to her Market Executive role, Cathy was most recently a Senior Client Manager for the New York Metro Region, focused on meeting the commercial banking needs of hedge funds and asset managers and making the bank a market force in the sector. By developing a team dedicated to understanding the unique needs of those clients, Cathy led the growth of Global Commercial Banking’s business with the sector from nothing in 2007 to the significant revenue driver it is today. Cathy joined the NY Metro team as a Sales Performance Manager in 2006 after having been in Global Commercial Banking Risk with coverage in both the New Jersey and Pennsylvania markets. Cathy’s banking career began at Chase Manhattan Bank. She has worked for UBS, SwissBank Corp, and First Minneapolis. In addition, Cathy has had several entrepreneurial ventures. She was a partner at Commodity Capital Group, maintained a credit outsourcing business for several European banks and owned Milady’s Armoire- a NJ based retail lingerie business.

 Cathy holds a BSFS from Georgetown University and an International Business Degree from Stichting Nijenrode, The Netherlands School of Business. Actively involved in her community, Cathy manages the PDA U16 Girls ECNL team, an elite national girls soccer league, and is a scheduler for the club; is the Upper School Parent Coordinator for Kent Place School in Summit, NJ; a member of the Harding Historical Society; and a friend of The Harding Land Trust.  Previously, she has served as President of the Executive Board of St. Peter’s Prep Parents’ Association in Jersey City, NJ; as a Finance Committee member of her church; as a member of the Maplewood, NJ Planning Board and Zoning Board of Adjustment; and as treasurer of Kent Place School’s primary six figure fundraiser.

 Born in Jersey City, Cathy has lived in New Jersey most of her life.  She has also lived in London, Johannesburg, and Minneapolis.  She and her husband, Steve Jonathan, have 3 children and live in New Vernon, New Jersey.

Michelle Meyer, Deputy Head of US Economics, Managing Director, Bank of America Merrill Lynch

Michelle Meyer is a managing director and deputy head of US economics at BofA Merrill Lynch Global Research. She is the primary fixed income trading floor economist and specialist in the US housing market. In this capacity, Meyer provides timely analysis of the high-frequency economic data and Federal Reserve policy announcements to the sales force and traders. She runs the firm’s macro model and is responsible for coordinating the medium-term economic forecasts. Meyer focuses her research on the US housing market, where she has become highly recognized for her outlook. She is a frequent commentator on CNBC and Bloomberg TV and is often cited in print and online media.

 Prior to joining BofA Merrill Lynch Global Research in early 2010, Meyer was a senior US economist at Barclays Capital, where she worked on building GDP models and sector forecasts. Meyer started her career on the US economics team at Lehman Brothers. She began to focus on the housing market in 2006 when it became clear that the sector would be a crucial part of the outlook going forward.

 Meyer earned a bachelor’s degree (magna cum laude) and a master’s degree, both in economics, at Boston University. She was named by as one of 30 under 30 in finance in 2011.

Global Expectations

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As Seen in CFO Studio Magazine Q4 2015 IssueScreenshot (57)

SETTING UP AND GROWING A MULTINATIONAL BUSINESS HAS ITS CHALLENGES

Screenshot (58)The CFO Studio World-Class Companies Executive Dinner Series met in June at Roots Steakhouse in Morristown, NJ, for a discussion of “Challenges and Opportunities for the Global Company CFO: What’s Next?” led by Richard Veldran, CFO of Dun & Bradstreet, who manages a global finance team of 490. In an interview, he named a number of challenges and opportunities that apply to his company’s global model.

Dun & Bradstreet’s commercial database, the world’s largest, includes 240 million companies. “In any given country I need to have the best data, and therefore, a leading presence in every country,” Mr. Veldran explained.

The prize for breaking into an emerging market is enormous, but the risk is real, so Dun & Bradstreet’s strategy varies. Where it makes sense, D&B owns and operates facilities in emerging markets; in other scenarios it has created partnership models.

“Take China and India; there’s lots of potential for growth, but it’s helpful to have a local player to help us navigate the effort,” he said. In these cases, D&B has created a majority-owned joint-partnership structure.

In markets with slower domestic growth, the relationship formed will be strictly a partnership. “With a partnership, we have access to data globally, including markets where we don’t own a business.”

The challenges of gaining a global footprint include currency exchange risks. “The strength of the dollar has made it difficult to drive growth and profit outside the U.S.,” said Mr. Veldran.

Enterprise risk management has also taken on added importance. “You must understand the primary risks at a detailed level, on a global scale, and monitor those risks,” he said. “A culture of transparency and compliance will be a benefit. If you see something unusual, say something. … [Otherwise] it could bring a company down.”

2016 CFO Innovation Conference: Private Equity Discussion

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Greg Libertiny, SVP of Finance & Operations at Theorem, Inc., Jonathan Stearns, Chief Investment Officer at i2 Capital, Edward (Ted) Stone, CFO at TMG Energy Corporation, and Bob Yinglin, Interim Finance & Operations at 54 Madison will lead discussion on private equity at 8:30 A.M., May 5th, MetLife Stadium, East Rutherford, NJ. CFOs and senior finance executives may attend at no cost, and non-CFOs may purchase tickets, by registering at www.CFOstudio.com.

Greg Libertiny, Senior Vice President, Finance & Business Operations, Theorem

Greg Libertiny is a broad-based executive with extensive experience in operations and finance. His early career was spent with industry titans RCA, General Electric and MCI. His collective experience has been global in nature and spans a variety of industries and sectors, including information, communications, technology (collectively “ICT”), manufacturing, distribution and green/renewables.

 

Jonathan Stearns, Chief Investment Officer, i2 Capital

Jonathan Stearns has over 20 years of experience in private capital investments in a variety of industries, capital structures and stages of development across the U.S. and Europe. A leader in impact investing, Mr. Stearns has helped to create and launch a number of new investment vehicles, with a focus on women-led platforms. As Managing Director of Stearns Associated Partners, he focuses on socially responsible investing that provides market rate risk adjusted returns and meaningful social and environmental value. From 2010 to 2013, he served as Managing Director of PineBridge Investments. Beginning in 2006, he served as the Managing Director of AIG’s Global Investment Group, where he was responsible for sourcing, evaluating, executing and managing private capital investments on behalf of AIG and its subsidiaries. Mr. Stearns previously served as Managing Director of Associated Partners and was its Founding Member, where he managed co-investment portfolios for Abbott Capital. Prior to founding Associated Partners, he served as Managing Director of Abbott Capital Management LLC and served as a Head of the co-investment team, responsible for its direct investments in private companies. Mr. Stearns served as Managing Director and co-Head of Equinox Investment Partners LLC, a private capital investment company, from 1992 to 2001, where he focused primarily on investing in private, middle-market companies. Mr. Stearns received his B.A. in history and political science from the University of the South.

Edward W. (Ted) Stone, Chief Financial Officer, TMG Energy Corporation

Ted Stone is Chief Financial Officer for TMG Energy Corporation, developer and operator of “on-site utilities” for commercial buildings using proprietary combined heat & power (“CHP”) technology.

Since his first CFO assignment in 1984, Ted has served as CFO and business partner with the CEOs of 10 other companies across a range of global, B2B, technology-driven industries and varying in size from start-ups to established companies with $100 million to $2.5 billion in revenue.  His career includes 8 years as CFO for 3 public companies, 3 private equity backed firms (8 years), 3 privately held technology start-ups (6 years) and 2 large subsidiaries of Fortune 500 corporations (8 years).

 Ted seeks out opportunities to team up with his CEO to lead significant strategic and cultural changes such as a new go-to-market strategy, merger transaction / integration, turnaround, new technology launch, or a new ownership / management team.  As a result of successful changes, nearly all of his companies increased in value more rapidly than their industries during his tenure. 

 Previous CFO assignments include: Ecorithm, Inc., developer of software to optimize energy efficiency and comfort for commercial buildings worldwide; Velocity Express, a $400M, PE-backed but NASDAQ-listed provider of specialized logistics; Solucient, a $100M PE-backed healthcare information provider; Executone, a $130M NASDAQ-listed telecommunications equipment supplier where he also led a friendly PE-backed management buyout; a $2.5 billion group of 50 companies within Thomson Corporation; Krueger International, a $350 million, PE-backed manufacturer of commercial furniture; Searle Pharmaceuticals; and two specialty chemical firms – one private, one NASDAQ-listed.  Mr. Stone began his career Pfizer in 1976, ultimately serving as a Division Controller for Pfizer’s second largest division. 

 Ted earned an MBA from the Amos Tuck School and an AB in Engineering Sciences, cum laude, from Dartmouth College.

Bob Yinglin, Interim Finance and Operations, 54 Madison

Bob Yingling is an accomplished, middle-market, public company (led IPO) CFO with a Columbia Business School MBA. Bob has additional CFO experience with PE portfolio companies. He has also implemented SAP several times and led a number of transactions.  Bob is the Audit Committee chair at Gleacher & Co., a publicly traded (“GLCH”) independent investment bank.

 

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