Shaping the Future - Milken Institute

April 26–28, 2010 

Shaping the Future 

The Beverly Hilton • Los Angeles 

Program 

milkeninstitute.org

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Associates 

Lounge 

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Global 

Conference 

Pavilion 

Executive Center 

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14 Palm 

15 Sunset 

16 Dayton 

17 Board Room 

18 Canon 

19 Oakhurst 

20 El Camino 

21 Brighton 

22 Roxbury (Press Room) 

23 Maple 

International Collection 

1 International Ballroom 

2 International Terrace 

3 International Gallery 

Beverly Hills Collection 

4 Beverly Hills Ballroom 

5 Beverly Hills Ballroom Foyer 

6 Beverly Hills Salon 

7 Wilshire Ballroom 

8 Santa Monica Suite 

9 Rodeo Gallery 

The Oasis 

10 Global Conference Pavilion 

11 Global Conference Bookstore 

12 Associates Lounge 

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Welcome to the 2010 Global Conference 

When we gathered last spring, financial markets were near a cyclical bottom. Today the landscape is decidedly 

brighter – in fact, 2009 was the third-greatest year in history for global wealth creation. But deep questions 

remain about the momentum and scope of recovery, especially for the millions of struggling households that 

continue to face unemployment. 

Beyond the looming question of how the recovery will unfold, broader issues demand our attention. 

The world is waiting for new solutions in energy, education, medical research and economic development. 

The Global Conference aims to jumpstart progress on all these fronts. In keeping with the tradition we’ve 

established over the past 13 years, this event is not about rehashing the obvious or dwelling on the magnitude 

of the challenges we face. It’s focused on the future and on finding tangible solutions. Over the next three 

days, the Global Conference will create a setting that allows leaders from all sectors to address problems 

head-on and work on rebuilding confidence. 

The overarching theme of this year’s program is the broadening of opportunity through greater access to 

capital, to health care and to knowledge. We will explore how the power of finance can be harnessed to create 

jobs, break the cycle of poverty, build a greener global economy and accelerate urgently needed medical cures. 

We’ll examine how to get capital reflowing to small and medium-size businesses – the engines of economic 

growth and job creation. And we’ll look at how specific industries, such as automotives and real estate, will 

fare in the near future under new economic conditions. 

We urge you to take full advantage of what this remarkable event has to offer, from building new relationships 

to participating in as many sessions as your schedule allows. 

It’s not easy to choose among more than 140 thought-provoking panels over the course of three days, 

especially when you want to attend two or more sessions scheduled at the same time. But you don’t have 

to miss anything: Video of each session will be on our website a couple of hours after the discussion ends. 

Just go to www.milkeninstitute.org. 

We hope to provide you with a fresh perspective and renewed hope for the future. Have a wonderful time. 

Michael Milken Michael L. Klowden 

Chairman President and CEO

Fifteen Years. 

That’s how long it takes to develop new medical treatments. 

But the thousands of people 

diagnosed with a deadly disease today 

cannot wait 15 years. 

That’s why FasterCures is working 

across sectors and diseases 

to accelerate the process of discovery 

and development of new medical solutions. 

To save lives, we must save time. 

IT’S NOT JUST OUR NAME, IT’S OUR MISSION. 

www.fastercures.org 

FasterCures Leadership: Michael Milken, Founder and Chairman; Margaret Anderson, Executive Director 

Board of Directors: 

David Baltimore, Ph.D., Nobel Laureate; Ernest Bates, M.D., Chairman and CEO, American Shared Hospital Services; Gary Becker, Ph.D., Nobel Laureate; 

Leon D. Black, Founding Partner, Apollo Management, L.P.; Nancy G. Brinker, Founder, Susan G. Komen for the Cure; 

Larry Flax, Co-Chairman, Co-CEO and Co-Founder, California Pizza Kitchen; Michael L. Klowden, President and CEO , Milken Institute; 

Gerald Levey, M.D., Provost and Dean, University of California, Los Angeles School of Medicine; Shmuel Meitar, Director, Aurec Group and Vice Chairman, Aurec Ltd; 

Richard Merkin, M.D., CEO and Founder, Heritage Provider Network; Thomas Spiegel, CIM Group, Inc.; David A. Steinberg, Founder, CAIVIS Acquisition Corporation

CONFERENCE NOTES 

Name Badge Identification 

You are required to wear your Global Conference name badge 

at all times during the conference for admittance to meals and 

sessions. The conference badge is not transferable. There is a 

$250 replacement fee for lost badges. 

Program Changes 

There may be last-minute changes to the program and 

panelists. All changes will be displayed on flat-panel screens 

located throughout the hotel. 

Session Seating 

Seating for sessions is filled on a first-come, first-served basis. 

Sessions – especially those in the Executive Center – tend to fill 

quickly and are monitored to ensure attendees have seats; there 

is no standing room. Once a session is full, no one else will be 

admitted. This includes meal sessions. Pre-selection of a session 

does not guarantee you entrance to that session. If a session 

is full, you may attend any other session where there is room. 

Many sessions are also simulcast in adjacent meeting rooms. 

Meal Seating 

Tickets will be required for lunch sessions. Attendees should 

have completed the Global Conference session selection tool 

to be guaranteed meals. 

Attendees who completed the online panel selection 

tool will receive lunch tickets in their conference packets at 

on-site registration. Those tickets will indicate whether you 

are assigned to the International Ballroom or to the more casual 

simulcasts in the Beverly Hills Ballroom and the Pavilion. 

Attendees with International Ballroom tickets will receive 

priority seating until 15 minutes after the published meal 

time. Seats that are released will be filled from the stand-by 

line on a first-come, first-served basis. 

Attendees should return tickets for meals they will not attend 

to the on-site registration desk. 

Sessions and Slides Online 

Recordings of individual sessions will be available for viewing 

online at www.milkeninstitute.org. Slides created specifically 

for the event will also be available on the Institute’s website 

after the conference concludes. These slides are available for 

conference registrants only. 

Conference Bookstore 

Please visit the conference bookstore, located in the Milken 

Institute Global Conference Pavilion. You will find books by 

conference panelists, as well as a host of business and financial 

books, best-sellers and Milken Institute publications. 

Bookstore Hours 

Monday: 8:00 a.m. – 8:00 p.m. 

Tuesday: 8:00 a.m. – 8:00 p.m. 

Wednesday: 8:00 a.m. – 4:00 p.m. 

ATTENTION GLOBAL CONFERENCE ATTENDEES 

Cell Phones, PDAs and Mobile Devices 

As a courtesy to our panelists and guests, please set cell phones 

and mobile devices to silent mode during the conference. 

Invitation-Only Sessions 

A few sessions are invitation-only and require pre-registration. 

These sessions are marked on the agenda. 

Milken Institute Global Conference Pavilion 

The Milken Institute Global Conference Pavilion, located next 

to the Executive Center, is open to all attendees. You’ll be able 

to connect to the Internet, check your e-mail, watch news 

shows or just relax. 

Exhibits 

We invite you to visit the sponsor exhibits in the Executive 

Center. They will be on display throughout the conference. 

Milken Institute Associates Lounge 

This private lounge, located next to the Global Conference 

Pavilion, is an exclusive benefit for Milken Institute Associates 

and Young Leaders Circle members. It provides a comfortable 

space where Institute supporters can conduct private meetings 

and utilize business center amenities. 

Lost and Found 

Please place your business card in the slot provided in your 

conference bag to help identify the bag in case it is misplaced. 

Found items may be turned in to registration for claim. 

Recycling Program 

The Beverly Hilton operates a sophisticated recycling program. 

For your convenience, we have placed additional recycling bins 

throughout the hotel. 

The Global Conference is being videotaped and/or audio taped for broadcast over the air, on the Internet or otherwise. As a member of 

the audience, you may be recorded. By attending this program, you grant permission to the Milken Institute to utilize your appearance, 

likeness and/or voice in connection with any photographing, video/audio taping and/or rebroadcast of the program. If you have any 

questions, please direct them to any employee of the Institute.

3:00 pm – 8:00 pm 

Global Conference Registration 

Hilton Lobby 

5:00 pm – 7:00 pm 

Global Conference Welcome Reception 

Pavilion 

6:00 am – 7:30 pm 


Hilton Lobby 

6:00 am – 9:00 am 

Continental Breakfast 

Beverly Hills Ballroom Foyer and Executive Center 

6:30 am – 7:45 am 

B R E A K O U T 

Alternative Investments for Retirement 

Whittier 

Conference Agenda 

5 

M O N D A Y 

Panelists 

Hal Bjornson, Head of Investment Services Group, J.P. Morgan 

Charles Ruffel, Managing Partner, Kudu Advisors 

Victor Zhang, Managing Director and Head of Investments, Wilshire Funds Management, Wilshire Associates Incorporated 

Moderator 

Sanjay Yodh, Managing Director, Security Global Investors 

S U N D A Y

6:30 am – 7:45 am Continued 

M O N D AY 



R O U N D T A B L E 

Africa’s Resurgence and the Role of BRICs on the Continent 

Dayton 

Speaker 

Goolam Ballim, Group Chief Economist, Standard Bank Africa 

Healthy Living Trends and Advances: 

Responding to Today’s Wellness Consumer 

Canon 

Panelists 

Pierre Fitzgibbon, President and CEO, Atrium Innovations 

Joseph Fortunato, CEO, GNC 

David Heber, Founding Director, Center for Human Nutrition, David Geffen School of Medicine, University of California, 

Los Angeles; Professor of Medicine and Public Health, Geffen School of Medicine, UCLA 

Trevor Tice, Founder and CEO, CorePower Yoga 

Moderator 

Brian Wood, Managing Director, Investment Banking, Consumer Products Group, Imperial Capital 

Using Energy Wealth to Develop the Non-Oil Sector: 

The Azerbaijan Success Story 

Oakhurst 

Speaker 

Afgan Isayev, Executive Director, Azerbaijan Investment Company, Republic of Azerbaijan 

Interviewer 

Joel Kurtzman, Senior Fellow and Executive Director of SAVE, Milken Institute 

6:30 am - 8:30 am 

P R I V A T E 

Women Financial Leaders Program 

Stardust 

private — by invitation only 

Panelists 

Kathleen Brown, Senior Advisor, Goldman Sachs 

Joan Lamm-Tennant, Global Chief Economist and Risk Strategist, Guy Carpenter & Company LLC 

Sarah Lange, Managing Director, Guggenheim 

Lauren Tennant, Product Development Analyst, Argo Group International Holdings Ltd. 

Moderator 

Lorraine Spurge, Managing Director, Guggenheim 

6

8:00 am – 9:15 am M O N D AY 



From Recession to Recovery 

International Ballroom 

Panelists 

Mohamed El-Erian, CEO and Co-Chief Investment Officer, Pacific Investment Management Co. (PIMCO) 

Steve Forbes, Chairman and CEO, Forbes Media; Editor-in-Chief, Forbes 

Kenneth Griffin, Founder and CEO, Citadel Investment Group LLC 

Marc Lasry, Chairman and CEO, Avenue Capital Group 

Moderator 

Michael Klowden, President and CEO, Milken Institute 

Health Reform I: Prevention and Cures 

Wilshire Ballroom 

Panelists 

David Brennan, CEO, AstraZeneca 

Wayne Gattinella, President and CEO, WebMD 

Jay Gellert, President and CEO, Health Net Inc. 

Margaret Hamburg, Commissioner, U.S. Food and Drug Administration 

Ardis Hoven, Chair-elect, Board of Trustees, American Medical Association 

Michael Milken, Chairman, Milken Institute and FasterCures 

Moderator 

Maria Bartiromo, Anchor, CNBC’s “Closing Bell With Maria Bartiromo” 

9:30 am - 10:00 am 

A U T H O R 

Book Signing 

Steve Forbes, Chairman and CEO, Forbes Media; Editor-in-Chief, Forbes 

How Capitalism Will Save Us: Why Free People and Free Markets Are the Best Answer in Today’s Economy 

Pavilion 

9:30 am - 10:45 am 


Financial Regulation: What’s Coming and When? 


Panelists 

Franklin Allen, Nippon Life Professor of Finance, The Wharton School, University of Pennsylvania 

Howard Atkins, Chief Financial Officer, Wells Fargo & Company 

James Barth, Senior Finance Fellow, Milken Institute; Lowder Eminent Scholar in Finance, Auburn University 

James McCaughan, CEO, Principal Global Investors 

Carmencita Whonder, Policy Director, Government Relations Group, Brownstein Hyatt Farber Schreck 

Moderator 

Matthew Bishop, U.S. Business Editor and New York Bureau Chief, The Economist 

7


M O N D AY 





Jobs, Jobs, Jobs 

Beverly Hills Ballroom 

Panelists 

Ron Bloom, Senior Advisor, U.S. Treasury Department; White House Senior Counselor for Manufacturing Policy 

Kevin Boyce, Treasurer, State of Ohio 

Ross DeVol, Executive Director, Economic Research, Milken Institute 

Carly Fiorina, Republican Candidate for U.S. Senate, California; former CEO, Hewlett-Packard 

Moderator 

Adam Lashinsky, Senior Editor at Large, Fortune 

Global Risk: Identifying the Hot Spots 


Panelists 

Shaukat Aziz, Former Prime Minister, Pakistan 

Renee Haugerud, Founder, Chief Investment Officer and Managing Principal, Galtere Ltd. 

Shouky Oren, Accountant General, Israel 

Peter Schwartz, Co-Founder and Chairman, Global Business Network 

Komal Sri-Kumar, Group Managing Director and Chief Global Strategist, TCW Group Inc.; Senior Fellow, Milken Institute 

Moderator 

Joel Kurtzman, Senior Fellow and Executive Director, SAVE, Milken Institute 

The Value of Human Life: 

A One-on-One Interview With Kenneth Feinberg 

International Terrace 

Speaker 

Kenneth Feinberg, Founder and Managing Partner, Feinberg Rozen LLP; Special Master, TARP Executive Compensation; 

Special Master, September 11th Victim Compensation Fund 

Interviewer 

Peter Passell, Senior Fellow, Milken Institute; Editor, The Milken Institute Review 

Generating New Funding for Renewable Energy 

Whittier 

Panelists 

Rex Northen, Executive Director, Cleantech Open 

Alan Salzman, CEO and Managing Partner, VantagePoint Venture Partners 

Tulsi Tanti, Chairman and Managing Director, Suzlon Energy Limited 

Trond Unneland, Vice President and Managing Executive, Chevron Technology Ventures 

John Woolard, President and CEO, BrightSource Energy 

Moderator 

Paul Deninger, Vice Chairman, Jefferies & Company Inc. 

8


M O N D AY 




P R I V A T E 

Using Finance to Fight Global Poverty 

Dayton 

Panelists 

Shari Berenbach, President and CEO, Calvert Social Investment Foundation 

Toby Eccles, Development Director, Social Finance Ltd. 

Alexander Friedman, Managing Partner, Asymmetry LLC 

Maureen Harrington, Director, Corporate and Investment Banking, Standard Bank, New York 

Moderator 

Betsy Zeidman, Director, Center for Emerging Domestic Markets, and Research Fellow, Milken Institute 

Designing Innovative Medical Research Systems 

Maple 

Panelists 

Christopher Coburn, Executive Director, Cleveland Clinic Innovations 

Scott Johnson, President and Founder, Myelin Repair Foundation 

Usama Malik, Vice President of Worldwide Innovation, Pfizer Inc. 

Lesa Mitchell, Vice President, Advancing Innovation, Ewing Marion Kauffman Foundation 

Moderator 

Debra Lappin, President, Council for American Medical Innovation 

Inside a Rising Power: Insights From One of China’s Top Media Executives 

Canon 

Speaker 

Zhouwei Liu, Editor-in-Chief and Founder, 21st Century Business Herald 

Interviewer 

Perry Wong, Director, Regional Economics, Milken Institute 

CEO Leadership Roundtable 

International Gallery 

11:00 am – 11:30 am 

A U T H O R 


Book Signing 


The Road From Ruin: How to Revive Capitalism and Put America Back on Top 

Pavilion 

9

11:00 am – 12:00 pm M O N D AY 


Ted Turner and T. Boone Pickens on America’s Energy Future 


Panelists 

T. Boone Pickens, Entrepreneur and Philanthropist; Founder, BP Capital 

Ted Turner, Chairman, Turner Enterprises Inc. 

Moderator 

Michael Milken, Chairman, Milken Institute 

11:00 am - 12:15 pm 




Boards of Directors: The Buck Stops Where? 


Panelists 

Christopher Ailman, Chief Investment Officer, California State Teachers’ Retirement System (CalSTRS) 

Kenneth Feinberg, Founder and Managing Partner, Feinberg Rozen LLP; Special Master, TARP Executive Compensation 

Richard Ferlauto, Deputy Director, Policy, Office of Investor Education and Advocacy, Securities and Exchange Commission 

Clifton Robbins, Founder and CEO, Blue Harbour Group 

James Robinson III, General Partner, RRE Ventures 

Moderator 

Andrew Ross Sorkin, Columnist, The New York Times; Author, Too Big to Fail 

The Road Ahead for ETFs 


Panelists 

David Hall, Senior Managing Director, Wilshire Associates Incorporated 

David Kastner, Market Strategist, Charles Schwab Investment Advisory Inc. 

David Morton, Chief Research Officer and Co-Chief Investment Officer, Foxhall Capital Management 

Jonathan Steinberg, CEO, WisdomTree Investments Inc. 

Raman Suri, Managing Director and Head of Product, U.S. iShares 

Moderator 

Steve Baffico, Senior Managing Director, Head of U.S. Retail Distribution, Claymore Securities/Guggenheim 

The New Dynamics of the Asian Economy 

Whittier 

Panelists 

William McCahill Jr., Vice Chairman, JLM Pacific Epoch 

Koji Omi, Founder and Chairman, STS forum; former Minister of Finance, Japan 

William Overholt, Senior Research Fellow, John F. Kennedy School of Government, Harvard University 

John Pattullo, CEO, CEVA Logistics 

Vachara Phanchet, Thailand Trade Representative, Office of the Prime Minister 

Moderator 

Mary Kissel, Editorial Page Editor, Wall Street Journal Asia 

10

11:00 am – 12:15 pm Continued 

M O N D AY 





Native American Sovereign Wealth: The Impact on Human Capital 

Brighton 

Panelists 

David Greendeer, Executive Administrative Officer, Ho-Chunk Nation 

Bill Lomax, President, Native American Finance Officers Association 

Stephen Manydeeds, Division Chief, Indian Affairs, U.S. Department of the Interior 

Chris McNeil Jr., President and CEO, Sealaska 

Moderator 

Shawn Baldwin, Chairman, Capital Management Group 

Financial Services for the Underbanked: Why Banks Aren’t the Solution 

Dayton 

Panelists 

Roger Dean, Chief Financial Officer, Axcess Financial 

Mark Ernst, Deputy Commissioner for Operations Support, Internal Revenue Service 

Daniel Henry, CEO, NetSpend 

Dan Tarantin, President and CEO, Direct General Corp. 

Stephen Vogel, CEO, Grameen America 

Moderator 

Mark Bremer, Chief Operating Officer, Stax Inc. 

Expanding Access to Education in Developing Nations 

Maple 

Panelists 

Duriya Aziz, General Manager, Singapore Education Publishing 

Barry O’Callaghan, CEO, Houghton Mifflin Harcourt 

Ronald Packard, CEO and Founder, K12 Inc. 

Moderator 

Chas Edelstein, Co-CEO, Apollo Group Inc. 

Water for Life: Managing the World’s Most Precious Resource 

Canon 

Panelists 

Neil Eckert, CEO, Climate Exchange Plc 

David Henderson, Founder and Managing Director, XPV Capital Corp. 

Alexander Kovaler, CEO, Aquanika LLC 

Kevin McGovern, Chairman and CEO, The Water Initiative 

Stella Thomas, President, Global Water Fund 

Moderator 

Jonathan Greenblatt, Lecturer, Anderson School of Management, University of California, Los Angeles 

11


M O N D AY 


Accessing Capital for Medical Innovations 

Oakhurst 

Panelists 

Craig Courtney, Special Advisor, Innovative Finance, Global Alliance for Improved Nutrition (GAIN) 

Ora Dar, Head of the Life Sciences Sector, Office of the Chief Scientist, Ministry of Industry & Trade, Israel 

Stephan Gutzeit, Executive Director, Stiftung Charité 

Moderator 

Margaret Anderson, Executive Director, FasterCures / The Center for Accelerating Medical Solutions 

12:15 pm - 2:15 pm 

G E N E R A L 

General Session 

Lunch Panel: Global Overview 


Introduction by 

Michael Klowden, President and CEO, Milken Institute 

Panelists 

Eike Batista, Chairman, EBX Investimentos 

Vicente Fox, Former President, Mexico 

Michael Froman, Deputy National Security Advisor for International Economic Affairs, White House 

Jonathan Slone, Chairman and CEO, CLSA Asia-Pacific Markets 

Chris Viehbacher, CEO, Sanofi-Aventis 

Moderator 

Paul Gigot, Editorial Page Editor and Vice President, The Wall Street Journal 

12:30 pm - 1:00 pm 

A U T H O R 

Book Signing 

Kenneth Feinberg, Founder and Managing Partner, Feinberg Rozen LLP; Special Master, 

TARP Executive Compensation; Special Master, September 11th Victim Compensation Fund 

What Is Life Worth? The Unprecedented Effort to Compensate the Victims of 9/11 

Pavilion 

12

2:30 pm – 3:45 pm M O N D AY 





Reviving the Commercial Real Estate Market 


Panelists 

Harvey Green, President and CEO, Marcus & Millichap Real Estate Investment Services 

Richard LeFrak, Chairman, President and CEO, LeFrak Organization 

Peter Lowy, Group Managing Director, Westfield Group 

Barry Sternlicht, Chairman and CEO, Starwood Capital Group 

D. Michael Van Konynenburg, President, Eastdil Secured 

Moderator 

Lewis Feldman, Partner/Los Angeles Office Chair, Goodwin Procter LLP 

What’s Next for Wall Street? 


Panelists 

H. Rodgin Cohen, Partner, Sullivan & Cromwell LLP 

James Dinan, Founder, Chairman and CEO, York Capital Management 

Kenneth Moelis, CEO, Moelis and Company 

Moderator 

Robert Shafir, CEO of Asset Management, CEO of the Americas Region, Credit Suisse 

The Meaning of Yes: Building a Culture of Customer Service Excellence 




Speaker 

Stephen J. Cloobeck, Chairman and CEO, Diamond Resorts International 

Interviewer 

Frank Luntz, Founder and President, The Word Doctors 

The Amazing Multitasking Mobile Phone 

Whittier 

Panelists 

Anand Chandrasekher, Senior Vice President; General Manager, Ultra Mobility Group, Intel Corp. 

Irv Henderson, Vice President of Product Development, Yahoo Mobile and Local 

Anthony Lewis, Vice President, Open Development, Verizon Wireless 

Alain Mutricy, Senior Vice President, Device Product Management - Mobile Devices, Motorola 

David Owens, Vice President, Marketing, Sprint 

Moderator 

Dennis Kneale, Media and Technology Editor, CNBC 

13

2:30 pm – 3:45 pm Continued 

M O N D AY 





Russia’s Economic Transformation: A Conversation With Ruben Vardanian 

Brighton 

Speaker 

Ruben Vardanian, Chairman and CEO, Troika Dialog Group 

Interviewer 

Michael Intriligator, Senior Fellow, Milken Institute; Professor Emeritus of Economics, Political Science and Public Policy, 

University of California, Los Angeles 

Investing in America’s Emerging Markets 

Dayton 

Panelists 

Frank Altman, President and CEO, Community Reinvestment Fund, USA 

Nancy Andrews, President and CEO, Low Income Investment Fund 

Austin Beutner, First Deputy Mayor and Chief Executive for Economic and Business Policy, City of Los Angeles 

Alicia Glen, Managing Director, Urban Investment Group, Goldman Sachs 

Nancy Pfund, Managing Partner, DBL Investors 

Moderator 


Making the Stimulus Sustainable: 

How Technology Can Transform Schools 

Maple 

Panelists 

Leslie Conery, Deputy CEO, International Society for Technology in Education 

Rick Miller, Senior Partner, California Education Partners; Principal, Capitol Impact 

Barry O’Callaghan, CEO, Houghton Mifflin Harcourt 

Ronald Packard, CEO and Founder, K12 Inc. 

Marco Petruzzi, President and CEO, Green Dot Public Schools 

Moderator 

Thomas Boysen, Chief Learning Officer, GlobalScholar 

Medical Philanthropy: Investing in the “Cure Enterprise” 

Canon 

Panelists 

Susan Axelrod, Founder and Chair, Citizens United for Research in Epilepsy (CURE) 

Melanie Schnoll Begun, Managing Director, Morgan Stanley Smith Barney Philanthropic Services 


Jane Wales, President and CEO, World Affairs Council of Northern California and the Global Philanthropy Forum; 

Vice President, The Aspen Institute 

Anne Wojcicki, Co-Founder, 23andMe Inc. 

Moderator 

Melissa Stevens, Director of Strategic Initiatives, FasterCures / The Center for Accelerating Medical Solutions 

14


M O N D AY 

P R I V A T E 

P R I V A T E 

Family Office Roundtable 



Panelists 

Timothy Berry, Partner, Private Advisors LLC 

Patricia Soldano, President, Southern California, GenSpring Family Offices 

Moderators 

Matthew Eby, Chief Investment Officer, JAWS Estates Capital 

Lorraine Spurge, Managing Director, Guggenheim 

High Yield in Corporate America 

Stardust 


Moderator 

Mark Shenkman, President and Chief Investment Officer, Shenkman Capital Management Inc. 

4:00 pm - 4:30 pm 

A U T H O R 

Book Signing 

Steven Drobny, Co-Founder, Drobny Global 

The Invisible Hands: Hedge Funds Off the Record - Rethinking Real Money 

Pavilion 

4:00 pm - 5:15 pm 


State of the States: U.S. Governors on Navigating the New Budget Realities 


Panelists 

Jim Doyle, Governor, State of Wisconsin 

Linda Lingle, Governor, State of Hawaii 

Arnold Schwarzenegger, Governor, State of California 

Moderator 


15


M O N D AY 





Where Do We Go From Here? Insights From Leading Institutional Investors 


Panelists 

Robin Claessens, CEO, Invensys Pension Scheme 

Janet Cowell, Treasurer, State of North Carolina 

Joseph Dear, Chief Investment Officer, California Public Employees’ Retirement System (CalPERS) 

Scott Minerd, Chief Investment Officer, Guggenheim 

Erol Uzumeri, Senior Vice President, Teachers’ Private Capital, Ontario Teachers’ Pension Plan Board 

Moderator 

Liam Kennedy, Editor, Investment & Pensions Europe 

What Comes Next for Wealth Management? 


Panelists 

John Duffy, Vice Chairman, J.P. Morgan U.S. Private Bank 

S. Alexander Haverstick II, Founder and CEO, Boxwood Strategic Advisors 

Anthony Pritzker, Managing Partner, The Pritzker Group 

Moderator 

Timothy Lappen, Founder and Chairman, Family Office Group, Jeffer, Mangels, Butler & Marmaro LLP 

Powering America: The Effects of Politics and Energy Policy 

on Business Investment 


Panelists 

Martina Aufiero, Vice President, Principal Strategic Investments, Goldman Sachs 

Daniel Braun, Managing Director, Head of Carbon Trading, Knight Capital Group Inc. 

Chris Hunter, Former Vice President, Carbon Finance, Climate Change Capital 

Martin Whittaker, Director, MissionPoint Capital Partners 

Moderator 

Richard Saines, Partner, Baker & McKenzie LLP 

Emerging Technologies, Global Strategies 

Whittier 

Panelists 

Laurent Gil, President and CEO, Viewdle 

Michael Gough, Vice President of Experience Design, Adobe 

Dirk Meyer, President and CEO, AMD 

Hal Varian, Chief Economist, Google 

Moderator 

Ernest Wilson III, Dean, Annenberg School for Communication & Journalism, University of Southern California; Chairman, 

Corporation for Public Broadcasting 

16


M O N D AY 





Stabilizing Pakistan: A Conversation With Husain Haqqani, 

Pakistan’s Ambassador to the United States 

Brighton 

Speaker 

Husain Haqqani, Ambassador to the United States, Pakistan 

Interviewer 

Parag Khanna, Director, Global Governance Initiative, New America Foundation 

Renewing American Manufacturing 

Dayton 

Panelists 

Neil DeFeo, CEO, Sun Products Corp. 

Kellie Johnson, President, Ace Clearwater Enterprises 

Gregg Sherrill, Chairman and CEO, Tenneco 

Moderator 

John Engler, President and CEO, National Association of Manufacturers 

Rethinking Financing for Global Health 

Maple 

Panelists 

Christopher Egerton-Warburton, Partner, Lion’s Head Global Partners 

Stephen Sands, Vice Chairman of Investment Banking and Global Co-Head, Healthcare Group, Lazard 

Holly Wong, Vice President, Public Policy, International AIDS Vaccine Initiative 

Moderator 

Hannah Kettler, Senior Program Officer and Economist, Global Health Policy and Finance, Bill & Melinda Gates Foundation 

The Future of Mexico: A Conversation With Former President Vicente Fox 

Canon 

Speaker 

Vicente Fox, Former President, Mexico 

Interviewer 

John Gapper, Associate Editor and Chief Business Commentator, Financial Times 

17


M O N D AY 

P R I V A T E 

Opportunities in Distressed Real Estate 



Panelists 

Joseph Azrack, Managing Partner, Real Estate, Apollo Global Management 

Neil Bluhm, Managing Principal, Walton Street Capital LLC; Founder and President, JMB Realty Corp. 

Bill Lockyer, Treasurer, State of California 

Bobby Turner, Managing Partner, Canyon Partners LLC 

Moderator 

Lewis Feldman, Partner/Los Angeles Office Chair, Goodwin Procter LLP 

5:30 pm - 6:00 pm 

A U T H O R 

Book Signing 


What Americans Really Want...Really: The Truth About Our Hopes, Dreams and Fears and 

Words That Work: It’s Not What You Say, It’s What People Hear 

Pavilion 

5:30 pm - 6:45 pm 

P R I V A T E 

P R I V A T E 

P R I V A T E 

General Reception 

Pavilion and Executive Center 

Reception for Speakers and Sponsors 

Stardust Sponsored by: 


MidOcean Partners Reception 

Le Chateau 


Credit Suisse Reception 

Poolside 


18


M O N D AY 

P R I V A T E 

P R I V A T E 

Principal Global Investors, Post Advisory Group 

and Beach Point Capital Management Reception 

Poolside 


GoldenTree Asset Management Reception 

International Terrace Patio 

6:45 pm – 8:30 pm 

G E N E R A L 



Dinner Panel: 

The 21st-Century Workplace: 

Time to Talk About What Works and What Doesn’t 


Panelists 

Cathy Benko, Vice Chairman and Chief Talent Officer, Deloitte LLP; Author, The Corporate Lattice: 

Achieving High Performance in the Changing World of Work 

Maria Shriver, Best-Selling Author, Journalist, and California First Lady 

Anne Sweeney, Co-Chair, Disney Media Networks; President, Disney / ABC Television Group 

Saadia Zahidi, Director and Head of Constituents, World Economic Forum; Co-Author, “The Gender Gap Report” 

Moderator 

David Gregory, Moderator, “Meet the Press,” NBC 

8:30 pm - 10:00 pm 

Late Night: 

The World of Sumner Redstone: Business, Politics and Life 


Speaker 

Sumner Redstone, Executive Chairman, Viacom Inc. and CBS Corp. 

Interviewer 


19

6:00 am – 8:00 pm 


Hilton Lobby 

6:00 am – 9:00 am 


Beverly Hills Ballroom Foyer and Executive Center 

6:30 am - 7:45 am 


P R I V A T E 

P R I V A T E 

Australia and the Asian-Pacific Century 

Dayton 

Panelists 

Grame Barty, Regional Director, Americas, Austrade 

Jim Berson, Mining Executive and President, Colowyo Coal Company, Rio Tinto 

Tim Shanahan, Director, Energy and Minerals Initiative, The University of Western Australia 

Moderator 

Joel Kurtzman, Senior Fellow and Executive Director of SAVE, Milken Institute 

Sustainable Communities 

Maple 


Opportunities in Corporate Credit 



20 

T U E S D A Y

8:00 am – 9:15 am T U E S D AY 





U.S. Overview: Main Street Waits for Its Rally 


Panelists 

Ron Bloom, Senior Advisor, U.S. Treasury Department; White House Senior Counselor for Manufacturing Policy 

Michael Campbell, Chairman, President and CEO, Arch Chemicals Inc.; Chairman, National Association of Manufacturers 

Donald Marron, President, Marron Economics LLC 

Michael McCallister, President and CEO, Humana Inc. 

David Simon, Chairman and CEO, Simon Property Group Inc. 

Moderator 


Understanding Commodity Trends 


Panelists 

Carole Brookins, Managing Director, Public Capital Advisors 

Paul Fribourg, Chairman and CEO, Continental Grain Company 

Andrew Halle, Chairman of the Managing Board, ECOM Agroindustrial Corp. Ltd. 

Joshua Harris, Senior Managing Director, Apollo Global Management LLC; Managing Partner and Co-Founder, 

Apollo Management LP 

C. Larry Pope, President and CEO, Smithfield Foods Inc. 

Moderator 

Robert Bucklin, Chief Corporate Banking Officer, Executive Vice President, Rabobank International 

Refocusing Philanthropy for Greater Impact in Tough Times 


Panelists 

Andre Agassi, Tennis Champion; Founder, Andre Agassi Charitable Foundation 

Eli Broad, Founder, The Broad Foundations; Founder, KB Home and SunAmerica 

Alan Schwartz, Executive Chairman, Guggenheim; Chairman, Robin Hood Foundation 

Ruben Vardanian, Chairman and CEO, Troika Dialog Group 

Moderator 

Michael Milken, Chairman, Milken Institute; Co-Founder, Milken Family Foundation 

Checking In With the Hospitality Sector 


Panelists 

Stephen J. Cloobeck, Chairman and CEO, Diamond Resorts International 

Tilman Fertitta, Chairman, President and CEO, Landry’s Restaurants Inc. 

Gary Loveman, Chairman, CEO and President, Harrah’s Entertainment Inc. 

Kevin Sheehan, CEO, Norwegian Cruise Line 

Barry Sternlicht, Chairman and CEO, Starwood Capital Group 

Moderator 

Steve Kantor, Executive Managing Director and Global Head of Investment Banking, Cantor Fitzgerald & Co. 

21


T U E S D AY 



P R I V A T E 

The Next Chapter in Charter Schooling: Taking Reform to Scale 

Whittier 

Panelists 

Kent Amos, Founder and CEO, Community Academy Public Charter School 

Jeff Clark, President and CEO, National Heritage Academies 

A.J. Duffy, President, United Teachers Los Angeles 

John Fisher, President, Pisces Inc. 

Michelle Rhee, Chancellor, District of Columbia Public Schools 

Moderator 

Caprice Young, CEO, KC Distance Learning 

Investment, Innovation and New Technology in the Arab World 

Canon 

Panelists 

Alaya Bettaieb, Director, Arab Academic Technology Transfer Project, Arab Science & Technology Foundation 

Mark Cutis, Chief Investment Officer, Special Situations, Abu Dhabi Investment Council 

Barbara Day, Acting Vice President, Investment Funds, Overseas Private Investment Corp. 

Neveen El-Tahri, Chairperson, Delta Holding for Financial Investments 

Gisel Hiscock, Director, New Business Development, Google Inc. 

Moderator 

Omar Wohabe, Partner, Wohabe Law Offices LLP 

Clean-Tech Investing: The State of the Opportunity 

Oakhurst 


Panelists 

Alan Salzman, CEO and Managing Partner, VantagePoint Venture Partners 

John Woolard, President and CEO, BrightSource Energy 

Moderator 


9:30 am - 10:45 am 


The Next Generation of Private Equity 


Panelists 

Leon Black, Chairman and CEO, Apollo Global Management LLC; Managing Partner, Apollo Management LP 

David Bonderman, Founding Partner, TPG Capital 

Scott Sperling, Co-President, THL Partners 

Ted Virtue, CEO, MidOcean Partners 

Moderator 


22


T U E S D AY 





Health Reform II: Where Do We Go From Here? 


Panelists 

Sandy Beaty, Senior Vice President, Public Affairs, Pfizer Inc. 

Ceci Connolly, Staff Writer, The Washington Post 

Michael McCallister, President and CEO, Humana Inc. 

J. Michael Pearson, Chairman and CEO, Valeant Pharmaceuticals International 

Billy Tauzin, President and CEO, Pharmaceutical Research and Manufacturers of America (PhRMA) 

Moderator 

Sage Kelly, Managing Director and the Global Head of Healthcare Investment Banking, Jefferies & Company Inc. 

Leadership and Innovation in K-12 Education System Reform 


Panelists 

Eli Broad, Founder, The Broad Foundations; Founder, KB Home and SunAmerica 

Kevin Guitterrez, Deputy Superintendent, Louisiana Recovery School District 

Kevin Johnson, Mayor, City of Sacramento 

Anthony Miller, Deputy Secretary, U.S. Department of Education 

Margaret Spellings, President and CEO, Margaret Spellings and Company; former U.S. Secretary of Education 

Moderator 

Lowell Milken, Co-Founder, Knowledge Universe Education; Founder, TAP: The System for Teacher 

and Student Advancement 

Investing in Global Infrastructure 


Panelists 

Pierre Beaudoin, President and CEO, Bombardier Inc. 

Martin Koffel, Chairman and CEO, URS Corp. 

Steven Loranger, Chairman, President and CEO, ITT Corp. 

Robert McCord, Treasurer, State of Pennsylvania 

Michael Ward, Chairman, President and CEO, CSX Corp. 

Moderator 

Daniel Casse, President, G100; Managing Partner, High Lantern Group 

Developing Your Brand for Online and Mobile Audiences 

Whittier 

Panelists 

John Battelle, Founder, Chairman and CEO, Federated Media 

David Liu, Managing Director and Head of Digital Media and Internet, Jefferies & Company Inc. 

Andrew Miller, Entrepreneur and Founder, Internet Real Estate Group LLC 

Michael Steib, Director of Emerging Platforms and TV Ads, Google 

Moderator 

Mike “Zappy” Zapolin, Author, “Internet Warrior” 

23


T U E S D AY 





New Momentum for Biofuels 

Brighton 

Panelists 

Harry Baumes, Acting Director, Office of Energy Policy and New Uses, U.S. Department of Agriculture 

Alan Boyce, President and Chairman, Adecoagro 

Desmond King, President, Chevron Technology Ventures 

Steve McCorkle, Founder and CEO, Agricultural Waste Solutions Inc. 

Joel Velasco, Chief Representative in North America, Brazilian Sugarcane Industry Association (UNICA) 

Moderator 


Doing Business in China 

Dayton 

Panelists 

Janet Cowell, Treasurer, State of North Carolina 

Stephen Dover, International Chief Investment Officer and Managing Director, Franklin Global Advisors, 

Franklin Templeton Companies LLC 

Paul Fribourg, Chairman and CEO, Continental Grain Company 

Zachary Karabell, President, River Twice Research; Fellow, Milken Institute 

Donald Tang, Founder and CEO, CSIP Group 

Moderator 

Joseph Kahn, Deputy Foreign Editor, The New York Times 

Getting Smarter in the Fight Against Terrorism 

Maple 

Panelists 

Wesley Clark, Army General (ret.) and former Supreme Allied Commander, NATO; Chairman, Rodman & Renshaw 

Richard Clarke, Chairman, Good Harbor Consulting; former National Coordinator for Security and Counterterrorism 

Brian Jenkins, Senior Advisor, Rand Corp. 

Erroll Southers, Associate Director, Center for Risk and Economic Analysis of Terrorism Events, 

and Adjunct Professor, University of Southern California 

Moderator 

Michael Intriligator, Senior Fellow, Milken Institute; Professor Emeritus of Economics, Political Science and Public Policy, 


Poverty Is Not Destiny: A Conversation With Mikheil Saakashvili, 

President of Georgia 

Canon 

Speaker 

Mikheil Saakashvili, President, Georgia 

Interviewer 

Jeffrey Gedmin, President and CEO, Radio Free Europe/Radio Liberty 

24


T U E S D AY 

P R I V A T E 

P R I V A T E 

An Uncorrelated Asset Class in All Market Conditions 

Oakhurst 


Panelists 

Daniel Passage, Partner, O’Melveny & Myers LLP 

Sunny Patpatia, President and CEO, Patpatia & Associates Inc. 

Moderator 

Scott Willkomm, Senior Vice President, Business Development, Coventry 

Creating Standards in Social Media for Children 

Stardust 

11:00 am - 11:30 am 

A U T H O R 


Book Signing 

Ceci Connolly, Staff Writer, The Washington Post 

Landmark: The Inside Story of America’s New Health Care Law and What It Means for Us All 

Pavilion 

11:00 am - 12:00 pm 


Sometimes a Great Notion: How Top Innovators Think 


Panelists 

Anthony Atala, Director, Wake Forest Institute for Regenerative Medicine; Chair, Department of Urology, 

Wake Forest University School of Medicine 

Majora Carter, President, Majora Carter Group LLC 

Frank Gehry, Architect, Gehry Partners LLP 

Biz Stone, Co-Founder, Twitter 

Moderator 

Richard Sandler, Executive Vice President, Milken Family Foundation; Partner, Law Offices of Maron & Sandler 

25

11:00 am – 12:15 pm T U E S D AY 




Lending and Job Creation in the 21st Century 


Panelists 

Todd Boehly, Managing Partner in the Office of the Chief Executive, Guggenheim 

Andy O’Brien, Managing Director, Co-Head of Syndicated and Leveraged Finance, J.P. Morgan 

Tony Ressler, Founding Partner, Ares Management LLC 

James Zelter, CEO, Apollo Investment Corp. 

Moderator 


Halting the Spread of Nuclear Weapons 


Panelists 

Richard Clarke, Chairman, Good Harbor Consulting; former National Coordinator for Security and Counterterrorism 

William Perry, Professor, Stanford University; former U.S. Secretary of Defense 

Brent Scowcroft, President, The Scowcroft Group Inc.; former U.S. National Security Advisor 

R. James Woolsey, Venture Partner, VantagePoint Venture Partners; Of Counsel, Goodwin Procter LLP; 

former Director, Central Intelligence Agency 

Moderator 

Albert Carnesale, Chancellor Emeritus and Professor, University of California, Los Angeles 

The Generation Trap: Who Will Pay for the Baby Boomers’ Retirement? 

Whittier 

Panelists 

David Blitzstein, Special Assistant for Multiemployer Funds, Collective Bargaining Department, UFCW International Union 

Jill Cuniff, President, Edge Asset Management 

Robert Kleine, Treasurer, State of Michigan 

Robert Reynolds, President and CEO, Putnam Investments 

Jeb Spaulding, Treasurer, State of Vermont 

Moderator 

Bradley Belt, Chairman, Palisades Capital Advisors LLC; former Executive Director, Pension Benefit Guaranty Corp. 

26


T U E S D AY 





Science, Technology, Engineering + Math (STEM) = Formula for Global 

Competitiveness 

Dayton 

Panelists 

Shelly Esque, Vice President, Legal and Corporate Affairs Group, Director, Corporate Affairs, Intel Corp.; 

President, Intel Foundation 

Michael Lach, Special Assistant for Science, Technology, Engineering and Mathematics Education, 

U.S. Department of Education 

Koji Omi, Founder and Chairman, STS forum; former Minister of Finance, Japan 

Vivek Wadhwa, Director of Research, Center for Entrepreneurship and Research Commercialization, Duke University 

Moderator 

Nina Rees, Senior Vice President, Strategic Initiatives, Knowledge Universe Education 

Diversity 2.0: Building a Workforce to Succeed in a Global Workplace 

Maple 

Panelists 

Deepika Bajaj, Founder and President, Invincibelle 

Steve Bell, Executive Vice President of Global Human Resources, Diamond Resorts International 

Randall Lane, Senior Leader, Global Inclusion & Diversity, Cisco Systems Inc. 

Debra Nelson, Vice President, Corporate Diversity and Community Affairs, MGM Mirage 

Alicia Winckler, Chief Human Capital Officer, Chicago Public Schools 

Moderator 

Fran Durekas, Founder and Chief Development Officer, Children’s Creative Learning Centers Inc. 

Connecting Africa to the World and the World to Africa 

Canon 

Panelists 

Jonathan Bloom, Deputy Vice President, Compact Implementation, Millennium Challenge Corp. 

Hans Humes, President and CEO, Greylock Capital Management 

Lesetja Kganyago, Director–General, National Treasury, South Africa 

Sanjay Mehta, CEO, Essar Global Services Ltd. 

Moderator 

Dipak Patel, Global Head, Transactional Products and Services, Corporate and Investment Banking, Standard Bank, 

South Africa 

The Art of Infrastructure Financing Via Public-Private Partnerships 

Oakhurst 

Panelists 

Joseph Aiello, CEO and Partner, Meridiam North America Corp. 

Dale Bonner, Secretary, Business, Transportation & Housing Agency, State of California 

Robert Dove, Managing Director, The Carlyle Group 

Nancy Kopp, Treasurer, State of Maryland 

Moderator 

James Guidera, Managing Director, Crédit Agricole Americas 

27


T U E S D AY 

P R I V A T E 

Partnering for Cures: Bridging the Chasm Between 

Microscope and Marketplace 


12:15 pm - 2:15 pm 

G E N E R A L 



Lunch Panel: Geopolitics, Global Demand and the Quest for Energy Security 


Panelists 

Aris Candris, President and CEO, Westinghouse Electric Company 

Wesley Clark, Army General (ret.) and former Supreme Allied Commander, NATO; Chairman, Rodman & Renshaw 

Anne Korin, Co-Director, Institute for the Analysis of Global Security; Chair, Set America Free Coalition 

Jay Pryor, Vice President, Corporate Business Development, Chevron 

R. James Woolsey, Venture Partner, VantagePoint Venture Partners; Of Counsel, Goodwin Procter LLP; 

former Director, Central Intelligence Agency 

Moderator 

Brian Sullivan, Anchor, Fox Business Network 

2:30 pm - 3:00 pm 

A U T H O R 

Book Signing 

Richard Clarke, Chairman, Good Harbor Consulting; former National Coordinator 

for Security and Counterterrorism 

Cyber War: The Next Threat to National Security and What to Do About It 

Pavilion 

2:30 pm - 3:45 pm 


Do Our Financial Models Still Work? 


Panelists 

Aaron Brown, Risk Manager, AQR Capital Management; Author, The Poker Face of Wall Street and A World of Chance 

Colin Camerer, Robert Kirby Professor of Behavioral Finance and Economics, California Institute of Technology 

John Cassidy, Staff Writer, The New Yorker; Author, How Markets Fail: The Logic of Economic Calamities 

Myron Scholes, Nobel Laureate, 1997; Chairman, Platinum Grove Asset Management 

Bruce Tuckman, Director of Financial Markets Research, Center for Financial Stability 

Moderator 

Glenn Yago, Executive Director, Financial Research, Milken Institute 

28


T U E S D AY 





The Frugal New Consumer 


Panelists 

Martin Franklin, Chairman and CEO, Jarden Corp. 

Diane Hessan, President and CEO, Communispace 


Lynda Resnick, Owner, POM Wonderful, FIJI Water and Teleflora 

Stephen Roach, Chairman, Morgan Stanley Asia 

Moderator 

Jim D’Aquila, Managing Director, Investment Banking, Consumer Products Group, Imperial Capital 

Frank Luntz on What Americans Really Want ... Really 


Speaker 


Financial Firms: Past, Present and Future 

Whittier 

Panelists 

Israel “Izzy” Englander, Chairman and CEO, Millennium Partners 

Daniel Loeb, CEO, Third Point LLC 

Timothy O’Hara, Managing Director, Head of Fixed Income Division-North America 

and Head of Global Credit Cluster, Credit Suisse 

Erol Uzumeri, Senior Vice President, Teachers’ Private Capital, Ontario Teachers’ Pension Plan Board 

Barry Volpert, Chairman and Co-Founder, Crestview Partners 

Moderator 

Duncan Goldie-Morrison, Senior Advisor, Crédit Agricole; Chairman, Newedge 

State of the Unions: Labor’s Role in Today’s Economy 

Brighton 

Panelists 

A.J. Duffy, President, United Teachers Los Angeles 

William McDonough, Executive Vice President, United Food and Commercial Workers International Union 

Eliseo Medina, Executive Vice President, Service Employees International Union 

Art Pulaski, Executive Secretary-Treasurer, California Labor Federation 

Moderator 

Dean Calbreath, Business Columnist / Reporter, The San Diego Union-Tribune 

29


T U E S D AY 




The College and University Challenge: 

Higher Costs and Threatened Opportunity 

Dayton 

Panelists 

Andrew Benton, President, Pepperdine University; Chair, Board of Directors, American Council on Education (ACE) 

Joan Marshall, Executive Director, College Savings Plans of Maryland 

C. L. Max Nikias, Executive Vice President, Provost and President-Elect, University of Southern California 

Moderator 

Barry Munitz, Chair, California P-16 Council; Trustee Professor, California State University, Los Angeles 

Feeding the World’s Hungry: Financing More Efficient Food Assistance 

Maple 

Panelists 

Mary Chambliss, Former Deputy Administrator, USDA Foreign Agricultural Service 

Michael Klein, Special Advisor, U.N. World Food Programme 

Ejnar Knudsen, Co-Portfolio Manager of the Agriculture Fund, Passport Capital 

Vijaya Ramachandran, Senior Fellow, Center for Global Development 

Moderator 

James Moglia, Executive Managing Director, BMO Capital Markets 

The New Landscape of Municipal Finance 

Canon 

Panelists 

Kathleen Brown, Senior Advisor, Goldman Sachs 

Robert Kleine, Treasurer, State of Michigan 

J. Ben Watkins, Director, Division of Bond Finance, State of Florida 

George Wolf, Partner, Orrick, Herrington & Sutcliffe LLP 

Moderator 

Scott Minerd, Chief Investment Officer, Guggenheim 

30


T U E S D AY 


P R I V A T E 

Patients Helping Doctors: Unlocking the Information Researchers Need 

Oakhurst 

Panelists 

Jack Cochran, Executive Director, The Permanente Federation 

James Heywood, Chairman and Co-Founder, PatientsLikeMe 

Susan Love, President, Dr. Susan Love Research Foundation; Co-Founder, Lluminari 

John Wilbanks, Vice President for Science, Creative Commons; Executive Director, Science Commons 

Moderator 


Credit’s Role in the Hospitality Industry 

Stardust 


Speaker 

David Palmer, Executive Vice President and Chief Financial Officer, Diamond Resorts International 

3:00 pm - 3:30 pm 

A U T H O R 

Book Signing 

Nouriel Roubini, Professor of Economics and International Business, 

Stern School of Business, New York University 

Crisis Economics: A Crash Course in the Future of Finance 

Pavilion 

4:00 pm - 4:30 pm 

A U T H O R 

Book Signing 

John Cassidy, Staff Writer, The New Yorker 

How Markets Fail: The Logic of Economic Calamities 

Pavilion 

31

4:00 pm – 5:15 pm T U E S D AY 





The Evolving World of Alternative Investments 


Panelists 

Harold Bradley, Chief Investment Officer, Ewing Marion Kauffman Foundation 

Alan Buerger, Co-Founder and CEO, Coventry 

Hans Hufschmid, CEO, GlobeOp Financial Services 

Simon Ruddick, Co-Founder and Managing Director, Albourne Partners 

Anthony Scaramucci, Managing Partner, SkyBridge Capital 

Moderator 

James Williams, Vice President, Chief Investment Officer and Treasurer, The J. Paul Getty Trust 

The View From Venture Capitalists 


Panelists 

John Albright, Managing Partner, JLA Ventures and BlackBerry Partners Fund 

Brook Byers, Partner, Kleiner Perkins Caufield & Byers 

Lisa Lambert, Vice President; Managing Director, Software and Services; Intel Capital 

Kate Mitchell, Managing Director, Scale Venture Partners; Chairman-Elect, National Venture Capital Association 

Moderator 

Alec Ellison, Global Head of Technology Investment Banking, Jefferies & Company Inc. 

The Eurozone: Still One for All and All for One? 


Panelists 

Bo Lundgren, Director General, Swedish National Debt Office; former Minister for Fiscal and Financial Affairs 

Robert Mundell, Nobel Laureate, Economic Sciences, 1999; Professor of Economics, Columbia University 

Nouriel Roubini, Professor of Economics and International Business, Stern School of Business, New York University 

Moderator 


Steering Business Toward Sustainability 


Panelists 

Terry Kellogg, CEO, 1% for the Planet 

Rich Lechner, Vice President, Energy and Environment, IBM 

Arthur Rubinfeld, President, Global Development, Starbucks 

Andrew Shapiro, Founder and President, GreenOrder 

Olivier Weber, President, South America Foods, PepsiCo Inc. 

Moderator 

Nancy McFadden, Senior Vice President and Senior Advisor to the Chairman and CEO, PG&E Corp. 

32


T U E S D AY 





Digital Swarms: Social Media, Social Responsibility and the Power of a Crowd 

Whittier 

Panelists 

Jack Leslie, Chairman, Weber Shandwick 

Kevin Long, Co-Founder, Justmeans 

Chris Miller, Manager of Corporate Consciousness, Seventh Generation 

Brent Schulkin, Founder, Carrotmob 

Moderator 

Marcia Stepanek, Founder and Publisher, Cause Global; Author, Swarms 

Cars 2.0: The Future of the Auto Industry 

Brighton 

Panelists 

Susan Cischke, Group Vice President, Sustainability, Environment and Safety Engineering, Ford Motor Company 

Henrik Fisker, Co-Founder and CEO, Fisker Automotive 

Michael Granoff, Head of Oil Independence Policies, Better Place 

Josh Wolfe, Co-Founder and Managing Partner, Lux Capital Management 

Moderator 

Robert “Steve” Miller, Chairman, MidOcean Partners; former Chairman and CEO, Delphi Corp. 

Building China’s Middle Class 

Dayton 

Panelists 

Catherine Cai, Managing Director, Vice Chairman of China Investment Banking, Bank of America Merrill Lynch 

Matthew Crakes, Managing Partner, Greenheart Capital Partners 

Stephen Roach, Chairman, Morgan Stanley Asia 

Gary Shilling, President, A. Gary Shilling & Co. 

Perry Wong, Director, Regional Economics, Milken Institute 

Moderator 

Mary Kissel, Editorial Page Editor, Wall Street Journal Asia 

Accelerating Cures by Building a More Efficient FDA 

Maple 

Panelists 

Gail Cassell, Vice President, Scientific Affairs, Eli Lilly & Co. 

Garry Neil, Corporate Vice President, Corporate Office of Science and Technology, Johnson & Johnson 

Ellen Sigal, Chair and Founder, Friends of Cancer Research 

Jonathan Simons, President and CEO, Prostate Cancer Foundation 

Moderator 


33


T U E S D AY 


From Ancient Ruins to Modern Profits: Cultural Heritage as an Asset Class 

Oakhurst 

Panelists 

Larry Coben, Founder and Executive Director, Sustainable Preservation Initiative 

Maureen Miskovic, Former Chief Risk Officer, State Street Corp. 

Charles Stanish, Director, Cotsen Institute of Archaeology, University of California, Los Angeles 

Moderator 


4:30 pm - 5:00 pm 

A U T H O R 

Book Signing 

Lynda Resnick, Owner, POM Wonderful, FIJI Water and Teleflora 

Rubies in the Orchard: The POM Queen’s Secrets to Marketing Just About Anything 

Pavilion 

4:45 pm - 6:45 pm 

P R I V A T E 

Milken Institute Young Leaders Circle 

Reception on International Terrace Patio, Program in International Terrace 


Speaker 


5:30 pm – 6:00 pm 

A U T H O R 

Book Signing 

Jerry Weintraub, Film Producer 

When I Stop Talking, You’ll Know I’m Dead: Useful Stories From a Persuasive Man 

Pavilion 

5:30 pm – 6:45 pm 

General Reception 

Pavilion and Executive Center 

Canada Reception 

Maple 

34


T U E S D AY 

P R I V A T E 

P R I V A T E 

P R I V A T E 

Reception for Speakers and Sponsors 

Stardust 


Jefferies Reception 

Poolside 


Vistage Reception 

Poolside 

7:00 pm – 9:00 pm 

G E N E R A L 



Dinner Panel: America’s Political Landscape as the Midterms Approach 


Panelists 

David Frum, Editor, FrumForum.com 

Matt Miller, Columnist, The Washington Post; Host, “Left, Right & Center” 

Tim Pawlenty, Governor, State of Minnesota 

Brian Schweitzer, Governor, State of Montana 

Moderator 

Campbell Brown, Anchor, “Campbell Brown,” CNN 

9:00 pm - 10:30 pm 

Late Night: 

Jerry Weintraub and Carl Reiner: Two Hollywood Legends 


Speakers 

Carl Reiner, Director/Writer/Actor/Producer 

Jerry Weintraub, Film Producer 

35

6:00 am – 4:00 pm 


Hilton Lobby 

6:00 am – 9:00 am 


Beverly Hills Foyer and Executive Center 

6:30 am - 7:45 am 



Channeling Growth Capital to Small and Medium-Size Businesses 

Whittier 

Panelists 

John Bohn, Commissioner, California Public Utilities Commission 

Wally Hunter, Managing Partner, EnerTech Capital Canada Ltd. 

Rafael Pastor, Chairman and CEO, Vistage International 

Stephen Watkins, Chairman and CEO, Entrex Inc. 

W E D N E S D A Y 

Moderator 


Canada: Stability in the Economic Storm 

Maple 

Panelists 

Philip Haggerty, Vice President of Corporate Development, Ontario Municipal Employees Retirement System (OMERS) 

David Henderson, Founder and Managing Director, XPV Capital Corp. 

Mark McQueen, President and CEO, Wellington Financial LP 

Edward Waitzer, Partner, Stikeman Elliott LLP 

Moderator 

Louis Lévesque, Deputy Minister of International Trade, Canada 

36


W E D N E S D AY 

P R I V A T E 

Guggenheim Breakfast 

Canon 

8:00 am - 9:15 am 





Reading the Tea Leaves: Investing for 2010 and Beyond 


Panelists 

Nick Calamos, President of Investments and Co-Chief Investment Officer, Calamos Investments 

Patrik Edsparr, Global CEO, Citadel Securities 

Thomas Joyce, Chairman and CEO, Knight Capital Group Inc. 

Meredith Whitney, CEO, Meredith Whitney Advisory Group LLC 

Yuan Zhou, Managing Director, Head of Asset Allocation & Strategic Research Department, China Investment Corp. 

Moderator 


The Science of Longevity 


Panelists 

William Aronson, Professor, UCLA Department of Urology; Chief of Urology, Olive View UCLA Medical Center 

Luigi Fontana, Research Associate Professor of Medicine and Associate Director of the Longevity Research Program, 

Washington University in St. Louis School of Medicine 

David Heber, Founding Director, Center for Human Nutrition, David Geffen School of Medicine, University of California, 

Los Angeles; Professor of Medicine and Public Health, Geffen School of Medicine, UCLA 

Moderator 

Howard Soule, Executive Vice President and Chief Science Officer, Prostate Cancer Foundation; Senior Fellow, 

Milken Institute 

India’s Energizer Economy: Still Growing Strong 


Panelists 

Martha Bejar, President, Global Sales and Operations, Wipro Technologies 

Sabeer Bhatia, Co-Founder and Chairman, Sabse Technologies 

Naren Gupta, Co-Founder, Nexus Venture Partners 

Tulsi Tanti, Chairman and Managing Director, Suzlon Energy Ltd. 

Moderator 


37





Innovation and Access: How Technology Is Revolutionizing Higher Education 

on a Global Scale 

Whittier 

Panelists 

Marc Clement, Vice-Chancellor and Chief Executive, University of Wales 

Stephen Fireng, President and CEO, Embanet ULC 

Michael Horn, Co-Founder and Executive Director, Education, Innosight Institute 

Gary McCullough, President and CEO, Career Education Corp. 

Moderator 

Gregory Cappelli, Co-CEO, Apollo Group Inc. 

SAVE Roundtable: Building a Sustainable Energy Future 

Oakhurst 

Panelists 

G. Chris Andersen, Founder and Partner, G.C. Andersen Partners LLC 

Roger Conway, Chief Economist, Growth Energy 

Gary Dirks, Director, LightWorks, Arizona State University 

James McDermott, Managing Partner, US Renewables Group 

Moderator 


9:30 am - 10:00 am 

A U T H O R 

Book Signing 


The 10 Laws of Enduring Success 

Pavilion 

9:30 am - 10:45 am 


Corporate Debt Financing and Economic Recovery 


Panelists 

Colin Fan, Global Head of Credit Trading and Head of Emerging Markets Debt Trading, Deutsche Bank 

Steven Shenfeld, President, MidOcean Credit Partners 

David Solomon, Managing Director and Co-Head of the Investment Banking Division, Goldman Sachs 

Steven Tananbaum, CEO and Chief Investment Officer, GoldenTree Asset Management 

David Warren, Chief Investment Officer, Brevan Howard Credit Catalysts Master Fund 

Moderator 


38







China: Long or Short? 


Panelists 

Zachary Karabell, President, River Twice Research; Fellow, Milken Institute 

Burton Malkiel, Chemical Bank Chairman’s Professor of Economics, Princeton University 

Peter Navarro, Professor of Economics and Public Policy , The Paul Merage School of Business, 

University of California, Irvine 

Gary Shilling, President, A. Gary Shilling & Co. 

Moderator 

Dennis Kneale, Media and Technology Editor, CNBC 

Small Business: New Challenges, New Strategies 


Panelists 

Mitch Jacobs, Founder and CEO, On Deck Capital 

Ginger Lew, Senior Advisor, White House National Economic Council 

Rafael Pastor, Chairman and CEO, Vistage International 

Chris Reilly, President, CIT Small Business Lending Corporation 

Brian Reynolds, Founder and Managing Partner, Chatham Capital 

Moderator 

Rick Newman, Chief Business Correspondent, U.S. News & World Report 

Superheroes Save Hollywood: Translating Comics Into Blockbusters 

Whittier 

Panelists 

Avi Arad, Chairman, Arad Productions Inc.; Producer of “Spider-Man,” “X-Men” and” “Iron Man” 

Bryan Singer, Film Director of “X-Men,” “X2” and “Superman Returns” 

Matt Tolmach, President, Columbia Pictures; Studio Executive, Spider-Man franchise 

Thomas Tull, Chairman and CEO, Legendary Pictures; Producer of “The Dark Knight,” “300” and “Watchmen” 

Moderator 

Kevin Klowden, Managing Economist and Director, California Center, Milken Institute 

Rethinking the War on Drugs 

Brighton 

Panelists 

Andrea Barthwell, CEO, EMGlobal LLC; former Deputy Director for Demand Reduction, 

Office of National Drug Control Policy 

Martin Iguchi, Professor and Chair, Department of Community Health Sciences, UCLA School of Public Health; 

Adjunct Senior Behavioral Scientist, Rand Drug Policy Research Center 

Ethan Nadelmann, Founder and Executive Director, Drug Policy Alliance 

Peter Reuter, Professor, School of Public Policy and the Department of Criminology, University of Maryland 

Moderator 


39







Alzheimer’s Disease: Meeting the Challenges in an Aging Society 

Dayton 

Panelists 

Harry Johns, President and CEO, Alzheimer’s Association 

June Kinoshita, Executive Editor, Alzheimer Research Forum 

Jeff Morby, Chairman and Co-Founder, Cure Alzheimer’s Fund 

Moderator 

Greg Simon, Senior Vice President, Worldwide Policy, Pfizer Inc. 

Expeditionary Economics: A New Model for Post-Conflict Countries 

Maple 

Panelists 

Clare Lockhart, Director, Institute for State Effectiveness 

Jeffrey Peterson, Colonel, U.S. Army; Professor of Economics, West Point Military Academy 

Kori Schake, Research Fellow, Hoover Institution 

Moderator 

Robert Litan, Vice President, Research and Policy, Ewing Marion Kauffman Foundation 

The Amazing Alternative Energy Race: Which Countries Will Win? 

Canon 

Panelists 

Jim Barry, Chief Executive, NTR 

Moray Dewhurst, Vice Chairman and Chief of Staff, FPL Group Inc. 

Tulsi Tanti, Chairman and Managing Director, Suzlon Energy Ltd. 

Daniel Weiss, Co-Founder and Managing Partner, Angeleno Group 

Thomas Werner, CEO, SunPower Corp. 

Moderator 

Raymond Wood, Managing Director and Co-Head, U.S. Power Group and The Global Alternative Energy Group, 

Credit Suisse 

Online News: The Frontier of Financial Journalism 

Oakhurst 

Panelists 

John Carney, Independent Financial Writer 

Stacy-Marie Ishmael, Reporter, Financial Times 

Heidi Moore, Contributer, The Big Money 

Felix Salmon, Financial Blogger, Reuters 

Moderator 

Paddy Hirsch, Senior Editor, “Marketplace,” American Public Media 

40

11:00 am – 11:30 am W E D N E S D AY 

A U T H O R 

Book Signing 

Clare Lockhart, Director, Institute for State Effectiveness 

Fixing Failed States: A Framework for Rebuilding a Fractured World 

Pavilion 

11:00 am - 12:00 pm 


Outlook for the U.S. Housing Market 


Panelists 

Donald Brownstein, CEO and Chief Investment Officer, Structured Portfolio Management LLC 

Mark Buckland, President and Co-Founder, City Ventures 


Larry Mizel, Chairman and CEO, MDC Holdings Inc. 

Lewis Ranieri, Chairman, Ranieri Partners LLC; Founder, Hyperion Private Equity Funds 

Moderator 

Gordon Crovitz, Co-Founder, Journalism Online; former Publisher, The Wall Street Journal 

11:00 am - 12:15 pm 



Finding Opportunities in Restructuring in the Year Ahead 


Panelists 

Christopher Jacobs, Senior Analyst, Western Asset Management Company 

Marc Rowan, Co-Founder and Senior Managing Director, Apollo Global Management LLC 

Alan Schwartz, Executive Chairman, Guggenheim; Chairman, Robin Hood Foundation 

Doug Teitelbaum, Managing Partner, Bay Harbour Management 

Moderator 

Irwin Gold, Co-Chairman and Co-Head of the Financial Restructuring Group, Houlihan Lokey 

Hope on the Horizon: Progress in the Prevention and Treatment of Cancer 


Panelists 

Debra Black, Broadway Producer; Co-Founder and Chair, Melanoma Research Alliance 

Howard Soule, Executive Vice President and Chief Science Officer, Prostate Cancer Foundation; Senior Fellow, 

Milken Institute 

Suzanne Topalian, Professor of Surgery and Oncology, Johns Hopkins University; Director, Melanoma Program, 

Sidney Kimmel Comprehensive Cancer Center; Chief Science Officer, Melanoma Research Alliance 

Andrew von Eschenbach, Senior Director for Strategic Initiatives, Center for Health Transformation; 

former Commissioner, U.S. Food and Drug Administration 

Moderator 

Wendy Selig, CEO, Melanoma Research Alliance 

41






Brazil’s Moment in the Sun 

Whittier 


Luiz Henrique da Silveira, Governor, State of Santa Catarina, Brazil 

Panelists 

Eike Batista, Chairman, EBX Investimentos 

Everaldo Franca, Founder and CEO, PPS Portfolio Performance Ltd. 

Jerson Kelman, CEO, Light; Partner, BR Investimentos 

Ricardo Weiss, Investment Director, FAPES 

Moderator 

Vinicius Lummertz, Secretary for Foreign Affairs, Government of the State of Santa Catarina, Brazil 

Climate Change Post-Copenhagen: What’s Plan B? 

Brighton 

Panelists 

Neil Eckert, CEO, Climate Exchange Plc 

Bryan Hannegan, Vice President, Environment and Renewables, Electric Power Research Institute 

Matthew Kahn, Professor, Institute of the Environment, Department of Economics and Department of Public Policy, 


Matt Petersen, President and CEO, Global Green USA 

Joel Smith, Principal, Stratus Consulting 

Moderator 


Philanthropy in Early Childhood Education 

Dayton 

Panelists 

Anthony Berkley, Deputy Director, W.K. Kellogg Foundation 

Daniel Pedersen, Founding President, Buffett Early Childhood Fund 

Mark Shriver, Vice President and Managing Director, U.S. Programs, Save the Children 

Moderator 

Felicia Thornton, CEO, Knowledge Universe Education U.S. 

42







Health Diplomacy as a Foreign Policy Tool 

Maple 

Panelists 

Bernard Alpert, Associate Clinical Professor of Surgery, University of California, San Francisco 

Lewis Bernstein, Executive Vice President, Education, Research and Outreach, Sesame Workshop 

David Rutstein, Acting Deputy Surgeon General, U.S. Department of Health and Human Services 

Robert Sebbag, Vice President, Access to Medicines, Sanofi-Aventis 

Gaddi Vasquez, U.S. Ambassador (retired); former Director, Peace Corps 

Moderator 

Richard Carmona, 17th Surgeon General of the United States; Distinguished Professor, University of Arizona 

Funding Liabilities: The New Asset Allocation Frontier 

Canon 

Panelists 

Dave Fischer, Chief Investment Officer, Reinsurance Group of America Inc. 

Scott Hartz, Executive Vice President, General Account Investments, Manulife Financial Corp. 

Sunny Patpatia, President and CEO, Patpatia & Associates Inc. 

Moderator 

Anne Walsh, Senior Managing Director, Guggenheim 

Transit Towns: Financing More Sustainable Communities 


Panelists 

Dale Bonner, Secretary, Business, Transportation & Housing Agency, State of California 

William Fleissig, President, Communitas Development Inc. 

L. William Huck, Managing Director, Stone & Youngberg LLC 

Wendy Rowden, Managing Director, Investment Practice Group, Jonathan Rose Companies 

Tony Salazar, President, West Coast Operations, McCormack Baron Salazar 

Moderator 

Lisa Davis, Program Officer, Ford Foundation 

Creating a More Investor-Friendly East Africa 

Oakhurst 

Panelists 

Michael Battle, U.S. Ambassador to the African Union 

Barbara Day, Acting Vice President, Investment Funds, Overseas Private Investment Corp. 

Greyson Kiondo, President, Kilimanjaro International 

John Ngumi, Director of Investment Banking Coverage, Corporate & Investment Banking Division, Standard Bank Africa 

Joseph Wambia, CEO and Chief Investment Officer, WambiaCapital Group LLC 

Moderator 

Sean Cleary, Chairman, Strategic Concepts, South Africa 

43

12:15 pm – 2:15 pm W E D N E S D AY 

G E N E R A L 


Lunch Panel: Global Financial Markets: Nouriel Roubini and Mike Milken 

Debate Where We’ve Been – Where We’re Going 


Panelists 


Nouriel Roubini, Professor of Economics and International Business, Stern School of Business, New York University 

Moderator 

Matthew Winkler, Editor-in-Chief, Bloomberg News 

2:30 pm - 3:45 pm 



The Fed at a Crossroads 


Panelists 

Jason Cummins, Head of Economic Research, Brevan Howard Asset Management LLP 

Maria Fiorini Ramirez, President and CEO, MFR Inc. 

Vincent Reinhart, Resident Scholar, American Enterprise Institute for Public Policy Research; 

former Director, Division of Monetary Affairs, Federal Reserve Board 

David Zervos, Managing Director and Head of Global Fixed Income Strategy, Jefferies & Company Inc. 

Moderator 

Jon Hilsenrath, Chief Economics Correspondent, The Wall Street Journal 

The Future of Journalism: Who’s Going to Report the News? 


Panelists 

Gordon Crovitz, Co-Founder, Journalism Online; former Publisher, The Wall Street Journal 

Arianna Huffington, Co-Founder and Editor-in-Chief, The Huffington Post 

Bill Keller, Executive Editor, The New York Times 

Andrew Lack, CEO, Multimedia, Bloomberg LP 

Vivian Schiller, President and CEO, NPR 

Moderator 

Terence Smith, Journalist; former Correspondent, “The NewsHour With Jim Lehrer” 

44







The Business of Sports 


Panelists 

Landon Donovan, Professional Soccer Player, Los Angeles Galaxy and U.S. Men’s National Team 

Ed Goren, President, Fox Sports 

Len Komoroski, President, Cleveland Cavaliers 

Jerry Reinsdorf, Chairman, Chicago White Sox and Chicago Bulls 

Moderator 

Jim Gray, Sportscaster, NBC (Olympics), Showtime, The Golf Channel and Westwood One Radio 

Natural Gas: Can It Be a Game-Changer? 

Whittier 

Panelists 

Bill Albrecht, President, Oxy Oil and Gas, USA 

Peter Gunnerman, Partner and Director, Advanced Refining Concepts LLC 

Bill Koetzle, Manager, Legislative, Regulatory and Political Affairs, Chevron Corp. 

Timothy Murray, Managing Director, Guggenheim 

Moderator 

Tim Shanahan, Director, Energy and Minerals Initiative, The University of Western Australia 

The Retrofit Revolution: Innovative Financing and Programs 

to Green Every U.S. Home 

Dayton 

Panelists 

Howard Banker, Managing Director, Finance Group, Energy Programs Consortium 

Rod Dole, Auditor-Controller-Treasurer-Tax Collector, County of Sonoma, California 

George McCarthy, Director, Metropolitan Opportunity Unit, Ford Foundation 

Josh Raffaelli, Associate and Kauffman Fellow, Draper Fisher Jurvestson 

James Williamson, Policy Director, Treasury Department, State of Pennsylvania 

Moderator 

Martha Amram, CEO, Ennovationz; Senior Fellow, Milken Institute 

Sustainable Israel: Pioneering Solutions 

Maple 

Panelists 

Ora Dar, Head of the Life Sciences Sector, Office of the Chief Scientist, Ministry of Industry & Trade, Israel 

Stanley Gold, President, Shamrock Holdings Inc. 

Michael Granoff, Head of Oil Independence Policies, Better Place 

Habib Hazzan, Managing General Partner and Co-Founder, Al Bawader 

Eugene Kandel, Head of the National Economic Council, Israel Prime Minister’s Office 

Moderator 


45




P R I V A T E 

Homeland Security: A Conversation With Governor Tom Ridge 

Canon 


Courtney Mizel Green, Founding Director and Chairman, Center for Empowered Living and Learning 

Speaker 

Tom Ridge, President and CEO, Ridge Global LLC; former Secretary, U.S. Department of Homeland Security 

Interviewer 

Brian Jenkins, Senior Advisor, Rand Corp. 

Bullish on California: Finding the Opportunities 

Stardust 

4:00 pm - 5:15 pm 




The Business Behind the Show: Outlook for the Entertainment Industry 


Panelists 

Irving Azoff, Executive Chairman, Live Nation 

Richard Beckman, CEO, e5 Global Media 

Chase Carey, Deputy Chairman, President and Chief Operating Officer, News Corp. 

Robert Kotick, President and CEO, Activision Blizzard 

Leslie Moonves, President and CEO, CBS Corp. 

Moderator 

Terry Semel, Chairman and CEO, Windsor Media 

The Israeli Economy: Lessons in Achieving Stability and Growth 


Panelists 

Jeremy Blank, Senior Managing Director, York Capital Management 

Neri Bukspan, Chief Quality Officer and Chief Accountant, Standard & Poor’s 

Zvi Eckstein, Deputy Governor, Bank of Israel 

Anath Levin, Chief Investment Officer, Head of Investments and Credit Division, Migdal Group 

Shouky Oren, Accountant General, Israel 

Moderator 

Yossie Hollander, Chairman, Israeli Institute for Economic Planning 

46



Closing Reception 

Poolside 

Milken Institute Israel Center Reception 

Poolside 

47

g l o b a l c o n f e r e n c e p a n e l i s t s 

49

panelists 

Andre Agassi began his professional tennis career in 1986 at age 16. His performance on the court earned him 

60 career men’s singles titles, including eight Grand Slam singles championships. Agassi is the only male player in 

the world to win all four Grand Slam titles and an Olympic gold medal. In 1994 he established the Andre Agassi 

Foundation, which is dedicated to transforming U.S. public education for underserved youth. The foundation 

drives reform by engaging in practice, policy and partnerships that provide quality education and enrichment 

opportunities. The centerpiece of its mission is the Andre Agassi College Preparatory Academy, a model K-12 charter 

school located in the most socioeconomically disadvantaged community of Las Vegas. Agassi Prep celebrated its 

first graduating class in June 2009. 

Joseph Aiello is CEO and Partner at Meridiam North America Corp. In that role, he has been at the forefront 

of the evolution of infrastructure delivery models in the U.S. Meridiam is an equity investor developer and asset 

manager of Greenfield Public Private Partnerships, and has emerged as one of the global leaders in its markets. The 

firm received a variety of global honors such as PPP Project of the Year and Sponsor of the Year for 2009. Meridiam 

is now building two key projects in the United States: the Port of Miami tunnel and the NTE Expressway Managed 

Lanes Projects. Prior to joining Meridiam, Aiello served for more than 10 years as a senior executive at Aecom, where 

at various times he led operations, strategic planning, transportation planning and major projects development. For 

10 years he worked for the Massachusetts Bay Transportation Authority, where he last served as assistant general 

manager for budgets and strategic planning. 

Christopher Ailman is Chief Investment Officer of the California State Teachers’ Retirement System (CalSTRS), 

the second-largest pension fund in the nation. He joined CalSTRS in 2000, after managing the Washington State 

Investment Board and serving as chief investment officer of the Sacramento County Employees’ Retirement System. In 

2006 he became the first Anglo to receive the Distinguished Service Award for the advancement of Latinos in business 

by the New America Alliance. Ailman was also named the 2000 “CIO of the Year” by the Institute for Fiduciary Education 

and received the 2003 Richard L. Stoddard Award for outstanding contributions to the investment of public funds. He 

currently serves as a board member of the U.K.-based International Corporate Governance Network and the Pacific 

Pension Institute, and is co-chairman of the Milken Institute Global Capital Markets Advisory Council. Ailman received a 

bachelor’s degree in business economics from the University of California, Santa Barbara. 

John Albright is the Founder and Managing Partner of JLA Ventures and Co-Managing Partner of the BlackBerry 

Partners Fund. He started JLA Ventures in 1996 and the BlackBerry Partners Fund in 2008. Previously, he held senior 

positions with several private equity and venture capital firms. Albright, who helps entrepreneurial companies through 

significant growth and into the public markets, works with and advises senior management of investee companies and 

fills supporting roles when existing management lacks the right experience or skill set. Albright serves as a director 

of several private and public companies as well as the Canadian Venture Capital and Private Equity Association. He is 

an advisory board member of the North American Venture Capital Association. A chartered financial analyst, Albright 

received a bachelor’s degree in business administration from the Schulich School of Business at York University. 

Franklin Allen is the Nippon Life Professor of Finance and Professor of Economics at The Wharton School of the 

University of Pennsylvania, where he has been on the faculty since 1980. Currently serving as co-director of the Wharton 

Financial Institutions Center, he was formerly vice dean and director of Wharton doctoral programs and executive editor 

of the Review of Financial Studies, one of the leading academic finance journals. He is a past president of the American 

Finance Association, the Western Finance Association, the Society for Financial Studies and the Financial Intermediation 

Research Society. His main areas of interest are corporate finance, asset pricing, financial innovation, comparative 

financial systems and financial crises. He is a co-author with Richard Brealey and Stewart Myers of the eighth and ninth 

editions of the textbook Principles of Corporate Finance. He received his doctorate from the University of Oxford. 

50

panelists 

Bernard Alpert is Associate Clinical Professor of Surgery at the University of California, San Francisco. As a 

volunteer surgeon for International Medical Corps, he was the first non-military U.S. physician to enter Iraq as part of 

the humanitarian effort launched in April 2003. He returned to Iraq five times in an educational enterprise aimed at 

reintegrating all Iraqi physicians with their world colleagues. In 2001, as president of the Medical Board of California, 

Alpert was an architect of the “California Physician Corps,” a program that encourages physicians to practice in lowincome 

communities by offering medical school loan relief. Alpert received a bachelor’s degree from Amherst College 

and trained in general and plastic surgery at UC San Francisco. 

Frank Altman is President and CEO of Community Reinvestment Fund, USA. He co-founded CRF in 1988 and used it 

to pioneer the development of a secondary market for community and economic development loans. Under Altman’s 

leadership, CRF has grown from a small firm to a national organization serving community-based lenders throughout 

the country. CRF has provided more than $1 billion to over 750 communities across the nation. In addition, Altman is 

on the Executive Committee of the New Markets Tax Credit Coalition, which he founded to initiate a federal tax credit to 

encourage private investment in low-income communities. He also serves on the boards of the Coalition of Community 

Development Financial Institutions, RAIN Source Capital, the Social Investment Forum and Franklin National Bank in 

Minneapolis. Altman received a bachelor’s degree from Brown University and a master’s degree from the University of 

Minnesota’s Hubert H. Humphrey Institute of Public Affairs. 

Kent Amos is the Founder and CEO of Dorothy I. Height Community Academy Public Charter Schools (CAPCS) in 

Washington, D.C. In founding CAPCS, Amos, a vocal advocate for the charter school movement both in the capital and 

nationwide, drew on his experiences in the corporate world, his work in urban neighborhoods and his mentoring of 

dozens of children in his own home. He has created a model that features high academic standards, an emphasis on 

sound values, a nurturing environment for children and support for families. His model includes a longer school day 

and school year and the Kids House after-school program. 

Martha Amram, a Senior Fellow at the Milken Institute, is CEO of Ennovationz, a firm focused on helping 

homeowners to make their homes green and energy efficient. Ennovationz partners with local government, nonprofits 

and faith groups to help them reach their green goals in the residential sector. Amram is a serial entrepreneur and 

former management consultant. An expert on valuation and strategy in risky environments, she has worked with 

Fortune 500 companies and startups on the value of R&D projects, managing the R&D pipeline, valuation of joint 

ventures and more. She is the author of Real Options and Value Sweep, both published by Harvard Business School Press 

and translated into five languages. She is a graduate of the University of Washington and received a Ph.D. from the 

Massachusetts Institute of Technology. 

G. Chris Andersen is the Founder of G.C. Andersen Partners LLC, a boutique merchant and investment bank 

based in New York. Previously he served as vice chairman of Paine Webber and head of the Investment Banking Group 

at Drexel Burnham Lambert. The vice chair of the Milken Institute’s SAVE Initiative, he is also the lead director of Terex 

Corp., the third-largest construction company in the world. Andersen serves on the International Advisory Council of 

the Guanghua School of Management at Peking University in Beijing and on the Rand Corp.’s Center for Asia Pacific 

Policy Advisory Board. He is the founder of the Cleantech Venture Challenge at his alma mater, the University of 

Colorado. Andersen received an M.B.A. from the Kellogg School of Management at Northwestern University. 

51

panelists 

Margaret Anderson is Executive Director of FasterCures, a nonprofit think tank, catalyst for action and center of the 

Milken Institute that works across sectors to improve the effectiveness and efficiency of the medical research enterprise. 

Anderson defines the organization’s strategic priorities and positions on key issues, develops its programmatic portfolio 

and manages its operations. Before her appointment, she was FasterCures’ chief operating officer for five years. Previously 

Anderson was at the Academy for Educational Development, the Society for Women’s Health Research, the American 

Public Health Association and the Congressional Office of Technology Assessment. She serves on the boards of the 

Alliance for a Stronger FDA and the Council for American Medical Innovation. She received a master’s degree in science, 

technology and public policy from The George Washington University’s Elliott School of International Affairs, and is 

involved in numerous biomedical, public health and science policy coalitions and committees. 

Nancy Andrews is President and CEO of the Low Income Investment Fund, a $600 million community development 

financial institution providing capital and technical assistance to help low-income communities finance and build facilities 

for education, affordable housing, child care and other revitalization programs. She serves on community development and 

environmental committees and boards of the Housing Partnership Network, Center for Housing Policy Advisory Council, Bank 

of America’s National Community Advisory Council, National Housing Law Project and the Center for International Forestry 

Research. Her 30 years in community development include positions as deputy director of the Ford Foundation’s Office of 

Program-Related Investments and chief financial officer of the International Water Management Institute. She consulted for 

the Department of Housing and Urban Development and the Department of Treasury during the Clinton administration. 

Andrews received an M.S. in urban planning with a concentration in real estate finance from Columbia University. 

Avi Arad is Chairman of Arad Productions Inc. Until 2006, when he formed his own company, Arad was chairman 

and CEO of Marvel Studios and CEO of Marvel Entertainment. He was the force behind Marvel’s Hollywood renaissance, 

with a string of No. 1 box office openings. Producing credits for various studios include, among many others, the 

“Spider-Man” and “X-Men” movies, “The Punisher,” three “Blade” movies, “The Fantastic Four,” “Ghost Rider,” “Iron Man” 

and “The Incredible Hulk.” His current film slate includes “Ghost in the Shell,” “Lost Planet” and “Ghost Rider 2.” Arad has 

been producing television animation for over 20 years and has been involved in the development of 200 successful toy 

products: action figures, play sets, dolls, electronic products, educational software and video games. Born in Cyprus 

and raised in Israel, Arad came to the United States during his college years and enrolled at Hofstra University, where he 

received a B.S. in business administration. 

William Aronson is a Professor in the University of California, Los Angeles, Department of Urology and Chief of 

Urology at the Olive View Medical Center. He is also director of urologic oncology at the Wadsworth VA Medical Center. 

He is funded by The National Cancer Institute to research the role of low-fat diets and other nutritional components for 

prostate cancer prevention and treatment. He has published more than 100 articles in peer-reviewed journals, including 

The Journal of Urology, The Journal of Clinical Oncology and the New England Journal of Medicine. Aronson received a 

bachelor’s degree from the University of Wisconsin, Madison, and an M.D. from Washington University in St. Louis. 

Anthony Atala is Director of the Wake Forest Institute for Regenerative Medicine and the W.H. Boyce Professor and 

Chair of the Department of Urology at Wake Forest University. A practicing surgeon and a researcher in regenerative 

medicine, he has applied for or received more than 200 national and international patents. Atala has served on several 

national committees, including the National Institutes of Health Bioengineering Consortium. He is the editor of nine 

books and several journals and has published more than 300 journal articles. Atala is a recipient of the Christopher 

Columbus Foundation Award, bestowed on an American working on a discovery that will significantly affect society, 

and the Gold Cystoscope Award. He was named to Esquire’s list of the “75 Most Influential People of the 21st Century” in 

2008, and Fast Company’s list of the “100 Most Creative People in Business” for 2009. 

52

panelists 

Howard Atkins is Senior Executive Vice President and Chief Financial Officer of Wells Fargo & Co., responsible for 

Wells Fargo’s financial management functions (including controllers, financial reporting, tax management, asset-liability 

management, treasury, corporate development, investor relations, mergers and acquisitions); its investment portfolios 

(including fixed-income, venture capital and private equity investments); and its corporate properties functions. A 37-year 

veteran of the financial services industry, Atkins joined Wells Fargo in 2001. Formerly, he was executive vice president 

and chief financial officer of New York Life Insurance Company, responsible for financial management and information 

technology. Before joining New York Life in 1996, he was chief financial officer at Midlantic Corporation before its merger 

with PNCBank Corp. He also spent 17 years at Chase Manhattan Bank, where he rose to corporate treasurer. Atkins received 

a B.S. degree from City College, New York, and a master’s degree in economics from Ohio State University. 

Martina Aufiero is Vice President of Principal Strategic Investing at Goldman Sachs, where she focuses on 

environment-, commodity- and foreign exchange–related investments. Aufiero serves on the board of directors for 

several of the firm’s portfolio companies, including the Green Exchange. Prior to joining Goldman Sachs, she was the 

director of mergers and acquisitions and strategic planning for Moneyline Telerate. Previously, she was a manager in the 

strategy consulting practice of Andersen Consulting and held several roles with the Atlantic Richfield Company (ARCO), 

where she was responsible for financial reviews of ARCO Chemical’s international operations, structuring divestitures in 

the transportation division and merger integration of properties in the Middle East. A certified public accountant, she 

earned a B.S. in economics from The Wharton School of the University of Pennsylvania and an M.B.A. from the UCLA 

Anderson School of Management. 

Susan Axelrod is Founder and Chair of Citizens United for Research in Epilepsy (CURE). In 1998, Axelrod and two 

other mothers, frustrated with their inability to protect their children from the devastation of uncontrollable seizures 

and the side effects of medications, joined forces to spearhead the search for a cure. Under Axelrod’s leadership, CURE 

has redefined the goals of epilepsy research as “no seizures, no side effects.” CURE funds cutting-edge research grants 

and sponsors landmark conferences, beginning with the 2000 National Institutes of Health (NIH) Conference “Curing 

Epilepsy: Focus on the Future.” CURE’s commitment has earned the group the Child Neurology Foundation’s 2008 

Advocacy Award of Merit. Axelrod serves on NIH’s National Advisory Neurological Disorders and Stroke Council, and as a 

consumer reviewer for the Peer Reviewed Medical Research Program in the Congressionally Directed Medical Research 

Program within the Department of Defense. She holds an M.B.A. from the University of Chicago Business School. 

Duriya Aziz is the General Manager of Marshall Cavendish International for Singapore Education Publishing. In 

this capacity, she oversees publishing development of the Marshall Cavendish Education, Marshall Cavendish Online 

(formerly known as Learning EDvantage) and Panpac Education imprints for Singapore and international markets. She 

has spearheaded the introduction of Singapore curriculum materials, particularly mathematics, science and English, 

in North America, Africa, Latin America, South Asia and Southeast Asia. She is also a published writer, having authored 

several textbooks, workbooks, readers and academic articles. She holds an M.B.A. from the University of Strathclyde in 

Glasgow and an M.A. in English studies from the National University of Singapore. She is currently undertaking doctoral 

research in knowledge structure analysis with the School of Education at Leeds Metropolitan University, U.K. 

Shaukat Aziz is the former Prime Minister of Pakistan. Serving from 2004 to 2007, he became the nation’s first 

prime minister to complete a full term in office. During his tenure, Pakistan saw high economic growth, macroeconomic 

stability and its exit from an ongoing International Monetary Fund program. His government launched broad-based 

structural reforms and promoted deregulation, liberalization and privatization. Before serving as prime minister, he 

spent five years as the nation’s finance minister. Aziz also co-chaired the U.N. Panel for Coherence. Before entering 

government, Aziz held several positions with Citi, including head of Citigroup’s Global Private Bank and executive 

vice president of Citibank. A member of several boards and advisory boards for profit and nonprofit organizations, he 

speaks frequently on economic, political and diplomatic matters. Aziz graduated from Gordon College, Rawalpindi, and 

received his M.B.A. from the Institute of Business Administration in Karachi. 

53

panelists 

Irving Azoff is Executive Chairman of Live Nation Entertainment and Chairman and CEO of the Front Line 

Management Group, the world’s largest music management firm. He is the personal manager of the Eagles, who he has 

managed since 1974, along with Christina Aguilera, Neil Diamond, Van Halen and Steely Dan. Azoff also founded Full 

Moon Records, home to the soundtracks of Azoff-produced motion pictures including “Urban Cowboy” and “Fast Times 

at Ridgemont High.” In the 1990s, he founded the Azoff Entertainment Company, a joint venture with Time Warner (in 

2001, Time Warner acquired his interest in the company). In 1983, Azoff was named chairman and CEO of the MCA 

Music Entertainment Group, which he revitalized into an industry powerhouse, setting sales and earnings records 

while diversifying into concert promotion, amphitheater operations and merchandising. In 2008, Azoff was named the 

Advertising Age “Marketer of the Year” and Pollstar magazine’s “Personal Manager of the Year.” 

Joseph Azrack, the Managing Partner of Real Estate for Apollo Global Management, has 30 years’ experience 

in real estate investment management. Prior to joining Apollo, he was president and CEO of Citi Property Investors 

(CPI), chairing the firm’s Management and Investment committees, and guiding investment policy and strategy. He 

was also a member of the Citigroup Alternative Investments Management Committee and Investment Committee, 

and a member of Citi Infrastructure Investment Committee. Prior to joining CPI, he was CEO and chairman of AEW 

Capital Management LP and founder and president of the AEW Partners Funds; a director of Curzon Global Partners; 

and founder and chairman of IXIS AEW Europe. Azrack is a past adjunct professor at Columbia University’s Graduate 

School of Business, where he is a member of, and for many years chaired, the Real Estate Program Advisory Board. He 

holds a B.S. from Villanova University and an M.B.A. from Columbia University. 

Steve Baffico is a Senior Managing Director at Claymore Securities, a Guggenheim company, and is Head of U.S. 

Retail Distribution for the firm. Within the Private Client Group, he oversees areas including sales, marketing, product, 

key accounts, business analytics, product specialists, strategic initiatives and support teams for intermediary-sold 

investments. Guggenheim–Claymore’s Private Client assets total more than $15 billion across exchange-traded, unit 

trust, and closed-end funds and strategic investments encompassing nearly 100 offerings. Prior to Guggenheim, 

Baffico was an executive with BlackRock for more than 10 years, serving in various senior leadership capacities across 

sales, sales management, investment banking and strategy. He received a bachelor’s degree in history and political 

science from the University of Wisconsin-Madison. 

Deepika Bajaj is Founder and President of Invincibelle, a company empowering women and a diverse, 

multigenerational work force to thrive in a multicultural world. Prior to starting her company, Bajaj spent more than eight 

years in telecommunications consulting and corporate marketing. She has served on the board of various professional 

organizations, including the National Society of Hispanic MBAs and Women in Intel. The author of DiversityTweet: 

Embracing the Growing Diversity in Our World, she is at work on a second book about her experiences as a global citizen 

and what is shaping the new voice of diversity. She speaks and consults on diversity, blogs at www.deepikabajaj.com 

and writes a column on social media for ActiveGarage. Bajaj received a bachelor’s degree from Bangalore University in 

India and an M.B.A. in marketing from Fordham University in New York. 

Shawn Baldwin is Chairman of Capital Management Group, an investment advisory firm. CMG provides advisory/ 

investment banking services to institutions. Since 2002, it has participated in 75 capital markets transactions for more 

than $68 billion. CMG has built a global network via its economic conferences of academics and institutional investors. 

Baldwin was previously chief operating officer of a publicly traded registered investment advisory. He also worked 

for American Express and US Bank. The second African-American member of the Chicago Stock Exchange, Baldwin is 

a member of the CFA Institute for chartered financial analysts. He has been featured in The Economist, BusinessWeek, 

Forbes, Fortune, Investment Dealer’s Digest and Money magazine. He is also a commentator for Bloomberg, CNN, CNBC, 

NBC and CBS. Baldwin received a master’s degree in financial strategy from the University of Oxford and a bachelor’s 

degree from Antioch University. 

54

panelists 

Goolam Ballim is Group Chief Economist at Standard Bank, headquartered in South Africa. Ballim, who was 

appointed to the post in 2004, heads a research team whose particular strength is its analysis of macroeconomic and 

political economy subjects in Africa and leading emerging economies. He joined the firm’s economics research unit in 

1999 and soon headed the financial markets desk. He later relocated to the Corporate and Investment Banking Division 

of the group, where he served as senior treasury economist. 

Howard Banker is the Managing Director of the Finance Group for the Energy Programs Consortium (EPC), a 

nonprofit research and implementation organization working for states with funding from the U.S. Department 

of Energy (DOE), foundations and state governments. The finance group – made up of experienced staff, individual 

and corporate consultants, and financial advisory firms – is currently focused on establishing a conforming energyefficiency 

loan secondary market for a group of specific finance tools, starting with residential unsecured energyefficiency 

loans and supporting DOE loan guarantee constructs. Banker manages the Energy Star mortgage program 

for EPC and has held lending, brokering and secondary licenses in several states. He is also the executive director of the 

Fair Mortgage Collaborative. 

Jim Barry is Chief Executive of NTR Plc, a developer and operator of renewable energy (wind, solar and ethanol) and 

sustainable waste-management businesses in the United States, the U.K. and Ireland. He has led the transformation 

of the company from its origins in 1978 as an Irish toll-road developer through its period as a broad-based Irish utility 

into a leading renewable energy developer. Barry is a director of NTR’s key subsidiaries: Wind Capital Group, a North 

American wind farm developer; Greenstar, an international recycling operator; and Green Plains Renewable Energy, a 

North American ethanol producer. He is chairman of Stirling Energy Systems, a solar thermal technology company, and 

Tessera Solar, an international thermal solar project developer. Prior to joining NTR in 1998, Barry worked with Bain & 

Company, and with Morgan Stanley. He holds a bachelor’s degree from University College, Cork, and an M.B.A. from the 

Harvard Business School. 

James Barth is the Senior Finance Fellow at the Milken Institute and the Lowder Eminent Scholar in Finance at 

Auburn University. His research focuses on financial institutions and capital markets, with an emphasis on regulatory 

issues. He has led an international team advising the People’s Bank of China on banking reform and has recently 

traveled to China, India and Russia to lecture on various financial issues for the State Department. Barth previously 

was chief economist of the Federal Home Loan Bank Board and later of the Office of Thrift Supervision. He has been a 

professor at The George Washington University, associate director of the economics program at the National Science 

Foundation and the Shaw Foundation Professor of Banking and Finance at Nanyang Technological University. Barth 

is the author of multiple books, including The Rise and Fall of the U.S. Mortgage and Credit Markets and Global Banking 

Regulation and Supervision. Barth received a Ph.D. from Ohio State University. 

Andrea Barthwell is Founder and CEO of the global health-care and policy-consulting firm EMGlobal LLC and and 

Director at Two Dreams Outer Banks Health and Wellness Center. She previously served as deputy director for demand 

reduction in the Office of National Drug Control Policy, advising the White House on policies aimed at reducing the 

demand for illicit drugs. During her tenure, the Bush administration encouraged student drug testing and promoted 

the expansion and improvement of drug courts. Barthwell, a past president of the American Society of Addiction 

Medicine, has received the Betty Ford Award and has been named one of the “Best Doctors in America” in addiction 

medicine. Barthwell received a bachelor’s degree from Wesleyan University, where she serves on the Board of Trustees, 

and an M.D. from the University of Michigan Medical School. 

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panelists 

Maria Bartiromo is Anchor of CNBC’s “Closing Bell With Maria Bartiromo,” and Host and Managing Editor of the 

nationally syndicated “Wall Street Journal Report With Maria Bartiromo.” In 1995 she became the first journalist to report 

live from the floor of the New York Stock Exchange on a daily basis, covering breaking news for CNBC’s “Squawk Box.” 

She joined CNBC in 1993, after five years as a producer and assignment editor with CNN Business News. Bartiromo’s 

latest book is The 10 Laws of Enduring Success, and she has written regular columns for BusinessWeek, Individual Investor, 

Ticker and Reader’s Digest. In 2009 Financial Times named Bartiromo one of “50 Who Shaped the Decade.” Among her 

many awards is a news and documentary Emmy in 2008 for her “Bailout Talks Collapse” coverage. Bartiromo received a 

bachelor’s degree in journalism from New York University. 

Eike Batista is Chairman of EBX Investimentos and the EBX group of companies, based in Rio de Janeiro. Born 

in Brazil, Batista spent his childhood in England and later lived in Geneva, Düsseldorf and Brussels. He returned to 

Brazil after university and went into the diamond and gold business, working as an intermediary between producers 

in Amazonia and buyers in Brazil and Europe. He also set up the first mechanized alluvial gold mining in Amazonia 

and became the head of the Canadian-based company TVX Gold. He later diversified his business interests into other 

continents, and then began to concentrate on Brazil’s infrastructure needs. From 2004 to 2008, he set up MMX (mining), 

MPX (energy), OGX (oil) and LLX (logistics), raising a record $7.1 billion from Brazilian and foreign investors. The 

group has projects in other areas, including real estate and entertainment. Batista received a degree in metallurgical 

engineering from Aachen University in Germany. 

John Battelle is the Founder, Chairman and CEO of Federated Media Publishing Inc. He also serves as executive 

producer and program chair of the Web 2 Summit, as well as “band manager” with BoingBoing.net. Previously, Battelle 

occupied the Bloomberg chair in Business Journalism for the Graduate School of Journalism at the University of 

California, Berkeley. He was chairman and CEO of Standard Media International and a co-founding editor of Wired 

magazine and Wired Ventures. In 2005 Battelle authored the international bestseller The Search: How Google and Its 

Rivals Rewrote the Rules of Business and Transformed Our Culture. He has been named a “Global Leader for Tomorrow” 

and a “Young Global Leader” by the World Economic Forum and one of the “Most Important People on the Web” by 

PCWorld. Battelle holds bachelor’s and master’s degrees in journalism from UC Berkeley. 

Michael Battle is the U.S. Ambassador to the African Union. He was previously president of the Interdenominational 

Theological Center in Atlanta, where he emphasized the links between U.S. churches and other nonprofit organizations, 

corporations, foundations and government entities. Battle served as vice president of the American Committee on 

Africa from 1994 to 1998, participated in 1994 as an election observer for the first free election in South Africa and 

served as a board member of the United Negro College Fund. Battle has been vice president at Chicago State University, 

associate vice president at Virginia State University and university chaplain at Hampton University. A chaplain in the U.S. 

Army Reserve for 20 years, he eventually retired with the rank of lieutenant colonel. Battle received a bachelor’s degree 

from Trinity College, a master of divinity degree from Duke University and a doctor of ministry degree from Howard 

University. 

Harry Baumes is Acting Director of the Office of Energy Policy and New Uses within the U.S. Department of 

Agriculture’s Office of the Chief Economist. His activities focus on renewable energy policy and evaluation, particularly 

biofuels and feedstocks. Baumes has worked on the renewable fuel standard (RFS) and coordinated USDA collaboration 

with the Environmental Protection Agency on the proposed and final rule for implementing the RFS provisions of the 

Energy Independence and Security Act of 2007. He was responsible for the overall agenda and for the Agriculture, 

Forestry and Rural Development program for the ministerial level of the Washington International Renewable Energy 

Conference in 2008. Baumes previously served as managing director of agricultural services for Global Insight, where 

his responsibilities included domestic and international agriculture sector forecasting and consulting services. He 

holds a B.S. from Cornell University, and an M.S. and a Ph.D. in agricultural economics from Purdue University. 

56

panelists 

Sandy Beaty is Senior Vice President of Public Affairs at Pfizer Inc. She serves on the worldwide biopharmaceuticals 

business leadership team, supporting Pfizer’s public affairs needs and those of the company’s business units. Prior to 

assuming this role, she served as chief of staff to Pfizer chairman and CEO Jeff Kindler. Before joining Pfizer, she was an 

attorney at Boult, Cummings, Conner and Berry in Nashville. 

Pierre Beaudoin is President and CEO of Bombardier Inc., a global company that stands as the largest supplier of rail 

equipment, systems and services, and the third-largest manufacturer of civil aircraft in the world. He joined Bombardier’s 

Marine Products Division in 1985, was named vice president of product development for Bombardier’s Sea-Doo/Ski- 

Doo Division in 1990 and, later, its executive vice president and president. In 1996 he was appointed president and chief 

operating officer of Bombardier’s Recreational Products Group, with responsibility for six product lines: marine products 

(Sea-Doo watercraft and sport boats), snowmobiles (the Ski-Doo product line), Bombardier ATVs, the Bombardier 

NV, utility vehicles and the Bombardier-Rotax engine facility located in Austria. He later served as president and chief 

operating officer of the Business Aircraft Division at Bombardier Aerospace and as executive vice president of Bombardier 

Inc. Beaudoin studied business administration at Brébeuf College in Montréal and industrial relations at McGill University. 

Richard Beckman is CEO of e5 Global Media LLC, a diversified company with leading assets in the media and 

entertainment arenas, including Adweek, Brandweek, Mediaweek, The Hollywood Reporter, Billboard, Back Stage, 

Film Journal International, CineAsia, Cinema Expo International, ShoWest, ShowEast and the CLIO Awards. Beckman 

previously spent 24 years at Condé Nast Publications, most recently as president and CEO of the Fairchild Fashion Group 

after seven years as president of the Condé Nast Media Group and chief marketing officer of Condé Nast Publications. 

In the latter role, he was responsible for corporate sales and marketing across all print and digital assets. Beckman also 

led the creation of multimedia platforms, including the Emmy Award–winning “Movies Rock,” “Fashion Rocks,” GQ Men 

of the Year and the VH1/Vogue Fashion Awards. He also served as publisher of Vogue, GQ and Condé Nast Traveler. He 

holds a B.S.C. from Britain’s Manchester University. 

Melanie Schnoll Begun is a Managing Director and Head of Morgan Stanley Smith Barney’s Philanthropic 

Services. A philanthropic counselor to families, foundations and family offices for more than 16 years, she works with 

ultra-high-net-worth clients to focus their philanthropy; engage multiple generations in their foundation’s governance, 

programming and evaluation; and design customized domestic and international grant-making portfolios and gift 

agreements, among other services. Prior to joining Smith Barney, Begun was an estate-planning attorney in New York 

City. She is vice president of Morgan Stanley Smith Barney’s nonprofit Global Impact Funding Trust Inc. and serves 

on the boards of the Juvenile Diabetes Research Foundation and the Partnership for Philanthropic Planning. She is 

also on the advisory boards of Girls Inc., the Salvation Army and Grameen America. She has published articles in such 

publications as The New York Times, Trusts & Estates and The Chronicle of Philanthropy. 

Martha Béjar is President of Global Sales and Operations for Wipro Technologies, a leading provider of integrated business, 

technology and process solutions. She has responsibility for leveraging the company’s strengths in innovation, technology, 

process insight and global presence to further business opportunities. Béjar joined Wipro from Microsoft Corp., where she 

was corporate vice president for the communications sector, responsible for sales and marketing strategy for Microsoft’s 

solutions and services aimed at telecommunications, hosting, media and entertainment companies. Before Microsoft, she 

served as Nortel’s president of the Caribbean and Latin America region, and handled the North American sales organization 

for telecommunication clients in the United States and Canada. She also held technical and commercial positions at BellSouth 

Corp. and Bell Communications Research. Béjar holds a B.S. from the University of Miami and an M.B.A. from Nova Southeastern 

University. She also is a graduate of the Advanced Management Program at Harvard University Business School. 

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panelists 

Steve Bell is Executive Vice President of Global Human Resources for Diamond Resorts International, responsible 

for Diamond’s human resources activity and operations worldwide. He also leads the company’s community relations 

activities and its diversity and corporate philanthropy initiatives. Bell previously held positions as executive vice 

president of human resources and administration for Caesars Entertainment. 

Bradley Belt is Chairman of Palisades Capital Advisors LLC, a boutique restructuring advisory and investment 

firm that focuses on pensions, insurance and financial services. Before founding Palisades, he was executive director 

of the Pension Benefit Guaranty Corp., a federally chartered corporation that insures the pension benefits of those 

in defined benefit plans sponsored by private employers. Belt was responsible for the PBGC’s operations, including 

the administration of the country’s second-largest insurance program, covering 44 million Americans in nearly 

30,000 defined benefit plans. Belt has extensive experience in executive management, operations, finance and policy 

development in the private, public and nonprofit sectors. He has held senior staff positions in the Securities and 

Exchange Commission and the U.S. Senate, and has served on the boards of companies and nonprofit organizations. 

Belt received a J.D. from Georgetown University and a bachelor’s degree from the University of Nebraska. 

Marc Benioff is the Chairman and CEO of salesforce.com, which he co-founded in 1999. Under Benioff’s direction, 

salesforce.com has grown from a groundbreaking idea into a publicly traded company that is the leader in enterprise 

cloud computing. Salesforce.com has received a Wall Street Journal Technology Innovation Award, been named one 

of BusinessWeek’s “Top 100 Most Innovative Companies,” named No. 7 on “The Wired 40” and selected for the past two 

years as a “Top 10 Disrupter” by Forbes. Benioff is the recipient of many awards for pioneering innovation, including 

the 2007 Ernst & Young Entrepreneur of the Year award. In 2000, Benioff launched the Salesforce.com Foundation – 

now a multimillion-dollar global organization. Benioff is the author of Compassionate Capitalism (2004); The Business of 

Changing the World (2006); and Behind the Cloud (2009). Benioff, a 30-year veteran of the software industry, holds a B.S. 

degree from the University of Southern California. 

Cathy Benko is Vice Chairman and Chief Talent Officer of Deloitte LLP and Author of the upcoming book The Corporate 

Lattice: Achieving High Performance in the Changing World of Work. At Deloitte, Benko is responsible for attracting, developing 

and advancing a highly skilled and diverse work force. An authority on talent strategies and transformational change, she 

previously led Deloitte Consulting LLP’s high-technology industry practice as well as the organization’s award-winning 

Women’s Initiative. She has been named among the “25 Most Influential Consultants” and a “Frontline Leader” by Consulting 

Magazine, and received its inaugural “Leadership Achievement Award.” Benko is co-author of the best-seller Mass Career 

Customization: Aligning the Workplace With Today’s Nontraditional Workforce (Harvard Press, 2007) and Connecting the Dots: 

Aligning Projects with Objectives in Unpredictable Times (Harvard Press, 2003). Her byline and insights have appeared in The 

New York Times, BusinessWeek, The Wall Street Journal, Time, and other national media outlets. 

Andrew Benton is President of Pepperdine University. He has served in higher education for more than 35 years. 

He assumed his current position in 2000 after 16 years of service at Pepperdine, including nine years as the university’s 

executive vice president and chief operational officer. Benton is active in many legal, educational, athletic and 

community organizations, including the American Bar Association, the National Association of Independent Colleges 

and Universities, and the Association of Independent California Colleges and Universities. He is also a member of the 

American Council on Education and served as chairman of the board from 2008 to 2009. Benton holds a law degree. 

58

panelists 

Shari Berenbach is President and CEO of the Calvert Social Investment Foundation. Before joining Calvert as its 

executive director in 1997, she held positions at the International Finance Corp., Citibank, Salomon Brothers, Radio Movil 

Digital, Partnership for Productivity International and National Cooperative Bank. The author of numerous articles related to 

international microfinance and community investment, Berenbach serves on the board of the Neighborhood Funders Group 

and Community Wealth Ventures. She is also a member of the Community Development Advisory Committee of the Federal 

Reserve Bank of Richmond, the Finance Committee of the Needmor Fund and the boards of the Washington Regional 

Association of Grantmakers, the Coalition of Community Development Finance Institutions, Community Wealth Ventures and 

MMA Community Development Investments. She received a bachelor’s degree from the University of California, Berkeley; an 

M.B.A. from Columbia Business School; and a master’s degree from the University of California, Los Angeles. 

Anthony Berkley is a deputy director at the W.K. Kellogg Foundation, which supports families and communities as 

they strive to propel vulnerable children to achieve success as individuals and as contributors to the larger community. 

Berkley is responsible for the Education and Learning, and Mississippi teams. He provides overall coordination of 

their efforts; is responsible for grant-making administration; and assists the vice president in providing day-to-day 

management and oversight. Berkley is an anthropologist with 15 years’ domestic and international experience in 

program design, strategic planning and education research. He previously was a program director in the foundation’s 

youth and education division. He has also held faculty positions at the University of Chicago and the University of 

Michigan, and is the author of numerous publications in the fields of knowledge management, education and 

anthropology. Berkley holds a bachelor’s degree, and an M.A. and Ph.D. in anthropology, from the University of Chicago. 

Howard Berman has represented California’s 26th District in the U.S. House of Representatives since 1982. After his 

appointment as chairman of the Foreign Affairs Committee in 2008, Berman negotiated a five-year, $50 billion reauthorization of 

U.S. global HIV/AIDS programs, authored legislation that removed Nelson Mandela and other members of the African National 

Congress from the U.S. terrorism list and passed a bill to strengthen U.S. assistance to Israel. Berman is vice chair of the Judiciary 

Committee, shaping the copyright, trademark and patent laws that are of vital importance to the entertainment, biotechnology, 

broadcasting, pharmaceutical, telecommunication, consumer electronics and information technology industries. As a member 

of the Subcommittee on Immigration, Citizenship, Refugees, Border Security and International Law, he works on trade legislation, 

combating international copyright piracy and immigration reform. Berman previously practiced labor relations law and served 

in the California Assembly. He received a B.A. and LL.B. from the University of California, Los Angeles. 

Lewis Bernstein is Executive Vice President of Education, Research and Outreach for the Sesame Street Workshop, 

establishing the educational agenda for all Sesame Workshop productions and creative projects. Previously Bernstein 

served as executive producer of the nonprofit organization’s educational television series, “Sesame Street.” His work 

won him and the Workshop three Emmy awards. Bernstein has also served as vice president of global production, 

executive producer for “Sesame English” (a television program that teaches conversational English in foreign countries), 

and executive producer of the Israeli/Palestinian version of “Sesame Street.” Bernstein has a doctorate from Columbia 

University in communications research, a master’s degree from Hebrew University in communications, and a bachelor’s 

degree from Queens College in psychology. 

Timothy Berry is a Partner at Private Advisors LLC. He is co-head of Hedge Fund Investments, which manages more 

than $2.5 billion in a variety of fundamental research-oriented hedge fund strategies. Private Advisors was founded in 

1997 by Lou Moelchert, who managed the University of Richmond endowment for 30 years and was an early investor 

in alternatives. Today, Private Advisors serves a primarily institutional investor base. Berry has been in the hedge fund 

business since 1998 and joined Private Advisors over eight years ago. Prior to joining Private Advisors, he was an 

associate with Chesapeake Capital Corp., a billion-dollar hedge fund. At Chesapeake, he was engaged in modeling 

and structuring multi-manager alternative investment products for institutional partners; custom quantitative analysis 

on behalf of investors; and performing due diligence on principals’ alternative asset investments. Berry received a B.A. 

from the University of Virginia and a master’s degree from Duke University. 

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panelists 

Jim Berson is Mining Executive and President of Colowyo Coal Company, Rio Tinto. Berson has been involved in 

mining his entire career, and the past 19 years have been spent with Rio Tinto. He has held a variety of senior management 

positions focused on growth through mergers and acquisitions in domestic and international coal opportunities. Berson 

holds a B.S. in earth science (geology) and an M.S. in mineral economics from the University of Arizona. 

Alaya Bettaieb leads the Arab Academic Technology Transfer Project at the Arab Science & Technology Foundation. 

He is also the founder and former chairman of the Tunisian Venture Capital Association, board member and founder of 

Euromed Capital Forum, and a board member of the Licensing Executives Society-Arab Countries. Bettaieb is a pioneer 

in the Middle Eastern venture capital community, introducing intellectual property and technology transfer issues and 

developing a recognized model to ease investing in emerging economies. He has 10 years of experience in foreign 

investment activities and a 12-year track record in venture/seed fund management in Tunisia. Bettaieb is a frequent 

speaker at international venture capital conferences, serves on the jury for many technology business plan competitions, 

conducts training in his field, and sits on the advisory boards of financial institutions in Europe, Saudi Arabia and Japan. 

He has degrees in physics, engineering, economics and management from Tunisian, U.S. and Japanese universities. 

Austin Beutner is First Deputy Mayor and Chief Executive for Economic and Business Policy for the City of Los 

Angeles. He is the retired president and co-CEO of Evercore Partners, which he co-founded in 1996. Beutner serves as 

chairman of the board for the California Institute of the Arts, The Broad Stage in Santa Monica, Calif., and the California 

Governor’s Council on Physical Fitness and Sports, and as co-chairman of the CalArts Community Arts Partnership. He 

is also founder and chairman of the Mammoth Mountain Community Foundation. A board member of the Carlthorp 

School in Santa Monica, Beutner is a member of the Council on Foreign Relations. 

Sabeer Bhatia is Co-Founder and Chairman of Sabse Technologies, a provider of Web conferencing software. A 

pioneer in the field of Web-based e-mail, Bhatia co-founded Hotmail Corp. in 1996. As president and CEO, he guided 

Hotmail’s rapid rise to industry leadership and its eventual acquisition by Microsoft in 1998. Today, Hotmail remains the 

world’s largest e-mail provider, with more than 220 million registered users. Bhatia’s most recent visionary project is the 

conception and creation of “NanoCity” in India, a city that is being designed to bring together software development, 

nanotechnology, biotechnology, energy and pharmaceutical research in one sustainable location in Haryana State. 

Bhatia’s contributions to the Internet revolution have earned him widespread acclaim. He is the recipient of many 

awards and accolades, including being named a “Global Leader of Tomorrow” by the World Economic Forum. Bhatia 

received a B.S. degree from the California Institute of Technology and an M.S. degree from Stanford University. 

Matthew Bishop is the U.S. Business Editor and New York Bureau Chief of The Economist. His newest book is The 

Road From Ruin: How to Renew Capitalism and Put America Back on Top, written with Michael Green. The two previously 

collaborated on Philanthrocapitalism, which described the global revolution under way in philanthropy. Bishop is also 

the author of Essential Economics, the official Economist layperson’s guide to economics. Before joining the magazine, 

Bishop was on the faculty of London Business School, where he co-authored three books for Oxford University Press 

on subjects ranging from privatization and regulation to corporate mergers. He has served as a member of the 

Sykes Commission on the investment system in the 21st century and on the Advisors Group of the United Nations 

International Year of Microcredit 2005. Educated at Oxford University, Bishop has been honored as a “Young Global 

Leader” by the World Economic Forum. 

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panelists 

Hal Bjornson is Head of the Investment Services Group at J.P. Morgan, which he joined in 2008. He also helps 

determine strategy within the J.P. Morgan Asset Management organization from a defined-contribution perspective. 

Bjornson has more than 25 years of investment management industry experience; he joined J.P. Morgan from Sun Life 

Retirement Services (formerly a division of MFS), where he served as director of Investment Management Services. 

At Sun Life/MFS, he implemented and developed a team of advisors who met with clients to advise and report on 

the various investment vehicles within their retirement plans. Before joining MFS in 1998, Bjornson held positions 

with Back Bay Advisors, Copley Products Group (New England Securities) and Fidelity. He holds a bachelor’s degree in 

English from the University of Massachusetts and a master’s degree in business administration from Boston University’s 

School of Management. 

Debra Black is Co-Founder and Chair of the Melanoma Research Alliance. A melanoma survivor, she learned 

first-hand that new insights about cancer have not translated into significant clinical benefits for most patients with 

advanced melanoma. In 2007, Black and her husband, Leon, decided to accelerate progress toward a cure and founded 

the Melanoma Research Alliance, a center of the Milken Institute. A Tony Award–winning Broadway producer, Black 

serves on the boards of Lincoln Center Theater, the New York State Council on the Arts and Rockefeller University. Her 

productions include “The History Boys” and “August: Osage County,” “Butley,” “The Vertical Hour,” “The Year of Magical 

Thinking,” “Deuce,” “Inherit the Wind,” “Frost/Nixon,” “Coram Boy,” “Gypsy,” “Thurgood,” “The Country Girl,” “Mary Stuart,” 

“Superior Donuts” and “A Behanding in Spokane.” Black received a bachelor’s degree from Barnard College. 

Leon Black is Chairman and CEO of Apollo Global Management LLC and a Managing Partner of Apollo Management 

LP, which he founded in 1990 to manage investment capital on behalf of a group of institutional investors, focusing 

on corporate restructuring, leveraged buyouts and taking minority positions in growth-oriented companies. Black 

previously worked at Drexel Burnham Lambert as managing director, head of the Mergers & Acquisitions Group and cohead 

of the Corporate Finance Department. He is a trustee of Dartmouth College, The Museum of Modern Art, Mount 

Sinai Hospital, The Metropolitan Museum of Art, Prep for Prep and the Asia Society. He is also a member of the Council 

on Foreign Relations, the Partnership for New York City, the National Advisory Board of JPMorgan Chase and the board 

of FasterCures. Black received a bachelor’s degree from Dartmouth College and an M.B.A. from Harvard Business School. 

Jeremy Blank is Senior Managing Director at York Capital Management, a private investment fund with approximately 

$13 billion in assets under management. York was founded in 1991 by James Dinan and has offices in New York, London, 

Hong Kong and Tel Aviv. York is the majority owner of the Psagot Investment House, Israel’s largest asset management 

company, with approximately $35 billion of assets under management. With more than 2 million clients, Psagot is Israel’s 

largest mutual fund, retirement provident fund and private portfolio manager, as well as a market leader in exchangetraded 

funds and a member of the Tel Aviv Stock Exchange. Prior to joining York, Blank worked at Morgan Stanley as a 

vice president within the firm’s Fixed Income Department and, earlier, in Morgan Stanley’s Mergers and Acquisitions 

Department. He graduated from Yeshiva University in New York City with B.A. in finance. 

David Blitzstein is Special Assistant for Multiemployer Funds in the Collective Bargaining Department of the 

United Food & Commercial Workers International Union (UFCW). In this role, he serves as a trustee on five Taft-Hartley 

pension funds and two health funds representing a quarter of a million plan participants. In addition, Blitzstein advises 

the UFCW International leadership on employee benefit policy issues. From 1990 to 2006, he served as director of the 

Negotiated Benefits Department of the UFCW. A member of the Employee Benefits Research Institute and the National 

Academy of Social Insurance, he is a director of the Pension Research Council of the Wharton School at the University of 

Pennsylvania. In 2008, Blitzstein was appointed to the Board of Trustees for the Maryland State Retirement and Pension 

Systems. A graduate of the University of Pennsylvania, he holds a master’s degree in labor studies from the University of 

Massachusetts Amherst. 

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panelists 

Jonathan Bloom is Deputy Vice President of Compact Implementation for Africa at the Millennium Challenge 

Corporation (MCC), a foreign aid agency created in 2004 to reduce global poverty through sustainable economic growth. 

Previously, Bloom was MCC’s managing director for Africa; and managing director for agriculture, finance and private-sector 

development for the Department of Operations. From 2004 to 2005, he served as MCC’s vice president of administration 

and finance. Prior to MCC, Bloom worked as a consultant to international development banks and corporations ranging 

from Fortune 50 multinationals to private family businesses. He also taught at the New School University’s Graduate 

Program in International Affairs. Bloom was previously the director of strategic initiatives for International Paper Company 

(IP), which he joined after growing a family paper business to revenues of $100 million and selling it to IP. He received an 

A.B. from Princeton University’s Woodrow Wilson School and an M.B.A. from Harvard Business School. 

Ron Bloom is a Senior Advisor in the U.S. Treasury Department and White House Senior Counselor for Manufacturing 

Policy. Working closely with the National Economic Council, Bloom provides leadership on policy development 

and strategic planning for the president’s agenda to revitalize the manufacturing sector. He is also assigned to the 

President’s Task Force on the Automotive Industry and helped lead the restructuring of General Motors and Chrysler. 

Before joining the Treasury Department, he was a special assistant to the president of the United Steelworkers, one of 

the founding partners of the investment banking firm of Keilin and Bloom, a vice president at the investment banking 

firm of Lazard Freres & Co., and a research and negotiating specialist for the Service Employees International Union 

(SEIU). Bloom received a bachelor’s degree from Wesleyan University and an M.B.A. from Harvard University. 

Neil Bluhm is Managing Principal at Walton Street Capital LLC and a Founder and President of JMB Realty Corp. 

Walton Street Capital invests in real estate in partnerships with institutional investors and sophisticated individuals. JMB 

Realty Corp., along with its associated entities, is engaged in real estate investment and development, and owns luxury 

hotels, office buildings and mixed-use projects, as well as Kaanapali Land LLC, which owns and develops land in Hawaii. 

Bluhm also develops and operates casinos in Niagara Falls, Canada; Pittsburgh and Philadelphia, Penn.; Vicksburg, Miss.; 

and Des Plaines, Ill. He is also an investor in hedge funds and distressed securities. Bluhm is a trustee at Northwestern 

University, serves on a number of boards and is president of the board of trustees of the Whitney Museum of American 

Art. He holds a B.S. from the University of Illinois and a law degree from Northwestern University Law School. 

Todd Boehly is the Managing Partner in the Office of the CEO at Guggenheim. He is responsible for Guggenheim’s 

global investment management activities and its principal and proprietary investment businesses. Boehly joined 

Guggenheim in 2001 to build the firm’s credit investing activities. Since then, he has increased the corporate credit 

assets under management from approximately $3 billion to more than $15 billion today. In addition, he spearheaded 

the firm’s initiative into the direct lending arena, where Guggenheim has originated more than $7 billion of proprietary 

and principal investments for the firm and its clients. Before joining Guggenheim, Boehly was with J.H. Whitney & 

Co., where he developed Whitney’s leveraged loan and special situation investing activities. He previously worked in 

the Leveraged Finance Group at Credit Suisse First Boston. Boehly received a bachelor’s degree from the College of 

William & Mary. 

John Bohn is a Commissioner of the California Public Utilities Commission (CPUC), which focuses on climate change, 

energy and water issues, as well as clean technology solutions. He is also a director of the National Endowment for 

Democracy; on the Advisory Board of the Yale Institute for Corporate Governance and Performance; and a principal 

in GlobalNet Partners, an advisory and consulting firm. Bohn was a co-founder and executive chairman of CheMatch. 

com (now Chemconnect), an Internet-based trading exchange for petrochemicals. From 1989 to 1996, Bohn was 

president and CEO of Moody’s Investors Service. A former special assistant to the U.S. Treasury Secretary, he was 

later U.S. ambassador and executive director of the Asian Development Bank. Bohn spent 13 years with Wells Fargo, 

including a four-year stint in Tokyo. A graduate of Stanford University, he attended the London School of Economics 

as a Fulbright scholar, and received a J.D. from Harvard Law School. 

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panelists 

David Bonderman is a Founding Partner of TPG, which makes significant investments in operating companies 

through acquisitions and restructurings across a broad range of industries in the United States, Europe and Asia. TPG 

and its affiliates have more than $45 billion in equity capital under management. Portfolio companies controlled by 

TPG have combined revenues of $85 billion and operate in more than 130 countries. Prior to forming TPG in 1992, 

Bonderman was chief operating officer of the Robert M. Bass Group Inc. in Fort Worth; he was also a partner in the law 

firm Arnold & Porter in Washington, D.C. Bonderman serves on the boards of The Wilderness Society, the Grand Canyon 

Trust, The University of Washington Foundation and the American Himalayan Foundation. He received a bachelor’s 

degree from the University of Washington and a J.D. from Harvard Law School, where he was a member of the Harvard 

Law Review. 

Dale Bonner is Secretary of the California Business, Transportation and Housing Agency (BT&H), a position to which 

he was appointed by the governor in 2007. He oversees more than 44,500 employees and budget of $12 billion. The 

agency’s portfolio addresses transportation issues, public safety, affordable housing, international trade, financial 

services, tourism and managed health care. As the lead state agency for economic development, BT&H strives to 

enhance California’s role in the global economy. Bonner most recently served as a partner in the law firm Epstein Becker 

& Green from 2002 to 2007. From 1999 to 2002, he was counsel to the law firm Hogan & Hartson. He served as deputy 

secretary and general counsel for BT&H from 1996 to 1998. Bonner received a bachelor’s degree from the University of 

Southern California and a J.D. from Georgetown University Law Center. 

Alan Boyce is President of Adecoagro, a food and renewable energy–producing company that owns and operates 

highly productive land throughout Argentina, Brazil and Uruguay. He is also CEO of Absalon, a joint venture between 

George Soros and the Danish financial system that is assisting in the organization of a standardized mortgage-backed 

securities market in Mexico, and a consultant for Soros Fund Management, where he works to implement the Danish 

mortgage system in the United States. Boyce was formerly the director of special situations at Soros Fund Management, 

managing director in charge of fixed-income arbitrage with Bankers Trust and senior managing director for investment 

strategy at Countrywide Financial. He previously worked for the Federal Reserve Board in Washington, D.C. He received 

a bachelor’s degree from Pomona College and an M.B.A from Stanford University. 

Kevin Boyce is the State Treasurer of Ohio, where he is responsible for ensuring that tax dollars are strategically 

invested and protected. He serves as chair of the Ohio Complete Count Committee, raising awareness of the 2010 

census so that Ohio will receive appropriate funding from the federal government. In addition, he is chairman of the 

National Association of State Treasurers’ Financial Literacy Committee. Before taking office in 2009, he served eight 

years on the Columbus City Council. Previously, he was executive director of KnowledgeWorks Ohio, a nonprofit whose 

mission is improving Ohio’s schools through public development and advocacy. Boyce was named one of Ebony 

magazine’s “30 Leaders Under 30” and received the 2009 Myrl H. Shoemaker Award for integrity and dedication in 

public service from the Ohio Democratic Party. He received a bachelor’s degree from the University of Toledo and an 

M.P.A. in public administration from Central Michigan University. 

Thomas Boysen is Chief Learning Officer for GlobalScholar. He began teaching in a remote boarding school in 

Kenya and later served as a school superintendent for 20 years in Washington State, New York and California, eventually 

becoming San Diego County’s superintendent of schools. As the first Kentucky commissioner of education, Boysen led 

the implementation of the landmark Kentucky Education Reform Act. Since leaving Kentucky, he has served as senior 

vice president of the Milken Family Foundation, chief operating officer of the Los Angeles Unified School District and 

senior vice president of K12 Inc, a learning systems company. Boysen has served on numerous national boards and 

commissions and speaks and writes on school reform matters. He received a bachelor’s degree from Stanford University 

and a Ph.D. from the Harvard Graduate School of Education. 

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panelists 

Harold Bradley is Chief Investment Officer for the Ewing Marion Kauffman Foundation, leading a team that 

oversees a $1.8 billion globally diversified, multi-asset class portfolio. Bradley arrived at the foundation after 19 years 

with American Century Investments, a Kansas City-based mutual fund company. He served there in a number of senior 

investment capacities, including CIO of U.S. small and mid-cap growth equities, president of American Century Ventures 

and head of global trading. He began his career as the marketing officer for the Kansas City Board of Trade, where he 

helped launch the world’s first stock index futures contract. A current member of the NYSE Pension Managers Advisory 

Committee, he has also served as a member of the Investment Company Institute Task Force on Market Structure and 

the Federal Advisory Committee on Market Data. Bradley graduated from Marquette University, and has completed the 

Kennedy School program on Investment Decisions and Behavioral Finance at Harvard University. 

Daniel Braun is Managing Director and Head of Carbon Trading at Knight Capital Group, Inc., responsible for 

developing Knight’s capabilities to serve participants in the global carbon markets. Prior to joining Knight, Braun was 

an advisor on carbon credit development and trading issues. Previously, he was a portfolio manager and director of 

global environmental finance at Stark Investments; a senior energy trader at Florida Power & Light; and an associate on 

the electricity trading desk at Morgan Stanley. During a period at Mirant, he served as an asset manager and natural 

gas storage trader as well as a senior structuring analyst. Earlier, he was a senior equity derivatives trader at The Hull 

Group. Braun received a bachelor’s degree from the University of Wisconsin, Madison; a master’s degree in applied 

mathematics and statistics from DePaul University; and an M.B.A. from the University of Chicago. 

Mark Bremer is Chief Operating Officer of Stax Inc. and head of the firm’s Chicago office. For 19 years, he has been 

advising executives and their management teams, and frequently lends his industry knowledge to Stax’s private equity 

clients. Bremer heads Stax’s financial services and health-care practices. His expertise includes industrials, transportation 

and logistics, and consumer/retail. Within financial services, he has particular expertise in the non-banked and underbanked 

market, a large and growing segment covering a range of economic and ethnic customers. Since 2000 he has 

worked with health-care companies, helping major payors and providers gain insights into industry dynamics, longterm 

patient trends, doctor choices and consumer choices to maximize the performance of their businesses and avoid 

investments in declining markets. Before joining Stax in 1995, Bremer was a consultant with CDI. He holds a B.S.E. from 

Princeton University an M.S. in marine engineering and an M.B.A. from the University of Michigan. 

David Brennan is CEO of AstraZeneca, based at its global headquarters in London. Before becoming CEO in 2006, 

Brennan was president and CEO of AstraZeneca LP, the company’s North American subsidiary. He was appointed 

director of the executive board of AstraZeneca in 2005. Brennan joined AstraMerck in 1992, helping to build the joint 

venture into a multi-billion-dollar business in the U.S. before a merger in 1999 formed AstraZeneca. Previously, Brennan 

worked in sales and marketing management in Merck’s U.S. and international divisions. He also serves as chairman 

of the board of the Pharmaceutical Research and Manufacturers of America; a member of the executive board of the 

European Federation of Pharmaceutical Industries and Associations; and a member of the European Roundtable of 

Industrialists, among other organizations. He has a degree in business administration from Gettysburg College. 

Eli Broad is the Founder of The Broad Foundations. In the course of his more than 50-year career, he built two 

Fortune 500 companies – KB Home and SunAmerica Inc. – from the ground up. Today he is focused on philanthropy 

aimed at advancing entrepreneurship for the public good in education, science and the arts. The Eli and Edythe 

Broad Foundation works to improve urban K-12 public education through better governance, management, labor 

relations and competition. It is also dedicated to advancing innovative scientific and biomedical research. The Broad 

Art Foundation holds contemporary artworks that have been loaned more than 7,100 times to some 475 museums 

and galleries. A fellow of the American Academy of Arts and Sciences, Broad is a recipient of the Carnegie Medal of 

Philanthropy and the David Rockefeller Award from the Museum of Modern Art. 

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panelists 

Carole Brookins is a Managing Director of Public Capital Advisors LLC, a firm that helps national and subsovereign 

governments and regional authorities access a wide range of capital resources. She is a director on corporate 

and nonprofit boards, including Climate Exchange Plc and the Chicago Climate Exchange, and is chairman of the North 

American Advisory Board of NTR Plc, an international developer and operator of renewable energy. Brookins serves 

on the North America Agribusiness Advisory Board of Rabobank and the board of trustees of GVEP (Global Village 

Energy Partnership). She consults on commodity markets, agriculture, international trade, global development and 

public policy. From 2001 to 2005, Brookins served as the U.S executive director to The World Bank in Washington, D.C. 

Her commodities background began at the Chicago Board of Trade and as a vice president of E. F. Hutton in New York. 

She was also founder and CEO of the consulting firm World Perspectives Inc. 

Aaron Brown is risk manager at AQR Capital Management and author of The Poker Face of Wall Street, selected 

as one of the 10 best books of 2006 by Business Week, and A World of Chance, with Reuven and Gabrielle Brenner. 

During his 28 years on Wall Street, Brown has been a portfolio manager, trader, head of mortgage securities and risk 

manager for institutions including Morgan Stanley, Citigroup and Prudential Insurance. He also worked as a finance 

professor. Brown is a regular columnist for Wilmott Magazine and Quantum and writes frequently for other professional 

publications. The readers of Wilmott named him “Financial Educator of the Year,” and his website won Forbes magazine’s 

“Best of the Web for Theory and Practice of Investing.” He serves on the editorial board of the Global Association of Risk 

Professionals and the National Book Critics Circle. 

Campbell Brown anchors the daily prime-time news program “Campbell Brown” on CNN, interviewing newsmakers 

and moderating lively discussions among people representing all points of view. Before joining CNN, Brown spent 11 

years at NBC News as co-anchor of “Weekend Today,” substitute anchor for Brian Williams and correspondent for “NBC 

Nightly News With Brian Williams” and the weekday “Today” show. She provided award-winning reporting on Hurricane 

Katrina and covered the last two presidential elections, the death of Pope John Paul II, the Iraqi elections, abuses at Abu 

Ghraib prison and the trial of Saddam Hussein. Brown was White House correspondent for NBC News during President 

Bush’s first term and covered his first presidential campaign. Before joining NBC in 1998, she worked for the NBC News 

Channel and stations in Washington, D.C.; Baltimore; Richmond, Va.; and Topeka, Kan. Brown received a B.A. from Regis 

College in Denver. 

Kathleen Brown is Head of Public Finance for the West Region of Goldman Sachs, which she joined in 2001. She 

has extensive experience in municipal finance and government, having served as the state treasurer of California, the 

Democratic nominee for governor of California, co-chair of the Presidential Commission on Capital Budgeting and a 

board member of the Los Angeles Unified School District. She has also served as an attorney in the Capital Markets 

Group with the law firm O’Melveny & Myers, then in the Investment Management Group at Bank of America, where 

she was president of the Private Bank. A founding member of The California Women’s Foundation, Brown serves on the 

Board of the Los Angeles Chamber of Commerce and The California Foundation for the Economy and the Environment. 

She received a bachelor’s degree from Stanford University and a J.D. from Fordham University School of Law. 

Willie Brown is a former two-term Mayor of San Francisco and the longest-serving Speaker of the California State 

Assembly. Widely regarded as the most influential African-American politician of the late 20th century, Brown has been 

at the center of California politics, government and civic life for four decades. As mayor of San Francisco, he refurbished 

and rebuilt the nation’s busiest transit system, pioneered the use of bond measures to build affordable housing, created 

a model juvenile justice system and paved the way for a second campus of the University of California, San Francisco. 

Previously, he served on the board of trustees of the California State University system and as a regent of the University 

of California. Today he heads the Willie L. Brown Jr. Institute on Politics and Public Service in San Francisco. He holds a 

B.A. from San Francisco State University and a J.D. from Hastings College of Law, University of California. 

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panelists 

Donald Brownstein is CEO and Chief Investment Officer of Structured Portfolio Management LLC. Before 

creating SPM in 1997, he founded and managed CDC Servicing Inc., a specialized investment subsidiary of the Caisse 

des Depots et Consignations. From 1988 to 1993, Brownstein worked in portfolio management at Franklin Savings 

Association in Ottawa, Kan. He was previously a professor in the philosophy departments of the University of Kansas 

and the University of Texas, as well as a fellow at the Center for the Study of Language and Information at Stanford 

University. Brownstein received a bachelor’s degree from Queens College in New York City and a Ph.D. in philosophy 

from the University of Minnesota. 

Mark Buckland is President and Co-Founder of City Ventures, which focuses on urban housing opportunities in 

California. Before forming City Ventures, Buckland was co-founder, president and chief operating officer of the Olson 

Company, started in 1988 to build for-sale urban housing. Under his leadership, the company worked with more than 

80 California cities and redevelopment agencies to build communities with more than 10,000 homes. Previously, 

Buckland held a variety of real estate-related positions, including development manager for the Bixby Ranch Company 

and project manager at the University of California, Irvine. Named “America’s Builder of the Year” by Professional Builder 

magazine in 2000, Buckland is a member of the Young Presidents Organization. He received bachelor’s degrees in civil 

and environmental engineering from UC Irvine and a master’s degree in construction management from Stanford 

University. He recently completed the Owner/President Management program at Harvard Business School. 

Robert Bucklin is Chief Corporate Banking Officer and Executive Vice President for Rabobank International’s U.S. 

and Canada operations, including the mergers and acquisitions, leveraged finance, trade and commodity finance, 

food and agribusiness research, and renewable energy and infrastructure finance groups. Bucklin joined Rabobank 

in 1993 as senior vice president and manager of the Dallas office. He moved to New York in 1994 to assume his 

position as chief corporate banking officer. He has more than 30 years’ banking experience and began his banking 

career in 1974 with First Chicago. Bucklin holds a bachelor’s degree from the University of Illinois and an M.B.A. from 

the Harvard Business School. 

Alan Buerger is Co-Founder and CEO of Coventry, the leader and creator of the secondary market for life insurance. 

Under Buerger’s leadership, Coventry has transformed the life insurance industry by giving consumers the opportunity 

to sell their unwanted policies in a free-market environment. Coventry’s efforts have enabled policy owners to receive 

more than $3 billion. Buerger, who entered the life insurance industry in 1972 after attending Columbia University, has 

worked to introduce major industry innovations that expand the flexibility of life insurance. He has been a featured 

speaker at New York University’s Institute on Federal Taxation, the Conference of Consulting Actuaries, the Association 

for Advanced Life Underwriting, the Society of Actuaries, the Federalist Society, the Manhattan Institute and national 

and international industry conferences, on a range of subjects including emerging trends in life insurance, the 

conversion of insurance and capital markets, and balancing regulation and opportunity in growing industries. 

Neri Bukspan is a Managing Director with Standard & Poor’s Credit Market Services, as well as the firm’s Global 

Chief Quality Officer and Chief Accountant. He is responsible for overseeing the development of operating standards, 

metrics and key reporting requirements for managing ratings quality assurance processes. Bukspan also directs the 

financial reporting specialists supporting Standard & Poor’s credit analysts in the industry groups. A member of the 

American Institute of Certified Public Accountants, he is a member and a former chair of the Financial Accounting 

Standards Board’s Investors Technical Advisory Committee and serves on the group’s Financial Accounting Standards 

Advisory Council. Bukspan received a bachelor’s degree from Tel Aviv University, an M.B.A. from the Anderson School 

of Business at the University of California, Los Angeles, and a master’s degree in taxation from the Marshall School of 

Business at the University of Southern California. 

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panelists 

Brook Byers is a Partner at Kleiner Perkins Caufield & Byers, a venture capital firm in the medical, health-care and 

biotechnology sectors. A VC investor since 1972, Byers has been closely involved with more than 50 new technologybased 

ventures, over half of which have gone public. He formed the profession’s first life sciences practice group in 

1984, and KPCB has helped build more than 110 life sciences companies. Byers sits on the boards of ten companies 

as well as Stanford’s Bio-X Advisory Council, among other organizations. In 2007 he was awarded the UCSF Medal, the 

University of California, San Francisco’s equivalent of an honorary degree. A fellow of the American Academy of Arts 

and Sciences, he received the Lifetime Achievement Award from the National Venture Capital Association. Byers has a 

bachelor’s degree from the Georgia Institute of Technology and an M.B.A. from Stanford University. 

Catherine Cai is a Managing Director and Vice Chairman of China Investment Banking at Bank of America Merrill 

Lynch. She joined Merrill Lynch about 10 years ago after working for ABN Amro as managing director and head of 

China investment banking, and for J.P. Morgan as a managing director and head of China equity capital markets. Cai 

started her banking career with Smith Barney in New York. With more than 17 years’ experience in the investment 

banking industry, she has participated in many IPO, mergers and acquisitions, convertible bond and high yield bond 

transactions for both China’s state and privately owned enterprises in many different industries. Cai holds a law degree 

from Peking University and an M.B.A. from the University of Connecticut. 

Nick Calamos is President of Investments and Co-Chief Investment Officer of Calamos Investments. He oversees 

research and portfolio management for Calamos Investments’ family of mutual funds, closed-end funds and separately 

managed accounts. Leading the development of the firm’s proprietary research tools and investment processes for a 

team of 50 professionals, Calamos serves as portfolio manager of various strategies utilizing equities, high yield bonds, 

convertible securities and alternative investments. His book, Convertible Arbitrage: Insights and Techniques for Successful 

Hedging, is used as a textbook in a number of investment management curriculums. He is often quoted in The Wall 

Street Journal, Barron’s, Fortune, BusinessWeek and Pensions & Investments in addition to regularly appearing on CNBC 

and Bloomberg TV. A chartered financial analyst, Calamos received a bachelor’s degree from Southern Illinois University 

and a master’s degree in finance from Northern Illinois University. 

Dean Calbreath is a Business Columnist and Reporter who writes a weekly column on business and the economy 

for The San Diego Union-Tribune. This year his column won a “Best in Business” award from the Society of American 

Business Editors and Writers. Calbreath has worked for the Union-Tribune for more than a dozen years, focusing on the 

economy, finance, international trade, politics and business. In 2006 he was part of a three-person team that won the 

Pulitzer Prize and the Polk Award for uncovering the biggest bribery scandal in congressional history, involving then- 

Rep. Randy “Duke” Cunningham, who pleaded guilty and is now serving eight years in prison. Calbreath’s previous 

work for the newspaper included a series on China’s growing economic clout; a series on Arab reactions to 9/11; and 

an investigation of the California energy crisis of 2001. He also worked as a special correspondent for The Wall Street 

Journal’s European edition. 

Colin Camerer is the Robert Kirby Professor of Behavioral Finance and Economics at the California Institute 

of Technology, where he teaches cognitive psychology and economics. Before coming to Caltech in 1994, Camerer 

worked at the Kellogg School of Management at Northwestern University, The Wharton School at the University of 

Pennsylvania and the University of Chicago business school. He studies behavioral and experimental economics. 

Camerer received an M.B.A. in finance and a Ph.D. in decision theory from the University of Chicago Graduate School of 

Business, and a B.A. in quantitative studies from Johns Hopkins University. 

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panelists 

Michael Campbell is Chairman, President and CEO of Arch Chemicals Inc., a global biocides company with 

approximately $1.5 billion in annual sales. He has led the company since its inception in 1999. Arch and its subsidiaries 

have leadership positions in biocides, water products, wood protection, personal care ingredients and coatings. Campbell 

is also chairman of the National Association of Manufacturers and of the U.S.-China Business Relations Task Force. In 2005 

he was named to the Advisory Committee for Trade Policy and Negotiations, the principal trade advisory committee 

providing overall policy advice to the Office of the U.S. Trade Representative. He also serves as lead director on the 

MeadWestvaco Corp.’s Board of Directors. Campbell received a bachelor’s degree from the University of New Hampshire 

and a J.D. from The George Washington University. In addition, he attended the Yale Executive Management Program. 

Aris Candris is President and CEO of Westinghouse Electric Company, a position he has held since 2008. He was 

previously senior vice president of Westinghouse’s nuclear services business unit, then its nuclear fuel unit. He began 

his Westinghouse career in 1975 as a senior engineer in the former Advanced Reactor Division. Candris serves on the 

board of trustees for Transylvania University and the Advisory Board of the Carnegie Institute of Technology, and he 

is on the board of directors for the Nuclear Energy Institute and The World Nuclear Association. Candris received a 

bachelor’s degree from Kentucky’s Transylvania University and a master’s degree and a Ph.D. in nuclear engineering 

from Carnegie Mellon University. 

Eric Cantor has represented Virginia’s 7th Congressional District in the U.S. House of Representatives since 2001. He 

serves as the Republican Whip, the second-highest ranking Republican position in the House, and sits on the powerful 

House Ways and Means Committee. Cantor authored the Tax Relief and Health Care Act of 2006, which became law that 

year and made it easier for families to save for their health-care needs through health savings accounts. He leads the 

Republican Economic Solutions Group, which is responsible for producing alternative Republican ideas and legislative 

proposals. He also serves as chairman of the Congressional Task Force on Terrorism and Unconventional Warfare, and 

remains focused on promoting a strong national defense and providing more resources for military and intelligence 

communities. Canter received an undergraduate degree from The George Washington University, a law degree from 

William & Mary and a master’s degree from Columbia University. 

Gregory Cappelli currently serves as Co-CEO and Chairman of Apollo Global, where he is also a director. Previously, 

he held the roles of executive vice president of global strategy and assistant to the executive chairman. Before joining 

Apollo Group, Cappelli spent 10 years as a research analyst for Credit Suisse, where he served as managing director and 

senior research analyst and founded the Credit Suisse Global Services Team. Prior to Credit Suisse, Cappelli was vice 

president and senior research analyst at ABN AMRO. He serves on the board of Everybody Wins!, one of the nation’s 

leading programs promoting literacy for thousands of elementary school students. Cappelli holds a B.A. in economics 

from Indiana University and an M.B.A. from the Brennan School of Business at Dominican University, where he is now a 

member of the Board of Trustees. 

Chase Carey is Deputy Chairman, President and Chief Operating Officer of News Corp., a position he has held since 

mid-2009. He oversees diversified global operations, including the production and distribution of film and television 

programming; television, satellite and cable broadcasting; newspaper and book publishing; and digital media. He 

also sits on the company’s board of directors. Carey was previously the president and CEO of DirecTV Inc. and led 

the operations and strategic direction of its companies, including DirecTV Inc. in the United States and DirecTV Latin 

America. Prior to joining DirecTV, he was co-chief operating officer of News Corp. and chairman and CEO of the Fox 

Television Group. He was instrumental in managing the company’s operations and strategy, focusing on its worldwide 

television business, which encompasses the Fox network, Fox Television Stations, Fox’s cable programming group and 

the international satellite operations. Carey is a graduate of Colgate University and Harvard Business School. 

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panelists 

Richard Carmona, now President of the Canyon Ranch Institute and Vice Chairman of Canyon Ranch, is a former 

Surgeon General of the United States and a Distinguished Professor of Public Health at the University of Arizona’s 

Zuckerman College of Public Health. As the nation’s 17th surgeon general, from 2002 to 2006, Carmona pursued an 

agenda that included prevention, preparedness, health literacy, global health and health diplomacy. He has published 

extensively and has received numerous local, national and international awards. Before becoming a doctor, Carmona 

dropped out of high school and enlisted in the Army. By the time he left active duty, Carmona was a combat-decorated 

Special Forces veteran of Vietnam. He has also worked as a paramedic, police officer and registered nurse. Trained as a 

general/vascular and trauma surgeon, Carmona received his M.D. from the University of California, San Francisco, and 

has a master’s degree in public health. 

Albert Carnesale is Chancellor Emeritus and Professor at the University of California, Los Angeles. He was UCLA’s 

chancellor from mid-1997 through mid-2006, and now serves as a professor of public policy, and mechanical and 

aerospace engineering. Carnesale serves on the Department of Energy’s Blue Ribbon Commission on America’s Nuclear 

Future; the Mission Committees of the Lawrence Livermore National Laboratory and Los Alamos National Laboratory; 

the World Economic Forum’s Global Agenda Council on Terrorism, Proliferation and Weapons of Mass Destruction; the 

board of directors of Harvard University’s Belfer Center for Science and International Affairs; and the advisory board 

of the Rand Corp.’s Center for Global Risk and Security. He was at Harvard for 23 years, serving as Lucius N. Littauer 

Professor of Public Policy and Administration, dean of the John F. Kennedy School of Government and university 

provost. Carnesale holds bachelor’s and master’s degrees in mechanical engineering and a Ph.D. in nuclear engineering. 

Jared Carney is the Executive Director of Program Development and Marketing for the Milken Institute. Carney 

worked for years in the high-tech and media industries before embarking on a career in policy and philanthropy. At 

the Milken Institute, he directs major relationships and program development, regularly interacting with leaders across 

many sectors, especially the capital markets. The Milken Institute Global Conference is his primary responsibility. Career 

highlights include launching Java for Sun Microsystems, producing the original “X-Files” website for News Corp. and 

co-starting Intranets.com – the first complete intranet for small to medium-sized businesses – as an early employee of 

Idealab. Before joining the Institute, Carney was vice president of business development for RealtyIQ, an information 

provider for the commercial real estate industry, and a director of business development at Captura, a Web-based 

expense management firm. 

John Carney is an independent financial journalist and the former Managing Editor of ClusterStock. His writing has 

appeared in The Wall Street Journal, The New York Times, The New York Sun, Page Six Magazine, The New York Post, Fortune 

and New York magazine and on blogs such as Gawker.com. He has been a frequent guest on CNBC and public radio’s 

“Marketplace.” His writing often takes controversial positions on business topics. Carney has argued, for example, that 

failed banks should not be bailed out, that Lehman’s collapse was not a disaster and that insider trading should be legal. 

Before joining ClusterStock, he served as editor-in-chief of DealBreaker.com, a Wall Street online tabloid. He received his 

law degree from the University of Pennsylvania and practiced corporate law at law firms such as Skadden, Arps, Slate, 

Meagher & Flom and Latham & Watkins. He primarily represented banks, hedge funds and private equity firms. 

Majora Carter is President of the Majora Carter Group LLC. Her work includes advising cities, foundations, 

universities, businesses and communities around the world on unlocking their “green-collar” economic potential to 

benefit everyone. Carter founded Sustainable South Bronx in 2001 to design 11 miles of bike and pedestrian paths. By 

2003 she had implemented the successful Bronx Environmental Stewardship Training (BEST) program – a pioneering 

green job training and placement system. She has received a MacArthur “Genius” Fellowship and was named one of 

Newsweek’s “25 to Watch,” one of Essence magazine’s “25 Most Influential African-Americans” and one of the New York 

Post’s “Most Influential NYC Women.” A board member of the Wilderness Society, SJF Ventures and Ceres, she hosts a 

public radio series called “The Promised Land” (thepromisedland.org) and the television program “Eco Heroes” on the 

Sundance Channel. 

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panelists 

Daniel Casse is President of G100, a private group of 100 of the world’s leading CEOs who meet twice a year 

to exchange ideas on business and corporate governance. Jack Welch and Larry Bossidy are the group’s regular 

discussion leaders. Casse is also the managing partner of High Lantern Group, a strategic positioning firm that works 

with companies and their executives to use thought leadership and reputation to achieve their business goals. A 

former managing editor of The Public Interest his writing on politics and policy has appeared in The Wall Street Journal, 

Commentary and other national publications. 

Gail Cassell is the Vice President of Scientific Affairs and Distinguished Lilly Research Scholar for Infectious Diseases 

for Eli Lilly and Company. She has been responsible for initiating and leading Lilly’s not-for-profit TB drug discovery 

initiative. She has served as an advisor on infectious diseases and the indirect costs of research to the White House 

Office of Science and Technology Policy, and she has participated in numerous congressional hearings and briefings 

related to infectious diseases, anti-microbial resistance, and biomedical research. Cassell is a past president of the 

American Society for Microbiology. Since 1996 she has been a member of the U.S.-Japan Cooperative Medical Science 

Program, responsible for advising the respective governments on joint research agendas. She obtained her bachelor’s 

degree from the University of Alabama, Tuscaloosa, and her doctorate in microbiology from the University of Alabama, 

Birmingham. 

John Cassidy is a Staff Writer at The New Yorker. He is also a contributor to The New York Review of Books and a regular 

guest on television and radio programs, including “The NewsHour With Jim Lehrer.” The New York Times said his latest 

book, How Markets Fail: The Logic of Economic Calamities, provided a “brilliant intellectual framework” for understanding 

the financial crisis; The Economist and BusinessWeek both selected it as one of the best books of the year. Before joining 

The New Yorker in 1995, Cassidy worked for seven years with The Sunday Times of London, where he was the Washington 

correspondent and business editor, and for two years at The New York Post, where he was deputy editor. Cassidy’s first 

book, Dot.Con: The Greatest Story Ever Sold, came out in 2002, and his work has been translated into more than a dozen 

languages. He graduated from the University of Oxford. 

Mary Chambliss is a Former Deputy Administrator for Export Credits in the U.S. Department of Agriculture’s Foreign 

Agricultural Service (FAS). She previously served as the FAS acting administrator, as well as general sales manager of 

the agency. As deputy administrator, her primary responsibilities were management of USDA’s international food 

aid programs and export credit financing programs. The value of these programs averaged $4 billion to $5 billion a 

year, supporting exports of U.S. agricultural commodities to more than 50 developing countries. Earlier in her career, 

Chambliss served as acting associate administrator of the USDA’s Office of International Cooperation and Development, 

an arm of USDA that worked with the U.S. Agency for International Development and several international organizations. 

She began her career as an economist, with primary responsibility for research on countries in Africa. Chambliss holds a 

bachelor’s degree from Roanoke College and a master’s degree in government from The George Washington University. 

Anand Chandrasekher is Senior Vice President and General Manager of Intel Corp.’s Ultra Mobility Group. Prior 

to his current assignment, Chandrasekher was senior vice president and general manager of Intel’s Sales and Marketing 

Group. In this capacity, he had responsibility for worldwide sales and marketing operations. Previously, Chandrasekher 

was vice president and general manager of the Mobile Platforms Group. Chandrasekher led the team responsible for 

the architecture, design, development and marketing of Intel’s platform solutions for the mobile computing segment. 

Prior to his Mobile Platforms Group role, Chandrasekher was vice president of the Intel Architecture Group and general 

manager of the Intel Architecture Marketing Group. Chandrasekher earned his bachelor’s degree in computer science 

and a master’s degree in engineering from Cornell University. He received an M.B.A. from Cornell’s Johnson Graduate 

School of Management. 

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panelists 

Susan Cischke is Group Vice President of Sustainability, Environment and Safety Engineering at Ford Motor 

Company, a position she assumed in 2007. She is responsible for establishing Ford’s long-range sustainability strategy 

and environmental policy. In addition, Cischke is responsible for influencing future environmental and safety regulations 

and assuring that Ford meets or exceeds all safety and environmental regulations worldwide. She has served as Ford’s 

top environmental and safety officer since 2001. Previously, she was senior vice president of regulatory affairs and 

passenger car operations at DaimlerChrysler. Cischke, who attended the Tuck Executive Program at Dartmouth College, 

received master’s degrees in mechanical engineering and management from the University of Michigan, Dearborn, 

and a bachelor’s degree from Oakland University in Rochester, Michigan. 

Robin Claessens is CEO of the Invensys Pension Scheme, a major U.K. corporate defined benefit scheme. He 

joined IPS in October 2008. Although he is based in London, with a focus on investment and risk management, he 

is also responsible for the 17-person administrative office based in Newcastle. Prior to joining IPS, Claessens spent 

more than eight years at Goldman Sachs, working in its London offices in the Corporate Pensions Advisory Group. He 

advised corporations and their pension funds’ trustees on the design of their pension risk management framework, 

its implications on the corporate finance and capital structure and the development and execution of risk-mitigating 

structured solutions. 

Jeff Clark is President and CEO of National Heritage Academies. He is accountable for student learning and the 

financial performance of this public charter school management organization, which currently partners with local 

school boards at 61 schools in six states, serving more than 39,000 students. Prior to joining National Heritage Academies 

in 2005, Clark held various leadership positions in investment and corporate banking and served as president of 

Westwater Group, a diversified management and investment company with interests in education, manufacturing and 

other industries. He holds a bachelor’s degree in political science from Hope College in Holland, Mich. 

Wesley Clark, Chairman of investment bank Rodman & Renshaw, is a retired four-star Army general who served 

as Supreme Allied Commander for NATO, leading Operation Allied Force in Kosovo. He is chairman and CEO of Wesley 

K. Clark & Associates, a strategic consulting firm; co-chairman of Growth Energy; a senior fellow at the Burkle Center 

for International Relations at the University of California, Los Angeles; and director of the International Crisis Group. 

The author of three books, he serves on the advisory boards of the Clinton Global Initiative’s Energy & Climate Change 

and the American Council on Renewable Energy. His honors include the Presidential Medal of Freedom; the State 

Department’s Distinguished Service Award; the Department of Defense Distinguished Service Medal; the Army’s 

Distinguished Service Medal; and the Silver Star, Bronze Star and Purple Heart. A valedictorian at the U.S. Military 

Academy, he received a master’s degree from Oxford University, where he was a Rhodes scholar. 

Richard Clarke is Chairman of Good Harbor Consulting and a former National Coordinator for Security and 

Counterterrorism. He is an expert on homeland security, cyber security and counterterrorism, and advises Good Harbor 

clients on those and other issues. Over the course of 11 consecutive years of White House service, he held the titles of 

special assistant to the president for global affairs, national coordinator for security and counterterrorism and special 

advisor to the president for cyber security. Prior to his White House years, Clarke served for 19 years in the Pentagon, 

the intelligence community and the State Department. Under President Reagan, he was deputy assistant secretary of 

state for intelligence. Under the first President Bush, he was assistant secretary of state for political-military affairs and 

coordinated diplomatic efforts to support the 1990–1991 Gulf War and the subsequent security arrangements. He is an 

on-air consultant for ABC News and teaches at Harvard’s Kennedy School of Government. 

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panelists 

Sean Cleary is Chairman of South Africa–based Strategic Concepts (Pty) Ltd. He is also the founder and executive 

vice-chair of the Future World Foundation and managing director of the Centre for Advanced Governance. He is 

chairman of the Global Advisory Board of Operation Hope, a member of the boards of the LEAD International and the 

International Foundation for Electoral Systems, and a trustee of the South African Foundation for Conciliation. Cleary 

is a guest lecturer on global corporate strategy at the Gordon Institute of Business Science, University of Pretoria, Wits 

Business School, Stellenbosch University, Henley Management College and the Wharton School; and on the strategic 

challenges of globalization and conflict resolution at many defense colleges, universities and institutes. He is a fellow of 

the World Economic Forum and a faculty member of the Parmenides Foundation. 

Marc Clement joined the University of Wales as its Vice-Chancellor and Chief Executive in 2007. His previous 

academic posts have included head of the Swansea University Institute of Innovation and executive director of its 

Institute of Life Science, an interdisciplinary medical research center working in partnership with IBM and the Welsh 

Assembly Government. Clement’s business interests have included the foundation of a company that develops laser 

systems for plastic surgery and cancer therapy. He sits on the boards of several technology companies and is vice chair 

of a group established by the Welsh Assembly Government to advise on the development of rural health services. A 

fellow of the Institute of Electrical Engineers, he studied at the University of Wales Swansea (whose name was changed 

Swansea University in 2007), gaining a B.Sc. in physics and a Ph.D. in laser plasma interactions, and pursued postdoctoral 

studies at the Centre d’Etudes Nucléaires in Paris. 

Stephen J. Cloobeck is Chairman and CEO of Diamond Resorts International, a company with nearly 160 

branded and affiliated resorts and more than 24,000 guest beds in 26 countries. The company operates in destinations 

throughout the continental United States and Hawaii, Canada, Mexico, the Caribbean, Europe, Asia, Australia and 

Africa. Cloobeck has more than 25 years of experience in development, construction, management, operations, 

marketing and sales of real estate properties. His holdings include vacation ownership resorts, hotels, retail shopping 

centers, and office and apartment buildings. In 2007 he acquired the publicly traded Sunterra Corp. and transformed 

it into a privately held operating entity. Cloobeck is widely recognized as one of the most innovative and successful 

entrepreneurs in the global vacation ownership industry. 

Larry Coben is the Founder and Executive Director of the Sustainable Preservation Initiative, an organization 

devoted to preserving the world’s cultural heritage by providing sustainable economic opportunities to poor 

communities where endangered archaeological sites are located. Coben is also an archaeologist affiliated with the 

University of Pennsylvania. He co-authored the seminal volume Archaeology of Performance: Theater, Power and 

Community. His most recent archaeological work focuses on Inca imperial expansion and the role of spectacles, rituals 

and theatricality in ancient societies. Coben has also started and run numerous energy companies. He is CEO of Tremisis 

Energy Corp., an advisory and investment firm, and a board member of NRG Energy and the Chilean utility SAESA. He 

serves on the Department of Homeland Security’s Sustainability and Efficiency Task Force and writes an energy blog for 

the Huffington Post. 

Christopher Coburn is Cleveland Clinic’s Chief of Technology Commercialization, serving as Executive Director 

of Cleveland Clinic Innovations since it was established in 2000. During that time, Cleveland Clinic has spun off 33 

medical technology companies that have received more than $330 million in equity investment; transacted more 

than 200 technology licenses; and received more than $150 million in commercialization and applied research grants. 

Coburn serves on the boards of Autonomic Technologies, Cleveland HeartLab, Intelect, PeriTec and BioEnterprise. He 

is a former vice president and general manager of the Battelle Memorial Institute, director of the U.S. Enrichment Corp. 

and author of the only comprehensive profile of public-sector commercialization initiatives. He has consulted, testified 

and spoken on technology commercialization throughout North America and more than 20 countries. Coburn was 

named Neurotech Business Report’s “most valuable financial professional” in 2008. 

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panelists 

Jack Cochran is the Executive Director of The Permanente Federation, the national umbrella organization for the 

regional Permanente Medical Groups. The Permanente Medical Groups employ more than 14,000 physicians who care 

for approximately 8.6 million Kaiser Permanente members. Prior to his appointment to this position in October 2007, 

Cochran was executive medical director and president of the Colorado Permanente Medical Group (CPMG) for Kaiser 

Permanente. Cochran began his career with CPMG as founder of the Plastic Surgery Department in 1990. He is on the 

board of directors of the American Medical Group Association and the Alliance of Community Health Plans, and on 

the advisory board of the Global Health Group at the University of California, San Francisco. Cochran received an M.D. 

from the University of Colorado. He is board certified in otolaryngology (head and neck surgery) and in plastic and 

reconstructive surgery. 

H. Rodgin Cohen is a Partner at Sullivan & Cromwell LLP. He served as chairman of the firm for a decade and has 

been its senior chairman since January 2010. The primary focus of Cohen’s practice is regulatory, acquisition, corporate 

governance and securities law matters for major U.S. and non-U.S. banking and other financial institutions and their 

trade associations. He has played a singular role in the market events that have changed the face of the financial 

services industry and the economy; The American Lawyer described him as “Wall Street’s go-to lawyer.” Cohen has acted 

in most of the major U.S. bank acquisitions and recent government-sponsored and capital-raising efforts and provides 

corporate governance advice to a large number of financial and non-financial institutions. He holds a bachelor’s degree 

and a law degree from Harvard University. 

Leslie Conery is the deputy CEO of the International Society for Technology in Education (ISTE), a nonprofit association 

reaching more than 100,000 educators worldwide. ISTE is dedicated to transforming learning environments and preparing 

students, teachers and school leaders with digital-age learning and leadership skills. Conery provides executive leadership 

for ISTE’s operations office in Eugene, Ore.; is chair of ISTE’s educational technology conference and exhibition; and serves 

as a member of ISTE’s National Educational Technology Standards leadership team. She has served on numerous boards 

and advisory groups, supporting innovative educators on every continent, and has collaborated with educators and 

policymakers globally to bring about systemic change in education. Recent projects include increasing the representation 

of women in technology, developing assessments for digital-age learning skills and bringing computational thinking skills 

to the K-12 classroom. Conery holds an M.S. in computer science and a Ph.D. in education from the University of Oregon. 

Ceci Connolly has been a Staff Writer at The Washington Post since 1997, covering national politics, health care 

and several natural disasters, including Hurricane Katrina. Connolly recently returned from Mexico City, where she 

wrote and spoke on subjects as varied as health policy and Panama’s efforts to become the next Miami. She has also 

completed a project for the Robert Wood Johnson Foundation examining the links between socioeconomic factors 

and health. Connolly frequently appears as a commentator on national television and spent five years as an on-air 

analyst for the Fox News Channel. She has appeared frequently on PBS’ “Washington Week,” NPR’s “Diane Rehm Show” 

and several news programs on MSNBC and Fox News. Previously, Connolly worked for Congressional Quarterly, the 

Washington bureau of the St. Petersburg Times, The Associated Press, the Concord Monitor and The Patriot Ledger. She is 

a graduate of Boston College. 

Roger Conway is Chief Economist of Growth Energy, an industry group comprised of U.S. ethanol producers. 

Until recently, he was director of the Office of Energy Policy and New Uses in the Office of the Chief Economist at the 

U.S. Department of Agriculture (USDA). He has served as USDA representative for such activities as the Department 

of Energy’s (DOE’s) National Energy Strategy, the DOE Oil and Gas Initiative and the White House Bioenergy Initiative. 

Published in numerous journals including the American Journal of Agricultural Economics and the Journal of Business 

and Economic Statistics, Conway writes about global warming, international trade, commodity policy, agricultural 

investment and macroeconomic policy. The USDA recognized him with the Distinguished Service Award for his work 

in biofuels. Conway has a bachelor’s degree and a Ph.D. in economics from The George Washington University and a 

master’s degree from George Mason University 

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panelists 

Craig Courtney is Special Adviser in Innovative Finance at the Global Alliance for Improved Nutrition (GAIN). Since 

joining GAIN in 2006, he has been responsible for designing and implementing a successful resource mobilization 

strategy that has attracted more than $300 million through government and private-sector foundation contributions. 

From 2008, he has spearheaded the Innovative Financing Program, which is aimed at attracting new sources of capital, 

such as social investment funds, to new financing modalities. He also leads advocacy and communications activities. 

Prior to joining the GAIN management team in Geneva, Courtney worked in the investment banking industry for 20 

years in both Asia and Europe, including stints with HSBC and ABN AMRO. He has an M.B.A. from Cornell University and 

a bachelor’s degree from the University of California, Davis. 

Janet Cowell is Treasurer of North Carolina. Elected in 2008, she oversees the state’s investments, including $60 

billion in pension fund investments for public employees; $12 billion in short-term cash investments for state agencies, 

universities, community colleges and trust funds; and $4 billion in 401(k) and 457 supplemental retirement funds. 

Cowell’s office manages the issuance of several billion dollars of debt each year and helps cities, towns and counties by 

monitoring their financial condition while providing professional technical assistance on audit and financial reporting. 

Cowell serves as chair of the State Banking Commission and on North Carolina’s state education and community college 

boards. She has also been a state senator and Raleigh councilwoman. Previously she worked as a financial analyst with 

HSBC Bank and Lehman Brothers. Cowell received an M.B.A. from the University of Pennsylvania’s Wharton School and 

a master’s degree in international studies from Penn’s Lauder Institute. 

Matthew Crakes is Managing Partner and Portfolio Manager of Greenheart Capital Partners. Prior to founding 

Greenheart Capital Partners, Crakes was a managing director at Shumway Capital Partners (SCP) from 2005 to 2009. 

During his tenure at SCP, he was head of the Global TMT and EM/Asia teams, responsible for covering significant 

emerging markets exposure in SCP’s portfolios. He previously served as a managing director in high-yield cable/ 

telecom research at Merrill Lynch from 1999 to 2004. He also worked at Wasserstein Perella as a research associate, 

covering the wireless industry. He served as a first lieutenant in the U.S. Army, working in military intelligence from 1993 

to 1995, and in the Airborne Infantry from 1984 to 1986. Crakes received a B.S. in finance and economics from Indiana 

University and an M.B.A. from the University of Southern California. He attended graduate school at Fudan University in 

Shanghai. 

Gordon Crovitz is the Co-Founder of Journalism Online, the creator of Press+, which enables publishers to charge 

for access to their websites and other digital products and provides consumers with a single account for their digital 

news. He is a former publisher of The Wall Street Journal, where he writes a weekly column called “Information Age,” 

and former executive vice president of Dow Jones & Company. He was chairman of Factiva, editor and publisher of 

the Far Eastern Economic Review in Hong Kong and editorial page editor of The Wall Street Journal Europe in Brussels. 

He is a director of or advisor to numerous technology-based media and information companies, including ProQuest, 

Blurb, YouNoodle, Peer39 and Tracked.com. Crovitz received a bachelor’s degree from the University of Chicago and law 

degrees from Yale Law School and Oxford, which he attended as a Rhodes scholar. 

Jason Cummins is Head of Economic Research at Brevan Howard Asset Management LLP, a position he has held 

since 2004. Before joining Brevan Howard, he was a senior economist at the Federal Reserve Board, where he led the 

macro forecasting team. He started his career as an assistant professor of economics at New York University. Cummins 

holds a Ph.D. in economics from Columbia University and a bachelor’s degree in economics and political science from 

Swarthmore College in Pennsylvania. 

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panelists 

Jill Cuniff is the President of Edge Asset Management. She has more than 22 years of investment experience in the 

retirement industry. Before joining Edge in 2009, she was at Morley Financial, first as a trader and eventually becoming 

chief investment officer in 1999 and president in 2001. In the latter role, she oversaw all the firm’s investment, sales, 

marketing and operation functions. During her tenure, she led the business side of Morley’s acquisition by Principal 

Global Investors in 2007. Cuniff received a bachelor’s degree in business finance from Montana State University. 

Mark Cutis is Chief Investment Officer, Special Situations, of the Abu Dhabi Investment Council. He joined the 

investment council in 2008. From 2004 until 2008, Cutis worked at Shinsei Bank in the newly created position of chief 

investment officer. He also worked with HVB, the Munich-headquartered German bank (now Unicredito), having 

been originally hired in the bank’s New York branch as treasurer for the Americas and responsible for developing and 

directing HVB’s proprietary allocation to alternative investments. Subsequently, he transferred to Tokyo as the CEO of 

HVB’s Japanese operations. His core expertise is in proprietary trading, asset liability management and asset allocation. 

His experience includes both direct, hands-on management of risk and risk-takers, and allocating to external managers 

in alternatives. Cutis has experience both on the buy and sell sides. He holds a B.A. in economics from Emory University 

and an M.B.A. from the University of Pennsylvania’s Wharton School. 

Jim D’Aquila is Managing Director of the Investment Banking group of Imperial Capital, specializing in the 

consumer sector. He is based out of Imperial’s Minneapolis office. Prior to joining Imperial Capital, D’Aquila founded The 

Mercanti Group, a mergers and acquisitions and capital markets advisory firm that was acquired by Imperial in 2009. 

He is an industry veteran with nearly 30 years of investment and merchant banking experience with Credit Suisse First 

Boston; Donaldson, Lufkin and Jenrette; Dain Rauscher; Drexel Burnham; and E.F. Hutton. 

Ora Dar is the Head of the Life Sciences Sector at the Office of the Chief Scientist at the Israeli Ministry of Industry & 

Trade and the Consultant for Biotechnology to the Chief Scientist. Dar is responsible for defining and implementing the 

support of research and development in life sciences companies and for enhancing the networking between academia 

and industry. Previously Dar spent 16 years in academic research (mostly at the Weizmann Institute of Science), several 

years in the industry, and 10 years as a consultant to venture capital and investment firms as well as foreign funds and 

international R&D programs. Dar is a medical sciences graduate of the Hebrew University of Jerusalem and holds a 

Ph.D. from the University of London. 

Gray Davis, formerly the Governor of California, is Of Counsel at Loeb & Loeb LLP. While governor from 1999 to 

2003, Davis signed legislation to strengthen California’s K–12 education system, increase accountability in schools and 

expand access to higher education. He made record investments in California’s infrastructure, created four Centers for 

Science and Innovation on University of California campuses and expanded the California Healthy Families program 

to provide health insurance for an additional 1 million children. He provided more than $2.5 billion for job training, 

employee recruitment, tuition assistance and job-placement services. Under Davis, California was one of the first states 

to authorize state funding for stem-cell research and to pass laws to reduce global warming and greenhouse emissions. 

A former lieutenant governor, state controller and assemblyman, Davis is a senior fellow at the UCLA School of Public 

Affairs. He received a bachelor’s degree from Stanford University and a law degree from Columbia University. 

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panelists 

Lisa Davis is Program Officer at the Ford Foundation, focusing on its investments in quality housing and on planning 

and land use innovations in U.S. metropolitan regions. Before joining the Ford Foundation in 2009, Davis spent more 

than a decade in both nonprofit and private-sector organizations to improve housing and economic conditions in 

low-income communities. She was vice president and project executive at the New Boston Fund, a private real estate 

investment management firm. Prior to New Boston, Davis was director of development for the Codman Square 

Neighborhood Development Corp. and director of housing and development for the Asian Community Development 

Corp. In both positions, she oversaw real estate, lending and community development departments and organized 

neighborhood coalitions to change public policy. Davis holds a bachelor’s degree from the University of Texas, Austin, 

and a master’s degree in real estate development and city planning from the Massachusetts Institute of Technology. 

Barbara Day is the Acting Vice President of Investment Funds of the Overseas Private Investment Corp., an 

independent federal agency whose mission is to mobilize and facilitate the participation of U.S. private capital and 

skills in the economic and social development of less developed countries and areas, and countries in transition from 

nonmarket to market economies. OPIC supports qualifying projects and investment funds for new and expanding 

business enterprises in more than 150 countries in the emerging markets. Previously, Day was legal counsel to OPIC’s 

investment funds group. Before joining OPIC in 2000, she was a partner with the law firm Zuckerman Spaeder LLP 

in Washington, D.C., and practiced law in San Francisco. Day received law degrees from Georgetown University Law 

School (LL.M international and comparative law) and the University of Notre Dame. 

Roger Dean has been Chief Financial Officer of Axcess Financial since 2004. Prior to Axcess, Dean was at Fifth Third 

Bancorp, most recently as senior vice president of finance. Starting as Bancorp controller in 1993, Dean built and led 

additional functions including forecasting, planning, management reporting, financial information technology, investor 

relations, and mergers and acquisitions. Previously he spent nine years at Deloitte, including a two-year development 

assignment in the firm’s national office and service to major clients such as Procter & Gamble and AK Steel. Dean is a 

certified public accountant (inactive) and a member of the American Institute of Certified Public Accountants, the Ohio 

Society of Certified Public Accountants and Financial Executives International. He received a B.S. in accounting from 

Miami University in Oxford, Ohio. 

Joseph Dear is Chief Investment Officer of the California Public Employees’ Retirement System (CalPERS). He 

oversees all asset classes in which CalPERS invests, including domestic and international equity, Treasury and agency 

debt, high-yield bonds, mortgage-backed securities, collateralized debt obligations, real estate, corporate governance, 

currency overlay, securities lending, venture capital, leveraged buyouts and hedge funds. Dear is responsible for 

the strategic plan for the CalPERS Investment Office, including tactical asset allocation, risk management, business 

development, budget authority, new investment programs, trading technology, staffing and back-office operations. 

He joined CalPERS in 2009, after serving as executive director for the Washington State Investment Board. In this role, 

he oversaw a staff of 73 to implement the board’s investment policy decisions. He was responsible for more than $67.6 

billion within 38 funds. Dear received a B.A. in political economy from The Evergreen State College in Olympia, Wash. 

Neil DeFeo is CEO of Sun Products Corp., which he founded with Vestar Capital Partners by merging the laundry 

business of Unilever N.A. with Huish Detergents Inc. Before creating Sun, DeFeo was president, CEO and later chairman 

of Playtex Products, where he tripled shareholder equity in three years. Prior to Playtex, he was chairman, president and 

CEO of Remington Products. DeFeo began his professional career with Procter & Gamble, holding positions of increasing 

responsibility over a 25-year period. He then served as group vice president of U.S. operations for the Clorox Company. He 

has served on the boards of several public and private companies and industry associations and has been active in many 

nonprofits, including United Way and the March of Dimes. He currently sits on the Advisory Board of The International 

Crisis Group and the board of Manhattan College, where he received a bachelor’s degree in electrical engineering. 

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panelists 

Paul Deninger is Vice Chairman of Jefferies & Company Inc. Previously he was chairman and CEO of Broadview, 

the specialist technology investment banking firm, where he remained until its acquisition by Jefferies in 2003. With 

more than 20 years of experience advising companies in the technology market and more recently the clean-tech 

market, Deninger has advised on more than 125 mergers and acquisitions and numerous IPOs. He is co-chairman of 

TechNet New England, and he sits on the investment committees of TechNet and London-based Kennet Partners. He 

serves on the boards of the Boston Symphony Orchestra, Big Brothers Big Sisters of Massachusetts Bay and Boston’s 

MATCH Charter Public High School. A frequent speaker, panelist and Moderator at various conferences, Deninger’s 

commentary appears in such publications as the Financial Times, The Wall Street Journal and Forbes. He received a 

bachelor’s degree from Boston College and an M.B.A. from Harvard Business School. 

Ross DeVol is Executive Director of Economic Research at the Milken Institute. He oversees research on national 

and comparative regional growth performance, technology and its impact on regional and national economies, and 

health-related topics. He was the principal author of “An Unhealthy America: The Economic Burden of Chronic Disease,” 

which brought to light the economic losses associated with preventable illnesses and estimated the avoidable costs 

if a serious effort were made to improve Americans’ health. He also authored “America’s High-Tech Economy: Growth, 

Development and Risks for Metropolitan Areas” and created the “Best-Performing Cities Index,” an annual ranking of U.S. 

metropolitan areas that shows where jobs are being created. Other recent work involves the study of biotechnology 

and life-science clusters and their impact on regional economies. DeVol was previously senior vice president of Global 

Insight Inc. 

Moray Dewhurst is Vice Chairman and Chief of Staff at FPL Group Inc., one of the nation’s largest providers of 

electricity-related services. He was previously the firm’s chief financial officer; during that time, he served on the board 

of NEIL, the nuclear industry’s mutual insurance company, and the Florida Chamber of Commerce. Before joining FPL, 

he was an officer, director and member of the executive committee of Dean & Company, a management consulting 

and investment firm that he co-founded. He has also been a senior partner at Mercer Management Consulting and 

its predecessor firms. Dewhurst hold a bachelor’s degree in naval architecture and marine engineering from the 

Massachusetts Institute of Technology and a master of science in management from MIT’s Sloan School of Management. 

James Dinan is Chairman and CEO of York Capital Management, which he founded in 1991. From 1985 to 1991, 

he worked at Kellner DiLeo & Company, where he became a general partner and was responsible for investing in risk 

arbitrage and special situation investments, including distressed securities, high yield bonds and short selling. From 

1981 to 1983, Dinan was an investment banker at Donaldson, Lufkin & Jenrette Inc., where he was involved in corporate 

finance and mergers and acquisitions activities. He is chairman of the board of the Museum of the City of New York and 

a board member at the Christopher & Dana Reeve Foundation and the Hospital for Special Surgery. Dinan also serves 

on the Harvard Business School’s Board of Dean’s Advisors and the Undergraduate Executive Board at The Wharton 

School of the University of Pennsylvania. He received a B.S. from Wharton and an M.B.A. from Harvard Business School. 

Gary Dirks is Director of LightWorks, an Arizona State University initiative that capitalizes on ASU’s strengths in 

solar energy and other light-inspired research. He is also the Julie Wrigley Chair of Sustainable Practices, a professor 

of practice in the School of Sustainability and a member of the Global Institute of Sustainability board of trustees. 

Previously, Dirks was president of BP Asia-Pacific and president of BP China. In China, he grew BP from an operation 

with fewer than 30 employees and no revenue to one with more than 1,300 employees and revenue of about $4 billion 

in 2008. Dirks received China’s Friendship Award in 2003 and received an honorary CMG (Companion of the Order of St. 

Michael and St. George) from the United Kingdom in 2005. In 2008 People’s Daily recognized him as one of the 10 most 

influential multinational company leaders of the past 30 years of China’s economic development. 

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panelists 

Rod Dole is Auditor-Controller-Treasurer-Tax Collector of Sonoma County, California. He has worked in the Sonoma 

County Auditor’s office since 1976. First elected as the Auditor-Controller in 1986, he took on added responsibilities as 

the Auditor-Controller-Treasurer-Tax Collector in 2006. Dole has served as chair of various committees for the Auditor- 

Controllers’ and Treasurer-Tax Collectors’ Associations, the State Controller and the State Treasurer. He is the current 

Bay Area director of the State Association of County Tax Collectors and is a past president of the State Association of 

County Auditor-Controllers. He is currently focused on the newly formed AB 811-compliant Sonoma County Energy 

Independence Program, for which he is the program administrator. 

Landon Donovan, who plays for the Los Angeles Galaxy and the U.S. Men’s National Team, has been named “U.S. 

Soccer Player of the Year” six times in the past eight years. Recently named the “Honda Player of the Decade,” Donovan is the 

all-time leader in appearances, goals and assists on the U.S. National Team, and has played in two Fédération Internationale 

de Football Association (FIFA) World Cups (2002 and 2006) and one Olympic Games (2000). In his Galaxy career, Donovan 

has led Los Angeles to one Major League Soccer Cup championship (2005) and another MLS Cup appearance (2009) and 

was named the league’s “Most Valuable Player” in 2009. Previously he played for the San Jose Earthquakes, winning two 

MLS Cups. He started his career in 2001 with the Bayer Leverkusen club in Germany, becoming the youngest American to 

sign with a foreign club. 

Robert Dove is a Managing Director of The Carlyle Group, as well as co-head of the Carlyle Infrastructure team. Prior 

to joining Carlyle, Dove spent 10 years with Bechtel Enterprises Inc., the financing, development and investment unit of 

Bechtel Group, the engineering and construction company. As an executive vice president of Bechtel Enterprises and 

an equity partner of Bechtel Group, Dove led Bechtel’s infrastructure development activities and managed a portfolio 

of infrastructure investments. As Bechtel’s designee, he served as a director of several infrastructure joint venture 

companies, including Alterra, a joint venture with Changi (Singapore) that owns airport concessions; International 

Water, a joint venture with Edison (Italy) that owns water concessions; and Tube Lines Holdings, a joint venture with 

Ferrovial (Spain) that owns a concession over three of the London Underground Lines. Prior to working at Bechtel, Dove 

was a managing director with UBS Securities Inc. 

Stephen Dover is Managing Director and International Chief Investment Officer of Franklin Global Advisers at 

Franklin Templeton Companies LLC. He oversees Franklin’s Asian equity growth products and manages investment 

groups in Asia, France, Italy, South Africa and Brazil. Previously Dover was a founder and chief investment officer of 

Bradesco Templeton Asset Management, the largest joint-venture asset management company in Brazil. Before joining 

Franklin in 1997, Dover was a portfolio manager and Principal at Newell Associates in Palo Alto, Calif., and worked 

for Towers Perrin Consulting in New York, London and San Francisco. He is a board member of the Bootstrap Fund, 

a nonprofit development bank focusing on micro credit. He is also on the board of Lewis and Clark College and Law 

School. A chartered financial analyst and certified financial planner, he received a B.A. from Lewis and Clark and an 

M.B.A. in finance from The Wharton School of the University of Pennsylvania. 

Jim Doyle is the Governor of Wisconsin. When he took office in 2003, Doyle inherited a $3.2 billion budget deficit. 

By making deep and often difficult cuts, he was able to balance the budget without hurting priorities like education 

and without raising taxes. He has also launched the Wisconsin Covenant, a program that guarantees a spot in college 

and a financial aid package to every eighth-grade student who agrees to stay in school, maintain a B average and be a 

good citizen. Doyle served three terms as district attorney in Dane County. He later spent eight years building a private 

law practice until he was elected Wisconsin attorney general in 1990, eventually serving three terms in that office. After 

college, he spent two years as a teacher in Tunisia with the Peace Corps; after graduating from Harvard Law School, he 

worked as an attorney on the Navajo Indian Reservation. 

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panelists 

Steven Drobny is the Co-Founder of Drobny Global, an international macroeconomic research and advisory 

firm that counts many of the leading global hedge funds and money managers as its clients. Prior to forming Drobny 

Global, he worked for Deutsche Bank’s Hedge Fund Group in London, Singapore and Zurich. Drobny is the author 

of The Invisible Hands: Hedge Funds Off the Record – Rethinking Real Money and Inside the House of Money: Top Hedge 

Fund Traders on Profiting in the Global Markets. He holds a master’s degree from the London School of Economics and a 

bachelor’s degree from Bucknell University. 

A.J. Duffy is President of United Teachers Los Angeles. Duffy’s involvement in UTLA includes past service as west 

area chair, board member, strike captain, member of the UTLA House of Representatives and chapter chair. A longtime 

teacher, he has spent the past 14 years at Palms Middle School, with eight years as dean and six years as a special 

education teacher. Duffy has a passion for helping special education students, having been one himself. At 25, able 

to read at just a third-grade level, Duffy dedicated the next five years of his life to learning to read, comprehend and 

write at a higher level. That struggle left him determined to improve education. Duffy received a B.S. in community 

organizing from Antioch College and a teaching credential and special education credential from California State 

University, Los Angeles. 

John Duffy is Vice Chairman of J.P. Morgan’s U.S. Private Bank. In that role, he sits on the Private Bank Investment 

Strategy Committee, the Investment Review Committee, the Global Investment Leadership team and the Private Bank 

Executive Committee. He previously held the position of chairman and CEO of J.P. Morgan Trust Company, N.A. Duffy 

has led several of J.P. Morgan’s technology-based businesses, the Private Client Brokerage business for the Americas 

and the Private Bank’s Western region. He joined the Investment Bank in 1982 and held leadership positions within the 

Mortgaged-Backed Securities Department and the Long Duration sales force. Duffy graduated from the College of the 

Holy Cross and the New York University Stern School of Business. 

Fran Durekas is the Founder and Chief Development Officer of Children’s Creative Learning Centers Inc., where 

she is responsible for long-term strategy development, client relations, and new center design, construction and 

program recommendations. Durekas has more than 20 years of experience in early childhood education as well as 

extensive knowledge of LEED (Leadership in Energy and Environmental Design) requirements for green construction. A 

member of the National Association for the Education of Young Children, she is a board member for both the California 

Polytechnic State University’s Child Development Department and the Oregon Environmental Council’s national Eco- 

Healthy Child Care Advisory Committee. She also serves on the Child Care Partnership Council for San Mateo County of 

California and the Quality Committee for Preschool for All. Durekas, a frequent public speaker, was named “Alumni of 

the Year” in 2005 by Cal Poly in San Luis Obispo, where she received her bachelor’s degree. 

Matthew Eby is the Chief Investment Officer of JAWS Estates Capital LLC, a single-family office. In this role, he 

is responsible for investment and asset allocation decisions and recommendations across a broad spectrum of asset 

classes and investment strategies. Specifically, JAWS is an active investor in both the public and private markets and 

directly manages a portfolio of hedge funds. Across all investment strategies, JAWS employs a fundamental, valueoriented 

approach to investing and seeks to earn above-average, risk-adjusted returns. Prior to co-founding JAWS, 

Eby worked at Morgan Stanley and served as an officer in the U.S. Navy. He is a graduate of the United States Naval 

Academy and Harvard Business School. 

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panelists 

Toby Eccles is Development Director of Social Finance Ltd., a London-based organization created in 2007 to build 

an effective social investment market in the U.K. It provides access to capital and advice to investors and social-sector 

entities interested in delivering significant social impact. Eccles has been working on impact investment since October 

2005, when he joined the Commission on Unclaimed Assets. Previously he was director of research at ARK, a childfocused 

foundation, where he built programs in the U.K. and South Africa. In the commercial world, Eccles worked in 

corporate finance at UBS Warburg, and for Data Connection, a leading British software company. He is a non-executive 

director of Antidote, a charity developing emotional intelligence in schools. Eccles holds a bachelor’s degree in 

mathematics from the University of Oxford. 

Neil Eckert is CEO of Climate Exchange Plc, which owns the European Climate Exchange (ECX) and the Chicago 

Climate Exchange (CCX). ECX, in a joint venture with the Intercontinental Exchange, trades EU emissions trading 

system futures and currently handles more than 80 percent of EU volume. CCX is the only legally binding, voluntary 

U.S. exchange trading carbon permits and sulphur futures. Eckert is also chairman of Trading Emissions Plc, one of 

the world’s leading funds investing in emissions reduction permits. He is on the board of the Isle of Man Assurance 

Company; Ebix Inc., an insurance-based software company; Ri3K, a U.K. technology hub for the reinsurance market; 

and Evofem Inc., a U.S. health-care company. Until 2005, Eckert was CEO of Brit Insurance Holdings Plc, a British and 

international insurance and reinsurance company that he founded in 1995. He is also chairman of Design Technology & 

Innovation Ltd., a patenting and intellectual property company. 

Zvi Eckstein is Deputy Governor of the Bank of Israel and a Professor of Economics at Tel Aviv University. He headed 

the inter-ministerial committee appointed by the Israeli government to formulate a policy regarding foreign workers, 

and he currently leads two other inter-ministerial committees – one for reviewing policy related to employment in Israel 

and the other for regularization, supervision and enforcement of policies regarding the employment of Palestinians and 

Jordanians in Israel. As a researcher, Eckstein specializes in macroeconomics, economic growth and demography, the 

economic history of the Jewish people, and issues related to Israel’s economy. He is a fellow of the Econometric Society, 

the Institute for the Study of Labor and the Centre for Economic and Policy Research as well as an editor of the European 

Economic Review. He has a bachelor’s degree from the University of Tel Aviv and a Ph.D. from the University of Minnesota. 

Chas Edelstein is Co-CEO of the Apollo Group Inc. Before joining Apollo Group, he spent more than 20 years 

with Credit Suisse, most recently serving as a managing director and heading the Global Services Group within the 

Investment Banking Division, as well as the Chicago investment banking office. Prior to Credit Suisse, he was an auditor 

and management consultant at Price Waterhouse (now PricewaterhouseCoopers). Edelstein received a bachelor’s 

degree from the University of Illinois and an M.B.A. from Harvard Business School, where he graduated as a Baker Scholar. 

Patrik Edsparr is Global CEO of Citadel Securities. He joined Citadel in 2008 to help drive the firm’s global growth 

strategy. He previously spent 12 years at JPMorgan Chase, where he was a member of the Executive Committee and 

global head of rates and foreign exchange, securitized products and fixed-income exotics and hybrids. Edsparr also 

built and managed the global proprietary positioning and principal investments business. He began his career at 

Lehman Brothers. He received a bachelor’s degree from Sweden’s Uppsala University, a master’s degree from the Royal 

Institute of Technology in Stockholm, and an M.B.A. from the Stockholm School of Economics. Edsparr was a Fulbright 

Scholar at the Massachusetts Institute of Technology, where he received a Ph.D. 

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panelists 

Christopher Egerton-Warburton is a Partner at Lion’s Head Global Partners. An expert in the structuring 

and execution of innovative financing solutions, Egerton-Warburton spent 14 years at Goldman Sachs in the Debt 

Capital Markets Group, most recently as head of the sovereign, supranational and agency team, before he established 

Lion’s Head. He spent six years within the EEMEA (Eastern Europe, Middle East, and Africa) emerging markets team, 

where he worked primarily in Greece, Hungary, Israel, Turkey and South Africa. He also led the European sovereign 

financing team, providing vanilla and innovative financing solutions to Goldman Sachs’ leading franchise in this sector. 

Egerton-Warburton was the lead banker on the multilateral development institution The International Finance Facility 

for Immunisation (IFFIm), on behalf of the governments of France, Italy, Norway, Spain, South Africa, Sweden and the 

U.K. He received an M.A. in biochemistry from Christ Church College at Oxford University. 

Mohamed El-Erian is CEO and Co-Chief Investment Officer of the global investment firm PIMCO. He previously 

served as president and CEO of Harvard Management Company Inc. and as a faculty member of Harvard Business School. 

He spent 15 years at the International Monetary Fund before moving to the private sector, serving as managing director 

at Salomon Smith Barney/Citigroup in London. He is currently a board member of the National Bureau for Economic 

Research, Cambridge in America and the Peterson Institute for International Economics, and he chairs Microsoft’s 

Investment Advisory Committee. A frequent contributor to the Financial Times and Newsweek, he is the author of the 

2008 best-seller When Markets Collide: Investment Strategies for the Age of Global Economic Change. El-Erian received a 

bachelor’s degree from the University of Cambridge, and master’s and doctorate degrees from the University of Oxford. 

Alec Ellison heads Jefferies & Company Inc.’s Global Technology Group and sits on the firm’s Executive Committee. 

He joined Jefferies in 2003, when the firm acquired Broadview International, of which he was president. With more than 

23 years of experience in technology investment banking, Ellison has completed more than 150 transactions. He has 

particular expertise in enterprise software mergers and acquisitions, with a focus on vertical applications companies. 

Prior to joining the firm, he worked in the Technology Group at Morgan Stanley. Ellison holds a bachelor’s degree from 

Yale University and an M.B.A. from Harvard Business School. 

Neveen El-Tahri is Chairperson of Delta Holding for Financial Investments, focusing on private equity and venture 

capital primarily for small and medium-size enterprises and entrepreneurs. She also chairs Delta Financial Solutions and 

Upper Egypt Leasing and is the Egypt country representative for the Royal Bank of Scotland (previously ABN AMRO Bank 

Egypt). The first woman to sit on the board of the Egyptian Stock Exchange, she serves on several public and private 

boards, including Telecom Egypt, Banque Misr, Egyptian Railway Projects & Transport Company, Egypt Information 

Dissemination Company and Cairo Oil and Soap. In 2008 El-Tahri was named in a Financial Times special report as one of 

the leading businesswomen in the Arab world, and in March 2010, Egypt Business Today named her one of the five most 

successful businesswomen in Egypt. She received a bachelor’s degree in economics from Cairo University. 

Israel “Izzy” Englander is Chairman and CEO of Millennium Partners. He has more than 35 years of experience 

in securities and derivatives across a broad range of instruments and strategies. Englander has worked as a floor broker 

and trader on the American Stock Exchange, has owned a specialist operation since 1982, is a former chairman of the 

Specialist Association and has served on numerous exchange committees, including allocations, allocation procedures, 

emerging company marketplace, options and special allocations. He founded the firm in 1989. Englander graduated 

from New York University with a B.S. in finance and attended the New York University Graduate School of Business 

Administration. 

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panelists 

John Engler is President and CEO of the National Association of Manufacturers (NAM), the largest industry trade 

group in America. A former three-term governor of Michigan, Engler became NAM’s president in 2004. In that role, he 

promotes a broad-based agenda for maintaining U.S. competitiveness, opening foreign markets to U.S. manufactured 

goods, developing abundant domestic energy supplies and modernizing U.S. infrastructure. As governor, he signed 32 

tax cuts into law – saving Michigan taxpayers some $32 billion – and helped create more than 800,000 jobs during his 

tenure, taking Michigan’s unemployment rate to a record low. Prior to becoming Michigan’s governor in 1991, Engler 

served for 20 years in the Michigan Legislature, including seven years as state Senate majority leader. He currently 

serves on the boards of Delta Airlines, Universal Forest Products, the Wolf Trap Foundation and the Annie E. Casey 

Foundation and is a past chairman of the National Governors’ Association. 

Mark Ernst is Deputy Commissioner for Operations Support at the Internal Revenue Service, responsible for the IRS 

technology portfolio, cybersecurity and identity protection, work force policies, support and development, real estate 

services, agency-wide procurement, and accounting and control over both IRS financial operations and governmentwide 

revenue accounting. Before joining the IRS, Ernst was chairman and CEO of H&R Block, where he led efforts to 

broaden the range of services to Block’s traditionally middle- and lower-income consumers. Previously, Ernst held 

positions at American Express Company, PricewaterhouseCoopers and the U.S. Treasury Department Comptroller of 

the Currency. Ernst holds a B.S. from Drake University, where he serves on the board of trustees. He received his M.B.A. 

from the University of Chicago Booth School of Business, where he is an advisory board member. He has held numerous 

public, private and nonprofit board positions. 

Shelly Esque is Vice President of the Legal and Corporate Affairs Group and Director of Corporate Affairs at Intel Corp. 

She also serves as President of the Intel Foundation. Esque oversees corporate social responsibility, education, media 

relations, government and community affairs programs with team members in more than 30 countries. She joined Intel 

in 1996 as manager of public affairs for the Arizona site and gradually became responsible for U.S. public affairs, and 

then worldwide public affairs as well as corporate social responsibility. After the Corporate Affairs Group was formed 

in 2006, Esque’s responsibilities broadened to include Intel’s worldwide education programs. As president of the Intel 

Foundation, the company’s primary philanthropic arm, she oversees programs that advance education and improve 

communities worldwide through national and local grants that help fuel innovation in classrooms and empower women 

and underserved youths. Esque received a bachelor’s degree in communications from Arizona State University. 

Colin Fan, a Managing Director at Deutsche Bank, is the firm’s Head of Global Credit Trading and Head of Emerging 

Markets Debt Trading. In both roles he serves as the global head of the respective product groups. Fan is also a member 

of the Global Markets Executive Committee. Previously, he was the head of all Asian equities products and businesses 

for Deutsche Bank, based in Hong Kong. Prior to assuming that role, he was the global head of convertibles trading 

and co-head of structured credit trading, based in New York. He joined Deutsche Bank as a credit trader in 1998 after 

working for UBS and Merrill Lynch. Fan holds a bachelor’s degree in history and science from Harvard University. 

Kenneth Feinberg is Founder and Managing Partner of Feinberg Rozen LLP and the Special Master for TARP 

Executive Compensation, overseeing the compensation of top executives at companies that received federal bailout 

assistance. Feinberg was also the special master of the federal September 11th Victim Compensation Fund of 2001, 

determining compensation for victims’ families. A leading expert in mediation and alternative dispute resolution, 

he was one of three arbitrators selected to determine the fair market value of the Zapruder film of the Kennedy 

assassination and has been involved in claims processes involving Hurricane Katrina, AIG and the shootings at Virginia 

Tech University. Feinberg has served as an adjunct professor of law at numerous universities and as an officer or board 

member at myriad nonprofit and professional organizations. He received a bachelor’s degree from the University of 

Massachusetts and a J.D. from New York University School of Law. 

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panelists 

Lewis Feldman, a Partner in Goodwin Procter’s Real Estate, REITs & Real Estate Capital Markets Group, chairs the 

firm’s Los Angeles office, heads its Public/Private Development Practice and previously served on the firm’s Executive 

Committee. One of the nation’s leading real estate and public finance attorneys, Feldman specializes in structuring, 

entitling and executing large-scale financings for real estate industry participants and the public sector. He has advised 

clients on more than $70 billion in debt and equity financings for apartments, master-planned residential communities, 

industrial and manufacturing facilities, urban entertainment centers, educational facilities, retail malls, hospitals, mixeduse 

projects, destination resorts and hotels, brownfield remediation, green building, mitigation banks, transportation 

projects and all forms of public infrastructure. In addition, he is a frequent lecturer and author on real estate and finance 

matters. He received his J.D. from the University of California, Davis, where he was executive editor of the Law Review. 

Richard Ferlauto joined the Securities and Exchange Commission’s Office of Investor Education and Advocacy in 

January 2010 as Deputy Director for Policy. Prior to joining the SEC, he was director of Corporate Governance and Public 

Pension Programs for the American Federation of State, County and Municipal Employees, where he was responsible for 

representing public employee interests in public retirement and benefit systems. Ferlauto has also served as managing 

director of Proxy Voter Services, a division of Institutional Shareholder Services, which provides proxy advisory services 

to Taft-Hartley and public fund plan sponsors. He also was a consultant with the AFL-CIO, where he helped launch the 

Office of Investment and its corporate governance program. Ferlauto was founder and chairman of ShareOwners.org 

and was named one of the most influential people in corporate governance by Directorship Magazine from 2006 to 

2009. He is a graduate of Georgetown University. 

Tilman Fertitta is Chairman, President and CEO of Landry’s Restaurants Inc., a leading casual dining, entertainment, 

gaming and hospitality company. The company operates more than 200 properties in 27 states and a number of 

international properties. Landry’s owns and operates several restaurant chains, including Chart House, Landry’s Seafood 

House, Rainforest Café, Saltgrass Steakhouse and T-Rex Cafe, as well as the Signature Series: Vic and Anthony’s, Brenner’s 

Steakhouse, Grotto, La Griglia, Pesce and Willie G’s Seafood & Steakhouse. Landry’s also operates gaming, hospitality 

and entertainment venues, including the Golden Nugget Hotel and Casino in Las Vegas, the Kemah Boardwalk, the San 

Luis Resort, Inn at the Ball Park, Downtown Aquarium Denver and Houston, and the Towers of Americas in San Antonio, 

Texas. Fertitta’s many honors include an “Entrepreneur of the Year” award from Ernst & Young and induction into the 

Texas Business Hall of Fame. He sits on several boards of major community organizations. 

Carly Fiorina is a Republican candidate for the U.S. Senate from California. She is perhaps best known as the former 

chairman and CEO of Hewlett-Packard (HP), where she became the first, and to date, the only woman to lead a Fortune 

20 company. During her tenure, from 1999 to 2005, HP’s revenues doubled from $44 billion to $88 billion. Her career 

has also included more than 20 years at AT&T and Lucent Technologies, where she led the largest-of-its-time IPO of 

Lucent and became president of its largest business. Fiorina chairs the Technology Policy Institute, is a global envoy for 

Lance Armstrong’s Livestrong organization and serves as vice chair of the Initiative for Global Development. She is a 

trustee of the Massachusetts Institute of Technology, where she received a master’s of science in business. In addition, 

she holds a bachelor’s degree from Stanford University and an M.B.A. from the University of Maryland. 

Stephen Fireng is President and CEO of Embanet ULC, one of the founding companies in the online education 

industry. Under his direction, Embanet partners with universities across North America to develop and expand their 

online degree programs. Fireng was previously group president of Career Education Corp.’s online division and art and 

design division, leading the online and brick-and-mortar campuses of American InterContinental University, Colorado 

Technical University and International Academy of Design and Technology. A pioneer in the postsecondary online 

learning sector, Fireng managed a portfolio of almost $1 billion in revenues and led the launches of Career Education’s 

online universities, growing them from 3,000 to 32,000 students in five years. During almost a decade at CEC, he served 

as chancellor of Colorado Technical University Online and as senior vice president of marketing and admissions for that 

school and American InterContinental University Online. Fireng is a graduate of Northern Arizona University. 

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panelists 

David Fischer is Senior Vice President and Chief Investment Officer of Reinsurance Group of America Inc., 

responsible for handling asset allocation, investment strategy, alternative assets and investment reporting. He and 

his team manage an $18 billion global investment portfolio for RGA around the world. The company has substantial 

investments in fixed-income securities in six major currencies, as well as investments in private placements, commercial 

mortgage loans, private equity and alternative assets. Fischer oversees an internal investment management team and 

eight third-party money managers for various investment mandates. He focuses primarily on investment policies, 

investment strategy and tactics, and risk management. Before joining RGA in 2004, he was a principal at Capstone 

Advisors and a vice president and portfolio manager with Lincoln National. Fischer is a member of the CFA Institute, the 

CFA Society of St. Louis and the Investment Analysts Society of Chicago. 

John Fisher is the President of Pisces Inc., a company he founded in 1992 as an investment and management office 

for the Fisher family. In addition, he is a founding partner of Sansome Partners, an investment partnership. Fisher is 

chairman of the KIPP Foundation board of directors and serves on the board of the Alliance for School Choice and the 

Charter School Growth Fund. He and his brothers started and serve on the board of the City Fields Foundation, which 

was established in 2005 to address the ongoing shortage of playfields in San Francisco and to help the city provide 

sports facilities for all types of play. Fisher holds a B.A. from Princeton University and an M.B.A. from the Graduate School 

of Business at Stanford University. 

Henrik Fisker is the Co-Founder and CEO of Fisker Automotive Inc. He and partner Bernhard Koehler founded Fisker 

Coachbuild LLC in 2005 with the goal of designing and creating environmentally friendly cars that don’t compromise on 

beauty or design. Fisker has spent 20 years in auto design, leaving his thumbprint on such vehicles as the BMW Z8, the 

Aston Martin DB9 and B8 Vantage, as well as the Fisker Tramonto and Latigo CS. Previously, Fisker held several positions 

at Ford Motor Company, including creative director for Ingeni, Ford’s London-based design center; board member and 

design director for Aston Martin; and director of Ford’s Global Advanced Design Studio in Irvine, California. Before that, 

Fisker was president and CEO of Designworks/USA, BMW’s California-based industrial design subsidiary. He began his 

career at BMW Technick GmbH in Germany. Fisker is a graduate of The Art Center College of Design. 

Pierre Fitzgibbon joined Atrium Innovations as President and CEO in 2007. Atrium Innovations is a leader in the 

development, manufacturing and marketing of added-value products for the health and nutrition industry. In 2002, 

Fitzgibbon joined National Bank Group as a vice chairman of National Bank Financial, bringing a range of expertise, 

including corporate direction and finance, mergers and acquisitions, and strategic planning. From 2005 he held the 

position of senior vice president of finance, technology and corporate affairs at National Bank of Canada. Fitzgibbon 

also served as president and managing director of New World Mobility, a wireless communications solutions provider in 

Hong Kong. He also held executive positions in finance, corporate and business development at Telesystem International 

Wireless in Canada and Asia. Fitzgibbon received a bachelor’s degree from l’École des hautes études commerciales of 

Montréal (affiliated with l’Université de Montréal) and a certificate in general management from Harvard Business School. 

William Fleissig is President of Communitas Development Inc., a San Francisco-based company focused on mixedincome 

and mixed-use projects in three niche locations: university towns, transit station districts and older “greyfield” 

malls. Communitas also advises property owners and cities on how to achieve their development goals. Through an 

affiliate company, Urban Villages Inc., Fleissig is a partner in developing West Village at the University of California, 

Davis. Now under construction, the 130-acre village will incorporate 2,000 student beds; 343 affordable faculty and 

staff homes; a mixed-use village square with shops and services; classroom space; parks and recreation fields; and all 

on-site infrastructure. Until 2005, Fleissig was a co-founder of Continuum Partners LLC, where he was responsible for 

coordinating the firm’s planning, design and entitlement activities on all projects. He received a B.A. from the University 

of Pennsylvania; a B.Arch from the City College of New York and an M.P.A. from Harvard’s Kennedy School of Government. 

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panelists 

Luigi Fontana is a Research Associate Professor of Medicine and Associate Director of the Longevity Research 

Program at Washington University in St. Louis. An internationally recognized scientist, author and expert in the fields of 

nutrition and healthy aging, he is also the director of the Division of Nutrition and Aging at the Italian National Institute 

of Health in Rome. Fontana’s research focuses on the role of diet and exercise in preventing age-associated chronic 

diseases and in promoting healthy aging. He is investigating the effects of calorie restriction, plant-based diets and 

endurance exercise on cardiovascular risk factors and function, inflammation, immune function, glucose tolerance, 

bone metabolism and quality of life. He is also studying the endocrine role of abdominal fat storage as a mediator of 

insulin resistance and accelerated aging. Fontana received an M.D. from the Verona University Medical School and a 

Ph.D. in metabolism from the University of Padua Medical School. 

Steve Forbes is Chairman and CEO of Forbes Media, and Editor-in-Chief of Forbes magazine. Under his leadership, 

the company has launched numerous publications and businesses, including ForbesLife, ForbesWoman, Forbes Asia, and 

foreign-language editions of the magazine. The company also publishes a number of investment newsletters. Forbes writes 

monthly editorials for the magazine and Forbes.com, which attracts more than 20 million unique monthly visitors. The 

company is active in new media, with Investopedia.com, an online portal for investor education, as well as RealClearPolitics. 

com, RealClearMarkets.com and RealClearSports.com among its properties. A candidate for the Republican presidential 

nomination in 1996 and 2000, Forbes serves on the boards of The Ronald Reagan Presidential Foundation & Library, The 

Heritage Foundation, the Foundation for the Defense of Democracies, Memorial Sloan-Kettering Cancer Center and 

Pepperdine University’s School of Public Policy. He received a bachelor’s degree from Princeton University. 

Joseph Fortunato is CEO of GNC Corp., a specialty retailer of nutritional supplements. Fortunato joined GNC in 

1990 and has held the offices of senior executive vice president, chief operating officer, executive vice president of 

retail operations and store development, senior vice president of store development and operations, vice president 

of financial operations and director of financial operations. Before joining GNC, he was the controller of Motor Coils 

Manufacturing Co. in Pennsylvania and later president of Fortunato & Associates Financial Consulting Group. 

Vicente Fox served as President of Mexico from 2000 to 2006, marking the first time that the dominant Institutional 

Revolutionary Party (PRI) had lost a presidential election since 1920. Under his leadership, the country experienced a 

period of fundamental economic strength and stability. As governor of Guanajuato from 1995 to 1999, Fox saw the 

state become the fifth most important Mexican state economy and, in certain sectors, surpass the national average. 

Previously, Fox worked with the Coca-Cola Company, advancing from a route supervisor to company president for 

Mexico and Latin America. Since leaving office, he has been involved in the development of Centro Fox, a center for the 

advancement and study of democracy that encourages commitment and solidarity among the Mexican population for 

the underprivileged. Fox studied business administration at the Universidad Iberoamericana and received a diploma 

from the Advanced Management Program at Harvard Business School. 

Everaldo Franca is CEO and Founder of PPS Portfolio Performance Ltd., an investment consultancy focusing 

on Brazilian pension funds, asset allocation, risk management and portfolio performance evaluation. Founded in 

2006, PPS has been recognized in Brazil as one of the most respected firms in its field, and Franca has been named 

“Investment Consultant of the Year” for the past three years by Brazilian pension funds. Before founding PPS, Franca 

worked in the Brazilian financial industry for 11 years. Prior to that, he served as chief financial officer of ECOM Group, 

a soft-commodities multinational company. He has taught finance at Mackenzie Presbyterian University in São Paulo 

and in the M.B.A. program of the University of São Paulo’s Institute of Administration Foundation. He co-authored the 

books Risk Management in Pension Funds and Business Finance in Less Developed Capital Markets. Franca received an 

engineering degree, and a master’s and Ph.D. in finance, from the University of São Paulo. 

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panelists 

Martin Franklin is Chairman and CEO of Jarden Corp., a leading provider of niche consumer products, including 

outdoor gear and consumer solutions for the home. Its brands include Coleman, Penn, Rawlings, Crock-Pot, FoodSaver, 

Mr. Coffee, Oster, Seal-a-Meal, Sunbeam, Bee, Bicycle and First Alert. Headquartered in Rye, N.Y., Jarden has more than 

20,000 employees worldwide. Franklin is also a principal and executive officer of a number of private investment entities. 

He has previously served as chairman of Bollé Inc., Lumen Technologies Inc. and Benson Eyecare Corp. A director of 

Kenneth Cole Productions Inc. and GLG Partners Inc., Franklin is also chairman of Liberty Acquisition Holdings Corp. 

Paul Fribourg is Chairman and CEO of the Continental Grain Company, an international agribusiness and investment 

company. Prior to assuming the helm of one of the largest privately held corporations in the United States, he held a 

variety of positions within the firm, including merchandiser, product line manager, group president and chief operating 

officer. A board member of Loews Corp., Apollo Global Management LLC and The Estee Lauder Companies, he also serves 

on the JP Morgan National Advisory Board and the Rabobank International North American Agribusiness Advisory. He 

is also a board member of the Harvard Business School Board of Dean’s Advisors, the NYU Mitchell Jacobson Leadership 

Program in Law and Business Advisory Board, the America-China Society, the Appeal of Conscience Foundation and 

Endeavor Global Inc. A member of the Council on Foreign Relations, Fribourg holds a bachelor’s degree from Amherst 

College and completed the Advanced Management Program at Harvard Business School. 

Alexander Friedman is the Founder and Managing Partner of Asymmetry LLC, a private investment company 

launched in March 2010. Previously, he was chief financial officer for the Bill & Melinda Gates Foundation, where his 

duties included overseeing all financial matters, strategic planning, measurement and evaluation, and contracts. 

Friedman was behind the foundation’s innovative use of its balance sheet to support program-related investments and 

managed its $400 million PRI fund. Friedman has also worked as an investment banker with Lazard and led corporate 

development at Medarex, a biotechnology company. He was a White House fellow and an assistant to the secretary of 

defense for special projects in the Clinton administration. A member of the Council on Foreign Relations, he serves on 

the boards of the Seattle Art Museum and the Access Fund. Friedman received a J.D. from Columbia Law School, an 

M.B.A. from Columbia Business School, and a bachelor’s degree from Princeton University. 

Michael Froman is the Deputy Assistant to the President and Deputy National Security Advisor for International 

Economic Affairs. In addition, he chairs the Major Economies Forum on Energy and Climate; this group of the largest 

industrial and emerging economies has been working through issues related to the Copenhagen negotiations. He is 

also the U.S. government co-chair of the Transatlantic Economic Council, the U.S.-India CEO Forum and the U.S.-Brazil 

CEO Forum. Froman was previously an executive with Citigroup, a senior fellow at the Council of Foreign Relations and 

a resident fellow at the German Marshall Fund. In the 1990s, Froman spent seven years in the federal government, with 

the Treasury Department, the National Security Council and the National Economic Council. He received a bachelor’s 

degree from Princeton University, a doctorate in international relations from Oxford University and a law degree from 

Harvard Law School, where he was an editor of the Harvard Law Review. 

David Frum is the Editor of FrumForum.com. He is also a commentator on American Public Media’s “Marketplace” 

program; a columnist for Time, CNN.com, The Week, and Canada’s National Post; and the author of six books, the most 

recent being Comeback: Conservatism That Can Win Again, published in 2007. In 2007-2008, he was senior foreign policy 

advisor to the Rudy Giuliani presidential campaign. In 2001-2002, Frum served as a special assistant to President Bush. 

He is also a member of the board of directors of the Republican Jewish Coalition. Frum received a simultaneous B.A. 

and M.A. in history from Yale, where he was appointed a visiting lecturer in history. He received a J.D. from Harvard Law 

School, where he was president of the Federalist Society. 

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panelists 

John Gapper is Associate Editor and Chief Business Commentator of the Financial Times. He writes a weekly column 

about business trends and strategy. He also contributes leaders and other articles. Gapper has worked for the FT since 

1987, covering labor relations, banking and the media. In 1991-92, he was a Harkness Fellow of the Commonwealth 

Fund of New York and studied U.S. education and training at The Wharton School of the University of Pennsylvania. He 

is co-author, with Nicholas Denton, of All That Glitters, an account of the 1995 collapse of Barings Bank. 

Wayne Gattinella is President and CEO of WebMD, the most recognized brand in online health information, and 

a member of the Board of Directors. Gattinella has significantly expanded WebMD’s revenues and profitability since 

taking it public in 2005. Previously he was president of the WebMD segment of HLTH Corp., WebMD’s former parent 

company. Prior to that, Gattinella held senior management positions at companies including People PC, Merck-Medco 

(now Medco Health Solutions) and MCI Telecommunications. As executive vice president for Merck-Medco, Gattinella 

helped to grow the company’s market position as the leading prescription benefits management company. During his 

decade with MCI, he led consumer product development, sales and marketing during the most competitive period in 

the long-distance market. Gattinella is a board member of the Drexel University College of Medicine. He received a B.S. 

in marketing and finance from Drexel University and an M.B.A. from St. Joseph’s University. 

Jeffrey Gedmin is President and CEO of Radio Free Europe/Radio Liberty, which serves 25 million people in 20 

countries. He was previously director of The Aspen Institute, a resident scholar at the American Enterprise Institute 

and executive director of AEI’s New Atlantic Initiative. His articles on U.S. foreign policy and diplomacy have appeared 

in leading publications, and he is the author of The Hidden Hand: Gorbachev and the Collapse of East Germany. He was 

also co-executive producer of the documentary “Spain’s 9/11 and the Challenge of Radical Islam in Europe.” Gedmin is a 

member of the Council on Foreign Relations and serves on the board of the Council for a Community of Democracies. 

He received a Ph.D. in German area studies and linguistics from Georgetown University; his master’s and bachelor’s 

degrees are from American University in Washington, D.C. 

Frank Gehry has designed acclaimed public and private buildings in the United States, Europe and Asia during 

an architectural career that has spanned five decades. His work has earned several of the most significant awards in 

the field, including the Arnold W. Brunner Memorial Prize in Architecture, the Pritzker Prize, the National Medal of Arts, 

the AIA Gold Medal and the Royal Institute of British Architects Gold Medal. Among his most notable projects are 

the Guggenheim Museum in Bilbao, Spain; the Jay Pritzker Pavilion and BP Bridge in Chicago’s Millennium Park; and 

the Walt Disney Concert Hall in Los Angeles. Gehry received a bachelor of architecture degree from the University of 

Southern California and studied city planning at the Harvard University Graduate School of Design. 

Jay Gellert is President and CEO of Health Net Inc., one of the nation’s largest publicly traded managed healthcare 

companies. Its health plans and government contracts subsidiaries provide health benefits to more than 6 

million individuals across the country through group, individual, Medicare, Medicaid and TRICARE and Veterans Affairs 

programs. Gellert joined the company in 1996 as president and chief operating officer of one of Health Net’s predecessor 

companies, Health Systems International Inc. He previously directed Shattuck Hammond Partners Inc.’s strategic advisory 

engagements in integrated delivery systems development, managed care network formation and physician groups 

practice integration. From 1988 to 1991, Gellert was president and CEO of Bay Pacific Health Corp., a Northern California 

HMO. He serves on several boards, including America’s Health Insurance Plans (AHIP) and Ventas Inc. He was appointed 

chairman of AHIP in June 2008. In addition, Gellert holds a bachelor’s degree from Stanford University. 

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panelists 

Paul Gigot is the Editorial Page Editor and Vice President of The Wall Street Journal, a position he has held since 

2001. He is responsible for editorials, op-ed articles and Leisure & Arts criticism, and directs the editorial pages of the 

Asian and European editions and OpinionJournal.com. He also hosts “The Journal Editorial Report,” a weekly half-hour 

news program on the Fox News Channel. Gigot joined the newspaper in 1980 as a reporter in Chicago, and in 1982 he 

became its Asia correspondent, based in Hong Kong. He won an Overseas Press Club award for his reporting on the 

Philippines. In 1984, he was named the first editorial page editor of The Wall Street Journal Asia. In 1987, he was assigned 

to Washington, where he contributed editorials and the weekly “Potomac Watch” column, which won the 2000 Pulitzer 

Prize for commentary. 

Laurent Gil is President and CEO of Viewdle, which provides visual analysis for professional and consumer media 

content. Viewdle utilizes facial recognition technology in a multi-modal approach that extracts information from all 

three dimensions of rich media: visual, text and audio. Gil previously worked in corporate finance at Crédit Agricole, 

with assignments in New York, Tokyo and Paris. While completing his M.B.A., he co-founded a boutique investment 

bank in Brazil that executed several large transactions in the Latin American telecom sector. He also co-founded TAHO, 

a wireless Internet service provider in Rio de Janeiro. More recently, he spent a few years in West Africa, deploying 

wireless networks in high schools for his nonprofit organization. Gil graduated from the University of Bordeaux, holds 

a master’s degree from the French engineering school Supelec, a postgraduate management degree from the College 

des Ingenieurs in Paris and an M.B.A. from the University of Pennsylvania’s Wharton School. 

Alicia Glen is a Managing Director at Goldman Sachs, where she heads the Urban Investment Group (UIG), which 

focuses on providing capital to underserved urban markets and coordinating Community Reinvestment Act investing 

and lending. She serves on the UIG Investment, Diverse Business Engagement and Bank Management committees, 

and co-heads the firm’s 10,000 Small Businesses Initiative. UIG has invested in residential, mixed-use and commercial 

projects in Harlem, Brooklyn, the Bronx, Jersey City, Los Angeles, San Francisco and elsewhere, catalyzing more than 

$2 billion of development. Glen also serves on the boards of Enterprise Community Partners, the Corporation for 

Supportive Housing, the Bowery Residents Committee and the Citizens Housing and Planning Council. She was assistant 

commissioner for housing finance at the New York City Department of Housing, Preservation and Development from 

1998 to 2002. Glen is a graduate of Amherst College and Columbia University Law School. 

Irwin Gold is Co-Chairman of the Board of Directors of the international investment bank Houlihan Lokey, where he 

is also a Senior Managing Director and Co-Head of the Financial Restructuring Group, which he co-founded in 1988. He 

has led many of the group’s largest and most complex financial restructuring engagements, both in bankruptcy and 

out of court. He is the author of Valuation of the Restructured Enterprise and Its Effect on Negotiating Leverage. Gold has 

also served on the boards of numerous public companies and is a member of the International Insolvency Institute. 

Before joining Houlihan Lokey, he was a principal of the Seneca Group and vice president and director of corporate 

finance for Wood Bros. Homes, and he was associated with the corporate department of Gibson Dunn & Crutcher. Gold 

holds a J.D. from the University of Virginia School of Law and a B.A. from Duke University. 

Stanley Gold is President and CEO of Shamrock Holdings Inc., a diversified investment company wholly owned 

by the Roy E. Disney family. Shamrock has been a private equity investor in Israel for almost 25 years, having invested 

more than $350 million. Gold is also of counsel at Gang, Tyre, Ramer & Brown Inc., a Los Angeles law firm. Previously, 

he served as president of Shamrock Broadcasting Inc. and chairman of Central Soya Company Inc., Enterra Corp., Koor 

Industries Ltd. and Tadiran Communications Ltd. A past chairman of the Jewish Federation of Greater Los Angeles, he 

is a member of the University of Southern California’s Law Center Board of Councilors and its Keck School of Medicine 

Board of Overseers. Gold received his J.D. from the USC Gould School of Law. 

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panelists 

Duncan Goldie-Morrison is Chairman of Newedge and Senior Advisor to the CEO of Crédit Agricole CIB. Until 

2009, he was CEO of Calyon Americas, overseeing all commercial and investment banking activities in the Americas. 

He was previously a partner in a private equity and hedge fund business, non-executive director of Primus Guaranty 

and senior non-executive director of ICAP Plc, the largest inter-dealer broker. From 1993 to 2003, Goldie-Morrison 

held a number of positions at Bank of America (and its predecessor, NationsBank), culminating in his role as managing 

director and head of the Global Markets Group, Asia and Latin America. In 2003 he was elected to the Risk Hall of Fame 

for his contributions to the field of risk management. He also served on the boards of the ISDA and the Bond Market 

Association and as trustee of the Institute of International Bankers. 

Ed Goren is President of Fox Sports. A 46-time Emmy Award winner and executive producer of Fox Sports since 1994, 

he has been president of the division since 2000. Goren continues to serve as co-executive producer of all Fox Sports 

productions; oversees all aspects of Fox Sports’ television investments and partnerships; and spearheads the division’s 

strategy of pursuing major event programming. He had been a senior producer at CBS Sports since 1991 and worked 

on nearly every sport the network broadcast. During his tenure as senior producer, CBS Sports broadcast such major 

events as the World Series, the NCAA Basketball Tournament, the Masters and Super Bowl XXVI. Goren also produced 

CBS Sports’ Major League Baseball studio program in 1990, the “The College Football Report” and the annual Heisman 

Trophy Award presentation. Other credits at CBS Sports include serving as producer of NFL, NBA and NCAA basketball 

broadcasts. He graduated from Syracuse University. 

Michael Gough is Vice President of Experience Design at Adobe and the leader of Adobe’s Experience Design (XD) 

Team, an internal design practice focusing on the next generation of digitally enabled experiences. Adobe XD creates 

smart, sophisticated applications for desktop computers, laptops, mobile phones and beyond. A longtime advocate 

for quality in all digital experiences, Gough has been pushing the digital envelope for years. Previously, he was the 

chief creative officer at Macromedia, vice president of brand design at Nike, chief creative officer of Quokka Sports and 

creative director of Construct. 

Michael Granoff is Head of Oil Independence Policies for Better Place, a global provider of electric vehicle services. 

He helps government, industries and other stakeholders calibrate policies to end the effects of oil dependence on the 

economy, the environment and security. He is the founder of Maniv Energy Capital, a New York-based investment group 

that became the first investor in Better Place; it was also instrumental in the founding of Israel Cleantech Ventures, the 

first venture fund in Israel with an exclusive focus on clean tech. In 2004, Granoff became a founding board member 

of Securing America’s Future Energy, a Washington, D.C.-based group that works with corporate and retired military 

leaders to advocate for energy security policies. Before joining Maniv Energy, he founded Maniv Bioventures, which 

invested in early-stage life science companies. Granoff received a bachelor’s degree from Tufts University and an M.B.A. 

and J.D. from Northwestern University. 

Jim Gray has been a network television and national cable sportscaster since 1983. He is currently with Showtime, 

Westwood One Radio, The Golf Channel and NBC’s Olympic coverage. His career highlights include live TV or radio 

broadcasts of nine Olympic Games, 20 NFL Super Bowls, nine World Series, 19 NBA Finals, 12 NCAA Final Fours, 19 

Master’s tournaments and hundreds of championship boxing matches. He has reported on literally thousands of games 

and events in his career, as well as hosting a number of high-profile prime time specials. He has won numerous awards, 

including 11 national Emmys for journalism and reporting. Gray has been named by USA Today as “Sports Reporter of 

the Year” 12 times, and was named one of the “50 Greatest All-Time Sportscasters” by historian David Halberstam. He 

has conducted thousands of interviews, including sessions with Soviet President Mikhail Gorbachev and every U.S. 

president since Nixon. 

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panelists 

Courtney Mizel Green is the Founding Director and Chairman of the Center for Empowered Living and 

Learning (The CELL), a nonprofit institution dedicated to addressing terrorism. Its exhibits and programs provide a 

comprehensive look at security and related social challenges. Green has worked as a business consultant, advising 

existing and startup companies on human resources, marketing and financing issues. An active Milken Institute 

Associate and a member of the Institute’s Young Leaders Circle, she attended the Peter Stark Producing Program at the 

University of Southern California, during which she produced “Tortilla Heaven,” an independent feature film released 

last spring. Green graduated from The Wharton School of the University of Pennsylvania and received a J.D. from USC. 

Harvey Green is President and CEO of Marcus & Millichap Real Estate Investment Services, the largest investment 

real estate brokerage firm in the nation. In 2009, Marcus & Millichap completed more than 3,400 commercial property 

sales and financing transactions, the most in the industry. Green has been involved in every aspect of the real estate 

industry, including development, commercial leasing, investment sales and firm acquisition. He has been featured on 

CNBC’s “Power Lunch” and “Squawk Box” programs and on KABC Talk Radio. He is an Urban Land Institute Foundation 

governor and serves on the advisory boards for the California Real Estate Journal, Commercial Property News and Real 

Estate Forum. Green has written numerous articles on real estate that have appeared in The Wall Street Journal and other 

publications, and he has been the featured speaker at countless national real estate conferences. 

Jonathan Greenblatt is a faculty member at the Anderson School of Management at the University of California, 

Los Angeles, where he teaches social entrepreneurship. He is the founder and president of All for Good, an open-source, 

Web-based initiative designed to engage more Americans in service and volunteerism. Greenblatt was previously 

CEO of GOOD Worldwide, and he is the co-founder of Ethos Water, a bottled water brand now owned by Starbucks 

that helps children around the world get clean water. Greenblatt has advised nonprofit organizations on water and 

sanitation issues, worked at the National Economic Council in the Clinton White House and served on the Obama-Biden 

transition team. He is a Henry Crown Fellow of the Aspen Institute and a member of a UNICEF global task force on water 

and sanitation. Greenblatt has a B.A. from Tufts University and an M.B.A. from the Kellogg School of Management at 

Northwestern University. 

David Greendeer of Ho-Chunk/Narragansett, Deer Clan, is Executive Administrative Officer of the Ho-Chunk 

Nation of Wisconsin, serving under President Wilfrid Cleveland. Greendeer currently oversees 13 executive departments, 

878 government employees, 2,332 business employees and an average annual executive branch budget of $65 million, 

exclusive of enterprises. He protects the president’s vision and the nation’s integrity. Executive and legislative joint 

administrative highlights include: improving the executive and legislative relationship to resolve the Ho-Chunk Nation 

gaming compact with the state of Wisconsin; implementing business improvements that stabilized the nation’s financial 

foundation; separating and reforming the nation’s Health Department and Social Services Department; rebalancing the 

nation’s total debt load; exploring renewable energy options; creating investment criteria; and high-level due diligence. 

Greendeer holds a B.A. from Winona State University and an M.S. from the University of Wisconsin–Madison. 

David Gregory is Moderator of NBC’s Sunday morning talk show “Meet the Press.” Since he joined the program in 

late 2008, he has covered the Obama administration from all angles, reporting extensively on the economy, health-care 

reform and the ongoing wars in Iraq and Afghanistan. He also substitute anchors for “Today” and “Nightly News with 

Brian Williams,” and is a regular contributor and analyst for those programs, as well as MSNBC. Gregory joined NBC News 

in 1995. He has covered three presidential campaigns and served as NBC’s Chief White House Correspondent during 

the entire span of George W. Bush’s presidency. During that time, Gregory reported extensively on the 9-11 attacks 

and the wars in Afghanistan and Iraq. Previously, he worked as an NBC News correspondent based in Los Angeles and 

Chicago. Gregory received a bachelor’s degree from The American University in Washington, where he now sits on the 

Dean’s advisory council. 

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panelists 

Kenneth Griffin is Founder and CEO of Citadel Investment Group LLC, which includes Citadel Securities, Omnium 

and a division that executes alternative investment strategies across asset classes. Citadel operates in the world’s 

major financial centers, including Chicago, London, New York, Hong Kong and San Francisco. Griffin actively supports 

educational causes that drive community improvement. He is vice chairman of the Chicago Public Education Fund and 

a member of the boards of trustees for the Art Institute of Chicago and the Museum of Contemporary Art. Additionally, 

Griffin is a member of the World Economic Forum and the Economic Club of Chicago. He received a bachelor’s degree 

from Harvard College. 

James Guidera is a Managing Director at Crédit Agricole Americas. He is also Group Head for Natural Resources, 

Infrastructure and Power in North America and Regional Head of Project Finance Activities in North America. Crédit 

Agricole’s New York team is one of the foremost agent banks for syndicated project financings, ranked No. 1 in the 

arranger-bank league tables for the region in 2009. Guidera came to Crédit Agricole in 2003, when it acquired Credit 

Lyonnais, which he joined in 1992 as a senior transaction officer. At Credit Lyonnais, he led numerous syndicated 

project finance transactions focused in the energy sector prior to his promotion to group head in 1999. With more 

than 30 years of banking experience, Guidera was previously a senior banker in the project finance and energy groups 

of KOP bank and Bank of Boston. Before his banking career, Guidera practiced law in Philadelphia, and has a J.D. from 

Villanova University. 

Kevin Guitterrez is Deputy Superintendent of the Louisiana Recovery School District, where he supports 

curriculum and innovation initiatives. He formerly served as the chief academic officer of the Algiers Charter Schools 

Association, where he supported implementation of the Teacher Advancement Program (TAP) as well as other 

major educational and development initiatives. He previously worked for the Louisiana Department of Education’s 

Distinguished Educator program and was an administrator and teacher in St. Charles Parish Public Schools. Guitterrez 

also serves on the Louisiana Department of Education’s Accountability Commission, the Louisiana Department of 

Education’s Blue Ribbon Committee for Teacher Quality and the New Orleans United Way School to Career Advisory 

Committee. Guitterrez holds a master’s degree in educational leadership from the University of New Orleans and is a 

doctoral student at Southeastern Louisiana University. 

Peter Gunnerman is a Partner and Director of Advanced Refining Concepts LLC. He has spent the majority of 

his career in senior management positions at several private and public alternative fuel and fuel-related companies, 

including president of SulphCo Inc., which is in the business of upgrading crude oil. Currently, Gunnerman owns 

and operates Global 6 LLC, a privately held energy consulting company. He has served on the boards of Clean Fuels 

Technology Inc., based in Reno, Nev.; Advanced Fuels LLC, a joint venture company between Clean Fuels LLC and 

Caterpillar Inc., based in Peoria, Ill.; and Fujairah Oil Technology Ltd., based in Fujairah, United Arab Emirates. Gunnerman 

also sits on the board of the Reno Tahoe chapter of the Entrepreneurs’ Organization. 

Naren Gupta is Co-Founder of Nexus Venture Partners. Previously he co-founded Integrated Systems Inc. (ISI), an 

embedded software company, where he was president and CEO for 15 years. He took ISI public and subsequently 

merged it with Wind River Systems, where he served on the board until its recent acquisition by Intel. An active advisor 

to entrepreneurs worldwide, he also serves on the boards of Red Hat and Tibco. Gupta has over 20 years’ experience 

in early and early-growth stage investment in the U.S. and India. A fellow of the Institute of Electrical and Electronic 

Engineers, he holds a B.Tech. degree from the Indian Institute of Technology in Delhi, an M.S. from the California 

Institute of Technology and a Ph.D. from Stanford University. 

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panelists 

Stephan Gutzeit is Executive Director of Stiftung Charité, a foundation endowed by German entrepreneur 

Johanna Quandt to advance medical entrepreneurship. Gutzeit holds several other directorships, including at the 

foundation Arcadia Berlin Stiftung gGmbH. An experienced “knowledge entrepreneur,” he is also supporting the launch 

of the Charité Biomedical Fund, a venture capital fund focusing on investments in medical device companies, and he 

serves as a consultant to universities and foundations. Previously, Gutzeit worked for a global consultancy firm, started 

the first German liberal arts college and co-founded the second German school of governance. He was educated at 

Stanford and Harvard universities, where he studied chemistry and philosophy. 

Philip Haggerty is Vice President of Corporate Development at the Ontario Municipal Employees Retirement 

System (OMERS) in Canada. Prior to joining OMERS in 2007, he advised the pension fund on governance, government 

relations and strategy. Haggerty has experience in corporate strategy, governance, finance and commercialization, 

and politics, government and the public sector. He also has an academic background in physics, mathematics and 

biostatistics, and has studied finance and law. Haggerty is active in charitable institutions that work in global health and 

with indigenous persons. 

David Hall, Senior Managing Director of Wilshire Associates Incorporated, heads up Wilshire Equity Analytics, which 

provides complete global equity portfolio management analytic solutions. Hall, who serves on the board of directors, 

joined Wilshire Associates in 2005 after leading a team responsible for all relationship management functions of Wilshire 

Funds Management. With more than 25 years of experience, Hall is an accomplished financial services executive with 

an in-depth knowledge of the investment community and its array of strategies, products and services. Prior to joining 

Wilshire, Hall was president and CEO of Plexus Group, an investment consulting firm specializing in transaction cost 

analysis. He also headed institutional and international marketing for the Chicago Board Options Exchange from 1989 

to 1996. He received his B.A. in economics from Dartmouth College. 

Andrew Halle is Chairman of the Managing Board of ECOM Agroindustrial Corp. Ltd., a commodity trading 

company with primary operations in agricultural commodities such as cotton, coffee and cocoa. He previously served 

as the firm’s U.S./Mexico commodity director. Before joining ECOM, he worked with Bankers Trust in London, Paris and 

New York in the Commodity Finance Division. Halle graduated from Magdalen College at the University of Oxford with 

a bachelor’s degree in modern history and completed the Wharton Advanced Management Program. 

Margaret Hamburg is Commissioner of the U.S. Food and Drug Administration. Prior to her appointment in 2009, 

Hamburg served for four years as the senior scientist at the Nuclear Threat Initiative, a foundation dedicated to reducing 

the threat to public safety from nuclear, chemical and biological weapons. From 2001 to 2005, as the foundation’s vice 

president for biological programs, she advocated for broad reforms to confront the dangers of modern bioterrorism, as 

well as the threats of naturally occurring infectious diseases, such as pandemic flu. In 1997, Hamburg became assistant 

secretary for policy and evaluation in the U.S. Department of Health and Human Services. She previously served as 

commissioner of the New York City Department of Health and Mental Hygiene. Hamburg graduated from Harvard 

Medical School and completed her residency in internal medicine at what is now New York–Presbyterian Hospital/Weill 

Cornell Medical Center. 

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panelists 

Bryan Hannegan is Vice President for Environment and Renewables for the Electric Power Research Institute 

(EPRI), leading research into technologies and practices that enable cleaner and more efficient options for renewable 

power generation. Prior to joining EPRI in 2006, Hannegan served as the chief of staff for the White House Council on 

Environmental Quality and as an acting special assistant to the president for economic policy. During his tenure, he led 

the development of the president’s Advanced Energy Initiative and assisted federal agencies in their implementation of 

the Energy Policy Act of 2005. From 1999 to 2003, he served as staff scientist for the U.S. Senate Committee on Energy 

and Natural Resources. Hannegan holds a doctorate in earth system science and a master’s degree in engineering from 

the University of California, Irvine, and a bachelor’s degree in meteorology from the University of Oklahoma. 

Husain Haqqani has served as Pakistan’s Ambassador to the United States since 2008. As such, he is on leave from 

Boston University, where he has taught since 2004. Haqqani began his career as a journalist, working in Hong Kong 

as the East Asian correspondent for the journal Arabia: The Islamic World Review, as a correspondent for Far Eastern 

Economic Review and as a reporter for Voice of America, covering the war in Afghanistan. He served as advisor to three 

prime ministers and as ambassador to Sri Lanka. In 2002 Haqqani became a visiting scholar at the Carnegie Endowment 

for International Peace and a lecturer at the Johns Hopkins School of Advanced International Studies. He has written 

hundreds of articles for the world’s leading journals and newspapers, and is author of Pakistan Between Mosque and 

Military. Haqqani holds a B.A. and an M.A. in international relations from the University of Karachi. 

Maureen Harrington is a Director in the Corporate and Investment Banking group in New York for Standard 

Bank. She is also the Head of the Governments and International Organizations team, responsible for broadening 

solutions for governments, international organizations and others involved in African development initiatives. Before 

Standard Bank, Harrington held leadership roles at the Millennium Challenge Corp., including vice president for policy 

and international relations and managing director for African operations. She has also worked with the economic 

policy team at the Bureau of African Affairs at the U.S. State Department. Prior to that, Harrington was a senior associate 

at J.E. Austin, an emerging markets economic development consulting firm. Earlier, she led the Massachusetts Trade 

Office; spent eight years with the International Republican Institute, which supports democracy initiatives; and was a 

staff member for U.S. Rep. Wally Herger. She is a graduate of DePauw University and Harvard Business School. 

Joshua Harris is a Senior Managing Director of Apollo Global Management LLC and Managing Partner of Apollo 

Management LP, which he co-founded in 1990. Prior to 1990, he was in mergers and acquisitions at Drexel Burnham 

Lambert. Harris currently serves on the boards of Apollo Global Management, Berry Plastics Group Inc., CEVA Group Plc 

and Hexion Specialty Chemicals Inc., and is chairman of Momentive Performance Materials. He is also a member of The 

Federal Reserve Bank of New York Investors Advisory Committee on Financial Markets. Harris serves on the Council on 

Foreign Relations’ Corporate Affairs Committee; is a board member and advisory board chairman of the Department of 

Medicine at The Mount Sinai Medical Center; sits on the Undergraduate Executive Board of The Wharton School of the 

University of Pennsylvania; and serves on the board of Harvard Business School. He received a B.S. from Wharton and an 

M.B.A. from Harvard Business School. 

Scott Hartz is Executive Vice President of General Account Investments for Manulife Financial Corp., overseeing 

all U.S., Canadian and Asian general account investments. Before undertaking his current role, he oversaw Manulife’s 

U.S. balance sheet investments, and served as senior vice president and head of the Bond & Corporate Finance Group. 

Previously, Hartz was lead portfolio manager for John Hancock’s general account before Manulife acquired John 

Hancock in 2004. He also worked in John Hancock’s portfolio management group, the retail life marketing support 

group, and the investment strategy group as well as the asset/liability manager for the retail life segments. He helped 

develop the company’s use of financial futures for its hedging strategies, including managing and trading the futures’ 

book. A chartered financial analyst and a fellow of the Society of Actuaries, Hartz has a bachelor’s degree in physics and 

economics from Colby College. 

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panelists 

Alan Hassenfeld has been Chairman of the Executive Committee of Hasbro’s Board of Directors since 2008. 

Before assuming this role, Hassenfeld served in various positions, including chairman of the board, CEO, president, vice 

president of international operations, executive vice president, and vice president of marketing and sales. As president, 

Hassenfeld was largely responsible for building Hasbro’s international operations. He is a board member of salesforce. 

com as well as Hasbro’s two philanthropic divisions, the Hasbro Charitable Trust and the Hasbro Children’s Foundation. 

The former chairman of the Right Now! Coalition and Families First, Hassenfeld is also a member of the Dean’s Council 

at the Kennedy School of Government at Harvard University and the University of Rhode Island’s College of Business 

Administration’s Hall of Fame. Hassenfeld received a B.A. from the University of Pennsylvania and an honorary doctorate 

from Bryant College. 

Renee Haugerud is the Founder, Chief Investment Officer and Managing Principal of Galtere Ltd., a registered 

investment advisor managing more than $1 billion across several commodity-focused products. Throughout her 30year 

career, she has acquired expertise trading all asset classes, through posts in the U.S., Canada, the U.K., Switzerland, 

Australia and Hong Kong. She began her career trading cash commodities in the United States and Canada for 

Cargill Inc. and Continental Grain. At Cargill, she held global management roles on foreign exchange, fixed-income 

and commodities trading desks, finally returning to the U.S. as vice president/structural trading manager at Cargill’s 

corporate headquarters. After leaving Cargill, Haugerud managed proprietary trading desks for Natwest Markets and 

Hunter Douglas N.A. Her insight into how markets are affected by the psychology and relationships of macroeconomic 

trends makes her a sought-after speaker. She has been interviewed by CNBC, CNN, Barron’s, Forbes and Time. 

S. Alexander Haverstick II is CEO and Managing Partner of Boxwood Strategic Advisors, an advisory business 

dedicated to preserving and extending the economic power of its clients, who are people of significant wealth. He 

began his career as an attorney in New York, then joined the financial services side of Wall Street. He was, successively, 

a managing director at Kidder Peabody, Prudential Securities, Lehman Brothers and Deutsche Bank, where he created 

the client services area for families with wealth in excess of $100 million and developed risk mitigation, liability 

management and liquidity provision techniques. Most recently, he was president of Morgan Stanley Trust Company. 

Haverstick formed Boxwood Wealth Management in 2007 and refocused the firm in 2008 to provide balance-sheet and 

cash-flow advisory services in response to the issues and challenges faced by many of his clients. He is a graduate of 

Yale College and the Columbia University Law School. 

Habib Hazzan is the Managing General Partner and Co-Founder of Al-Bawader, the first investment fund targeting 

the Arab private sector in Israel. Al-Bawader is a $48 million fund established by Hazzan, with Pitango Venture Capital, 

Israel’s largest venture capital firm, and Jimmy Levy, founder of Galil Software. Hazzan previously served for three years 

as an engagement manager at McKinsey & Co. For 13 years, he held various consulting and strategic management 

positions in Israel, the Palestinian territories and worldwide with Elias Khoury law offices, IBM, PricewaterhouseCoopers 

and Adam Smith International. He is the co-chair of KavMashve (Employers Coalition for Equality for Arab University 

Graduates in Israel) and serves on the board of the Palestinian Al-Mustakbal Foundation for Strategic and Policy Studies. 

Hazzan holds an LL.B. and LL.M. from the Hebrew University of Jerusalem, and an M.B.A. from Emory University, where 

he received a Fulbright Scholarship. 

David Heber is the Founding Director of the Center for Human Nutrition at the David Geffen School of Medicine 

at the University of California, Los Angeles. In addition, he is a Professor of Medicine and Public Health at the School of 

Medicine, where he has been on the faculty since 1978. He is also the founding chief of the Division of Clinical Nutrition 

in the Department of Medicine. Heber has written nearly 200 peer-reviewed scientific articles, 60 book chapters and 

two professional texts: Dietary Fat, Lipids, Hormones and Tumorigenesis; and Nutritional Oncology. He has written four 

books for the public: Natural Remedies for a Healthy Heart, The Resolution Diet, What Color Is Your Diet and The L.A. Shape 

Diet. His main research interests are obesity treatment and nutrition for cancer prevention and treatment. Heber 

received a B.S. from UCLA and graduated from Harvard Medical School. He received a Ph.D. in physiology from UCLA. 

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panelists 

David Henderson is the Founder and Managing Director of XPV Capital Corp., an investment firm dedicated to investing 

in high-growth companies capitalizing on the opportunities created by the “new water economy,” a concept he developed. 

His experience includes negotiating partnerships with water multinationals, helping portfolio companies complete strategic 

acquisitions and advising governments and regulators on water technology adoption strategies. Having done business in the 

United States, China, South Korea, India and the European Union, he understands the complexities of building a successful 

global water enterprise. Henderson is an advisor for the U.S. Strategic Water Initiative, Ontario Clean Water Initiative and 

Imagine H2O. Prior to starting XPV Capital, he worked at the private merchant bank Kinghaven Capital Corp. (now VRG Capital), 

where he was responsible for leading portfolio company strategic partnerships, M&A transactions and direct investments in 

numerous industries. Henderson graduated from the Ryerson University School of Business in Toronto. 

Irv Henderson is Vice President of Product Development for Yahoo Mobile and Local, leading global product 

strategy and development for the company’s global, mobile services as well as local products across the PC and mobile 

platforms. Henderson joined Yahoo in 2004 and led product development teams in the global distribution of mobile 

communications products, including Mail and Messenger. At Yahoo, he co-invented the technology behind eight 

patent applications in mobile messaging and mobile Web browsing. Prior to his current role at Yahoo, Henderson was 

vice president of product development at Obopay, where he led the development of mobile payment applications and 

platforms for distribution through financial insitutions and wireless carriers. Henderson also served as the director of 

product management at Infospace Mobile, where he led product development for messaging and browsing applications. 

He received a B.A. in physics and economics from Whittier College and an M.B.A. in finance from Cornell University. 

Daniel Henry is CEO of NetSpend, the largest provider of reloadable prepaid debit cards in the United States. Henry 

is a leader in the global payments industry, particularly for his pioneering efforts in emerging markets. Before joining 

NetSpend, he was president and chief operating officer of Hungary’s Euronet Worldwide, a company he co-founded 

in 1994 to bring the convenience of ATM transactions to the cash-based Central European community. When Henry 

stepped down from his executive role in 2006, Euronet had revenues in excess of $800 million annually, was processing 

more than 2 million daily payment transactions in 23 countries and employed more than 1,100 workers worldwide. 

Henry received a B.S. from the University of Missouri-Columbia. 

Diane Hessan is President and CEO of Communispace, one of the fastest-growing social networking companies 

in the country, “with a blue chip client list that would make a Madison Avenue giant jealous,” according to Advertising 

Age. The company generates consumer insights for more than 100 major global brands via online communities, and 

it boasts a 90 percent client retention rate with a string of awards for innovation. Both as a business executive and as 

co-author of Customer-Centered Growth: Five Strategies for Building Competitive Advantage, Hessan has spent her 30-year 

career helping companies become customer-focused. She sits on more than a dozen boards and was a recent recipient 

of the Ernst & Young Entrepreneur of the Year Award. She is a graduate of Tufts University and Harvard Business School. 

She is also the co-founder of The Sound Bytes, an a cappella group that sings about business. 

James Heywood is Chairman and Co-Founder of PatientsLikeMe. An engineer, he entered the field of translational 

research and medicine when his brother Stephen was diagnosed with ALS in 1998. PatientsLikeMe is a personalized 

research and peer care platform that allows patients to share in-depth information on treatments, symptoms and 

outcomes. In 1999, Heywood founded the ALS Therapy Development Institute (ALS TDI), the world’s first nonprofit 

biotechnology company, where he served as CEO until 2007. Heywood was on Wired’s 2009 “Smart List” and Fast 

Company’s “10 Most Creative People in Healthcare.” PatientsLikeMe was named one of “15 companies that will change 

the world” by CNNMoney and ranked second on Fast Company’s list of innovative health-care companies. Heywood 

and brother Stephen, who died in 2006, were the subjects of the Pulitzer-winning biography, His Brother’s Keeper and 

the award-winning documentary “So Much So Fast.” 

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panelists 

Jon Hilsenrath is the Chief Economics Correspondent for The Wall Street Journal, where he covers the Federal 

Reserve, economic policy and economic trends out of Washington. He joined the Journal in 1997 and has worked in 

Hong Kong, New York and Washington, where he has written extensively on economics, markets and financial crises. 

His stories have been honored by the Society of Publishers in Asia, Columbia University, the Society of Business Editors 

and Writers, the Institute on Political Journalism and others. In 2001, he provided on-the-scene reporting of the Sept. 

11 terror attacks, part of the Journal’s breaking news coverage that was awarded a Pulitzer Prize. Hilsenrath received 

a bachelor’s degree from Duke University and an M.B.A. and master’s degree in journalism from Columbia University, 

where he was a Knight-Bagehot fellow in 1995-96. 

Paddy Hirsch is Senior Editor of “Marketplace,” the acclaimed business and financial news radio program produced 

by American Public Media. He works with the New York bureau and plays a key role in “Marketplace Whiteboard,” 

popular online videos that use stick figures to explain complex financial concepts. The segment was named an honoree 

in the 2009 Webby Awards. Hirsch has been a business and financial news reporter for more than 15 years. He has 

reported for news services in radio and television, in newspapers and on the Web. He has worked in Hong Kong, China, 

Vietnam, Cambodia, Thailand, Bosnia-Herzegovina and much of western Europe. He was in Southeast Asia when the 

Asian financial crisis hit and worked for a New York financial wire service when the market collapsed after 9/11. He 

made it to “Marketplace” just in time to lead coverage of the credit crunch, the collapse of Lehman Brothers and the 

subsequent panic of 2008. 

Gisel Hiscock is the Director of New Business Development for Global Developer Platforms and Emerging Markets at 

Google Inc. She joined Google in late 2003 to help prepare for its initial public offering. She helped lead the compliance 

strategy, establishing many of the international commercial deal policies, and worked closely with the executive team 

in developing some of Google’s largest partnerships. In 2008, she moved to London to lead new business development 

in Europe, the Middle East and Africa. Before Google, Hiscock worked in business development for Sony Pictures in its 

digital entertainment group and for Brandfever.com, an e-commerce startup. She has also worked in management 

consulting, tackling problems for financial institutions in Latin America, the U.S. and Europe. Hiscock has an M.B.A. from 

Harvard Business School and undergraduate degree in international affairs from the American University in Paris. 

Yossie Hollander is Chairman of the Israeli Institute for Economic Planning and has been involved in advancing 

free market laws and policies in Israel. Recently he founded the Our Energy Policy Foundation, an open-source 

expert discussion of U.S. energy policy under the watchful eye of the public. A successful serial entrepreneur and 

philanthropist, Hollander has 40 years of experience in the software industry and is among its pioneers. He founded 

New Dimension Software Ltd., served as chairman and CEO of the firm and took it public in 1992. The company was 

sold to BMC Software in 1999. In 1990, Hollander founded Jacada. Hollander now serves on the executive board and 

the management committee of the Weizmann Institute of Science, where he launched a renewable energy initiative. 

He is also on the Board of Councilors of the USC Shoah Foundation Institute. 

Michael Horn is the Co-Founder and Executive Director for Education at the Innosight Institute, a California think 

tank devoted to applying the theories of disruptive innovation to problems in the social sector. The institute is affiliated 

with Innosight Ventures, which works with a range of portfolio companies to shape IP, interesting technologies and 

new business ideas into disruptive, fast-growing businesses. Horn is the co-author of Disrupting Class: How Disruptive 

Innovation Will Change the Way the World Learns. The book uses theories of disruptive innovation to identify the root 

causes of schools’ struggles, and suggests a path forward to customize an education for every child in the way he or 

she learns. Horn has been a featured keynote speaker at many conferences, including the Virtual School Symposium 

and Microsoft’s School of the Future World Summit. He holds an A.B. from Yale University and an M.B.A. from Harvard 

Business School. 

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panelists 

Ardis Hoven is Chair-Elect of the Board of Trustees of the American Medical Association (AMA). A fellow of the 

American College of Physicians and the Infectious Disease Society of America, she has been a member of the AMA’s 

Board of Trustees since 2005. She previously served as a member and chair of the AMA Council on Medical Service, 

contributing to AMA policy on access to health care, covering the uninsured, and Medicare and Medicaid reform. 

Hoven has also held a variety of positions at her local hospital, including president of the medical staff, board member 

and president of the foundation board. She is medical director of the Bluegrass Care Clinic, an infectious disease and 

HIV/AIDS practice. Hoven received a bachelor’s degree and a medical degree from the University of Kentucky. She 

completed her internal medicine and infectious disease training at the University of North Carolina at Chapel Hill. 

L. William Huck is a Managing Director of Stone & Youngberg LLC. Since joining the firm in 1981, he has assisted 

more than 100 California public agencies on capital improvement projects, with total funding requirements of several 

billion dollars. Throughout his career in public finance, he has specialized in complex, real estate-related transactions 

in which municipal bonds are used to fund the development or redevelopment of California communities. He has 

served on the firm’s Executive Committee since 1986. In 1996, Huck founded Stone & Youngberg affiliate S&Y Capital 

Group, which invests in distressed real estate assets, then creates and implements strategies for resolving problems and 

adding value to assets acquired. Currently he serves as chairman of the board of Coronado First Bank. Huck earned a 

bachelor’s degree in economics and an M.B.A. from Stanford University. Between terms of study at Stanford, he served 

seven years as a U.S. Navy pilot. 

Arianna Huffington is the Co-Founder and Editor-in-Chief of The Huffington Post, a popular news and blog site 

launched in 2005. A nationally syndicated columnist and the author of 12 books, she is also co-host of “Left, Right & 

Center,” a political roundtable program on public radio. In 2006 Time magazine called her one of the world’s 100 most 

influential people, and in 2009 the Financial Times named her one of 50 people who shaped the decade. Huffington is a 

frequent guest on television shows such as “Charlie Rose,” “Real Time With Bill Maher,” “Larry King Live,” “Countdown With 

Keith Olbermann” and “The Rachel Maddow Show.” Huffington, who was president of the famed Cambridge Union 

debating society when she was 21, graduated from Cambridge University with a master’s degree in economics. 

Hans Hufschmid is CEO of GlobeOp Financial Services and a member of its management committee. Before 

becoming one of GlobeOp’s founding partners in 2000, he was a principal at Long-Term Capital Management (LTCM) 

and co-head of its London office for five years, supervising traders, researchers, programmers and other personnel. He 

also served on LTCM’s risk management and management committees. Previously, he spent 10 years with Salomon 

Brothers Inc. in London and New York, the last four as global head of foreign exchange sales and trading. Hufschmid 

was a managing director and a member of Salomon Brothers’ credit committee. 

Hans Humes is the President and CEO of Greylock Capital Management. Previously he was a managing partner of 

Van Eck Absolute Return Advisors, where he launched the fund that became the Greylock Global Opportunity Fund in 

1997. From 1991 to 1994, he was a key member of the Lehman Brothers emerging markets debt trading team, traded 

a proprietary debt portfolio at Banco Santander and engineered several debt/debt and debt/equity swaps in Latin 

America. He began his career at Manufacturers Hanover, working on sovereign debt restructurings for the Philippines 

and Yugoslavia. Humes served as the co-chair of the Global Committee of Argentina Bondholders, which represented 

approximately $40 billion in holdings in the largest sovereign debt restructuring in history. Humes is on the Investment 

Committee of Synergos, a nonprofit institute dedicated to developing effective, sustainable and locally based solutions 

to global poverty. He received his B.A. from Williams College. 

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panelists 

Chris Hunter is the former Vice President of Carbon Finance in the United States at Climate Change Capital, where 

originated and commercialized investments across North America. Before joining CCC, Hunter was a senior associate at 

GreenOrder in New York, where he was lead advisor to clients on energy and carbon issues. Hunter spent nine years at 

Johnson & Johnson, where he was responsible for creating, communicating and implementing energy-management 

and carbon-reduction strategies worldwide. A recognized leader in the carbon markets, Hunter was a contributing 

author of the World Resources Institute and World Business Council for Sustainable Development Greenhouse Gas 

Protocol in 1998, as well as a founding member of the Green Power Market Development Group. He has briefed 

EU commissioners and Congress regarding climate change policy. Hunter holds a bachelor’s degree from Rutgers 

University and a joint M.B.A. from Columbia and London Business Schools. 

Wally Hunter is Managing Partner at EnerTech Capital Canada Ltd. An investor in clean energy projects for 11 years, he 

has focused on opportunities in alternative fuels and storage, power quality and conversion, power electronics, advanced 

materials, motor controls, automation and sensors. Prior to EnerTech, Hunter was with the Royal Bank of Canada, where 

he was a managing director of the bank’s private equity fund and responsible for the Energy Technology and Advanced 

Technology Fund. Prior to that, he was in RBC’s investment banking division. In addition, Hunter produced and hosted the 

weekly financial television show “Money Week,” which featured more than 200 guest interviews from Canadian and U.S. 

money managers over a 14-year period. He currently oversees EnerTech’s investment in Catch the Wind Inc. Hunter received 

a B.A. from the University of Western Ontario and has completed a number of securities-related courses and programs. 

Martin Iguchi is a Professor and Chair of the Department of Community Health Sciences at the University of 

California, Los Angeles, School of Public Health as well as an Adjunct Senior Behavioral Scientist at the RAND Drug 

Policy Research Center. His expertise is in alcohol and drug abuse, drug policy, substance abuse, race and the criminal 

justice system. He was formerly an associate professor of psychiatry at Allegheny University of the Health Sciences and 

assistant professor of psychiatry at the Medical College of Pennsylvania and Hahnemann University in the Division 

of Addiction Research and Treatment. He is a member of the editorial board for Drug and Alcohol Dependence and 

an assistant editor for the journal Addiction. Iguchi received his Ph.D. and M.A. in experimental psychology at Boston 

University. He completed two years of postdoctoral training in drug abuse and behavioral pharmacology at the Johns 

Hopkins University School of Medicine. 

Michael Intriligator is a Senior Fellow at the Milken Institute and Professor Emeritus of Economics, Political 

Science and Public Policy at the University of California, Los Angeles. His recent work has concerned health-care 

reform, nuclear proliferation, global security and terrorism. Intriligator has authored or edited more than 200 articles 

and scholarly texts, including his seminal book, Mathematical Optimization and Economic Theory. He is a fellow of the 

Econometric Society and a member of the Council on Foreign Relations, the International Institute for Strategic Studies 

and the Russian Academy of Sciences. He was the recipient of the Woodrow Wilson Fellowship at Yale University. From 

1982 to 1992, he directed the UCLA Center for International and Strategic Affairs, predecessor of the Burkle Center for 

International Relations. Intriligator received a Ph.D. in economics from the Massachusetts Institute of Technology. 

Ray Irani is Chairman and CEO of Occidental Petroleum Corp. He joined the company in 1983 as chairman and 

CEO of Occidental Chemical Corp. Irani has numerous affiliations, including director of the American Petroleum 

Institute and member of the American Chemical Society, the American Institute of Chemists, the Council on Foreign 

Relations, the National Association of Manufacturers, the National Committee on United States-China Relations, 

the National Petroleum Council and the U.S.-Saudi Arabian Business Council. He is a trustee of the University of 

Southern California (USC), a vice chair of the board of the American University of Beirut, serves on the advisory board 

of Rand’s Center for Middle East Public Policy and is a member of the Los Angeles World Affairs Council. Author of the 

book Particle Size, Irani holds a bachelor’s degree in chemistry from the American University of Beirut and a Ph.D. in 

physical chemistry from USC. 

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panelists 

Afgan Isayev is Executive Director of the state-owned Azerbaijan Investment Company, established in 2006 with 

initial charter capital of more than $100 million. The company acquires shares in the charter capital of joint-stock 

companies in the non-oil sector of the national economy. A priority of the company is to have Azerbaijani enterprises 

participate in projects aimed at stimulating exports, as well as attracting investors. Isayev previously served as deputy 

chairman of risk management with the OJSC Bank of Baku. He also served as deputy chairman of strategic planning 

and development for the bank. Isayev began his career as a financial analyst at American Express International Bank in 

New York, later moving to the American Express Company, where he worked as a manager of the risk management and 

the portfolio analysis groups. He received B.S. and B.A. degrees from Rutgers University, and an M.B.A. and M.I.S. from 

Rutgers Graduate School of Management. 

Stacy-Marie Ishmael is a New York–based reporter for the Financial Times and a blogger for Alphaville, the FT’s 

multi-award-winning (and first-ever) blog. Her beats include credit derivatives, structured finance, capital markets, 

emerging markets and issues related to sovereign debt. She is also responsible for FT Alphaville’s social media efforts. 

Ishmael joined the Financial Times as a graduate trainee in 2006 after attaining a bachelor’s degree in international 

relations from the London School of Economics and Political Science. 

Christopher Jacobs is Senior Analyst at Western Asset Management Company, leading special situations 

investing, including financial restructurings. Western Asset is one of the world’s leading fixed income managers. With 

offices in Pasadena, Hong Kong, London, Melbourne, New York, São Paulo, Singapore and Tokyo, the company provides 

investment services for a wide variety of global clients across an equally wide variety of mandates. Jacobs focuses on 

bank debt and bonds originally issued in the high yield and investment grade markets, and across all industry sectors. 

He has 16 years of experience in leveraged finance and holds an undergraduate degree from Davidson College, an 

M.B.A. from the Darden Graduate School of Business at the University of Virginia, and is a chartered financial analyst. 

Mitch Jacobs is a leading technology entrepreneur and the Founder and CEO of On Deck Capital, which is 

dedicated to solving the technology and infrastructure challenges preventing capital from flowing to Main Street small 

businesses. Prior to founding On Deck, Jacobs was the Founder and CEO of Tranvia Inc., a technology company that 

provided MasterCard/Visa, e-commerce and gift-card services to small businesses; and Transaction Service Providers 

Inc., a technology solution firm that provided stored-value services to on- and off-campus merchants at universities 

around the country. Both startups were bought by public companies; Ceridian acquired Tranvia, and Student 

Advantage purchased Transaction Service Providers. Through On Deck Capital, Jacobs has become a leading voice in 

small-business capital access and financial technology. He is a highly sought-after speaker and appears frequently in 

the press. Jacobs holds a bachelor’s degree from Dartmouth College. 

Brian Jenkins is Senior Advisor to the president of the Rand Corp. and an authority on terrorism. A former Army 

captain who served with the Special Forces in the Dominican Republic and Vietnam, he founded Rand’s terrorism 

research program. In 1996, Jenkins was appointed by President Clinton to the White House Commission on Aviation 

Safety and Security. He also served as an advisor to the National Commission on Terrorism and in 2000 was appointed to 

the U.S. Comptroller General’s Advisory Board. He is director of the National Transportation Security Center of Excellence 

at the Mineta Transportation Institute, special advisor to the International Chamber of Commerce and a member of the 

advisory board of its Commercial Crime Services. He is the author of several books, including Will Terrorists Go Nuclear?; 

Unconquerable Nation: Knowing Our Enemy, Strengthening Ourselves and International Terrorism: A New Mode of Conflict. 

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panelists 

Harry Johns has been the President and CEO of the Alzheimer’s Association since 2005. For more than 25 years, the 

Alzheimer’s Association has provided information and consultation, created supportive services for families and people 

living with the disease, increased research funding and influenced public policy changes. Johns launched the first nationwide 

campaign to increase awareness about Alzheimer’s; a project to accelerate treatment progress by promoting participation 

in clinical studies; and program offerings designed to support both patients and caregivers. He has substantially increased 

both revenue and program expenditures to support the organization’s mission. He previously spent 22 years with the 

American Cancer Society. In his final role there, he served as the executive vice president for strategic initiatives, responsible 

for nationwide strategy, including community programs, advocacy, marketing and fundraising. Johns received a bachelor’s 

degree from Eckerd College and an M.B.A. from the Kellogg Graduate School of Management at Northwestern University. 

Kellie Johnson is President of Ace Clearwater Enterprises, the family business she joined after her graduation from 

college. The company specializes in complex metal-formed and welded assemblies for the aerospace industry. In 1985, 

Johnson took over the company’s operations; she was named president in 1989. Ace Clearwater has since grown to 

230 employees, with current projected revenue at $32 million. In 2002, the firm acquired Honeywell’s metal-forming 

business, which increased revenues nearly 20 percent. Johnson was chairman of the board of directors for the California 

Manufacturing Technology Consulting in 1995 and served as a board member for 12 years. She is on the board of 

directors for the National Association of Manufacturers and the California Manufacturing and Technology Association, 

chairs the Manufacturing Working Group for the California Space Authority and was awarded the 2009 CSA Spot Beam 

Award for Manufacturing. Johnson holds a B.A. from the University of Southern California. 

Kevin Johnson is the Mayor of Sacramento. Among his achievements are putting more police on the streets, 

securing more than $500 million in federal stimulus dollars for the region and playing a central role in pushing critical 

school reforms through the California Legislature. Before being elected to public office, Johnson had a diverse career as 

a professional athlete, entrepreneur and nonprofit executive. In May 2000, he retired from the NBA after 12 seasons with 

the Phoenix Suns. He returned to his hometown of Sacramento to serve as the CEO of St. HOPE, a nonprofit community 

development corporation he founded in 1989 to revitalize inner-city communities through public education, economic 

development, civic leadership and arts enrichment. Johnson, who is in the World Sports Humanitarian Hall of Fame and 

the Pac-10 Hall of Fame, appears regularly on such shows as “CNN Newsroom,” “The Oprah Winfrey Show,” “Dateline 

NBC” and “Larry King Live.” 

Scott Johnson is President and Founder of the Myelin Repair Foundation. Diagnosed with multiple sclerosis in 

1976, Johnson took matters into his own hands in 2002, leveraging his background as a business consultant and serial 

entrepreneur to create the Accelerated Research Collaboration model. Featured in Fortune as a “lifesaving shakeup in 

the world of medical research,” the model uses close collaboration between scientists and relationships with partners 

in the biotech and pharmaceutical industries to reform the medical research and drug development system and 

accelerate cures. Johnson has spoken widely on this topic, including appearances at NASA, the BIL:PIL conference and 

the Aspen Institute Health Forum. His groundbreaking ideas have been covered in numerous publications, including 

The Wall Street Journal, Newsweek, BusinessWeek and the San Francisco Chronicle. In 2006, Scientific American named him 

among the top 50 figures worldwide for business, science and policy leadership. 

Thomas Joyce is Chairman and CEO of Knight Capital Group, Inc. A veteran of 30 years in the securities industry, 

he has been Knight’s chairman since 2004 and a director and the firm’s CEO since 2002. Before joining Knight, Joyce 

was the global head of trading at Sanford C. Bernstein and Co. Prior to that, he held a variety of leadership roles in the 

global institutional equity business during 15 years at Merrill Lynch & Co., the most recent being head of global equity 

e-commerce. Joyce is a member of the board of the Securities Industry and Financial Markets Association and a former 

board member at the Nasdaq stock exchange. He received a bachelor’s degree from Harvard College. 

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panelists 

Joseph Kahn has been Deputy Foreign Editor of The New York Times since 2008. Prior to that, he was the newspaper’s 

Beijing bureau chief, reported on international economic issues in the Washington bureau and covered Wall Street. 

He and Beijing-based colleague Jim Yardley won in the same Pulitzer category in 2006 for their coverage of China’s 

evolving legal system. Before joining the Times in 1998, Kahn was a China correspondent for The Wall Street Journal. At 

The Dallas Morning News, he was on a team that was awarded the Pulitzer Prize for International Reporting in 1994 for 

stories on violence against women around the world. Among his other honors are an Overseas Press Club award and 

the Grantham Prize, both for a series on China’s environmental problems. Kahn has a bachelor’s degree from Harvard 

College and a master’s degree in East Asian studies from the Harvard Graduate School of Arts and Sciences. 

Matthew Kahn is a Professor at the Institute of the Environment, the Department of Economics and the Department 

of Public Policy, all at the University of California, Los Angeles. He is also a research associate at the National Bureau of 

Economic Research. Before joining UCLA in 2007, Kahn taught at Columbia University and The Fletcher School of Law 

and Diplomacy at Tufts University, and served as a visiting professor at Harvard and Stanford universities. His research 

focuses on environmental, urban, real estate and energy economics. Kahn is the author of Green Cities: Urban Growth 

and the Environment and co-author of Heroes and Cowards: The Social Face of War. His newest book, Climatopolis will be 

published this fall. He also blogs on these topics for the Christian Science Monitor. In 2009 The Wall Street Journal named 

him one of the 25 top economics bloggers. Kahn holds a Ph.D. in economics from the University of Chicago. 

Eugene Kandel is the Head of the National Economic Council in the Israeli Prime Minister’s Office. A professor in the 

School of Business and the Department of Economics at the Hebrew University of Jerusalem, Kandel is also a member 

of the Center for the Study of Rationality at the Hebrew University, a research fellow of the Center for Economic Policy in 

London, and a fellow of the European Corporate Governance Institute. He founded the Hebrew University’s Center for 

Financial Markets and Institutions, and its M.A. program in finance and financial economics. He also serves as an editor 

of the Journal of Financial Markets. Kandel’s current research focuses on the performance of stock exchanges, market 

design, institutional trading patterns and order execution quality for institutional investors. He holds B.A. and M.A. 

degrees in economics from the Hebrew University, and an M.B.A. and a Ph.D. from the University of Chicago. 

Steve Kantor is an Executive Managing Director of Cantor Fitzgerald & Co. and Global Head of Investment Banking. 

During his career, Kantor has raised more than $40 billion for REITs and other real estate companies and has overseen 

the origination of more than $300 billion in commercial mortgage loans. Before joining Cantor Fitzgerald, Kantor 

was a managing director of Credit Suisse based in New York. Kantor joined Credit Suisse First Boston in 2000, when 

it merged with Donaldson, Lufkin & Jenrette, where he was a managing director and head of investment banking, 

finance and origination groups within real estate. Prior to DLJ, Kantor was at Paine Webber, where he was a managing 

director in the investment banking division with responsibility for the real estate business. Kantor also worked in Drexel 

Burnham Lambert’s corporate finance division. He received a bachelor’s degree from Syracuse University and a J.D. 

from American University in Washington, D.C. 

Zachary Karabell, a Fellow at the Milken Institute, is President of River Twice Research, where he analyzes economic 

and political trends. He is also a senior advisor for Business for Social Responsibility, which develops sustainable 

business strategies. Previously, Karabell was executive vice president, head of marketing and chief economist at Fred 

Alger Management; president of Fred Alger and Company; and portfolio manager of the award-winning China-U.S. 

Growth Fund. He was executive vice president of Alger’s Spectra Funds, which launched the $30 million Spectra Green 

Fund, linking profit and sustainability. Educated at Columbia, Oxford and Harvard (where he received his doctorate), 

he is the author of several books, including Superfusion: How China and America Became One Economy and Why the 

World’s Prosperity Depends on It and Peace Be Upon You: The Story of Muslim, Christian and Jewish Coexistence. Karabell is 

a member of the Council on Foreign Relations. 

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panelists 

David Kastner is Market Strategist and Head of the ETF Strategy Group for Charles Schwab Investment Advisory 

Inc., which serves as the investment manager for Charles Schwab & Co. managed account products. Previously he was 

director of the Schwab Center for Financial Research in the Market Analysis Group, which provides regular commentary 

and perspective on the economy and markets. Before joining Schwab in 1997, Kastner was in banking and futures 

trading. A chartered financial analyst, he has a bachelor’s degree in economics from the University of Kansas. 

Bill Keller is Executive Editor of The New York Times, a position he has held since 2003. He has worked in numerous 

positions since joining The Times in 1984, including managing editor, op-ed columnist, senior writer, foreign editor, 

domestic correspondent, and bureau chief in Moscow and Johannesburg. Keller won a Pulitzer Prize in 1989 for his 

coverage of the Soviet Union. He is also the author of the 2008 book The Tree Shaker: The Story of Nelson Mandela. 

Before joining The Times, Keller was a reporter for The Dallas Times Herald, Congressional Quarterly Weekly Report 

and The (Portland) Oregonian. He is a member of the board of trustees of Pomona College, where he received his 

bachelor’s degree. He also completed the Advanced Management Program at The Wharton School of the University of 

Pennsylvania. 

Terry Kellogg is CEO of 1% for the Planet, an alliance of businesses that donate at least 1 percent of their annual 

revenues to environmental organizations worldwide. Since he joined the group in 2005, membership has grown from 

92 to more than 1,200 companies. Kellogg has worked and studied at the intersection of business and the environment 

for two decades. He was the first staff person at The Timberland Company dedicated to minimizing its environmental 

footprint and supporting new markets for sustainable products. As director of environmental stewardship, Kellogg 

reduced the company’s carbon footprint by more than 15 percent, adopted widespread use of water-based adhesives, 

and launched programs in green building and organic cotton. He also developed and launched systems for rating the 

environmental performance of Timberland suppliers and products. Kellogg has a B.A. in economics from Middlebury 

College and an M.B.A. and a master’s degree in environmental management from Yale University. 

Sage Kelly is a Managing Director and the Global Head of Healthcare Investment Banking for Jefferies & Company 

Inc. Before joining Jefferies, he was a managing director at UBS Investment Bank. Kelly was previously employed 

by Salomon Smith Barney in the Health Care Investment Banking Group and also spent three years working in the 

biotechnology industry for the Genetics Institute, where his work and findings were published in Biotech Monthly. Kelly 

graduated from Boston College with a bachelor’s degree in chemistry, finance and economics. 

Jerson Kelman is CEO of Light S/A, which supplies energy to more than 31 municipalities in the state of Rio de 

Janeiro, Brazil, and a Partner at BR Investimentos. Kelman has worked as a consultant for many institutions, including the 

World Bank. In 2009 he was a resident scholar at the Bellagio Center of the Rockefeller Foundation. Kelman has served 

on the board of the Institute for Water Education in the Netherlands and on three Brazilian national councils related to 

energy, the environment and water resources. Previously Kelman was general director of the Electric Power Regulatory 

Agency; president of the Water Regulatory Agency; senior researcher at the Brazilian Electric Energy Research Center; 

and a professor of water resources. He has published over 100 technical papers, edited several journals and authored 

two books: Floods and Hydropower Plants and The Regulator Challenges. Kelman holds an M.Sc. in hydraulics and a Ph.D. 

in hydrology and water resources. 

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panelists 

Liam Kennedy is Editor of Investment & Pensions Europe (IPE), a leading European institutional investment journal. 

Launched in 1997, IPE provides information, reporting, data and analysis for and about the world of institutional 

investment and pension funds. The first IPE Awards for pension funds took place in 2001. Since then, they have become 

the largest annual gathering of European pension plan representatives. Kennedy has 11 years’ experience as a financial 

journalist and editor, specializing in institutional investment and pension funds. In that time, he has met, interviewed 

and profiled countless senior executives at European and global pension plans, asset management companies and 

consultancies, as well as many other influential figures. Prior to joining IPE in 2007, Kennedy spent nearly seven years at 

the Financial Times group in London, where he launched four specialist European pension and investment publications. 

He holds an M.A. from the University of Glasgow. 

Hannah Kettler is Senior Program Officer and Economist for the Global Health Policy and Finance team at the Bill & 

Melinda Gates Foundation. She is responsible for a portfolio of grants and projects that aim to secure adequate financing 

and a supportive policy environment for global health product innovation. Much of her work is focused on reducing 

risks and designing financial incentives and business models to encourage greater private-sector engagement. Before 

joining the Gates Foundation, Kettler led a two-year project on biotechnology and global health at the Institute for 

Global Health at the University of California, San Francisco, that motivated the Biotechnology Industry Organization 

and the Gates Foundation to establish the nonprofit BIO Ventures for Global Health. Previously, she was the senior 

industrial economist for the Office of Health Economics in London. Kettler received a Ph.D. in industrial economics from 

the University of Notre Dame. 

Lesetja Kganyago is Director-General of South Africa’s National Treasury, responsible for producing a sound and 

sustainable national budget; managing the government’s financial assets and liabilities; overseeing accounting policies and 

standards; developing appropriate fiscal policy and financial management; and improving financial management throughout 

government. He joined the Treasury in 1996 as director of international commercial financing. Previously he worked at the African 

National Congress, the Congress of South African Trade Unions and First National Bank. His honors include the International 

Financing Review’s “Eurobond Deal of the Year” and “Yankee Bond Deal of the Year.” Kganyago received a bachelor’s degree 

from the University of South Africa and a master’s degree in economics from London University. He has also trained in fixed 

income analysis, external reserve management, U.S. money and capital markets, financial programming and macroeconomic 

management, and attended senior executive programs at Harvard and University of the Witwatersrand, Johannesburg. 

Parag Khanna is Director of the Global Governance Initiative at the New America Foundation. He is the author 

of The Second World: Empires and Influence in the New Global Order, which has been translated into more than a dozen 

languages. In 2007 he was a senior geopolitical advisor to U.S. special operations forces in Iraq and Afghanistan. From 

2002 to 2005, Khanna was the global governance fellow at the Brookings Institution. He also served in the foreign 

policy advisory group to the Barack Obama for President campaign. Khanna is a member of the Council on Foreign 

Relations and the Explorers Club. In 2009 he was honored as a Young Global Leader of the World Economic Forum. 

Khanna holds a bachelor’s degree from the Edmund A. Walsh School of Foreign Service at Georgetown University and 

a master’s degree from Georgetown’s Security Studies Program. 

Desmond King is President of Chevron Technology Ventures (CTV). CTV is a division of Chevron that champions 

innovation, commercialization and integration of emerging technologies and business models within the corporation. 

Its business units include biofuels, emerging energy, venture capital and hydrogen. King joined Chevron in 1981, working 

at Chevron Research Company; then as technical and maintenance manager at Chevron’s refinery in Burnaby, British 

Columbia; and as general manager of Alberta (Canada) Envirofuels. He returned to the United States as a managing 

director for Chevron Downstream and was named general manager of corporate strategic planning and, later, general 

manager of Chevron’s refinery in Pembroke, Wales. For three years prior to joining CTV, King served as CEO of Caltex 

Australia, a leading oil refiner and fuel marketer there. King received a bachelor’s degree from Imperial College of Science 

and Technology, University of London, and a doctorate degree in chemical engineering from the University of Cambridge. 

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panelists 

June Kinoshita is Executive Editor of the Alzheimer Research Forum, overseeing the editorial and technological 

development of this online community for researchers. Kinoshita has published hundreds of articles on scientific subjects 

for such publications as The New York Times Magazine, Science and Newsweek. She has served as international editor of 

Scientific American, where she specialized in neurosciences. Kinoshita also consulted to Science, spearheading its business 

development and news coverage of scientific research in Asia, and produced several special issues on science in Japan, China 

and the Asian “tigers.” She was also science consultant or science editor on such television shows and films as “Discovering 

Women,” “The Secret Life of the Brain” and “The Forgetting: A Portrait of Alzheimer’s.” Honors include the M.I.T. Knight Science 

Journalism Fellowship, an award of excellence by the American Medical Writer’s Association and a science writing fellowship 

from Woods Hole Marine Biological Laboratory. Kinoshita received a bachelor’s degree in physics from Harvard University. 

Greyson Kiondo is President of Kilimanjaro International, a consulting and training firm assisting government 

and private-sector entities in emerging nations, especially in East and Central Africa. Kilimanjaro International provides 

organizational development, competency building and administrative support services aimed at generating the 

systems through which institutions are held accountable to the public. After arriving in the U.S. from his home in rural 

Tanzania with $50 in his pocket and a dream, Kiondo attended Binghamton University and founded his company in 

1997, just prior to receiving a degree in finance. Today the company manages a portfolio of projects worth several 

million dollars and has member firms and local affiliates throughout East and Central Africa. Kiondo spends most of his 

time interacting with key decision makers in government, business and civil society. He is especially concerned about 

African brain drain and works to foster local talent and provide professional employment through his firms. 

Mary Kissel is Editorial Page Editor of The Wall Street Journal Asia, where she directs opinion coverage and 

contributes regularly to the global Journal’s commentary on the region. Kissel joined the Journal in Hong Kong in 

2004 to write the Heard in Asia column, the newspaper’s premier commentary on financial markets. Her work has also 

appeared in the Far Eastern Economic Review, The Australian and The Spectator Australia. She is a regular guest on ABC 

Radio’s syndicated “The John Batchelor Show” and “Bill Bennett’s Morning in America,” and appears on Fox, CNN and 

RTHK. Kissel began her career at Goldman Sachs as a fixed income research and capital markets specialist in New York 

and London. She is a Claremont University Lincoln Fellow and a Stanford University Hoover Institution Edwards Media 

Fellow. She has a master’s degree in international affairs from the Johns Hopkins School of Advanced International 

Studies and a bachelor’s degree from Harvard University. 

Michael Klein is Special Advisor to the U.N .World Food Programme. 

Robert Kleine is Treasurer of the State of Michigan, a position he has held since 2006. As treasurer, Kleine oversees 

the collection, investment and disbursement of all state monies. He also administers major tax laws, safeguards the 

credit of the state and distributes revenue-sharing monies to local units of government. He most recently worked as a 

private economic consultant. He also served as vice president and senior economist at Public Sector Consultants for 15 

years and as director of the Michigan Office of Revenue and Tax Analysis for 10 years. Kleine was also a senior fellow at 

the Advisory Commission on Intergovernmental Relations and an adjunct professor of public finance at Michigan State 

University. A graduate of Western Maryland College (now McDaniel College), Kleine received a master’s degree from 

Michigan State University. 

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panelists 

Kevin Klowden is Director of the California Center and a Managing Economist in the Regional Economics group at the 

Milken Institute. His research, including “California’s Highway Infrastructure: Traffic’s Looming Costs” and “Arizona’s Position 

in Technology and Science,” focuses on how regional competitiveness is affected by policies and developments in areas 

such as tech-based development and infrastructure. Klowden has also analyzed technology and media; he was the author 

of “The Writers’ Strike of 2007–2008: The Economic Impact of Digital Distribution,” which examined the issues surrounding 

the Hollywood work stoppage and the costs to California’s economy. He coordinated the Institute’s Los Angeles Economy 

Project, seeking public policy and private-sector solutions to regional challenges. He also served on the editorial board of 

Millennium, the international affairs journal of the London School of Economics, where he earned a master’s degree in the 

politics of world economy. Klowden also earned a master’s in economic geography from the University of Chicago. 

Michael Klowden is President and CEO of the Milken Institute. During his tenure, the Institute has increased its 

global outreach and expanded its research into the life sciences industry and global risk. He has overseen the creation 

of FasterCures / The Center for Accelerating Medical Solutions and the Institute’s transition from a private foundation to a 

publicly supported charitable organization. Klowden joined the Institute in 2001 from the investment firm Jefferies & 

Co. Inc., where he served as president. Previously, he was a senior partner at the international law firm Morgan, Lewis 

& Bockius and a partner in the law firm Mitchell, Silberberg & Knupp. He has served on many corporate and nonprofit 

boards. Klowden received a bachelor’s degree from the University of Chicago (where he is a member of the board of 

trustees) and a J.D. from Harvard Law School. 

Dennis Kneale is the Media and Technology Editor for CNBC’s “Business Day” programming. He joined the network 

in 2007 and is a co-anchor on the daily show “Power Lunch.” Kneale previously was the managing editor at Forbes, 

overseeing such business stories as the Internet boom, bust and rebuild; corporate scandals and investor fallout; the 

backlash against the drug industry amid drug recalls and soaring costs; the rise of Google; the capitalist revolution that 

is igniting China’s economy – and the travails of Martha Stewart, Tyco’s Dennis Kozlowski, WorldCom’s Bernie Ebbers 

and more. Kneale joined Forbes in 1998 to expand its coverage of technology, media and health. He previously spent 16 

years at The Wall Street Journal. He holds a degree in journalism from the University of Florida. 

Ejnar Knudsen is Co-Portfolio Manager of Passport Capital’s Agriculture Fund, managing the investment research 

process. From 2001 to 2007, he was executive vice president of Western Milling, a feed milling company with more than 

$700 million in sales. Knudsen also served in executive roles at various ethanol and dairy companies owned by Western 

Milling or its shareholders. He served as executive vice president for Rabobank in New York, managing a loan portfolio, 

venture capital investments and corporate advisory services in food, agriculture and commodities. Knudsen sits on the 

boards of Cilion and TetraVitae Biosciences; serves as an advisor to Key and Company, an M&A advisor in the food and 

agriculture industry; and is a member of the Dean’s Advisory Council of Cornell University’s College of Agriculture and 

Life Sciences. He received a bachelor’s degree from Cornell University. 

Bill Koetzle is Manager of Legislative, Regulatory and Political Affairs for Chevron Corp. He oversees the process of 

identifying, prioritizing, analyzing and developing company positions on proposed legislation, regulations and other 

public policy issues, as well as developing and executing advocacy strategies on high-priority issues, representing 

company positions and promoting sound and balanced public policy. Prior to joining Chevron, he served as the deputy 

Republican staff director of the House Energy and Commerce Committee (2007–2008), and he served in various 

policy positions on the staff of then House Speaker Dennis Hastert, including senior policy assistant for energy and 

environmental issues (1997-2007). Koetzle has a Ph.D. in political science and a bachelor’s degree from the University of 

California, Irvine. 

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panelists 

Martin Koffel is Chairman and CEO of URS Corp., which he has led since 1989. During his tenure, URS has grown 

from a firm with $100 million in revenue and 900 employees to a global engineering and construction company with 

approximately $9.25 billion in revenues and 45,000 employees in 30-plus countries. The company offers services in 

the market sectors of infrastructure, federal, power and industrial and commercial. In the infrastructure market, URS 

provides comprehensive services for surface, air and rail transportation networks, water/wastewater facilities, and 

public buildings. It also provides services to more than 25 federal government agencies, multinational Fortune 500 

corporations and utility companies. Koffel received an M.B.A. from Stanford University. 

Len Komoroski became president of the Cleveland Cavaliers/Quicken Loans Arena organization in April 2003, 

bringing nearly two decades’ experience in professional sports and entertainment. During the 2003–2004 season, his 

efforts – combined with a very special NBA draft and the team’s improvement – resulted in one of the top business 

turnaround stories in NBA history, and the Cavs now sit in the top tier of revenue teams in the NBA. In the 2008–2009 

season, the team set franchise records in average attendance and number of sellouts. Previously, while with the 

Philadelphia Eagles, Komoroski brought the Eagles Television Network and other properties in house, helped broker 

a record-setting naming rights deal for the team’s training facility and helped secure a $140 million stadium naming 

rights agreement, at the time one of the largest such agreements in pro history. The team had a waiting list of over 

40,000 for season tickets. Komoroski is a graduate of Duquesne University. 

Nancy Kopp is the State Treasurer of Maryland. In addition to managing the Office of State Treasurer, she is the 

state’s chief representative in dealing with financial rating agencies and investment banking firms. She also sits on 

the Board of Public Works with the governor and the comptroller of the state, and chairs the boards of trustees of 

the State Retirement and Pension Systems, the Capital Debt Affordability Committee, the Commission on State Debt 

and the College Savings Plans of Maryland. She is also a member of the Maryland Supplemental Retirement Board. 

Kopp previously served as a member of the Maryland House of Delegates for 27 years. She holds a bachelor’s degree 

from Wellesley College and a master’s degree in government from the University of Chicago; she has also received four 

honorary doctorates. 

Anne Korin is Co-Director of the Institute for the Analysis of Global Security, a Washington-based think tank focused 

on energy security, and Chair of the Set America Free Coalition, an alliance of national security, environmental, labor 

and religious groups promoting ways to diminish the strategic importance of oil. She appears in the media frequently 

and has written articles for Foreign Affairs, The American Interest, National Review, Commentary Magazine, American 

Legion Magazine and The Journal of International Security Affairs. She is co-author of Energy Security Challenges for the 

21st Century and Turning Oil Into Salt, both published in 2009. Korin appears frequently on Capitol Hill. Her education 

includes an engineering degree in computer science from Johns Hopkins University and work toward a doctorate at 

Stanford University. 

Robert Kotick is President and CEO of Activision Blizzard, an online, PC and console game publisher with leading 

market positions across every major category of the interactive entertainment software industry. From 1991 to 

Activision’s merger in 2008 with Vivendi Games, he served as chairman and CEO of Activision Inc. In 1990 he acquired 

a controlling interest in Activision, an insolvent video-game company with $9 million in revenues. Now the company 

generates net revenues in the billions, with franchises that include the world’s No. 1 subscription-based massively 

multiplayer online game, “World of Warcraft,” as well as “Guitar Hero,” “Call of Duty,” “Spider-Man,” “Shrek” and “Tony 

Hawk.” Kotick is also a board member for The Center for Early Education, chairman of the committee of trustees at the 

Los Angeles County Museum of Art and a board member of the Tony Hawk Foundation. 

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panelists 

Alexander Kovaler is the CEO of Aquanika LLC, a major water-producing company in Central Russia. This modern 

high-speed facility has one of the largest capacities in Eastern Europe. Previously he grew AT&T’s business in the Soviet 

Union as Managing Director and the company’s first-ever expatriate executive assigned to that market. He was in place 

before, during and after the collapse of the Soviet Union and built subsequent relationships with communications 

ministries in various republics post-collapse. Kovaler then joined RC Cola as senior vice president of Eastern Europe, 

building a greenfield operation into Russia’s “New Brand of the Year” in 1998 and developing markets in Kosovo, Croatia, 

Poland, Russia and Ukraine. He built RC into the top brand in Tajikistan, second in Ukraine and among the top three in 

several other nations. He earned his M.B.A. from Boston University. 

Joel Kurtzman is a Senior Fellow at the Milken Institute and Executive Director of its SAVE initiative, which 

encompasses the Center for a Sustainable Energy Future, as well as publisher of The Milken Institute Review. Previously 

he was global lead partner for thought leadership and innovation at PricewaterhouseCoopers. He has also served as 

executive editor of the Harvard Business Review, a member of the editorial board of Harvard Business School Publishing, 

a business editor and columnist at The New York Times and founding editor of Strategy+Business. Kurtzman began his 

career as an international economist at the United Nations, serving as deputy director of its Project on the Future. 

While at the U.N., he participated in negotiations between India and Union Carbide over the Bhopal disaster and was 

awarded India’s Indira Gandhi Prize. The author of 22 books and hundreds of articles, he received a master’s degree 

from the University of Houston. 

Michael Lach is Special Assistant for Science, Technology, Engineering and Mathematics Education at the U.S. 

Department of Education, leading education efforts in those areas. Previously, Lach was officer of teaching and learning 

for Chicago Public Schools, overseeing curriculum and instruction in the nation’s third-largest school district. Lach began 

his professional career teaching high school biology and general science in New Orleans in 1990 as a charter member of 

Teach for America; he later joined the national office of Teach for America as director of program design. He has served 

as an Albert Einstein Distinguished Educator Fellow, advising Rep. Vernon Ehlers (R-Mich.) on science, technology and 

education issues. He was lead curriculum developer for the Investigations in Environmental Science curriculum developed 

at the Center for Learning Technologies in Urban Schools at Northwestern University. He earned a bachelor’s degree in 

physics from Carleton College, and master’s degrees from Columbia University and Northeastern Illinois University. 

Andrew Lack is CEO of Multimedia at Bloomberg LP, responsible for television, Internet, mobile and radio 

operations. Before joining Bloomberg, Lack was Chairman and CEO of Sony Music Entertainment, where he merged 

Sony Music with the Bertelsmann Music Group and started Sony BMG’s theatrical film business. Before joining Sony, he 

was president and chief operating officer of NBC, overseeing entertainment, news, NBC stations, sales, and broadcast 

and network operations. He was responsible for expanding the “Today” show to three hours and creating its street-side 

studio. Previously Lack was president of NBC News and served in various positions at CBS News, where he created and 

acted as executive producer of the newsmagazine “West 57th” and as a producer for “60 Minutes.” Lack’s broadcasts at 

CBS earned numerous honors, including 16 Emmys and four Alfred I. DuPont-Columbia University Awards. He received 

a bachelor’s degree from the College of Fine Arts at Boston University. 

Lisa Lambert is Vice President of Intel Capital and Managing Director of the Software and Services Sector. A voting 

member of the investment committee, she joined Intel Capital in 1999. Prior to that, she held a product marketing 

management position with Intel’s Desktop Products Group with responsibility for the Pentium II and III processor family. 

Before Intel, Lambert worked as a software developer and in strategic planning, product marketing and sales at Owens- 

Corning. She is on the board of directors (observer) for Acadia Enterprises LLC, Endeca, CollabNet, Iovation, SpikeSource 

and REvolution Computing. She has invested in and managed exits from MySQL (acquired by Sun Microsystems), 

VMware (IPO), Jajah (acquired by Telefonica), JBoss (acquired by Red Hat), Kingsoft (IPO), Financial Engines (IPO), 

DATAllegro (acquired by Microsoft), Demantra (acquired by Oracle), and Connected Corp. (acquired by Iron Mountain). 

Lambert has an M.B.A. from Harvard Business School and a bachelor’s degree Pennsylvania State University. 

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panelists 

Joan Lamm-Tennant is Global Chief Economist and Risk Strategist of Guy & Carpenter Company LLC, a subsidiary 

of Marsh & McLennan Companies (MMC). As a member of the Specialty Executive Group, she advises clients on the 

integration of risk management with capital management and overall business strategic planning. Lamm-Tennant 

also serves MMC as the head of Enterprise Risk Management Advisory, supporting MMC and its operating companies 

with the implementation of effective risk-management disciplines. Previously, she was president of General Re Capital 

Consultants, a consulting arm of General Reinsurance Corp. that advises insurance companies on risk and capital 

management strategies. She currently serves as a director of Selective Insurance and as a director of IVANS Inc. She is 

an adjunct professor at the University of Pennsylvania’s Wharton School. Lamm-Tennant received a B.B.A. and an M.B.A. 

from St. Mary’s University and a Ph.D. from the University of Texas at Austin. 

Randall Lane is Senior Leader of Global Inclusion and Diversity for Cisco Systems Inc. Since joining Cisco in 2008, he 

has been responsible for developing and driving many of Cisco’s strategic global inclusion and diversity (I&D) initiatives, 

including designing and implementing diversity recruitment strategies; raising awareness through focused internal 

and external communications; and implementing inclusive advocacy programs to identify and advance high-potential 

diverse leaders globally. Generally recognized as a global I&D thought leader, strategist and supplier diversity expert, 

Lane also has experience in financial services, telecommunications, gaming, media and entertainment, consulting 

and high-tech with such entities as Citicorp, NYNEX (Verizon), the Mashantucket Pequot Tribal Nation, Time Warner, 

American Express, Weyerhaeuser and now Cisco. Lane received a bachelor’s degree from Case-Western Reserve 

University and an M.B.A. from New York University. 

Sarah Lange is Managing Director at Guggenheim. She was previously a managing director at TCW, responsible for 

insurance client development and relationship management across the United States. In 20 years on the buy side of 

the insurance industry, Lange has held a variety of senior roles, including executive vice president and head of portfolio 

management for AEGON USA Investment Management LLC, chief investment officer of Provident Mutual Life Insurance 

Company and president of Market Street Investment Management. She is a past president of the Financial Analysts 

of Philadelphia and has been active in various investment committees of the American Council of Life Insurance. A 

chartered financial analyst (CFA), Lange received a bachelor’s degree from Dickinson College and an M.B.A. from Baruch 

College, City University of New York. 

Timothy Lappen is Founder and Chairman of the Family Office Group at the law firm of Jeffer, Mangels, Butler 

& Marmaro LLP, serving as outside general counsel to high-net-worth individuals, their families and their businesses. 

He is also a member of the firm’s corporate, real estate, hospitality and banking and finance groups. Recognized by 

Worth magazine as one of the “Top 100 Attorneys” in the United States, Lappen is active in numerous civic activities. 

He currently serves on the advisory board of the Los Angeles Regional Foodbank and as director and president of the 

Center for Childhood. In addition, Lappen is founder and chairman of Lawyers Against Hunger. A practicing attorney for 

35 years, Lappen received a bachelor’s degree from the University of California, Berkeley, and a J.D. from the University 

of California, Los Angeles. 

Debra Lappin is President of the Council for American Medical Innovation, which works toward a national policy 

agenda that preserves U.S. leadership in medical innovation. She is also a senior vice president at B&D Consulting, 

focusing on innovative public-private partnerships and other alliances to drive translation research and public health 

promotion and prevention. Her practice focuses on the increasingly influential role of nonprofit patient organizations 

as partners with government in research, development and prevention. She serves or has served as an advisor to the 

leading agencies in public health, including the Centers for Disease Control and Prevention and the National Institutes 

of Health, and has participated on a number of committees at the National Academy of Sciences. She is a member of 

the board of Research!America and an adjunct professor at the University of Colorado Health Sciences Center. 

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panelists 

Adam Lashinsky is a Senior Editor at Large for Fortune, covering Silicon Valley and Wall Street. He has been on 

the magazine’s staff since 2001 and, for two previous years, was a contributing columnist. He is a weekly panelist on 

the Fox News Channel’s “Cavuto on Business” and appears on other Fox News and Fox Business Network programs. He 

co-chairs Fortune’s annual technology conference, Fortune Brainstorm Tech. Prior to joining Fortune, Lashinsky was a 

columnist for The San Jose Mercury News and TheStreet.com. Before moving to California, he was a reporter and editor 

for Crain’s Chicago Business. As a Henry Luce Scholar, he worked for a year in Tokyo as a reporter for the Nikkei Weekly, the 

English-language version of Japan’s main economic daily. He began his career in the Washington, D.C., bureau of Crain 

Communications. Lashinsky received a B.A. from the University of Illinois at Urbana-Champaign. 

Marc Lasry is Chairman and CEO of Avenue Capital Group, which he co-founded. He is also co-founder of Amroc 

Investments. Distressed investing has been the focus of his career for more than two decades. Prior to operating Amroc 

as an independent entity, Lasry managed capital for Amroc Investments LP, which was affiliated with Acadia Partners LP. 

Lasry was previously co-director of the Bankruptcy and Corporate Reorganization Department at Cowen & Company 

and director of the Private Debt Department at Smith Vasiliou Management Company. He also clerked for the Hon. 

Edward Ryan, former chief bankruptcy judge of the Southern District of New York. Lasry received a bachelor’s degree 

from Clark University and a J.D. from New York Law School. 

Rich Lechner is Vice President of Energy and Environment at IBM, leading efforts to help clients improve the 

efficiency of their infrastructure, focusing on energy, carbon, water, and waste. He heads up IBM’s work in the Green & 

Beyond effort, part of the Smarter Planet initiative. Previously, he was vice president for enterprise systems, addressing 

IBM’s large enterprise customer base by bringing to market a unified set of systems, software and services designed to 

optimize large-scale IT infrastructures. He has held a number of other senior leadership positions at IBM in the United 

States and Europe across the hardware, software and services organizations, including storage systems, mainframes, 

software strategy and systems management. Lechner holds a bachelor’s degree in computer science from the 

University of California, Los Angeles. 

Richard LeFrak is Chairman, President and CEO of the LeFrak Organization, a diversified, privately held firm active 

in major residential and commercial real estate development, oil and gas exploration, and financial investments. 

LeFrak is perhaps best known as one of the most prolific and iconic real estate developers of all time. In addition to 

building hundreds of distinctive residential buildings (containing tens of thousands of apartments) throughout the 

New York metropolitan region, the company’s real estate holdings include millions of square feet of class A office, retail 

and mixed-use developments from Manhattan to Los Angeles. Currently LeFrak is directing the development of the 

Newport in Jersey City; this mixed-use, master-planned community on the Hudson River waterfront will encompass 

thousands of apartments and millions of square feet of commercial, retail, hotel and community facilities. 

Jack Leslie is Chairman of the public relations/public affairs firm Weber Shandwick. He specializes in helping 

corporations, public institutions and prominent individuals to drive strategic campaigns. Leslie has advised many 

leading national and international figures of the last two decades; for example, he served as a communications crisis 

advisor to the N.Y.–N.J. Port Authority after the 1993 World Trade Center bombing and to American Airlines after the 

attacks of September 11; to the Government of Colombia on narco-trafficking and terrorism; to the state of Florida 

on the shootings of foreign tourists. In 2009, President Obama appointed Leslie to serve as chairman of the board of 

directors of the U.S. African Development Foundation. He is a member of the Council on Foreign Relations and the 

Advisory Committee on Voluntary Foreign Aid of the U.S. Agency for International Development (USAID), among 

others. Leslie is a graduate of the Georgetown University School of Foreign Service. 

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panelists 

Louis Lévesque is Canada’s Deputy Minister of International Trade. Before assuming this position, he served as 

deputy minister of intergovernmental affairs in the Privy Council Office from 2006 to 2008, and as associate deputy 

minister with Finance Canada from 2004 to 2006. Lévesque began his career with Québec’s civil service in 1984 as 

an economist with the Ministry of Finance. He later joined Finance Canada, where he held such positions as director 

general of the Economic and Fiscal Policy Branch and director general of the Tax Policy Branch. From 2001 to 2002, 

he was deputy secretary of intergovernmental operations at the Privy Council Office. In 2002, he returned to Finance 

Canada, where he served as assistant deputy minister in the Federal-Provincial Relations and Social Policy Branch 

until 2004. Lévesque received a bachelor’s degree in mathematics and a master’s degree in economics at Université 

Laval in Québec City. 

Anath Levin is Chief Investment Officer and Head of Investments and Credit Division of the Migdal Group, Israel’s 

biggest insurance company. She also serves as the CEO of Migdal Financial Services and as an active director in several 

Migdal Group companies. Additional areas of responsibility include mortgages, credit, real estate and alternative 

investments. Levin manages an investment portfolio of NIS 90 billion, of which NIS 65 billion are invested in the capital 

market, making Migdal one of the largest institutional investors in Israel. She serves in several academic advisory 

committees and was a member of the so-called Hodak and Hamdani public committees established by the Israeli 

Ministry of Finance to promote different aspects of local capital market structure. Levin received a bachelor’s degree 

and an M.B.A. from Hebrew University of Jerusalem. 

Ginger Lew is Senior Advisor to the White House National Economic Council, providing economic policy advice 

on matters that affect small businesses. In addition, she co-chairs the White House Interagency Group on Innovation 

and Entrepreneurship, and the Interagency Taskforce on Regional Innovation Clusters. Prior to joining the Obama 

administration, Lew was the managing partner of a communications venture capital fund and a venture advisor to an 

early-stage venture fund. Under the Clinton administration, Lew was deputy administrator and chief operating officer 

of the U.S. Small Business Administration. Previously, she was general counsel at the Department of Commerce. For 

the past 10 years, she was chairman and board member of an investment fund based in Europe, and co-chair and 

a member of the listing council of a major stock exchange. Lew received a B.A. from the University of California, Los 

Angeles, and a law degree from UC Berkeley. 

Anthony Lewis is Vice President of Open Development at the wireless provider Verizon Wireless. The new Open 

Development initiative will enable the development community to create devices, software and applications beyond 

those the company offers but which can run on the Verizon network. Prior to this appointment, Lewis was president 

of Verizon, Washington, D.C., a position he held since 2004. In this role, he oversaw all of Verizon’s operations in the 

nation’s capital. Lewis joined Verizon, then the Chesapeake and Potomac Telephone Company of Virginia, in 1986, and 

held various positions of increasing responsibility in product line management, sales and regulatory. Lewis serves the 

board of Elizabeth City State University and Fight for Children, among others. He holds a B.A. from Elizabeth City State 

University, an M.B.A. from Johns Hopkins University and certificates from the University of Pennsylvania’s Wharton 

School of Business Leadership Development Program and the Johns Hopkins Leadership Development Program. 

Scott Lilly is a Senior Fellow at the Center for American Progress who writes and researches in a wide range of 

areas including governance, federal budgeting, national security and the economy. He joined the center in 2004 after 

31 years of service with Congress, including stints as clerk and staff director of the House Appropriations Committee, 

minority staff director of that committee, executive director of the House Democratic Study Group, executive director 

of the Joint Economic Committee and chief of staff in the Office of Rep. David Obey (D-Wis.). He has also been an 

adjunct professor in the Public Policy Institute at Georgetown University. Lilly served two years in the U.S. Army and is a 

graduate of Westminster College in Fulton, Mo. 

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panelists 

Linda Lingle is the Governor of Hawaii. When she took office in December 2002, her goals were to make state 

government more open, accountable and responsive. She was re-elected by the largest margin of victory in any 

gubernatorial race in state history, including winning all of Hawaii’s 51 House precincts. Lingle continues to emphasize 

her mandate for state government to lead by example, particularly in the areas of innovation, renewable energy and 

education reform. Now in her final year in office, Lingle and her team are committed to completing the goals they 

laid out for the state, including promoting STEM (science, technology, engineering and math) education for students, 

through a comprehensive set of programs for scholastic robotics; increasing support for preschool, K-12 and higher 

education, including charter schools; and enacting a constitutional amendment to place the superintendent of schools 

under the governor’s direct control. 

Robert Litan is Vice President of Research and Policy at the Ewing Marion Kauffman Foundation and a Senior 

Fellow at the Brookings Institution. He has authored or co-authored numerous books and articles in journals, 

magazines and newspapers on entrepreneurial approaches to boosting economic growth, government policies 

affecting financial institutions, regulatory and legal issues, international trade, and the economy in general. His latest 

book is Good Capitalism, Bad Capitalism, and the Economics of Growth and Prosperity (Yale University Press, 2007). He 

previously served as an associate director of the Office of Management and Budget and deputy assistant attorney 

general in the Antitrust Division of the Department of Justice. Litan received a bachelor’s degree from The Wharton 

School at the University of Pennsylvania, a J.D. from Yale Law School and both an M.Phil. and a Ph.D. in economics 

from Yale University. 

David Liu is a Managing Director in the Media Investment Banking Group at Jefferies & Company Inc., leading the 

firm’s practice in the digital media and Internet sector. In that role, he has completed more than 90 transactions. Past 

clients of the group include Yahoo, Shutterfly, Nokia, comScore, Fastclick, aQuantive, CBORD Group, Internet Brands, 

Limelight Networks, Name Media, Oak Pacific Interactive, Oversee and Reunion, among others. With more than 17 

years of investment banking, venture capital and technology start-up experience, Liu has advised on a broad range of 

transactions, including IPOs, follow-on offerings, convertibles, private company sales, tender offers and restructurings. 

Previously, he founded a software company, and he has served on the boards of several technology start-ups and 

incubators. Liu received an M.B.A. from Harvard Business School and two bachelor’s degrees from the University of 

Pennsylvania. 

Zhouwei Liu is Editor-in-Chief and Co-Founder of the 21st Century Business Herald. Founded in 2001, the 21st Century 

Business Herald has become China’s leading business newspaper under Liu’s leadership. Previously, Liu served at the 

Nanfang Weekly, establishing its economic news department. He was named a “Young Global Leader” by the World 

Economic Forum in 2009 due to his leadership in the rapid but sustained development of the 21st Century Business 

Herald; he was also a member of the Young Leader Roundtable at the 2009 Boao Forum for Asia. Liu holds bachelor’s 

degrees – one of them in journalism – from the People’s University of China as well as an M.B.A. from Cheung Kong 

Graduate School of Business. 

Clare Lockhart is Director and Co-Founder of the Institute for State Effectiveness, which focuses on transforming 

unstable societies through balancing state, market and civil society solutions in such countries as Afghanistan, Haiti, 

Nepal, Pakistan, Sierra Leone, Somalia and southern Sudan. Lockhart, who co-wrote Fixing Failed States: A Framework 

for Rebuilding a Fractured World, serves as an advisor to senior military and civilian leaders on a number of reviews and 

panels relating to global security and economic issues. Lockhart and her co-author were jointly ranked No. 20 on Foreign 

Policy magazine’s “Top 100 Global Thinkers of 2009.” Before founding ISE, Lockhart was living in Kabul, Afghanistan, as a 

U.N. advisor to the Bonn Agreement, a series of pacts intended to rebuild Afghanistan after the U.S. invasion. Previously, 

she managed a program on institutions at the World Bank. Lockhart is a member of the Bar of England and Wales. 

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panelists 

Bill Lockyer was elected State Treasurer of California in 2006. His priorities are to invest taxpayer funds prudently 

to ensure accountability and oversight on infrastructure projects funded by voter-approved bonds and to work with 

the governor and Legislature to put California back on sound fiscal footing. From 1999 to 2006, Lockyer served as state 

attorney general, creating the nation’s most sophisticated DNA forensic crime laboratory. He also cracked down on 

Medi-Cal fraud, securing hundreds of millions of dollars in court-ordered restitution and penalties; established the 

Megan’s Law website; and recovered billions of dollars for defrauded energy ratepayers, consumers and taxpayers. 

He spent 25 years in the Legislature, including a stint as Senate president pro tempore. A graduate of the University 

of California, Berkeley, Lockyer received a law degree from McGeorge School of Law in Sacramento. He also received a 

teaching credential from California State University, Hayward. 

Daniel Loeb is the CEO of Third Point LLC, an event-driven hedge fund with $3 billion in assets under management. 

Loeb leads portfolio management, risk management and research activities. Over its 14-year history, Third Point LLC 

has produced 21.7 percent net annualized returns. Before launching the hedge fund in 1995, Loeb worked on both 

the buy and sell sides for over a decade, gaining dedicated experience in high-yield credit sales at Citigroup, distressed 

debt at Jefferies & Company, and risk arbitrage at Lafer Equity Partners. He currently sits on the boards of Prep for Prep 

and Third Way, a nonpartisan political think tank. Loeb graduated from Columbia University with an A.B. in economics. 

Bill Lomax is the President of the Native American Finance Officers Association (NAFOA), a Native American 

nonprofit organization dedicated to improving the financial and business management of tribal governments and 

their businesses. NAFOA has more than 200 member Native American tribes and works to address financial issues that 

affect them and tribal governments generally. An enrolled member of the Gitxsan Nation, Lomax is also a director with 

the private equity firm Capital Dynamics and runs its day-to-day Native American business. He has also worked on Wall 

Street and directly for tribal governments as a portfolio manager and financial advisor. Lomax has worked with some 

of the largest Native American funds and has helped raise a significant amount of capital for tribal casinos. A former 

attorney, he is a graduate of the University of British Columbia Law School and holds an M.B.A. from the Columbia 

University Graduate School of Business. 

Kevin Long is the Co-Founder of Justmeans, an online community of people and companies focused on doing 

business – better. Justmeans helps companies engage with people on issues of social responsibility using social media 

and simple technology tools. Long is also the Founder of Global Deaf Connection, an Ashoka Fellow and a Reinhard 

Mohn Fellow. He spent more than 15 years doing business development work in both the for-profit and nonprofit 

sectors, working for large, multinational corporations as well as for small, social entrepreneurial-led NGOs. 

Steven Loranger is Chairman, President and CEO of ITT Corp. He has held the position since 2004. Prior to ITT, 

Loranger was chief operating officer at Textron Inc., overseeing a $10 billion portfolio of aircraft and defense, fluid 

systems, automotive and industrial business. Before Textron, Loranger spent 21 years at Honeywell and its predecessor, 

AlliedSignal. He also served as president and CEO of Honeywell’s $5 billion aerospace engines, systems and services 

business. Before Honeywell merged with AlliedSignal in 1999, he held various positions there, including president and 

CEO of AlliedSignal Engines, president of the Bendix Truck Brake Group and vice president of the Commercial Auxiliary 

Power Unit. Loranger is a member of the Business Roundtable and serves on numerous boards, including the Executive 

Committee of the Aerospace Industries Association board of governors. He served as an officer and pilot in the U.S. 

Navy and is a graduate of the University of Colorado. 

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panelists 

Susan Love is President of the Dr. Susan Love Research Foundation, which is dedicated to eradicating breast cancer. 

She is also a clinical professor of surgery at UCLA’s David Geffen School of Medicine, where she founded the Revlon/ 

UCLA Breast Center. One of the “founding mothers” of the breast cancer advocacy movement, she serves on the boards 

of the National Breast Cancer Coalition and the Young Survival Coalition. She is also a well-known author. Dr. Susan Love’s 

Menopause and Hormone Book warned against the long-term use of postmenopausal hormones, and the fifth edition 

of Dr. Susan Love’s Breast Book will be published this year. Among her latest projects is the Army of Women campaign to 

recruit 1 million subjects for breast cancer research. An entrepreneur, Love founded LLuminari, a multimedia women’s 

health information company, and ProDuct Health, now a wholly owned subsidiary of Cytyc Corp. 

Gary Loveman is Chairman, CEO and President of Harrah’s Entertainment Inc. As CEO since 2003, Loveman 

oversaw Harrah’s acquisition of Caesars Entertainment Inc. in 2005 and Harrah’s going private in 2008, a transaction 

led by private equity firms TPG Capital and Apollo Management. A former associate professor at the Harvard University 

Graduate School of Business Administration, Loveman joined Harrah’s as chief operating officer in 1998 and developed 

the customer loyalty program Total Rewards. Loveman has been recognized as the gaming and lodging industry’s best 

CEO by Institutional Investor magazine for four consecutive years. He is a director of Coach Inc. and FedEx Corp., and 

he sits on the boards at Joslin Diabetes Center in Boston and Children’s Hospital Boston. Loveman received a Ph.D. 

in economics from the Massachusetts Institute of Technology, where he was an Alfred P. Sloan Doctoral Dissertation 

Fellow, and a B.A. in economics from Wesleyan University. 

Peter Lowy is Group Managing Director of the Westfield Group, the world’s largest publicly traded retail real estate 

company, with an equity market capitalization of approximately $27 billion. Westfield has investment interests in 

119 shopping centers in the U.S., United Kingdom, Australia and New Zealand, with a gross value of approximately 

$54 billion. Before joining Westfield in 1983, Lowy worked in investment banking in London and New York. Lowy 

serves on the board and executive committee of the National Association of Real Estate Investment Trusts and on the 

management board of the European Public Real Estate Association. He also sits on the boards of the Lowy Institute for 

International Policy in Australia and the Rand Corp. as well as the executive committee of the Washington Institute for 

Near East Policy. He holds a bachelor’s degree from the University of New South Wales, Australia. 

Vinicius Lummertz is Secretary for the Foreign Affairs Office of the State Government of Santa Catarina, Brazil, a 

position he has held since early 2007. From 2004 until 2006, he was CEO of SC Parcerias, the public-private partnership 

company of the State of Santa Catarina. He is also chairman of the Unisul Business School. Silva was technical director 

of Brazil’s SEBRAE (the equivalent to the U.S. Small Business Administration) in Brasília. With a degree in political science 

from the American University of Paris and postgraduate studies at the John F. Kennedy School of Government at Harvard 

University and IMD Business School in Lausanne, Switzerland, he is pursuing a Ph.D. in knowledge management at the 

Federal University of Santa Catarina in Florianópolis. 

Bo Lundgren is Director General of the Swedish National Debt Office, a position he has held since 2004. A member 

of Sweden’s Parliament for 28 years, he also served as Minister for Fiscal and Financial Affairs from 1991 to 1994. In 

that role he was responsible for handling the deep crisis in the Swedish financial sector that followed a speculative 

bubble in the late 1980s. He was also responsible for tax reforms, including abolishing the turnover tax on stock trading, 

the wealth tax and double taxation of dividends and capital gains. After serving in government, Lundgren became 

economic spokesman for and later leader of the Moderate Party, Sweden’s main center-right party. The author of a 1998 

book on the crisis in the Swedish financial sector, he has served on the board of the Sveriges Riksbank (Sweden’s central 

bank). He received a bachelor’s degree in business administration from Lund University. 

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panelists 

Frank Luntz is Founder and President of The Word Doctors, a consulting firm focusing on message and image 

creation. Called “the Nostradamus of pollsters” and named one of the four “Top Research Minds,” Luntz has written, 

supervised and conducted thousands of surveys, focus groups, ad tests and dial sessions in more than two dozen 

countries. His clients include numerous Fortune 100 companies; the entire soft-drink, hotel and motion-picture 

industries; the U.S. Chamber of Commerce; the National Association of Manufacturers; and the Business Roundtable. 

His “Instant Response” focus group technique has been profiled often on television and elsewhere. In 2008, Luntz was 

the “Focus Group Czar” for Fox News. He is the author of Words That Work: It’s Not What You Say, It’s What People Hear 

and What Americans Really Want … Really. Luntz graduated from the University of Pennsylvania and received a Ph.D. in 

politics from Oxford University. 

Usama Malik is Vice President of Worldwide Innovation at Pfizer Inc., where he focuses on creating a culture of 

innovation, while investing in transformational and disruptive ideas that enhance existing revenues or generate new 

ones, improve the company’s cost structure or reduce business risk. Prior to assuming this role, Malik was a senior 

member of Pfizer’s Corporate Strategy group, responsible for managing the Pfizer-Wyeth integration, designing 

and developing the BBC R&D model and developing the company’s biosimilars strategy, among other initiatives. 

He previously was a leader in Booz & Company’s health-care and life sciences strategy consulting practice. Malik 

previously spent a number of years as a management consultant, strategic planner and product manager in the 

telecommunications industry. He holds a bachelor’s degree from the University of Maryland, College Park, pursued 

graduate course work in computer science at The Johns Hopkins University and received an M.B.A. from INSEAD. 

Burton Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton University and author of A 

Random Walk Down Wall Street, which played an important role in encouraging the use of index funds by institutional 

and individual investors. He is the author or co-editor of eight other books, including The Random Walk Guide to 

Investing: 10 Rules for Financial Success and Global Bargain Hunting: An Investor’s Guide to Profits in Emerging Markets, 

with J. P. Mei, and From Wall Street to the Great Wall, with others. Malkiel has long held professorships in economics at 

Princeton, where he was also chairman of the Economics Department. He was dean of the Yale School of Management 

and the William S. Beinecke Professor of Management Studies there. He is a past president of the American Finance 

Association and the International Atlantic Economic Association. He holds a B.A. and M.B.A. from Harvard University 

and a Ph.D. from Princeton. 

Stephen Manydeeds, a member of the Standing Rock Sioux Tribe and a geologist, is Division Chief with the Indian 

Affairs bureau of the U.S. Department of the Interior, overseeing the Division of Energy and Mineral Development. Since 

taking the helm in 2004, Manydeeds has led the federal office responsible for all energy and mineral activity on Indian 

Trust lands nationwide. With more than 35 years’ experience performing geologic and economic studies of energy 

and mineral resources on nearly all U.S. reservations, Manydeeds is focused on developing the vast resources found 

on Indian lands in a manner that will benefit tribes. He provides direct assistance to tribal offices in the negotiation of 

agreements and monitoring compliance with the terms of mineral agreements, as well as liaison with other federal and 

state agencies. Manydeeds is a graduate of the University of Wisconsin. 

Donald Marron is President of Marron Economics LLC. A visiting professor at the Georgetown Public Policy 

Institute, he also writes about economics, finance and life at dmarron.com. Marron has served as a member of the 

President’s Council of Economic Advisers, acting director of the Congressional Budget Office and executive director of 

Congress’s Joint Economic Committee. Before his government service, he taught economics and finance at what was 

then the University of Chicago Graduate School of Business, managed large antitrust cases at Charles River Associates in 

Washington, D.C., and served as chief financial officer of a health-care software start-up in Austin, Texas. Marron received 

a Ph.D. in economics from the Massachusetts Institute of Technology and a bachelor’s degree from Harvard University. 

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panelists 

Joan Marshall is the Executive Director of the College Savings Plans of Maryland, an independent Maryland state 

agency. Since 1998 she has led growth in the state’s 529 college savings plans to help families prepare for college 

costs and reduce reliance on student debt. The Maryland Prepaid College Trust has grown from 1,100 participants 

to more than 27,000 participants. In 2001, Marshall also led the development and launch of the Maryland College 

Investment Plan, which now has more than $1.8 billion in invested assets for approximately 115,000 beneficiaries. 

Together, invested assets in the two plans exceed $2.3 billion. Marshall is currently the chair of the College Savings Plans 

Network, an affiliate of the National Association of State Treasurers that includes public- and private-sector members 

who administer 529 plans nationwide. She holds a bachelor’s degree from Drew University and a master’s degree from 

The College of New Jersey. 

William McCahill Jr. is Vice Chairman of JLM Pacific Epoch, an independent research firm focused on China and 

created to meet institutional investors’ growing demand for China business intelligence. McCahill’s China experience dates 

to 1975. His 25-year diplomatic career culminated as chargé d’affaires of the American Embassy in Beijing, where he played a 

key role in concluding the Sino-American Bilateral WTO Agreement. During earlier Foreign Service assignments, he directed 

political, commercial and economic efforts in Hong Kong and Beijing, just as China’s economic reforms were getting under 

way. Before helping to found JLM Pacific Epoch, McCahill was the senior international business advisor of the WilmerHale 

law firm, assisting multinationals with such matters as intellectual property rights protection, medical publishing, securing 

Chinese cabinet approval for investment in state enterprise and developing China market-entry strategy. McCahill holds an 

A.B. from Boston College and completed graduate studies at Harvard University before joining the Foreign Service. 

Michael McCallister is President and CEO of Humana Inc., a leader in the health benefits industry. At the 

2010 World Economic Forum in Davos, Switzerland, McCallister was chosen as founding chairman of the new World 

Wellness Alliance, a consortium of leading multi-national corporations dedicated to improving workplace wellness and 

productivity. He has held a number of positions since joining Humana in 1974, including division president in charge 

of Texas, Florida and Puerto Rico operations; vice president for hospitals and health plans in Arizona and later Texas; 

CEO for hospitals in California and Arizona; and executive director of Humana Hospital-Huntington Beach in California. 

McCallister serves on the boards of the Business Roundtable and America’s Health Insurance Plans, the industry’s 

principal trade association, and on the College of Administration and Business Advisory Board of Louisiana Tech 

University. He received an M.B.A. from Pepperdine University and a bachelor’s degree from Louisiana Tech University. 

George McCarthy is Director of the Urban Opportunity Unit at the Ford Foundation. This initiative seeks to provide 

low-income people with better access to jobs and opportunities by supporting regional planning efforts, transportation 

investments and housing development that alleviates poverty within metropolitan areas. McCarthy previously 

administered a program focused on using homeownership to build assets for low-income families and their communities. 

Before joining Ford, he was a senior research associate at the Center for Urban and Regional Studies at the University 

of North Carolina at Chapel Hill, an assistant professor of economics at Bard College, resident scholar at the Jerome 

Levy Economics Institute, visiting scholar at King’s College of Cambridge University and at the University of Naples, and 

research associate at the Centre for Social Research in St. Petersburg, Russia. McCarthy received a bachelor’s degree from 

the University of Montana, a master’s degree from Duke University and a Ph.D. in economics from UNC–Chapel Hill. 

James McCaughan is CEO of Principal Global Investors and President of Global Asset Management for the 

Principal Financial Group. He oversees all global asset management activities, including developing global strategies 

and identifying and analyzing market opportunities. McCaughan has 31 years of experience in the investment business 

and was most recently the CEO of the Americas division of Credit Suisse Asset Management in New York. Prior to joining 

Credit Suisse, he was president and chief operating officer of Oppenheimer Capital in New York. A fellow of the Institute 

of Actuaries, he holds degrees in mathematics from the University of Cambridge. 

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panelists 

Robert McCord is the State Treasurer of Pennsylvania, helping to invest more than $80 billion per year. He has 

helped generate billions of dollars in improved returns for Pennsylvania’s pension funds and 529 college savings 

program. Before he took office in 2009, his work as a venture capitalist helped generate more than 2,000 jobs. From 

1994 and 2007, McCord worked as a senior executive at Safeguard Scientifics, founded the Eastern Technology Fund, 

and served as co-founder and managing director of Pennsylvania Early Stage Partners. From 1996 through 2007, he 

led the Eastern Technology Council, a trade association that served hundreds of fast-growing companies. Previously, 

McCord worked on Capitol Hill, where he specialized in budget and technology issues. He also served as the CEO of the 

bipartisan think tank Congressional Institute for the Future. McCord received his bachelor’s degree at Harvard College 

and his M.B.A. from the University of Pennsylvania. 

Steve McCorkle is Founder and CEO of Agricultural Waste Solutions Inc., which has patented a waste-to-energy 

solution for the $300 billion global agricultural waste-to-energy market. The system converts polluting wastes from 

large animal farms into clean renewable energy, producing clean water and biochar. McCorkle had 20 years of executive 

positions with Schlumberger, the world’s leading oilfield services company, supplying technology, information solutions 

and project management that optimize reservoir performance for clients in the oil and gas industry. He also served as 

executive vice president and chief operating officer of InterGlobal Waste Management, a firm serving the animal producing 

industry. In 2006 he was elected chairman of the Animal and Poultry Waste Management Center at North Carolina State 

University, where the largest study of technologies to abate animal waste pollution was conducted over a five-year period. 

McCorkle received an M.B.A. from the University of Houston and a bachelor’s degree from North Carolina State University. 

Gary McCullough is President, CEO and member of the board of directors of Career Education Corp., a $2 billion 

educational services company. The company has 13,000 employees and operates colleges, schools and universities 

that offer doctoral, master’s, bachelor’s and associate degrees at more than 90 on-ground and three online institutions 

in the United States and abroad. Previously, McCullough served as president of Abbott Laboratories’ Ross Products; 

four years as senior vice president, Americas, for the Chicago-based Wm. Wrigley Jr. Company; and 13 years at Procter & 

Gamble in management roles. McCullough served five years in the U.S. Army, where he rose to the rank of captain. He is 

a member of The Economic Club of Chicago and the board of directors of The Executives’ Club of Chicago. McCullough 

holds an M.B.A. from the J. L. Kellogg Graduate School of Management at Northwestern University and a B.S. from 

Wright State University. 

James McDermott is a Managing Director for US Renewables Group and one of two Managing Partners. He 

started his career as a public power banker with First Boston’s Municipal Finance Group in New York, working with the 

Southern California Public Power Authority, the Los Angeles Department of Water and Power, and other West Coast 

utilities. As a private equity investor, McDermott worked for Prudential’s Private Capital Group and Allen & Company. As 

an entrepreneur, he started, ran or invested in Stamps.com Inc., Spoke Software Inc., Archive Inc., Practice Technologies 

Inc. and NanoH2O Inc. McDermott is on the board of the American Council On Renewable Energy. He is active in 

the management of Fulcrum BioEnergy LLC, General Compression, Novo Development Company, Oski Energy and 

SolarReserve. McDermott received an M.B.A. from the Anderson School at the University of California, Los Angeles, and 

a bachelor’s degree from Colorado College. 

William McDonough is Executive Vice President of the United Food and Commercial Workers International 

Union. He is dedicated to building the broad-based worker movement that will make economic justice possible for 

21st century workers. As the director of collective bargaining, McDonough utilizes new strategies; unity bargaining 

campaigns; and innovative, broad-based actions to mobilize UFCW members so they can build a powerful voice in 

the workplace and a better life for themselves and their families. His current role is the culmination of three decades of 

experience as a union builder and rank-and-file organizer. 

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panelists 

Nancy McFadden is Senior Vice President and Senior Advisor to the Chairman and CEO of PG&E Corp. She 

contributes to shaping PG&E’s business strategy with particular emphasis on public policy and environmental matters. 

McFadden previously served as senior vice president of public affairs for PG&E Corp. and Pacific Gas and Electric 

Company, managing government relations as well as philanthropic and community initiatives. Before joining PG&E, 

McFadden spent nearly two decades as a key legal, political and policy advisor at both the federal and state levels. 

In California, she served as senior advisor to Governor Gray Davis. A senior member of the Clinton administration for 

eight years, she served as deputy chief of staff to Vice President Al Gore, general counsel for the U.S. Department of 

Transportation and deputy associate attorney general. McFadden received a bachelor’s degree from San Jose State 

University and a J.D. from the University of Virginia. 

Kevin McGovern is Founder, Chairman and CEO of The Water Initiative, which develops home-based waterpurification 

systems and markets them through microenterprises, particularly in developing countries. TWI is now 

rolling out clean water solutions with subsidies and active support from the Mexican government. McGovern is also 

chairman and CEO of McGovern Capital LLC, providing investments and business strategy to emerging companies. 

He has founded more than a dozen companies, seven of which are world and/or category leaders, including SoBe 

Beverages, Tristrata (skin-care technology), KX Industries (home-based water purification) and Clean Coal Technologies 

Inc. He serves on various public and private boards, including that of the USA Pavilion for the 2010 Shanghai World 

Expo. He is also presidential councilor and trustee emeritus of Cornell University, chairing the IP, tech transfer and 

entrepreneurship committees. He is a graduate of Cornell University and received a J.D. from St. John’s University. 

Chris McNeil Jr. is President and CEO of Sealaska Corp., which operates businesses in forest products, wood 

products, financial markets, information technology, plastics injection molding and manufacturing, machining and 

fabrication, environmental remediation, global logistics and construction aggregates. Sealaska is owned by more than 

20,000 tribal members of Tlingit, Haida and Tsimshian descent and employs more than 1,700 people worldwide. A 

member of the Tlingit and Nisga’a nations, McNeil has held a variety of positions at Sealaska, including executive vice 

president, general counsel and board member. He currently serves as vice chairman of the Indian Country Renewable 

Energy Consortium. He was awarded the Henry Roe Cloud medal in 2008 from Yale University and was named the 

Alaska Federation Citizen of the Year in 2007. McNeil received a J.D. from Stanford University, a master’s degree in 

political science from Yale University and a bachelor’s degree from Stanford University. 

Mark McQueen is President and CEO of Wellington Financial LP, and has led Wellington’s growth from its inception 

in 2000. Wellington is Canada’s most active venture debt fund, leading $330 million of new transactions since 2004. 

It opened its first U.S. office in 2009. In 2009, Profit Magazine ranked Wellington No. 17 among the fastest-growing 

companies in Canada; the firm was listed the previous year as well. McQueen was a managing director and head of 

technology investment banking of a predecessor firm of investment dealer Macquarie Capital Markets Canada from 

2000 until late 2004, when he assumed the Wellington Financial role on a full-time basis. He previously was a member 

of the mergers and acquisitions group at BMO Nesbitt Burns Inc. He serves as a member of the executive committee 

of the board of directors of the Canadian Venture Capital & Private Equity Association, among others. McQueen was 

educated at The University of Western Ontario. 

Eliseo Medina is International Executive Vice President of the Service Employees International Union (SEIU). 

Described by The Los Angeles Times as “one of the most successful labor organizers in the country,” he is currently 

leading the SEIU’s efforts to achieve comprehensive immigration reform. Medina’s career as a labor activist began in 

1965 when, as a 19-year-old grape picker, he participated in the historic United Farm Workers strike. Over the next 13 

years, Medina worked alongside Cesar Chavez, eventually rising through the ranks to serve as the union’s national vice 

president. He joined SEIU in 1986. Medina was a key strategist in the Los Angeles strike by SEIU Local 1877’s building 

service workers, who in April 2000 won the largest wage increase in the 15-year history of SEIU’s Justice for Janitors 

campaign. He has also worked to advance the cause of more than 100,000 home care workers in California. 

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panelists 

Sanjay Mehta is CEO of Essar Global Services Ltd. He is also CEO of Essar Shipping & Logistics Ltd. During his tenure 

with Essar, he has successfully restructured the shipping and logistics portfolio and made other investment decisions 

for the Ruia family, the major shareholder of the Essar Group of companies. Mehta has more than 15 years’ experience in 

international shipping and investment banking. Before joining Essar, he led the investment banking desk in Southeast 

Asia and Asia Pacific regions at American Marine Advisors in New York. Prior to that, he was with Goldman Sachs in New 

York and Hambros Bank in London. He sits on the board and audit committee of the Steamship Mutual Protection & 

Indemnity Club in London, and is also a board member at the American Bureau of Shipping. Mehta has an M.B.A. from 

London Business School and a degree from the London School of Economics. 

Dirk Meyer is President and CEO of AMD and also serves on its board of directors. From 2006 to 2008, Meyer was 

president and chief operating officer. From 2001 to 2006, he led the company’s microprocessor business, where his 

leadership doubled its revenue and helped to substantially expand AMD’s global profile. Previously, he was senior vice 

president and an executive officer; group vice president and general manager of AMD’s microprocessor business; and 

vice president of engineering. Prior to joining AMD in 1995, Meyer spent nearly a decade at Digital Equipment Corp., 

where he was co-architect of the Alpha 21064 and 21264 microprocessors. A named inventor on 47 patents and patent 

applications, he received the Association for Computing Machinery Maurice Wilkes Award in 2003. Meyer serves on the 

board of the Semiconductor Industry Association. He received a bachelor’s degree in engineering from the University 

of Illinois and an M.B.A. from Boston University. 

Businessman and education reform visionary Lowell Milken is Founder of TAP: The System for Teacher and 

Student Advancement, and Chairman/Co-Founder of the Milken Family Foundation. In 1985, Lowell established the 

Milken Educator Awards, the nation’s preeminent teacher recognition program. Recognizing that sufficient numbers 

of talented teachers would never result from current education practices, Lowell launched the comprehensive TAP 

System in 1999 to create powerful, sustained opportunities for career advancement, professional growth, teacher 

accountability and performance pay. TAP’s proven reforms impact 7,500 teachers and 85,000 students with demand 

escalating nationwide. In business, Lowell chairs London-based Heron International, a worldwide force in property 

development, and Knowledge Universe Education Inc., a leader in early childhood education, K-12 programs and 

services. A graduate summa cum laude of UC Berkeley, Lowell received the School of Business Administration’s Most 

Outstanding Student Award. At UCLA School of Law, he earned distinctions of Order of the Coif and Law Review. 

Fortune magazine called Milken Institute Chairman Mike Milken “The Man Who Changed Medicine” for his 35 years 

of accelerating progress against all life-threatening diseases. Building on work begun in the 1970s, he co-founded the 

Milken Family Foundation in 1982 to support medical research and education. He also heads FasterCures and helped 

found the Melanoma Research Alliance. His philanthropic career paralleled a financial career that helped democratize 

modern capital markets, creating millions of jobs. Mike is an investor in many companies that help build human capital, 

including enterprises operating early childhood education centers. He graduated with highest distinction from the 

University of California, Berkeley and earned his MBA from the University of Pennsylvania’s Wharton School. He and his 

wife, Lori, who celebrate their 42nd anniversary this year, have three children and four grandchildren. Additional details 

and a wide selection of articles written by Mike are at www.mikemilken.com. 

Andrew Miller is an Entrepreneur and Founder of Internet Real Estate Group LLC. Miller has co-founded numerous 

online businesses, including Creditcards.com, Shop.com, Diamond.com, Timeshares.com and Luggage.com. In addition 

to Internet Real Estate Group, he is Managing Partner and President of InsuranceQuotes.com LLC, Chocolate.com LLC, 

FantasyFootballChamps.com and SimpleDomains.com. He also founded a direct marketing and television company, 

MarkeTVision Direct Inc., which he sold in 1998. Miller began his career at Drexel Burnham Lambert before joining 

Bear Stearns and then Smith Barney as vice president of investments. He is actively involved with the Prostate Cancer 

Foundation, The Greg and Scott Miller Glycogen Storage Disease Fund, Grassroots.org, Children’s Hospital Boston and 

Cornell University’s Alumni Admissions Ambassador Network. He received a bachelor’s degree from Cornell University 

and is an alumnus of Harvard Business School, where he graduated from the Owner/President Management Program. 

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panelists 

Anthony Miller is U.S. Deputy Secretary of Education. In that role, he serves as the chief operating officer of the U.S. 

Department of Education. He was previously an operating partner with Silver Lake, a leading private investment firm 

with over $15 billion in capital. From 2003 to 2006, Miller was executive vice president of operations with LRN Corp., 

a provider of governance and compliance software and legal research services. Prior to LRN, he worked for 10 years 

at McKinsey & Company. In addition to his private-sector experience, Miller worked extensively with the Los Angeles 

Unified School District from 1997 to 2000, developing student achievement goals and strategies, aligning budgets and 

operating plans, and designing metrics and processes for monitoring district-wide performance. He undertook similar 

work with the Santa Monica-Malibu Unified School District. Miller holds an M.B.A. from Stanford University’s Graduate 

School of Business and a bachelor’s degree from Purdue University. 

Chris Miller is Manager of Corporate Consciousness for Seventh Generation, which produces safe and environmentally 

responsible products for a healthy home, and aims to be at the forefront of a cultural change in consumer behavior 

and business ethics. Miller works across the company to develop and implement strategies for sustainability. His 

responsibility includes mission-related stakeholder engagement, development of a robust companywide climate and 

energy plan and developing strategic values-led partnerships with NGOs. Before joining Seventh Generation, Miller 

spent five years directing Greenpeace’s Climate Change Campaign. He also spent six years working with Ben Cohen and 

Jerry Greenfield, co-founders of Ben & Jerry’s, on their issue advocacy work. Miller began his career on the Washington, 

D.C., staff of then-Rep. Bernie Sanders (I-Vt.). 

Matt Miller is the host of “Left, Right & Center,” public radio’s popular week-in-review program. He is also a weekly 

columnist for the online edition of The Washington Post and a senior fellow at the Center for American Progress. Miller is 

the author of The Tyranny Of Dead Ideas: Revolutionary Thinking for a New Age of Prosperity, which was recently published 

in paperback. His first book, The Two Percent Solution: Fixing America’s Problems In Ways Liberals And Conservatives Can 

Love (2003), was a Los Angeles Times best-seller. HIs commentary has been featured on “The Colbert Report,” “Real Time 

With Bill Maher,” “The Kudlow Report” and many other public affairs programs. Miller served as senior advisor at the 

White House Office of Management and Budget from 1993 to 1995. From 1991 to 1992 he was a White House Fellow, 

serving as special assistant to the chairman of the FCC. 

Rick Miller, a Principal at Capitol Impact, is also a Senior Partner with California Education Partners, an education 

organization focused on improving student achievement by fostering school district collaboration, shared learning and 

long-term improvement. Prior to joining California Education Partners, Miller was the deputy superintendent for the 

P-16 Policy and Information Branch of the California Department of Education. In this position, he developed policy 

recommendations on promising ways to improve student achievement throughout California specifically focused on 

closing the state’s achievement gaps from pre-kindergarten to higher education. Prior to that, Miller worked at Microsoft 

Corp. developing communications strategies for privacy, security and overall corporate image. He also served as a 

strategic communications advisor to the chancellor of the California State University system. Previously Miller served in 

the U.S. Department of Education as press secretary to Richard Riley, secretary of education in the Clinton administration. 

Robert “Steve” Miller has been Chairman of MidOcean Partners since 2009. Before joining MidOcean, he was 

chairman and CEO, then executive chairman, of auto-parts giant Delphi Corp. He has held top leadership posts at 

many companies, including Federal-Mogul Corp., Bethlehem Steel, Waste Management and Morrison Knudsen Corp. 

Previously, Miller worked at Ford Motor Company and at Chrysler Corp., where he led the financial negotiations with 

400 bank lenders and the federal government that resulted in the 1980 federal bailout package that saved Chrysler. 

After leaving Chrysler, Miller joined investment bank James D. Wolfensohn Inc. as a senior partner, and served as an 

advisor to Olympia & York, a privately held real estate firm. He is currently a director of Symantec Corp., American 

International Group Inc. and United Airlines. Miller received a bachelor’s degree from Stanford University, a J.D. from 

Harvard and an M.B.A. from Stanford University. 

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panelists 

Scott Minerd is Chief Investment Officer of Guggenheim, a diversified financial services firm with over $100 billion 

in assets under supervision. Minerd sets the overall investment strategy, overseeing client accounts across a range of 

fixed-income and equity securities. He has expertise in finance and public policy, most recently working on the Build 

America Bonds and Qualified School Construction Bond programs. Minerd is regarded as a leading voice in how the 

private sector can work with state and local governments for the benefit of both the public good and investors. Before 

Guggenheim, he was a managing director for Morgan Stanley and later Credit Suisse, where he oversaw fixed-income 

credit trading in the U.S., Europe and Asia. Minerd began his career as a CPA for Price Waterhouse. He received his 

bachelor’s degree in economics from the Wharton School at the University of Pennsylvania and completed graduate 

work at the University of Chicago and the Wharton School. 

Maureen Miskovic is the former Chief Risk Officer at State Street Corp., where she also previously served on 

the board of directors. Before joining the management team at State Street, she was chairman of Eurasia Group, a 

political risk research and consulting firm. Prior to that, she was chief risk officer at Lehman Brothers; London treasurer 

for Morgan Stanley; and group treasurer and chief risk officer at S.G. Warburg. Early in her career, she worked at Morgan 

Grenfell, where she was responsible for stock index arbitrage, and traded base and precious metals for a London 

Metal Exchange firm. Named one of American Banker’s “25 Women to Watch” in 2009, Miskovic serves on the boards 

of the Boston Symphony Orchestra, the Sustainable Preservation Initiative and the Veterans Healing Initiative. She is a 

graduate of King’s College London, a constituent college of London University. 

Kate Mitchell is the Managing Director of Scale Venture Partners, a venture capital fund in Silicon Valley that she 

co-founded and that has $900 million under management. She leads investments in software and business services. 

Mitchell has more than 25 years’ experience in technology, finance and management. She has actively worked with 

such successful portfolio companies as Hubspan, Jaspersoft, mBlox and Wayport. Mitchell is also chairman-elect of the 

National Venture Capital Association. She sits on the advisory board of Silicon Valley Bank Venture Capital and is joining 

the SVB Financial Group board of directors, effective April 2010. Mitchell holds a B.A. from Stanford University and an 

M.B.A. from the Executive Program at Golden Gate University. She also attended the Harvard Executive Program for 

Strategic Marketing. 

Lesa Mitchell is a Vice President with the Ewing Marion Kauffman Foundation, responsible for the foundation’s 

pioneering work in understanding the policy levers that influence the advance of innovation from universities into 

the commercial market. Under her leadership, the foundation is defining and codifying alternative commercialization 

pathways, and identifying new models to foster innovation. Mitchell was instrumental in founding the Kauffman 

Innovation Network and its iBridge Network, the Translational Medicine Alliance, the National Academies-based 

University–Industry Demonstration Partnership and the replication of innovator-based mentor programs across the 

U.S. In addition, Mitchell serves on the boards of Gazelle Growth in Denmark and the University of Kansas Institute 

for Commercialization. Previously Mitchell spent 20 years in global executive roles at Aventis, Quintiles and Marion 

Laboratories and ran an electronic clinical trials consulting business in support of global pharmaceutical clients. 

Larry Mizel is Chairman and CEO of MDC Holdings Inc., which he founded in 1972. MDC is the parent corporation of 

Richmond American Homes, one of the nation’s leading homebuilders. He is a founder of the Simon Wiesenthal Center 

of Los Angeles and founder of the Mizel Museum, which provides artistic and educational programs that promote 

community understanding and tolerance in the Rocky Mountain region. The Mizel Museum includes the Center for 

Empowered Living and Learning, a nonprofit institution dedicated to educating Americans about global terrorism. He is 

a life member of the Council on Foreign Relations and a board member of the American Israel Public Affairs Committee, 

which works to ensure strong U.S. support for Israel. Mizel has a bachelor’s degree in business administration from the 

University of Oklahoma and a J.D. from the University of Denver College of Law. 

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panelists 

Kenneth Moelis is CEO of Moelis & Company, which he founded in 2007 and which now employs nearly 300 

people in offices in North America, Europe and Australia. The firm has been involved in large-scale M&A transactions, 

including InBev and Anheuser-Busch, Microsoft and Yahoo, and Blackstone and Hilton Hotels. Its recapitalization and 

restructuring practice currently advises on such assignments as Aleris, Dubai World, Lyondell, MGM and Tribune. Moelis 

previously held several positions at UBS, including president of UBS Investment Bank, joint global head of investment 

banking and head of Americas investment banking. Prior to UBS, Moelis was head of corporate finance and co-head of 

the Los Angeles office of Donaldson, Lufkin & Jenrette. At Drexel Burnham Lambert, he helped pioneer the use of highyield 

debt to finance high-growth companies and mergers and acquisitions. Moelis holds an undergraduate degree 

and an M.B.A. from the University of Pennsylvania’s Wharton School. 

James Moglia is Executive Managing Director of BMO Capital Markets and heads its U.S. Debt Capital Markets 

and Leverage Finance Groups. He leads a team focused on high yield and investment grade bonds, syndicated loans, 

mezzanine securities and private equity. Moglia has completed approximately 600 financing transactions involving 

over $250 billion during his career. Prior to joining BMO in 2001, he was a Managing Director at CIBC World Markets; 

head of PaineWebber’s Leveraged Transactions Group; and managing director and co-head of Kidder Peabody’s High 

Yield Capital Markets Group, head of the LBO Group, and a senior member of its Restructuring Department. He began 

his career in high yield and buyout transactions at Drexel Burnham Lambert, where he was a senior vice president in the 

High Yield Structuring and Special Situations Group. Moglia has an M.B.A. in finance from The Wharton School of the 

University of Pennsylvania and a B.A in economics from Columbia University. 

Leslie Moonves has been President and CEO of CBS Corp. since its inception in 2006, helping to lead one of the 

world’s largest media companies. Moonves previously was co-president and co-chief operating officer of Viacom Inc. 

and chairman of CBS, and served as president and CEO of CBS Television. Under his guidance, CBS has maintained its 

dominance as the No. 1 broadcast network, fueled growth in the Showtime pay cable network and, through the 2008 

acquisition of CNET, transformed into one of the world’s Top 10 Internet companies. Moonves has also been at the 

forefront of developing new ways to distribute and monetize content on new and emerging platforms worldwide. 

Additionally, his move to consolidate the company’s local TV and radio stations has positioned CBS as a leader in local 

media. In the publishing world, he helped lead Simon & Schuster’s move into the eBooks marketplace. 

Heidi Moore is a business writer in New York City. She contributes to “The Big Money” website, a member of the Slate 

Group that focuses on economics and money. She also wrote for The Wall Street Journal, chiefly covering mergers and 

acquisitions for the news organization’s “Deal Journal” blog. Moore has also worked as an editor at Samhain Publishing, 

which specializes in ebooks, and as a contributor to TheDeal.com and eFinancialNews Ltd. 

Jeff Morby is Chairman and Co-Founder of the Cure Alzheimer’s Fund, a public charity financing research directed 

at finding cures for the disease. He is also chairman of the Morby Family Charitable Foundation; a board member of the 

Pittsburgh Cultural Trust, the Pittsburgh City Theater and the National Council of the World Wildlife Fund; and a member 

of the advisory boards of The University of Pittsburgh Drug Discovery Institute and the Graduate School of Public 

Health. A managing director of Amarna Corp. LLC, a privately held investment company, he retired from Mellon Bank 

Corp. in 1996 as vice chairman in charge of wholesale activities, which encompassed all large corporate relationships. 

He was also chairman of Mellon Bank Europe, Mellon Capital Markets and Mellon’s Proprietary Investment Committee, 

and was a director of the Boston Company. Morby has an M.B.A. from Harvard Business School and a B.S. in engineering 

from Stanford University. 

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panelists 

David Morton is Chief Research Officer and Co-Chief Investment Officer of Foxhall Capital Management, a 

global manager that uses exchange-traded funds to create separately managed accounts, mutual funds and variable 

insurance portfolios. He leads the research team in developing, documenting and communicating the investment 

principles and procedures behind Foxhall’s approach to global investing, risk management and preservation of capital 

during declining markets. Since 1984 he has been a global tactical asset allocation portfolio management practitioner; 

since 1999 he has served as editor for AdvisorGuide, a quantitative research firm that publishes guidance for financial 

advisors. Morton is a member of the National Association of Active Investment Managers, the Market Technicians 

Association and the Financial Planning Association. He is a graduate of the University of Florida. 

Robert Mundell is a 1999 Nobel Laureate in Economic Sciences and a Professor of Economics at Columbia 

University, where he has taught for 25 years. He is known as the father of the theory of optimum currency areas; he 

formulated what became a standard international macroeconomics model; he was a pioneer of the theory of the 

monetary and fiscal policy mix, and reformulated the theory of inflation and interest; he was a co-developer of the 

monetary approach to the balance of payments; and he was an originator of supply-side economics. He has written 

extensively on the international monetary system and played a significant role in the founding of the euro. He has 

also written extensively on “transition” economies. Mundell has been an advisor to numerous governments and 

international agencies. He studied at the University of British Columbia and the London School of Economics before 

receiving a Ph.D. from the Massachusetts Institute of Technology. 

Barry Munitz is Chair of California P-16 Council, a group of education, business and community leaders charged 

with developing strategies to improve education for preschool through college students. He is also a Trustee Professor 

at California State University, Los Angeles. He serves on the President’s Advisory Committee of the Woodrow Wilson 

Foundation and on the board of trustees of Sierra Nevada College. Munitz has served as chancellor of the California State 

University, the largest system of higher education in the country, and as president and CEO of the J. Paul Getty Trust. He is 

a governor of the Broad Family Foundations, a corporate director at Sallie Mae and a trustee of Ellis University. He formerly 

chaired the American Council of Education Board. Munitz was chancellor of the University of Houston and academic vice 

president of the University of Illinois system. He received a Ph.D. in comparative literature from Princeton University. 

Timothy Murray is Managing Director at Guggenheim’s Houston office, focusing on investments and financings 

in the energy industry. Before joining Guggenheim, Murray was an executive vice president and manager of the energy 

group of Wells Fargo. He held many positions at Wells Fargo, including serving as president of Wells Fargo Energy 

Capital, managing the energy group in Houston, managing the corporate banking division in San Francisco and 

managing the Southwest Corporate and Energy Divisions. He also worked as a reservoir engineer with ARCO. Murray is 

a member of the Finance Committee and chairman of the Capital Markets Committee at the Independent Petroleum 

Association, and an explorer member of the Texas Independent Producers and Royalty Owners Association. Murray is 

also a member of the M.B.A. Advisory Board at Texas A&M University, where he received a B.S. in chemical engineering. 

He holds an M.B.A. in finance from Southern Methodist University. 

Alain Mutricy is Senior Vice President of Product Management with Motorola’s Mobile Devices business. He 

leads a global team responsible for the definition and life cycle management of the portfolio of handset devices. This 

includes responsibility for defining the core value propositions for product families, understanding the economics and 

customer needs, and ensuring that overall product category offerings are successful in target markets. Prior to this 

role, Mutricy drove strategic mobile software and chipsets selection and development to enable differentiated mobile 

experiences; he was involved in Motorola’s industry-leading efforts in Linux for mobile. Before joining Motorola in 2007, 

Mutricy spent over 18 years with Texas Instruments, where he held key leadership roles designing, developing and 

delivering chipsets for the wireless handset market. Mutricy received an M.B.A. in business administration at HEC Paris 

and a master’s degree in engineering from ENSAM in Paris. 

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panelists 

Ethan Nadelmann is the Founder and Executive Director of the Drug Policy Alliance, the leading organization in 

the United States advocating for drug policies grounded in science, compassion, health and human rights. Nadelmann 

has written two books on international criminal law enforcement – Cops Across Borders and Policing the Globe, with 

Peter Andreas – as well as countless articles on drug policy. Described by Rolling Stone as “the point man” for drug 

policy reform efforts, he is widely regarded as a principal proponent of drug policy reform both in the United States 

and abroad. Nadelmann, who taught politics and public affairs at Princeton University from 1987 to 1994, received his 

bachelor’s degree, J.D. and Ph.D. from Harvard University, as well as an M.Sc. in international relations from the London 

School of Economics. 

Grace Napolitano has represented California’s 38th District in the U.S. House of Representatives since 1998. Her 

Los Angeles County-based district covers several cities in the Southeast and San Gabriel Valley areas. She serves on the 

House Committee on Natural Resources, chairing the subcommittee on water and power. She is also a member of the 

House Transportation and Infrastructure Committee and co-chairs the bipartisan Congressional Mental Health Caucus. 

Napolitano previously served as chair of the Congressional Hispanic Caucus. A working mother of five, Napolitano 

made her way up through the ranks of the Ford Motor Company. After retirement, she began her political career as a 

member of the Norwalk City Council, later winning election to the California Assembly. 

Peter Navarro is a Professor of Economics and Public Policy at The Paul Merage School of Business at the University 

of California, Irvine. He is the author of the management books The Well-Timed Strategy and The Coming China Wars, 

and the best-selling If It’s Raining in Brazil, Buy Starbucks. His latest book, Always a Winner: Finding Your Competitive 

Advantage in an Up and Down Economy, shows companies how to thrive in the face of economic turbulence. Navarro’s 

internationally recognized expertise lies in his big-picture application of a sophisticated but accessible macroeconomic 

analysis of the international business environment and financial markets for investors and corporate executives. He has 

appeared frequently on television and has been published in Barron’s, BusinessWeek, Harvard Business Review, The New 

York Times, The Wall Street Journal and Sloan Management Review. Navarro holds a B.A. from Tufts University and a Ph.D. 

in economics from Harvard University. 

Garry Neil is Corporate Vice President of the Corporate Office of Science and Technology at Johnson & Johnson. 

Neil’s team identifies and launches emerging technologies that underpin the creation of future businesses. He has 

held a number of senior positions at Johnson & Johnson, including group president of pharmaceutical research and 

development. Under his leadership, approvals have been granted for a number of important new medicines for the 

treatment of cancer, anemia, infections, central nervous system and psychiatric disorders, pain, and genitourinary 

and gastrointestinal diseases. Previously, Neil held senior-level positions with Astra Merck Inc., Astra Pharmaceuticals, 

AstraZeneca and Merck KGaA. He has also held academic posts at the Ludwig Institute for Cancer Research, the 

University of Toronto, the University of Iowa College of Medicine and the University of Pennsylvania (adjunct). He 

received a medical degree from the University of Saskatchewan College of Medicine. 

Debra Nelson is the Vice President of Corporate Diversity and Community Affairs at MGM Mirage. Under her 

leadership, MGM Mirage is now ranked on nationally prominent lists for diversity performance. Nelson has held 

diversity, public affairs and communications positions at the former DaimlerChrysler and Mercedes-Benz companies 

in New Jersey and Alabama, where she helped introduce the M-Class sport utility vehicle to the global market. In 

Nevada she founded the Las Vegas Women of Color Conference, as well as the Diversity Professionals Network. Her 

board appointments include the College of Southern Nevada, Las Vegas Urban League, Boys & Girls Club, Nevada Hand 

and the Urban Chamber of Commerce, where she is president. In Business Las Vegas named her among its “Women to 

Watch,” Casino Enterprise Management presented her with its Rising Star Award, and the National Association of Women 

Business Owners honored her with its Women of Distinction Award. 

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panelists 

Rick Newman is Chief Business Correspondent for U.S. News & World Report, where he’s been writing about the 

recession, the recovery, the evolution of capitalism and the changing fortunes of America’s middle class. He’s also a 

frequent commentator on MSNBC, CNN, Fox and other TV and radio networks. Before moving to New York in 2001, 

Newman spent 12 years in Washington, D.C., as the magazine’s Pentagon correspondent. His work earned him the 

Gerald R. Ford Prize for Distinguished Reporting on National Defense. He is also the co-author of Firefight: Inside the 

Battle to Save the Pentagon on 9/11 (2008) and Bury Us Upside Down: The Misty Pilots and the Secret Battle for the Ho Chi 

Minh Trail (2006). 

John Ngumi is Director of Investment Banking Coverage in the Corporate & Investment Banking division of Standard 

Bank Africa. From 2005 to 2008, he was director of investment banking in East Africa. Before joining Standard Bank, 

Ngumi was regional head of investment banking, and head of the public sector division at Stanbic Bank Kenya Ltd.; vice 

president and assistant general manager of public sector and corporate finance at Citibank NA; and an independent 

investment banker in Nairobi. Ngumi is currently a member of the prime minister’s task force on developing green 

energy and The Capital Markets Authority’s task force on the development of an OTC market for Kenya Government 

Treasury Bonds. He is a founding member of The Central Bank Market Leaders Forum, which structures monthly Kenya 

Government Treasury Bond issues. Ngumi received his B.A. in philosophy, politics and economics from St. Peter’s 

College at Oxford University. 

C. L. Max Nikias is Executive Vice President and Provost at the University of Southern California. He will become 

USC’s 11th president in August 2010. As USC’s chief academic officer, he oversees a vast academic community, 

consisting of the College of Letters, Arts and Sciences, the Keck School of Medicine, and 16 professional schools as 

well as the divisions of student affairs, libraries, information technology services, student religious life and enrollment 

services. He was previously dean of the USC Viterbi School of Engineering and is now the Malcolm R. Currie Chair in 

Technology and the Humanities. Nikias is a member of the National Academy of Engineering, a fellow of the Institute of 

Electrical and Electronics Engineers (IEEE), and the recipient of the 2008 IEEE Simon Ramo Medal. He received his M.S. 

and Ph.D. from the State University of New York, Buffalo. 

Rex Northen is Executive Director of Cleantech Open and an entrepreneur with a long history of building and 

managing companies and successful teams. As founder and CEO of technology companies in both Europe and the 

United States, Northen has extensive product development, management and technical expertise. He has worked 

with hundreds of diverse companies, ranging from startups to global corporations. Northen has led Cleantech Open 

since January 2009, overseeing the growth of the California-based nonprofit from its Bay Area roots to a national 

organization with regional operations based in Silicon Valley, Seattle, Denver, Minneapolis and Boston. He also directed 

the establishment of the Global Cleantech Open in partnership with the Kauffman Foundation. Northen holds an M.A. 

from the University of Oxford. 

Andy O’Brien is a Managing Director and Co-Head of Syndicated and Leveraged Finance at J.P. Morgan, responsible 

for loan syndication, high yield bonds and restructuring practices. A 25-year veteran of J.P. Morgan and its predecessor 

organizations, he also serves on J.P. Morgan’s Balance Sheet Committee. O’Brien has served in numerous positions at 

the company, including head of loan syndications, head of U.S. loan sales and vice president in charge of the bank’s 

European Media Group. He started with Manufacturers Hanover Trust Co., which became part of J.P. Morgan through a 

series of mergers. He sits on the board of the Loan Syndications and Trading Association. O’Brien received an M.B.A. in 

finance from Columbia University and a B.A. from the College of the Holy Cross. 

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panelists 

Barry O’Callaghan is Chairman of Education Media and Publishing Group (EMPG) and CEO of EMPG’s principal 

operating company, Houghton Mifflin Harcourt. Previously, O’Callaghan was CEO of Riverdeep, joining in 1999, taking 

the company public and overseeing the acquisitions of seven companies, including Edmark, The Learning Company 

and Broderbund. In 2006, O’Callaghan initiated a reverse merger between Riverdeep and Houghton Mifflin Company, 

establishing EMPG as the holding company. Under his leadership, EMPG acquired the Harcourt Education, Harcourt 

Trade and Greenwood-Heinemann divisions of Reed Elsevier in 2007. In July 2008, EMPG established Education Media 

and Publishing Group International to drive sales of Houghton Mifflin Harcourt products in local, non-U.S. markets. 

Before Riverdeep, O’Callaghan was an investment banker with Morgan Stanley and worked in the Equity Capital 

Markets division of Credit Suisse. O’Callaghan has a J.D. from Trinity College Dublin. 

Timothy O’Hara is a Managing Director of Credit Suisse, where he is also Head of the Fixed Income Division-North 

America and Head of the Global Credit Cluster, which is composed of the trading and origination activities of the Global 

Leveraged Finance and High Grade businesses. He is a member of the Management Committee of the Investment 

Bank, the Fixed Income Division Operating Committee, the Americas CEO Management Committee and the Principal 

Risk Committee. He has previously served with the firm in a variety of other executive roles, including head of High Yield 

Capital Markets, co-head of Global Debt Capital Markets and co-head of Leveraged Finance. He was jointly responsible 

for CS’s high yield bond and syndicated loan underwriting and trading businesses. O’Hara previously worked for The 

First Boston Corp. He received a B.A. in economics from the University of Virginia and an M.B.A. in finance from The 

Wharton School of the University of Pennsylvania. 

Koji Omi is Founder and Chairman of the STS forum (Science and Technology in Society), whose mission is to build 

a global network of scientists, policymakers and businesspeople. The annual forum takes place in Kyoto to discuss the 

“lights and shadows” of science and technology for the sake of humankind. Considered one of the most influential 

figures in Japan’s science and technology landscape, Omi began his career in the Ministry of International Trade and 

Industry (MITI), holding a number of posts, including division director and director-general at several MITI bureaus and 

agencies. In 1982, Omi resigned to run for a seat in the House of Representatives, where he served for 26 years, until 

mid-2009. He has served as minister of finance; minister of state for science and technology policy, and for Okinawa and 

Northern Territories affairs; and minister of state for economic planning. Omi graduated from Hitotsubashi University. 

Shouky Oren is Accountant General of Israel. Oren has helped navigate the Israeli economy through the global 

financial downturn and steer the country toward recovery through unprecedented economic programs and decisive 

action to help exporters and the credit market. During the crisis, Oren oversaw a $1.5 billion bond issue – the largest 

sovereign bond issuance in Israel’s history – and also financed the deficit and maintained Israel’s credit rating. Prior 

to his appointment in 2007, Oren was CEO of Bank Leumi-Switzerland for six years. He previously held various roles 

in Investec Bank (Israel) Ltd., including senior deputy general manager and head of the Finance Division, and was 

managing director at Investec Clali - Management & Underwriting Ltd. Oren has also worked in the Ministry of Finance 

as deputy accountant general and head of foreign currency debt. He received an M.B.A. and a bachelor’s degree in 

economics from the Hebrew University of Jerusalem. 

William Overholt is a Senior Research Fellow at Harvard University’s Kennedy School of Government and 

a consultant on investing in China and other Asian countries. Previously, he held a distinguished chair at the Rand 

Corp. and was director of its Center for Asia Pacific Policy. From 1980 to 2001, he ran research and strategy teams for 

investment banks, with 16 years spent in Hong Kong. Prior to that, he worked at the Hudson Institute, where he directed 

planning studies for the U.S. Department of Defense, the Department of State, the National Security Council, NASA and 

the Council on International Economic Policy as well as performing strategic planning for corporations. He is the author 

of six books, including The Rise of China and, most recently, Asia, America and the Transformation of Geopolitics. Overholt 

received a B.A. from Harvard University and M.Phil. and Ph.D. degrees from Yale University. 

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panelists 

David Owens is Vice President of Consumer Acquisition at Sprint Nextel Corp., responsible for all national offers, 

channel marketing and product launch activities. Prior to this role, he was responsible for product strategy and 

commercialization. He also serves as the primary spokesman for the corporation on product-related opportunities. 

Recent accomplishments include the announcement of the EVO 3G/4G mobile handset and the launch of the Palm 

Pre and Samsung Instinct. He also led successful launches of rate plans and the Sprint Free Guarantee that provides 

customers the ability to try Sprint risk-free. Owens has held several positions with Sprint, including vice president of 

business marketing, vice president for the Office of Organization Integration, Sprint North Supply vice president of 

marketing and product, and vice president of the Public Networks Division. Owens earned a bachelor’s degree from the 

University of Kansas and received his M.S. in management from Baker University. 

Ronald Packard is the CEO and Founder of K12 Inc., a technology-based education company headquartered in 

Herndon, Virginia. K12 is the nation’s leading provider of proprietary curriculum and online education programs to 

students in kindergarten through 12th grade. K12 provides its curriculum and academic services to online schools, 

traditional classrooms and blended school programs and directly to families. Packard was previously a vice president 

of Knowledge Universe and CEO of Knowledge Schools. He also worked for McKinsey & Company as well as for 

Goldman Sachs in mergers and acquisitions. Packard received a B.A. in economics and mechanical engineering from 

the University of California, Berkeley, and an M.B.A. from the University of Chicago, where he was recently was named a 

Distinguished Alumni of the Booth School of Business. 

David Palmer is the Executive Vice President and Chief Financial Officer for Diamond Resorts International, where he 

is responsible for global financial activities. Previously a principal with Vision Capital Partners LLC, he was also a founder 

of Velocity Capital LLC and a managing director of Trivergance LLC. He has extensive experience both as a financial 

executive and private equity investor specializing in consumer-oriented companies and industry consolidations. 

Palmer received an M.B.A. from the Kellogg Graduate School of Management at Northwestern University and an A.B. in 

physical chemistry from Hamilton College. 

Daniel Passage is a Partner in O’Melveny & Myers LLP’s Los Angeles office and a member of the firm’s Strategy 

Committee. He has represented issuers and underwriters in public offerings and private placements since 1992. 

Passage specializes in securitization and structured finance. He has received national recognition for his significant 

experience in the areas of securitization and structured finance; the 2009 edition of The Legal 500 U.S. series cites him as 

a “leading lawyer” in its “Structured Finance, Securitization” category. Passage has been involved in offerings in Europe 

and Asia, including offerings of securities listed on foreign securities exchanges and offerings utilizing offshore entities 

to achieve tax and other investment objectives. He has represented issuers, underwriters and financial institutions in 

structuring programs for the origination, financing and securitization of numerous asset classes. Passage received a 

B.A. from the University of California, Irvine, and a J.D. from Columbia University. 

Peter Passell is a Senior Fellow at the Milken Institute and Editor of The Milken Institute Review, the Institute’s 

economic quarterly. Passell joined the Institute after eight years as economics columnist for the news department 

of The New York Times. He previously served on The New York Times editorial board and was an assistant professor at 

Columbia University’s Graduate Department of Economics. Passell has written for both technical and non-technical 

publications, including The Washington Post, The New Republic, The Nation, The American Economic Review and the 

Journal of Political Economy, among others. His most recent book, Where to Put Your Money Now (Pocket Books), was 

published in 2009. His research interests include international finance and trade, climate change, economic history and 

the economics of crime. Passell received a Ph.D. in economics from Yale University. 

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panelists 

Rafael Pastor is Chairman and CEO of Vistage International, the world’s largest for-profit CEO membership 

organization. An executive development and education company, Vistage helps its nearly 14,000 members become 

better leaders by making better decisions and achieving better results. Previously Pastor was co-founder of Sonenshine 

Pastor & Co., an investment banking and private equity firm in New York. Before that, he held senior executive positions 

at various global media companies, including CEO and president of Hoyts Cinemas Corp.; president of USA Networks 

International; executive vice president, international, of News Corp. and Fox Television; and president of CBS/Fox Video 

International. Pastor started as an attorney, first at the firm of Hawkins, Delafield & Wood and later as associate general 

counsel at CBS Inc. Pastor received a bachelor’s degree from Columbia University and a J.D. from New York University 

School of Law. 

Dipak Patel is Global Head of Transactional Products and Services, Corporate and Investment Banking, at Standard 

Bank, South Africa. He is also Global Sector Head of the International Development Group. Since joining Standard Bank 

in 2002, he has held various positions, including head of structured debt finance and head of banking and trade finance 

in the corporate and investment banking group. Prior to that, he was director general of the National Department of 

Transport. Previously he worked for Rothschild Investment Banking in London and in various chemical engineering and 

production management jobs – including becoming a trained brewer – for South African Breweries. An anti-apartheid 

activist, Patel was charged for his activities in 1991. He received indemnity as a prelude to government negotiations 

with the African National Congress, and Patel eventually joined the new government. Patel has an M.B.A. from the 

University of Witwatersrand, an M.Sc. and a national diploma in chemical engineering. 

Sunny Patpatia is President and CEO of the Berkeley, Calif.-based Patpatia & Associates Inc., a financial services 

consultancy focused on providing business strategies that capitalize on evolving market trends and dynamics. The 

group works with financial services firms throughout the Americas, Europe and Asia, and offers market opportunity 

assessments, strategic market planning, distribution channel strategies, service delivery/infrastructure design, 

technology platform solutions, and risk management/compliance strategies, as well as mergers, acquisitions, and 

strategic alliances solutions. He was co-editor of the 2007 and 2008 Insurance, Finance and Investment’s Insurance Asset 

Manager Annual Survey. 

John Pattullo is CEO of CEVA Logistics, a private global supply chain and freight-management company business 

with significant operations in Europe, the Middle East, Africa, North and South America, Asia and Australia. The company, 

owned by affiliates of the private equity firm Apollo Management, runs a global network with facilities in more than 

170 countries and employs 46,000 people worldwide. Pattullo spent most of his early career working in supply chain 

management with Procter & Gamble, ultimately heading the total P&G supply chain organizations in both Europe and 

Asia. In 2005 he joined Exel, where he was CEO of the EMEA division (freight forwarding and contract logistics). When 

Exel was acquired by Deutsche Post/ DHL, Pattullo then ran the combined Exel and DHL contract logistics business in 

EMEA. He became CEO of CEVA in 2007. A native of Scotland, Pattullo is a graduate of Glasgow University. 

Tim Pawlenty is serving his second term as the Governor of Minnesota. Pawlenty’s accomplishments include 

enacting a property tax cap, toughening the state’s education standards, instituting free-market health-care reforms 

that increase accountability and provide tax credits to encourage the use of health savings accounts, and implementing 

a plan to generate 25 percent of the state’s electricity from renewable sources by 2025. His public service career includes 

serving as a prosecutor, Eagan City Council member and 10-year member of the Minnesota House of Representatives. 

Pawlenty served as chair of the National Governors Association and on the boards of the National Infrastructure 

Advisory Council, Achieve Inc. and the James B. Hunt Jr. Institute. He is chair of the Education Commission of the States 

and former chair of the Midwestern Governors Association. Pawlenty received his J.D. and bachelor’s degree from the 

University of Minnesota. 

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panelists 

J. Michael Pearson is Chairman and CEO of Valeant Pharmaceuticals International, a position he has held since 

February 2008. Prior to joining Valeant, Pearson was a director at McKinsey & Company. Over his 23-year career, he 

worked with leading CEOs and was an integral driver of major turnarounds, acquisitions and corporate strategy. Within 

McKinsey, Pearson held positions including board member, head of the global pharmaceutical practice and head of 

the mid-Atlantic region. Pearson received a B.S. and B.S.E. from Duke University and an M.B.A. from the University of 

Virginia, where he received the William Michael Shermet Award for students who demonstrated academic excellence in 

their first-year program. 

Daniel Pedersen is Founding President of the Omaha-based Buffett Early Childhood Fund. Established in 2005, the 

fund is committed to establishing a more level playing field for all children as they enter kindergarten. It funds, among 

others, Educare Centers in the nationwide Bounce Learning Network; the Birth to Five Policy Alliance and the First Five 

Years Fund; research within the Center on the Developing Child at Harvard University; and Building Bright Futures, a 

community-wide effort in Omaha to make comprehensive improvements in educational quality and equity. Pedersen 

has also served as board chairman of Educare of Omaha, a nonprofit that began serving center-city children in 2002. 

Before entering philanthropy, Pedersen worked as a journalist for 25 years, including 18 years as Newsweek’s bureau 

chief in Atlanta, London and Houston, and as deputy bureau chief in Los Angeles. He holds B.A. and M.A. degrees from 

Boston College. 

William Perry, a former U.S. Secretary of Defense, is the Michael and Barbara Berberian Professor at Stanford 

University, with a joint appointment in the School of Engineering and Stanford’s Freeman Spogli Institute for International 

Studies (FSI). He is also co-director of the Preventive Defense Project, a research collaboration of Stanford and Harvard 

universities. An expert in U.S. foreign policy, national security and arms control, Perry was defense secretary from 1994 to 

1997. His business experience includes serving as a laboratory director for General Telephone and Electronics; founder 

and president of ESL; executive vice president of Hambrecht & Quist; and founder and chairman of Technology Strategies 

& Alliances. He serves on the board of directors of several emerging high-tech companies and is the author of several 

publications. He has received numerous awards, including the Presidential Medal of Freedom and the Department of 

Defense Distinguished Service Medal. Perry earned his Ph.D. in mathematics at Penn State University. 

Matt Petersen is President and CEO of Global Green USA. He serves on the council of Green Cross International and 

was the chair of its energy and resource efficiency program. Petersen is the force behind Global Green’s work in such 

areas as water and energy, green power, climate change and nuclear weapons. After the Gulf Coast hurricanes, Petersen 

mobilized resources to create the Healthy Homes and Smart Neighborhoods initiative, which resulted in the New 

Orleans Sustainable Design Competition; to expand the NOLA Green Schools Initiative, funded by the Bush-Clinton 

Katrina Fund; and to work with Habitat for Humanity throughout the Gulf Coast on energy-efficient housing. In 2008 

Petersen was honored as the Hillary Institute’s inaugural Hillary Senior Fellow. He is a member of the Leonardo DiCaprio 

Foundation board, the Pacific Council on International Policy board, the Environmental Media Association Advisory 

Board and the Automotive X Prize Advisory Board. 

Jeffrey Peterson is a U.S. Army Colonel and the Academy Professor of Economics at the United States Military 

Academy, where he directs the economics program. A graduate of West Point, he has served in a variety of leadership 

positions in the United States, Korea, Cuba and the Middle East. Most recently, he commanded a cavalry squadron 

based at Ft. Lewis, Wash., that deployed to Baghdad, Iraq, and conducted counterinsurgency operations from July 

2006 to September 2007, during the height of sectarian violence in Baghdad and the beginning of the “surge.” His 

experiences using economics to establish stability in his sector motivated his desire to research the military’s role 

in economic development in a post-conflict environment and the importance of economics as one dimension of 

successful counterinsurgency operations. Peterson holds an M.B.A. from the MIT Sloan School of Management and a 

Ph.D. in policy analysis from the RAND Graduate School. 

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panelists 

Marco Petruzzi is President and CEO of Green Dot Public Schools, which is leading the charge to transform public 

education in Los Angeles by creating and operating high-achieving public schools, helping parents organize and 

pushing the Los Angeles Unified School District to make bold improvements. Green Dot has opened 18 successful 

charter high schools in the highest-need areas of the city, including eight as part of the rejuvenation of Locke High 

School in Watts. Before joining Green Dot in 2007, Petruzzi founded r3 school solutions, an organization that provided 

management and administrative services to charter management organizations. He was previously a partner at Bain 

& Company, with 15 years of consulting experience working with top management of major international groups. He 

has also worked at McKinsey & Company and at Enichem Americas, a petrochemical trading company. Petruzzi earned 

a bachelor’s degree and an M.B.A. from Columbia University. 

Nancy Pfund is a Managing Partner of DBL Investors, an investment firm focused on delivering strong financial 

returns together with positive social, environmental and economic impact. She currently sponsors or sits on the board 

of numerous private companies, including Tesla Motors, Pandora Corp., BrightSource Energy, SolarCity and eMeter. 

Pfund joined JPMorgan (then Hambrecht & Quist) in 1984 as a securities analyst and later joined its venture capital 

department as principal and then managing director. She is a member of the board of the California Clean Energy 

Fund and the Advisory Board of the UC Davis Energy Efficiency Center. She is a founding officer and director of ABC2, 

a foundation aimed at accelerating a cure for brain cancer. Pfund received a bachelor’s degree and a master’s degree 

from Stanford University, and an M.B.A. from the Yale School of Management. 

Vachara Phanchet is the Thailand Trade Representative, holding ministerial status, and Special Envoy of the 

Office of the Prime Minister. He handles negotiations with countries or international organizations concerning trade 

and investment matters, compliance with the Thai government’s policies and international economic policy pursuant 

to issues designated by the prime minister. Vachara was the first Thai to be elected chairman (2007–2009) of Pacific 

Basin Economic Cousin, the oldest nonprofit trade organization in the Asia Pacific region; he now serves as chairman 

emeritus. He is also chairman of the Bangkok-based Sittipol Sales Group of Companies, one of Thailand’s leading 

industrial and global trading groups. He has been a member of the National Legislative Assembly, where he also served 

as secretary for the Foreign Affairs Committee. Vachara holds a B.S. in engineering and mechanical engineering from 

Chulalongkorn University in Bangkok, an M.B.A. from Miami University and a Ph.D. from Pacific Western University. 

T. Boone Pickens is Founder and Chairman of BP Capital. An entrepreneur and philanthropist, he is actively 

campaigning to reduce U.S. dependence on imported oil through the Pickens Plan. His 2008 New York Times bestseller, 

The First Billion Is the Hardest, also details how the U.S. can become energy independent. Pickens pursues many other 

business interests, from water marketing and ranch development initiatives to Clean Energy, a company he founded 

to advance the use of natural gas as a transportation alternative to diesel. Before founding BP Capital in 1996, Pickens 

worked at Phillips Petroleum and then founded Mesa Petroleum Co. in 1956. It eventually became one of the largest 

and best-known independent exploration and production companies. Called the “Oracle of Oil” by CNBC, Pickens has 

given away nearly $700 million to charitable causes, landing him more than once on the Chronicle of Philanthropy’s 

annual list of top U.S. benefactors. 

C. Larry Pope is President and CEO of Smithfield Foods Inc., the world’s largest producer of pork and a leader in 

turkey processing, with more than 52,400 employees worldwide. Pope has been with Smithfield Foods for nearly 30 

years, starting his career there as corporate controller before serving as vice president and chief financial officer, and 

then president. He has been a member of the board of directors of Smithfield Foods since 2006 and a member of the 

board of directors of Campofrio Food Group, S.A. since 2008. Pope previously worked at PricewaterhouseCoopers, after 

graduating from William & Mary with a B.S. in business administration. He also holds an M.B.A. from the college. 

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panelists 

Anthony Pritzker is a Managing Partner of The Pritzker Group, a private equity investment firm focused on 

industrial businesses, which he co-founded with his brother in 2002. Previously, as president of Amsafe Inc., group 

executive of The Marmon Group, regional vice president of Asia with Getz Bros. & Cos., president and CEO of Stainless 

Industrial Companies and president and CEO of Baker Tanks, he proved himself effective in a number of highly successful 

turnarounds, both domestically and internationally. Pritzker is an active member of the Los Angeles community and 

serves on a variety of private and nonprofit boards. He has been honored by Heal the Bay, Friends of Sheba Medical 

Center in Israel, Young Presidents Organization and, most recently, the Brandeis Bardin Institute and the University of 

California, Los Angeles, for his humanitarian efforts. Pritzker holds a B.A. from Dartmouth College and an M.B.A. from 

the University of Chicago. 

Jay Pryor is Chevron Corporation’s Vice President for Corporate Business Development, a position he has held 

since 2006. He joined Chevron U.S.A. Production Co. in 1979 as a petroleum engineer and later held a succession 

of management positions in Asia, the United States, Europe and the former Soviet Union. Most recently he helped 

establish Chevron’s presence in Turkmenistan. In 1992, Pryor joined Chevron Overseas Petroleum Inc. as manager of 

petroleum engineering in a newly established joint venture in Kazakhstan. In 1996 he transferred to San Ramon, Calif., 

as sponsor in charge of career development for operations personnel. In 1999, Pryor became managing director of the 

Asia South business unit and managing director of Chevron Offshore (Thailand) Ltd., and was later named managing 

director of Chevron Nigeria Ltd., directing Chevron’s operations in West Africa, including Nigeria, São Tomé, Chad and in 

Equatorial Guinea. Pryor holds a bachelor’s degree in petroleum engineering from Mississippi State University. 

Art Pulaski has served as the Executive Secretary-Treasurer and Chief Officer of the California Labor Federation 

since 1996. In that time, the federation’s achievements have included restoring daily overtime pay, raising the minimum 

wage, increasing benefits for injured and unemployed workers, and passing the nation’s first comprehensive paid family 

leave law. Throughout his career in organized labor, Pulaski has built numerous coalitions to support worker-friendly 

initiatives. He led the creation of the Stand for California Coalition, a group of labor unions, religious organizations, civil 

rights groups and business interests, and also helped create the Apollo Alliance, a national coalition for cleaner energy 

and better jobs. Pulaski has also served on numerous gubernatorial panels and commissions on economic progress 

and work force development. He has served as president of the Labor Project for Working Families, the California Works 

Foundation and “We Do the Work,” helping craft the nationally televised PBS series of the same name. 

Joshua Raffaelli is an Associate and Kauffman Fellow at Draper Fisher Jurvetson. Raffaelli’s primary areas of 

interest are energy and service businesses. Prior to joining Draper Fisher Jurvetson, he was an analyst at Och-Ziff Capital 

Management in London, where he focused on merger arbitrage and emerging market investments in the logistics and 

oil and gas markets. Prior to Och-Ziff, Raffaelli was an analyst at J.P. Morgan’s Technology Investment Banking Group 

in San Francisco, where he focused on mergers and acquisitions, and debt and equity offerings for media-related 

consumer products and software clients. He also worked in the Debt Capital Markets Group at J.P. Morgan in New 

York, focusing on acquisition-related transactions in a variety of industries including energy, waste management, 

telecommunications, semiconductors, and health-care services. Raffaelli received a B.A. from Harvard University and an 

M.B.A. from Stanford University. 

Vijaya Ramachandran is a Senior Fellow at the Center for Global Development. She works on food security, 

fragile states, private-sector development and the governance of multilateral institutions. Ramachandran’s research 

is currently focused on new mechanisms for financing food assistance. Her work on identifying the constraints to 

doing business in Africa was published as a book, Africa’s Private Sector: What’s Wrong with the Private Sector and What 

to Do About It. Previously, Ramachandran taught at Georgetown University and worked at the World Bank and in the 

Executive Office of the Secretary-General of the United Nations. She also served as rapporteur to the Africa Progress 

Panel in 2008. Ramachandran’s work has appeared in such media outlets as The Washington Post, Voice of America and 

the Huffington Post. She received her Ph.D. in business economics from Harvard University. 

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panelists 

Maria Fiorini Ramirez is President and CEO of Maria Fiorini Ramirez Inc. (MFR), a global economic and financial 

consulting firm formed in 1992. MFR also serves as the holding company for MFR Securities, an institutional brokerage 

firm specializing in taxable and municipal securities, with offices in New York, Miami and San Francisco. Ramirez is 

a frequent speaker at U.S. and international forums, and is a regular guest in various media outlets. In 1990 she 

established Maria Ramirez Capital Consultants Inc., a subsidiary of John Hancock Freedom Securities. She worked from 

1984 to 1990 as managing director and chief money market economist at Drexel Burnham Lambert. She is currently a 

director of Mona Vie and the MORE Foundation Brazil; Security Mutual Life; AMF Funds; and the Brooklyn Foundation. 

She is a trustee of The Brooklyn Hospital Center and Pace University. Ramirez received a B.A. from Pace University. 

Lewis Ranieri is Chairman and President of Ranieri & Co., a private investment advisor and management corporation. 

He is also Founder of the Hyperion Private Equity Funds and Founder and Principal Partner of Selene Residential Mortgage 

Opportunity Fund. He serves as chairman and/or director of various operating and/or non-operating entities affiliated 

with Hyperion and Selene. He is also chairman of Ranieri Partners LLC and Ranieri Partners Management LLC, investment 

management companies focused on financial service opportunities. Prior to forming Hyperion in 1988, Ranieri was vice 

chairman of Salomon Brothers Inc. Generally considered to be the “father” of the securitized mortgage market, Ranieri 

helped develop the capital markets as a source of funds for housing and commercial real estate, established Salomon’s 

leadership position in the mortgage-backed securities area and led the effort to obtain federal legislation to support and 

build the market. In 2004, BusinessWeek named him one of “the greatest innovators of the past 75 years.” 

Sumner Redstone is Executive Chairman of Viacom Inc. and CBS Corp., positions to which he was elected in 2006 

following the creation of two separate, publicly traded companies from the former Viacom Inc. He was CEO of the former 

Viacom Inc. from 1996 to 2005 and chairman of the former Viacom Inc. since 1986. He has also been chairman, CEO and 

president of National Amusements Inc. and chairman of the National Association of Theatre Owners. He served in the 

Military Intelligence Division during World War II. While a university student, he joined a group working to break Japan’s 

military and diplomatic codes; he subsequently received two division commendations and the Army Commendation 

Award. Redstone graduated from Harvard University and holds an LL.B. from Harvard Law School. 

Nina Rees is Senior Vice President for strategic initiatives at Knowledge Universe Education, a global education company 

with investments in early childhood education, before- and after-school programs, and online instruction. Before joining 

Knowledge Universe, Rees worked for more than 15 years in Washington, D.C., most recently as an assistant deputy secretary 

at the Department of Education. Previously, Rees was a domestic policy advisor to Vice President Dick Cheney, where 

she worked on the passage of the No Child Left Behind Act. Rees served as the senior education analyst at the Heritage 

Foundation and spent two years on the staff of U.S. Rep. Porter Goss, a Florida Republican, while earning her master’s degree 

in international transactions from George Mason University. She received her bachelor’s degree in psychology from Virginia 

Polytechnic Institute and State University. Rees serves on the boards of several organizations, including the Washington 

Scholarship Fund, the Greater Educational Opportunities Foundation and the Education Industry Association. 

Chris Reilly is President of CIT Small Business Lending Corp., a division of CIT Group Inc. She is responsible for 

overseeing an organization that has been recognized as one of the nation’s leading Small Business Association (SBA) 

lenders, as well as one of the top SBA lenders to women, veteran and minority entrepreneurs. With more than 25 years 

of broad business experience in various operational and financial roles, she began her career at Arthur Andersen LLP 

in New York City. Since joining CIT in 1994, she has held several key senior management positions, including executive 

vice president of Corporate Mergers & Acquisitions, executive vice president and chief audit executive, vice president 

of operations-inventory finance and chief financial officer of CIT Consumer Finance. A certified public accountant, she 

earned an M.B.A. from New York University’s Stern School of Business. 

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panelists 

Carl Reiner s celebrated as the co-star, with Sid Caesar and Imogene Coca, of the legendary television program “Your 

Show of Shows”; as creator and co-star (the toupéed Alan Brady) of “The Dick Van Dyke Show”; as director of numerous 

feature films, including “The Jerk” and “Oh, God!”; as the father of Rob Reiner and two other successful children; and 

the husband of the late jazz vocalist Estelle Reiner. He is the recipient of 12 Emmy awards, a Grammy and the Kennedy 

Center Mark Twain Prize for Comedy, and was inducted into the Television Academy Hall of Fame. Reiner has scripted 

and starred in scores of films and television offerings, and is the author of a number of books, including Enter Laughing 

(the basis for the film and Broadway play), Continue Laughing , How Paul Robeson Saved My Life, My Anecdotal Life, Just 

Desserts and three children’s books. 

Vincent Reinhart is a Resident Scholar at the American Enterprise Institute for Public Policy Research and former 

Director of the Federal Reserve Board’s Division of Monetary Affairs, a post he held until 2007. Reinhart has spent more 

than two decades working on domestic and international aspects of U.S. monetary policy. He held a number of senior 

positions in the divisions of monetary affairs and international finance and served for the last six years of his Federal 

Reserve career as secretary and economist of the Federal Open Market Committee. Reinhart worked on topics as varied 

as economic bubbles and the conduct of monetary policy, auctions of U.S. Treasury securities, alternative strategies 

for monetary policy, and the efficient communication of monetary policy decisions. Since joining the AEI, Reinhart has 

published academic papers and appeared in the media addressing issues including the Federal Reserve, the mortgage 

system and the financial crisis. 

Jerry Reinsdorf is Chairman of the Chicago White Sox and the Chicago Bulls. He assumed ownership of the White 

Sox in 1981 and the Bulls in 1985. His teams have delivered seven world championship titles to Chicago and their 

fans. Both franchises have donated millions of dollars to causes in the Chicago community through a variety of efforts, 

including CharitaBulls and White Sox Charities. Reinsdorf serves on the Executive Council of Major League Baseball 

and is a trustee of the National Baseball Hall of Fame. An attorney, a certified public accountant and a specialist in real 

estate securities, Reinsdorf is also a partner in Bojer Financial Ltd., a real estate investment company. He has served on 

numerous corporate boards and is a life trustee of Northwestern University, where he received his J.D. Reinsdorf also 

has a bachelor’s degree from The George Washington University. 

Lynda Resnick is Co-Chairman of Roll International Corp. Dubbed the “POM Queen,” she is behind the marketing 

success of POM Wonderful, the wildly popular 100% pomegranate juice that created an entirely new product category. 

Resnick and her husband, Stewart, also own Teleflora, FIJI Water, Paramount Farms and Paramount Citrus Companies. 

Resnick continues to create and build successful brands for all their crops and companies, including the ground-breaking 

and healthy pistachio treat Everybody’s Nuts, Wonderful Pistachios and Cuties brand mandarin oranges. Resnick is vice 

chairman of the Los Angeles County Museum of Art’s Board of Trustees. She serves on the executive boards of The 

Aspen Institute, UCLA Medical Sciences, the Prostate Cancer Foundation and the Milken Family Foundation, and is a 

trustee of the Philadelphia Museum of Art. Resnick revealed her marketing secrets in her best-selling book, Rubies in the 

Orchard: How to Uncover the Hidden Gems in Your Business. 

Tony Ressler is the Founding Partner of Ares Management LLC, a $35 billion asset management firm with a focus on 

“alternative assets,” i.e., leveraged loans, high-yield bonds, distressed debt, private/mezzanine debt and private equity, 

managed through funds and other investment vehicles. Founded in 1997, Ares has 300 employees and offices in Los 

Angeles, New York, Chicago, London, Paris, Frankfurt and Stockholm. Ressler also co-founded Apollo Management LP, 

a private investment firm based in New York. Prior to 1990, he served as a senior vice president in the High Yield Bond 

Department of Drexel Burnham Lambert. Ressler serves on the board of trustees of the Cedars-Sinai Medical Center, 

the Center for Early Education, the Los Angeles County Museum of Art and as chairman of the Alliance for College- 

Ready Public Schools. He received a B.S.F.S. from Georgetown University’s School of Foreign Service and an M.B.A. from 

Columbia University’s Graduate School of Business. 

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panelists 

Peter Reuter is a Professor in the School of Public Policy and in the Department of Criminology at the University of 

Maryland. From 1981 to 1993, he was a senior economist in the Washington office of the Rand Corp., where he founded 

and directed Rand’s Drug Policy Research Center from 1989 to 1993. Much of his research has dealt with alternative 

approaches to controlling drug problems, both in the United States and Western Europe. He is the author or co-author 

of six books, including Drug War Heresies: Learning From Other Places, Times and Vices with Robert MacCoun and The 

World Heroin Market: Can Supply Be Cut? with Letizia Paoli and Victoria Greenfield. From 1999 to 2004, he was editor of 

the Journal of Policy Analysis and Management. In 2007 he was elected the first president of the International Society for 

the Study of Drug Policy. 

Brian Reynolds is a Founder and Managing Partner of Chatham Capital, a $700 million mezzanine fund. He has 

more than 20 years of investment and financial experience, including participation in 70 Chatham fundings and more 

than 150 others, representing more than $25 billion of transactions. Reynolds specializes in leveraged lending, mergers 

and acquisitions, recapitalizations, financial restructurings, MBOs and private placement of debt and equity. Prior to 

Chatham, Reynolds was a managing director for KPMG Corporate Finance, where he led the advisory in 21 transactions 

with an average value of $84 million. Prior to joining KPMG, he was a senior vice president and credit officer with GE 

Capital’s Corporate Finance Group for 12 years, underwriting more than $3 billion of investments by GE without losing 

any capital on underwritten deals. Reynolds received a B.B.A. in accounting from St. Bonaventure University. 

Robert Reynolds is President and CEO of Putnam Investments and a member of Putnam’s Executive Board of 

Directors. He has more than 30 years of investment and financial services experience. Before joining Putnam in 2008, 

Reynolds held several positions at Fidelity Investments, most recently vice chairman and chief operating officer. 

Previously, he was employed by NCNB and Wheeling Dollar Bank. Reynolds serves on the boards of the West Virginia 

University Foundation, Concord Museum, Dana-Farber Cancer Institute, Lahey Clinic and the Initiative for a Competitive 

Inner City in Boston. A former president of the Commercial Club of Boston, he is a member of the Chief Executive 

Officers’ Club of Boston, the National Innovation Initiative and the Council on Competitiveness. He has been honored 

with a Lifetime Achievement Award from PlanSponsor magazine and a President’s Medal of Excellence from Boston 

College. Reynolds received a bachelor’s degree from West Virginia University. 

Michelle Rhee is Chancellor of the District of Columbia Public Schools, a position to which she was appointed 

by the mayor in 2007. Rhee had already transformed many urban public school systems through her work with The 

New Teacher Project (TNTP), which she founded in 1997. As CEO, Rhee partnered with school districts, state education 

agencies, unions and nonprofit organizations to transform the way schools recruit and train qualified teachers in 

difficult-to-staff schools. Her reforms improved teacher hiring in Atlanta, Baltimore, Chicago, Miami, New York, Oakland 

and Philadelphia. Thanks to TNTP, 23,000 high-quality teachers were placed in schools across the country. Rhee 

currently serves on the advisory boards for the National Council on Teacher Quality, the National Center for Alternative 

Certification and Project REACH of the University of Phoenix’s School of Education. She received a B.A. from Cornell 

University and a master’s degree from the Kennedy School of Government at Harvard University. 

Tom Ridge is President and CEO of Ridge Global LLC, a consulting firm that helps businesses and governments 

address issues of risk management, global trade security, strategic business generation, event security, crisis 

management and other issues that encompass a diverse portfolio. Ridge became the first secretary of the U.S. 

Department of Homeland Security, serving until February 2005. He was twice elected governor of Pennsylvania, from 

1995 to 2001; and was elected to Congress in 1982, then overwhelmingly re-elected five times. An Army veteran, he 

served as an infantry staff sergeant in Vietnam. He currently serves on the boards of the Institute for Defense Analyses, 

the Center for the Study of the Presidency and Congress, and other entities; is chairman of the National Organization on 

Disability; and national co-chairman of the Flight 93 Memorial Fundraising Campaign. Ridge graduated from Harvard 

University and holds a law degree from The Dickinson School of Law. 

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panelists 

Skip Rimer is Executive Director of Programs and Communications at the Milken Institute, where he has overall 

responsibility for the organization’s communications efforts and events. These include the Institute’s publications, 

website, media relations, social-networking outreach, as well the Global Conference and State of the State Conference. 

Prior to joining the Institute in 1998, Rimer worked for more than 20 years as a journalist, most recently as the executive 

editor of the Santa Monica Outlook. He also worked as a reporter and editor for the Ventura County Star in Ventura, 

Calif. He is the recipient of numerous writing awards, including from the Associated Press News Editors Council and 

the California Newspaper Publishers Association. He received his master’s degree from Columbia University Graduate 

School of Journalism and his bachelor’s degree from the University of California, Santa Barbara. 

Stephen Roach is Chairman of Morgan Stanley Asia, serving as the firm’s senior representative to clients, 

governments and regulators across the region. Before that appointment, he was chief economist at Morgan Stanley, 

where he has spent 25 years. Roach’s recent research focuses on globalization, the emergence of China and India, and 

the capital market implications of global imbalances. He is widely quoted in the media, contributes to the op-ed pages 

of the world’s leading newspapers and is the author of Stephen Roach on The Next Asia: Opportunities and Challenges 

for a New Globalization. Roach advises policymakers around the world and frequently testifies before Congress. Before 

joining Morgan Stanley in 1982, he was vice president for economic analysis for the Morgan Guaranty Trust Company 

and helped lead the research staff of the Federal Reserve Board. Previously he was a research fellow at the Brookings 

Institution. Roach received a Ph.D. in economics from New York University. 

Clifton Robbins is the Founder and CEO of Blue Harbour Group LP, which takes a private equity approach to the 

public markets. A veteran investor with 25 years of experience, Robbins founded Blue Harbour in 2004. Before that, he 

was a managing member of General Atlantic Partners LLC, a global private equity firm, and served on General Atlantic’s 

Executive, Investment and Portfolio Review Committees. Prior to joining General Atlantic Partners in 2000, Robbins was 

a general partner of Kohlberg Kravis Roberts & Co., which he joined in 1987. He is a member of the Boards of Overseers 

and Managers of the Memorial Sloan-Kettering Cancer Center and currently chairs its Funding and Finance Committee, 

overseeing its $3 billion endowment. Robbins received a bachelor’s degree from Harvard College and an M.B.A. from 

Stanford University. 

James Robinson III is a General Partner of RRE Ventures, an information technology venture firm that he cofounded. 

He served as chairman and CEO of American Express Company from 1977 to 1993. Prior to American Express, 

he was a general partner with White Weld & Company and assistant to the chairman and president of Morgan Guaranty 

Trust Company. Robinson was also non-executive chairman of Bristol-Myers Squibb from 2005 to 2008 and a director 

and chairman of the Executive Committee of First Data Corp. He is presiding director of the Coca-Cola Company, an 

advisor to Novell, honorary chairman of the Memorial Sloan-Kettering Cancer Center and honorary trustee of the 

Brookings Institution. He served as co-chairman of the Business Roundtable and as chairman of the Advisory Committee 

on Trade Policy and Negotiations. Robinson holds a bachelor’s degree from the Georgia Institute of Technology and an 

M.B.A. from Harvard Business School. 

Nouriel Roubini is a Professor of Economics and International Business with the Stern School of Business at New 

York University, which he joined in 1995. Popularly known as “Dr. Doom” (the title of a New York Times Magazine profile), 

he is known for his now-vindicated predictions of the current financial crisis, which he had been forecasting since 2006. 

He is co-author of Crisis Economics: A Crash Course in the Future of Finance, due in May, which reveals the methods he 

used to foretell the current crisis. He is chairman of Roubini Global Economics, an information and consultancy service. 

Roubini previously taught at Yale University; served as senior economist for international affairs at the White House 

Council of Economic Advisers; and has been a longtime consultant to the World Bank, the International Monetary Fund 

and other institutions. Roubini received his undergraduate degree from Bocconi University in Milan and a Ph.D. in 

economics from Harvard University. 

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panelists 

Marc Rowan is a Co-Founder and Senior Managing Director of Apollo Global Management LLC, a leading alternative 

asset manager focused on contrarian and value-oriented investments across private equity, credit-oriented capital 

markets and real estate. He currently serves on the board of directors for the company, which is the general partner 

of AAA, Athene Re, Countrywide Plc, Harrah’s Entertainment Inc. and Norwegian Cruise Line. Rowan is a founding 

member and board member of Youth Renewal Fund, as well as serving on the board of the National Jewish Outreach 

Program and the Undergraduate Executive Board of The Wharton School at the University of Pennsylvania. Prior to 

joining Apollo, Rowan was a member of the mergers and acquisitions department of Drexel Burnham Lambert with 

responsibilities in high yield financing, transaction idea generation and merger structure negotiation. He graduated 

from Wharton with a B.S. and an M.B.A. in finance. 

Wendy Rowden is Managing Director of the Investment Practice Group at Jonathan Rose Companies. A missionbased, 

green real estate development, planning, investment and program management firm, Jonathan Rose 

Companies is recognized for its ability to achieve visionary goals through practical, market-based investment and new 

development strategies. It is the first U.S. firm to build a successful investment platform targeting acquisitions and 

green transformation for positive development of smart growth locations. Prior to joining Jonathan Rose Companies, 

Rowden served as vice president, general counsel and secretary of The Rockefeller Group. She was a member of the 

board of directors and executive committee of Cushman & Wakefield. Rowden is currently on the boards of Maimonides 

Medical Center and Safe Space NYC. A member of the Urban Land Institute and the Pension Real Estate Association, she 

holds degrees from Brown University, the University of Michigan and New York University. 

Arthur Rubinfeld is President of Global Development at Starbucks Coffee Company. He leads a team responsible 

for strategic site selection, design and creative concepts for the chain’s stores globally. Rubinfeld joined Starbucks in 

1992 and spent almost 10 years building the firm from 100 stores to 4,000 stores worldwide. As senior vice president of 

real estate and store development, he played a major role in creating the customer experience to define the Starbucks 

brand, and established alliances with the Magic Johnson Development Corp. and Barnes & Noble bookstores. In 2002, 

Rubinfeld founded Airvision, an advisory firm specializing in brand positioning, growth strategies and operational 

plans. In 2006, he served as executive vice president, corporate strategy and chief development officer at Potbelly 

Sandwich Works. He returned to Starbucks in 2008. Rubinfeld is a registered architect and holds a bachelor’s degree in 

environmental design and a master’s degree in architecture from the University of Colorado. 

Simon Ruddick is Managing Director and Co-Founder of Albourne Partners, the world’s largest hedge fund 

advisory firm, with more than 150 clients and $200 billion invested. He is also involved with village.albourne.com, a 

not-for-profit website with more than 65,000 residents. The site has led to Ruddick’s appearing twice in Institutional 

Investor magazine’s list of the “Top 40 Online Entrepreneurs.” A trustee of the Hedge Fund Standards Board, Ruddick 

appears frequently on television and has been co-host of CNBC’s “Squawk Box,” “Europe Tonight” and “Closing Bell” 

programs. The company won the Queen’s Award for Enterprise in 2006 and 2009. It also hosted Hedgestock, featuring 

a performance by The Who, in 2006 to raise money for the Teenage Cancer Trust. 

Charles Ruffel is a Managing Partner at Kudu Advisors LLC, a strategic mergers and acquisitions advisory firm 

that he co-founded in 2009. He is also a director at Asset International Inc., a financial services publishing company. 

From 1986 to 2008, he was CEO of Asset International Inc., a publisher of magazines, websites and newsletters on 

asset management, retirement and bank services. Previously he was editor of the Institutional Investor newsletter group 

and an account executive at the McCann Erickson advertising firm in London. Ruffel serves on the boards or advisory 

boards of Schwab ETF Funds, Case Interactive Media, CAPTRUST Financial Advisors and National Retirement Partners. 

He has an M.A. from Cambridge University and an M.S. from Columbia University. 

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David Rutstein is the Acting Deputy Surgeon General in the U.S. Department of Health and Human Services, where 

he also assists in overseeing the U.S. Public Health Service Commissioned Corps of 6,600 uniformed health officers who 

protect the health and safety of Americans around the world. He began his career with 13 years as a National Health 

Service Corps physician in Micronesia. In 2000 he returned stateside to become the corps’ chief medical officer and, 

later, a deputy associate administrator in the Health Resources and Services Administration. In 2005 he became the 

director of HRSA’s Office of International Health Affairs. Rutstein also completed a four-year term as chief medical officer 

of the Public Health Service and was director of the Surgeon General’s Office of Force Readiness and Deployment. He 

holds a B.A. from Hamilton College, a master’s degree from Johns Hopkins School of Public Health and an M.D. from 

Brown University Medical School. 

Mikheil Saakashvili is President of Georgia. He was elected to Parliament in 1995 and 1999. In 2000, then- 

President Eduard Shevardnadze appointed him minister of justice. When the government refused to investigate the 

murder of a journalist in 2001, Saakashvili resigned his post and his party in protest. As an independent, he was reelected 

to Parliament but later resigned again. In 2003, his defeat in another corrupt parliamentary election gave 

birth to the Rose Revolution, a massive nonviolent protest that culminated in Saakashvili and crowds of his supporters 

entering Parliament to stop the election’s certification. A special election swept him into the presidency the following 

year; he won re-election in 2008. Saakashvili graduated from Kiev University, received a law degree from Columbia 

University, studied law at the doctoral level at The George Washington University National Center of Law and was 

awarded a diploma in Comparative Law of Human Rights at the Strasbourg Human Rights International Institute. 

Richard Saines is a Partner at Baker & McKenzie LLP, leading the firm’s North American Climate Change and 

Environmental Markets Practice. He is widely published and globally recognized as a leading climate change lawyer, 

bringing more than a decade of experience in climate change law matters to clients that include multinational 

companies, financial institutions, funds and project sponsors on carbon and environmental market transactions within 

the international, regional and voluntary markets. Saines also advises companies on climate change policy, sustainable 

development and global corporate greenhouse gas compliance and management. He is a member of the International 

Emissions Trading Association, the Carbon Markets & Investors Association and the American Council on Renewable 

Energy, among others. Saines received a J.D. from the Chicago-Kent College of Law and a bachelor’s degree from Miami 

University in Ohio. 

Tony Salazar is President of the West Coast Division of McCormack Baron Salazar Inc. His career has been dedicated 

to rebuilding America’s forgotten distressed urban communities. His firm has developed and manages nearly 15,000 

residential units and 1.2 million square feet of retail space. Salazar specializes in developing large-scale urban projects 

in distressed areas that involve mixed-use (housing and retail), mixed-income (affordable and market-rate), multigenerational 

(families and seniors) and various housing types (rental and for-sale). The financing for such projects 

involves a combination of conventional debt, government sources, foundation grants and/or program-related 

investment loans and pension funds. Salazar is currently developing several transit-oriented developments around 

the country. He also serves as a director with two national organizations, the Enterprise Community Partners and the 

National Council of La Raza. 

Felix Salmon, a Financial Blogger for Reuters, was one of the craft’s early adopters. Though it wasn’t called that 

at the time, he began blogging in 1999 as Latin America editor for BridgeNews, linking to stories on the news wire 

and adding snarky commentary. In 2000, Salmon started hand coding his own blog at geocities.com; it wasn’t long 

until felixsalmon.com (his personal blog) and memefirst.com (a group blog) were formed. In 2006 he launched 

economonitor.com for Roubini Global Economics, glorying in the title of Content Strategist. In 2007 Salmon originated 

Market Movers at portfolio.com; he then moved his finance blog to Reuters one month before Portfolio shut down. 

Salmon learned the difference between a bond and a loan during a stint at Euromoney magazine. Salmon, who grew up 

in London, is a graduate of the University of Glasgow. 

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panelists 

Alan Salzman is CEO and Managing Partner at VantagePoint Venture Partners, which he co-founded in 1996. As a 

leading venture investor for more than 20 years, Salzman has had hands-on involvement in more than 300 companies 

and overall management responsibilities for a dozen venture funds with more than $5 billion of committed capital. 

He now oversees the country’s largest clean-tech investment team, a portfolio of innovative companies and strategic 

partnerships with leading firms focused on clean-tech commercialization. He serves on the Leadership Council of The 

Climate Group, the World Economic Forum Technology Pioneer Selection and Green Investment Committees, and the 

board of directors of the Silicon Valley Leadership Group. Salzman has held a decade-long faculty appointment as an 

adjunct professor at Stanford University. He is a graduate of the London School of Economics, the University of Toronto, 

Stanford Law School and the Vrije Universiteit Brussel. 

Richard Sandler is Executive Vice President and a Trustee of the Milken Family Foundation, and a partner in the law 

firm of Maron and Sandler. He has been an investor for over 25 years, including acting as the managing partner of various 

partnerships investing in securities, commercial and industrial real estate projects, and other business transactions. 

He serves on the boards of directors of a number of companies that he is involved with including KU Education Inc., 

Knowledge Schools Inc., and Heron International Ltd., an international real estate company. Sandler is currently chairman 

of The Jewish Federation of Greater Los Angeles and serves on the boards of directors of the American Jewish University, 

Valley Beth Shalom, Milken Community High School, the University of California at Berkeley Foundation, the Prostate 

Cancer Foundation, and the Milken Institute. He is a member of the State Bar of California, graduated magna cum laude 

from the University of California, Berkeley, and received his law degree from UCLA Law School. 

Stephen Sands is Vice Chairman of U.S. Investment Banking and Global Co-Head of Lazard’s Healthcare Group. He 

also sits on the board of Lazard Capital Markets. Sands has advised some of the largest pharmaceutical and biotechnology 

transactions, including Pfizer’s acquisition of Pharmacia and Warner Lambert, and Hoechst on the formation of Aventis. 

Prior to Lazard, Sands was a partner in the health-care practice of McKinsey & Company, and he co-founded two 

companies, Enzytech and Opta Foods. Before their sales, Sands was a director of National Imaging Associates (Magellan) 

and Isogen (Monsanto). A member of the Brookings/Gates Global Heath Innovative Financing Advisory Group, Sands 

was named “The Cures Start Here Business Leader of the Year” in 2008 by the New York Biotechnology Association. Sands 

received a B.A. from Oberlin College, a B.S. and M.S. in chemical engineering from Washington University in St. Louis, and 

an M.B.A. in finance from New York University. 

Anthony Scaramucci is the Founder and Managing Partner of SkyBridge Capital LLC, a fund of funds and 

hedge-fund incubation company with $4.4 billion in assets. Scaramucci was a partner and founder of Oscar Capital 

Management LLC, where he oversaw compliance and research for four hedge funds and separately managed accounts 

with over $1 billion in assets. In 2001, Oscar Capital was sold to Neuberger Berman. As managing director of Neuberger 

Berman/Lehman Brothers, Scaramucci served on the investment committee of Neuberger’s Premier Portfolio and 

worked on the Neuberger Berman/Lehman integration team. Previously he was a vice president in Goldman Sach’s 

Equities Division. Scaramucci is the author of the new book Goodbye Gordon Gekko: How to Find Your Fortune Without 

Losing Your Soul. A board member of The Lymphoma Foundation and The Brain Tumor Foundation, he received a 

bachelor’s degree from Tufts University and a J.D. from Harvard Law School. 

Kori Schake is a Research Fellow at Stanford University’s Hoover Institution, where she works on national security 

issues. During the 2008 presidential election, she was senior policy advisor to the McCain–Palin campaign. From 

2007 to 2008, she was the deputy director for policy planning in the State Department, where, in addition to staff 

management, she worked on resourcing and organizational effectiveness issues, including a study of what it would 

take to “transform” the State Department so as to enable integrated political, economic, and military strategies. During 

President Bush’s first term, she was the director for defense strategy and requirements on the National Security Council, 

responsible for interagency coordination for long-term defense planning and coalition maintenance issues. She has 

worked in the Pentagon as well. Her most recent book is Managing American Hegemony: Essays on Power in a Time of 

Dominance; she also contributes to Foreign Policy’s “loyal opposition” blog “Shadow Government.” 

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panelists 

Vivian Schiller is President and CEO of National Public Radio. A media executive and journalist with more than 

20 years of experience, Schiller took the reins at NPR in January 2009. She oversees all NPR operations and initiatives, 

including the organization’s partnerships with more than 800 member stations. Previously, at the New York Times 

Company, she served as senior vice president and general manager of NYTimes.com, overseeing product, technology, 

marketing, classifieds, strategic planning and business development. Earlier in her career, Schiller was senior vice 

president of CNN Productions. Documentaries and series produced under her leadership earned multiple honors, 

including two Peabody Awards, two Alfred I. DuPont-Columbia University Awards and five Emmys. Schiller began her 

career as a simultaneous Russian interpreter in the former Soviet Union, which led her to documentary production 

work for Turner Broadcasting. 

Myron Scholes, a 1997 recipient of the Nobel Memorial Prize in Economic Sciences, is Chairman of Platinum Grove 

Asset Management. He is the Frank E. Buck Professor of Finance, Emeritus, at the Stanford University Graduate School 

of Business, where he taught from 1983 to 1996, and was a senior research fellow at the Hoover Institution from 1987 

to 1996. Scholes is known for his work in options pricing, capital markets and the financial services industry. He is cocreator 

of the Black-Scholes options pricing model, which was recognized by the Nobel committee. He has been the 

Edward Eagle Brown Professor of Finance in the University of Chicago Graduate School of Business and director of its 

Center for Research in Security Prices. He received a Ph.D. from the University of Chicago. 

Brent Schulkin is the Founder of a startup nonprofit called Carrotmob. Carrotmob leads a new type of consumer 

activism: Businesses compete to be the most socially responsible, then a network of consumers spends money to 

reward whichever business makes the strongest offer. It’s the opposite of a boycott. After proving this model on a 

small scale around the world, Carrotmob is now growing its network of consumers so it can reward massive global 

companies in exchange for having them make massive global changes that benefit the world. Prior to Carrotmob, 

Schulkin’s career has included social entrepreneurship, work in the solar industry, developing games and events for 

companies, directing a documentary film and a stint at Google. Schulkin graduated from Stanford University. 

Alan Schwartz is Executive Chairman of Guggenheim, a global, independent and privately held financial services 

firm. In addition, he is Chairman of the Robin Hood Foundation Board of Directors. Previously he was CEO of The Bear 

Stearns Companies. During his career with Bear Stearns, he served as president and chief operating officer, as executive 

vice president and co-head of investment banking, and in other financial management positions. He received a 

bachelor’s degree from Duke University, where he has been a member of the Board of Trustees since 2005. He has 

also served as chairman of Duke’s Fuqua School of Business Board of Visitors and a member of its Athletic Advisory 

Board. He is a director of St. Vincent’s Services, The National Mentoring Partnership, the American Foundation for AIDS 

Research and the New York University Medical Center 

Peter Schwartz is Co-Founder and Chairman of Global Business Network, a leading consultancy in scenario 

thinking, strategic conversation and futures research. A renowned futurist and business strategist, Schwartz works 

with corporations, governments and institutions to create alternative perspectives of the future and develop robust 

strategies for a changing and uncertain world. Before founding GBN in 1987, he headed scenario planning for the 

Royal Dutch/Shell Group of Companies in London and directed the Strategic Environment Center at SRI International. 

He is the author of several books, most recently Inevitable Surprises, a provocative look at today’s dynamic forces and 

their implications for business and society. His first book, The Art of the Long View, is considered a seminal publication 

on scenario planning. He publishes and lectures widely and served as a script consultant on “Minority Report,” “Deep 

Impact,” “Sneakers” and “War Games.” Schwartz received a B.S. from New York’s Rensselaer Polytechnic Institute. 

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panelists 

Arnold Schwarzenegger is the Governor of California. During his term in office, he signed landmark legislation 

to reduce the state’s greenhouse-gas emissions and invested in rebuilding California’s critical infrastructure with 

his Strategic Growth Plan. In 1990 he was called to chair the President’s Council on Physical Fitness and Sports; he 

traveled to all 50 states and recognized the overwhelming need for after-school programs, a cause he has continued 

to champion through the years. Born in Austria, Schwarzenegger became the youngest person ever to win the Mr. 

Universe title. After coming to the United States, he won 12 more bodybuilding titles before turning his focus to acting, 

eventually becoming one of Hollywood’s biggest box-office draws. He and his wife, Maria Shriver, are actively involved 

in charitable causes, including the Special Olympics. 

Brian Schweitzer is the Governor of Montana. First elected in 2005, the farmer/rancher is known for his forwardlooking 

energy policies and the global perspective he brings to his job, having worked for a decade as a young man 

in agricultural projects in the developing world. He returned to Montana in 1986 and became active in farm and 

rural policy. The governor has become a leading voice on national agricultural and resource issues, and a proponent 

of increased domestic production of clean energy and biofuels to replace foreign oil. Schweitzer recently asked the 

federal government for a Medicaid waiver to allow importation of prescription drugs to Montana from Canada for 

Montanans on Medicaid, Healthy Montana Kids, the state employees’ health plan and those covered in the correctional 

system. Schweitzer was overwhelmingly re-elected in 2008, garnering a near record 66 percent of the vote. He holds an 

advanced degree in soil sciences from Montana State University. 

Brent Scowcroft is President of The Scowcroft Group Inc. and a former National Security Advisor in the Ford and 

first Bush administrations. A retired Air Force lieutenant general, he is also president of The Forum for International 

Policy, a nonpartisan, nonprofit organization providing independent analyses of major foreign policy issues. Previously 

Scowcroft was vice chairman of Kissinger Associates. He has held numerous government positions, including deputy 

assistant to the president for national security affairs in the Nixon White House. In the military, Scowcroft served in 

the Organization of the Joint Chiefs of Staff and at the Headquarters of the Air Force. He was on the faculty at the Air 

Force Academy and the Military Academy at West Point. He also was assistant air attache in the American Embassy 

in Belgrade, Yugoslavia. Scowcraft received his undergraduate degree from West Point and his M.A. and Ph.D. from 

Columbia University. 

Robert Sebbag is Vice President, Access to Medicines, at Sanofi-aventis, helping to develop the company’s access 

to medicines strategy for the Southern Hemisphere. Before joining Sanofi-aventis, Sebbag worked in Brussels for EFPIA, 

the European pharmaceutical industry association, on creating a communications platform for the pharmaceutical 

companies operating in Europe. Previously, he was senior vice president of communications for the vaccine company 

Aventis Pasteur (now Sanofi Pasteur). In addition, Sebbag teaches public health courses within the Paris hospital system, 

focusing on tropical parasitic diseases. Sebbag is active in the French Red Cross and has participated in numerous 

health missions in the Southern Hemisphere. He is a medical doctor with a specialty in tropical parasitic diseases and 

training in psychiatry. 

Wendy Selig is President and CEO of the Melanoma Research Alliance, a public charity focused on finding and 

funding the most promising melanoma research worldwide that will accelerate progress toward a cure. Selig manages 

MRA’s strategic priorities, research portfolio and day-to-day operations. Founded by Debra and Leon Black in 2007 

and established under the auspices of the Milken Institute, the MRA has provided millions of dollars for cutting-edge 

research in melanoma prevention, diagnosis and treatment. Before joining the MRA, Selig spent nearly a decade in 

leadership positions at the American Cancer Society and its advocacy affiliate, the American Cancer Society Cancer 

Action Network (ACS CAN). Previously, Selig was a top aide to U.S. Rep. Porter Goss of Florida, the House Rules 

Committee and the House Permanent Select Committee on Intelligence. She received a bachelor’s degree from 

Princeton University and a master’s degree from Northwestern University’s Medill School of Journalism. 

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panelists 

Terry Semel is Chairman and CEO of Windsor Media. As chairman and CEO of Yahoo Inc. from 2001 to 2007, he was 

responsible for increasing the company’s revenue nearly nine-fold. Before joining Yahoo, Semel was chairman and co- 

CEO of Warner Bros. Over two decades, he and his partner, Robert Daly, built Warner Bros. into one of the world’s largest 

and most creative media and entertainment enterprises, increasing revenues from less than $1 billion to nearly $11 

billion. Semel is co-chairman of the board of the Los Angeles County Museum of Art. The Semels have endowed the 

Semel Institute for Neuroscience & Human Behavior at UCLA, which is focused on studying the brain and its disorders. 

Semel has received the UCLA Medal, the highest honor bestowed by the university, and the Yale Legends in Leadership 

Award. He holds a bachelor’s degree from Long Island University and an honorary doctorate from Emerson College. 

Robert Shafir is CEO of the Asset Management business and CEO of the Americas Region for Credit Suisse. A 

member of the executive boards of Credit Suisse and Credit Suisse Group, he chairs the Americas CEO Management 

Committee. As CEO of Asset Management, Shafir is responsible for asset management operations globally; in his role as 

CEO of the Americas, he works with the investment banking, private banking, asset management and shared services 

businesses in the region. Before joining Credit Suisse in 2007, Shafir spent 17 years at Lehman Brothers, most recently as 

head of equities and a member of the Executive Committee. He also held such senior roles as head of European equities 

and global head of equities trading. Previously, he worked at Morgan Stanley in the preferred stock business in the 

fixed-income division. Shafir received a B.A. from Lafayette College and an M.B.A. from Columbia Business School. 

Tim Shanahan is Director of the Energy and Minerals Initiative at the University of Western Australia. The program 

reinforces the university’s commitment to supporting the minerals and energy industry as it experiences a period of 

significant growth. Shanahan has been appointed to the boards of the Planning and Transport Research Centre, the 

WA Energy Research Alliance and the Australian Centre for Natural Gas Management. He previously served as chief 

executive of the Western Australian Chamber of Minerals and Energy, the major advocacy group for the resources 

sector in Western Australia. He has also served as executive director of the Western Australian Municipal Association, 

the representative organization of local government in Western Australia. He is a trustee of the Committee for the 

Economic Development of Australia (CEDA), and a member of the CEDA Western Australia Advisory Committee. 

Shanahan is a law graduate from the University of Western Australia. 

Andrew Shapiro is the Founder and President of GreenOrder, a consulting firm focused on environmental 

innovation in business. The firm has worked with BP, DuPont, General Motors, JPMorgan Chase, Pfizer and Polo Ralph 

Lauren, and since 2004 has guided GE’s multi-billion-dollar “ecomagination” initiative. Shapiro has been profiled by 

The New York Times, was named an “Enviro All-Star” by Outside magazine and featured on Inc. magazine’s list of “50 

Entrepreneurs Who Are Changing the Way We Live Today.” He is a member of the Urban Land Institute Trustees’ Advisory 

Committee on Energy and Climate Change, the advisory committee of the Center for Business and the Environment at 

Yale, and the board of the Southern Center for Human Rights. Shapiro is also co-founder and chairman of GO Ventures, 

which creates and invests in clean-tech and green businesses. He is a graduate of Brown University and Yale Law School. 

Kevin Sheehan is CEO of Norwegian Cruise Line. Since taking the helm in 2008, he has improved on-board service 

and amenities across the fleet; expanded the line’s European presence; repositioned two of the line’s Hawaii-based ships 

to create a profitable business model; revitalized top management; and helped Norwegian post a sharp turnaround 

in profitability in a tough economic climate. In the course of his career, Sheehan helped to found Spanish-language 

television network Telemundo; took several companies public, including rental car giant Avis; aided in the launch of the 

Sega Channel, the first interactive game platform over cable; taught at Adelphi University in New York; and consulted 

for a variety of private equity firms, including Apollo Management. Before joining Norwegian, Sheehan was chairman 

and CEO of Cendant Corp.’s Vehicle Services Division, where he was responsible for Avis Rent A Car, Budget Rent A Car, 

Budget Trucks, PHH Vehicle Management, First Fleet and Wright Express. 

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panelists 

Steven Shenfeld is President of MidOcean Credit Partners. Prior to joining MidOcean, he was a general partner 

and founder of MD Sass Macquarie Financial Strategies, an asset management private equity fund for MD Sass, a 

$6 billion investment management organization. Shenfeld was previously a general partner with Avenue Capital 

Group LLC, a multi-billion dollar distressed debt and credit investment platform. He was also a managing director for 

Banc Boston Robertson Stephens and Bankers Trust, supervising various business units including Leveraged Finance, 

High Yield Capital Markets and Global Finance Sales and Trading. Shenfeld has a B.A. from Tufts University and an M.B.A. 

from the University of Michigan Business School. 

Mark Shenkman is President and Chief Investment Officer of Shenkman Capital Management Inc., which he 

founded in 1985. With 40 years of investment experience, he is considered a pioneer of the high yield bond market. 

Shenkman was previously president and chief investment officer of First Investors Asset Management. Before that, 

he was co-manager and vice president of the High Yield Bond Department at Lehman Brothers Kuhn Loeb, where he 

established one of Wall Street’s first departments dedicated to high yield securities. He also managed the first highyield 

bond mutual funds at Fidelity Management and Research Company. Shenkman is co-author of a textbook, High 

Yield Bonds: Market Structure, Portfolio Management and Credit Risk Modeling (1999). He is vice chairman of the board of 

the University of Connecticut Foundation and chairman of its Investment Committee. Shenkman received a B.A. from 

the University of Connecticut and an M.B.A. from The George Washington University. 

Gregg Sherrill is Chairman and CEO of Tenneco Inc., a $4.6 billion manufacturer of emission-control and ride-control 

components and systems. With 21,000 employees and 80 facilities in 23 countries, the company serves all major vehicle 

manufacturers and replacement-market customers worldwide. Prior to joining Tenneco in 2007, Sherrill was with Johnson 

Controls Inc., a leading automotive equipment and systems supplier. He served most recently as president of the Power 

Solutions group, the company’s global automotive battery business. Revenues grew to $3.5 billion during his tenure, and 

operations expanded in North America, Europe and Asia. Previously, he was group vice president and managing director 

of Europe, South Africa and South America for the firm’s Automotive Systems Group. Sherrill’s background includes 22 

years with Ford Motor Company, where he held a range of engineering and manufacturing positions. Sherrill holds a B.S. 

from Texas A&M University and an M.B.A. from Indiana University’s Graduate School of Business. 

Gary Shilling, a registered investment advisor, is President of A. Gary Shilling & Company Inc., an economic 

consulting firm that also publishes Insight, a monthly report of economic forecasts and investment strategy. The author 

of several books (and an avid beekeeper), Shilling has been a Forbes magazine columnist since 1983 and appears 

regularly on radio and television business shows. Institutional Investor magazine has twice ranked him as Wall Street’s 

top economist. He has served on the staffs of the Federal Reserve Bank of San Francisco and Bank of America. Before 

establishing his own firm in 1978, Shilling was senior vice president and chief economist of White, Weld & Co. Earlier he 

set up the Economics Department at Merrill Lynch at age 29, and served as the firm’s first chief economist. He received 

a bachelor’s degree from Amherst College and a master’s degree and a Ph.D. in economics from Stanford University. 

Maria Shriver is a Best-Selling Author and Journalist and has been California’s First Lady since 2003. She has used 

her voice to advocate on behalf of women, the working poor, the intellectually disabled and families struggling with 

Alzheimer’s. She has created numerous programs and initiatives under the banner of WE – WE Prepare, WE Build, 

WE Garden, WE Invest, WE Educate, WE Act, WE Connect – that have been successful in motivating people to unite 

across gender, economic and party lines. She has also launched the largest statewide volunteer matching network at 

CaliforniaVolunteers.org, which hosts a database of more than 45,000 service opportunities. Shriver also serves on the 

advisory board of the Sargent Shriver Peace Institute. She has been a network news correspondent and anchor for CBS 

and NBC, winning Peabody and Emmy awards. She is the author of six New York Times best-selling books. Shriver is a 

graduate of Georgetown University. 

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panelists 

Mark Shriver is Vice President and Managing Director of Save the Children’s U.S. Programs, which work to ensure a 

fair start for all children in the United States, including the one in five living in poverty, and to advance the right of every 

child to have a safe and vibrant childhood. Shriver created Save the Children’s early childhood education program 

and reinvigorated its literacy, nutrition and fitness work in the United States. In early 2010, he oversaw the launch of 

k2kUSA.org, a campaign designed to engage children in the fight against childhood poverty. Shriver is also chairperson 

of the National Commission on Children and Disasters. He was a member of the Maryland House of Delegates from 

1994 to 2002. In 1988, Shriver founded the innovative Choice Program, which serves delinquent and at-risk youths 

through intensive community-based counseling. He received a B.A. from The College of the Holy Cross and an M.P.A. 

from Harvard University. 

Ellen Sigal is Chair and Founder of Friends of Cancer Research, a nonprofit organization that convenes leading cancer 

advocates and researchers to create strategic consensus. The group also educates policymakers and the public about new 

research opportunities and existing obstacles; pioneers public-private partnerships to maximize resources; and creates an 

effective dialogue between researchers and regulators to minimize institutional barriers and ensure safety. Sigal is vice chair 

of the inaugural board of directors of the Reagan-Udall Foundation, a partnership designed to modernize medical product 

development, accelerate innovation and enhance product safety in collaboration with the U.S. Food and Drug Administration. 

She has previously served on the National Cancer Institute Board of Scientific Advisors and the National Institutes of Health 

Director’s Council of Public Representatives. From 1992 to 1998, Sigal was a presidential appointee to the National Cancer 

Advisory Board, chairing its Budget and Planning Committee, which oversees the federal cancer budget. 

Luiz Henrique da Silveira is the former Governor of the State of Santa Catarina, Brazil. He was a three-term 

mayor of Joinville, the largest city of Santa Catarina, and a five-term legislator in the federal House of Representatives. 

From 1987 to 1988, he served as minister of state for science and technology. In Brazil’s Congress, he served on a 

number of key committees, including International Affairs and Science and Technology, and was also president and 

speaker of the largest Brazilian political party, the Brazilian Democratic Movement (PMDB). Long interested in the arts, 

he is responsible for the opening of the first ballet school of the Bolshoi Theatre outside Russia, in Joinville. He is also 

author of three books on law and one book of poetry. Silveira holds a law degree. 

David Simon is Chairman and CEO of the Indianapolis-based Simon Property Group Inc., the largest publicly traded 

real estate company in the United States. The company operates from five retail real estate platforms – regional malls, 

Premium Outlet centers, The Mills Corp., community/lifestyle centers and international properties – and owns or has an 

interest in approximately 380 properties in North America, Europe and Asia. Simon joined the organization in 1990 and 

led the efforts to take Simon Property Group public with a nearly $1 billion IPO. Since being named CEO 1995, he has 

orchestrated $25 billion in strategic acquisitions. Simon was previously a vice president of Wasserstein Perella & Co., a 

Wall Street firm specializing in mergers and acquisitions, and leveraged buyouts. In early 2010, Harvard Business Review 

recognized Simon as one of the world’s best-performing CEO’s. He holds a B.S. from Indiana University and an M.B.A. 

from Columbia University’s Graduate School of Business. 

Greg Simon is Senior Vice President of Worldwide Policy at Pfizer Inc., leading a global team of professionals in 

worldwide government policy, science policy, economic policy and research, and international policy. Previously, 

Simon was president of FasterCures / The Center for Accelerating Medical Solutions, a center of the Milken Institute. 

He also served as chief domestic policy advisor to Vice President Al Gore. Following his government service, Simon 

was CEO of Simon Strategies, a consulting firm focusing on clients in biotechnology, health care, technology and 

information technology. He serves as a trustee of the Seattle Biomedical Research Institute, the Leadership Council of 

the Life Sciences Institute at the University of Michigan and PricewaterhouseCoopers’ Montage Group. He chairs the 

Policy and Ethics Advisory Board for Navigenics and is a founding board member of SmartBrief, a news and information 

company. Simon received a B.A. from the University of Arkansas and a law degree from the University of Washington. 

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panelists 

Jonathan Simons is the President, CEO and David H. Koch Chair of the Prostate Cancer Foundation, a position 

he has held since 2007. An internationally recognized prostate cancer oncologist, physician-scientist and biomedical 

inventor, he also served as interim chief science officer of the Melanoma Research Alliance during its launch by 

FasterCures in 2008. In 2000, Simons was recruited from the Johns Hopkins Cancer Center by Georgia Gov. Roy Barnes 

and the Woodruff Foundation of Atlanta to be the founding director of the Winship Cancer Institute at Emory University. 

Simons launched the first NCI Cancer Nanotechnology Centers at Emory and Georgia Tech in 2004. He is a graduate 

of Princeton University and the Johns Hopkins University School of Medicine, and did postgraduate fellowships at 

Cambridge University and Harvard Medical School. 

Bryan Singer is a Film Director and Producer. He is best known as the director of “The Usual Suspects,” which 

won two Academy Awards. He also filmed the first two “X-Men” films and “Superman Returns,” which were popular 

among fans of science fiction and comic book genres. More recently, he directed the Tom Cruise film “Valkyrie” and 

produced “Trick ’r Treat,” among others. He is a director and producer of the television series “House.” Singer studied 

filmmaking for two years at New York’s School of Visual Arts and later transferred to the School of Cinematic Arts at 

the University of Southern California. 

Jonathan Slone is Chairman and CEO of CLSA Asia-Pacific Markets, overseeing CLSA’s global operations in broking, 

investment banking, asset management, research and sales teams in 22 locations worldwide. Slone first went to Asia 

in 1985, working for the World Bank in Beijing, and then moved to Hong Kong, where he was one of the founders of 

First Pacific Securities. He spent the next two years opening offices throughout the region before joining CLSA in 1988 

as regional research director. In 1991, Slone moved to New York to establish CLSA’s U.S. operations. While still at CLSA, 

he founded G-Trade Services, which was sold to the Bank of New York in 2002; Slone continued to head the company 

for Bank of New York until 2005. He rejoined CLSA later that year to assume responsibility for the firm’s global broking 

operations, with an emphasis on growing the company’s expanding presence in Japan. 

Joel Smith, a Principal with Stratus Consulting, has been analyzing climate change impacts and adaptation issues for 

more than 20 years. He has provided technical advice, guidance and training on the subject to people around the world 

and for clients such as the U.S. government, the World Bank, the United Nations, states, municipalities and foundations. 

Previously, Smith was deputy director of the Climate Change Division at the Environmental Protection Agency. He is 

currently a member of the National Academy of Sciences’ Panel on Adapting to the Impacts of Climate Change. An author 

of the third and fourth assessment reports of the Intergovernmental Panel on Climate Change, Smith has also published 

more than 30 articles and chapters on the subject in peer-reviewed journals and books. He received a bachelor’s degree 

from Williams College and a master’s degree in public policy from the University of Michigan. 

Terence Smith is an award-winning journalist and currently a special correspondent for “The NewsHour With Jim 

Lehrer.” He has worked in public television for more than a decade and is a frequent guest host for “The Diane Rehm Show” 

on NPR. Smith spent 20 years with The New York Times, including eight years in the Middle East and Far East, covering 

four wars and the day-to-day lives of people in more than 40 countries. His coverage earned two Pulitzer nominations 

and numerous other awards. Smith also served as the paper’s assistant foreign editor and deputy metropolitan editor 

in New York, and as diplomatic correspondent and chief White House correspondent in Washington. In 1985 he joined 

CBS News, covering the Reagan White House and reporting for “CBS Sunday Morning.” He earned two Emmys for his 

work on “48 Hours” and shared in the George Foster Peabody Award given to the staff of “CBS Sunday Morning.” 

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panelists 

Patricia Soldano is President and CEO of GenSpring Family Offices in Southern California. She has spent over 25 

years managing family offices, and established family offices for the Brown family of California, the Plimpton family 

of New Jersey and the Field family of Illinois. In 1996 she developed Cymric Family Office Services into a multifamily 

office now serving 11 families. In 2009, Cymric Family Office Services became part of GenSpring Family Offices. Soldano 

remains president and CEO of GenSpring Southern California. She is a member of the Women’s Philanthropy Fund 

of Orange County; on the board of directors of the Alzheimer’s Association of Orange County, as well as its Policy 

Committee chairman; a member of The Paul Merage School of Business advisory board at the University of California, 

Irvine; and co-chair of the Center for Investment and Wealth Management. Soldano received a B.A. from California State 

University, Fullerton, and an M.B.A. from Claremont Graduate School. 

David Solomon is Managing Director and Co-Head of the Investment Banking Division of Goldman Sachs. Prior 

to this role, he was the global head of the Financing Group, which includes all capital markets and derivative products 

for the firm’s corporate clients. Solomon is a member of the Management Committee, Firmwide Strategy Committee, 

Firmwide Business Practices Committee and the Business Planning Committee. He also chairs the Investment Banking 

Operating Committee and Global Recruiting Council. He joined Goldman Sachs as a partner in 1999. Prior to joining 

the firm, Solomon worked in various capacities at Bear Stearns, Drexel Burnham, Salomon Brothers and Irving Trust 

Company. He is a member of the board of trustees of Hamilton College and serves on the Leadership Council for the 

Robin Hood Foundation. Solomon received a B.A. in political science from Hamilton College. 

Andrew Ross Sorkin is the best-selling author of Too Big to Fail as well as a columnist and chief mergers and 

acquisitions reporter at The New York Times. Sorkin is also the editor of DealBook, an online daily financial report that he 

started in 2001, and an assistant finance editor of the Business Day section of the Times. Too Big to Fail, which is being 

made into a movie by HBO, was described by the Financial Times as “an extraordinary achievement that will be hard to 

surpass as the definitive account.” Sorkin is a frequent guest host of CNBC’s “Squawk Box” and often appears on “Charlie 

Rose” on PBS. He won a Gerald Loeb Award in 2004 for breaking news, and the World Economic Forum named him a 

“Young Global Leader” in 2007. Sorkin began writing for the Times in 1995 under unusual circumstances: he hadn’t yet 

graduated from high school. 

Howard Soule is Executive Vice President and Chief Science Officer at the Prostate Cancer Foundation (PCF) and a 

Senior Fellow at the Milken Institute. He previously served as managing director of the Knowledge Universe Health and 

Wellness Group, an investment firm focused on companies in the areas of disease prevention and treatment. Soule’s 

first stint as executive vice president and chief science officer at PCF was from 1997 to 2004. He was responsible for 

coordinating scientific and clinical research funded by the foundation, whose goal is to promote new treatments and 

a cure for advanced prostate cancer. He was previously a senior R&D executive at Corvas International Inc., a public 

biotechnology company, where he focused on innovative treatments for cardiovascular diseases. In addition, he has 

considerable experience in the medical diagnostic and device industries. Soule received a Ph.D. from Baylor College of 

Medicine and was a postdoctoral fellow at The Scripps Research Institute. 

Erroll Southers is Associate Director of the Center for Risk and Economic Analysis of Terrorism Events (CREATE) at 

the University of Southern California, where he developed the Executive Program in Counter-Terrorism and serves as an 

Adjunct Professor. Previously, Southers was the chief of homeland security and intelligence for the Los Angeles World 

Airports Police Department. He also was a special agent and SWAT member in the FBI. Southers, who was nominated 

by President Obama to be assistant secretary of the Transportation Security Administration, served as deputy director 

in the Governor’s Office of Homeland Security in California. He began his law enforcement career with the Santa 

Monica Police Department and served as a faculty member at the Rio Hondo Police Academy. He is a senior fellow at 

the University of California, Los Angeles, School of Public Affairs. Southers received a bachelor’s degree from Brown 

University and an M.P.A. from USC. 

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panelists 

Jeb Spaulding is State Treasurer of Vermont. As chair of the Capital Debt Affordability Committee, he led the 

successful effort that in 2007 allowed the state to regain a triple-A bond rating for the first time since the 1970s. Vermont 

now has the most favorable credit ratings of all New England states. He also counts among his accomplishments the 

passage of policies promoting corporate responsibility, such as an active proxy voting system and restrictions on 

investments in companies and governments linked to terrorism or genocide. Spaulding served eight terms in the 

Vermont Senate from 1985 to 2000. He was a founder and general manager of WNCS-FM in Montpelier and a partner in 

Precision Media Inc. Spaulding has a master’s degree in education. 

Margaret Spellings is the President and CEO of Margaret Spellings and Company, and a leading national expert 

in public policy. She is the previous U.S. Secretary of Education, having served in the Bush administration. Spellings is 

also a senior advisor to the U.S. Chamber of Commerce, executive vice president of the National Chamber Foundation 

and a senior advisor to the Boston Consulting Group (BCG). She also served as White House domestic policy advisor 

from 2001 to 2005. She serves on the boards of the America’s Promise Alliance, the Broad Center for the Management of 

School Systems, the National Alliance for Public Charter Schools and the Special Olympics. She is also a member of the 

Goldman Sachs 10,000 Small Businesses Advisory Council. 

Scott Sperling is Co-President of THL Partners as well as trustee and general partner of various THL equity funds. 

He is currently a director of Clear Channel Communications, Thermo Fisher Corp., Univision Communications Inc., 

Warner Music Group and several private companies. Prior to joining THL, Sperling spent more than a decade as 

managing partner of The Aeneas Group Inc., the private capital affiliate of Harvard Management Company. Prior to 

that, he was a senior consultant with the Boston Consulting Group. Sperling is also a board member of the Brigham 

& Women’s / Faulkner Hospital Group, chairman of the Citi Performing Arts Center and a member of Harvard Business 

School’s Rock Center Board and the Harvard Business School Dean’s Advisory Board. He holds a bachelor’s degree from 

Purdue University and an M.B.A. from Harvard Business School. 

Lorraine Spurge is Managing Director and Head of Business Development for the Diversified Fixed Income 

Group and Corporate Credit Group at Guggenheim. She joined Guggenheim in 2008, focusing on strategic business 

development, marketing and client services. Prior to Guggenheim, Spurge was a founder and CEO of Maple Stone 

Capital Advisors, where her responsibilities included more fully developing an institutional presence. As a member of 

the Investment Committee, she reviewed and evaluated securities prior to their inclusion in the portfolio. From 2001 

to 2006, Spurge was a partner and managing director at Metropolitan West Financial and MW Post Advisory Group, 

where she helped to expand a $400 million asset manager into an institutional high yield and distressed firm with more 

than $8 billion of assets under management. Previously, she managed the capital markets group for Drexel Burnham 

Lambert, raising more than $200 billion for large and small corporations. 

Komal Sri-Kumar, a Senior Fellow of the Milken Institute, is Group Managing Director and Chief Global Strategist 

of The TCW Group Inc. He has been with the investment management firm since its founding in 1991 and has chaired 

the firm’s Comprehensive Asset Allocation Committee since 1997. The firm manages specific client mandates of about 

$1.5 billion across global asset classes, including U.S. and foreign equities and fixed income, private equity, energy 

and real estate. Prior to joining TCW, Sri-Kumar was senior vice president at Drexel Burnham Lambert and executive 

vice president of DBL Americas, responsible for country risk analysis. Previously, he was president of the Country Risk 

Consulting Service, which he founded to advise Big Eight accounting firms and investment and commercial banks on 

Latin American debt service capacity. Sri-Kumar holds a master’s degree from the Delhi School of Economics and a 

master’s and Ph.D. in economics from Columbia University. 

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panelists 

Charles Stanish is Director of the Cotsen Institute of Archaeology at the University of California, Los Angeles, where 

he is also a professor of anthropology. The author of several books, including Ancient Titicaca, Ritual and Pilgrimage in 

the Ancient Andes and Ancient Andean Political Economy, he specializes in the development of complex political and 

economic systems in the premodern world. Stanish has worked extensively in Peru, Bolivia and Chile, conducting 

archaeological research on the prehistoric societies of the region. His theoretical work focuses on the roles that trade, 

war and labor organization play in the evolution of human cooperation and complex societies. He also seeks to create 

sustainable development models to preserve global cultural heritage through a combination of micro-lending, direct 

community grants and tourist infrastructure development. Trained at the University of Chicago, Stanish is an elected 

Fellow of the American Academy of Arts and Sciences. 

Mike Steib is Director of Emerging Platforms for Google, overseeing U.S. business operations for mobile, television 

and video ads, local and online audio ads, and commerce. He joined Google in 2007 as director of Google TV Ads. 

Before coming to Google, Steib was general manager of strategic ventures at NBC Universal, where he co-founded and 

led NBBC (a marketplace for digital video syndication, now part of hulu.com) and NBC Weather Plus, the first all-digital 

broadcast television network. In 2004, NBC Weather Plus received the GE Imagination Breakthrough award. Steib was 

co-chair of the NBC Affiliates Futures Committee and previously served as vice president in the Business Development 

group, which closed $20 billion in mergers and acquisitions. In 2000, he worked on launching new media businesses for 

Walker Digital LLC and spent the two previous years as a management consultant with McKinsey & Company. Steib is a 

graduate of the University of Pennsylvania. 

Jonathan Steinberg is Director and CEO of WisdomTree Investments Inc. Before establishing WisdomTree, 

Steinberg founded Individual Investor Group Inc. and served as chairman and CEO. From 1998 to 2001, he was editorin-chief 

of Individual Investor and Ticker magazines. Previously, Steinberg was an analyst in the mergers and acquisitions 

division at Bear Stearns & Co. Inc. A registered representative of ALPS Distributors Inc., he is the author of Midas Investing, 

published by Random House in 1996. Steinberg attended The Wharton School of the University of Pennsylvania. 

Marcia Stepanek is Founder and Publisher of Cause Global, a group blog about the use of social media in social 

advocacy and innovation. She serves as social enterprise editor for Justmeans.com, and blogs for the Stanford Social 

Innovation Review, msnbc.com and PopTech. She has covered the evolution of the Internet and its impact on society, 

commerce and the workplace since 1994, and has received numerous awards, including a George Polk award for 

consumer journalism; a National Press Club award for Washington Correspondence; and a Society of Professional 

Journalists’ Sigma Delta Chi award for explanatory journalism. Stepanek produces New Conversations for Change, a 

forum series highlighting social entrepreneurs and innovation in social change advocacy. Most recently, she was the 

founding editor-in-chief of Contribute magazine. Her latest book, Swarms, about the rise and evolution of Web-wired, 

self-organized groups and their impacts on business, culture, philanthropy and society, is due out this year. 

Barry Sternlicht is Chairman and CEO of Starwood Capital Group, a private investment firm he formed in 1991. 

He is also chairman of Starwood Property Trust and chairman of the board of Societé du Louvre. Starwood’s funds have 

invested in more than 18,000 apartment units, more than 950 hotels, 17 million square feet of office properties, 13 

million square feet of retail and 20,000 acres of land in residential subdivisions. The firm manages $12 billion of investor 

capital on behalf of its high-net-worth and institutional partners. Starwood Capital Group recently formed Starwood 

Energy Partners, focusing on energy investments. Starwood’s family of products includes Starwood Real Estate 

Securities hedge fund. Starwood also owns an interest in Troon Golf. From 1995 through early 2005, Sternlicht was 

chairman and CEO of Starwood Hotels & Resorts Worldwide Inc., a company he founded in 1995. Sternlicht received a 

B.A. from Brown University and an M.B.A. from Harvard Business School. 

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panelists 

Melissa Stevens is Director of Strategic Initiatives for FasterCures, a nonprofit think tank and center of the Milken 

Institute that works across sectors to improve the effectiveness and efficiency of the medical research enterprise, and 

accelerate the discovery and development of new treatments for deadly and debilitating diseases. Stevens manages 

planning and implementation of FasterCures programs. She also directs the organization’s medical philanthropy efforts 

including the Philanthropy Advisory Service (PAS), designed to help foundations, philanthropists and their advisors make 

more impactful investments in medical research and better assess the return on philanthropy. Previously, she worked in 

the health sciences practice of PricewaterhouseCoopers, advising commercial and federal clients across the health-care 

continuum. Stevens received both her bachelor’s degree in biochemistry and M.B.A. from Pennsylvania State University. 

Biz Stone is the Co-Founder of Twitter, a real-time information network powered by people around the world. For 

the past decade, Stone has been developing large-scale projects that facilitate the open exchange of information. 

In 2003 he was recruited by Google, where he met and collaborated with Twitter co-founder Evan Williams. The pair 

would later exit the search company. They founded Twitter in 2007. Stone has published two books on the origins and 

social significance of our changing communications landscape and has lectured around the world. 

Brian Sullivan is an Anchor at Fox Business Network. He also writes a blog and frequently appears on Fox News 

Channel. Before joining Fox, Sullivan was an anchor for Bloomberg Television, where he hosted the programs “Morning 

Call” and “In Focus.” He was a frequent host of the weekend interview program “For the Record.” Sullivan’s July 2007 

special “Subprime Shockwaves” won the New York CPA Society Excellence in Financial Journalism award and was 

nominated for the Loeb Award for its early reporting on the impact of subprime mortgages on the housing market 

and the economy. Prior to joining Bloomberg, Sullivan traded chemical commodities for Mitsubishi International. He 

received a bachelor’s degree in political science from Virginia Polytechnic Institute and State University, a certificate in 

journalism from New York University School of Continuing Education and a law degree from Brooklyn Law School. 

Raman Suri is Managing Director and Head of Product at U.S. iShares. He leads multiple teams that are responsible 

for product research and development, managing exchange-traded funds in capital markets, product service and 

analytics, and new platforms. Suri joined the iShares business in 2003, looking after fund administration and business 

finance. He has been with the firm since 1999, including his years at Barclays Global Investors, which merged with 

BlackRock in 2009. He has worked with a wide array of BlackRock businesses around the world in business finance 

and strategy roles. Suri began his finance and strategy career with Pacific Gas & Electric during the deregulation era. 

Previously, he was a design engineer with General Electric’s Nuclear Power Plant Unit. Suri received an engineering 

degree from the Delhi College of Engineering in India and an M.B.A. from the University of San Francisco. 

Anne Sweeney is Co-Chair of Disney Media Networks and President of Disney/ABC Television Group. She manages 

the ABC Television Network, Disney Channels Worldwide, cable networks ABC Family and SOAPnet, publishing imprint 

Hyperion and Disney’s equity interest in A&E Television Networks. Since joining Disney in 1996, she has been president 

of ABC Cable Networks Group, Disney Channels Worldwide and the Disney Channel as well as executive vice president 

of Disney/ABC Cable Networks. Previously, she was chairman and CEO of FX Networks Inc. and held various positions 

at Nickelodeon/Nick at Nite. Sweeney serves on many boards, including those of the American Film Institute and the 

Special Olympics. Named the “Most Powerful Woman in Entertainment” by The Hollywood Reporter and one of the “50 

Most Powerful Women in Business” by Fortune, she received the Broadcasters Foundation of America’s 2008 Golden 

Mike Award and has been inducted into the Broadcasting & Cable Hall of Fame. 

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panelists 

Steven Tananbaum is CEO and Chief Investment Officer of GoldenTree Asset Management. As a founding partner 

and member of the Executive Committee, he has been instrumental in building GoldenTree into an organization 

known for its bottom-up value investment process, focused on the credit markets. GoldenTree has produced strong 

competitive returns broadly across product lines since its inception, and has grown to encompass 21 partners, 175 

employees and more than $11 billion of assets under management. Prior to forming GoldenTree, Tananbaum worked 

at MacKay Shields as an investment specialist, later becoming head of its high-yield group. In 1997, he formed and was 

lead portfolio manager of the firm’s hedge fund area. A CFA charter holder, Tananbaum is a graduate of Vassar College, 

where he is now a trustee. He is also a member of the Council on Foreign Relations and is a vice chair of the Kennedy 

Center for the Performing Arts. 

Donald Tang is Founder and CEO of CITIC Securities International Partners, a joint venture with one of China’s 

premier financial institutions, CITIC Securities. He was previously chairman of Bear Stearns Asia and vice chairman 

of Bear Stearns & Co. Inc. Tang was instrumental in arranging unprecedented creative high yield financing for CITIC 

Resources during its $1.15 billion acquisition of Nations Energy in Kazakhstan. He also led the Bear Stearns team 

representing Hunan Valin Group in what was the largest acquisition by an international strategic investor of a Chineselisted 

firm to date. Tang is a trustee of the Rand Corp., where he is a member of the advisory board for the Center for Asia 

Pacific Policy and chairman of its Banking Reform Committee on China. He is also a trustee of the California Institute of 

Technology, a member of the Advisory Committee of the Harvard University Asia Center and a trustee emeritus of the 

Asia Society. 

Tulsi Tanti is Founder, Chairman and Managing Director of Suzlon Energy Ltd., which ranks as the third-leading 

wind energy group in the world, with 12.3 percent of global market share, revenues of over $5 billion in FY 2008–2009 

and a presence in 21 countries. Tanti’s journey began with a textile venture in Gujarat. In 1994, at the helm of a young 

and growing business, he faced rising power costs that were hitting his operations. With a background in engineering, 

he set up two wind turbines to supply electricity for his textile unit, and as his business flourished on sustainable 

power supplies, he recognized the potential of wind energy. Tanti’s commitment to social development, and his vocal 

advocacy of climate change mitigation, have been honored with numerous awards, including “Champion of the Earth 

2009” by the United Nations Environment Program, “Hero of the Environment” by Time and “Entrepreneur of the Year 

2006” by Ernst & Young. 

Dan Tarantin is President and CEO of Direct General Corp., which provides non-standard auto insurance and 

related financial services to consumers through more than 400 neighborhood retail stores, the telephone and Internet 

in 13 Southeastern states. Most recently, Tarantin was an operating partner with Calera Capital, which along with TPG 

Capital, acquired Direct General in 2007. He previously spent more than a decade with Cendant Corp. as a founding 

member of its Preferred Alliance Services Division and ultimately serving as vice chairman of the Cendant Marketing 

Group and Financial Services Division. While at Cendant, he was president and CEO of Progeny Marketing Innovations, 

an insurance and marketing firm selling personal lines through more than 6,000 financial institutions. He previously 

was president and CEO of Jackson Hewitt Tax Service, the nation’s second-largest retail consumer tax preparation firm. 

Before he joined Cendant, he was an associate with J.P. Morgan Chase & Co. 

Billy Tauzin is President and CEO of the Pharmaceutical Research and Manufacturers of America (PhRMA). His 

public service career includes 13 terms in the U.S. House of Representatives, representing the 3rd Congressional District 

of Louisiana. In the Louisiana State Legislature, Tauzin was chosen twice as one of Louisiana’s “Ten Best Legislators.” 

He was elected to the U.S. House in 1980 as a Democrat but switched parties in 1995. In an effort to promote a spirit 

of bipartisan cooperation on Capitol Hill, he co-founded and served as co-chairman of the Mainstream Conservative 

Alliance, better known as Republican “Blue Dogs.” Tauzin received a bachelor’s degree from Nicholls State University 

and a J.D. from Louisiana State University. 

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panelists 

Douglas Teitelbaum is Managing Partner and Portfolio Manager at Bay Harbour Management, which focuses 

on investing in markets for distressed securities. He began his career in distressed securities at Oppenheimer & Co. 

and later joined the research department and sales desk of RD Smith Company Inc. After working at RD Smith and its 

successor company, BDS Securities, Teitelbaum became a partner in the Los Angeles distressed investment boutique 

of Dabney/Resnick. He later joined Bear Stearns as a managing director in the high-yield and distressed securities 

department. Teitelbaum joined Bay Harbour Management in 1996 as a principal and co-portfolio manager. There, 

he has overseen complex and successful reorganizations, including Bally’s Grand, Barneys New York, Telcove Inc. and 

NextWave Telecom Inc. He currently serves as co-chairman of the Planet Hollywood Resort & Casino and is on the board 

of Planet Hollywood International. Teitelbaum was formerly a director of Telcove and Barneys New York. 

Lauren Tennant is a Product Development Analyst at Argo Group International Holdings Ltd., an international 

underwriter of specialty insurance and reinsurance products in the property and casualty market. Tennant assists in 

the development of new products and markets with lead responsibilities in the micro-insurance sector. Prior to joining 

Argo Group International, Tennant was a risk analyst at Guy Carpenter & Company, a leading global reinsurance 

intermediary. There she helped execute risk-management solutions to address a wide variety of exposures for regional, 

national and international portfolios of business. Tennant graduated from Georgetown University’s School of Foreign 

Services with a degree in international economics and a certificate in international development. While there, she also 

attended the Universidad San Francisco de Quito in Ecuador, where she led sustainable development projects to help 

overcome social and economic inhibitors within indigenous Quechua communities. 

Stella Thomas is Founder and President of the Global Water Fund, which raises awareness of the global water 

crisis and seeks tangible financial and technical solutions to problems of water scarcity and sanitation. Thomas 

serves as a liaison to governments, international organizations, and business and civic groups on issues related to 

sustainable development and the environment. She also consults on global water issues and technologies, and advises 

governments and industry leaders on environmental, health, economic, political and social factors related to water. 

She frequently lectures to organizations around the world. Thomas holds two undergraduate degrees from Michigan 

State University and diplomas in economics from the University of Cambridge and The London School of Economics. 

She holds a master’s degree in natural resources and conflict resolution from the School of International Relations and 

Diplomacy/University of Paris, and a master’s from the University of Oxford in water science, policy and management. 

Felicia Thornton is CEO of Knowledge Universe Education (KUE) U.S. She oversees the strategic vision and 

operations for several of KUE’s business lines, including KinderCare Learning Centers, the nation’s leading private provider 

of early childhood education and care through 1,778 community-based centers; CCLC, a national child-care provider for 

progressive employers; KLC School Partnerships, which provides on-site before- and after-school programs, summer 

camps and science programs; KCDL, which offers distance learning programs for middle school and high school students, 

including courses through Keystone National High School and Middle School, iQ Academy and Aventa Learning; and KU 

Technologies, a global provider of technology solutions and services to business partners in the child-care and education 

industry. Before joining KUE, Thornton held executive positions with Albertsons Inc. and Kroger. She received a bachelor’s 

degree in economics from Santa Clara University and an M.B.A. from the University of Southern California. 

Trevor Tice is the Founder and CEO of CorePower Yoga (CPY), one of the largest networks of yoga studios in the 

U.S. He opened the first CorePower in Denver in 2002 and now owns and operates 35 upscale yoga studios. CPY offers 

a proprietary form of physically challenging, heated yoga along with a host of integrated wellness programs. Prior to 

forming CPY, Tice owned TechPartners International, a $60 million IT company that he sold in 2001. A board member 

of MindBody Online and BridgeView IT, he is a member of the Colorado chapter of the Young Presidents’ Organization 

and a semifinalist for Colorado’s 2010 Entrepreneur of the Year. Tice also formed The Karma Yoga Project, a nonprofit 

organization that leverages the generosity of the CPY community to support philanthropic causes, most recently the 

Haiti relief effort. He received a bachelor’s degree in business from the University of Colorado. 

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panelists 

Matt Tolmach is President of Columbia Pictures, overseeing its slate of motion pictures – encompassing more 

than 100 films in various stages of development – and managing the creative staff. Working with co-president Doug 

Belgrad, Tolmach has unveiled such blockbusters as the Spider-Man franchise, “The Da Vinci Code,” “Angels & Demons,” 

“Zombieland,” “2012,” “Step Brothers,” “Pineapple Express” and “Click.” He is now overseeing the development and 

production of the next Spider-Man movie; “Salt,” starring Angelina Jolie; and “The Other Guys,” starring Will Ferrell and 

Mark Wahlberg, among others. Since joining Columbia in 1997, Tolmach has served as president of production, copresident 

of production, executive vice president of production and senior vice president of production. He began 

his career as an agent trainee at the William Morris Agency and later ran Michael J. Fox’s production company before 

joining Turner Pictures. Tolmach received a B.A. from Beloit College. 

Suzanne Topalian is Professor of Surgery and Oncology at the Johns Hopkins University School of Medicine 

and Director of the Melanoma Program at the Sidney Kimmel Comprehensive Cancer Center. Her research focuses on 

cancer immunology and immunotherapy. A physician-scientist, Topalian is also chief science officer of the Melanoma 

Research Alliance. Previously, she spent 21 years in the surgery branch of the National Cancer Institute, part of the 

National Institutes of Health, first as a fellow and later a senior investigator. Topalian has published more than 100 

research articles and reviews on cancer immunology. She is internationally recognized for this work, which provided a 

foundation for the translational development of immunotherapies for melanoma and other cancers and opened new 

avenues of scientific interest and clinical investigation in cancer immunotherapy. She received a B.A. from Wellesley 

College and an M.D. from Tufts University. 

Bruce Tuckman is Director of Financial Markets Research at the Center for Financial Stability, where he has written 

about making derivatives and repo markets more robust. This policy role follows 15 years in the financial industry, most 

recently as managing director and global head of quantitative research for Prime Services at Lehman Brothers and then 

Barclays Capital, where he was responsible for business and risk metrics, margin methodology and desk quants. Before 

his industry career, he was on the finance faculty of N.Y.U.’s Stern School of Business, teaching finance and fixed income 

to M.B.A.s and executive M.B.A.s. Tuckman has authored numerous scholarly articles on fixed income markets and as well 

as the textbook Fixed Income Securities: Tools for Today’s Markets, now in its second edition. Tuckman received a Ph.D. in 

economics from the Massachusetts Institute of Technology and an A.B. from Harvard College. 

Thomas Tull is Chairman and CEO of Legendary Pictures. Since its inception in 2004, Legendary Pictures has 

teamed with Warner Bros. Pictures on hits such as “Superman Returns,” “Batman Begins,” “Watchmen,” “300” and 

the award-winning “The Dark Knight,” which has earned in excess of $1 billion worldwide. More recently, this highly 

successful partnership produced the runaway hit comedy “The Hangover” and Spike Jonze’s “Where the Wild Things 

Are.” Prior to forming Legendary, Tull was president of The Convex Group, a media and entertainment holding company 

headquartered in Atlanta. He also conceived and produced the music documentary “It Might Get Loud,” directed by 

Davis Guggenheim. Tull is a member of the board of trustees of the American Film Institute (AFI) and the board of 

directors of Hamilton College, his alma mater. He is also a minority partner in the NFL’s Pittsburgh Steelers. 

Bobby Turner is a Managing Partner of Canyon Capital Realty Advisors LLC and Canyon Capital Advisors LLC, which 

have over $17 billion in assets under management. An expert in the acquisition, development, finance and management 

of commercial real estate assets, Turner directs Canyon’s real estate activities with an expertise in providing debt and 

equity capital to real estate owners, operators, developers and corporations. Turner also serves as managing partner 

of the Canyon-Johnson Urban Funds, a series of closed-end real estate funds and a joint venture with Earvin “Magic” 

Johnson focusing on inner-city and urban real estate development. Turner serves on the boards of the Virginia Avenue 

Project, the Pacific Charter School Development Corp. and the Initiative for a Competitive Inner City, as well as on the 

Leadership Forum at Harvard’s Joint Center for Housing Studies. He received a bachelor’s degree in finance from The 

Wharton School of the University of Pennsylvania. 

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panelists 

Ted Turner is Chairman of Turner Enterprises Inc., which manages his business interests, land holdings and 

investments, including oversight of 2 million acres in 12 states and Argentina, and more than 50,000 bison. Throughout 

his career, Turner has been recognized for his entrepreneurial acumen, sharp business skills, leadership qualities and 

philanthropy. The Turner Foundation Inc., of which he is chairman, supports efforts for improving air and water quality, 

developing a sustainable energy future, protecting wildlife habitat, and developing practices and policies to curb 

population growth. Turner also serves as co-chairman of the Nuclear Threat Initiative, a charitable organization working 

to reduce the global threats from nuclear, biological and chemical weapons, and as chairman of the United Nations 

Foundation, which promotes a more peaceful, prosperous and just world. He is a partner in the Ted’s Montana Grill 

restaurant chain, with more than 55 locations nationwide. Turner is a graduate of Brown University. 

Trond Unneland is Vice President of the Venture Capital business unit of Chevron Technology Ventures. In this 

capacity, he is responsible for identifying and investing in promising new technology. He previously served as managing 

director and country manager for Chevron Norway and for Chevron Denmark, with management responsibility for 

the company’s upstream business. Unneland joined Chevron in 2000 as technology account manager for Chevron 

Energy Technology Company. He began his career as a petroleum engineer with Statoil in Bergen, Norway, working 

in offshore oil production operations; he was eventually named vice president of information technology in 1998. A 

native of Norway, Unneland graduated from Stavanger University, where he earned a bachelor’s degree in petroleum 

engineering and a master’s degree in reservoir engineering. He later received a Ph.D. from the Norwegian University of 

Science and Technology, and served as a visiting scholar at Stanford University. 

Erol Uzumeri is Senior Vice President at Teachers’ Private Capital, the private equity arm of the Ontario Teachers’ 

Pension Plan. He is also chairman of the board of GCAN Insurance and a director of Maple Leaf Sports & Entertainment, 

and sits on the advisory boards of a number of leading private equity funds. Before joining Teachers’ in 2003, he was a 

vice president at CVC International in London, where he evaluated, structured and executed a number of private equity 

investments. Uzumeri is on the board of directors of the SickKids Foundation and the governing council of Sunnybrook 

Foundation. A graduate of the Institute of Corporate Directors, he received a B.A.Sc. from the University of Toronto and 

an M.Sc. in finance from the London Business School. 

D. Michael Van Konynenburg is President of the real estate investment banking firm Eastdil Secured, responsible 

for overseeing large real estate transactions, specifically those involving financings, capital raising and investment 

banking transactions for owners. As the former president and CEO of Secured Capital Corp, which he co-founded in 

1990, he oversaw transactions totaling more than $80 billion. Prior to joining Secured Capital, Van Konynenburg was a 

senior vice president at Drexel Burnham Lambert’s Commercial Mortgage Backed Securities Department, where he was 

responsible for trading and structuring various CMBS securities. He is a founding board member of the Ziman Center 

for Real Estate at the Anderson School of Management at the University of California, Los Angeles. Van Konynenburg 

received a bachelor’s degree in managerial economics from the University of California, Davis. 

Ruben Vardanian is Chairman and CEO of Troika Dialog Group. One of the leading figures in Russia’s capital 

markets, he is an active member of many respected business organizations, notably the Russian Union of Industrialists 

and Entrepreneurs, where he sits on the Management Committee and chairs the Corporate Governance Committee. 

Vardanian is chairman of AmeriaBank and a board member of several other entities, as well as president of the 

SKOLKOVO Moscow School of Management. He was previously CEO and chairman of the Russian national insurance 

company Rosgosstrakh. Vardanian graduated from Moscow State University with a degree in economics and completed 

postgraduate training at BANCA CRT in Turin and Merrill Lynch’s Emerging Markets Training Program in New York. He 

also completed courses at INSEAD (France) and Harvard Business School. 

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panelists 

Hal Varian is the Chief Economist at Google. He started at Google in 2002 as a consultant and has been involved in 

many aspects of the company, including auction design, econometric, finance, corporate strategy and public policy. He 

also holds academic appointments at the University of California, Berkeley, in three departments: business, economics 

and information management. Varian has published numerous papers in economic theory, econometrics, industrial 

organization, public finance and the economics of information technology. He received his bachelor’s degree from the 

Massachusetts Institute of Technology and his M.A. and Ph.D. from the University of California, Berkeley. 

Gaddi Vasquez is a former U.S. Ambassador and former Director of the U.S. Peace Corps. From 2006 to 2009, 

Vasquez served as U.S. ambassador to the U.N. organizations in Rome. He led major reform efforts at the U.N. Food 

and Agriculture Organization, resulting in some of the most sweeping changes in the organization’s history. From 

2002 to 2006, Vasquez served as director of the U.S. Peace Corps. Under his leadership, the Peace Corps realized the 

highest enrollment of field volunteers in 30 years and established the Peace Corps Global AIDS Program. Vazquez is 

currently vice president of public affairs for the Southern California Edison Company. He began his 28-year career in 

public service as a police officer in Orange, Calif., has served as an appointee of three former California governors and 

was appointed by former President George H. W. Bush to two federal commissions. The ambassador is a graduate of the 

University of Redlands. 

Joel Velasco is Chief Representative in North America of Brazil’s Sugarcane Industry Association (UNICA). Based in 

Washington, D.C., Velasco oversees UNICA’s efforts to expand the North American sugar and bioenergy markets, with a 

particular focus on low-carbon, advanced biofuels. Previously, he was managing director of Stonebridge International, 

an advisory firm. Prior to that, he served as senior advisor to the U.S. ambassador to Brazil. From 1994 to 1997, Velasco 

was a personal aide for Vice President Al Gore. A dual national of Brazil and the United States, he worked on a broad 

spectrum of issues, including trade and regional security. Educated in both Brazilian and American schools, Velasco 

received a master’s degree at the Georgetown University School of Foreign Service and earned a bachelor’s degree 

from Hampden-Sydney College in Virginia. 

Chris Viehbacher is CEO of Sanofi-Aventis, a leading global pharmaceutical company. After beginning his career 

at PricewaterhouseCoopers, he acquired broad international experience in Europe, the United States and Canada in 

senior positions with GlaxoSmithKline (GSK). He was eventually named president of GSK’s pharmaceutical operations 

in North America, a member of the board and co-chairman of the Portfolio Management Board. A board member of 

the Pharmaceutical Research and Manufacturers of America (PhRMA) in the United States, Viehbacher speaks French, 

English and German. He lived in France for nine years and was made a knight of the French Legion of Honor in 2003. A 

certified public accountant, he is a graduate of Queen’s University in Ontario. 

Ted Virtue is CEO of MidOcean Partners, a midmarket private equity firm with offices in New York and London. The 

firm has more than $2.5 billion under management and has managed investments in more than 75 companies in Europe 

and the United States. Prior to founding MidOcean Partners, Virtue was CEO of DB Capital Partners, with oversight for 

Deutsche Bank’s $35 billion direct investment portfolio. He was also on the management board of Deutsche Bank AG. 

Prior to Deutsche Bank’s acquisition of Bankers Trust, Virtue was president of Bankers Trust Alex. Brown and head of 

Global Finance for Bankers Trust. Previously, he was a senior vice president at Drexel Burnham Lambert, where he ran 

the High-Yield Commercial Paper division. Virtue is a graduate of Middlebury College. 

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panelists 

Stephen Vogel is CEO of Grameen America, a nonprofit microfinance organization that provides microloans to 

low-income borrowers in the United States. Before joining Grameen America, Vogel was president, CEO and co-founder 

of Synergy Gas Corp., a retail propane distribution company. During his tenure from 1971 to 1995, Vogel grew Synergy 

to more than 250,000 customers, 2,700 employees and more than $300 million in annual revenue. He successfully 

completed 50 individual acquisitions during this time and increased the company’s distribution base to 330 retail 

locations. Vogel also co-founded EntreCapital Partners, a private equity firm focused on companies facing operational 

or management challenges. He was also a general partner in Vogel Partners LLP, a private equity investment fund. 

Barry Volpert is Chairman of Crestview Partners, which he co-founded in 2004. Crestview is a private equity firm 

with a contrarian orientation focused on the middle market. Volpert retired from Goldman Sachs in 2003, where he 

was head of the Merchant Banking Division in Europe; co-chief operating officer of the Principal Investment Area 

worldwide; and a director of Goldman Sachs International. Among his responsibilities at the firm, Volpert led Goldman’s 

European private equity business; initiated and led Goldman’s investment efforts in distressed companies and real 

estate; conceived and established Goldman’s mezzanine fund business; and started the firm’s private equity business 

in Japan. He is a director of Key Safety Systems, Lancashire, Oxbow and ValueOptions. Volpert received an A.B. from 

Amherst College, an M.B.A. from Harvard Business School and a J.D. from Harvard Law School, where he is a member of 

the Dean’s Advisory Board. 

Andrew von Eschenbach is Senior Director for Strategic Initiatives at the Center for Health Transformation. He is 

also a former commissioner of the Food and Drug Administration and former director of the National Cancer Institute. 

During his tenure at the FDA, von Eschenbach set out to modernize the agency, helping to design a variety of new 

programs to strengthen the FDA in its mission to protect and promote public health. Before entering government 

service, he had a three-decade-long career as a renowned physician, surgeon, oncologist and medical executive, 

including executive vice president at the University of Texas M.D. Anderson Cancer Center. In 2006, von Eschenbach 

was named one of Time magazine’s “100 Most Influential People,” and in 2007 and 2008, he was selected as one of the 

“50 Most Powerful Physician Executives in Healthcare” by Modern Healthcare/Modern Physician. 

Vivek Wadhwa is Director of Research at Duke University’s Center for Entrepreneurship and Research 

Commercialization. He is also a senior research associate with the Labor and Worklife Program at Harvard Law School 

and an executive-in-residence/adjunct professor at Duke’s Pratt School of Engineering. Since 2005 he has researched 

globalization, its impact on the engineering profession and the U.S. competitive advantage. Wadhwa started his career 

as a software developer; as vice president of information services at New York-based First Boston, he was so successful 

at spearheading new technology that CSFB spun off his business unit into its own company, and Wadhwa helped grow 

the startup, Seer Technologies, into a $118 million publicly traded company. Later, with the explosion of the Internet, 

Wadhwa started Relativity Technologies, which was named one of the 25 “coolest” companies in the world by Fortune 

magazine. Wadhwa holds a B.A. in computing studies from Canberra University and an M.B.A. from New York University. 

Edward Waitzer is a Partner at the law firm of Stikeman Elliott LLP, where he served as chairman from 1999 to 

2006. His practice has focused on complex business transactions and a range of public policy and governance matters. 

Waitzer has served (1993-1996) as chair of the Ontario Securities Commission (and of the Technical Committee of the 

International Organization of Securities Commissions) and (until 1981) as vice president of the Toronto Stock Exchange. 

He serves or has served as director of a number of corporations, foundations, community organizations, editorial 

boards and advisory groups. The former Falconbridge professor of law at Osgoode Hall Law School, he is currently the 

Jarislowsky Dimma Mooney chair in corporate governance and director of the Hennick Centre for Business and Law at 

Osgoode Hall and the Schulich School of Business at York University. Waitzer earned his LL.B. and LL.M. from the Faculty 

of Law at the University of Toronto. 

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panelists 

Jane Wales is President and CEO of the World Affairs Council of Northern California and the Global Philanthropy 

Forum, as well as Vice President of the Aspen Institute. She hosts the syndicated National Public Radio show “It’s Your 

World.” From 2007 to 2008, she served as acting CEO of The Elders, chaired by Archbishop Desmond Tutu. In 2008, 

Wales also chaired the Poverty Alleviation Track for the Clinton Global Initiative. Previously, she served in the Clinton 

administration as special assistant to the president, senior director of the National Security Council and associate 

director of the White House Office of Science and Technology Policy. She chaired the international security programs 

at the Carnegie Corp. of New York and the W. Alton Jones Foundation, and directed the Project on World Security at 

the Rockefeller Brothers Fund. She was national executive director of Physicians for Social Responsibility when its 

international arm received the 1985 Nobel Peace Prize. 

Anne Walsh is Assistant Chief Investment Officer and Senior Managing Director of the Portfolio Construction Group, 

the Diversified Fixed Income Group and the Corporate Credit Group at Guggenheim. Before joining Guggenheim, 

Walsh was senior vice president and chief investment officer at Reinsurance Group of America Inc., a recognized leader 

in the global life reinsurance industry with approximately $2 trillion of life reinsurance in force and assets of more than 

$19 billion. Prior to joining RGA in 2000, Walsh was vice president and senior investment consultant for Zurich Scudder 

Investments. Earlier, she held roles at Lincoln Investment Management and American Bankers Insurance Group. Walsh 

received a bachelor’s degree and an M.B.A. from Auburn University and a J.D. from the University of Miami School of 

Law. She is a chartered financial analyst, a fellow of the Life Management Institute and a member of the CFA Institute. 

Joseph Wambia is CEO and Chief Investment Officer of WambiaCapital Group, specializing in emerging markets 

development, investment and risk. He has 30 years’ investment experience in Africa, Asia Pacific and United States. The 

WambiaCapital Group includes WambiaCapital Merchant Banking LLC, which syndicates capital from banks, debt funds and 

private equity funds for investing in Africa; and provides Africa-focused corporate finance, representation and risk advisory services 

for U.S. companies, government agencies, business associations and investment funds. The group also includes WambiaCapital 

Management LLC, the advisor to GlobalAfrica Funds, a family of Africa-focused mutual funds and separately managed accounts 

serving ultra-high-net-worth and accredited investors. Wambia retired from the World Bank after a 26-year career. He has appeared 

in numerous media outlets and has addressed conferences in the United States, Africa, the Asia Pacific and Europe. He holds a 

B.Com. and an M.S. in economics from the University of Nairobi, and an M.B.A. from Georgetown University. 

Michael Ward is the Chairman, President and CEO of CSX Corporation, a premier U.S. freight rail transportation and 

logistics company. The CSX transportation network spans approximately 21,000 miles with service to 23 eastern states 

and the District of Columbia, and connects to more than 70 ocean, river and lake ports. Ward is a 32-year veteran of 

the company and has served in his current role since 2003. His career with CSX has included key executive positions in 

nearly all aspects of the company’s business, including sales and marketing, operations and finance. Ward is active in a 

wide variety of industry, civic and community organizations, including City Year, United Way and the Wounded Warrior 

Project, and serves on the boards of directors of Ashland Inc. and the Association of American Railroads. He received a 

B.S. from the University of Maryland and an M.B.A. from Harvard Business School. 

David Warren is Chief Investment Officer for the Brevan Howard Credit Catalysts Master Fund and Founder and 

CEO of DW Investment Management LP. He joined Brevan Howard U.S. Asset Management (BHUSAM) in 2008, serving 

as the head of credit trading until the formation of DW Investment Management. Warren was also CEO of BHUSAM. He 

has 23 years of experience in the credit markets, including 16 years building and running mortgage-backed securities 

trading teams at First Boston, Morgan Stanley and Brevan Howard, and eight years building and running corporate 

credit trading teams at Morgan Stanley and Brevan Howard. Warren, who was involved in the first commercial MBS 

transactions, also built a proprietary trading team at Morgan Stanley. He had extensive experience with the Resolution 

Trust Corp., serving as financial advisor to the RTC, buying whole loans from the RTC and securitizing mortgages for the 

RTC. Warren received a bachelor’s degree from Yale University. 

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panelists 

J. Ben Watkins has been the Director of the State of Florida Division of Bond Finance, reporting to the governor 

and cabinet, since 1995. The Division of Bond Finance is responsible for issuing bonds for the state and advising on debt 

management. It administers bonding programs for various state agencies, including the departments of Education, 

Transportation, Environmental Protection, Corrections and Management Services, as well as borrowings for the state 

university system, the Florida Turnpike system, and the Florida Hurricane Catastrophe Fund. Watkins also advises on 

legislative and financial issues involving new financing programs and debt management issues. He serves on the Debt 

Committee of the Government Finance Officers Association and the Municipal Code Corporation Board, among others. 

Watkins holds a B.S. from Auburn University and a J.D. from the University of Florida College of Law. 

Stephen Watkins is Chairman and CEO of Entrex Inc., which serves both investors and issuers. As an entrepreneur, 

Watkins founded numerous ventures, leading them from conception through exit. In the course of raising capital, he 

identified inefficient paths that companies were forced to follow to gain exposure to, and credibility by, the capital 

markets and investors. This experience became the inspiration behind Entrex Inc., named for Entrepreneurial Exchange. 

The company has attracted investor interest in its flagship product line, the TIGRcub security structure, representing 

nearly $5.6 billion in capital. Entrex itself represents an evolution in corporate finance that will alter the landscape of 

capital for small and mid-size private and public companies. Watkins is also the author of Capital Can’t Fund What It Can’t 

Find, which focuses on capital markets, capital formation and capital access for private companies. He serves on several 

committees and panels for Fortune, CNNMoney.com and other global business publications. 

Olivier Weber is President of PepsiCo’s South America Foods division, which includes Argentina, Brazil, Venezuela 

and other key markets. He has held this position since 2007. Weber was previously general manager of SOLA (Brazil & 

Southern Cone) Foods and Beverages, and general manager of PepsiCo Brazil and Venezuela, and of Frito-Lay, a PepsiCo 

brand, in the Dominican Republic. He joined PepsiCo in 1994 as a director of marketing for the Gamesa division in 

Mexico. Weber is the recipient of a 2001 Donald M. Kendall Award, which recognizes and honors PepsiCo International’s 

top-performing teams. Before joining PepsiCo, he held several positions for Nestlé in Switzerland, as well as in Chile. A 

Swiss national, Weber is fluent in five languages and holds a B.S. from Fribourg University. 

Jerry Weintraub is an independent Film Producer. He began his career as an agent for MCA and later formed his 

own agency, Management III. With the founding of Concerts West, Weintraub became a leading concert promoter. He 

also produced the films “Nashville,” “Oh, God!” and “Diner,” among others. In 1984, Weintraub helped deliver the Los 

Angeles Olympic Games’ opening ceremonies and gala. He has been involved with more than100 television specials, 

including “Sinatra: The Main Event” and “An Evening With John Denver.” In 1991, then-President Bush appointed him 

to the board of the John F. Kennedy Center for the Performing Arts. After establishing Jerry Weintraub Productions, 

he generated a film remake of the modish British TV series “The Avengers,” the sci-fi-thriller “Soldier,” “Ocean’s Eleven” 

and “Dino.” ). Weintraub’s many philanthropic activities include the Los Angeles County Museum of Art, the Museum of 

Contemporary Art, the Music Center and the Children’s Museum. 

Daniel Weiss is Co-Founder and Managing Partner of Angeleno Group LLC, a Los Angeles-based private equity 

firm focused on high-growth investments in the energy sector. Weiss was previously an attorney at O’Melveny & Myers 

in Los Angeles, working in the firm’s mergers and acquisitions, international and high-technology practice groups. He 

also has a significant history of involvement in government, regulatory and public policy entities that deal with the 

energy sector, including work experience in the White House and with Congress. He currently or has recently served on 

boards or public commissions for a number of organizations, including the World Resources Institute, the Stanford Law 

School Board of Visitors, the City of Los Angeles Redistricting Commission and Jobs for a Future. Weiss holds a J.D. from 

Stanford Law School, an M.A. from Stanford University and a B.A. from the University of California, Berkeley. 

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panelists 

Ricardo Weiss is the Investment Director at FAPES, the Brazilian Development Bank (BNDES) Pension Fund. He 

worked at BNDES from 1972 to 1987 and 1999 to 2006 in areas such as credit risk, planning, finance and operations; 

at Banco Patrimônio in asset allocation; and at the Icatu Group, an asset management and insurance company, as 

portfolio manager. Weiss is a member of the Investment Committee at ABRAPP, the Brazilian Pension Fund Association, 

and of the Benchmarks Committee and Securities Committee at ANBIMA, the Brazilian Association of Financial and 

Capital Markets Entities. He has also been a board member of OI Telecom and GTD Electric Energy. Weiss has written 

extensively about pension funds, asset allocation, risk, benchmarks, style analysis and corporate governance. He holds 

a degree in economics from the Universidade Federal do Rio de Janeiro (UFRJ) and a master’s degree from COPPE/UFRJ. 

Thomas Werner is the CEO of SunPower Corp., which provides solar systems for business and technology leaders, 

governmental agencies, retailers and other entities, along with solar panels to international residential customers. 

SunPower maintains offices in the United States, Canada, Germany, Italy, Spain, Switzerland, Singapore, Korea 

and Australia. Werner has served as CEO and as a board member since 2003. He previously served as CEO of Silicon 

Light Machines Inc., an optical solutions subsidiary of Cypress Semiconductor Corporation. Prior to that, he was vice 

president and general manager of the Business Connectivity Group of 3Com Corp., a network solutions company. He 

also held a number of executive management positions at Oak Industries Inc. and General Electric Co. Werner holds a 

bachelor’s degree in industrial engineering from the University of Wisconsin, Madison, a bachelor’s degree in electrical 

engineering from Marquette University and an M.B.A. from The George Washington University. 

Meredith Whitney is CEO of the Meredith Whitney Advisory Group LLC. Recognized for her macro and 

strategy research, Whitney also focuses her team on a broad cross-section of financials, including banks, brokers and 

independent commercial and consumer finance companies. In 2009, Whitney was named one of the “World’s Most 

Influential People” by Time and was ranked the No. 1 Investment Analyst in her category by The Wall Street Journal. Also 

in 2009, Fortune named her one of the “50 Most Powerful Women” for the second consecutive year, and she made the 

Crain’s list of “40 Under 40.” Whitney started out as a research associate covering the oil and gas industry. She later joined 

the Specialty Finance Group and Wachovia, where she became the youngest analyst leading a financial institutions 

group on Wall Street. In 2006, Whitney was the first research analyst asked to present at the FDIC Annual Economic 

Round Table. 

Martin Whittaker is a Director of MissionPoint Capital Partners, a Connecticut-based private investment firm 

specializing in the low-carbon and clean energy industries. At MissionPoint, he leads the firm’s environmental markets 

strategy. Prior to joining MissionPoint, Whittaker was a senior vice president at Swiss Re Financial Services in New York 

City, where he was part of the Environmental and Commodity Markets team. He previously served as a managing 

director of Innovest Strategic Value Advisors Inc., where he led the firm’s clean energy and carbon finance practice. He 

was also an adjunct professor at the University of Toronto, where he taught environmental finance, and has served in 

the downstream environmental group at Elf Aquitaine and in consulting with Golder Associates. Whittaker received a 

B.Sc. from McGill University, an M.Sc. in chemistry from the University of St. Andrews, an M.B.A. from the University of 

London and a Ph.D. in environmental science from the University of Edinburgh. 

Carmencita Whonder is a Policy Director in the Washington, D.C., office of Brownstein Hyatt Farber Schreck, 

where she is a member of the Government Relations Department. She provides lobbying services and strategic public 

policy advice to clients, primarily in the financial services and housing sectors, in their dealings with Congress and 

executive branch agencies. Prior to joining Brownstein, Whonder served as staff director for the Senate Subcommittee 

on Housing, Transportation, and Community Development and as the principal advisor on the Senate Banking, Housing 

and Urban Affairs Committee to Sen. Charles Schumer. During the 109th Congress she was minority staff director for 

the Senate Subcommittee on Economic Policy. She previously worked as a leadership education counselor for Gates 

Millennium Scholars Program/UNCF, a $1 billion initiative of the Bill & Melinda Gates Foundation. Whonder holds a 

bachelor’s degree from Howard University. 

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panelists 

John Wilbanks is Vice President for Science at Creative Commons and the Executive Director of Science Commons. 

Creative Commons is a nonprofit dedicated to making it easier for people to share and build upon the work of others, 

consistent with the rules of copyright. It provides free licenses and other legal tools to mark creative work with the 

freedom the creator wants it to carry, so others can share, remix or use it commercially. Science Commons aims to 

apply this concept to scientific research, enabling better data sharing and accelerating the development of medical 

treatments. Wilbanks previously served as assistant director of the Berkman Center for Internet & Society and founded 

Incellico Inc., a bioinformatics company that built semantic graph networks for use in pharmaceutical R&D. He has also 

served as a fellow at the World Wide Web Consortium on Semantic Web for Life Sciences. Wilbanks received a bachelor’s 

degree from Tulane University. 

James Williams is Vice President, Chief Investment Officer and Treasurer of The J. Paul Getty Trust, a position he has 

held since 2002. He previously spent three years as president of Harbor Capital Advisors and president of the Harbor 

family of mutual funds. Before joining Harbor, he was a manager in the pension asset management department of Ford 

Motor Company. Williams holds a bachelor’s degree in engineering from the University of Michigan and an M.B.A. in 

finance from the University of Chicago. 

James Williamson is Policy Director of the Pennsylvania Treasury Department, which safeguards the financial 

assets of the commonwealth under Treasurer Robert McCord. Williamson previously worked as a consultant in the 

Philadelphia office of McKinsey & Co., a global management strategy consulting firm that serves leading international 

clients. At McKinsey, his primary focus was strategic value creation and performance management for financial services, 

industrial and public-sector clients. Williamson received an A.B. in politics from Princeton University, where he also 

received certificates in Chinese language and political economy. A member of Princeton’s board of trustees, Williamson 

was elected a Junior Fellow of the American Academy of Political and Social Scientists. 

Scott Willkomm is Senior Vice President of Business Development for Coventry, which created the U.S. secondary 

market for life insurance. By bridging insurance and capital markets, Coventry pioneered the life settlement industry 

and opened a new class of longevity-based assets for institutional investors worldwide. As a key figure in Coventry’s 

Capital Markets Group, Willkomm is responsible for building strategic relationships with leading financial institutions 

worldwide and expanding Coventry’s leadership position within the global longevity and mortality market. An 

accomplished insurance industry leader, Willkomm was president and CEO of Scottish Re, one of the world’s leading 

life reinsurance specialists. There he pioneered many ground-breaking insurance-linked securitizations. He also 

served as CEO of Mortality-Linked Products at J.G. Wentworth, where he led the firm’s expansion into the longevity 

and mortality market. 

Ernest Wilson III, Dean of the Annenberg School for Communication & Journalism at the University of Southern 

California, is Chairman of the Corporation for Public Broadcasting. He is also a professor of political science, a faculty 

fellow at the USC Center on Public Diplomacy and an adjunct fellow at the Pacific Council on International Policy. Wilson 

has served as a consultant to the World Bank and the United Nations, as well as working for the White House National 

Security Council. The author of Governing Global Electronic Networks and Negotiating the Net: The Politics of Internet 

Diffusion in Africa, Wilson is a member of the Carnegie-Knight Commission on the Future of Journalism Education and 

The National Academies Board on Research Data and Information. He earned a bachelor’s degree from Harvard College 

and a master’s degree and a Ph.D. from the University of California, Berkeley. 

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panelists 

Alicia Winckler is the Chief Human Capital Officer for Chicago Public Schools. She has more than 15 years 

of experience, including 11 years leading human capital management in large and complex organizations. Most 

recently, Winckler led talent and human capital for Sears Holdings, where she was responsible for the design and 

delivery of all human capital strategies for more than 200,000 employees and 3,300 stores. Prior to that, she led global 

organization effectiveness for Coca-Cola Enterprises, spanning North America and Europe. Winckler has held multiple 

roles as a senior human resource generalist and has led the development and implementation of best-practice talentmanagement 

systems, ensuring alignment with overall organizational goals. She received a master’s degree in industrial 

organizational psychology from the University of Colorado at Denver and a B.S. from the University of South Dakota. 

Matthew Winkler is Editor-in-Chief of Bloomberg News, which he co-founded with Michael Bloomberg in 1990. 

Bloomberg News employs 1,500 editors and reporters in 135 bureaus serving print and broadcast media. Winkler is 

co-author of Bloomberg by Bloomberg and the author of The Bloomberg Way: A Guide for Reporters and Editors. He has 

worked as a reporter for The Wall Street Journal, Barron’s, and news services of parent Dow Jones & Co. in New York and 

London. He is chairman of the board of the Knight-Bagehot Fellowship Program at Columbia University and a member 

of the board of the Committee to Protect Journalists. Winkler is the 2007 recipient of the Gerald Loeb Foundation 

Lifetime Achievement Award and the 2007 Emmy Lifetime Achievement Award for business and financial reporting. 

Winkler received a bachelor’s degree and an honorary doctorate of law from Kenyon College, where he is a trustee. 

Omar Wohabe is a Partner of Wohabe Law Offices LLP, based in New York. The firm serves private- and publicsector 

clients from the Arab Gulf in diverse domestic and international transactions and activities, and clients from 

other jurisdictions with respect to their business interests in the Gulf. Wohabe frequently represents clients in 

connection with private equity, venture capital, real estate and other commercial transactions, with some transactions 

made in conformity with Islamic law. Wohabe also advises clients on fund formation and capital market transactions, 

and serves as outside general counsel to clients, generally in connection with investment transactions and commercial 

assignments, but also with respect to litigation, regulatory and compliance matters in the United States and Arab Gulf 

jurisdictions. He is president of the Arab Bankers Association of North America. He received a bachelor’s degree from 

Williams College and a J.D. from Cornell Law School. 

Anne Wojcicki is Co-Founder of 23andMe, a privately held personal genetics company that helps individuals 

understand their own genetic information through DNA analysis technologies and Web-based interactive tools. By 

encouraging individuals to access and learn about their own genetic information, 23andMe aims to create a common, 

standardized resource that has the potential to accelerate drug discovery and bring personalized medicine to the 

public. Wojcicki has an extensive background in health-care investing, focused primarily on biotechnology companies. 

She received a bachelor’s degree in biology from Yale University. 

George Wolf is a Partner in the San Francisco office of Orrick, Herrington & Sutcliffe LLP, where he is chair of the 

Tax Group and the Corporate Tax Group. He handles federal and state tax planning, including financial transactions, 

synthetic securities, structured and securitized financings, tax-exempt bonds, foreign financing transactions, unrelated 

business income tax issues, investment companies, limited partnership financing and real estate financing transactions. 

Wolf is also a long-time member of the Public Finance Tax Group, specializing in public power and health care, and is 

a leading national authority on municipal derivative products. He is principal tax advisor to several major municipal 

electric utilities and nonprofit health-care organizations. He has extensive experience in working with leading banks in 

creating new financial products, as well as defending the taxation of financial transactions. Wolf received a bachelor’s 

degree from California State University, Fresno, and a J.D. from the University of California, Davis. 

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panelists 

Josh Wolfe is a Co-Founder and Managing Partner of Lux Capital Management, focusing on investments in the 

physical and life sciences. Before forming Lux Capital, he worked at Salomon Smith Barney, Merrill Lynch and Prudential 

Securities. Previously, Wolfe published cutting-edge AIDS immunopathology research in the medical journals Cell Vision 

and The Journal of Leukocyte Biology. He is a columnist for Forbes magazine, editor of the Forbes/Wolfe Emerging Tech 

Report and host of a show on the Forbes Video Network. He has been invited to the White House and Capitol Hill to 

speak on nanotechnology and emerging technologies, and is a frequent guest on CNBC and CNN. The son of a teacher, 

he is co-founder and chairman of the board of Coney Island Prep charter school and has been actively involved with the 

East Harlem School at Exodus House for over a decade. Wolfe received a bachelor’s degree from Cornell University. 

Holly Wong is Vice President of Public Policy for the International AIDS Vaccine Initiative (IAVI). Wong leads a team 

of policy analysts, oversees policy research and analysis for IAVI, and contributes to strategic planning and general 

operations. Prior to joining IAVI, she led international policy work at a major pharmaceutical company and at the 

Pharmaceutical Research and Manufacturers of America (PhRMA). Before that, she had focused on health-sector 

financing and reform programs in developing countries, and worked with a variety of development banks, international 

organizations, consulting firms and academics. Her areas of expertise are HIV and AIDS policy, health financing and 

economics. She has professional experience in more than 30 countries, and has working knowledge of Spanish, French 

and Chinese. Wong received her master’s degree in public policy from Harvard’s John F. Kennedy School of Government 

and her bachelor’s degree in political science from Stanford University. 

Perry Wong is Director of the Regional Economics group at the Milken Institute. He is an expert on regional 

economics, development and econometric forecasting. Wong designs, manages and performs research on labor and 

work-force issues, the relationship between technology and economic development, and trade and industry, with a 

focus on policy development and implementation in both leading and disadvantaged regions. His work extends to the 

international arena, where he is involved in regional economic development in southern China, Taiwan and elsewhere 

in Asia. Before joining the Institute, Wong was a senior economist and director of regional forecasting at Global Insight 

Inc. He received a master’s degree in economics from Temple University. 

Brian Wood is a Managing Director in Imperial Capital’s Investment Banking Group. Based in Los Angeles, Wood 

provides corporate finance advisory services regarding buy-side and sell-side mergers and acquisitions, private and 

public capital raising, debt financings and valuations. Wood’s primary specialization is in the health industry, where 

he has advised clients such as Health Resources, The Natural Dentist, ReNew Life Formulas, 4Life Research, Champion 

Nutrition, and NutriSystem. Before joining Imperial Capital, Wood was a managing director at The Mercanti Group, a 

mergers and acquisitions and capital markets advisory firm in Los Angeles. Prior to that, Wood worked for The Seidler 

Cos., an NYSE-member investment firm that provided a broad range of corporate finance advisory services to the 

middle market. Wood received a bachelor’s degree in business administration from the University of Notre Dame and 

an M.B.A. from Georgetown University. 

Raymond Wood is a Managing Director and Co-Head of both the U.S. Power Group and The Global Alternative 

Energy Group in the Investment Banking division at Credit Suisse. Over his 20-year career, Wood has assisted clients 

on noteworthy strategic transactions and financings, a number of which have been named “Deal of the Year.” He has 

transaction expertise across the spectrum of mergers and acquisitions, initial public offerings, leveraged finance, 

structured finance, commodities and privatizations. Recent renewable energy transactions include the acquisition of a 

minority stake in Terra-Gen Power by Global Infrastructure Partners; the acquisition of SunEdison by MEMC Electronic 

Materials; equity investments by Credit Suisse in multiple U.S. wind farms; a private equity raise for Invenergy Wind LLC; 

and the sale of Energy Capital Partners’ First Light Power Resources. Wood received an M.B.A. from the Massachusetts 

Institute of Technology’s Sloan School of Management and a B.A. from Dartmouth College. 

159

panelists 

John Woolard is President and CEO of BrightSource Energy, a developer of large-scale solar power plants. Prior to 

joining BrightSource, Woolard co-founded Silicon Energy, one of the first successful clean-tech companies, and was 

president, CEO and chairman from 1997 to 2003. He joined the executive team at Itron Inc., following its acquisition 

of Silicon Energy, and was vice president of software solutions and, later, vice president of strategy and business 

development. Woolard previously held positions with VantagePoint Venture Partners’ CleanTech Group, Lawrence 

Berkeley National Labs and Pacific Gas & Electric Company. He is a Crown Fellow at the Aspen Institute and has served 

on the board of the California Clean Energy Fund and the Strategic Advisory Board for Xcel Energy. He received a B.A. 

and a master’s degree in environmental planning from the University of Virginia. He also holds an M.B.A. from the Haas 

School of Business at the University of California, Berkeley. 

R. James Woolsey is a Venture Partner with VantagePoint Venture Partners and Of Counsel at Goodwin Procter 

LLP, specializing in alternative energy and security issues. Woolsey has served in two Republican and two Democratic 

administrations, most recently as Director of the Central Intelligence Agency. He was also vice president and an officer 

of Booz Allen Hamilton and a partner at Shea & Gardner (now Goodwin Procter). Woolsey is a frequent contributor to 

major publications and speaks occasionally on foreign affairs, defense, energy and intelligence. He serves on numerous 

boards and is now chairman of ExecutiveAction LLC; co-chairman of the Committee on the Present Danger; and 

chairman of the advisory boards of the Clean Fuels Foundation and the New Uses Council. Woolsey received a B.A. from 

Stanford University; an M.A. from Oxford University, where he was a Rhodes Scholar; and an LL.B from Yale Law School, 

where he was managing editor of the Yale Law Journal. 

Steve Wynn is Chairman and CEO of Wynn Resorts. He was chairman, president and CEO of Mirage Resorts Inc. 

for 27 years, until its purchase by MGM in 2000. Wynn is widely credited with transforming Las Vegas into a worldrenowned 

resort destination, having developed such properties as the Bellagio, the Mirage, Treasure Island and the 

Golden Nugget. He chairs the advisory board of the John A. Moran Eye Center at the University of Utah; sits on the 

board of trustees of the Kennedy Center for the Performing Arts in Washington, D.C.; and serves on the board of the 

George Bush Presidential Library and Museum. Wynn received a bachelor’s degree from the University of Pennsylvania 

and is the recipient of honorary doctorate degrees from the University of Nevada, Las Vegas, and Sierra Nevada College. 

Glenn Yago is Executive Director of Financial Research at the Milken Institute and an authority on financial 

innovations, capital markets, emerging markets and environmental finance. He is a recipient of the 2002 Gleitsman 

Foundation Award of Achievement for social change. Yago was a professor at the State University of New York at 

Stony Brook and at the City University of New York Graduate Center. Additionally, he directs the Koret–Milken Institute 

Fellows Program and is a visiting professor at the Hebrew University of Jerusalem’s Graduate School of Business. He is 

the author of five books, including Financing the Future: Market-Based Solutions for Growth; Restructuring Regulation and 

Financial Institutions; Beyond Junk Bonds and Global Edge. He is also co-editor of the Wharton School-Milken Institute 

Series on Financial Innovation. Yago received a Ph.D. from the University of Wisconsin-Madison. 

Sanjay Yodh is Managing Director of Alternative Strategies at Security Global Investors (SGI). He is a senior member of 

Rydex SGI’s Investment Committee and provides strategic leadership in product development, marketing and distribution 

of the firm’s alternative product line. Rydex Investments and Security Global Investors are subsidiaries of Security Benefit 

Corp. Yodh’s responsibilities encompass the full breadth of the firm’s alternative products, including shaping Rydex SGI’s 

alternative investment product suite, conceptualizing and launching new alternative investment products; and providing 

market insight and investment strategy. Prior to this role, Yodh was a managing director at Deutsche Bank, where he held 

senior positions across the mutual fund, sub-advisory and institutional platforms, and served as the head of business 

development for Deutsche Bank’s Global Insurance Asset Management Division. He also worked at J.P. Morgan in London 

and New York. Yodh holds a B.S. in industrial engineering from the New Jersey Institute of Technology. 

160

panelists 

Caprice Young is CEO of KC Distance Learning and Vice President of Business Development and Alliances for 

Knowledge Universe Education (KUE) U.S. Prior to joining KUE, she was president and CEO of the California Charter 

Schools Association. Under her leadership, the number of charter California schools grew by more than 300 and 

student enrollment grew by more than 100,000. Young has served as a member and president of the Los Angeles 

Unified School District Board of Education. She also serves on numerous boards, including the Governor’s Advisory 

Committee on Education Excellence, the Chime Institute and the National Alliance for Public Charter Schools. Young 

is a recipient of the Coro Foundation Crystal Eagle Award for Achievement in Public Service. She received a bachelor’s 

degree from Yale University, a master’s degree from the University of Southern California and a doctorate of education 

from the University of California, Los Angeles. 

Saadia Zahidi is a Director and Head of Constituents at the World Economic Forum. She is also co-author of the 

Forum’s “The Global Gender Gap Report” series. Her responsibilities include the engagement of women leaders, gender 

parity groups, religious leaders, NGOs and labor leaders. Through the Women Leaders & Gender Parity Programme, 

she aims to create awareness and catalyze change by benchmarking the global gender gap, promoting dialogue and 

engaging leaders — male and female — to address the challenges and opportunities in narrowing gender gaps. Zahidi 

was previously an economist with the Forum’s Global Competitiveness Programme. She holds a bachelor’s degree from 

Smith College and a master’s degree in international economics from the Graduate Institute of International Studies in 

Geneva, Switzerland. 

Mike “Zappy” Zapolin is the Author of “Internet Warrior” and the visionary behind such Internet brands as Music. 

com, Beer.com, Computer.com, Creditcards.com, Debt.com, Diamond.com, PrescriptionDrugs.com, Silver.com and 

HomeMortgage.com. He has been featured on NBC’s “Today Show,” ABC, CBS, CNBC and CNN, and in major newspapers 

and magazines. Zapolin created the Harvard Business School’s elective “eBusiness” course and was recently a featured 

speaker at The Economist’s Global Branding conference” in Shanghai. Zapolin began his career at Drexel Burnham 

Lambert, later becoming one of the youngest vice presidents in the 100-year history of investment bank Bear Stearns. 

After leaving to start his own direct marketing company, Z.T.V., he created infomercial campaigns for clients including 

Time Warner, Diana Ross and VH1 Networks. Along with Deepak Chopra, he co-authored “Ask the Kabala,” a beginners’ 

guide to spirituality and kabala. 

Betsy Zeidman is a Research Fellow and Director of the Center for Emerging Domestic Markets at the Milken 

Institute. Her research focuses on expanding capital access to emerging domestic markets, including women- and 

ethnic-owned businesses, inner cities and low-income areas. She also manages the Institute’s work in missionrelated 

investing, developmental finance and strategic philanthropy. Prior to joining the Institute, Zeidman provided 

management and marketing advisory services to clients in the public, private and nonprofit sectors, with a specialty 

in corporate responsibility and financial performance. Zeidman is a member of the board of directors of the Social 

Investment Forum and CARAT (California Resources and Training), and sits on the advisory board of Wall Street Without 

Walls. She received both her B.A. and M.B.A. from Yale University. 

James Zelter is CEO and Director of Apollo Investment Corp. He joined Apollo in 2006 and is the managing 

partner of Apollo Capital Management (ACM). The funds in the ACM platform include Apollo Strategic Value Fund, AP 

Investment Europe, Apollo Asia Opportunity Fund and Apollo European Principal Finance Fund. ACM also includes 

Apollo Investment Management LP, the investment manager to Apollo Investment Corp., a publicly traded company. 

Prior to joining Apollo, Zelter was with Citigroup and its predecessor companies, from 1994 to 2006. From 2003 to 2005, 

Zelter was chief investment officer of Citigroup Alternative Investments, and prior to that, he was responsible for the 

firm’s Global High Yield franchise. 

161

panelists 

David Zervos is Managing Director and Head of Global Fixed Income Strategy at Jefferies & Company Inc. in New 

York. During 2009, Zervos was a visiting advisor in the Division of Monetary Affairs at the Board of Governors of the Federal 

Reserve System in Washington, D.C. There he was involved in the development and monitoring of many of the new lending 

and purchase facilities put in place in response to the crisis of 2008. Prior to visiting the Federal Reserve, Zervos held a 

variety of research, sales and trading positions in the private sector, most recently managing assets for Brevan Howard and 

UBS O’Connor. As a hedge fund manager, he traded using a global macro-based strategy. Zervos previously spent 10 years 

in the research and sales departments at Greenwich Capital Markets and Swiss Bank Corporation. He received a B.Sc. from 

Washington University, and an M.A. and Ph.D. in economics from the University of Rochester. 

Victor Zhang is a Managing Director with Wilshire Associates Incorporated. He joined the firm in 2006, and has 14 

years of industry experience in asset allocation, manager research, portfolio management and wealth management. 

As head of investments for Wilshire Funds Management, Zhang leads the overall investment activities of the group, 

including manager search and portfolio management. Zhang also co-chairs the Wilshire Funds Management Investment 

Committee. Prior to joining Wilshire Associates, he served as director of investments and other senior investment positions 

with the leading multi-family office firm Harris myCFO Investment Advisory Services, a subsidiary of the Bank of Montréal. 

Zhang advised on all investment issues, including asset allocation, manager research, portfolio construction and risk 

management for large family offices in the country. He has also worked as a senior investment consultant with Ernst & 

Young LLP. He earned a bachelor’s degree in business economics from the University of California, Los Angeles. 

Yuan Zhou is a Managing Director and Head of the Asset Allocation & Strategic Research Department of the China 

Investment Corp. Prior to joining CIC, Zhou was Executive Vice Chairman of Hong Kong Mercantile Exchange. Zhou 

started his career in finance and investing at State Street Bank in Boston, where he served as vice president and director 

of research until 1994. After that, he was the senior banker in China for UBS between 1994 and 1998. In 1998, Zhou took a 

senior position at Hong Kong Exchanges and Clearing Ltd. He graduated from Peking University and obtained a master’s 

degree from Brandeis University. 

162

Monday, April 26 

9:30 - 10:00 AM 

Steve Forbes 

How Capitalism 

Will Save Us: 

Why Free People 

and Free Markets Are the 

Best Answer in Today’s 

Economy 

Tuesday, April 27 

At the Global Conference Bookstore in the Pavilion 

11:00 - 11:30 AM 

Matthew Bishop 

The Road From Ruin: 

How to Revive 

Capitalism and Put 

America Back on Top 

11:00 - 11:30 PM 

Ceci Connolly 

Landmark: 

The Inside Story of America’s New 

Health Care Law and What It 

Means for Us All 

Wednesday, April 28 

author book signings 

12:30 - 1:00 PM 

Kenneth Feinberg 

What Is Life Worth? 

The Unprecedented 

Effort to Compensate the 

Victims of 9/11 

4:30 - 5:00 PM 

Lynda Resnick 

Rubies in the Orchard: 

The POM Queen’s Secrets 

to Marketing Just About 

Anything 

9:30 - 10:00 PM 

Maria Bartiromo 

The 10 Laws 

of Enduring Success 

3:00 - 3:30 PM 

Nouriel Roubini 

Crisis Economics: 

A Crash Course in the 

Future of Finance 

163 

4:00 - 4:30 PM 

Steve Drobny 

The Invisible Hands: 

Hedge Funds Off 

the Record - Rethinking 

Real Money 

11:00 - 11:30 PM 

Clare Lockhart 

Fixing Failed States: 

A Framework for Rebuilding 

a Fractured World 

5:30 - 6:00 PM 

Frank Luntz 

What Americans Really 

Want...Really: The Truth 

About Our Hopes, 

Dreams, and Fears 

and 

Words That Work: It’s Not 

What You Say, It’s What 

People Hear 

4:00 - 4:30 PM 

John Cassidy 

How Markets Fail: 

The Logic of Economic 

Calamities 

5:30 - 6:00 PM 

Jerry Weintraub 

When I Stop Talking, You’ll 

Know I’m Dead: Useful Stories 

from a Persuasive Man

g l o b a l c o n f e r e n c e s p o n s o r s 

We gratefully acknowledge the participation of the following organizations 

whose generous support helped make this conference possible. 

Please visit our sponsors’ exhibits in the Executive Center.

under writer 

165

platinum sponsors 

166

gold sponsors 

167

gold sponsors 

168

WebMD Logo PRINT CMYK VERSION 

silver sponsors 

169 

Black c 0 

m 0 

y 0 

k 100

onze sponsors 

170

onze sponsors 

171

onze sponsors 

172

onze sponsors 

173

onze sponsors 

174

onze sponsors 

175

sponsors 

176

R 

sponsors 

177

sponsors 

178

sponsors 

179

sponsors 

180

New Medicines. New Hope. 

sponsors 

181

sponsors 

182

media sponsors 

www.globes-online.com 

183

23 & Me 

Bill and Donna Acquavella 

American Well 

Angeleno Group 

Apex Foundation 

Apollo Group Inc. 

Apollo Management LP 

Ares Management LLC 

AstraZeneca 

Automobile Club 

of Southern California 

Bank of America 

Robert Barth 

The Honorable Frank E. 

and Kathrine F. Baxter 

Beach Point Capital 

Management 

BioAdvance 

Biogen Idec Inc. 

Biotechnology Industry 

Organization 

Debra and Leon Black 

Bloomberg 

Blue Harbour Group 

George Blumenthal 

BMO Capital Markets 

BNY Mellon Asset Servicing 

Bombardier 

Boxwood Strategic Advisors LLC 

Brevan Howard Asset 

Management LLP 

Bristol-Myers Squibb Company 

Brownstein Hyatt, Farber & Schreck 

Busy Bees 

Shawn and Brook Byers 

Calamos Investments 

California Manufacturers 

& Technology Association 

Cantor Fitzgerald 

Canyon Partners LLC 

Judy and Russell Carson 

Celgene 

Jennifer and Robert Chartoff 

Chatham Capital 

Chicago Climate Exchange Inc. 

Childrens’ Creative 

Learning Centers Inc. 

Citadel Securities 

City National Bank 

City of Ontario, California 

Climate Exchange PLC 

Stephen J. Cloobeck 

CLSA 

Contra Costa Council 

Coventry Capital 

Matt Crakes 

suppor ters 

We thank the following individuals and organizations 

for their significant donations this year. 

Sustaining Supporters 

184 

Crédit Agricole 

Credit Suisse 

Crestview Partners 

Deutsche Bank 

Diamond Resorts 

International 

Embanet 

Israel Englander 

Entrex Inc. 

European Climate Exchange 

R.S. Evans 

Susan Logan Evensen 

Joan and Larry Flax 

Ford Foundation 

Albert Fuss 

Genentech Inc. 

The Rosalinde and Arthur Gilbert 

Foundation 

GlaxoSmithKline 

GlobalScholar 

GNC 

GoldenTree 

Asset Management LP 

Goldhirsh Foundation 

Richard and Rhoda 

Goldman Fund 

Goodwin Procter LLP 

Google.org 

®

Government of Canada 

Government of Western Australia 

Ronnen Harary 

Lady Sharon Harel-Cohen 

Nan and Reed Harman 

Leona M. and Harry B. Helmsley 

Charitable Trust 

Susan and John Hess 

Dana and Yossie Hollander 

Houghton Mifflin Harcourt 

Publishing Company 

Houlihan Lokey 

Humana Inc. 

Carl and Gail Icahn 

Imperial Capital LLC 

International Business Leaders Forum 

Internet Real Estate Group 

iShares 

Jefferies & Company Inc. 

Jewish Community Foundation 

of Los Angeles 

Robert Wood Johnson 

Foundation 

Johnson & Johnson 

K12 Inc. 

Kahn Foundation 

Ewing Marion Kauffman 

Foundation 

KC Distance Learning 

Patricia Kennedy 

KinderCare 

Knight Capital Group Inc. 

Knowledge Universe 

Koret Foundation 

Warren B. Lammert 

Bennett LeBow 

Samuel J. & Ethel LeFrak 

Charitable Foundation Inc. 

Lindemann Foundation 

Janine and Peter Lowy 

Nancy and Howard Marks 

Merck & Co. Inc. 

Richard N. Merkin, M.D. 

Dorothy Phillips Michaud 

Charitable Trust 

MidOcean Partners 

Lori and Michael Milken 

Lowell Milken 

Millennium Partners 

Mizel Family Foundations 

National Association of 

Manufacturers 

Newedge Group 

News Corporation Ltd. 

OneWest Bank 

The Pew Charitable Trusts 

Pfizer Inc. 

PG&E Corp. 

PhRMA 

Sandra & Lawrence Post 

Family Foundation 

Post Advisory Group 

Principal Global Investors LLC 

Rabobank 

Shamrock Holdings Inc. 

Stewart Rahr 

suppor ters 

Sumner M. Redstone 

Charitable Foundation 

185 

Regberg & Associates Inc. 

Lynda and Stewart Resnick 

Steven Rosen 

Esther and Rick Rosenfeild 

Daryl and Steven Roth 

Sanofi-Aventis 

Science Foundation Arizona 

Shenkman Capital Management 

Andree and Howard Shore 

Sierra Core Retirement Fund 

Skybridge Capital 

Thomas Spiegel Family 

Foundation 

Standard Bank 

Liz and Oliver Stanton 

Starwood Capital Group 

Structured Portfolio 

Management 

Taylor Asset Management 

Tel Aviv Stock Exchange 

Thomas H. Lee Company 

Adele and Charles Thurnher 

Merrill and James Tisch 

TPG Capital LP 

Troika Dialog 

U.S. Department of Agriculture 

Vantage Point Venture Partners 

Skip Victor 

Vistage International 

WebMD 

WesTrac 

Selim K. Zilkha 

We sincerely thank our anonymous donors who elect not to be recognized above, as well as 

the many other individuals whose engagement and financial support enable us to do our work.

Michael L. Klowden 

President and CEO 

Ross C. DeVol 

Executive Director 

Economic Research 

Penny Angkinand 

Senior Research Analyst 

Armen Bedroussian 

Research Economist 

Anusuya Chatterjee 


Mark Conolly 

Research Analyst 

Candice Flor Hynek 


Melissa Bauman 

Editor 

Alma Gadot-Perez 

Program Manger, Israel Center 

Kamyab Hashemi-Nejad 

Director of Finance 

Caitlin MacLean 

Manager, Financial Innovations Labs 

Jennifer Manfrè 

Associate Director of Communications 

Jared Carney 

Executive Director, Program 

Development and Marketing 

our staff 

Study Directors 

Peter Passell 

Editor 

The Milken 

Institute Review 

Research Staff 

Kevin Klowden 

Director, California Center 

In Kyu Kim 


Cindy Li 

Research Economist 

Carol Lu 


Rick Palacios, Jr. 


Patricia Reiter 


Service Directors and Managers 

Joe Meehan 

Associate Director, 

Database Marketing and Information 

Lisa Montessi 

Library Manager 

Katie O’Reilly 

Manager 

Milken Institute Associates 

Bryan Quinan 

Senior Event Manager 

186 

Michael Milken 

Chairman 

Skip Rimer 

Executive Director, Programs 

and Communications 

Glenn Yago 

Executive Director 

Financial Research 

Jill Scherer 


Eva Taborek 

Research Intern 

Perry Wong 

Director, Regional Economics 

Benjamin Yeo 


Betsy Zeidman 

Director, Center for Emerging 

Domestic Markets 

Lisa Renaud 

Senior Editor 

David Rice 

Senior Program Development Associate 

Jeffrey Schatz 

Director of Administration 

Mindy Silverstein 

Director, Milken Institute Associates 

and Strategic Partnerships 

Allen Zhang 

Accounting Manager

Martha Amram 

CEO, Ennovationz Inc. 

James Barth 

Lowder Eminent Scholar in Finance 

Auburn University 

Michael Bernick 

Special Counsel to Sedgwick, Detert, 

Moran & Arnold 

William H. Frey 

Research Professor 

Population Studies Center 

University of Michigan 

Stephen Goldsmith 

Daniel Paul Professor of Government 

Kennedy School of Government 

Harvard University 

Alain Dudoit 

Ambassador of Canada (Ret.) 

Executive Director, 

Qg100 Network 

Jie Gan 

Assistant Professor 

Department of Finance 

Hong Kong University of 

Science and Technology 

our staff 

Senior Fellows 

Martin Greenberger 

Professor and IBM Chair in 

Information Systems 

UCLA Anderson School of Management 

Michael Intriligator 

Professor Emeritus 

Economics, Political Science 

and Public Policy 

University of California, 

Los Angeles 

Zachary Karabell 

President 

River Twice Research 

Joel Kurtzman 

Executive Director, SAVE 

Kevin Murphy 

George J. Stigler Distinguished Service 

Professor of Economics 

University of Chicago Booth 

School of Business 

Tomas J. Philipson 

Daniel Levin Professor of Public 

Policy Studies 

Harris School of Public Policy Studies 

University of Chicago 

Visiting Fellows 

Yair Orgler 

Former Chairman of the Board 

Tel-Aviv Stock Exchange 

Yitzhak Peterburg 

Former CEO 

Clalit Health Services 

and Cellcom Israel Ltd. 

187 

Richard Sandor 

Chairman and CEO 

Chicago Climate Exchange 

Howard Soule 

Executive Vice President 

and Chief Science Officer 

Prostate Cancer Foundation 

Komal Sri-Kumar 

Chief Global Strategist 

Trust Company of the West 

Robert Topel 

Isidore Brown and 

Gladys J. Brown Professor in 

Urban and Labor Economics 

University of Chicago 

Triphon Phumiwasana 

Director of External Fund 

Management, Thai Government 

Pension Fund 

Frank Song 

Founding Director, Centre 

for China Financial Research 

University of Hong Kong

Global Conference. It’s not just once a year. 

Become a member 

of the Milken Institute 

Associates. 

Each spring, influential thinkers 

and doers from around the world 

gather for the Global Conference. 

But the high-caliber innovation 

and research showcased at this 

event continue all year round at 

the Milken Institute. 

By joining the Milken Institute 

Associates, you’ll gain access to a 

valuable network of leaders and 

enjoy exclusive benefits, including 

guaranteed conference registration 

and invitations to private briefings 

and events throughout the year. 

To find out more, contact us at 

associates@milkeninstitute.org. 

www.milkeninstitute.org

1250 Fourth Street, Santa Monica, CA 90401 

Phone: 310-570-4600 | Fax: 310-570-4601 | E-mail: info@milkeninstitute.org 

www.milkeninstitute.org

Shaping the Future - Milken Institute

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