Past Events

PRIVATE EQUITY BOARDROOMS Survival of the Fittest November 6, 2018 The Beverly Hills Hotel, Beverly Hills, CA

A Moderated Panel Discussion. 

  • The nuances of Private Equity boardrooms and how to navigate their unique environment
  • How to manage the transition from CEO/Founder owned to Private Equity owned
  • Joining a Private Equity portfolio company from the outside versus from within
  • How PE firms should be building and managing boardrooms to maximize returns

The keynote Speaker Neel Bhatia is a talent-focused executive with over 20 years in consulting and operating roles. He is a professional speaker, organizational consultant, and thought leader on the topics of executive hiring and talent development. Over the past two years, Neel has delivered over 100 human-capital related keynotes and pieces of training across 4 continents, comprising over 1,500 attendees. Audiences include senior company executives, investors, and industry talent professionals.

Most recently, Neel was the Managing Partner of Green Park, a premier Private Equity-focused talent advisory firm. Over his 9-year tenure, he served as a key advisor for over half of the top  25 Private Equity funds in the U.S., including KKR, Hellman & Friedman, TA Associates, TPG, and Madison Dearborn Partners. Prior to Green Peak, Neel worked with the Boston Consulting Group, spent several years leading startups and held positions at Intel, IBM, and Deloitte Consulting.

Neel holds an MBA from the Wharton School and a B.S. in Electrical Engineering from the University of California, Los Angeles. 

 

 

HOW TO GET A PAID BOARD SEAT

Moderated Panel Discussion

September 11, 2018 Island Hotel, Newport Beach.

 

SPEAKERS

SHARON GARRETT has served in executive positions for both large, established firms and for startup and privately-held companies. Currently, she provides management advisory services, primarily to private equity companies, on acquisitions, divestitures, and process improvements. Ms. Garrett has served as EVP of American Medical Response, the nation’s largest ambulance company and as EVP of PacifiCare Health Systems. Ms. Garrett has provided executive management expertise to companies in various industries, including technology, insurance, real estate, healthcare, and online education. 
 

Ms. Garrett served as CIO of Disney from 1989 to 2000, where she was responsible for domestic and international information technology operations. Prior to Disney, she served as Deputy Director of the UCLA Medical Center and as Chief Operating Officer of a $600 million multinational biotechnology company. She has held positions as a software designer and business process engineer. Ms. Garrett holds a PhD, Masters, and Bachelor’s degree, all from UCLA. She serves on the Board of Directors and Audit Committee of Ross Stores.

 

MARILYN ALEXANDER consults to senior executives on brand strategy and development, process, organization, and revenue growth opportunities. She has more than 30 years experience in finance, marketing, brand management, and strategic planning, along with significant board experience. Ms. Alexander serves on the boards of DCT Industrial, a real estate investment trust headquartered in Denver, CO, and Torchmark Corporation, an insurance holding company headquartered in McKinney, TX. At Chapman University, she is a member of the Board of Governors and the Finance Committee of the Board of Trustees. Ms. Alexander’s first board position was with Equity Office Properties (EOP) which was acquired by Blackstone in a $39M transaction – the largest real estate transaction in the U.S. at the time. Previously, Ms. Alexander was Senior Vice President and CFO of the Disneyland Resort in California. Before this, she served as Vice President of Destination Marketing and Brand Management for the Walt Disney World Resort in Florida. Earlier, she was Vice President, Financial Planning and Analysis at Marriott Corporation where she directed major financial and strategic planning processes for the company. After earning an MBA, she was a management consultant with Cresap, a division of Tower Perrin (now Willis Towers Watson). Ms. Alexander earned an AB degree in Philosophy from Georgetown University and an MBA from the Wharton Graduate School of the University of Pennsylvania.

 

 

MICHAEL J. BUSH has served on over 10 Boards of Directors. These include NTN Buzztime, Inc., 3 Day Blinds, Inc., Anchor Blue Retail Group, Bally International AG., Movado Group, Inc., and Marwais Steel Corporation. Michael began his career at Bain & Company in San Francisco. In 2013 he was an Advanced Leadership Fellow at Harvard University. He is currently on the Board of Directors of Ross Stores, Inc, a Fortune 500 corporation and Armenta, a luxury jewelry brand. He also serves as co-Chair of the Board of TechnoServe, a global not-for-profit economic development agency and the Board of the Brain Injury Association of America. Michael is a graduate of Dartmouth College and the Stanford Graduate School of Business.

DATA SCIENCE IN THE BOARDROOM Moderated Panel Discussion. The Battery Club, San Fransico, CA.

May 23, 2018

The keynote speaker and moderator ERIC COLSON is the Chief Algorithms Officer at Stitch Fix, leading a team of 85 plus Data Scientists. He is responsible for the multitude of algorithms that are pervasive to nearly every function of the company: merchandise, inventory, marketing, forecasting & demand, operations, and the styling recommender system.

Prior to joining Stitch Fix, he was the Vice President of Data Science & Engineering at Netflix. Eric holds a B.A. in Economics, an M.S. in Information Systems, M.S. in Management Science & Engineering. 

 

The Session Moderator VIVEK MOHTA is a Managing Director at Manifold, an AI engineering services firm that works with leading companies to accelerate AI and data roadmaps.

As Managing Director of Client Solutions, Vivek is responsible for creating opportunities to collaborate with clients and partners that leverage Manifold’s exceptional team of machine learning and data engineers. Vivek began his career in particle physics research. He has since held leadership roles in innovation and data-driven decision-making across a range of domains—including a Massachusetts public investment fund in energy technology; an energy technology industry consortium; and technical advisor to a member of Congress and to the Executive Office of the President.

Vivek is passionate about inventing the future by bringing together great people. He earned a Ph.D. from Harvard in Mathematics and two BS degrees from MIT in Mathematics and in Physics. 

 

Panelists

AARON GETTE is a proven thought leader and influential IT professional with over 20 years of experience. Aaron has worked with Startups and Fortune 500 companies in the Bay Area, delivering CIO and CTO level leadership.

Aaron’s ability to build and manage high functioning teams has led to the successful growth of companies, converting traditional IT infrastructure into revenue generating powerhouses. 

 

MILIND KAMKOLKAR is the CDO of Sanofi, a company focused on empowering lives through human health. Milind’s focus is driving and transforming Sanofi from a data generation organization to an insights generating organization where data is a monetizable asset class on par with product and shareholder value.

Milind joined Sanofi from a career spanning big pharma (Novartis), big
and boutique consulting (Cognizant and PA Consulting), and numerous technology and software startup companies focused on health,
technology and data mining blending insights and approaches across industries to solve complex human health problems at scale.

Milind is a featured speaker and thought leader in Digital Health, AI & Big Data. 

 

NITI BASHAMBU Niti Bashambu is Chief Analytics Officer for IAC Applications where she leads a global data science, analytics, and business intelligence team. Working at the intersection of data, product, and marketing for over 15+ years, Niti has been instrumental in creating scalable data-driven strategies to achieve sustainable growth for IAC’s most profitable division growing it from $50M to $500M+ in annual revenue.

In her previous position, Niti was Senior Vice President for Search for IAC Applications, where she drove double-digit revenue growth by combining data-driven innovation with a sharp focus on user experience, to create search products that engage and delight customers.

Niti was named a Women Worth Watching by the Profiles in Diversity Journal and was also awarded the Stevie Award for Women in Business. 

 

CATHY LANGDRIDGE is a Finance Executive with 25+ years of experience
at companies inclusive of Levi Strauss, Sephora, and Stitch Fix. Her focus has been on advancing businesses to higher levels of performance by balancing growth initiatives and investments, with profitability.

While mostly active in Finance, Cathy has held various operational roles providing visibility into the day-to-day workings of organizations to link operational and financial goals of the businesses together. At Stitch Fix, Cathy partnered closely with the Algorithms/Data Scientist teams to provide a connection between the data and the business financials.

For the past 10 years, Cathy has been a Board Member/Advisory Committee/ Treasurer of the Astronomical Society of the Pacific - an organization focused on advancing science literacy through astronomy. 

 

 

DIVERSITY IN THE BOARDROOM Moderated Panel Discussion

November 02, 2017

Speakers and Panelists

DR. ALFRED E. OSBORNE JR. Senior Associate Dean and Professor of Global Economics, management and Entrepreneurship at the UCLA Anderson Graduate School of Management and Faculty Director of the Harold and Pauline Price Center for Entrepreneurship and Innovation.
Dr. Osborne currently serves as a director of Kaiser Aluminum, Inc., Wedbush, Inc., and the First Pacific Advisors (FPA) Family of mutual funds. His non-profit affiliations include serving as Chair and Trustee of Fidelity Charitable, a trustee of Harvard-Westlake School and a director or the Los Angeles Police Memorial Foundation.
He has served many years on the corporate boards of Times Mirror Company, US Filter Corporation, Greyhound Lines, Inc., First Interstate Bank of California, Nordstrom, Inc. and K2, Inc., among others. He has served as an economic fellow at the Brookings Institution and directed studies at the SEC that contributed to changes in Rule 144, Regulation D, 
and other exemptive requirements to the securities laws designed to lower costs and improve liquidity and capital market access to venture capitalists and emerging growth firms alike.


Osborne was educated at Stanford University where he earned a BS in Electrical Engineering, and MBA in Finance, and MS in Economics and a
Ph.D in Business Economics.

 

SHARON GARRETT has served in executive positions for both large, established firms and for startup and privately-held companies. Currently, she provides management advisory services, primarily to private equity companies, on acquisitions, divestitures, and process improvements. Ms. Garrett has served as EVP of American Medical Response, the nation’s largest ambulance company and as EVP of PacifiCare Health Systems. Ms. Garrett has provided executive management expertise to companies in various industries, including technology, insurance, real estate, healthcare and online education. 
Ms. Garrett served as CIO of Disney from 1989 to 2000, where she was responsible for domestic and international information technology operations. Prior to Disney, she served as Deputy Director of the UCLA Medical Center and as Chief Operating Officer of a $600 million multinational biotechnology company. She has held positions as a software designer and business process engineer. 


Ms.
GarrettholdsaPhD, Masters, and Bachelor’s degree, all from UCLA. She serves on the Board of Directors and Audit Committee of Ross Stores.

 

LISA HARRINGTON is a senior-level legal and business executive with experience within Fortune 100 and start-up companies in technology, media, commerce, aviation, hospitality, fashion, apparel, and entertainment, both domestically and internationally. Ms. Harrington is the former General Counsel of ASICS America, Surf Air and Big Air Studios and the Associate General Counsel for NBCUniversal-Digital.
Lisa is recognized by business partners and direct reports for her collaborative work style, high caliber work quality, and dynamic leadership skills.
Lisa has received recognition and many awards for her outstanding performance and leadership in the legal community. Lisa has been featured in multiple publications and is a frequent speaker and panelist.

 

DAWN HAGHIGHI, is General Counsel, Privacy and Compliance Officer for PCV Murcor Real Estate Services. Her career encompasses senior management positions with responsibility for matters at several multi-national corporations, including Assistant General Counsel and Privacy Officer for Princess Cruises, General Counsel for the Illinois Division of Charter One Bank (RBS), and Employment Counsel for Nordstrom, Inc.
She is a frequent lecturer before corporate boards, 
foundations and professional organizations around the world and is active in a number of international, public policy, and not for profit organizations. In recent years, she was selected as a participant to the U.S./China Economic & Trade Cooperation Forum welcoming then PRC Vice President Xi Jinping to Los Angeles, as a delegate to the Salzburg Global Seminar in Salzburg, Austria, as a member of the United States delegation to the Enhancing the Middle East’s Economic Future IV Forum Doha, Qatar, as a speaker at the First Sino- American Women’s Conference Beijing, China, as an invited participant to the RAND China Reform Forum Beijing, China, a participant at the United Nations Fourth World Conference on Women, Beijing, China, a presenter to the Supreme People’s Court Mediation and Arbitration Congress in Beijing and Shanghai, China and as a delegate to several HKTDC Business Forums in Honk Kong, SAR.
Ms. Haghighi also attended the White House Welcome Ceremony for 
the PRC Premier Wen Jibao. Ms. Haghighi has received many professional awards including ACC Committee Member of the Year, ACC Advocacy Award, the Los Angeles Business Journal In-House Counsel Awards (Finalist), the Alston & Bird Women of Distinction Award, the ACC Member of the Year Award and the Association of Media and Entertainment Honoree.

 

DR. MARINA MESIN-ZAGAR is the Associate Director and a Global Sector Lead at USC Marshall’s Graduate Programs were she mostly focuses on corporate relations in the finance industry. Dr. Mesin-Zagar joined USC Marshall as a Visiting Scholar and subsequently was the Director of the USC Corporate Governance Summit. Prior to joining USC, she was the Assistant Professor at the Faculty of Economics & Business, University of Zagreb, where she taught classes in strategic management, corporate governance and business strategy at both the graduate and undergraduate levels.
Dr. Mesin-Zagar is a corporate governance scholar with expertise in corporate governance of EU and transitional economies. Her research and professional interests lie at the intersection between corporate governance,
organizational behavior and finance. She is the founding member of the Croatian Institute of Directors, where she served as the first female president and is currently a member of the Institute’s Board of Directors. Dr. Mesin-Zagar is also a member of the Education Committee of the European Confederation of Directors’ Associations.

 

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