CEO Growth & Innovation Conference
Successfully built a consulting company with 1500 employees in 10 years. A proud Rotarian and supporter of mid day meals in India and other parts of world. Started his business in 2007 with personal savings. Sold my business to a polish company with rewarding exit. Invested in 3 more startups in CRM, Blockchain and a restaurant chain. Avid golfer and archer. Being a single father of two brilliant kids, Time is never a luxury but is determined to make a difference to the society. Currently, his pet projects are Midday meals to remove hunger for deserving kids and history. Strong believer in history being principal driver for future innovation.
Alan I. Annex is Co-Chair of Greenberg Traurig’s Global Corporate Practice. He leads multi-disciplinary deal teams in a wide variety of large-cap and middle-market domestic and cross-border transactions. Alan has broad experience in corporate and securities matters, and regularly advises public company boards, special committees and executive management regarding their fiduciary duties; corporate governance best practices; and M&A deal strategies, structures and techniques. In addition, Alan has an active practice representing SPACs and UK Cash Shells in their IPO and business combinations.
Alan Pollard studied statistics and actuarial science at the University of the Witwatersrand in Johannesburg, South Africa. In 1993 he qualified as an actuary while working at a large Life insurance company in South Africa. In 1994 he joined Discovery, a small 2 year old health insurance company at the time. During the 20+ years that Alan has been with Discovery he has held various leadership roles as Discovery has grown to become a global insurance player. In 2012 Alan relocated to the US to grow Vitality Group – Discovery’s presence in the US. Alan serves on both the Executive Committee of and Board of Directors of Discovery, which is listed on the Johannesburg Stock Exchange. In 2016 he assumed the role of President, Vitality Group, heading up Innovation and Product globally for Vitality Group.
Andrew Stern is the CEO of Sungard Availability Services, a global leader in providing resilient, fully recoverable IT solutions and IT Disaster Recovery as a Service. Previously Andy was Chairman and CEO of USinternetworking, a pioneering Application Service Provider (ASP) which was acquired by AT&T. He was an Executive Vice President at multi-line insurer USF&G, and began his career at Booz Allen & Hamilton where he was a Partner in the Strategy Practice.
As CEO, Andy leads PCH’s evolution from direct marketer to a leading interactive media company with nearly $1 billion in annual revenue supported by the company’s unique free-to-play, chance-to-win value proposition offered in two major areas of business – shopping and advertising/search.
During his 30-plus year career at Publishers Clearing House, Andy has held a number of leadership positions in the Marketing and Merchandise areas where his earlier work most notably facilitated the Company’s development and
diversification into a wide range of general interest and affinity-driven product categories including general merchandise, housewares, jewelry, home entertainment, personal care, pets, gift foods and collectible items.
An inspiration to over 600 employees, he has extended the PCH brand by successfully integrating several acquisitions in the search, casual games and mobile advertising markets to fuel the company’s future growth.
Andy is a member of the PCH Board of Directors and is a past member of the Board of Directors and Executive Committee of The Direct Marketing Association. Recognized for excellence in the industry, he has been honored with a Silver Apple Award from the Direct Marketing Club of New York. He earned his BS in Marketing from the Wharton School of the University of Pennsylvania.
Mr. Graziano is the Chairman and CEO of Integra Realty Resources (www.irr.com), one of the nation’s largest commercial real estate advisory and consulting firms in the U.S. With 54 offices in the U.S. and Caribbean, Integra manages over 30,000 assignments annually ranging from valuations for institutional investors, government, and corporate owners, to consulting and market studies for developers and investors. In its 19th year, Integra has withstood challenges to its broad stock ownership model, and has successfully built a corporate culture rooted in the long-term succession of highly-specialized service businesses in the wake of major disruptions in real estate technology, regulation, and capital formation.
Arnab Gupta is founder and CEO of Opera Solutions, a global leader in machine learning and Big Data analytics. The company is a global provider of advanced analytics software solutions that address the persistent problem of scaling Big Data analytics. Its key innovation is in Signal Hub™, the company’s flagship technology platform, which delivers data science at scale.
Signal Hub extracts and applies insights from the most complex data environments to address multiple business problems and opportunities. By creating, storing, and maintaining a library of Signals, Signal Hub eliminates the
need to return to the raw data for each new problem. This approach significantly improves productivity, accelerates targeted business actions, and radically reduces time-to- value. Opera Solutions serves premier companies in financial services, healthcare, government, supply chain, marketing, and other sectors through offices in North America, Europe, India, and China.
In addition, Arnab currently serves on the advisory group for Harvard Medical School’s Department of Biomedical Informatics. Founded in January of 2015, the department seeks to master the surge in biomedical data streams by developing and applying new methods for both research and care. He has also worked with the Bill & Melinda Gates Foundation on its India HIV-AIDS initiative. There, he focused on stopping the spread of this disease by using innovative private-sector approaches.
Prior to establishing Opera Solutions in 2004, Arnab founded and sold a number of companies, including Mitchell Madison Group and Zeborg. He began his career at McKinsey & Co., where he rose to partner. Arnab earned an MBA from Harvard Business School.
Avner Mendelson is President & CEO of Bank Leumi USA. Avner was appointed to this role in 2013 with a mandate to orchestrate a major strategic transformation of the organization. With a new management team, a focused business strategy, expanded products and services offering, and a complete revamp of the firm’s core technology system, the Bank’s revenues have grown by more than 50%, and profits have more than quadrupled in the past 4 years.
Most recently, Avner spearheaded a strategic investment in the Bank by Endicott Management Company and MSD Capital, L.P., a private investment firm that manages the assets of Michael Dell and his family, to assist in the Bank’s continued growth while adding value to the Leumi Group.
Avner has been with the Leumi Group since 2007, serving as Head of Group Strategy and International Operations, as well as Chief of Staff to the President and CEO. Prior to joining the Leumi Group, he was a Senior Consultant with McKinsey & Company in London. Avner also served in the Israeli Defense Forces.
Avner earned his bachelor’s degree in economics and international relations from The Hebrew University of Jerusalem and his MBA from the Wharton School of Business. He is actively involved with several non-profit organizations and serves on both the Northeast Regional Board and the Board of Regents for the American Friends of The Hebrew University and the Board of Directors of the Shefa School.
Benson F. Smith is currently the Chairman of Teleflex Incorporated. Mr. Smith
officially retired from his Chief Executive Officer role at Teleflex on December 31,
2017. Teleflex is a global provider of medical technologies designed to improve
the health and quality of people’s lives. Teleflex applies purpose-driven
innovation with a relentless pursuit of identifying unmet clinical needs to benefit
patients and healthcare providers. Teleflex is headquartered in Wayne, PA.
In March 2018 Mr. Smith received the prestigious Hubert J.P. Schoemaker
Leadership Award from the Life Sciences Pennsylvania organization (LSPA). Mr.
Smith was chosen for the Schoemaker Leadership Award due to his
demonstrated vision for the industry, spirit of innovation and for improving the
lives of patients. Mr. Smith also received one of the 2017 Most Admired CEO
Awards by the Philadelphia Business Journal. This award recognized leaders
with a strong record of innovation, outstanding financial performance, a
commitment to quality, a strong vision, a commitment to diversity in the
workplace, and contributions to the Greater Philadelphia/New Jersey region.
Mr. Smith was named Chairman, President and Chief Executive Officer of
Teleflex Incorporated in January 2011 after serving on the Teleflex Board since
2005. Prior to 2011, he was the Founding Partner of Sales Research Group, a
research and consulting organization. From January 2000 to December 2005,
Mr. Smith was a Speaker and an Author at The Gallup Organization. He also
served as the Leader of Gallup’s Global Sales Force Effectiveness Practice. Prior
to that, Mr. Smith worked for C.R. Bard, Inc., a company specializing in medical
devices, for approximately 25 years. At C.R. Bard, he held various executive and
senior level positions culminating as President and Chief Operating Officer until
1998. He also served as a member of its Board of Directors.
He was previously on the Board of Rochester Medical Corporation and Chairman
of the Board of Zoll Medical Corporation until its sale to Asahi Kasei Group in
April 2012. He also serves on a variety of academic and health-related
Mr. Smith holds a B.A. degree from Grinnell College and was a Post Graduate
Bill Lovette joined Pilgrim’s as Chief Executive Officer and President on January 3, 2011. Mr. Lovette has served as a Director of Pilgrim’s Pride Corporation since February 21, 2011.
He brings more than 30 years of industry leadership experience to Pilgrim’s. He previously served as President and Chief Operating Officer of Case Foods, Inc. from October 2008 to December 2010. Before joining Case Foods, Inc., Mr. Lovette spent 25 years with Tyson Foods Inc. in various roles in senior management, including President of its International Business Unit, President of its Foodservice Business Unit and Senior Group Vice President of Poultry and Prepared Foods. Mr. Lovette earned a B.S. degree from Texas A&M University. In addition, he is a graduate of Harvard Business School’s Advanced Management Program.
Mr. Lovette grew up in a family poultry business, which became the Holly Farms
Corporation. Through his formative years, he worked in virtually all aspects of the business including farm labor and management on his family’s broiler farm, catching chickens, working in all areas of a processing plant during summers, working as a customer service representative and as a trading floor clerk on the Chicago Board of Trade. Mr. Lovette’s experience learned over a lifetime in the industry enables him to offer a valuable insight on the business, financial and regulatory issues currently being faced by the poultry industry.
Founded Elite's Experiential Marketing Division in 2006 and has managed Elite holistically since 2015. Brad also consults for Venture Capital firms in Marketing Strategy . With over 25 speaking engagements on marketing and leadership for the PMA, BAA, ANA and IEG, Brad is an expert in integrated marketing and its evolution. He is an avid reader and podcast listener. Foodie and fitness enthusiast.
Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With 40 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. Charly has been instrumental in leading both merger-related and organic growth ever since.
In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. He helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he served on the Board of Directors and was Chair of the Major Firms Group. He is pastchairman of its Personal Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For what is now the 6th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.
Charly serves on the Boards of Directors of the Legal Aid Society of New York City, where he is Chair of the Audit Committee and The Partnership for New York City. He is the author of Establishing a Financial Framework For Your Company, is a frequent speaker before professional audiences and has lectured at universities on the topic of ethics in public accounting. He served on the faculty for The Learning Annex, where he taught a course on accounting.
Charly is a cum laude graduate of the State University of New York at Binghamton, where he received his B.S. in Accounting
In 2011, Chris founded Pure Growth Group. Pure creates, invests in, and advises businesses that change the status quo. Pure is the parent company of Pure Growth Consultancy, a digitally-led advertising, brand and innovation company; and of Pure Ventures, a division designed to build and invest in sustainable businesses.
In 2015, Chris co-founded a line of youth-focused sunscreen products called Pure Sun Defense, along with co-founders Hugh Jackman and Sabrina Peterson. Pure Sun Defense was launched in partnership with Marvel, Disney and Universal Studios and is currently distributed at Walmart, Target, Safeway, Albertsons, H.E.B., KMART, and other retailers.
In 2016, Chris co-founded, along with Sabrina Peterson, Pure Growth Organic – an affordable organic snack and food company. Pure Growth Organic launched in Walmart nationwide in February 2016. All products are USDA Organic and proudly made in the USA.
Prior to founding Pure Growth Group, Chris founded Pure Creative. It quickly expanded into seven offices, from Melbourne to Beijing, and became one of the hottest creative agencies in the world. Clients included Mars Inc., Procter and Gamble, Coca-Cola, and the Australian Tourist Commission. Pure Creative was sold to Leo Burnett in 2000.
Chris founded Nitro in Shanghai in 2001, redefining the advertising industry by vertically integrating holistic industry offerings: innovation, brand strategy, traditional advertising and digital advertising. Nitro quickly became a global network with seven offices around the world with a client base that included Mars Inc., Nike, Unilever and Coca-Cola. In 2009, after being the most awarded agency in the world, Nitro merged with Sapient, creating SapientNitro, which became the largest independent advertising and digital agency in the world. When SapientNitro sold to Publicis Groupe for $3.7billion it had 11,500 employees and 35 offices around the world.
Chris Walters is responsible for day-to-day operations of Encompass on a worldwide basis and brings an impressive track record of executive operating experience in the industry, financial sophistication and successful experience in OTT to the company.
Most recently, Chris served as the Chief Operating Officer of The Weather Company where he collaborated with the leadership team to successfully position the company for rapid growth including developing technology that enabled The Weather Company’s expansion across all platforms. Prior to The Weather Company, Chris served in leadership roles at Bloomberg, leaving as Chief Operating Officer of the Bloomberg Industry Verticals Group where he drove significant expansion of professional subscription services in multiple industry verticals via organic growth and acquisitions. Before Bloomberg, Chris was a partner at McKinsey & Company where he served clients in the media, information services and technology sectors.
Chris holds an MBA from The University of Chicago – Booth School of Management with a focus on Finance and Strategic Management and a BS in Business Administration from the University of Vermont
Mr. Dahai Guo is the Founder & CEO of PuraCap Pharmaceutical LLC., Enspire Group LLC. , Chairman & CEO of Humanwell PuraCap Pharmaceutical (Wuhan) Ltd., etc. He is also the CEO of PuraCap Laboratories Inc. (former Blu Pharma LLC.). He has
managed six affiliate companies in US & China, including former CEO of Epic Pharma LLC.
Under Mr. Guo’s leadership, PuraCap Pharmaceutical & its affiliated companies are one of the leaders in specialty pharma & healthcare industry, who is developing, manufacturing and marketing broad range of Branded Rx, Generic Rx and OTC pharmaceutical products in US & the global markets. Currently, PuraCap & affiliates have over 80 different drugs and over 400 products selling in US, China, Canada and other countries. It has four US FDA inspected manufacturing and packaging facilities in US & China. In recognizing its fast growth, Humanwell PuraCap Pharmaceutical Ltd won “China’s Top 100 Gazelle Company Award” in Year 2017. It is the only pharmaceutical company who made into top-100 list among all companies in China.
Through his professional career, Mr. Guo has held senior positions in several multi-billion dollar global companies and also start-up companies in biotech, pharmaceutical and healthcare product industry. He had senior management position in global based public companies like Inverness Medical LLC. (now Aleer), Ansell Healthcare LLC, Roche Group). Mr. Guo has demonstrated strong leadership and broad experience in corporate management, M&;A, sales & marketing, product development, global strategic planning and biotechnology research.
Mr. Guo has MBA from Cornell University and M.S. of Biology from Rutgers University. He also completed distinguish Six-Sigma Black Belt training, awarded by America Society for Quality. Mr. Guo is current Chairman of BioKatalyst Corp, a non-profit organization whose invited-only members are the top management elites of Chinese Americans crossing healthcare industry.
Dan Schneider is a serial entrepreneur whose unconventional style has built multiple
companies into success stories. He is founder and CEO of the SIB family of companies, all of which provide money-saving services to companies in a variety of industries.
At age 16, Schneider dropped out of high school and began working in retail sales for the mobile phone industry. Sensing an opportunity in a rapidly-growing industry, Schneider struck out on his own and founded his first business, Main Street Cellular, at age 18. In doing so, he became the youngest person ever to be signed to a direct retailer contract by any mobile phone company. Main Street Cellular quickly expanded to 12 retail locations in the greater Philadelphia region. Schneider later formed Main Street Assets, an international wholesaler working with major cellular companies to liquidate excess inventory. After two years, the new venture grossed more than $35 million in total revenue.
Recognizing the importance of minimizing overhead costs, Schneider founded SIB Fixed Cost Reduction in 2008. With a diverse client base ranging from universities and hospitals to restaurant groups and Fortune 20 companies, SIB works to comprehensively reviewcompanies’ fixed monthly costs, getting compensated with a portion of the resulting savings on a contingency basis.
After acquiring a Florida lighting company in 2015, Schneider launched SIB Lighting, a full-service LED lighting consultancy that specializes in saving money for large facilities through the installation of energy-efficient lighting and lighting control systems.
In 2016, Schneider co-founded his latest venture, mōvī healthcare. mōvī is a software application to help hospitals and senior living facilities to better manage and track their patients’ non-emergency medical transport services, preventing billing errors and saving money.
Known for his straightforward candor and his non-traditional approach to business, Schneider and his companies have been featured in The New York Times, USA Today, CNN, Fox News,MSNBC, Forbes, Business News Daily, Investor’s Business Daily, NPR, and CBS Radio. He splits his time between New York, NY and Charleston, SC, where he is actively involved in the community as a board member for Push-Up & Up, a charity promoting physical fitness and raising funds for educational programs targeting at-risk youth, and Operation Home, a charity devoted to increasing home safety and accessibility for the elderly and disabled.
Dan Schneider’s LinkedIn profile: www.linkedin.com/in/danielaaronschneider
Partial client list: Walmart, Divisions of Berkshire Hathaway, Sharp HealthCare, GenesisHealthCare, Toys ‘R’ Us, Pep Boys, Coach, Hyatt Hotels.
David Goldin is a serial entrepreneur who has over 16+ years experience in the small business lending industry. David is a pioneer in the industry who founded AmeriMerchant, one of the US’ first merchant cash advance companies in 2002 that was subsequently rebranded in 2015 as Capify. In addition to David’s leadership and strategic direction, he boot strapped Capify to grow it from 3 to 200 employees and took the company outside the US starting in 2007 by setting up offices in UK, Australia and Canada with top line revenue hitting $45 million. In January 2017, he exited the US and Canadian markets by selling the US business to a competitor and he currently serves as CEO to Capify UK and Capify Australia (~125 employees) offering small business financing in those respective countries.
David is a global small business alternative lending industry expert with over 16 years experience who has been featured in numerous media outlets including Bloomberg TV, MSNBC, Fox Business, Sky News, The New York Times, Wall Street Journal, and Business Week, amongst others.
David is also one of the primary founders and past President of the Small Business Finance Association (SBFA), formerly known as the North American Merchant Advance Association (NAMAA), a 501c trade association for the US-based business alternative financing industry.
Prior to founding Capify, David was a co-founder of an Internet development company in the mid-90s, that he successfully built from 3 to 50 employees and which he sold to a multi-billion dollar publicly traded telecommunications company.
David received a Bachelor of Arts Degree from the University at Albany in 1993.
Dr. Levy has directed his lifelong passion for patient-centered health systems to the creation, management, and growth of significant healthcare businesses in the US and abroad. He is an accomplished 'hands on' physician executive:
Primary care physician and early leader in the managed care movement;
Founder and Chief Executive of Franklin Health, Inc. (now part of United
Health Group) one of the nation's first care management companies that transformed the treatment of complex patients in the US;
Global Health Industries leader for PwC, the largest professional services firm
in the world. Responsible for all health care sectors, $US 2+ billion in
Chief Executive of AposTherapy, a revolutionary device company targeting
cost and quality of chronic conditions of the axial skeleton
Chief Executive of EHE, an employer wellness company
Dr. Levy has a specific interest and track record of achievement in complexity - patients, systems, and organizations. At Franklin Health, Dr. Levy used his insights to the problems of complex patients to create a scalable business that helped patients and their families throughout the US receive better and more satisfying care. As strategy leader at PwC (US), he led the effort to diagnose and recommend public health and hospital reform after Hurricane Katrina for the Louisiana Recovery Authority. He then went on to lead the team that helped the Department of Public Health of the state of California re-engineer their catastrophic surge response system. In both of those states he successfully engaged all of the system stakeholders - hospitals, private providers, payers, professional associations, organized labor, etc. to successful conclusion. As global leader at PwC, Dr. Levy led the firm's world-wide healthcare practice to prominence by navigating a complex matrix of domestic and international governance arrangements that resulted in PwC becoming a recognized leader in the provision of solutions to all healthcare sectors in over thirty countries. In 2014, he assumed leadership of AposTherapy, a global device company.
Dr. Levy is a widely recognized strategic thinker, who at the same time has executed on those strategies on behalf of his own enterprises, as well as for a wide variety of public and private sector entities. Drawing on an extremely deep and broad pool of business relationships, he brings global 'best-in- practice' solutions to the most important healthcare organizations in the industry. He currently sits on the boards of Welldoc, a leading mobile health company, SulAmerica, the largest multi-line insurer in South America, Cedar Gate Technologies, AposTherapy Medical Assets, and EHE.
David Sable is Global Chief Executive Officer of Y&R. Named to the post in February 2011, David has long had Y&R in his blood. He first joined as a trainee in 1976 and credits his start here for both his passion for the business as well as his core skills.
After Y&R, David worked at Wells Rich Greene and then moved to Israel, where he co-founded an agency, Mimsar. That start-up was a pioneering entry into the high-tech arena and reinforced David’s entrepreneurial spirit. Coming back to the U.S., David found his home at the extended Y&R family, working for Burson-Marsteller and Cohn & Wolfe. In 1990, he returned to Y&R Advertising to lead the international portion of the agency’s Colgate-Palmolive account. He then helped create Y&R’s team approach on the U.S. Postal Service’s consolidated account, before leaving to pioneer an omni-channel startup in the U.S., Genesis Direct. In 2000, he moved to Wunderman, also part of the Y&R family, where he spent 10 years, ultimately as its Vice Chairman, before returning home to Y&R.
David is active in the industry as Chair of the Advertising Council’s Board of Directors and, for many years before, a Director-at-Large of the 4As.The 4As just named him one of the 100 People Who Make Advertising Great. He has served as Jury President at Cannes three times, as head of the Direct, Creative Effectiveness and Creative Data juries and was a member of the Titanium jury.
A prolific writer, David has a strong online presence. LinkedIn named him one of their Top Voices 2016, and he has consistently ranked as one of their most widely read global business leaders since he was invited to the Influencer platform. He has been blogging The Weekly Ramble since 2006 and is a frequent contributor to The Huffington Post. He also was an Executive Producer on MTV’s highly acclaimed REBEL MUSIC series.
In 2013, Fast Company named David one of the 10 Most Generous Marketing Geniuses. He serves on the U.S. Fund for UNICEF’s National Board and was the founding chair of their NY Board. He serves on NY’s Volunteer State Office of National and Community Service Commission and served 14 years on the NY Cultural Advisory Committee. He sits on the Boards of UNCF and the Christopher Reeve Foundation and is deeply involved with the Special Olympics. He also is a member of American Eagle Outfitters’ Board of Directors.
David and his wife, Debbie, have two daughters. two sons-in-law, four treasured grandchildren — Henry, Teddy and Gemma, and Goldy.
Ed Baumstein is the CEO and Founder of SolomonEdwards, a leading professional
services firm providing exceptional people for complex business situations in the areas of Accounting & Finance, Governance & Regulatory Compliance, Transaction & Regulatory Advisory Services and Business Transformation. SolomonEdwards operates from offices strategically located in thriving U.S. markets, to serve domestic and multinational clients in a variety of industries. With over 35 years of expertise in the finance and accounting professional services industry, Ed is active in the Greater Philadelphia business and philanthropic community.
Ed started SolomonEdwards in 1999 due to a marketplace need for a firm offering
strategy execution services. Previously, he was the President and COO of Acsys Inc., a $160 million accounting, finance and IT staffing company that was created and taken public through the roll-up of multiple staffing companies including Acsys Resources, where Ed was the President and CEO responsible for 40 offices nationwide, generating $160 million of revenue annually. In 2005, Ed was named a Finalist for EY’s Entrepreneur Of The Year® Award.
In addition to his accomplishments in professional services and staffing, Ed is also an
engaged member of the Main Line Chamber of Commerce; the Treasurer and a Board
Member for Friends of Ofanim; and a member of the Board of Directors for the Temple Mount Sifting Project. Ed received his Bachelor of Science degree in Accounting from Temple University in Philadelphia, Pennsylvania. He began his career with PriceWaterhouse.
As a retired Armed Forces Veteran of the United States Navy, Dr. Edward Daniel is an experienced Chief Executive Officer and Healthcare Administrator with over 25 years of proven transformational leadership in facilitating evidence-based performance programs and driving process improvement within for-profit and non-profit healthcare organizations.
Dr. Daniel’s expertise is sought by other nationally recognized providers of experimental developmental programs to enhance the quality and effectiveness of the services. His work often includes strategic planning and execution, process improvement, and accreditation and regulatory compliance of various programs for clients utilizing Lean Six Sigma methodologies.
In addition, Dr. Daniel consults with key administrators responsible for corporate performance and development to assist these clients in providing evidence-based strategies that are designed to enhance and reinforce organizational development and increase customer satisfaction.
Dr. Daniel currently serves as an Executive Board Member for the American College of Healthcare Executives (ACHE) National Capital Region (NCHE), Board Member of Chief Executive Officer Advisory Committee (ACHE), and a Board Member for Howard University’s School of Allied Health, Science, and Nursing.
Edward has completed his doctoral degree at North Central University, Prescott, AZ, focusing on Business Administration in Healthcare Management. He holds a Master Degree in Business Administration (MBA) from American Intercontinental University and a Bachelor’s Science degree (BS) from Howard University, in Clinical Laboratory Sciences (CLS). Additionally, he has also completed an Executive Leadership Certification for Healthcare Executives from Cornell University.
Prior to joining the Metropolitan Healthcare Services team, Dr. Daniel retired honorably after serving 21 years active duty military service achieving the rank of Chief Hospital Corpsman within the United States Navy.
Eileen C. McDonnell is chairman and chief executive officer. She joined Penn Mutual in 2008 as its Chief Marketing Officer.
Before joining Penn Mutual, she was president of New England Financial, a wholly owned subsidiary of MetLife, and senior vice president of the Guardian Life Insurance Company. Ms. McDonnell is a former member of the Master of Science in Management faculty at The American College in Bryn Mawr, Pa., where she held the newly endowed chair for Women and Financial Services and was author of “Marketing Financial Services to Women.”
Ms. McDonnell serves on the Board of Janney Montgomery Scott LLC, a wholly owned subsidiary of Penn Mutual. In 2013, Ms. McDonnell was named to the board of Universal Health Services, Inc. (NYSE: UHS) and is a member of the Audit Committee.
A graduate of Molloy College, Rockville Centre, N.Y., Ms. McDonnell majored in mathematics and computer science, and received an honorary doctor of laws (LL.D.) degree in 2011. She earned her MBA in finance and investments from Adelphi University, Garden City, N.Y. and was recognized in 2013 for ‘Outstanding Service” to the university.
In 2016 Eileen was honored by Drexel University LeBow College of Business as the 2016 “Business Leader of the Year.” Also, Eileen has been awarded the honor of being inducted into The Business Excellence Institute Excellence Hall of Fame in Dublin, Ireland.
In 2017 Eileen was the recipient of the 2017 Ernst and Young Entrepreneur Of The Year, Greater Philadelphia award.
Elliott Portnoy is the Global Chief Executive Officer of Dentons, the world's largest
law firm. He leads the firm's nearly 9,000 lawyers and their commitment to
integrated client service across 167 locations in 73 countries.
He serves on the boards of several nonprofit groups and is founder and president
of the board of the Kids Enjoy Exercise Now (KEEN) Foundation, which provides
recreation opportunities to children with disabilities in multiple cities across the
US and in the UK. Elliott has won multiple awards for his community service,
including recognition as a "Washingtonian of the Year" by Washingtonian
He is a graduate of Harvard Law School and Syracuse University, and additionally
earned a PhD at Oxford University as a Rhodes Scholar.
Elliott lives outside Washington DC with his wife, Estee, and their three children
(Josh, Noah and Daniela).
Frederic Trinel is the co-CEO and co-founder of EcoVadis and CyberVadis. Established in 2007 and based in Paris, today EcoVadis is the world’s most trusted provider of business sustainability ratings supporting the ethical supply chain management of industry-leading global brands. It’s new sister company, CyberVadis, was created in 2017 and provides business cybersecurity ratings for third parties leveraging a parallel methodology of evidence-based assessment.
Fred is a serial entrepreneur and the founder of 4 companies, all still active across Asia, Eastern Europe & UK operating in Global Trade, Software & Human Resources areas. His immediate prior venture was Mr. Ted Ltd, an HR company which was acquired by StepStone Solutions in 2010.
Gad Tobaly is a Global Technology Executive with dual expertise in Enterprise Software and Telecom. Currently President, GTL International Operations. GTL is the largest software enabled products and services company in the Justice and Public Safety Sector. Previously, was CEO of InfoVista SA, a NASDAQ traded Telecom and Enterprise Service Assurance Software Company later acquired by US private equity firm Thoma Bravo. Gad thrives and excels in multi-cultural environments within diverse business settings worldwide; fluency in four languages and dual citizenship US and EU. An enthusiastic leader with strong strategic planning, sales, business development, operations and global expansion skills, able to launch, build and drive new products, companies and markets worldwide.
Geoffrey Cook is a serial entrepreneur and CEO. The Meet Group started out as a single brand, which Geoff grew to over $30 million in revenue before merging with a public company in a $100 million deal. Since then, Geoff has led the company to acquire three additional social apps -- Andreessen Horowitz backed Skout for $55 million, Tagged or $60 million, and LOVOO for $70 million.
Geoff has won a number of awards, including Ernst & Young Entrepreneur of the Year Award for the Philadelphia region. Geoff began his entrepreneurial journey in school, founding EssayEdge and ResumeEdge from his Harvard dorm.
When he’s not working, Geoff is writing. His debut middle-grade novel Veronica and the Volcano took First Place in the 2018 Reader Views Reviewer’s Choice Awards. It also landed a spot as Book of the Year Finalist in the Foreword Reviews literary contest. Geoff lives in Princeton, NJ, with his wife, two daughters, and son.
About The Meet Group:
The Meet Group (NASDAQ: MEET) is a portfolio of mobile social entertainment apps designed to meet the universal need for human connection. We leverage a powerful live-streaming video platform, empowering our global community to forge meaningful connections. Our primary apps, MeetMe®, LOVOO®, Skout®, and Tagged®, keep millions of mobile daily active users entertained and engaged and originate untold numbers of casual chats, friendships, dates, and marriages. Our apps, available on iPhone, iPad, and Android in multiple languages, use innovative products and sophisticated data science to let our users stream live video, send gifts, chat, and share photos. The Meet Group has a diversified revenue mix consisting of in-app purchases, subscription, and advertising, and we have offices in New Hope, Philadelphia, San Francisco, Dresden, and Berlin. For more information, visit themeetgroup.com, and follow us on Facebook, Twitter or LinkedIn.
Harley Lippman is the Founder and CEO of Genesis10 which provides staffing, workforce optimization and domestic outsourcing solutions. Recognized by Gartner as a Top 20 IT Staffing Firm in the U.S., the company is dedicated to helping companies implement business and technology initiatives cost-effectively. Genesis10's unique hybrid service model adapts and scales to deliver proven business and technology professionals how, when and where needed. Clients include some of the world’s most recognized public and private companies in industries including financial services, energy, healthcare, insurance, communications, consumer products, manufacturing and technology. Based in New York, Genesis10 has grown organically at an annualized rate of 20 percent with revenue of $175 million and has more than 2,000 employees and consultants and more than 20 sales and recruiting offices throughout North America, including six domestic delivery centers.
Harley serves on the boards of many business, educational and cultural organizations. He is an Executive Committee member on the American Israel Public Affairs Committee. He serves by Presidential appointment and Senate confirmation as a member of the U.S. Commission for the Preservation of America’s Heritage Abroad. He is a member of the Board of Advisors of Yale’s Business School. Harley is a member of the Dean’s Advisory Board at Columbia University’s Graduate School of International and Public Affairs. He is President of The Institute for the Study of Global Antisemitism and Policy (ISGAP). He was President of the America Israel Friendship League and served as Chair of the Board of Trustees of the American Jewish Congress. Harley was awarded the Ernst & Young Entrepreneur of the Year award in the consulting category.
A dedicated philanthropist, Harley is the owner and sole financier of the Center for Cultural Development and Popular Khmer Arts (CDPak) orphanage near Siem Reap, Cambodia, a home to nearly 40 children since 2004. He has put 6 of these children through college. He has funded efforts since 2009 to explore an overlooked aspect of the Holocaust. He works to find mass graves where Jews were murdered and buried in shallow graves before the Holocaust’s final solution became industrialized with extermination camps like Auschwitz. Throughout the year, Harley has memorials to honor and preserve the memory of those murdered. He funds the staff and the cost of these memorials in which a monument is erected for every massacre to give these people some honor and dignity in their deaths. He made a documentary on this, Safeguarding Memory, which appeared on PBS and won two awards. Here in the U.S., Harley has dedicated his professional life to helping people find meaningful employment, the most worthy of them being our nation’s military veterans.
Harley earned a master’s degree in international affairs at Columbia University, receiving their highest scholarship award and graduating third in his class. He earned his bachelor’s degree from The State University of New York, Stony Brook, graduating with highest honors. He studied in Poland on a Fulbright Program.
Hemen Vimadalal is a thought leader in the Cyber Security space, and the Founder and CEO of Simeio
Solutions. His personal mission is to make Simeio a household name and ensure the digital identity
world is safe and secure. Soon after graduating with a Master of Science degree from the University of
Southern California, Hemen began his career by co-founding Vaau. At Vaau, he helped the company
become the leader in the Identity Management space and facilitated a strategic transaction with Sun
In 2008, post Vaau, Hemen saw the increasing risks and complexities associated with securing a digitally
integrated world and founded Simeio Solutions. In a time when the markets were turbulent, Hemen was
remained persistent in laying the foundation for a bright future. He firmly believes that where there is
uncertainty and chaos, there is opportunity. And that opportunity is realized in the fact that the number
of identities that are ‘Simeio Safe’ has grown from 1,000 in 2009 to 60 million+ in 2016!
These are exciting times for Simeio, and as the world of connected identities grows exponentially, our
mission to secure it only becomes stronger. This opportunity makes our Simeio family believe that we
are making the world a more secure and safer place. There is extreme pleasure in living today with a
purpose for tomorrow!
Jack Martin is the Global Chairman and Chief Executive Officer of Hill+Knowlton Strategies (H+K), a multinational strategic communications firm with clients constituting half of the Fortune Global 500 list with over 80 offices around
Martin has redirected H+K’s attention toward a 21st century public with particular emphasis on digital, data analytics, and original content creation. He restructured the firm’s senior management to maximize talent utilization and exceed client needs, and maintains an active role in client service today.
Martin is recognized as a thought leader in communications, politics, and business. Since 2011 Martin has consistently been named annually to PRWeek’s Power List, a ranking of the 50 most influential figures in the field of communications. In 2014, PR News inducted Martin as a PR pioneer who has “helped to shape the world of public affairs consulting, public relations and corporate consulting for more than 25 years.” He was previously honored by the Center for Public Policy Priorities. Martin also trademarked the “Fifth Seat” model, which several business publications recognize as a leading model that leverages the importance of public trust as part of corporate success. This philosophy includes strategic counselors as vital to C-suite decision-making by filling the “Fifth Seat” alongside lawyers, bankers, management consultants, and accountants. In 2016, the International Communications Consultancy Organization (ICCO), based in London, inducted Martin into their Hall of Fame. Most recently, Martin was invested as a Member of the Order of St John, on the instructions of Her Majesty Queen Elizabeth II.
Before assuming his current role in 2011, Martin founded Public Strategies, Inc., which was acquired by London-based WPP in 2006. Martin’s career was markedly shaped by his long-time association with U.S. Senator Lloyd Bentsen from Texas, which laid the foundation for his career.
Martin was chairman of Texas State University System’s Board of Regents, and has served on the boards of the Lyndon Baines Johnson Foundation, the Baylor College of Medicine, Baylor Scott & White Health, and the Smithsonian National Museum of American History.
For over 16 years, Jeff has been a leader in Life Sciences and Healthcare marketing and media. Jeff has had great success helping large media and marketing agencies launch or reignite their healthcare divisions. His experience in defining new strategies for clients in both HCP and Consumer Life Sciences marketing spans from media and analytics to digital solutions and global pricing strategies. Jeff’s leadership has garnered him a Ben Franklin Award for Most Innovative New Company, and he has been featured in numerous television and print news stories, including The Wall Street Journal, Philadelphia Enterpriser Magazine and TSM News, among others, and was named one of the top 100 people to watch by Philadelphia Style magazine. He has spoken on numerous occasions as an expert in the fields of media, business development and technology at events such as Internet World and the Wharton Technology and Media Conference. Jeff has served on the board of numerous business and philanthropic organizations on both local and national levels, including the Medical Marketing Association, and has served as a Director of the Divine Providence Auxiliary Association for handicapped children.
Jeff Snyder is the founder and chief inspiration officer at Inspira Marketing Group, an experiential marketing agency headquartered in Norwalk, Connecticut, with offices in New York, Chicago, and San Francisco. With more than 20 years of experience, Snyder leads his agency’s growth by focusing on building genuine relationships through client development and audience engagement
Jim Keane is President and CEO of Steelcase Inc., the global leader in the office furniture industry. He has helped Steelcase evolve from a manufacturer to a partner that creates furniture, architecture and technology solutions in workplaces that unlock human promise.
After a 17-year Steelcase career, Jim was appointed CEO in March 2014. He is only the ninth person to lead the company in its 105-year history. Founded in Grand Rapids, Michigan, Steelcase today is a $3.0 billion company with factories and sales offices around the world. More than half of its 11,500 employees are now based outside of West Michigan.
Jim gained broad exposure to the business through a variety of leadership roles at Steelcase. At various times, he led research and development, corporate strategy, and served as Steelcase's chief financial officer. Prior to becoming CEO, he led the sales and marketing functions for the Steelcase brand.
Jim serves on the boards of Rockwell Automation, IDEO, Business and Institutional Furniture Manufacturer’s Association (BIFMA), Economic Club of Grand Rapids, Grand Valley University Foundation and the executive board of Design Futures Council. He earned a Bachelor of Science degree in accountancy from the University of Illinois, and a Master’s in Management degree from the Kellogg Graduate School of Management at Northwestern University.
John T. Thomas is our President and Chief Executive Officer and has served
on our Board of Trustees since August 2013.
Mr. Thomas was the Executive Vice President-Medical Facilities Group for
Welltower Inc. (NYSE: WELL, formerly known as Health Care REIT Inc.)
from January 2009 to July 2012 where his group was responsible for growing
total net investments for the company’s medical facilities division, including
hospitals, medical office buildings, and life science research facilities, from
$2.3 billion in assets to approximately $5 billion. During that three and a
half year time frame, Mr. Thomas’ group expanded WELL’s medical office
building portfolio from 128 properties to 210 properties with rentable square
feet growing from 5.6 million to 13 million and the percentage of medical
office buildings affiliated with healthcare delivery systems growing from
62% to approximately 90%, while occupancy for the medical office buildings
improved from 90% to almost 94% during this period. The medical facilities
division’s annualized net operating income increased from $131 million
in 2008 to more than $350 million while Mr. Thomas led WELL’s medical
From July 2012 to July 2013, Mr. Thomas was self-employed as a healthcare
consultant and lawyer. Mr. Thomas has relationships with over 25 national
operators and healthcare delivery systems with whom he has worked to
develop and acquire healthcare facilities occupied by these healthcare
delivery systems and operators. Mr. Thomas also served as President, Chief
Development Officer and Business Counsel of Cirrus Health from August 2005
to December 2008, where he led efforts to acquire and manage four hospitals
and an endoscopy center, as well as efforts to develop other facilities.
From October 2000 to July 2005, he served as Senior Vice President and
General Counsel for Baylor Health Care System in Dallas, Texas. As General
Counsel for Baylor Health Care System, he was responsible for legal and
government affairs. Mr. Thomas has been recognized for his team’s advocacy
work on Texas H.B. 3 and Proposition 12, the 2003 Texas legislative and
constitutional amendment efforts to increase patient access to physicians
and care through reforms to Texas’ medical malpractice laws. He was also co-
founder and chairman of the Coalition for Affordable and Reliable Healthcare,
a national coalition to reform medical malpractice laws through federal
legislation. Mr. Thomas has testified before the Ways and Means Committee
and Energy and Commerce Committee of the U.S. House of Representatives
and a sub-committee of the U.S. Senate’s Homeland Security Committee,
all related to health care policy. From April 1997 to October 2000, he served
as General Counsel and Secretary for Unity Health System, a five hospital
division of the Sisters of Mercy Health System in St. Louis, MO, where he
oversaw legal affairs for the healthcare delivery system and its operating
subsidiaries. Mr. Thomas has served on the Board of Directors of Education
Realty Trust, Inc. (NYSE: EDR) since September 2016. He is the chairperson
of its Compensation Committee and a member of the Investment Oversight
Committee. He also serves on the Board of Trustees for the Jacksonville State
Mr. Thomas began his career as a tax lawyer at Milbank, Tweed, Hadley and
McCoy in New York, NY in 1990, and was elected a partner at Sonnenschein,
Nath and Rosenthal (now Dentons) in April 1997. Mr. Thomas received his
J.D. from Vanderbilt University Law School and his B.S. in Economics from
Jacksonville State University, where he was a scholarship letterman on the
football team and was a member of the Academic All-Conference Team. Mr.
Thomas graduated with Distinction and Special Honors in Economics.
J.Paul Haynes is a professional engineer with a 25-year entrepreneurial track record of success. J.Paul has led eSentire to 20x its size since joining the company in late 2010. His business acumen, in-depth understanding of technology and strong leadership has made him a respected and reliable voice on the topic of cybersecurity in North America and Europe.
He holds both a B.Sc. and M.Sc. in Engineering from the University of Guelph and is a proud alumni, currently serving on the Industrial Advisory Board for the University of Guelph’s School of Engineering and the Board of Innovation Guelph.
Justin Rosenberg is the Founder and CEO of honeygrow, a wholesome-casual restaurant concept focused on vibrant, healthy, and dynamic foods through its stirfry and salad programs. Justin opened the first honeygrow in June 2012 and has since opened 12 locations, with four more opening by early 2017.
When creating the concept, Rosenberg sought to utilize technology as an agent to streamline the ordering process via its touchscreen platform. Since then, honeygrow continues to leverage useful tech to subtly enhance the concept in areas ranging from training, operations, development, branding, and accounting.
Rosenberg founded honeygrow after working at Pennsylvania Real Estate Investment Trust (PREIT) as a Manager of Energy Services and as an Asset Manager where he oversaw a portfolio of approximately 25 regional shopping malls. Tired of sitting in a cubicle and with a passion to create a sustainable, long-term company modeled after some of his favorites (Starbucks, Apple, Southwest Airlines, and Whole Foods), Justin combined his interests in plant-based eating with that of music, design, and business to create a business plan in hopes of raising capital for the first location. After 2.5 years of looking for investors and pitching 94 people, Rosenberg acquired the capital and subsequently opened the first store in 2012. Since then, honeygrow has raised over $25MM in equity financing to foster growth and technology driven projects.
Previous leadership roles include leading an acquisition team in purchasing multifamily apartments in Baltimore, MD and Denver, CO markets and successfully leading an Israeli-based tech firm in identifying its niche demographic and penetrating the North American market. While developing honeygrow, Justin spent his weekends working in the kitchen of a fine-dining restaurant located in the Washington DC area in an effort to gain a solid foundation to properly run his own restaurant (still then a pipedream!).
Justin resides in the Philadelphia suburbs with his wife, two (2) daughters, and son.
Katherine Kostereva is CEO and Managing Partner of bpm’online (www.bpmonline.com), the leading business process automation platform, focused on
accelerating marketing, sales, service and strategic applications for mid-size to
Fifteen years ago, Kostereva co-founded bpm’online as a small European startup with
five people on board without any external funding or venture capital. Today, bpm’online is a global software company with offices around the world and a team of 700+ engaged professionals dedicated to creating impeccable products. Bpm'online is the winner of many prestigious industry awards, including ISM Top 15 CRM Software, CRM Watchlist, CRM Market Leaders Awards, and 2017 ROI Award among others.
Bpm’online was positioned as a ‘leader’ in the Forrester’s CRM Wave for Mid-sized
suites, a leader in Nucleus Research’s 1h 2017 Technology Value Matrix for Customer
Relationship Management (CRM) and can be found in a vast number of CRM industry
reports by Gartner, Forrester and other leading research firms.
With over 15-years of experience in helping businesses build long-lasting relationships with customers, Katherine has always had a clear and solid vision of the CRM market and business development. She strongly believes that BPM and CRM synergy brings exceptional value to software users. That is why she has chosen the business course of creating a process-driven CRM with sound marketing, sales and customer service capabilities delivered via a single platform on an engaging interface.
Kevin M. Jones is the Chief Executive Officer of MV Transportation, the largest private provider of paratransit services and the largest privately owned transportation contracting firm in the United States. The company employs more than 20,000 dedicated transit professionals in 153 locations in North America.
Prior to being named CEO in October 2017, Kevin held global leadership roles at Electronic Data Systems (EDS), Hewlett-Packard, Dell, Hewlett Packard Enterprise (HPE), and most recently, DXC Technology (NYSE: DXC), a $25 billion publicly traded IT services company. There, Jones served as senior vice president and general manager of the Americas region with 66,000 employees and $10 billion in annual revenue.
Kevin has an impeccable record in leading business transformations by inspiring organizations to increase revenue, profitability, market share and customer satisfaction. At DXC and HPE, Kevin transformed the Americas into the company’s most profitable region. Before joining DXC and HPE, Kevin served as chief customer and sales officer for Dell Services, where he led all go-to-market functions for applications, business process outsourcing, infrastructure services and cloud computing businesses. In his three years at Dell, Kevin grew revenue by 11%, increased profitability by 12% and raised Dell’s customer satisfaction score (Net Promoter Score) from 0 to 51.
Kevin spent 21 years in executive positions at Hewlett Packard and Electronic Data Systems (EDS), in both Europe and Asia. As Senior Vice President of Enterprise Services, Asia Pacific and Japan, he increased profitability by 25%. At EDS, as vice president, UK Government, he saved the relationship with the organization’s most profitable customer and signed $4.5 billion in new business.
Mr. Jones has an outstanding reputation for operational excellence and efficiency, and is expected to continue MV’s momentum with renewed focus on safety, training and continued growth and innovation. His track record of creating value and energizing teams will further strengthen MV’s position as a leader in the transportation industry. His strong advocacy for diversity, inclusion and community involvement also make him the right person to lead MV as the Company embarks on its 43rd year.
Originally from Richmond, Virginia, Mr. Jones lives in Dallas, Texas with his wife and two teenage sons. He holds a BBA from James Madison University and is a Certified Management Accountant. He completed the Executive Training Program – Leading Strategic Change at Indiana University. Mr. Jones also serves as a board member for the North Texas Food Bank and the World Affairs Council of Dallas.
Kurt Schroeder is the Chief Experience Officer at Avtex and leads the Customer Experience consulting practice. The customer experience practice helps organizations win through designing meaningful experiences in every interaction. In short, he helps clients thrive in the experience economy. With over 30 years of experience he has a diverse industry background including financial services, agricultural, manufacturing, health care, distribution, insurance, consumer packaged goods and non profits. Kurt works to help companies turn insight into experiences that drives growth. He has pioneered methodologies and approaches in customer experience to improve how companies innovate new and better customer experiences. Recently, Kurt has leveraged his diverse background ranging from strategy to technology and has helped organizations define the digitial customer experience. Kurt has served customers such as GE, 3M, USBank, Wells Fargo, United Health Group, numerous credit unions, and many manufacturers.
Lauren Bailey is the CEO & co-founder of Upward Projects, a group of locally focused restaurateurs creating inspired restaurants that are connected to the communities they serve. Recently named to the Inc. 5000 list of the nation’s fastest-growing companies, Upward Projects places an emphasis on preparing high-quality food and adapting and reusing historically relevant buildings that are an integral part of local neighborhoods. To uphold this philosophy, Lauren focuses primarily on conceptualization, design and operations for seven industrial wine cafes - Postino Arcadia, Postino Central, Postino East, Postino Annex, Postino LoHi (Denver, CO), Postino Kierland, Postino Highland; Windsor, a pub-style neighborhood hangout; Churn, the adjoining nostalgic ice cream shop; Federal Pizza, an artisan pizza restaurant; and two Joyride Taco House’s, a scratch-kitchen Mexican concept. Collectively, Lauren is responsible for growth and vision of the existing concepts as well as future projects.
Lauren recently completed a five-year term as a board member of Local First Arizona, an organization determined to protect, strengthen and foster local business. She is also a Steering Committee Member for Devour Phoenix, a city-wide, non-profit coalition of independent restaurants that maintain a forum for sharing ideas, increasing Arizona’s visibility as a culinary destination, stressing the importance of sustainability and hosting culinary driven events. She is also a board member of the Entrepreneurs Organization, a group comprised of 12,000 entrepreneurs from all around the globe, plus sits on the Grand Canyon University Colangelo College of Business Advisory Board, the Phoenix Children’s Hospital Corporate Advisory Board, the Tyrann Mathieu Foundation Board, and is also a proud “big sister” with Big Brothers Big Sisters of Central Arizona.
In 2013, Lauren was recognized by the Arizona Republic as “35 Entrepreneurs Under 35,” while in 2014, she was inducted into the Arizona Culinary Hall of Fame as Restaurateur of the Year, honored as the 2014 Food Pioneer by the Arizona Restaurant Association, and selected by the Phoenix Business Journal as “40 Under 40 – Class of 2014.” In 2015, the Phoenix Business Journal selected Lauren as the 2015 Outstanding Women in Business honoree.
Lauren was raised in the state of Indiana and has inhabited a fair amount of cities up and down the East Coast, including New York City and Nantucket. She attended Arizona State University, graduating in 2002 with dual degrees in Communication and Fine Art. In 2006, Lauren married her husband and business partner, Wyatt Bailey, in Vernazza, Italy. In her spare time Lauren travels the world, hunts for vintage treasures, creates art, cooks up amazing flavors, and spends time with the most important people in her life.
Luke is the Co-Founder and CEO of Latch, the first smart access system designed for every door. Since 2013, the company has worked with many of the world’s largest real estate companies to rethink the experience around access and last mile logistics.
Before Latch, Luke spent 4 years at Apple within the Retail and Worldwide Government Affairs practices, supporting international market expansion. From 2011-2013 he also spent time in Haiti developing emerging market technology products with support from the Clinton Global Initiative, Habitat for Humanity, and the Dell Social Innovation Fund.
He holds degrees from Georgetown University and Imperial College London, where he studied as a Marshall Scholar.
Marc has over 20 years’ experience in the Distribution industry. He previously held the position of President/CEO at Allied Supply Co. He currently holds the position of CEO and is a member of the Board of Directors. Marc graduated with honors from Touro College with degrees in Corporate Finance and Computer Science. He serves on the Board of Directors of several non-profit organizations.
Mark Lieberman joined Viamedia, the country’s largest independent TV advertising management solutions company, as president and chief executive officer in January 2014 after an extensive career in the media and technology industry.
The company now provides local ad sales for 60 MVPDs (Verizon, CenturyLink, Google Fiber, Frontier, and others), spanning 32 states in more than 70 DMAs, serving nearly one million TV ads every day.
Mr. Lieberman is also Chairman of Viamedia’s programmatic-television subsidiary, placemedia, the leading independent programmatic television supply side platform (“SSP”), enabling the buying and selling of linear TV inventory for national advertisers.
In short order, on Lieberman’s watch, Viamedia earned Multichannel News’ Innovator Award for technological developments in audience targeting and reporting; he has been named one of the CableFax 100 in 2015; and will be inducted into the class of 2016 Cable TV Pioneers at the national cable show in May.
Prior to Viamedia, Mark was the co-founder, Chairman and CEO of TRA a leading media analytics, software and research technology firm sold to TiVo. He also was the co-inventor of TRA System and is on several U.S. patents.
Earlier, Lieberman was Chairman/CEO of IVT, an e-communications software company backed by Cisco, Tudor Ventures, Allen & Co. and Sun Microsystems.
He has also served as President of About.com Ventures and Executive Vice President of Reed Elsevier Business Information, where he oversaw Variety, Broadcasting & Cable, Publishers Weekly, and MultiChannel News magazines.
In the mid-1990s, he founded Sarnoff Real Time Corp., a video server company that became DIVA systems, the first commercially viable video-on-demand provider, and he was also the Managing Director of TM Patents which focused on commercializing a portfolio of worldwide patents and applications covering supercomputing, interprocessor communications and storage technologies.
Mark served in the George H.W. Bush Administration as Associate Deputy Secretary and Assistant Secretary for Technology (Acting) at the U.S. Department of Commerce; practiced intellectual property law, and clerked for Judge Oscar Davis at the U.S. Court of Appeals for the Federal Circuit.
Mark currently serves on the board of advisors of Adfin, Inc., a real-time insights company for programmatic online advertising.
Mark’s long commitment to charity includes serving as Vice Chairman of the UJA Entertainment, Communications and Media division and as a board member of the National Jewish Center for Learning and Leadership.
In 2014, Mark was the recipient of the YJP Entrepreneur & Leadership Award given by the Young Jewish Professionals.
Mark lives in Westchester County, NY and Montauk, NY with his wife and children.
Mark A. Turner, 53, has been President, Chief Executive Officer and a Director of WSFS Financial Corporation and WSFS Bank since 2007. Mr. Turner was previously both the Chief Operating Officer and the Chief Financial Officer of WSFS. Prior to joining WSFS in 1996, he worked at CoreStates Bank, Meridian Bancorp and at the international professional services firm of KPMG, LLP.
WSFS is a multi-billion dollar, publicly-traded financial organization (NASDAQ:WSFS), the largest bank and trust company headquartered in Delaware and the Delaware Valley, and the 7th oldest bank in the U.S. Mr. Turner is privileged to be leading a Company that has been named by an independent survey as a "Top Workplace" in Delaware for the last 11 years in a row (with special recognitions for the Company's leadership, ethics, and career development), and has also been voted as the "#1 Bank" in Delaware for six years in a row.
Mr. Turner received his MBA from the Wharton School of the University of Pennsylvania, his Master's Degree in Executive Leadership from the University of Nebraska-Lincoln, and his Bachelor's Degree in Accounting and Management from LaSalle University (Philadelphia). Among other executive leadership programs, Mr. Turner has studied at National Training Labs, Aspen Institute, Gallup University, Toyota University, Center for Creative Leadership, UC Berkeley, Stanford and Buckley School for Public Speaking.
Mr. Turner is an active leader in his communities. Among others activities, he has served as: Chairman of the Board of Delaware Business Roundtable (DBRT); a member of U.S. Federal Reserve Board's Advisory Council (FAC); Chairman of the Board of Delaware Bankers Association (DBA); a member of Executive Committee of the Board of Delaware State Chamber of Commerce (DSCC); a member of the Board of Trustees of Delaware State University (DSU); was a member of the Board of Directors of Delaware Alliance for Non-Profit Advancement (DANA); a member of the Board of Advisors of Teach for America (TFA), Delaware; and a founding member of both Delaware Talent Live (DTL) and Wilmington Leaders Alliance (WLA).
Mark is a lifelong native of the Delaware Valley area. He is married to Regina, VMD, PhD, and they have two daughters, Becky, 15, and Katie, 13.
Martin Parent has been President of Ultima Foods since July 2014. He has extensive
professional experience in the fields of food processing, marketing, distribution and
sales, and has held senior management positions at companies such as Frito-Lay,
Campbell Soup and Cadbury. Martin was General Manager of Mars for the Middle
East and African regions until coming back to Canada in 2014.
A naturally charismatic leader and skillful strategist, Martin has overseen an
impressive portfolio of major projects in Australia, South-East Asia, the Middle East,
as well as in Canada.
In a highly competitive market, increasingly dominated by multinationals, Martin has
taken the reins of Ultima Foods – the only 100% Canadian owned major yogurt
company in the country. His declared objective is to ensure the growth and
sustainability of its two strong brands, iögo and Olympic. With a razor-sharp focus on
innovation and collaboration, he relentlessly seeks new approaches, and ways of
seeing and doing things. His goal is to shape our industry and positively impact
Canadians by delivering good thru brands that they trust.
He is personally committed to helping advance Autism Speaks Canada and is the
Honorary President of Special Olympics Québec 2018 fund raising dinner.
Despite his busy schedule, Martin knows how to take time to enjoy the simple
pleasures in life, including indulging in great tasting yogurt.
Mr. Rosen joined Fusion in 2000 and serves as Chief Executive Officer and Chairman of the Board of Directors. Mr. Rosen has successfully led Fusion through periods of
economic challenge as well as significant change in the communications industry, and
has been responsible for repositioning the company from a U.S.-based international
communications carrier to one of the leading global cloud services providers in the
industry. The company delivers a full suite of integrated Single Source cloud solutions to businesses throughout North America. In 2005, Mr. Rosen successfully led Fusion’s
Initial Public offering, the only technology IPO that year. Including the $27 million of
IPO proceeds, the company has raised over $1 billion since its inception, growing from a $7 million technology business to a $600 million, industry-leading cloud services company.
Prior to Fusion, Mr. Rosen was an investment banker in Merrill Lynch's corporate
finance department, where he managed more than $1.5 billion of financings, mergers and acquisitions for corporations in the healthcare, retail, media, communications and airline sectors. Later, he was named Corporate Director of Operations for Oxford Health Plans, a $4 billion healthcare organization. Subsequently Mr. Rosen joined Expanets, a communications services company that grew to more than $1.3 billion during his tenure as an executive. In addition, Mr. Rosen was a founding partner of Emerald Point Capital, a financial services firm that raised capital for a select group of top-tier hedge funds, venture capital funds, real estate funds and other alternative investment funds. He also serves as a senior advisor to a number of companies in the entertainment, retail, financial services and technology sectors. Mr. Rosen graduated from Emory University and attended the Wharton executive education program.
Michael A. Bassik is a leading digital strategist, agency executive and political entrepreneur. He is CEO of Yes and Company, a fast-growing, influential marketing and communications network, where he supports the growth and development of the network’s strategic communications, media, creative and digital agencies. He is also co-founder of DSPolitical, a leading political technology and advertising network, and is co-founder of The Dutch Sprinkle Company, a food start-up on New York City's Lower East Side. He has an unusually large collection of rubber ducks.
Myles Peacock, the CEO of CreativeDrive, a leading global content creation and production studio network, is a recognized leader and innovator of industry processes, technology and cost management.
Myles heads CreativeDrive’s global executive team’s strategy, client service and performance offerings, continuously seeking to simplify the content creation cycle for the benefit of clients and brands.
Under Myles’s leadership, CreativeDrive has gained industry recognition as a new business model that is challenging the advertising agency status quo with content ideation, creation, and production that is best of class yet easy, agile and affordable. CreativeDrive ideates, produces and delivers high-quality content quickly, at a massive scale, in any language across any channel or trend.
CreativeDrive’s collective of artists has quickly grown to include over 1,000 talented photographers, filmmakers, motion graphic designers, app developers and many other makers, creators and doers. Located in 100 studios across the U.S., Latin America, Europe and Asia, the company is strategically based in economically and culturally smart cities that inspire a fresh, creative point of view for unmatched content in any format.
Myles joined CreativeDrive from eg+ Wordwide, Omnicom's global implementation and production agency, where he was President, Americas, Global Brand Leader and original Worldwide COO and Co-Founder. He has more than 20 years of marketing communications experience across Asia, Europe and North America.
Neale S. Godfrey is a financial voice for women and a pioneer for the topic of "kids and money." Neale is a 27-time author with a #1 New York Times Best Seller, Money Doesn't Grow On Trees: A Parent's Guide to Raising Financially Responsible Children. Additionally, she is a contributor to Kiplinger and enjoys regular discussions on her newly launched web platform. Join the conversation at www.NealeGodfrey.com
Starting her journey in the financial industry with The Chase Manhattan Bank in 1972, Neale joined as one of the first female executives, and later became President of The First Women's Bank and founder of The First Children's Bank. In 1989, Neale formed her own company, Children's Financial Network, Inc., whose mission is to educate children and their parents about money.
After founding her company, Neale became the first to develop money curricula for children and young adults, Pre-K through High School, entitled The One and Only Common Sense/Cents Series, as well as a CD-ROM called MoneyTown. She currently has three iOS video gaming apps, GreenStreets: Unleash The Loot! and GreenStreets: Shmootz Happens!, which both hit #1 in the Education Gaming Category; as well as her latest app, GreenStreets: Heifer International, a wonderful collaboration with Heifer International teaching kids and parents how to connect the virtual and real worlds.
Neale has served as a National Spokesperson for such companies as: Aetna, Microsoft, Coca-Cola, and Fidelity, while appearing as a financial expert on programs, such as; The Oprah Winfrey Show, Good Morning America, and The Today Show as well as in the PBS special Your Money, Your Children, Your Life. Neale was also a former Nationally Syndicated Columnist for the Associated Press.
Neale has served on White House and Governor's Task Forces, as well as on the Board of Directors of The NY Board of Trade, UNICEF, University of Charleston, Morris County Chamber of Commerce, UN Women, and YPO. She also serves on NJ's State Employment and Training Commission Council on Gender Parity in Labor and Education as well as NJ's Science and Technology Workforce Subcommittee.
Neale helped found a YPO global entity called RISE, an international social and ecological movement and incorporated into WorldMerit (WM). WM connects Millennials in 160 countries to address global issues. She is also a faculty member of the Entrepreneurship Bootcamp for Veterans with Disabilities (EBV) and VWise, Veteran Women Igniting the Spirit of Entrepreneurship, operated by The Institute for Veterans and Military Families, The Whitman School of Management, Syracuse University. Neale has been honored with awards such as "Woman of the Year," "Banker of the Year," "Child Advocate of the Year," and the Femme Award from the United Nations. Neale was recognized as one of New Jersey's "50 Best Women in Business," was National Winner of w2wlink's Ascendancy Awards for Business Women, and has been awarded Garden State Woman of the Year fro 2011. She was the recipient of UNCF's Outstanding Community Service Award in 2012 and received the 2013 Women of Influence Award from the Commerce and Industry Association of New Jersey. Also in 2013, Neale was extremely honored to graduate from The National Security Seminar at the U.S. Army War College.
More recently, Neale earned the Muriel Siebert Lifetime Achievement Award for her trailblazing work on financial literacy, and achieved the National Honoree designation from WomenInBusiness.org. She currently serves on the Board of Advisors for DriveWealth, a registered broker/dealer with a low cost, mobile investing platform, and Greenlight, a permission-based spending card for children, giving parents the ability to "greenlight" transactions. She is also an Executive in Residence at the Columbia Graduate School of Business. Despite these achievements, what her kids really think is cool is that she was a question on Jeopardy! and an answer in The New York Times crossword puzzle.
Richard A. “Dick” Ehst is president and chief operating officer and a founder, along with Chairman and
CEO, Jay S. Sidhu, of the $10 billion-asset Customers Bank headquartered in Wyomissing, PA with offices
in Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania and Rhode Island.
Dick previously served as executive vice president, Commercial Middle Market, Mid-Atlantic Division of
Sovereign Bank, a $90 billion-asset financial institution serving eight states in Northeast U.S. He served
as Sovereign’s regional president for Berks County from 2004-2009 and as managing director of
corporate communications from 2000-2004.
Prior to joining Sovereign Bank, Dick was an independent consultant to more than 70 financial
institutions in the Mid-Atlantic region, including Sovereign, where he provided guidance on regulatory
matters, mergers and acquisitions and risk management.
As a consultant to Sovereign, Dick worked with the Commercial Development Group to identify and
develop corporate and municipal relationships for the bank.
Dick began his banking career in 1968 following his service as a United States Marine during the Vietnam
War. He attended Albright College, is a member of the Albright Board of Trustees and chairs the
Enrollment Management Committee. Dick is a graduate of the Commercial Bank Management Program
at Columbia University Graduate School of Business.
He is often asked to speak to national and international audiences on the financial landscape. He was
the keynote speaker at the 21st International Seminar on Finance in Tokyo, Japan. The seminar was
sponsored by the Japanese Financial News Network. He has also been the featured speaker at financial
conferences in the United Kingdom.
Dick currently serves as an elected board member of the Pennsylvania Chamber of Business and
Industry, and is Chairman of the Chamber’s Education Foundation. He has been a guest at the White
House regarding education-related issues.
He also serves as a Director of the Reading Hospital Health System Foundation and has served over 40
years on several professional and not-for-profit boards in eastern Pennsylvania.
Dick and his wife, Angela, reside in Reading, PA. They have five daughters and 11 grandchildren.
Robert is a food entrepreneur. He is the CEO and Founder of BOU and the former CEO and Co-owner of Metcalfe’s skinny and Metcalfe’s Food Company.
Robert grew up in London. He moved to the US for College and studied at Duke University as a freshman before transferring to the University of Pennsylvania where he graduated in May 2007. After graduation Robert joined Barclays Capital in New York as an analyst, and then returned to London in 2008 where he continued his career at Barclays Capital.
In March 2009, whilst still working in finance, Robert decided to launch a chocolate and yoghurt edamame range under the brand name Pod bites in the UK.
In an effort to have his Pod bites range stocked in itsu and Pret, Robert sent samples to both retail outlets for consideration and it was this move that captured the attention of their Founder Julian Metcalfe. With an eye for new products, Julian was impressed with Robert’s innovative range and arranged a meeting to learn more. The meeting led to the launch of Metcalfe’s Food Company in October 2010.
Robert’s business and financial leadership were integral to the success of Metcalfe’s Food Company. The Company enjoyed a compound annual growth rate of over 200% in revenues between 2011 and 2014, and reached fourth place on the Sunday Times Fast Track 100 list in December 2014 - a first for a company in the food industry. It was the fastest-growing, privately-owned food and drink company in the UK.
In September 2015, Robert and his partner, Julian Metcalfe spun Metcalfe’s skinny out of Metcalfe’s Food Company. At the time, Metcalfe’s skinny was the UK’s leading premium popcorn brand. In January 2016,
Julian and Robert sold a 26% stake in Metcalfe’s skinny to Diamond Foods (then the owner of Kettle Chips). In September, 2016, the new owner of Kettle Chips, Snyder’s, acquired the remaining 74% of thebusiness, a deal that will ensure the brand’s growth potential is maximized in the UK and Europe.
In May 2017 Robert launched BOU which is a better-for-you range of bouillon and gravy cubes that launched in the market in May 2017 with the aim of disrupting categories in the food industry that have not seen innovation in years. BOU recreates timeless kitchen staples by packing better for you ingredients into easy to use cubes that never compromise on flavor or quality. By innovating a stale category, they were able to grow into a national company overnight by securing major retailers such as Amazon, Fresh Direct, Harris Teeter, Whole Foods and over 1,500 other retailers.
Their current range of bouillon and gravy cubes are convenient and hassle-free and never sacrifice on taste or quality. They are set to launch an exciting and innovative instant, better for you range of soup cups in Q3 2018. All their products are non-GMO, made with no artificial ingredients, and have less sodium than leading brands.
Mr. Barbosa is President and CEO of Aura Minerals, a Metals and Mining company in the Americas.
Prior to joining Aura Minerals, Mr. Barbosa was the CEO of Tavex / Santista, a premium, integrated global denim producer with worldwide operations including Brazil, Mexico and the US. During his tenure at Tavex/Santista he led a successful strategic, finance, marketing and operations turnaround of the company and won the Turnaround of the year in Brazil by TMA (Turnaround Management Association).
Prior to Tavex/Santista, he was CFO of the investment holding of Camargo Correa, one of the largest conglomerates in Brazil with revenues over $10B. As CFO he spearheaded several M&A transactions, totaling over US$ 3 billion and structured and placed over $ 2.5 billion in debt. Mr. Barbosa has served as a member of the Board of leading public infrastructure companies in Brazil and worked as an investment banker for BBA Creditanstalt in Brazil. In North America, Mr. Barbosa has worked for PotashCorp. In 2017 he was invited to lead a transformation project at Aura Minerals Inc.
Rodrigo graduated with a degree in mechanical engineering from Universidade Mackenzie (Sao Paulo, Brazil and holds an MBA from University of Southern California. Rodrigo Barbosa is also member of YPO (Young Presidents Association) and is fluent in Portuguese, English and Spanish.
As president & COO, Ronald Kasner is responsible for centralizing all operations, including sales, marketing, customer service, talent, corporate infrastructure and product development. With more than 14 years of executive leadership experience, he drives iCIMS’ efforts to accelerate organic growth while remaining internally funded.
Kasner first joined iCIMS in 2010 as the chief corporate development officer and general counsel. He most recently served as the chief financial officer at iCIMS for over three years and was responsible for the general and administrative operations of the business, including finance and accounting, infrastructure shared services, talent and legal affairs.
Since Kasner arrived, he has helped grow the company’s employee base from 100 to approximately 700. iCIMS has since been named one of the Best Places to Work nationally by Glassdoor and in New Jersey by NJBIZ. At the same time, iCIMS’ annual recurring revenue (ARR) grew by more than five times, reaching $100 million in 2015. Kasner will continue to lead the team in its next phase of growth as it aims to exceed $250 million in revenue and win the market as the largest talent acquisition software provider.
Kasner holds a BS in Commerce with Distinction from McIntire School of Commerce from the University of Virginia and a Juris Doctorate from Harvard Law School. He was named CFO of the Year in 2014 by the New Jersey Technology Council. As an accomplished strategic and operational leader, he also advises other executives on strategic planning, operational excellence, and scaling fast growth businesses.
"Kaizen is my core value, both personally and professionally. With an analytical mindset, I’m always focused on ways to incrementally improve quality and productivity, delivering a greater impact on the business."
Mr. Gupta leads IKS Health as the company’s first Chief Executive Officer, President, and member of the Board of Directors. Mr. Gupta co-founded IKS Health in 2007 with the goal of building the leading technology enabled process optimization business that helps healthcare providers operate more efficiently. Armed with a unique blend of entrepreneurial spirit, executive acumen and strategic vision, Mr. Gupta continues to shape and lead the organization on the path of rapid growth and success.
Prior to founding IKS Health, Mr. Gupta served as a Director of Strategic Accounts at Lionbridge Technologies (NASDAQ: LIOX), a leading technology enabled service provider. Mr. Gupta led the healthcare provider initiatives at Lionbridge which included partnering with Beverly Enterprises (now Golden Living) in its very successful financial turnaround. Mr. Gupta has a successful history of working in and/or building technology enabled organizations such as Majoris (now Valtech), Rolta and Selectica that enabled Fortune 500 Enterprises to operate more efficiently.
Scott Rosen is Chief Executive Officer at Visible Alpha. As a former sell-side analyst, Scott previously founded one of the first electronic research
distribution platforms, was director of research for I/B/E/S, a senior executive at Thomson Financial where he ran the First Call research business among other roles, and entrepreneur-in-residence for TheMarkets.com.
Proud father and husband, curious world traveler, (retired) long distance runner, Keynote speaker, philosopher, soccer player and Chief Motivator. Chairman and CEO of Wayside Technology Group, (NASDAQ: “WSTG”). Joined the company in January 1998. Worked my way up, started as European Controller, promoted to Chairman and CEO in 2006. Started career at Ernst & Young in Amsterdam, Holland.
A graduate of the Advanced Management Program at the Harvard Business School, I also serve on the board for the New Jersey Technology Council (NJTC) (Chairman of the board 2007- 2015). Received the Ernst & Young Entrepreneur of the Year® 2011 Award in the Technology Services Category and I'm a member of the President’s Leadership Council of Stevens Institute of Technology. Black belt in Taekwondo, I ran a lot of marathons and some ultra-marathons; longest running race completed was a 100KM race.
Stan Jewell has spent his career helping businesses accelerate growth and profitability. He has done this with startups, turnarounds, and mature companies, both domestically and internationally. Early in this path, Stan realized that he would never achieve his ambitions without surrounding himself with talented teams. Since then, he has dedicated himself to building great teams and motivating them to achieve unexpected success.
Stan is currently the President and CEO of Renfro Corporation, the world’s largest sock company. Renfro has operations in North Carolina, New York, California, Alabama, and Tennessee, as well as in Canada, Mexico, China, Japan, India, and Netherlands. Renfro’s brand portfolio includes New Balance, Carhartt, Smartwool, Polo/Ralph Lauren, Fruit of the Loom, and many others.
Prior to joining Renfro, Stan spent ten years with VF Corporation, most recently serving as its President for Central/South America. VF’s brands include Vans, Timberland, The North Face, and Wrangler.
Stan lives in North Carolina with his wife and four children.
Steve Busby is the CEO and Senior Managing Director of Greenwich Associates, the leading provider of global market intelligence and advisory services to the financial services industry. Since 2010, Steve has lead the Firm's continued growth and expansion with a clearly defined vision and strategy for delivering the highest quality data and insights specific to clients’ most critical needs. He has been with Greenwich Associates since 1991 and was previously head of marketing and business development, the custom research and consulting practice and a senior consultant in the Firm’s banking practice in the United States and Europe. Steve received his BA in English Literature from Colgate University and his MBA from the Kellogg School at Northwestern University. He is frequently quoted in American Banker, Bloomberg, Financial Times, Wall Street Journal.
Stewart A. Kohl is Co-Chief Executive Officer of The Riverside Company, a global private equity firm founded to invest in premier companies at the smaller end of the middle market. Since 1988, Riverside has invested in more than 440 companies in North America, Europe and the Asia-Pacific region. The firm's investors include leading pension funds, endowments, funds-of-funds, insurance companies and banks.
Mr. Kohl joined Riverside in 1993. Prior to that, he was a vice president of Citicorp Venture Capital, Ltd., the private equity arm of Citibank. Under the guidance of Mr. Kohl and Co-CEO Béla Szigethy, Riverside has grown to manage more than $5.5 billion in assets. The firm employs more than 200 people in offices across North America, Europe and the Asia-Pacific region.
In addition to his work with Riverside, Mr. Kohl is engaged in the following civic activities: Oberlin College Board of Trustees; Co-Chair of the Museum of Contemporary Art Cleveland Board of Trustees; the Cleveland Clinic Board of Trustees, Wellness Institute Leadership Board, and Co-Chair of the Cleveland Clinic Capital Campaign. Mr. Kohl is also the founding donor of VeloSano, a charity cycling event that has raised $8 million for cancer research at the Cleveland Clinic Taussig Cancer Institute since 2014.
Mr. Kohl was inducted into the Ohio Foundation of Independent Colleges Hall of Excellence in 2009. He previously served as Co-Chair of the Building for Hope Capital Campaign of the Center for Families and Children. For 16 years, he was a "Heavy Hitter" participant in the Pan-Mass Challenge bicycle fundraiser for the Jimmy Fund of the Dana-Farber Cancer Institute.
Mr. Kohl holds a BA from Oberlin College (1977) and resides in Shaker Heights, Ohio with his wife, Donna, where they enjoy spending time with their daughter and six grandchildren.
Ted Lerman is the CEO of a group of companies owned by the Lerman family. The family owns four companies that primarily are in steel processing and fabrication. The names of the companies are Steel Warehouse, Lock Joint Tube, Wright Metal Crates and SFI. Combined, the companies have revenue in excess of $1 Billion annually. The family also owns an investment company (A&F Realty) that has ownership in unrelated businesses such as Real Estate and Health Care.
Steel Warehouse is a family-owned steel service center whose headquarters is based in South Bend, Indiana. In 1947, Steel Warehouse began in a small rented building with a used shear, rented lift truck, lots of manual labor and a plan to liquidate steel from a toy building venture. Shortly thereafter, other opportunities seized by company founder and president Nate Lerman set Steel Warehouse on a path of growth, innovation and industry leadership.
Today, Steel Warehouse has 14 steel service center locations throughout the United States, Mexico and Brazil. Steel Warehouse ships more than 1.4 million tons annually to its list of customers that includes the likes of John Deere, Caterpillar and Toyota Lift Truck.
Lock Joint Tube was purchased in 1991. Out of 4 different locations, LJT presently sells steel tubing to many industries including office and school furniture; exercise equipment; truck and trailer; oil and gas; automotive; health care; and the ATV market, etc.
Wright Metal Crates makes steel packaging equipment for the lawn mower industry and crates get leased and reused.
SFI is a fabrication business serving various industries with fabricated components (laser burned, welded, painted and stamped parts).
Mr. Lerman graduated from Indiana University with a degree in business. He has a CPA and started his professional career in the accounting & finance field. He has worked for the family business since 1988.
He received an MBA from New York University in 1982. Mr. Lerman ran Lock Joint Tube from 2008 – 2015. He spent 1 year as Chief Operating Officer at Steel Warehouse before becoming CEO of the whole enterprise in 2017. He is married with five children.
Thomas E. Jorden was named President and Chief Executive Officer of Cimarex in September 2011 and Chairman of the Board in August 2012. Mr. Jorden previously served as Executive Vice President of Exploration since the formation of Cimarex in December 2003 and held that same position at Key Production Company, Inc., Cimarex’s predecessor. He joined Key in November 1993 as Chief Geophysicist and later as Vice President of Exploration (October 1999 to September 2002). Prior to joining Key, Mr. Jorden was with Union Pacific Resources and Superior Oil Company. He is a graduate of the Colorado School of Mines where he earned B.S. and M.S. degrees in Geophysics. Mr. Jorden serves as Chairman of the Board of Trustees for the Colorado School of Mines.
As the Chief Executive Officer of Bancroft, one of the largest human services provider in NJ/PA, Toni Pergolin has positioned the organization for a strong and sustainable future by growing and diversifying the services and programs provided for people with intellectual and developmental disabilities, autism and those in need of neurological rehabilitation.
Programs and supports include a wide range of programs for children and adults, including the flagship Bancroft School along with early education special-education school, vocational and day programs for adults, more than 200 homes and apartments in New Jersey, Delaware and Pennsylvania. Bancroft also works in partnership with many businesses and community organizations to provide employment and volunteer opportunities for those Bancroft serves.
Most recently, Ms. Pergolin spearheaded the largest expansion and construction project in the 134 year history of Bancroft leading to the opening of the 80 acre Raymond & Joanne Welsh Campus in Mt. Laurel featuring a 175,000 sq ft state-of- the-art facility. Ten years in the making, the campus includes The Bancroft School, Lindens Center, with Campus Residential Treatment Programs and an unprecedented Activity Center, all designed to set a new standard of care in providing the highest level of service and recreation for students. The campus opened in January 2018 as a destination of hope for the greater autism community throughout the state and well beyond.
Under Ms. Pergolin’s leadership, Bancroft expanded neuro-rehabilitation and brain injury services with four locations in New Jersey - Mount Laurel, Cherry Hill, Plainsboro and Brick - providing outpatient, acute medical day and residential services.
She currently serves on the boards of Our Lady of Lourdes Health Care Services in Camden, Fulton Bank of New Jersey, South Jersey Chamber of Commerce, Peirce College and the Forum of Executive Women. She also serves as a member of the Healthcare Advisory Council of the Free Library of Philadelphia.
Ms. Pergolin received the Campbell Soup Extraordinary Leadership Award and also was awarded the first Corporate/Business Award by Maria's Women United. She has been recognized for her leadership in many publications including SmartCEO Magazine, Philadelphia Business Journal, SNJ Business People, SJ Biz Main Line Today and received recognition for advancing women's equality.
Prior to joining Bancroft, she worked at the University of Pennsylvania Health System for 14 years in various positions, including Chief Financial Officer for Pennsylvania Hospital.
Ms. Pergolin received her undergraduate degree in accounting from Pennsylvania State University and her master's in health administration from Saint Joseph's University. A certified public accountant, she resides in the Greater Philadelphia area with her husband and two sons.
Uri Levin is the President and CEO of Israel Discount Bank of New York (IDB Bank ® ). Mr. Levin brings years of experience to IDBNY after serving at various high-level management positions in the global financial industry. He joined IDBNY’s Parent Bank, Discount Bank Ltd. in Tel Aviv, Israel in 2014 where he served as Chief Financial Officer, Head of Planning, Strategy, and Financing. Previously, Levin managed a global financial services group as CEO at ISP Group in Israel and Switzerland. Prior to that, Levin was an Executive Vice President at Bank Hapoalim, in charge of corporate marketing, business development and strategy. His education and distinguished background have helped him prepare for his many leadership roles. A graduate of the Israeli Air-Force Aviation Academy, he went on to study engineering and computer science at Tel Aviv University before earning his MBA at the London Business School.
Bill is the Managing Partner and Chief Executive Officer of WithumSmith+Brown, PC, and has been a member of the firm's management for over 30 years. He is a licensed certified public accountant in New Jersey, New York and Florida, as well as a Chartered Global Management Accountant (CGMA), specializing in merger and acquisition services and international business.
A graduate of Richard Stockton College of New Jersey with a bachelor's degree in accounting,
Bill joined Withum in 1980. He is a member of the American Institute of Certified Public
Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA).
He has also demonstrated a leadership role in expanding the firm's global capabilities, serving
as a current executive committee member of HLB International and as the former chairman of
Nexia International USA - both of which are worldwide networks of independent accounting
firms and business advisors.
Bill’s professional and philanthropic involvements at both the local and state levels are
exemplary. He is currently a member of the Executive Committee of the Board of Trustees of
the Francis E. Parker Memorial Home; Treasurer of the Hyacinth AIDS Foundation; and a
member of the Executive Committee of the Board of the NJ State Chamber of Commerce. Bill is
former Chairman and current Treasurer of the New Brunswick Cultural Center, Inc., and former
Chairman of the George Street Playhouse. In 2010, Bill received the Thomas H. Kean Arts
Advocacy Award, honoring him for his dedication to the arts. Past roles include Vice President
of Ocean Day School, Inc. and membership with the Kiwanis Rotary and the Jaycees. In 2002,
he was appointed to serve on the BEST Commission (Budget Efficiency Savings Team) for the
state of New Jersey. A longtime Treasurer and former Chairman of the Middlesex County
Regional Chamber of Commerce, Bill was honored by the MCRCC as a “2002 Community
Leader of Distinction.” He has also coached his children’s little league, basketball and in-line
Bill has appeared on several television and radio programs discussing topics related to
leadership and business management, including appearances on Steve Adubato’s television
show, “NJ Caucus,” News 12 New Jersey television show, "New Jersey Business", and
Executive Leaders Radio. He is frequently quoted in accounting and business publications, and
has authored many articles over the years on topics ranging from fixed asset management to
mergers and acquisitions to leadership within the profession.
Bill is a "local" at the Jersey Shore, residing in Monmouth County, NJ.
Mr. Sandbrook is a 1979 graduate of the U.S. Military Academy at West Point. After receiving his Bachelor of Science with concentrations in management and applied science he spent thirteen years in the U.S. Army.
Bill’s service included a four-year tour in Germany in cavalry and engineering units, three years as an Associate Professor in the Department of Mathematics at the Military Academy and two years as the Army Program representative to Raytheon. While teaching at West Point, Bill also served as a social aide to President Ronald Reagan and earned his Professional Engineer’s License (PE) in Industrial Engineering.
In addition to his qualifications as an Army Ranger, Bill earned four Master’s Degrees while in the service. He received an MBA from Wharton, a Master of Science in Systems Engineering from the University of Pennsylvania, a Master in Public Policy from the Naval War College and Master of Arts in International Relations from Salve Regina University.
Bill joined Tilcon New York as Vice President in 1992 and became President and CEO three years later. In 1996, Tilcon was acquired by Oldcastle Materials. In recognition of his efforts at Ground Zero after the September 11th bombing of the World Trade Center, Bill was named the Rockland County, New York 2002 Business Leader of the Year, the Dominican College 2002 Man of the Year and the American Red Cross 2003 Man of the Year for Southern New York.
Bill was appointed President of Oldcastle Materials’ West Division in 2003. In July 2006, Bill was promoted to CEO of Oldcastle Architectural responsible for the group’s U.S. and Canadian operations as well as CRH’s businesses in South America. With more than 7,000 employees under his leadership, Oldcastle Architectural’s annual revenues exceeded $2.1 billion in 2007.
In June 2008, Bill was named CEO of Oldcastle’s Americas Products & Distribution with continued responsibility for Architectural Products in addition to all Precast, Glass, Metals and Distribution businesses. Oldcastle P & D’s revenue peaked in 2008 exceeding $7 billion with an employee count in excess of 20,000.
In August 2011, Bill was chosen to be the President and Chief Executive Officer of U.S. Concrete, Inc. The company is publicly traded on the NASDAQ under the symbol USCR. U.S. Concrete operates 180 standard ready-mixed concrete plants, 17 volumetric ready-mixed concrete facilities, and 19 producing aggregates facilities in California, New York, New Jersey, Oklahoma, Pennsylvania, Texas, Washington, D.C, U.S. Virgin Islands and British Columbia, Canada. Under Bill’s leadership the company’s share prices has risen from $2.00 in 2012 to over $85.00 in 2018.
In 2017, Bill was awarded the Lifetime Achievement Award by the New Jersey Concrete and Aggregate Association. In March of this year, Bill will receive the William B. Allen Award from the National Ready Mixed Concrete Association in recognition of his lifetime commitment and outstanding leadership to improve the financial health, performance and sustainability of the ready mixed concrete industry. Additionally in March, Bill will be inducted into the Pit & Quarry Magazine’s Hall of Fame.
Bill is a frequent on air contributor to numerous programs on The Fox Business Network, CNBC and Bloomberg.
Yosef’s love for innovation led him into the box subscription phenomena. In 2013 BoxyCharm was developed and launched. BoxyCharm is a full-size beauty and makeup subscription box. The Business model consists of paying beauty companies full manufacturing costs for their products. In addition to that BoxyCharm, provides beauty brands a $0 cost marketing campaign and engagement with a highly enthusiastic consumer base.
BoxyCharm has allowed Yosef to engage the Millennial and Generation Z market. He has built relationships with major beauty brands and influencers also known as YouTube “vloggers.” He has utilized these relationships to catapult BoxyCharm’s success.
Yosef core values in business are: attention to detail in every aspect of the business, the use of technology is paramount, never compromise on anything and stay innovative based on trends.
As an investment opportunity Yosef sold a piece of BoxyCharm however, he is the majority shareholder.
For well over a decade, Alen Gershkovich has personally brought success to countless construction projects in the greater New York City area. Alen began his career in construction management as a project manager, where he gained the hands on knowledge needed to grow a successful company. After his experience as a project executive, Alen founded his company, Inspiron Construction Management. Alen was personally in charge of overseeing the construction of Luna Park, an amusement park in Coney Island, Brooklyn as well as, Luna Park – Site B, Scream Zone which were Inspiron’s first projects. Now complete, They both stand as a symbols of great success, both for Inspiron Construction Management and the City of New York.
Alen has led Inspiron Construction Management to the completion of numerous renowned projects throughout the city and outer boroughs. Some of Inspiron’s most notable projects include the 80,000 square foot interior renovation for Fashion company Eileen Fisher’s corporate offices. Phase I of the Brooklyn Mirage, an 80,000 square-foot night club and event space in East Williamsburg where Alen has been personally responsible for leading the team to an extremely fast pace successful opening which was covered by the New York Times. An interior gut renovation on behalf of the Permanent Mission of the State of Kuwait to the United Nations. And Inspiron’s first Passive House certified residential project in the Hamilton Heights neighborhood of Harlem.
Alen’s Accomplishments Include:
— BA in Industrial Economics from Union College
— MBA in Construction Management from New York University
— MA in Business Administration from Union College
— Wexner Fellowship member
— R.A.J.E. Board member
— New York Real Estate Journal Executive of the month
— Recipient of the Russian American Jewish Experience Leadership Award
— Adjunct Lecturer at Union College Graduate School
Andy has many attributes and assets as a high level CEO in financial services. As President of Selective Benefits Group, he has built a company dedicated to corporate retirement plan consulting and 401(k) and 403(b) plan management services for business owners, professionals, and individual plan participants. As a Certified Financial Planner he has over 30 years of experience in the insurance, investment and financial services industries.
He shares his experience in solving the challenges of plan implementation, communication and administration. His success in the retirement industry as both an investment advisor and industry transformer have guided the evolution of Selective Benefits Group's newest venture, theXperience™ . Through unique interactive enrollment meetings, theXperience™ creates exceptional client relationships, nurturing the employer/employee connection and offering a systemized process to engage participants - resulting in the overall success of the plan.
An Investment Advisor Representative offering securities and investment advisory services through Ameritas Investment Corp. (AIC), his licenses include life, health and FINRA Series 6, 7, 24, and 63. He is a member of the Fairleigh Dickinson University Board of Advisors and a member and past Chapter Chairman of New Jersey Young Presidents' Organization (YPO) where he was awarded the international recognition of YPO Legacy for Leadership.
Andy earned his bachelor's degree in Finance and Economics from Hofstra University, graduated from the College of Financial Planning and completed the President's Program in Leadership from the Harvard School of Business with an Alumni status. He is the author of three books and numerous trade publication articles and is a frequent speaker at industry association and other events.
David Bagatelle, Executive Vice President and President of New York Metro Markets for
Sterling National Bank, which specializes in the delivery of highly personalized banking
services for small to mid-size businesses, professional service firms, not-for- profits,
governmental entities as well as business owners, their families, and consumers in
communities within the New York Metropolitan area. On March 3, 2017, Sterling
Bancorp and Astoria Financial Corp announced a definitive merger agreement, which
will result in a diversified commercial lending bank, with approximately $29 billion in
assets, a solid capital foundation, and a broad footprint in the marketplace. Expected
closing date is 4 th quarter 2017.
David is responsible for all of the bank's business activities in New York City and New
Jersey. He actively manages the commercial teams in those regions in line with
Sterling’s team-based relationship banking model, in which compact teams provide full
service to their clients and are led by a relationship manager who acts as a single point
Ed is responsible for overall agency leadership and has been instrumental in both driving Peppercomm’s business success over the last 20 years and securing its position as the No. 1 Workplace in New York, 2012 by Crain’s New York Business.
He continues to lead the agency in its evolution from a strategic public relations firm to an integrated communications and marketing agency. Ed has led the firm’s acquisition strategy over the last five years and continues to provide overall direction to operations, finances, new services development, client service, new business and broader strategy.
Ed was named on B2B Magazine’s Who’s Who list and was a finalist for Ernst & Young’s prestigious Entrepreneur of the Year award. Ed provides expert
commentary for such media as: CNN, FOX News, Marketing
News, BrandWeek, Fast Company, Entrepreneur, Inc., PRNews and PRWeek. His passion for continual innovation led to Peppercomm’s creation and growth of its measurement and research offerings. He serves as a trustee for Drew University, is a board member of the Council of PR Firms Counselors Academy, and sits on the planning committee of the Council of PR Firms. His nonprofit work includes board positions with Little Kids Rock and My Good Deed.org.
Eugene Holtzman is the founder and President of Mitchell Martin. Eugene founded the company in 1984 after he recognized the ever rising demand for professional staff in the field of Information Technology. Gene has a background in operating non-profit organizations and in the field of social work. Just two years before establishing Mitchell Martin, Eugene entered into the staffing industry. Gene's commitment and passion for helping people is what drove him toward the recruiting field; his aim was to improve the hiring process for companies in need, while simultaneously helping qualified professionals discover outstanding, one-of-a-kind, employment opportunities.
Gene is also the co -founder of Talent Tech Labs, an Accelerator for startups who are building new technology in the area of "talent acquisition technology." TTL's goal is to educate Talent Acquisition leaders in new ways to attract, evaluate, deploy and retrain great talent.
A native of Bronx, New York, Eugene earned a Sociology/Political/Science degree at Queens College. He later earned his Masters degree from C.W. Post College in Public Administration. Eugene is commonly cited by a variety of trade publications as an innovate in staffing; he has consulted with numerous CIO's in relation to compensation, recruiting, retention and on the utilization of various professional search technologies. Gene's profound knowledge of the industry, his insights, and his personal views are what has led to the ultimate success of Mitchell Martin: a company which is now a leading staffing provider in the fields of Healthcare and Information Technology.
Joel Greenwald is a dynamic attorney and a Managing Partner at the law firm of, Greenwald Doherty LLP. Greenwald Doherty is often considered management’s in-house employment law firm. They are not only preventative counselors, but also seasoned litigators. Altogether, they advocate, protect, and partner - so your focus is your business.
Jonathan Greenhut is a serial entrepreneur, starting over 10 companies in the past 25 years with combined sales of over $900 million. Jon’s expertise is in the development and marketing of health and cosmetic products through direct-to-consumer efforts. He currently is the Chief Executive Officer of True Earth Health Products and Health Solutions Marketing. These companies have been recognized by Inc. Magazine and Ernst & Young, The Golden Bridge Awards and the American Business Awards.
Kirsten Bay is redefining what it means to be a fearless leader in the technology industry. She is an accomplished, bilingual executive, transforming the cyber security space. As President and CEO of Cyber adAPT, she leverages more than 25 years of experience, leading her team with risk intelligence, information management, and policy expertise across a variety of sectors.
Throughout her career, Kirsten has been appointed to a congressional committee developing cyber policies, initiatives and recommendations for the intelligence community. She has developed recommendations in partnership with the Center for North American Studies (CNAS) and Center for Strategic and International Studies (CSIS) for The White House energy policy, and collaborated on information studies for MIT-Harvard and several federal agencies. She has gone before a parliamentary subcommittee on recreating trust in the global economy, presented national security and critical infrastructure concepts at conferences such as Black Hat, Secured Americas, Enterprise Architecture Institute, SC World Congress, and the Eurim Information Management Committee. She has also spoken on applied economics and its relationship to both cyber and national security around the world.
Kirsten is a self-proclaimed ‘serial student’. Her current membership of the Alliance of Chief Executives feeds her perpetual drive to learn and share insight with peers; an inspirational trait she models for her Cyber adAPT team.
In previous executive roles for ISC8, Attensity Group, and iSIGHT Partners, she has led companies through corporate restructuring, risk and corporate intelligence product launches, and company turnarounds, respectively.
With a BA in English and German from the University of Oregon, let’s just say she will correct your grammar in multiple languages.
Larry has been President and CEO of Axis since he founded it in 1991. A graduate of Duke University and The University of Pennsylvania Law School, Larry quickly realized that his entrepreneurial spirit and creative energies were not being harnessed working in law-related fields. With a few good ideas, a lot of enthusiasm and a share of naiveté, Larry began Axis with a mission to develop a full-service promotional products company that focused on delivering creative solutions and not merely selling products. It is all about the strategy behind the products. Our tag line says a lot about what drives us - 180 Degrees From Ordinary.
At Axis, we are passionate about helping the best brands in the world tell stories. Stories that solve problems. Stories that change behaviors. Stories that are told on tangible products that leave a lasting impression.
From humble beginnings around his kitchen table, Axis’ has grown to over 70 employees with offices in New York City, White Plains, New York, Boston, Massachusetts and Chicago, Illinois. AXIS’ client base covers an exceptionally broad cross-section of industries (Pharmaceutical, Entertainment, Financial, Beauty and Fashion, Publishing and Sports) including companies such as American Express (under contract nationally). Axis has been named Counselor Magazine’s Top 40 Distributors five years in a row, Promo Marketing Magazine Top 40 Distributor, 4 Gold 2015 PPAI Awards, SAAGNY Distributor of the Year, and PPB’s Greatest Companies to Work For. Axis now ranks as one of the top promotional merchandising agencies in the United States.
When Larry is not busy growing Axis, he is lending his expertise serving on the board of the Promotional Products Association International, PromoKitchen Advisory Board, Peernet Marketing Committee, and former chair of the North American Leadership Conference.
Benhar Office Interiors is a full-service office furniture dealer in NYC, with Herman Miller being their
premier line. Mark is responsible for the overall leadership and management of the firm. Since 1985, his
industry experience has taken him from account executive for a small dealership to Founder and
President of one of New York’s largest dealerships. Mark has become one of the leading professionals in
the New York market and is recognized for his solid and professional reputation with vendors, clients
and competitors. More importantly, Mark and his management team have created a great organization
where the employees are highly regarded and company culture and values are very important. Mark has
been quoted to say “Without a vision, culture and values we wouldn’t be a company and by trying to
embody these things everyday not only are we a company but a family”.
Benhar Office Interiors helps organizations attract and retain top talent and build Dynamic work places
with the use of over 200 manufacturer’s lines of furnishings and architectural products. Being partnered
with Herman Miller, one of the world’s leading furniture and design companies really helps Benhar set
them apart from their competitors.
Having managed over 10 million square feet of projects throughout his career, Mark prides himself on
his honest approach to business partnering, his knowledge of the industry and the relationships he has
built. He is a member of Vistage, a founding member of YJP’s CEO division, C2C and Corenet Global. All
these organizations help him always improve as a leader, coach and business partner.
Mr. Cohen is President of the Tri-State Region. When the firm operated as GVA Williams, Mr. Cohen was the third generation of his family to head the firm, which was founded in 1926. He chaired GVA Williams’ Executive Committee and was the founding partner and Chairman of GVA Worldwide Ltd., GVA Williams’ strategic partnership of leading real estate firms serving 120 business capitals on five continents.
Mr. Cohen is a partner in the ownership of numerous New York City office buildings, including 57 West 57th Street, 28 West 23rd Street and 655 Madison Avenue. In this capacity his responsibilities include overseeing leasing, management, and, in some cases, the restoration, redevelopment and repositioning of properties. In his capacity as GP, Mr. Cohen has overseen numerous construction projects including:
• New Lobbies, HVAC plant and historic restoration of 28 & 40 West 23rd Street
• Pre-built office suites ranging from 1,000 to 12,000 rsf at 57 West 57th Street and 655 Madison Avenue
• Base building demolition and white box infrastructure (bathrooms, HVAC, windows, flooring, etc) of hundreds of thousands of square feet
Mr. Cohen also represents a wide range of clients regionally and nationally. He represents SS&C Technologies on a global basis. For SS&C, Mr. Cohen and Colliers provide a wide range of project management and construction services and has overseen tenant installations totaling over 100,000 rsf.
Mr. Cohen graduated from the University of Pennsylvania.
Mr. Cohen is on the Board of Directors of several organizations. He serves as Vice-Chairman of the Board of the Flatiron/23rd Street Partnership and also serves on the Boards of: The Roundabout Theatre Company, the Jewish National Fund of Greater New York and YPO Metro NY/YPO Gold Big Apple. He is also a past Chairman of the Board of Housing and Services Inc. and past President of Young Presidents’ Organization NY Metro Chapter. Mr. Cohen is also a Tony Award winning Producer of “A Gentleman’s Guide to Love and Murder”.
Mike was named to his present position in 2009. Prior to that, he was Executive Vice President responsible for new business development and sales training, and he was a member of the senior management steering committee. He most recently led Sandy through a management buyout and is a majority owner of the company.
Mike graduated from the Rochester Institute of Technology in 1980 with a B.S. degree in Printing
Management. Upon graduation, he joined the sales training program at The Press of A. Colish, Inc. in Mt. Vernon, NY, where he became Director of Sales in 1988. In 1988, A. Colish completed a merger with Americom Graphics in Elmsford, NY, where Mike continued sales and management responsibilities as Senior Vice President. In 1991, he was instrumental in completing the Sandy Alexander acquisition of Americom Graphics and later became Executive Vice President of the new organization.
Mike has been a speaker at many industry events and provides insight to graphic communication companies regularly. In 2011 he was awarded both the Printing Industries of America Power of Communication Award and the Luminaire's Award. In 2012 he was named to the Printing Hall of Fame.
Mike resides in New City, NY with his two children, Melanie and Andrew, and his companion Sharon Jacobson. He has been a firefighter for more than 28 years and served as Chief for six of those years. He is dedicated to the graphic arts industry, serves as a consultant and is an educational speaker for the graphic industry. Mike enjoys boating, woodworking, biking, photography and shotgun sports.
Michael leads the New York office of Manchester Capital Management. He is a member of the Investment Committee and the Executive Team and provides customized portfolio management and advisory services to Manchester Capital’s clients.
Michael is the former CEO of Bank Hapoalim Switzerland, a Private Bank with $10B of assets under management. Prior to that, Michael was CEO of PAM Global Investments, an asset management firm. He has held several executive positions at the Citibank Private Bank, was a co-founder of the Citibank Family Office, and has established or directed investment advisory, asset management and trust businesses in the U.S., U.K., Ireland, Jersey, Luxembourg, Israel, Hong Kong, and Singapore.
Michael earned a B.Sc. from the Massachusetts Institute of Technology, and an M.B.A. with honors from Columbia University. He is a CFA charter holder, a member of the World Presidents’ Organization, and a founding member of the YJP CEO Forum and of the Chairman’s Council of the Institute for the Fiduciary Standard.
Manchester Capital Management (MCM) is, and has been since its inception, a Private Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM’s thirty three experienced professionals care for three billion dollars on behalf of forty families. MCM diligently establishes and oversees tailored global investment portfolios, including traditional securities, alternative strategies and directly-owned real estate. MCM’s expertise extends to trust and estate work, financial education and planning, philanthropic endeavors and family meetings. MCM families value authenticity, sincerity and commitment.
Mitch launched Vitals in 2008 after personally experiencing the complexity of finding a qualified physician for his knee surgery. For its first seven years, Mitch served as CEO, growing Vitals.com to over 10 million monthly visitors and a 65 percent compounded annual revenue growth rate. He now serves as Chairman of the company.
Prior to Vitals, Mitch started more than a half-dozen businesses, including Raspberry Red Marketing, NetWorks, Tuff Rhino, Awards.com, RUSS CandyBears and Time Warner Viewer's Edge. He has also been involved in the rapid growth of Popcorn Indiana, Blue Moon Mexican Cafe and IT'SUGAR.
Mitch has an MBA, with honors, from Columbia University and an MA (Phi Beta Kappa, Summa Cum Laude) from Queens College in New York.
Norm Merritt is Founder and CEO of MAP: Merritt Advisory Practice, a consultancy with a unique business model – making investments in businesses that MAP then helps through hands-on, operationally intensive consulting and advisement. MAP is currently working with several companies, advising, investing and leading efforts to disrupt the status quo by applying technology in innovative ways. Norm and his team have extensive operating experience: Prior to MAP, Norm was President and CEO of ShopKeep, a software-as-a-service business that is transforming small business retailing, where, under his leadership, the company tripled its revenue in 18 months while retooling for scale and growth. The company also acquired and integrated two bolt-on acquisitions.
Prior to ShopKeep, Norm was CEO and President of iQor, a $500M business process outsourcing firm made up of 17,000 employees working across 39 centers in 7 countries. As CEO and earlier as COO and CFO, Norm oversaw the technology driven turnaround of the firm, taking a company that was losing money in 2003 and turning it into one that earned over $68M in EBITDA in 2013. This overhaul involved a re-branding of the company, as well as a restructuring of the business using technology to drive change to even mundane processes. Norm also spearheaded several acquisitions and integrations.
Prior to iQor, Norm was President of MortgageIT, an online mortgage company . He founded and launched SkillGames, a Walker Digital / Disney collaboration. Norm was President of Universal Studios Travel and EVP of Sales and Travel Operations for Universal Studios Florida and head of Strategic Planning for Walt Disney Attractions. Norm also served as Chief Financial Officer of publicly-traded Quality Systems, Inc., a turnkey systems provider focused on the medical and dental markets. He also served as Chief Financial Officer of D.A. Porter Advertising and Marketing where he helped turn the struggling company around.
After graduating cum laude from Brigham Young University, Norm worked as a Senior Accountant in the Emerging Business group at Arthur Andersen & Co., during which time he received his CPA certificate, and later, his MBA from Harvard University.
Perry S. Fine has been working for Triangle Services, Inc. since 1980 where he is currently a principal owner with his brother, Lonnie Fine. Triangle Services, Inc. is part of the umbrella of Triangle companies, which is uniquely qualified to provide managed support services with a focus in the Facilities, Aviation, and Transit industries. With over 3,000 employees, Triangle's comprehensive umbrella provides site specific service delivery approaches for:
Integrated Facility Support Services: operations and maintenance, janitorial services, security services, conveyance systems, HVAC, electrical, lighting and plumbing systems, facility equipment, heavy cargo equipment, building access systems, dimensioning systems, bar code systems and automated building controls;
Aviation Support Services: above wing services such as passenger agent services, wheelchair; and below wing services such as loading of commercial aircrafts;
Transit Support Services: cleaning and maintenance of bus shelters, Maintenance of ground level advertising along roadside, and maintenance and protection of traffic (MPT);
Technology-based solutions provider assisting a broad range of clients with a unique blend of production, mailing & fulfillment services supporting a diverse portfolio of clients throughout the United States.
Perry started a real estate company in 1995 which has acquired properties ranging from 6-story walk-ups in New York City, office buildings on Long Island, ground-up development of condominiums, and investments with leading real estate owners.
Perry holds a Real Property Administrator (RPA) designation from the Building and Owners Management Association (BOMA), a Certified Property Management (CPM) designation from The Institute of Real Estate Management (IREM), and a Masters in Real Estate from New York University (NYU). His undergraduate studies focused on Accounting and Computer Science. He has continued his education by attending the YPO-Harvard program for 4 years, and completed both Particle College and Singularity University.
Additionally, he holds coaching certifications in Soccer and Ice Hockey, and has played with many former NHL players.
Perry has served as the chair for the United Jewish Appeal (UJA) division of Young Real Estate Executives (REX). He has also served on the boards of the Air Society, which benefits Denver Hospital's Asthma research; Israel Bonds; March of Dimes; and The Pyramid Ball, which benefits the Diabetes Foundation and U.S. Chairman for the Israel National Ice Hockey Federation. He is the former chair of the BOMA Pinnacle Awards committee for Historical & Government Buildings and the current chair of the Earth Award category. Additionally, Perry has been actively involved in NYU through the Alumni Association, he has arranged and escorted students from NYU in visits to Colombia and Panama and was the recipient of The Most Distinguished Alumni Award in 2003.
Perry is a member of the Young President Organization (YPO-WPO), where he has served as a leader in the Real Estate Round Table, A Highly Rated educational event tiled, Inside FedEx and the Ice Hockey Focus group.
Perry spends his free time enjoying Skiing, Ice Hockey, traveling and spending time with his three kids, Alexandra (26), Zachary (23), Michael (20), and his wife of 29 years, Dianne.
Rich Cohen is President and General Counsel of Corporate Creations International Inc., the 3rd largest Registered Agent. Rich has more than 30 years of legal, business and consulting experience focused on providing the most efficient legal services to clients. Prior to joining Corporate Creations, Rich served as a Managing Director of Duff & Phelps and President of RenewData Corp. He has also held senior positions with The Garden City Group and LexisNexis, and he has served as General Counsel of Ohio Power and Columbus Southern Power.
Rich has been recognized as an AV Preeminent rated attorney every year since
1998. Rich serves on the Corporate Counsel Advisory Board of The Metropolitan Corporate Counsel and as Editor in Chief of The Electricity Journal. He is a recipient of the Corporate Legal Times Distinguished Legal Service Award. He has served as President of Association of Corporate Counsel Central Ohio, on the Board of Advisors for Bryan University, and as Co-Chair of the Mass Tort Subcommittee of American Bankruptcy Institute and is currently President of B’nai Aviv Synagogue in Weston, Florida.
Rich is a member of Ohio State Bar and Authorized House Counsel in Florida. He graduated from State University of New York at Buffalo and from University of Akron School of Law. Rich and his family reside in Weston, Florida.
Born in London, and educated in Finance at the City of London University, Simon Kaye founded Jaguar Freight in 1993 alongside his father Percy Kaye.
As a third-generation transportation professional, Simon inherently understood the intricacies of logistics and supply-chain management. Jaguar Freight was founded with a clear vision to provide a level of customer service
unsurpassed in the industry. As technology progressed, Simon set out to create a suite of unique and bespoke technology products previously unavailable.
Today, Simon is the President and CEO of the company, which continues to provide the same level of unsurpassed customer service and technological innovation to a diverse and prestigious customer base. Over the past 23 years
Jaguar Freight continues to push the envelope for world class customer service and technological innovation.
Simon strives everyday to create an innovative work environment; it is this innovation, along with a deep commitment to exceeding industry standards in customer service, expertise, and technological faculty that keeps Jaguar Freight at the apex of the industry.
In 2002, Simon relocated to New York with his wife and and two sons to establish Jaguar Freight’s new headquarters in the United States. Eager to maintain a bit of home, Simon maintained his lifelong season ticket holder status at Tottenham Hotspur, a team known to its fans as “the greatest team the world has ever seen” - a characterization that mirrors his passion for excellence through Jaguar.
Mr. Oved is Chairman of the firm’s Real Estate and Transactional department. He routinely represents, counsels and advises start up and emerging e-commerce businesses as well as well-established private and public corporations in various industries as well as several prominent real estate owners, operators, developers and landlords. He is an accomplished public speaker often providing Continuing Legal Education courses to members of the Bar as well as in house corporate legal departments.
Mr. Oved is a published writer who has had numerous articles published in the New York Law Journal, the New York State Bar Association Journal as well as Image Magazine. His work has been featured in both Crain’s Magazine as well as Community Magazine.
Mr. Oved was previously associated with the prestigious New York City Law firm of Phillips, Nizer and the boutique entertainment law firm of Franklin Weinrib where he co-authored several legal articles with name partner Michael Rudell, Esq.
Mr. Oved graduated with honors from New York University’s School of Business as well as Benjamin N. Cardozo School of Law where he served on the renowned Arts & Entertainment Law Journal. Mr. Oved also clerked for federal Judge Robert Ward in the Southern District of New York.
Mr. Oved is also an Adjunct Professor at New York University’s School of Continuing and Professional Studies as well as being active in the New York State Bar Association.
Mr. Oved is admitted to practice before the Supreme Court of the United States of America, the United States Court of Appeals for the Second Circuit, the United States District Court for the Southern District of New York, the United States District Court for the Eastern District of New York as well as the State Courts of New York and New Jersey.
Mr. Oved serves as a Member of the Board of Trustees of the Rabbinical College of America and as a Faculty Member of the Institute of American and Talmudic Law, and serves as legal counsel to the Young Jewish Professionals (YJP).
His favorite saying: It’s nice to be important – but more important to be nice.
In today’s fast-paced and competitive world, the job of CEO can be daunting. Any CEO knows that running a company -- regardless of size and industry -- requires incredibly long hours under stressful conditions with ever-increasing pressure from all sides to succeed and grow. To address these challenges, YJP is convening business thought-leaders and experts for the CEO Growth & Innovation Conference.
The Conference will bring together CEOs from across the country and representing a variety of professional sectors to provide a leadership platform in order to cultivate the forging of new relationships and encourage discussion and debate on topics and challenges that are of universal concern to all CEOs.
This is more than just a typical leadership conference -- it is a dynamic event designed to foster a productive and innovative environment in which candid, in-depth conversations can take place. The intimate and confidential setting will provide participants the opportunity to ask industry leaders difficult questions, identify new avenues for collaboration, brainstorm on best practices and explore potential solutions to challenges.
In today’s ever-evolving business landscape, a company’s success is contingent on high levels of innovation and the establishment of strong relationships and networks. YJP’s CEO Growth & Innovation Conference will serve as a powerful catalyst to develop new strategies and ideas, solutions to challenges and fuel collaborations so that participants can return to the companies they lead better equipped to ensure success. The Young Jewish Presidents is an exclusive network dedicated to connecting the world's top Jewish business leaders with each other. Our forum opens its doors for CEOs to forge long-lasting, sincere relationships in upscale, comfortable, small group settings with top talent, and executive peers.
*In order to be considered a member, applicants must be a CEO, president or a recognized authority in their given industry*
To learn about membership and/or sponsorship opportunities, please contact email@example.com.
This event starts on May 30th at 4:30 PM.