Sanjay Dholakia joined Warburg Pincus in 2022, after working with the firm as a Senior Operating Advisor for the prior three years, and is a Senior Vice President. Sanjay most recently served as Chief Marketing Officer for Marketo, through its growth phase, IPO, and acquisition by Vista Equity Partners. He previously held go-to-market leadership roles, ranging from GM to CEO to CMO at enterprise software companies SumTotal Systems, Crowd Factory, and Lithium Technologies. Sanjay began his career as an advisor at McKinsey & Company and Anderson Consulting. He holds a BS in Economics from the Wharton School at the University of Pennsylvania and an MBA in Strategy and Marketing from the Kellogg School of Management at Northwestern University.
Prior to joining CVC, Cathrin was MD and Head of Healthcare EMEA with JP Morgan. She was previously a partner at APAX Partners as a Partner for ten years and started her career at Schroders Bank and Schroder Ventures.
Cathrin is currently a board member of Recordati S.p.A, Sebia, Rayner and Therakos. She has also held numerous non-executive positions, including Theramex, the NHS (Strategic Health Authority for Greater London), Icon Plc., Qualitest Inc, Zeneus Pharma Ltd and Intercell AG. She holds an MA in Natural Sciences from New Hall, Cambridge University and a post graduate diploma in Management Studies from the Judge Institute, Cambridge.
Elizabeth Broomfield is the Managing Partner at Aquitaine Capital, a middle market private equity firm based in New York City. She was previously an investor at the Carlyle Group in their flagship U.S. Buyout fund, at Stonecourt Capital where she led the investment team, and with Hg Capital investing in growth and buyout deals. She graduated with distinction from Yale University with a double major in Electrical Engineering and Ethics, Politics, and Economics, earned a masters from the London School of Economics, and received her JD/MBA from Columbia University, where she graduated with highest honors as a Kent Scholar and with Dean’s Honors. She is a member of the Council on Foreign Relations.
As the CEO of Equitable Capital, Andrew Glaze brings a wealth of expertise to the realm of media private equity. At West Point Andrew developed discipline and leadership skills. After serving as a Captain in the United States Army, including a tour in Baghdad, he attended Columbia Business School, focusing on Value Investing under luminaries like Warren Buffet.
A Chartered Financial Analyst, Andrew began his finance career in investment banking at Merrill Lynch. Andrew’s investment leadership roles at Claar Advisors and Standard General deepened his understanding of the industry. His contributions extend to board service on NASDAQ:MDIA and NASDAQ:NCMI, reflecting his commitment to shaping the media landscape through astute decision-making and strategic leadership. Andrew’s combination of execution experience, network and vision drives success in media private equity.
Mr. Kim is the founding partner of investment firm Standard General and is the firm’s Managing Partner and Chief Investment Officer. Standard General owns a majority stake in MediaCo Holding (NASDAQ:MDIA). He is the Chairman of Bally’s Corporation (NYSE:BALY) and has served as an independent Director since 2016. He has been investing in special situations strategies since 1997, starting at Bankers Trust Company, as a Principal at Och-Ziff Capital Management, and a Partner at Cyrus Capital Management. Mr. Kim is currently a Director of Intralot SA (GA:INLOT). He is a Director of Pursuit (fka Coalition for Queens), Vice Chairman and Director of the Cary Institute of Ecosystem Studies and Director and former President of the Stuyvesant High School Alumni Association.
Christine Ann Miller has served as President and Chief Executive Officer and as a member of the board of Melinta Therapeutics since August 2020. Ms. Miller is a global pharmaceutical veteran with more than 20 years of experience in life sciences. Most recently, Ms. Miller led the global and U.S. product portfolio for Sandoz, a $10 billion division of Novartis, where she was accountable for transitioning the portfolio toward- rapid-growth and higher-margin segments, such as complex generics and value-added medicines, while continuing to build the branded generics business.
Among her various achievements, Ms. Miller directed more than 50 product launches that generated over $300 million of new annual revenue, closed numerous business development acquisitions, and built a robust five-year development and acquisition product pipeline. Before Sandoz, Ms. Miller spent over a decade at Actavis (now Allergan) and its predecessor Watson Pharmaceuticals where she led the preparation of numerous product launches and held leadership roles in both R&D operations and supply chain management.
Ms. Miller started her career at Merck as a chemical engineer and procurement analyst and earned an MBA and a Master’s in Technology Management at Stevens Institute of Technology and a B.S. in Chemical Engineering from Rensselaer Polytechnic Institute.
Ms. Miller’s leadership focus combines her passion for building and leading high performing teams with goal-driven operational rigor. She articulates a clear mission, vision and strategy that engages people to cohesively work towards creative problem solving and innovative solutions.
She serves as an Advisory Board Member for the Healthcare Businesswomen’s Association and Velocity Advisory Group and is a frequent panelist and speaker at industry events.
Managing Director and Global Practice Leader, Global Transaction Advisory, Alvarez & Marsal
Paul Aversano is a Managing Director at Alvarez & Marsal and the Global Practice Leader of the firm’s Global Transaction Advisory Group. For over 25 years, Mr. Aversano has specialized in leading both buy-side and sell-side financial and accounting due diligence projects for complex public and private company transactions, as well as transactions in the capital markets.
Mr. Aversano works to deliver the firm’s services to clients not only in North America but throughout Europe, the Middle East, India, Asia and Latin America as well. He leads the group’s efforts in the cross-border delivery of services to private equity firms, sovereign wealth funds and family offices as well as to corporate and strategic buyers around the world across a wide-spectrum of industries. Mr. Aversano specializes in assessing quality of earnings and GAAP accounting, providing accounting and transaction structuring advice for leveraged buyouts as well as purchase accounting and SEC reporting.
Prior to joining A&M, Mr. Aversano was a Partner and Director of Middle Market Private Equity with Ernst & Young in New York. In this role, he led financial accounting due diligence projects for private equity investor groups, and the development and coordination of the firm’s go-to-market and service delivery strategies focused on the private equity market. Previously, Mr. Aversano was with Arthur Andersen’s Transaction Advisory Services and Audit practices in New York.
Mr. Aversano earned a bachelor’s degree in accounting from Binghamton University, School of Management. He is a Certified Public Accountant (CPA) in New York, and is an active member of the American Institute of CPAs, the New York State Society of CPAs and is also a member of the Association of Certified Fraud Examiners (CFE). He currently serves on the Board of Directors of Answer the Call (New York Police & Fire Widows’ & Children’s Benefit Fund) and PowerPlay NYC and is a former board member of Youth I.N.C (Improving Non-Profits for Children), the Audit Committee of the Manhasset School Board of Education and the Alumni Association Board of Directors of Binghamton University. In 2019, Mr. Aversano was also the recipient of the B. Jean Fairbairn Access Award in recognition of his efforts and contributions in improving the services and access for students with disabilities at Binghamton University.
In 2015 Mr. Aversano was named the “Service Professional of the Year” by The M&A Advisor and was formerly a finalist of The M&A Advisor’s 40 Under 40 Award in recognition of outstanding achievements in the M&A and financial industry. Mr. Aversano is a regular contributor to FOX Business Network, Bloomberg, Yahoo Finance, TD Ameritrade Network and many other broadcast and print media outlets, and is a frequent guest lecturer at industry conferences and universities.
Global Head of Transformative Leadership practice and Managing Director, AlixPartners
Ted Bililies is an internationally recognized expert on leadership and organization development and the Chief Talent Officer of AlixPartners. Ted launched the first commercial practice in leadership and human capital at AlixPartners which advises investors, CEOs, and boards on the selection and development of leaders and the alignment of culture for maximum and sustainable value creation. Ted’s career spans three decades as a psychologist, human resources executive, management consultant, and executive coach. He holds academic degrees from Loyola University of Chicago and Harvard University. Ted taught at Harvard University for many years, is currently on the Executive Education faculty of the Harvard Business School and is a board member of the Boston Graduate School of Psychoanalysis. Ted has helped leaders around the world achieve enduring change in their organizations, their teams, and themselves by expanding their psychological, behavioral and organizational insights into leadership.
Partner, Morgan Lewis
Austin has substantial knowledge of ERISA, corporate, and tax issues relating to benefits and compensation arrangements, including under Internal Revenue Code Sections 409A, 457A, 162(m), 280G, and 83, and strives to maximize tax efficiency for, while avoiding the potential for punitive tax consequences to, his clients.
He advises on benefits, compensation, and employee matters in transactional settings, including in private and public mergers and acquisitions, financial restructurings, and investment fund acquisitions and dispositions, and has experience representing various parties to such transactions.
Throughout his career, Austin has been involved with many of the country’s most significant financial restructurings. Private equity and hedge fund clients rely on Austin for guidance on key employee compensation arrangements and those covering portfolio company management.
Partner, Morgan Lewis
Patrick Rehfield focuses on matters related to executive compensation, payroll tax, and employee fringe benefits. He advises private and public companies on designing and implementing nonqualified retirement plans, equity compensation plans, and executive compensation arrangements. He also counsels publicly traded companies on reporting and compliance matters involving the SEC, with a focus on proxy and disclosure issues, executive compensation, and corporate governance. He advises public and private companies on employee benefit issues in mergers and acquisitions, including executive compensation matters for senior management.
Patrick also advises companies of all sizes on the design and implementation of employment agreements, retention agreements, and change in control agreements. He represents senior management teams in leveraged buyouts, and senior-level executives in compensation package negotiations. He has particular experience in the application of sections 162(m), 280G, and 409A of the Internal Revenue Code.
Patrick also maintains an active payroll tax and fringe benefit practice that focuses on corporate and payroll tax audits, penalty abatements, refund claims, IRS ruling requests, and multistate tax and withholding issues.
Prior to joining Morgan Lewis, he was a member of the tax section of a US-based law firm.
Global Head of Transformative Leadership practice and Managing Director, AlixPartners
Ted Bililies is an internationally recognized expert on leadership and organization development and the Chief Talent Officer of AlixPartners. Ted launched the first commercial practice in leadership and human capital at AlixPartners which advises investors, CEOs, and boards on the selection and development of leaders and the alignment of culture for maximum and sustainable value creation. Ted’s career spans three decades as a psychologist, human resources executive, management consultant, and executive coach. He holds academic degrees from Loyola University of Chicago and Harvard University. Ted taught at Harvard University for many years, is currently on the Executive Education faculty of the Harvard Business School and is a board member of the Boston Graduate School of Psychoanalysis. Ted has helped leaders around the world achieve enduring change in their organizations, their teams, and themselves by expanding their psychological, behavioral and organizational insights into leadership.
Partner, Morgan Lewis
Austin has substantial knowledge of ERISA, corporate, and tax issues relating to benefits and compensation arrangements, including under Internal Revenue Code Sections 409A, 457A, 162(m), 280G, and 83, and strives to maximize tax efficiency for, while avoiding the potential for punitive tax consequences to, his clients.
He advises on benefits, compensation, and employee matters in transactional settings, including in private and public mergers and acquisitions, financial restructurings, and investment fund acquisitions and dispositions, and has experience representing various parties to such transactions.
Throughout his career, Austin has been involved with many of the country’s most significant financial restructurings. Private equity and hedge fund clients rely on Austin for guidance on key employee compensation arrangements and those covering portfolio company management.
Partner, Simon-Kucher & Partners
Dave Clement is a Partner in Simon-Kucher’s New York office, where he has supported top-line growth strategy design and implementation for clients in a variety of industries, including industrial services, professional services, manufacturing and franchise organizations for the past 10+ years.
Dave’s areas of expertise include customer segmentation, price setting, sales implementation and customer incentive programs. He is a guest lecturer at Harvard Business School, Simon Business School and other MBA programs, regularly speaks at industry and business association events and authors content focused on customer segmentation, product and service offering, and go-to-market strategies.
Dave is a native of Philadelphia and earned his bachelor’s degree in economics from Brown University, where he was a three-year varsity football letterman.
Global Co-Leader, Transformation Practice Group, Partner & Managing Director, AlixPartners
Kristina has more than 20 years of global operating and consulting experience at organizations ranging from start-ups to Fortune 500 companies in a variety of high-tech industries, including life sciences, medical devices, and aerospace. She focuses on solving complex business problems and transforming organizations to meet changing customer needs. In addition to her roles as Fortune 500 chief marketing officer and chief strategy officer, Kristina has expertise in product development, commercial operations, supply chain, and postmerger integration. She has led cost-reduction and postmerger integration efforts in the aerospace and defense industry as well as global marketing organizations, overseeing product strategy and go to market for medical devices and life sciences tools.
Managing Director, Alvarez & Marsal
Steven Lee is a Managing Director with Alvarez & Marsal’s Global Transaction Advisory Group in New York. As the Global Practice Leader for the firm’s Global Transaction Analytics service offering, he focuses on applying advanced data analytics in buy- and sell-side transactions, capital market activities and performance improvement. He also leads the Global TAG AI Task Force at A&M, overseeing the charge to adopt Gen AI into the core strategy.
Mr. Lee brings more than 20 years of specialist experience helping clients effectively analyze and draw decision insights from financial and operational business data. He brings significant international experience throughout Europe, the Middle East, Latin America and Asia. Mr. Lee has worked with clients across various industries, including consumer products, distribution, retail, healthcare, software, financial services and business services.
Mr. Lee advises clients across the lifecycle of private equity investments and corporate transactions. He assists private equity firms and other strategic buyers to obtain financial and operational transparency in companies to make informed investment decisions and drive growth.
Most recently at A&M, Mr. Lee advised a private equity firm contemplating investment into a home furnishing company by developing dynamic analytics models to review historical trends in sales, customer retention, new and lost products, SKU margin and year-over-year pricing trends. He also analyzed actual versus forecasted financials to provide insight into future potential earnings. Prior to joining A&M’s Global Transaction Advisory Group, Mr. Lee led the Applied Data Analytics service offering for the firm’s Disputes and Investigations practice.
Prior to joining A&M, Mr. Lee worked at global consulting firms, including a Big Four accounting firm, performing investigative data analytics in the context of fraud, risk management and regulatory compliance.
Mr. Lee earned a bachelor’s degree in science and engineering (concentration in computer and telecommunication engineering) from the University of Pennsylvania. He is fluent in English and Korean and proficient in Spanish.
Partner, Simon-Kucher & Partners
Abde Tambawala is a Partner in the Technology, Media, and Telecom practice. He works in our San Francisco where he supports our clients on Revenue Strategy and Monetization.
Abde brings comprehensive experience crafting and executing effective go-to-market strategies, optimizing sales productivity, and enhancing growth through monetization efforts. Additionally, he has developed high-performing revenue teams in key leadership roles for industry-leading organizations.
Prior to joining Simon-Kucher, Abde was Global VP of Revenue Strategy & Operations and Enablement at Klaviyo, where he played a strategic role in preparing the company for a successful IPO and beyond. He has also held key leadership positions with Atlassian, Intercom, and Cisco Systems.
Abde holds an MBA from UC Berkeley, a Masters in Computer Science from Georgia Institute of Technology, and a Bachelor in Engineering from Mumbai University in India.
When he is not working, he enjoys surfing at Pacifica State Beach, giving back to the tech community by advising founders at earlier stage companies, and teaching at his alma mater, UC Berkeley.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.